Stadium Group Share Discussion Threads

[roofer2] 03/7/2015 16:04

It's also a full year since the United wireless acquisition, a booming sector imo,
I feel that it will be the driving force for massive growth for 2nd half, M2M is the future, there new China facility placed for growth an lower costs, exciting times!

R2

[luckymouse] 03/7/2015 09:31

Seems to be going well - 'further growth is expected' - 'ahead of prev' yr etc - doesn't say by how much but if similar to last yr then good - tone is bullish

3 July 2015 | 07:20am
StockMarketWire.com - Stadium Group said its positive start to the year has continued. It said trading remains in line with management expectations and ahead of the equivalent period last year, with the seasonal trading pattern similar to that delivered in 2014.

"As our strategy gathers momentum, further growth is expected in our Technology Products division for the second half of the year," it said in a trading update.

The previously announced relocation to a new facility in China, which will significantly enhance the Group's technical capability, is progressing well and is on plan to be completed this month.

"In order to ensure that customer service levels are maintained during the relocation we have instigated an increase in working capital. We expect this to unwind in the second half of the year."

[aishah] 03/7/2015 08:16

Like the statement. Techinvest 2nd half best buy tip with a rating of 7

[roofer2] 03/7/2015 06:48

SDM trading update, meeting all management expectations, new facility in China completed end of this month, increase in profits 2nd half, all looking great Imo
Roll on the 8th September GLA

R2

[roofer2] 02/7/2015 13:32

So excited by SDM, I missed out on the big rise last time selling out too early after miss understanding the China redevelopment for cost savings,lots of M2M companies are flying lots of that business has to come our way imo, trading update next week GLA

R2

[roofer2] 24/6/2015 10:40

We are due a trading update with notification of results date for the first 6 months, SDM have already said there above market expectations, all looking good for new high share price plus increase in dividend when results are released IMO

R2

[luckymouse] 22/5/2015 09:05

close to channel trendline and miles below target - fancy a corner trade here

[roofer2] 20/5/2015 08:55

Just got back into these, hope I'm right again

R2

[aishah] 11/5/2015 12:08

Techinvest comment after AGM statement - "We made the shares a New Buy in this year's March issue at 123p. They look even better value now. Continue to add"

[luckymouse] 11/5/2015 11:30

Consolidating around here - just waiting for news and the next wooosh :)

[aishah] 07/4/2015 21:19

Nice quiet board. Did very well out of pure M2M play TCM. Hoping SDM does the same over time. SCSW comments:
"Peppiatt has just unveiled plans to relocate from the old factory in China, which is now 20 years old and covers 24,000 sq metres to a smaller state-of-the-art one, which is half the size but provides greater capacity. The move will complete by July and the £1m investment will have a payback of less than three yeas. Peppiatt is also taking other initiatives to boost sales. This year will see Stadium open three regional design centres; one in Zhangjiang Hi-Tech Park in Shanghai, one near Southampton and the third in the Research Park in Norwich, to help attract skilled staff.

Charles Stanley sees these initiatives and a strategy of hedging against currency risk taking group pretax profit to £4.2m (eps 9.1p) this year from just £2.7m in 2014 calendar year. Forecast for the following two years is £5.2m pretax profit (eps 11.9p) and £6.1m (14p). But those numbers could be beaten if Peppiatt is successful in making further acquisitions. Investors buying now could be in for an exciting ride."

So excellent growth rates of 30% followed by 17% for the next 2 years ending in p/e of only 8! dyor

[aishah] 07/4/2015 11:27

Been adding here as the M2M business kicks in. Charles Stanley has a 140p target. dyor

[luckymouse] 02/4/2015 16:38

interesting - just bounced off an old buy zone :)

[b1ggles] 27/3/2015 09:00

lol, the div was only 1.4p

[luckymouse] 26/3/2015 23:15

ex div & MM tree shake

[bobsgonnamakemerich] 17/3/2015 22:50

For those like me that missed it here's charlie with some good quotes. Interviewer is awful though.

[alter ego] 11/3/2015 12:27

another piece by Simon Thompson today in the IC - for on line subscribers. He advises running profits and thinks Charles Stanley's 140p price target is realistic.

[bobsgonnamakemerich] 10/3/2015 08:11

Yes, very positive for the future as well, order book strong and technology revenues up which will increase margins.

[rufio90210] 10/3/2015 07:45

Earnings per share 16% ahead of broker forecasts and dividend 8% more then expected. Looking good.