Stadium Group Share Discussion Threads

[roofer2] 09/2/2017 21:28

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

R2

[roofer2] 06/2/2017 12:21

Share tips in various share magazines attract the 10% brigades, news flow is what keeps a steady sustainable share price rise, SDM have never been all that good in this department hence the big peaks, SDM are run more like a little family business than a stock listed company IMO

R2

[roofer2] 23/1/2017 11:05

There is no Chinese trade embargo, there is a record order book though, I've topped up again this morning as i can see record share prices this year as all acquisitions start to pay of with record profits IMO gla

R2

[tattooed93] 23/1/2017 10:41

until they warn like tey always do

Chinese trade embargo also a problem

[aishah] 23/1/2017 10:32

Techinvest 2017 NAP @84.5p "On a prospective P/E of just 7.3 for fiscal 2017, the shares look fantastic value."

[tattooed93] 19/1/2017 17:44

The incoming Trump administration has given Silicon Valley a headache, mainly due to potential plans to penalize companies that manufacture goods in China. But not all of Trump's proposed policies may have a harmful effect on the tech sector.

[roofer2] 18/1/2017 10:28

Someone consistently buying in small amounts for the last few weeks now, could it be Henderson Group still adding on the run up to the results knowing we have a record order book! Gla

R2

[roofer2] 16/1/2017 14:20

Henderson group have been adding again, all looking good as institutions get to know good before we do, then again the rns update was conclusive on record growth IMO gla

R2

[roofer2] 16/1/2017 09:46

Preliminary results for the year ended 31 December 2016 will be announced on Tuesday, 14 March 2017.

"The Group made further significant progress in 2016 with continuing growth in the Technology Products division. With the order book at new record levels and strategically located design centres, manufacturing centres of excellence and regional fulfilment centres in place to support its delivery, as well as the recent acquisition, we are confident about the outlook for 2017 and beyond."

Good growth supported by record levels on the order books and a dividend to support the share price, what's not to like as we power ahead into the year back to record share prices IMO gla

R2

[albanyvillas] 13/1/2017 16:28

sold out a while ago, totally rubbish

[roofer2] 13/1/2017 14:13

Well SDM, CAP-XX and FFWD are my top tip investments for this year lets see what year end brings ! No advice intended as I get most wrong lol

R2

[pj 1] 12/1/2017 22:53

Fair comment phil. I'd rather wait a few weeks and make sure all on trak, bearing in mind their more high profile PR just before the profit warning.

No Finance replacement yet......

[philw2009] 12/1/2017 21:38

I bought these speculatively after the last warning in the hope that there wouldn't be any more warnings and the share price would at least recover to the 120p territory.

I think a 'small miss' is probably about right and barring any hiccups, these should be up to 120p after the results 150p by the end of 2017. A decent trading update this year might even see it go past £2?

Happy to hold and see where it goes for now.

[pj 1] 12/1/2017 12:43

Broadly in line hints at a small miss to me, and if you add the debt back then it puts it on a p/e of 11.5?

Not quite enough to get me to buy back in currently but watching more closely now.

[eagle eye] 12/1/2017 11:16

tjbird, Historically the track record is poor, but Stadium is a business in transition and I think it looks undervalued based on the current forecast.
House broker Singer has pencilled in pre-tax profit of £5.8m and corresponding EPS and dividend of 11.5p and 3.0p respectively for the the year to Dec17 (Sept16)
If the shares can re-rate to a prospective PER of 10 which isn't shooting the lights out, then a price target of 115p isn't unreasonable which is 35% ahead of today's 85p.
I don't dispute the track record has been iffy and the shares are illiquid, but there appears to be good value here IMHO.

[tjbird] 12/1/2017 07:39

This company is not to be relied upon. A consistent profit warning maker.

[zipstuck] 12/1/2017 07:37

Cash down to 3.5 from 4.6 broadly in line?

[aishah] 09/1/2017 12:16

Surprised this hasn't moved much today. Techinvest 2017 tip.

[martinthebrave] 18/11/2016 11:04

Back in hear today. Decided rather than wait for the share price to move up, I would move it up a bit myself.....GLA

[penpont] 07/9/2016 18:39

Simon Thompson gave a positive update in the IC today, concluding:


'The fact that the order book continues to do rise strongly would suggest that Stadium’s management team is still worth backing given scope for earnings to accelerate on the back of exposure to the design and manufacture of electronics for the high growth markets including the machine-to-machine wireless sector that supports connectivity between devices. I remain positive and the shares are a recovery buy.'

[spooky] 07/9/2016 13:10

Thanks B1ggles.

[b1ggles] 06/9/2016 11:35

Yes, spooky, tipped by Techinvest this weekend as a New Buy.

[eagle eye] 06/9/2016 06:49

A solid performance considering the loss of a large customer.
The business model is changing and current rating offers recovery prospects.
The outlook is positive with a growing order book. The downside appears limited, though the shares are illiquid.

[ggbarabajagal] 06/9/2016 06:12

Uninspiring
Sales down and profits going nowhere
Same story for a decade

[alter ego] 05/9/2016 08:00

spooky, no - Stadium Group’s 2016 Interim Results will be announced on 6th September 2016.