Stadium Group Share Discussion Threads

[value viper] 21/11/2012 10:05

that is what I like to see; CEO grabbing a half decent slug (Chairman topping up too).

[value viper] 20/11/2012 16:30

hope this is the start of some forward looking investors 'taking a view' rather than a simple dead cat post the PW. to be fair, appears to be some half decent buys going through. can (not) directors be buying or are they now in a close period ? would obviously be good to see them wading in for some.....VV

[bozzy_s] 16/11/2012 16:47

Well done to all the early buyers @ 34.5p - 35p. Read the situation nicely - MMs opened too low.

[loverat] 16/11/2012 08:31

Just read the statement again. Yes, looks over done and a 15% drop would have been fairer and perhaps that is what this will recover back to. Particularly when allowance is made when it dropped a bit prior to results.

[philjeans] 16/11/2012 08:27

Bought 5k - too harsh.

Very well run business - doubler from here in 12 months.

[bozzy_s] 16/11/2012 08:24

Seen more alarming profit warnings than that. Positive news on property disposal. Should bounce somewhat though I'm not planning to invest or trade.

[loverat] 16/11/2012 08:16

Perhaps could be on for a bounce.

[value viper] 16/11/2012 07:43

oooops , perhaps I should have paid closer attention to the chart which was kind of pointing at 30p level. Most disappointing nonetheless. Hhhmm.

[value viper] 05/11/2012 12:18

have popped a few in the bottom drawer having watched this for a few months.

[value viper] 05/11/2012 12:12

hxxp://www.stadium-electronics.com

A new CEO and FD have provided strategic focus to drive earnings going forward. I see some value at current levels. A low current PE and robust dividend policy could yield a re-rating in the stock as proactive action re. costs is starting to bring about operational improvement.

A cyclical upturn in their markets will provide further impetus.

Please do your own research and good luck to all investors new or existing.

[mildred49] 03/5/2012 15:27

might be on moneyweek.com ?

ah a quick check reveals it is

[gargoyle2] 03/5/2012 15:25

Any link to that, mildred?

[mildred49] 03/5/2012 15:16

oh dear just got the Tom Bulford kiss of death

[stevemarkus] 19/4/2012 09:56

I wasn't overly impressed by the statement and have sold my small holding first thing. But I will probably be taking another look in six months or so. Sounds like the first half is going to be fairly difficult which leaves them with more to do in the second, so I would prefer to see some positive progress, otherwise the share price at this level may be difficult to maintain.
Cheers,
Steve.

[alter ego] 19/4/2012 06:44

AGM statement
"As previously highlighted at the preliminary results announcement in March, the weak demand forecasted by the Electronic Manufacturing Services business is expected to persist throughout the year. Focussing on improving the quality of the business, a number of legacy contracts with poor margins are being phased out, or renegotiated to secure better margins going forward. The power business has had a good start to the year and is continuing to show strong growth. A new distribution agreement has been signed with an Asian manufacturer of power supplies to complement the core custom designed product offering.

Overall, first half trading will be lower than the equivalent period last year and within our expectations.

Progress in achieving operational improvements in overheads, plant efficiencies and most significantly in purchasing, is beginning to take effect and will deliver benefits during the second half of 2012. The new customer contracts which were forecast to commence production in the second quarter and beyond are also on track and will further contribute to second half performance.

Consequently, the board remains confident about the overall group performance for 2012. "

[alter ego] 23/3/2012 09:46

SDM was tipped in the IC last week.

[gargoyle2] 23/3/2012 09:04

labatie, i don't seem to have access to the article any more -- sorry, i should have cutted and pasted the text. i'm not a subscriber, so i can only read new reports for a few days.

SDM seems to be having a bit of a run.. maybe a bid target? Volumes not really great enough, but been surprised by how much it's been ticking up. Tipped in IC today maybe.

[labatie] 23/3/2012 08:03

Gargoyle2

I'm not a subscriber to GCI

Can you give me some idea of the profit/eps forecasts please?

TIA

[philjeans] 22/3/2012 13:11

Rejoice!

It's breakout time!

[gargoyle2] 16/3/2012 17:03

Recent buy rating from Growth Company Investor too:

[philjeans] 16/3/2012 11:22

Heading for a breakout............

[penpont] 15/3/2012 21:26

From IC

'Stadium is unlikely to see its revenues soar in 2012, but better margins should help underlying profits move ahead sharply (2011's profits were flattered by one-off accounting items). According to analysts at broker N+1 Brewin, this should result in EPS rising from 6.4p in 2011 to 9.3p this year and 10.4p in 2013. This means Stadium's shares are trading on an earnings multiple of just under eight times for 2012, falling to seven times for 2013. The decent dividend yield on a payout comfortably covered by earnings is nice, too. For shares in a manufacturing business with decent growth prospects driven by experienced bosses, it's a serious proposition. Buy.'

[ukinvestor220] 07/3/2012 11:39

in fact profits are down after the gains from pension and property windfalls - more clear now.

[ukinvestor220] 07/3/2012 11:37

so revenue is the same, profits up but weakening demand continues, while margins are up and future opportunities offer good prospects.

hmmmmm - not very clear to me.