Sthree Share Discussion Threads

[paleje] 30/11/2012 21:00

Thought it was decent but only that, trading in line and on a pretty high PE, nice to hear Russell's commitment shares-wise though.`HVN issued a better update with expectation to exceed FY guidance by ~10% and they're on about a third of our PE, didn't do much for their share price but they look like a better buy. I hold both.

[el chupacabra] 30/11/2012 15:27

so what do peeps make of teh statement then?

[v11slr] 29/11/2012 16:31

Hmmm, it's up 2.4% today, maybe they do!

[greensiax] 29/11/2012 13:17

Hmmm, trading update tomorrow and mostly sells today. Think someone knows something we don't?

[v11slr] 29/11/2012 09:56

Numis reiterates STHR as a buy with a target price of 350p.

[paleje] 22/11/2012 16:10

Shore Capital issued a Hold note this morning, no target. Recruitment seems to have gone out of favour for now, TS due early Dec, some co's have been reporting slowdowns in Asia, demand from mining and energy has softened too, be interesting to see how things are holding up.

[cockneyrebel] 22/11/2012 15:29

Firmed up this afternoon - more share buybacks imo.

CR

[cockneyrebel] 22/11/2012 11:50

little pull back today, more cheap buybacks by the co again this afternoon I guess :-)

CR

[cockneyrebel] 06/11/2012 15:33

XD for 4.7p at the close tonight.

CR

[cockneyrebel] 02/11/2012 14:50

Chart looking nice here.

CR

[paleje] 27/9/2012 14:52

Edit - Goldmans today restated Buy with target 397p.

[cockneyrebel] 21/9/2012 08:52

nice buy point on that bowl imo - all those co buybacks going to help drive prices up here imo.

CR

[cockneyrebel] 19/9/2012 14:15

Next leg up?

CR

[cockneyrebel] 17/9/2012 12:06

Intra-day reversal

CR

[cockneyrebel] 14/9/2012 15:42

lovely

CR

[cockneyrebel] 14/9/2012 08:44

Lovely bowl on the chart, should rally strongly in a cyclical bull mkt imo.

Through the recent high.

CR

[paleje] 14/9/2012 07:25

Wonder why we're buying our own shares again.

[cockneyrebel] 11/9/2012 11:36

Good buying of the dip here today

CR

[cockneyrebel] 10/9/2012 10:53

Numis have a buy ut today - 350p target.

CR

[paleje] 07/9/2012 16:00

Yep, think you could be right CR, Europe looking slightly less shaky, business holding although the perm/contract mix has changed, cash positive and reference to progressive divi policy again. Market seems happy, till the next crisis:)

[cockneyrebel] 07/9/2012 15:24

Nice breakout through the recent resistance.

CR

CR

[cockneyrebel] 07/9/2012 09:21

bottomed imo.

CR

[paleje] 16/7/2012 10:02

Overall a bit lacklustre reflecting market conditions, numbers weren't bad mostly positive, revenue up, proportion of international business up, non ICT business increasing, margins holding up a bit, plenty of cash, EPS down for reasons given, fair all round except for the static divi although they did re state the possibility of another one-off depending on circumstances. They also flagged the need to attract specialist knowledge and, in spite of their preference for organic growth, a possibility of acquisitions if they fit group strategy. A hold for me for the divi and add if they approach 200 again depending on background at the time.

This mornings broker notes -
PMG - sell
Investec - Buy
Oriel - Hold
Peel Hunt - Hold
Seymour Pierce - Hold
Shore Cap - Hold

[paleje] 11/7/2012 08:41

HAS gave a flat update this morning, unusually Asia Pacific being weak due to banking and financial services, is there more of that to come? What I noticed was the strength of Germany and also demand in resource and energy stocks which has also been flagged up by others incl MPI on Monday...the energy & resources sector has been heavily sold down, yet recruitment demand is at a high (is there a message there).

STHR started reducing financial sector exposure 18 months ago and increased energy, resources and related industry about 12 months ago, their German exposure has remained, numbers on Monday should be interesting.