Share Name Share Symbol Market Type Share ISIN Share Description
Sthree Plc LSE:STHR London Ordinary Share GB00B0KM9T71 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -4.00p -1.43% 275.00p 275.00p 276.00p 279.50p 275.00p 279.50p 52,857 15:05:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 1,258.2 47.0 26.6 10.3 361

Sthree Share Discussion Threads

Showing 451 to 475 of 475 messages
Chat Pages: 19  18  17  16  15  14  13  12  11  10  9  8  Older
DateSubjectAuthorDiscuss
08/10/2019
21:33
Its a lesser version of STAF?I can't wait for STHR to lose 95% of its value in a year.From a quick look STAF only provide low margin contrack work for likes of the probation service,Amazon M&M.Give me a detailed comparison between the 2.Markets,sectors,countries they operate in etc.
shauney2
08/10/2019
17:18
Are you playing the STAF game - Which comes first: the profit warning or the takeover? ;-) I had a look there when the stock was trading around 155-160 and couldn't justify a position with the premium to the potential offer (HRNET buying at 180) being too small to justify the risk of the political meddling and deteriorating macro environment. I held STHR earlier in the year (as per previous posts) because I had more confidence in the macro, and perhaps even stupidly, had abit of faith in the political elite to find a way forward that allows economies to continue on a more stable footing. The problem now is that the macro data is looking horrendous and the consumer is on the cliff edge imo. A few more doom and gloom headlines should do the trick in completely hammering confidence. It's also the way the profit warnings are coming in. I counted 28 in one of the recent weeks, with 8 on the Tuesday alone - that's crackers. It's profit warning central with trading going from "in line" to profit warning in a very short period of time. It's nigh on impossible to be long out there. I only have a handful of stocks I can be long without thinking "I'm probably going to get walloped very shortly". Ultimately, I'm going to say the same thing I have been harping on about for a while: warnings galore to follow with trading deteriorating very sharply. Is it baked in with STHR at the current valuation? This looks cheap, the balance sheet isn't a train wreck and there is a nice dividend at present. However, I only believe it is baked in with progress on the key political/economic issues being resolved. Beyond that, it is troubled times ahead I'm afraid. However, I do agree that corporate activity is definitely a realistic scenario. As has been widely publicised, there has been a bonkers amount of bid frenzy as UK plc gets bought out so could this be a target? Absolutely But again, it's a lesser version of STAF - Which comes first: the bid or the profit warning? For those reason, I sold out earlier and have no position at present, but will consider a re-entry IF the political morons get their acts together. Oh god, I'm dreaming with the rose tinted specs on. Hell, live in hope then! Good luck folks.
sphere25
08/10/2019
14:25
RWA said that the IT sector was resiliant which bodes well for STHR and their STEM markets.Only last month they said they were seeing strong demand in their STEM roles. Things can change quickly though. PAGE,RWA and STHR have been through all this before.The only one with net debt is STHR with -12m and that is reducing fast. I can see RWA with 20% of its M/cap in cash and STHR on their current ratings being of interest to the larger recruiters or private equity as was the case with HVN.
shauney2
08/10/2019
08:49
Had a long position here earlier in the year here. With all the political chaos and weakening macro data, closed it out. PAGE and RWA warn today - it really is profit warning central out there. Unfortunately, STHR will follow suit. Too much damage has been done by the political meddling on both sides of the Atlantic. Profit warning central to continue.
sphere25
17/9/2019
19:10
Excerpt from Interim Results released this pm by Merchants Trust (MRCH)... Half Year Report - HTTPS://www.investegate.co.uk/merchants-trust-/rns/half-year-report/201909171349526397M/ ...Perhaps the extremes today are not at the same level as in that period, but much of the market is partying like it's 1999. We are not going to chase the most fashionable companies if we cannot make a sensible valuation argument for investing in them. Especially as we can find many fundamentally sound businesses trading on really attractive valuations. To give just one example, we can look at SThree. This company is a leading provider of primarily contract employees in STEM markets, such as life sciences, engineering and IT, to large employers around the world. The company has just reported interim sales (net fees) of £163m, up 12% from a year ago, and operating profits of £25m up 21%, with 86% of its sales outside the challenging UK market. 5 years ago, in the same period in 2014, the company reported sales of £101m and operating profits of £8.4m. So sales are up 60% and profits have trebled in 5 years. The really remarkable thing is that the share price has fallen over that period, from 360p in July 2014 to 281p in July 2019! On consensus forecasts the shares* trade at just over 8x price to earnings, with a dividend yield of 5.6% and no debt on the balance sheet. Recruitment is a cyclical industry, so the valuation would be expected to come down late in the economic cycle. However, with substantial long-term growth opportunities and with most of its business overseas, this valuation looks far too low...
speedsgh
13/9/2019
09:50
Good update today
lancasterbomber
22/7/2019
13:00
STHR H1 results - analyst presentation 22.7.19 Https://www.piworld.co.uk/2019/07/22/sthree-sthr-h1-results-presentation-22nd-july-2019/ (Different from post above, which is just a short results overview).
tomps2
22/7/2019
07:37
STHR H1 results overview by Mark Dorman, CEO & Alex Smith CFO. Https://www.piworld.co.uk/2019/07/22/sthree-sthr-h1-results-interview-july-2019/ Covering financial highlights, focus on contract, non financial KPIs, market drivers and the outlook.
tomps2
08/7/2019
11:06
Given the hectic economic backdrop, it’s reassuring to know that the company supports a high degree of resilience due to the focus on the contract segment. I’m positive the market will rerate STHREE, in terms of its peers in the short term with some solid results.
hierarch
02/7/2019
16:20
Useful trading update research. Replace the xxx with www hxxps://xxx.sthree.com/media/2225/rcp-sthree-24062019.pdf
markyjacob123
07/6/2019
08:13
Qtr2 and H1 results to look forward too
chrisan101
07/6/2019
08:12
Payday!! Whoop whoop
chrisan101
23/5/2019
16:48
A bullish article in todays Shares mag under great ideas. "Recruiter SThree has big growth prospects and cheap shares Specialism in high growth markets should drive a revaluation of the shares"
shauney2
25/4/2019
19:04
Interesting post, I totally agree.
chrisan101
25/4/2019
12:06
Interesting AGM vote. I think that Owen Walker's FT article last month is most relevent here and I have posted a snippet frrom it here:- ------------------------------------------ Some of the UK’s best-known fund managers now plan to vote against tarnished individuals on the other corporate boards on which they sit. “We need to get a grip on the individuals who worked on these audits,” said the head of governance at one of the UK’s biggest fund managers. “If you are an audit chair and a scandal happened on your watch, then it’s very difficult to say you were not involved.” Several investment groups contacted by FTfm said they planned to target the chairs of audit committees at scandal-hit companies and then vote against them in their other corporate posts. Some said they would identify the named audit partner at accounting firms that signed off problematic books and challenge their involvement in providing services to other companies. “There is a lot of concern about the quality of audit,” said Mirza Baig, global head of governance at Aviva Investors, one of the fund groups taking a tougher stance. Mr Baig said Aviva Investors would scrutinise audit chairs at companies such as Carillion, Interserve and Patisserie Valerie, which collapsed, as well as Metro Bank and the housebuilder Persimmon, which have drawn shareholder anger over governance failings. Some directors have already quit after shareholder pressure. Andrew Dougal, who had been audit committee chair at Carillion, stepped down last year as a non-executive director and audit chair at Victrex, the FTSE 250 plastics maker. At Patisserie Valerie, the coffee chain that went into administration in January after suspected accounting fraud was discovered, audit chair Lee Ginsberg resigned last month. He has also left the board of travel company On the Beach Group and will step down in April as audit chair of Reach, the publisher of several UK national newspapers. Mr Ginsberg is still listed as being on the board of Softcat, the FTSE 250 IT company. Interserve, the UK outsourcer, collapsed into administration this month. Anne Fahy, its audit committee chair, has the same role at three companies — Coats, the FTSE 250 textile maker; SThree, the recruiter, and Nyrstar, the Belgian metals group. The Investment Association, the trade body, said audit quality would be a main issue in the forthcoming season of annual meetings. “There is a role for investors in making sure companies are getting a high quality audit, by holding audit committees to account and making sure they are ensuring the auditor has done a good job,” said Andrew Ninian, director of stewardship and corporate governance at the IA. Institutional Shareholder Services, the global proxy adviser, said last October that it planned to track and identify lead audit partners at UK companies with accounting scandals. ------------------------- Personally I don't see any point as aa sharholder in paying a salary to an auditing Director when clearly there is a track record in having failed to do so in the past. Natrurally it therefore makes no sense to vote to re-elect them. I'd be interested in the thoughts of others PIs on this particular point.
thorpematt
04/4/2019
09:08
Ok so it will drop a few points at the end of the month for lovely dividend payments! Other then that, with no bad news it should rise of the back of its good financial results. Happy days!
hsduk101
04/4/2019
07:29
No idea but long may it continue. Ex Div @ end of the month.
chrisan101
04/4/2019
00:28
This has made a nice movement in the right direct up 5% in this week! Any reasons why this might be? Results werr very decent this year
hsduk101
22/3/2019
08:13
The drop may be related to brexit where the market feels remaining in the EU (via a deal) is more likely now. GBP goes up and Sthr profits reduce as 80% odd comes from EUR and USD
richard98765
22/3/2019
06:44
I’m in today for some
linton5
21/3/2019
18:36
Maybe, sounds plausible but there were no obvious big sells reported today. Perhaps being worked on.In any case then a buying opportunity.
goldry
21/3/2019
17:47
Maybe this was the kiss of death. LoLhttps://www.fool.co.uk/investing/2019/03/21/8-days-to-go-i-think-these-5-dividend-stocks-could-protect-you-from-a-destructive-brexit/
chrisan101
21/3/2019
17:27
I don't think it's Brexit as other recruiters didn't drop.At a guess large sell trades from directors exercising LTIPS to settle tax liabilities. Doesn't take a lot to see large swings.Only a guess.
chrisan101
21/3/2019
16:32
Any ideas why the drop. All recent news has been positive. Brexit sentiment?
goldry
20/3/2019
08:18
Unloved and undervalued IMO
chrisan101
Chat Pages: 19  18  17  16  15  14  13  12  11  10  9  8  Older
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