Sthree Share Discussion Threads

[shauney2] 14/9/2011 06:59

Snippet from the Daily Mail.It seems UBS bought on behalf of the co founder. SThree, the international staffing business, rose 4.6p to 228.10p after co-founder and former managing director Bill Bottriell bought 1m shares increasing his shareholding to 7.66pc.

[paleje] 13/9/2011 12:50

UBS Private Banking increased holding by 1m shares to over 7%. Don't know who reduced. Edit - also Impellam Group bought 135k of own shares today, another recruiter who think their own stock is too cheap.

[paleje] 12/9/2011 19:28

And..........the co bought another 75,000 of their own shares @ 222.

[shauney2] 12/9/2011 17:15

Thats fair enough.Did i say anything about bids? My point is this company is throwing off cash at the moment and look very good value and the CEO knows that and this could lead to a material increase in the value of his holdings in this fast growing and rapidly expanding emerging market company.Should i add another and to that? And-;)

[pwhite73] 12/9/2011 16:35

shauney2 - 12 Sep'11 - 16:26 - 169 of 169 "Always a good sign in my book." Not a good sign my book. The CEO and directors cannot purchase any shares if they are aware of any bids or facts that can lead to an immediate material gain on their recent investments.

[shauney2] 12/9/2011 15:26

Always a good sign in my book.He may as well round his holding up to 4 million.

[paleje] 12/9/2011 15:19

CEO bought 50,000 today @ 225.

[paleje] 12/9/2011 15:08

Yes nice one shauney, bucking the market trend too, good for them. Seem to be under the radar too, no thread activity.

[shauney2] 12/9/2011 13:54

Nice report from NWKI this morning.Would be a very good fit for someone.

[paleje] 12/9/2011 08:49

PWhite, agree recruitment acts as a barometer but so far the only serious slowdown across the board, from a raft of recruiters, has been the UK, and then mostly financials. Northern Europe, Asia, Latin America all still doing well. No sign of headcount reductions, that would be the red flag to watch for. Randstad are on the prowl:)

[pwhite73] 11/9/2011 19:40

Excellent figures. The trouble is this company is in the very sector that all regard as proof of the continued economic downturn namely recruitment. All this company has to do is announce stagnation or a slight dip and the shares will lose 60% in a day. But at the moment things look so robust it could be a bid target.

[paleje] 09/9/2011 16:04

Chairman bought 13,000 today @ 231. EDIT - and later in the day the company bought another 45,000 @ 225.

[southfly] 09/9/2011 09:22

Another upgrade for STHR. Panmure Gordon upgrades from hold to buy. Price target 388. http://www.stockmarketwire.com/article/4218428/FLASH-Panmure-Gordon-upgrades-SThree-from-hold-to-buy-target-price-unchanged-at-388p.html

[shauney2] 09/9/2011 09:21

Thanks for that pj. I like the EVO target price http://investing.thisismoney.co.uk/broker-views/

[paleje] 09/9/2011 08:23

FWIW I just spoke with an sthr person, it seems it's the drop in investment banking placements that's upset the market even though they had anticipated it and compensated in other areas and, in spite of it, have gross daily profit running at record levels. I'd say get used to the changing financial sector, it might be with us for a while or even permanently, STHR are taking sensible actions with it in mind.

[paleje] 09/9/2011 08:00

Oh dear, wonder where they sell flavoured hats locally. I honestly think anyone grabbing a few at these levels will be rewarded. I last added at 236 and don't have any spare cash. Directors 3 quid. But where does the market think the global economy is going? Might be even better rewarded by holding off a while, can't call it.

[shauney2] 09/9/2011 07:36

Not wanting to see you choke on your hat paleje.Just had a few.

[gswredland] 09/9/2011 07:16

and at what price were the directors picking these up?! Still looking to enter

[gswredland] 09/9/2011 06:36

lol paleje...we will see. Anything seems to happen at the moment

[paleje] 09/9/2011 06:26

That's a good update, if the market trash their shares again today I'll eat my hat, which will be a nuisance as I'll have to go out and buy one first.

[paleje] 08/9/2011 13:10

EMR numbers were bad because of their run-in with the German industrial courts over bulk min wage payments (margins hit) but.....aside from that, they said Germany still has acute staff shortages and they expect revenue to increase. Also confirmed Asia strong, Latin America in line, UK underperforming. The Germany snippet + the recent better numbers on southfly's post and Bundesbank reiteration of 3% growth suggest Germany might be OK for STHR. Rest of world we should expect continuing growth, UK is the weak spot. But STHR have been increasing headcount in the UK so why, if they see problems ahead? Well we'll find out tomorrow. Market seem to have already condemned them :)

[paleje] 07/9/2011 16:15

Yep just caught up with that, brighter note, Bundesbank reckon still on for about 3% growth, what wouldn't George give for that:) EMR update tomorrow, they have strong German business, problems aside it will be interesting to hear their outlook.

[southfly] 07/9/2011 15:03

Still significant eurozone debt worry but good news out of the German court today and strong data as well. German industrial production m/m better than expected at 4% against 0.6% expected. There has been no higher monthly figure for this data release ever, as far as I can see. But i only have data back to 2000.

[paleje] 07/9/2011 14:51

Thanks southfly, hadn't seen that. From Hold with 400 tgt to Buy with 285 tgt though seems quite a change in such a short time. Then again Germany has become a new worry only in recent days apart from the UK uncertainty, sentiment changes fast. I'm holding but admit to being a bit on tenterhooks.

[southfly] 07/9/2011 13:47

Peel Hunt upgrades STHR from Hold to Buy today. http://www.stockmarketwire.com/article/4217030/FLASH-Peel-Hunt-upgrades-SThree-from-hold-to-buy-target-price-cut-from-400p-to-285p.html