Smart Metering Systems Share Discussion Threads

[johnv] 18/9/2017 16:38

Small company sharewatch, a share tipsheet.

[gfrae] 18/9/2017 16:02

What is an SCSW stock ?

[johnv] 18/9/2017 13:12

Don't own these but waiting to buy

[chizgreen68] 18/9/2017 11:44

I think someone is hitting all the SCSW stocks. I have a lot of them and they all seem to have nosedived over the last few days. UPGS seems to have been the catalyst after it failed to meet expectations last week

[johnv] 18/9/2017 11:19

What happened here

[mfhmfh] 12/9/2017 11:33

Peel Hunt reiterates 740p target price today.

[mfhmfh] 12/9/2017 07:28

Regarding the 'marginally below' sentence, this was the prior sentence:

"The continued investment in our infrastructure and delivery capability outlined above, combined with the slower than anticipated mobilisation due to the constraints seen in the smart meter supply chain at the start of the year is expected to impact PBT growth in the current year."

Current year might be flat but business looks like accelerating in 2018 if you want to buy into the future...

All IMHO.

[mfhmfh] 12/9/2017 07:25

I thought generally positive half year results overall:

"The acquisitions of our installation and software businesses in 2016 are now fully integrated and managing a month on month increasing run rate of meter installations for our energy supply customers."

"The first half of 2017 has seen us continue the significant progress across the business further investing in our delivery capacity and, with the business reporting another period of strong trading activity and maintaining a continued pattern of growth across the asset portfolio. We remain confident in our ability to continue to grow the business for the remainder of 2017."

[smithless] 12/9/2017 06:54

Profit warning ... free cash flow as usual looks dire

[rock star] 12/9/2017 06:42

The recurring revenues are now increasing by over £1M a month...that is the key metric.

[johnthespacer] 12/9/2017 06:23

Interesting company but not sure about this line...

we currently expect underlying PBT for the full year to remain in line with, or marginally below, the level reported for the 12 months to 31 December 2016.

[mfhmfh] 11/9/2017 11:12

Looking forward to tomorrow. GLA.

[rock star] 11/9/2017 09:07

No doubt another stellar set of results tomorrow. The key figures I look at are the recurring revenues.

[zho] 10/9/2017 14:47

May be of interest to holders:



Plans to put smart meters in every home in Britain by 2020 are in real danger of becoming a complete flop.

These fancy new meters allow energy firms to monitor how much power you are using minute by minute, doing away with the need to submit monthly readings.

But, according to the big energy firms, fewer than half of households want a smart meter and, with some providers, the take-up rate is just one in five.

[mfhmfh] 17/8/2017 16:19

Standard Life Aberdeen plc have moved above 8% holding

[mfhmfh] 15/8/2017 21:50

Broker target prices:

Macquarie - 1,068p

Panmure Gordon - 868p

Peel Hunt - 740p

[the monkster] 15/8/2017 21:32

Suppose it all depends what ure 10pc equates to!!

[diviincomesearch] 15/8/2017 20:42

Been an impressive ride of late. Bought into SMS in Feb at 580p and got a bit uncomfortable as we headed down to 480p only for this to shoot up over £7 within the space of a couple of months.

Happy to see escape at 708p today. Time will tell if I've done the same mistake as Fevertree (sold up at 1050p after making a quick 10%, what a nightmare!)

[mfhmfh] 10/8/2017 18:14

great RNS late in the day. IMHO.

[mfhmfh] 20/7/2017 07:47

No idea but happy to enjoy the ride. MACD has turned positive for the first time since March

[gomore] 19/7/2017 20:45

What happened today to bring such a large rise? Anyone the wiser?

[gomore] 23/6/2017 08:32

I don't see any problem with ADVFN trades data, Look at this link it is the same data from HL.

hxxp://www.hl.co.uk/shares/shares-search-results/s/smart-metering-system-plc-ordinary-1p