From the Half Yearly report... couple of key points... "In the light of cheaper utility costs, it could be expected that energy efficiency implementation programmes would experience reduced demand. To date, Sabien has not experienced a downturn in customer enquiries, pilots and orders. Our customers are in the main large public and private sector entities where cost reduction remains a core focus. The cost of green subsidies and taxes such as the Carbon Reduction Commitment charges has increased by over 30% for each tonne of carbon emitted by a participating Private or Public Sector organisation which acts as an additional investment driver for energy efficiency products while also adhering to good corporate governance." And: "The Board anticipates that the trading performance will be in line with its expectations for 2015."
11 Feb '15
Half year results
Very much in-line with expectations... nice to see the falling gas and oil prices doesn't appear to have affected the sales pipeline. http://www.lse.co.uk/regulatory-news-article.asp?ArticleCode=0ku2zr9a&ArticleHeadline=Half_Yearly_Report
28 Jan '15
interesting. can't remember what it was supposed to mean but there appears to be a shortage of stock here now that the over hang was taken care of a few weeks ago. looking forward to the trading update
8 Jan '15
"With the stronger pipeline likely to be bolstered by the new overseas Sabien 'Tech Centres' and the introduction of M1G to the product range, we are confident that operational and financial performance will improve significantly during 2015, enabling us to achieve our targets for the year." It looks like the over hang is well and truly over. A couple more late and massive trades went through late yesterday. Should see another holdings RNS before too long. The above statement was from the preliminary results back in October. "FINANCIAL RESULTS WILL IMPROVE SIGNIFICANTLY IN 2015" Cashed up, committed to paying progressive dividends, the CEO holds 35% of the stock so his interests are aligned with ours, lots of good IIs on board, limited stock available to retail, MC at pitiful levels. Major re-rating on the cards. I look forward to the next trading update.
7 Jan '15
Looks like there has been a major clear out here. There has clearly been a large overhang . Some bulky trades, an RNS and the SP has shifted off of all time lows. Company trading as expected, increased its dividend, expects significant growth in sales next year. This seems to have provided a great investment opportunity. I have bought in
17 Nov '14
biding my time...
I still have strong hopes on this one, a good time for topping up - IMO Quiet at the mo but the technology is good :-)
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