The Pebble Share Discussion Threads

[seangwhite] 17/7/2024 20:41

Well the share buy back has kept the share price from falling .uch below near to its 52 week low. It's hard to see where PEBB goes from here. Hope a PE buyer makes a bid.

[seangwhite] 07/6/2024 16:57

The share buy back is not really helping maintain the share price and it looks like the market has no appetite for PEBB or it's outlook.

[seangwhite] 01/5/2024 19:41

The poor Chairman seems to have been picked for the chop as major shareholders must be unhappy at the share price and lack lustre numbers from the Facilus part of PEBB

[tomps2] 27/3/2024 08:26

The Pebble Group (PEBB) Full Year Results 2023 - March 2024

Pebble Group CEO, Chris Lee and CFO, Claire Thomson present full year results for the year ended 31 December 2023, followed by Q&A.

Watch the video here:

Or listen to the podcast here:

[seangwhite] 22/3/2024 21:42

Good to see the market ignoring the fact that Facilus was the growth part of PEBB which has stumbled.

[markirv] 22/3/2024 13:05

Lol seangwhite you were bullish on these all the way down, then turned bearish at the bottom. The more you talk the better the share price.

[seangwhite] 22/3/2024 08:55

Facilus results are very disappointing for the driver of PEBB's growth and do not bode well for the PEBB share price looking a year or two ahead. The share buy back does seem a bit like a fairly desperate throw of the dice by the CEO and his team.

[queenbreguet] 19/3/2024 07:20

No suprises since their Mid Jan update. Increased dividend though by 100%

[queenbreguet] 15/3/2024 16:03

Just added more

[tomps2] 14/3/2024 12:09

The Pebble Group (PEBB) FY23 results webinar

Thursday, 21 March, 3:00pm

The Pebble Group CEO, Chris Lee and CFO, Claire Thomson will host an online investor presentation of their full year results for the period ended 31 December 2023, followed by Q&A.

To attend, register here: bit.ly/PEBB_FY23_results_webinar

[seangwhite] 11/3/2024 20:48

PEBB seem to be in a downward trend and the business model has no real traction unlike FOUR it's peer. The CEO really needs to come up with plan B fairly quick if he wants to keep being so well rewarded.

[queenbreguet] 19/2/2024 14:59

Maybe time to start buying IMO

[seangwhite] 29/11/2023 21:49

Looks like PEBB has further to drop after the way ALT went down today.

[chasbas] 22/11/2023 14:30

If group revenue expectation for year was £140m but now £124m, the difference is that Brand Addition has been hit by a £15m reduction in second half expectations from £65m down to £51m. Will there be a recovery in 2024 from their Technology and Consumer clients?

Pebble has always seemed to me (and the market) as a high quality stock so it is a shock that BA has taken this second half hit especially after the 5th Sep H1 results when the group expected to be "in line with market expectations" and BA growth was "underpinned by its diverse and loyal client base with investments into ESG and global capabilities further differentiating the business with its target market."

I don't want to sell but PEBB must suffer a derating after disappointing the market. Quality companies shouldn't do this.

[seangwhite] 22/11/2023 13:53

Seems like the recent good write up the CEO got doesn't sit well with this update raising doubts on the previously upbeat business growth picture.

[petewy] 22/11/2023 10:41

Trading Update
Whilst we expect Facilisgroup to achieve revenue growth in the year, order intake at Brand Addition has been lower than anticipated and Group revenues for FY 23 are expected to be approximately £124m (FY 22: £134.0m). As the Group has continued to generate stronger gross margins in FY 23 compared to the prior year, the impact of the revenue reduction is expected to be partially mitigated, and deliver Group EBITDA of approximately £16m (FY 22: £18.0m), maintaining Group EBITDA margins close to FY 22.

A 27% drop in share price?

[seangwhite] 29/10/2023 19:15

Good write up for our CEO and may help stop the decline in the share price

[tomps2] 11/9/2023 14:56

The Pebble Group (PEBB) Half Year 2023 Results presentation - September 23

Pebble Group CEO, Chris Lee and CFO, Claire Thomson present results for the six months ended 30 June 2023, followed by Q&A.

Watch the video here:

Listen to the podcast here:

[tomps2] 29/8/2023 09:38

Pebble Group (PEBB) H1 results webinar

Friday, 8 September, 12:30am

Chris Lee, CEO & Claire Thomson, CFO will present interim results for the period to 30 June 2023, followed by Q&A.

Register here: bit.ly/PEBB_H123_webinar

[tomps2] 27/3/2023 09:38

The Pebble Group (PEBB) Full Year Results 2022 - March 2023

Chris Lee, CEO & Claire Thomson, CFO, present full year 2022 results for the year ended 31 December 2022. A year of strong growth on the prior year and are slightly ahead of market expectations.

Watch the video here:

Or listen to the podcast here:

[petewy] 21/3/2023 14:35

Edison says:
The Pebble Group’s FY22 results show strong progress on revenue (+16% on FY21) and adjusted EBITDA, +17%. Facilisgroup, its North American SaaS business, is making good progress with revenues up 31%. Early days but the opportunity is substantial. This inevitably requires investment to take full advantage, restraining short-term earnings growth, but should drive recurring revenues and build value, in our view. The more established part of the group, Brand Addition, lifted revenues 15% on the prior year to £117.4m, well ahead of market growth (ASI: +11%), building its base with major global brands. Pebble’s good share price performance has narrowed the valuation gap with peers, but momentum remains good, and we see further upside potential.

[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.