The Pebble Share Discussion Threads

[petewy] 21/3/2023 09:24

Good set of results and a dividend. LIO has a big stake.

[seangwhite] 17/3/2023 21:12

Good to see Pebble finally going over its last equity raise level. With its peers doing so well let's hope it can match them which up till now its management must acknowledge is a fail for them.

[seangwhite] 27/2/2023 12:41

Good to see Pebble moving up and the next news could really help raise the share price

[tomps2] 23/2/2023 09:17

The Pebble Group (PEBB) Full Year 2022 webinar

Thursday, 23 March, 1:30pm

PEBB management, Chris Lee, CEO & Claire Thomson, CFO will present FY22 results followed by Q&A.

Register here: bit.ly/PEBB_FY22_webinar

[seangwhite] 22/2/2023 22:01

Looks set to break through the 105p barrier so long term.holders are in the black at last.

[seangwhite] 16/2/2023 21:19

Only a small bit more to get PEBB back to the last equity raise level.

[seangwhite] 21/1/2023 19:56

Let's hope us poor long term holders see a return on our 105p a share investment in 2019 by spending on Edison for some PR.

[petewy] 17/1/2023 12:06

Update hxxps://www.edisongroup.com/research/fy22-at-least-in-line/31863/

[seangwhite] 30/11/2022 21:10

ALT seem to have traction going forward which PEBB seems to have lost. Paying a financial PR firm seems a desperate move to me and seeming just to try and cover a stale business story.

[petewy] 04/11/2022 17:24

Edison recommends....The group has a strong balance sheet, with end FY21 net cash (excluding leases) of £12.1m, set to be exceeded in the current year. The share price does not, in our opinion, reflect the group’s positioning or opportunities.
Liontrust still a big shareholder.

[tomps2] 09/9/2022 10:08

The Pebble Group (PEBB) interim results presentation - September 2022

The Pebble Group, a leading provider of digital commerce, products and related services to the global promotional products industry, presents results for the six months ended 30 June 2022.

Having achieved strong year on year growth in HY 22, the Board is confident that for the year ending 31 December 2022 ("FY 22") the Group is expected to deliver another record year of results and will be at least in line with recently upgraded market expectations.

Watch the video here:

Listen to the podcast here:

[tomps2] 23/8/2022 12:27

The Pebble Group (PEBB) Interim Results webinar

Thursday, 8 September, 1:00pm

CEO, Chris Lee and CFO, Claire Thomson will present interim results for the six month period ending 30 June 2022, followed by Q&A.

Register here: bit.ly/PEBB_H1_Results

[tomps2] 25/3/2022 09:08

The Pebble Group (PEBB) full year 2021 results presentation March 2022

The Pebble Group CEO, Chris Lee and CFO Claire Thomson, present the full year 2021 results for the period ended 31 December 2021, which show a full recovery exceeding pre-pandemic performance levels and the delivery of further strong growth in ARR by Facilisgroup.

Watch the video here: www.piworld.co.uk/company-videos/the-pebble-group-pebb-full-year-2021-results-presentation-march-2022/

Or listen to the podcast here: piworld.podbean.com/e/the-pebble-group-pebb-full-year-2021-results-presentation-march-2022/

[km18] 22/3/2022 13:56

The Pebble Group Plc published FY21 results this morning. These showed a full recovery with the business now exceeding pre-Pandemic levels both at the top-line and the bottom. Revenues were up to £115.1m, statutory profit £9.3m and basic EPS 4.39p. These all count as record numbers and continue the underlying trajectory of growth of the past 5 years. Performance in FY22 so far has continued the solid performance and is in line with expectations. Valuation isn’t particularly helpful with forward PE ratio at 21 bottom third for the sector. PS ratio is mid-range, but not a constraint on share price gains. The share price is also still in a correction since Q4 last year, currently down around 1/3 from its 160p peak. PEBB is a decent, growing business, but not particularly cheap and one to monitor for now...

...from WealthOracleAM

[kemche] 22/3/2022 09:02

Solid results.

[northwards] 22/3/2022 08:01

Decent numbers. I fancy ALT has better upside though.

[tomps2] 08/3/2022 11:58

Pebble Group (PEBB) full year 2021 results webinar

Pebble Group CEO, Chris Lee & CFO, Claire Thompson will present FY21 results followed by Q&A.

Thursday 24th March 1pm

Register here: [...]

[zico01] 17/1/2022 08:15

They must have had a very strong December,

TRADING UPDATE AND NOTICE OF RESULTS

The Board of The Pebble Group, a leading provider of technology, services and products to the global promotional products industry, is pleased to announce that following a strong close to the year, the Company's results for the year ending 31 December 2021 ("FY 21"), which will be announced on Tuesday 22 March 2022, will exceed market expectations.

As detailed in the trading update announced on 7 December 2021, both Facilisgroup and Brand Addition traded well throughout FY 21. Group revenue for FY 21 will be circa GBP115m (FY 20: GBP82.4m, FY 19: GBP107.2m), generating Adjusted EBITDA of not less than GBP15m (FY 20: GBP9.8m, FY 19: GBP15.2m).

On highly attractive profit margins, Facilisgroup's annual recurring revenue is expected to be approaching US$17m in FY 21, being circa 40% ahead of the prior year US$ comparative. Our FY 21 internal milestones were met. Partners implemented, or contracted and awaiting implementation, at 31 December 2021 were 206 with FY 21 Gross Merchandise Value and spend through our Preferred Suppliers of US$1.15bn and US$0.35bn respectively.

At Brand Addition, FY 21 revenue is expected to be over GBP100m (FY 20 GBP72.6m, FY 19 GBP97.9m), which represents an immediate and full recovery over FY 19 levels following the demand challenges which impacted revenue in FY 20. This rapid recovery has been delivered despite the major supply chain disruptions experienced in 2021. Looking ahead, client contracts won in FY 21 have now been implemented and are expected to contribute to revenue growth in FY 22.

Cash generation was stronger than expected in Q4 21, with net cash (excluding IFRS 16 liabilities) at 31 December 2021 of GBP12.1m (31 December 2020: GBP7.1m).

The Group has a focused strategy to invest into accelerating the scaling of Facilisgroup revenue alongside the continued attraction and retention of major contracts at Brand Addition. We remain confident in delivering upon our strategy and look forward to updating stakeholders further on the announcement of our FY 21 Final Results on 22 March 2022.

[tomps2] 10/9/2021 13:56

The Pebble Group (PEBB) interim results presentation

Pebble’s CEO Chris Lee, and CFO Claire Thomson present the interim results for the period ending 30 June 2021.

Watch the video here:

Or listen to the podcast here:

[fillipe] 08/9/2021 07:53

Good results ... already out today!

f

[tomps2] 02/9/2021 12:20

PEBB interim results webinar. Register here: [...]

Chris Lee, CEO and Claire Thomson, CFO will present H1 21 results followed by Q&A.

[seangwhite] 31/3/2021 21:30

A large share sale representing 7 or so % of equity and no RNS of seller or buyer as yet.

[tomps2] 29/3/2021 08:44

PEBB Chris Lee, CEO & Claire Thomson, CFO present full year 2020 results followed by Q&A. Brand Addition was obviously hit by CV19 on the Corporate side although the Consumer Promotions side was robust. Total invoiced year to date, +10% v 2020. Facilis group continues with management's internal aspiration to achieve recurring revenues in excess of $50m by 2024.

Watch the video here:

Or Listen to the podcast here:

[tomps2] 25/2/2021 08:51

The Pebble Group Full Year 2020 presentation followed by Q&A, with Chris Lee, CEO & Claire Thomson, CFO.

Register here:

Thursday 25th March 2021, 12.45pm