||EPS - Basic
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Stm Grp. Share Discussion Threads
Showing 576 to 599 of 600 messages
|I agree, but there will be some just wanting out and small volumes will IMO affect the share price in the short-term until the fog has cleared and management can prove their business model and yield for the company. A decent increase in divi IMO would provide a good vote of confidence, OR clear guidance as of use of net cash to grow the business.....let's see..|
|The price of the shares has been in the range 35-40p for the last month and is at the bottom of the range now. It was 50p+ prior to the gov't budget action on QROPS in the budget.
We are on a fully diluted PE ratio of just over 9 - 35p/3.87 which is not demanding.
Looking forward there has been an increase in certain senior staff (negative) but there must be a general reduction in costs as new business development I suspect has all but dried up. The new policies must be now generating income and profits, so I would expect profits could rise strongly over the next 1 or 2 years (positive). In addition there is scope for acquisitions that are like STM in a run-off position for the next 20-25 years (positive)
There appears to be no urgent capital needs - in fact I would suspect these may fall.
I increased my holding by over 100% @ 35p just after the budget.
I believe that 50p (plus divs of up to 2p pa) is a reasonable target for the next 2 years.
It will be interesting to see whether ST of the Investors Chronicle who has tipped this share agrees.
Anybody agree or disagree with my assessment|
|pro tem 50p is about fair value here|
|Decent earlier buy at 42.5 reported..|
|OK, but putting a dummy trade in and they want £5k of my stock at a slight premium, so that IMO appears positive....DYOR etc|
|nothing more other than someone paid 45p, spread is awful.|
|Any views peops?|
|Off we go....! that is some jump,|
|yup will get later|
|Have u a link?|
|Just read Fincaps article, and they seem pretty upbeat....implication of accretive deals IMO to use cash pile and boost earnings....and then it believes its growth rating will return.....DYOR and will be interesting to read ST's article if he provides an update on this...
hope all is well Riv
|This new article from Investors Champion is worth a read for holders re not only the effect on QROPS of the Budget changes, but also certain other accounting issues:
|Let's see if we get any comments etc but v encouraging|
|This worst case scenario still represents double digit revenue growth from 2016 to 2017 and does not yet reflect changes in the Group's cost base which management will focus on, where appropriate, to ensure that margins can be maintained...|
|The 2017 spring budget certainly has thrown a curve ball into our expectations for new QROPS business. However, our business model is based on a robust recurring revenue stream and thus, whilst profits for 2017 will have been impacted, we still expect a growth in profit compared to 2016."significantly undervalued. Results Read v well|
|could be blue by COP at this rate IMO....DYOR and agree with you tsmith2|
|Good buying here. Probably an overhang being seen off. Hopefully, company starts a buy back prog.Profitable, cash generative..solid yield play|
|good one you cameron, and agree re ST, let's see what next week holds, but the retrace is nice in the short term|
|I bought some shares following ST article @ 45p in December as they appeared cheap on current trading grounds with good growth prospects in at negligible cost.
The shares went up nicely but the price tanked yesterday and this morning following the budget.
The current profitability which is not reflected in the historic accounts as there are many new QROPS, the ongoing recurring income which has yet to appear in published accounts. There may be new QROPS written but the volume set up may not be at the level previously anticipated. At mid 30s this could turn into a bargain income stock.
I reckon at current prices the shares are very cheap and more than doubled my holding this morning at 35p. I see the price has started to pick up already.
If there is not further rerating before the results, the results may be a catalyst for a rise back to mid 40's plus.
ST is unlikely to put his head on the chopping block with a new opinion until he sees the results on 14th and discusses them with the directors|
|looks like buyers are returning....let's see what they throw in next week, directors buying, decent divi and positive outlook despite all this and use of the cash pile would be nice!!|
|finally some common sense returning to the share!|
|be interesting to see if they are confident next week, an upped divi would do the trick as well!|
|is that their latest updated for budget tp?|