||EPS - Basic
||Market Cap (m)
|Electronic & Electrical Equipment
Stadium Group Share Discussion Threads
Showing 1151 to 1173 of 1175 messages
|New highs being reached daily...buy|
|owenski and ee, thanks for the feedback. I was unable to attend but your opinions add significant value to the available material on the web site. This is one of my longer term holdings and it's good to see material progress being made.|
Good post of yours above and it was a pleasure to meet you too.
You are right. Some people may not have attended yesterday as it was known the event would be recorded.
Getting the whole management team in one place for an event takes a lot of time and effort. I can only guess that there will be a capital raise at some stage and a showcase event such as this has been held to get institutions in place.
The shares are pretty illiquid, and I can't see how institutions can otherwise obtain a meaningful stake.
From a chart point of view the share price may look extended, but in my view, the prospective PER x10 suggests this has been more a recovery from the autumn sell-off, rather than an over extended run-up on a fancy rating.
Thank you to everyone at Stadium and Walbrook for organising such a worthwhile event.|
|Good to meet you yesterday Eagle Eye.
Not surprised to see the share price moving up.|
|Well worth attending the SDM investor event yesterday.
Good to meet the CEO and listen to the presentation, also good to meet with the various heads of operations and get the measure of them.
SDM have a credible strategy and road map of where they are going, acquisitions will form part of that, but they are carefully chosen according to SDM's requirements to strengthen strategic operation and directions.
An interesting team at work here, highly experienced in their fields, who for the most part know each other and so fit in well, great clarity about what they are doing and how to execute, some top calibre industry seasoned folk are running this company.
They are looking to open an office in North America, not for the sake of it, but because they are being courted to run projects over there, however, a requirement is to have a support structure in place in the country to secure these contracts.
Their IoT exposure looks to be a high growth area for them and they are clear minded in how to leverage this.
Interesting times ahead for SDM, the presentations and networking post event seems to have been well received by the feed back I got from the analysts I spoke with.
Glad I went. I wouldn't have gleaned a lot of detailed info about Stadium from just watching the presentation listed on the company website, speaking one to one with the heads of departments was priceless.
|A good number of people attended yesterday's investor event.
It was identical to the 'Capital Market Day' event presented in the morning to institutions.
The full management team presented and I got the impression the new team aren't here to tread water.
The PowerPoint presentation of the event can be found here:
I was told a recording of the event will be on the website in due course.
|Encouraging the strong order book has continued to grow, took a small position a few days ago at 113, only concern was last year's profit warning, always a nagging doubt.|
|yes ta for the correction, I will be there. . I have bought in looking for a spark but like the medium story anyway.|
|I think it's the 26th.|
|I see they have an investors day on 21 April, that could spark some interest|
|Informative video, thanks owenski|
|I don't have access to broker research so I don't know which is most relevant, but I do note that The Share Centre have EPS '17 estimates at 11.49p.|
|ST very bullish on SDM in the IC.
CEO revealed during results call that order book has risen to £28m (up from £25.8m at YE).
ST raised his target price to 130p.
N+1 Singer have 10.7p EPS up 23% YoY.|
|Outlook statement positive imo as they transition to higher margin work.|
|currency going the wrong way|
|God knows why, very aggressive accounting policies there! Barge pole for me.|
|Telit final results warmly received by the market today.
Hopefully sector sentiment is on the up.|
|Henderson over 18% now. Results 14th March.|
|I was only jesting Roofer2! I think we know that results aren't going to shoot the lights out. The outlook and orderbook will provide the interest for me.|
|Yes I got it wrong, I'm not in but that's life !
|Roofer29 Feb '17 - 21:28 - 311 of 325 0 0
Must be a massive seller or the MM have a very big overhang, if I was a buyer I'd wait till the 70p range, lots further to fall here yet IMO
Let's hope nobody took your advice (from less than a month ago) to wait for 70p then Roofer :-)|