Stadium Group Share Discussion Threads

[dorisken] 28/2/2008 11:35

Phew - great results. I have been holding these for couple of years so now need a bit of publicity to get the share price to buck up to a more realistic level.

[philjeans] 28/2/2008 10:35

Steady appreciation in price as investors cotton on to this China play - acquisitive and debt free.

[philjeans] 27/2/2008 16:27

The unjustified crash of the share price in recent months is BEGINNING to be corrected - up 11% today and another 50% to go!

[barn owl] 27/2/2008 16:08

Blimey, the company looks in great financial shape today! Glad i held on through the recent lows for the year. Nice divi yield for investors.
Good luck all.

[atkijo] 27/2/2008 14:42

Yes, good results. Particularly like the fact that debt has almost been eliminated & they are showing excellent cash generation (cash really is king at present, and for the foreseeable future).

Stadium Power and the medical products both look to have v good potential. On the downside i think building products will find it tougher in the year ahead. But overall the positives definitely outweigh the negatives.

[philjeans] 27/2/2008 08:00

Wow!

Excellent figures today - all well up; sales; margin; net profit; cash and dividend!

Historic P/E 5.5 and outlook excellent - super value. Debt free and growing fast.

[atkijo] 23/2/2008 18:28

Hope you are right philjeans! It's generally agreed that you can expect to do well where you can buy a stock that has a dividend yield that is higher than its PE ratio (although i would exclude UK banks from that rule in the short term). SDM currently has a PE of about 7.5 and a yield of c7%, so we are close to that particular buy signal being reached. Results on Wed will obviously adjust those figures - hopefully favourably.

[philjeans] 22/2/2008 12:38

Hang on Atkijo; last results were very good and forecasts bullish.

Sold the factory and reduced debt and picking up more good contracts im China.

Rising yield and this has all to be recognised in share price yet.

[atkijo] 21/2/2008 20:10

Results are out on the 27th (ie next Wed). Given the v low volumes the only explanation I can think of for the recent price rise is that a rumour has got out that results won't be as bad as the drop to c48p suggested. I nearly sold out at 64p a while back and have been regretting decision not to for the last few weeks!

[koolio] 21/2/2008 14:25

I am happy about this. The share price has been going South since I bought in.. They must be good value and with a nice yield.

[philjeans] 21/2/2008 13:46

Must be short of stock - a very few trades bumps it up quickly.

[philjeans] 21/2/2008 11:37

Good China play this, and it's risen 10p so far in the last few weeks.

Hoping for some very good news soon.........

[koolio] 04/1/2008 09:33

Where is everybody..Am I the only one to like this company.

[vikcom] 15/10/2007 18:19

Stadium in hartlerpool going into administration on the news tonight. Anybody know if this is the company that was sold off to managemnt in circa 2002, or does this effect the group? The group I think still hold the freehold on the site, which should be worth a few quid, so this could be good or bad news. Here's hoping.

[philjeans] 17/9/2007 10:11

My one and only "blue" share so far today - in a sea of red!

Stadium has fantastic prospects and is very undervalued.

[philjeans] 11/9/2007 12:01

Bit of a delayed action after the excellent results but, hey, who's complaining!

Breakout approaching and I'm holding for a quid.

Super little business and we're about to share in it's good fortune.

Buy and hold.

[colestorol] 10/9/2007 13:04

Tipped last week on thewrongprice.com at 66p.

[grahamg8] 03/9/2007 15:55

Great interims
Sales up, profits up, margins up, dividends up, cash flow up, eps up. Still a high yielding stock and lots of growth potential, spot the throw away in the statement....currently three businesses manufacturing services, power and baby plastics range;... Asia plant has FDA approval for medical devices, installing injection moulding machines, ISO QA approval in 2008. This is going to create a fourth business with contract announcements in the next few months.

[philjeans] 03/9/2007 09:38

Happy with those results; sold some more surplus property to repay debt and very bullish comments about future trading.

Looking very good value for a basically chinese based electronics manufacturer.

Chart looks set to break out.

[atkijo] 16/8/2007 19:30

Has held up remarkably well this one thus far - although many more falls like today and i'm sure it will get clobbered too. Interims just over 2 weeks away, will be interesting to see how things look then. Expecting a small increase in the divi this time around.

[philjeans] 19/6/2007 07:39

Good trading update today - stronger sales and margins and another small acquisition.

Glad I held - should be scope for a re-rating here.

[aleman] 06/6/2007 12:13

Thanks. I hope the business expands its China sales and increases the generous dividend for you, in which case you may see me here again some time.

EDIT - It looks like my timing could have been better. Another tick up.

EDIT AGAIN - although the bid remains the same.

[philjeans] 06/6/2007 12:01

Aleman - good luck.

I'm holding these for the medium term - still good value based on M/C; P/E and China prospects.

[aleman] 06/6/2007 10:37

I sold the last of my SDM today. The Yuan looks set to rise a little faster against its basket now that daily limits have been increased, and I feel the £ is set for a sharp fall. I had hoped sales into China would rise significantly which would mean a bright future but developments there have been disappointing. I think the UK and some other Western economies will slow sharply in months ahead so the UK factories could end up too large and costs rise at the Chinese one. Margins could be squeezed from both ends if sales fall. I accept I could be wrong. Exchange rates defy fundamentals for long periods and the company might start to sell more into China, but I think I would rather put my money somewhere with less downside in case my fears are realised.