Stm Share Discussion Threads

[cwa1] 03/7/2020 07:10

Dividend has finally appeared at iDealing this morning. Better late then never. Did I get the prize for slowest payment?

[gary1966] 29/6/2020 16:30

Divi in account today with x-o.co.uk

[lundun42] 29/6/2020 16:09

Re: Investors champion market wariness and other comments. IMO the market doesn't like surprises and unfortunately STM has regularly delivered over the past few years e.g. Regulator troubles, CEO arrest, last years profits warning. I think they need to start coming good on the optimism put out in the last few annual reports to convince investors that they're on the right track and past issues are well behind them. It's disappointing that the recent share price improvement hasn't held up above 30p but thankfully I was able to take some profits before the price slipped. If it continues to drift down it might be time to pick some up again.

Alternatively it would be nice to think that they could be a target for another acquisitive group which might do wonders for the present share price! A larger player could probably strip a lot of cost out as the STM board & head office overheads must be at least circa £2m (e.g.YOY board costs increased 46% - Board shown as £800k in accounts but when you add in any bonuses etc and CoSec and other group exec costs like Risk/Audit it must easily be north of £1.5m), so an immediate uplift in profits for an acquirer who already has those capabilities and can strip out other duplicate costs.

[lord gnome] 29/6/2020 10:41

Had mine last week with Interactive.

[cwa1] 29/6/2020 10:04

Cheers all, glad to hear it isn't personal to me ;-)

[gary1966] 29/6/2020 09:54

Not received mine yet CWA1

[taylor20] 29/6/2020 09:54

Not yet, with iweb.

[cwa1] 29/6/2020 09:25

Anyone else NOT had their dividend credited to them yet? Or, to turn that on its head, who HAS received their dividends and with which broker? Thanks.

[smithie6] 28/6/2020 18:06

(& much better risk/reward at 28-29p than at 60-65p)

[welsheagle] 28/6/2020 08:42

Thanks Smithie6

[smithie6] 27/6/2020 22:18

partly since it hit a bump in the road & had a reduction in profits

mkts dont like a fall in profits...& give it a low p/e

but overdone imo

if we see an expectation of an increase in profit then we should see the share price go up, each to their own opinion but I think its best to take a position before that/then rather than afterwards

[welsheagle] 27/6/2020 10:31

Anybody have an idea why this is so lowly valued - PE ratio of 4.97, and more cash than the market capitalization !!!.

[smithie6] 12/6/2020 13:08

cash reqd. to be held

how much of the total comes from the different things

- staff costs (is it for 3 months ?, to be to provide continuity of service to clients)
- insurance businesses (btw, for what reason ??)
- anything else ?

overal total = ?

[lundun42] 08/6/2020 12:09

Interesting to read the solvency reports for the STM insurance businesses that have finally been published on their websites. They are reporting that the solvency capital requirement has increased by nearly £4m over the previous year, now totals £12.4m. So when/if they manage to merge the insurance subsidiaries it doesn't look like they'll be freeing up much in the way of capital unfortunately?

[smithie6] 19/5/2020 08:28

oooh

another good up day, even after yesterday's +15%

nice.

-----

but still cheap imo

I'm hoping that we will see an acquisition this year, recalling that the co. said it was looking at some
& the last one should be fairly well integrated soon

[sphere25] 18/5/2020 15:19

No stock on the offer at 31p. The buys are being negotiated at enormous premiums to the offer (20k @32p 30k @35p).

The boring stock is daring to not be so boring.

[smithie6] 18/5/2020 15:15

update

someone bt

30,000 at

..wait for it...

35p


!!!!!!!! :-0

smtm !!

:-)

====

buy price up from 27.5p to 35p in 24-48 hours.
that's +34% according to my calculator ! :-)))

[smithie6] 18/5/2020 15:12

20k bt at 32p

by someone

(just 24-48hrs you could buy at 27.5p, so, a sizeable jump in price)

40p here come, imo

=====

if only everyday was like this, boring would be great !

[smithie6] 18/5/2020 14:48

it's not all good news though

the rise in share price means that the divi yield has now fallen

to 5.08% according to this website

je je. ;-)

[sphere25] 18/5/2020 13:40

Might have to take those boring comments back with the stock up 10%.

Can it break 30p though?

Surely its boring nature means it needs a good boring month or two to get through there ;-)

[kemche] 18/5/2020 11:44

One impediment out of the way.

[value hound] 18/5/2020 11:29

That's a relief.

[smithie6] 15/5/2020 12:49

cheap as chips :-)

(& imo, downside protection is excellenté)