Sysgroup Share Discussion Threads

[tiltonboy] 13/1/2021 17:03

Selling certainly seems to have abated

[weatherman] 13/1/2021 16:39

PE would only be around 15 at 60p

[tiltonboy] 13/1/2021 12:00

Thanks hastings, I will try and find a copy. Be nice to see them at 60p...but they owe me a bit more than that...lol...

[hastings] 13/1/2021 11:51

I thought techinvest, but I don't subscribe so not sure.

[tiltonboy] 13/1/2021 11:49

Nice little three-day rise. Have they been mentioned anywhere?

[weatherman] 05/12/2020 15:50

Any plug from Techinvest this month?

[weatherman] 03/12/2020 22:55

If Techinvest are covering this, there may be a positive update over the weekend.

[tiltonboy] 01/12/2020 18:56

Missed the announcement of the purchase of shares to satisfy future option awards.

[tiltonboy] 01/12/2020 14:28

Hopefully all the loose stock is out of the way, and some progress can be made.

[hastings] 01/12/2020 14:17

I'd agree with you re-reasonable PE and prospects look good. No target price for me happy to let it run as I think it's got bags of potential.

[tiltonboy] 01/12/2020 13:55

hastings, Do you have a target price? I like businesses with high levels of recurring revenue, and a growing book. A p/e of around 20 seems to be fair. Obviously it will take some time for results to come through, but this is an encouraging start.

[scepticalinvestor] 01/12/2020 13:38

Btw well researched piece Hastings. Reads well.

[weatherman] 01/12/2020 13:23

The mkt cap in the header is still wrong - been like that for over a year. Good analysis Hastings.

[scepticalinvestor] 01/12/2020 13:20

nice!crikey my buy at 31 a few weeks ago was well timed!!

[tiltonboy] 01/12/2020 12:49

Thanks hastings. Nice to see the price rise.

[hastings] 01/12/2020 12:07

Https://martinflitton1.wixsite.com/privatepunter/post/sys-group-well-placed-for-further-growth-01-12-20

[weatherman] 01/12/2020 09:12

Look forward to your write up.

[hastings] 30/11/2020 18:41

Post a write up tomorrow, suffice to say happy to be holding!

[scepticalinvestor] 30/11/2020 18:02

Well any thoughts?

[hastings] 29/11/2020 10:44

Tend to agree with you, broker has most likely remained on the conservative side with reinstating the full year forecast.Hopefully get a better feel after speaking tomorrow.

[weatherman] 29/11/2020 10:35

I would suggest the forecast for the full year (eps 3.3p) is rather conservative. Half year eps was 1.7p, against 1.1p previous equivalent 6 month period. Full year eps was 3.4p last year, indicating 2.3p in the last second half - that gives us a trailing 12-month eps of 4p, but this current second half could be higher. The fall in revenue in the recent statement was in the lower margin business, now stated to be recovering. That suggests there is ongoing growth in the higher margin part of the business. As always happy to listen to other views.

[scepticalinvestor] 28/11/2020 13:24

would be interested to read.

[the chairman elect] 28/11/2020 13:22

TECHINVEST

[tiltonboy] 28/11/2020 13:19

Had a Zoom meeting with Adam and Martin on Monday. A good story, and you can make a case for a share price above these levels.