Stanley Gibbons Share Discussion Threads

[jadeticl3] 17/9/2015 20:00

Superior shares, you have been exceptionally active during September. Are these posts all that they appear to be? Your grammar and general language seem to me to be artificially poor.
We have enough problems with SGI without having to deal with you also.

[superiorshares] 17/9/2015 19:44

its a second profit warning coming. seen it all before.

[graham1ty] 17/9/2015 19:30

If there is something specifically wrong there is some pretty impressive insider trading going on. If it is just general overvaluation, this is one hell of a correction. The company goes into close period in two weeks, so maybe a trading statement at the Sept 30 period end ? They have got to say something

[jeanesy2] 17/9/2015 19:17

There is something clearly wrong here ... time for the company to break the silence one way or the other !

[superiorshares] 16/9/2015 21:28

plenty of people graham otherwise they wouldn't do them. I am actually a Stanley fan. im not trying to push the bear case just thought it was a good short at previous prices. I didn't short it because I didn't have the money to do it. Having said that I think I would still rather be short than long at £1.80. on the forward pe ratio`s I don't recognise them, it`s what it is today that counts is it 40 ?. if the stock price was halved that would give it a market cap of about 45 million ? whats the cash and stock total on the book. not retail ? so a share price of 90p if someone would be so kind. what pe ratio would that give it/ div yield and discount/premium to stock/book value and cash please. regards to you all.

[graham1ty] 16/9/2015 18:00

The top line says "up to minimum 50% return". That is not English.....if they deliver 25% return does that qualify as "up to"....even though is below the minimum.

I would love to know what kind of person replies to cold mailings like these......

[graham1ty] 16/9/2015 17:55

Though I am horrified to get another mailing from SGI flogging investment products suggesting that guaranteed 50% return over 5 years ( if you invest over £250,000). Really ? Want to read the small print carefully as these contracts got SG into trouble a few years ago. I think these mailings really demean the SG brand.....

[graham1ty] 16/9/2015 17:51

Think Superior is slightly over egging the bear case.....

[alter ego] 16/9/2015 17:22

P/e in 40's?

Digi tallook have fwd p/e at 11.6

[superiorshares] 16/9/2015 04:35

momentum took up over £3 and momentum is now bringing it down.
is the pe ratio still in its 40`s ? the stockmarkets are possibly turning into bear markets ? you a having a laugh with that pe ratio.
it gave a sales/profit warning- bad news comes in three`s.
the share price is falling and it is falling quickly- never catch a falling knife !
if there is a stock market rout ? sgi will get absolutely hammered and it will be quick !
as I said if this happens ? the share price will collapse and remain in the doldrums for some time and then be take private by either the manage ment or venture capital.

[superiorshares] 16/9/2015 04:17

graham- you are all way to technical in your analysis than I will ever be. I like reading all the commentaries. where do I get 50p -£1.from ?
my grammar is awful. computer skills nil, charting ability nil but what I do have is a brain that can absorb and retain information .
sgi has a valuable brand- their is no change in the value of the brand from when it floated and I think that was at 29p ?
sgi is the best in stamps in my opinion .
has the percentage of high net worth individuals, willing to invest in alternatives risen ?
I don't know how to pull up my old post`s but I think I said this was worth a short at about £2.54 and in a previous post asked anyone for sub £2.50 med term.
here`s my analysis.
sgi is a very small company that is thinly traded. it is in a market that will have no interest to a great many stock traders ,either because they wont understand the product or they don't view the product as investment ?

[graham1ty] 15/9/2015 22:34

Superior, where on earth do you get all that from ? Yes, trading is not as bullish as suggested, yes the trading platform has not taken off, yes I have written bearish articles on Stockopedia, but 50p. Sorry, no. SGI has a valuable brand and a significant presence. It ain't bust and is worth far more than 50p. I have said all along, not 380p, but also not 50p. They cannot take it private as there is no Board block that could force it through.

I have watched SGI for almost 15 years. IMHO the valuation now has all the hype removed and I will soon be interested again.

[superiorshares] 15/9/2015 10:14

should Stanley put out a further profit warning ? My worst case scenario for present shareholders is..... a total share price collapse ! im talking sub £1 pound here, maybe as low as 50p area. this would be followed by a period in the doldrums. the management would then take the company private at a snip to stock value. although if anyone can call the bottom ? I think they would still make a handsome profit if this was to be the case ?

[superiorshares] 14/9/2015 18:59

yet again I am the man :-)

[jeanesy2] 14/9/2015 18:07

The shareprice chart is really not looking good here!

[superiorshares] 08/9/2015 18:11

njb67 - the brand has survived hundreds of years , sorry but I don't think business strategy comes into it. It comes down to one thing . will the percentage, of global rich kids, who are willing to invest in alternatives rise ?? . The three things that I think will do this are 1 The inevitable financial implosion of the brilliant EU dream team. 2 The usa`s eventual stopping of its ability to forever borrow more and more money. 3 The possibility
that china`s great growth story was all but a politically motivated myth ?
regards to you brother/sister .

[njb67] 08/9/2015 07:25

SGI have a strong brand. I am though not convinced that their management has the business strategy to convert that brand into shareholder returns.

[superiorshares] 08/9/2015 01:18

ps. some of that stock has been for sale for a long time.

[superiorshares] 08/9/2015 01:16

graham- i would wait till someway below £2.00 before you put it on the buy list.
you have a build up of global problems, which should drive alternatives , this could take a few years to flow through ? you have the potential for major stock market corrections in the next few months, if so sgi will take an almighty pounding !. hold fire , brother.

[graham1ty] 27/8/2015 20:39

Why is it a monopoly ? They have a tiny % of the stamps market ? Bigger in coins, but tiny in antiques. EBay must do 1000x the SG turnover and for most stamps SG price themselves out of the market. Look at the thread above a couple of months ago discussing stamp pricing and margins.

I agree SG has the best name in stamps worldwide but have never made enormous money from it.

[investor40] 27/8/2015 20:16

at this level I rate them a buy---the low market cap. in what is a virtual monopoly may well attract a bid at some stage---chart also quite interesting---now

[graham1ty] 26/8/2015 17:14

I am absolutely not de ramping. Please no. I have followed SGI for ten years. I am just making observations on the Annual Report. And on STs constant bullishness

[pavey ark] 26/8/2015 16:55

The guy has a salary of c£220k yet you criticised his cashing in some option when the value of his holding after this was still £700k and his livelihood was also tied to the company.

Now with this depressed share price you criticise his holding ONLY 225k shares, still worth twice his gross salary and possibly three times his net salary.

I think your recent comment that you are looking to buy here puts your posts in context.

In spite of this it is always good to hear opposite views and this has certainly pushed me into looking harder at SGI so thanks for that.

[graham1ty] 26/8/2015 15:18

Paved, I think they are very close to back on my buy list. I suppose my point is that it had been hyped. There was too much lazy financial journalism " alternative investments are best thing since sliced bread" and " new online platform will change the world". It is much harder work than SG ever let on. They have a cracking brand, an extraordinary place in worldwide philately, however, they have not exploited that as they thought they could. Now there is the distraction of all the acquisitions.

Jury is out. It has not been easy for them and the valuation was taken far too high.

After 15 years, would hope a CEO would hold more than £400,000 worth.