Stadium Group Share Discussion Threads

[rp19] 15/3/2017 19:09

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.

[cockerhoop] 15/3/2017 16:19

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.

[rp19] 14/3/2017 18:06

Outlook statement positive imo as they transition to higher margin work.

[opodio] 13/3/2017 09:53

currency going the wrong way

[cockerhoop] 13/3/2017 09:44

God knows why, very aggressive accounting policies there! Barge pole for me.

[eagle eye] 13/3/2017 09:31

Telit final results warmly received by the market today.
Hopefully sector sentiment is on the up.

[aishah] 06/3/2017 14:11

Henderson over 18% now. Results 14th March.

[cockerhoop] 02/3/2017 12:44

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.

[roofer2] 02/3/2017 12:30

Yes I got it wrong, I'm not in but that's life !

R2

[cockerhoop] 02/3/2017 11:53

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 :-)

[roofer2] 02/3/2017 10:39

Could news of results have leaked, I was thinking with the record order books could it also be record profits ? Gla

R2

[aishah] 27/2/2017 10:21

On a fcst PEG of 0.4 (2016) and 0.26 (2017). N+1 fcst of 8.87p (2016), 11.49 (2017). Also yielding over 3%. Prelims 14th March. Cheap imo. dyor

[eagle eye] 23/2/2017 12:20

A good opportunity to meet the company the day after results:

Stadium Group plc
Investor Results Briefing

Stadium Group plc (AIM: SDM), a leading supplier of wireless solutions, power supplies and electronic assemblies, announces it will be holding a presentation for investors on Wednesday, 15 March 2017.

Charlie Peppiatt, CEO, and Andrew Tonks, Interim Group Finance Director, will present the Company's financial and operational results for the year ended 31 December 2016 which will be announced the previous morning, as well as including an overview of the Company, where they are currently positioned and their plans for the future.

The event will be held in the Black Bar, upstairs at Rocket Bar, 6 Adams Court, Old Broad Street, London EC2N 1DX from 4.45pm for a 5.00pm start. This will be followed by light refreshments and an opportunity to network.

To register for the event, please email [e-mail] or telephone Walbrook PR on 020 7933 8780.

[roofer2] 20/2/2017 10:49

Results are out in around 3 weeks, if the seller, possibly Henderson, has dried up a nice upwards swing could be in the cards, we know SDM have a record order book but does that mean record profits ? Gla

R2

[paduardo] 13/2/2017 18:41

Broadly to me means up to 5% down from forecasts. What concerns me is the pound is approx 20% down against the hk dollar over h2 which will give a positive tailwind to the reported results yet they are still only "broadly" in line.

[rp19] 11/2/2017 18:35

FY results (mid March) are not going to be anything special and it is priced as such, but the outlook statement will be key. The search for a permanent FD does seem a tad prolonged though.

[cockerhoop] 10/2/2017 14:34

Deleted - Wrong thread!

[pj 1] 10/2/2017 14:26

If they win (or lose) a Contract that affects the current market expectations then it has to be advised by RNS. If they win an expected Contract that is already factored in to expectations then it is at the Company and NOMADS discretion if to RNS or not.

[alter ego] 10/2/2017 13:39

Roofer2, companies only announce contract wins when it is "material". That usually means large. SDM last announced a contract win worth £5m which I guess would have been about 10% of revenue. !0% seems to be a figure that is widely used.

The absence of large orders doesn't imply no orders, just everyday ones. We were told in January that "With the order book at new record levels..." which seems to me to indicate no particular cause for anxiety.

Full year results could be slightly below previous expectation as they were described as "broadly in line" but I expect the market has adjusted for this already. What lays ahead is still to be seen.

[roofer2] 10/2/2017 13:24

Yes, Henderson started selling consistently is a big worry, where is the new contract news to back up record order books that SDM told us, surly an RNS should have been given to support that statement re new contracts ? Gla

R2

[cockerhoop] 10/2/2017 12:51

Roofer2,

There seems to be a marked contrast between your views on the company in January (Post TU) and those in Feb - any particular reason?

[roofer2] 10/2/2017 12:46

I'm just wondering if Charlie will have a job in 4 weeks time ! With Henderson still selling it doesn't look good IMO lot further to fall yet before results in 4 weeks IMO

R2

[zipstuck] 10/2/2017 11:42

Just wondering about the pension scheme impact on results.