Share Name Share Symbol Market Type Share ISIN Share Description
ST Ives LSE:SIV London Ordinary Share GB0007689002 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.60p -0.63% 95.20p 95.20p 96.40p 98.20p 94.70p 94.70p 179,563 15:40:24
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 393.2 -44.1 -30.4 - 145.98

ST Ives Share Discussion Threads

Showing 1901 to 1925 of 1925 messages
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DateSubjectAuthorDiscuss
16/8/2018
22:12
Thanks pireric, got my figures mixed up. 140p seems more realistic based on 12p for 2019.
miti 1000
16/8/2018
20:34
miti, 2019 consensus earnings estimates are for 11.9p so don't see how 180p is a PE of 9, more like 15x
pireric
16/8/2018
14:23
From my crude figures, I'd hope debt at year end of 3/8/2018 was around 5.3 million . Profits for y/e 31/7/2019 are expected to be about 20.5 million. With deferred considerations for 2018 and 2019 of around 29 million that puts SIV in a pretty strong position in 1 years time with net debt (without any further freehold property sales) of 13.8million with no other debt due. That looks a strong position and I hope would command a p/e of 9 which should easily equate to a share price of 180p for a fast growing digital media company. The Siv board have done an excellent job to date of turning the company around imo. Anyone more savvy care to correct my figures ?
miti 1000
16/8/2018
14:01
scotch broth - which part of the statement implies "accident prone"? A slowdown in one area of healthcare? Businesses don't grow in a linear way. You experience positive surprises one day and have problems to overcome the next and the statement does not imply anything other than good results. The share has doubled since the re-organisation commenced and hopefully over the next few years may double again!
salchow
16/8/2018
11:48
Any company is accident prone as you so eloquently put it, this is ripe for a takeover, the valuation beyond write-downs is derisory!
bookbroker
16/8/2018
10:25
Outlook positive but the statement shows that the company is still accident prone.
scotch broth
16/8/2018
08:40
Good TU, at upper end of market expectations, and revenue ok against a tough comparative. Without debt, new CEO, strong new NED, rid of legacy businesses, and focussing on digital sweetspot, hopefully this can be a nice turnaround story over next 36 months if they are not taken out by a competitor. Happy to hold and look forward to full results and strategy update in October. B.
battyliveson
09/8/2018
20:42
Batty St Ives FY closed out last Friday ( 3rd August ), so there'll likely be a trading update in the next week or so. BB
bareknee
07/8/2018
12:22
Just saw an RNS on a purchase by Stillwell, Ned/Chair. Good to see, although relatively small beer. Not sure what the rules are on purchasing/selling prior to a TU, but normally there are closed periods. Perhaps they do not intend to publish a TU imminently? I was rather hoping to see an update as I have an overweight holding in SIPP based on recent activity of debt clearance and strategic clarity. Would be nice to see some financial guidance. B
battyliveson
07/8/2018
12:15
I’m beginning to see the current weakness as a precursor to an acquisition and a placing to partially fund it, just surmising, but I’d like to see the next trading update soon. This company has purged its debt pretty much, there will be writedowns against intangibles, but we know the earn-outs on Solstice, next update will confirm the outlook and future plans. They clearly see the US as the future!
bookbroker
05/7/2018
10:19
I agree with your analysis bookbroker. Seems to be largely under the radar. When I do various searches and stock scans, most show significant debt as they will not be updated for recent disposals. I suspect we need to see how the digital side of the business is performing to get a view on valuation going forward. I am fully invested and awaiting solid news on current trading. Who knows, maybe Sorrel is looking for a new vehicle? B
battyliveson
05/7/2018
09:53
Whether or not the market is under-valuing this company or not is subjective, but on the basis of practically reducing their net debt to zero, and now becoming a pure digital advertising play is worthy of a higher price. We know there will be large goodwill writedowns in the next set of results, but these are non-cash essentially, and the onus will be on the remainder of the business. I was pretty abrasive about M. Armitage a year or two back, but what he has done is achieve to clear St. Ives of all of its legacy businesses, and that should be credited. In the process he has shored up the balance sheet, to leave this company in a far stronger position. Surprises me the share price is not higher, but I think shareholders will be rewarded with a decent dividend sooner rather than later!
bookbroker
25/6/2018
10:25
Yes, the disposal and price is inline with broker forecasts .SIV is starting to look cheap imo going forward. Its now a pure digital play on a low PE .Deferred considerations to work through in next 2 years but I'd hope we could get a rerating to 180-200p within the next 18 months if as seems likely digital marketing continues to power ahead.
miti 1000
25/6/2018
08:58
I don’t think so, why would SIV have let it go for that, their debt is now relatively low, the reason is that at the half year it is clear that it is making considerably less profit than the previous year, it is held within the Marketing Activation section. The bulk of the profit comes from digital marketing within the strategic marketing division, 85%, so best to get shot of it! The cash is better than a weakening business!
bookbroker
25/6/2018
08:50
It looks like Paragon got an excellent deal and SIV a really poor one.
this_is_me
25/6/2018
08:36
I’m assuming that the valuation was based on the level of debt within that division, tried to find the breakdown at last set of full year results to little avail, most likely reflects the low margins produced, but I’m surprised at that profit figure, Paragon states the turnover to be in excess of EURO 40 MLN!
bookbroker
25/6/2018
08:07
Seems a low multiple on the disposal, but i guess the view must have been that future profits would decline. At least there seems a clear strategy, and if nothing else it can be easily acquired without a purchaser having to deal with legacy businesses. I am holding, but would like to see forecasts for the remaining business to get a feel for valuation. Still sense there is a good 30% to 50% upside in share price from here. Best wishes. B
battyliveson
25/6/2018
08:01
Another step in the right direction to refocus the company. The shares should over time reflect the future potential. I continue to hold.
chrisgail
23/5/2018
09:35
Yes almost touching that £1 milestone ask price
bigfrocks
23/5/2018
09:19
Showing as a 52 week breakout on advfn, so may attract more traders. Certainly heading in right direction. B
battyliveson
01/5/2018
19:32
This deal removes nearly half company debt, increases profits by removing a loss making division. I am a holder, the up side looks very substantial to me, hold for the longterm
chrisgail
01/5/2018
12:14
Needs to up its valuation, otherwise a serious takeover target for bigger concern!
bookbroker
01/5/2018
10:27
Overhang finally done & Cup n Handle here - nice vertical up fill to the left
luckymouse
01/5/2018
10:16
Yup, looks like a good deal. Good luck to Clays with their new owners, I hope they make a success of it!
edmundshaw
01/5/2018
09:03
I'd say it was a great price.....Clays lost money last year, and margins are being squeezed even tighter this year.
waveneygnome
Chat Pages: 77  76  75  74  73  72  71  70  69  68  67  66  Older
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