Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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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: https://www.piworld.co.uk/company-videos/the-pebble-group-pebb-full-year-results-2023-march-2024/
Or listen to the podcast here: https://piworld.podbean.com/e/the-pebble-group-pebb-full-year-results-2023-march-2024/
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: https://bit.ly/PEBB_FY23_results_webinar
View of 3 year, 2 year, 1 year, 6 months and 3 months charts, show PEBB, SP, dropping from left of chart to right of chart, so equity is speculative. The sp, would require to rise above 54, from current sp, to justify a 3 line break buy. Unless that happens best avoid the equity. DYOR.
Business should split into two
Facilisgroup would be valued at a much higher multiple if owned by a US PE firm. Now the majority of software build is complete that business should be increasingly cash generative. Now is the time to spin that arm off
Leave behind Brand Addition with a war chest to consolidate what is a highly fragmented market and enter new verticals
This would create significant shareholder value very quickly
Https://www.thepebblegroup.com/investors/major-shareholders/
No wonder there is thin trading here.
Below are the Shareholders own over 3% below:
Shareholder # of shares % S/O
Liontrust Asset Management plc 34,182,771 20.4%
BlackRock Investment Management (UK) Limited 22,605,384 13.5%
Fidelity Investments International 14,937,106 8.9%
River and Mercantile Asset Management 10,281,070 6.1%
Amati Global Investors 8,157,623 4.9%
Otus Capital Management 7,177,187 4.3%
Chelverton Asset Management 6,750,000 4.0%
Aegon Asset Management UK 6,680,554 4.0%
Janus Henderson Investors 6,455,604 3.9%
Christopher Lee 6,091,515 3.6%
Jupiter Asset Management 5,519,800 3.3%
Columbia Threadneedle Investments 5,295,335 3.2%
This information was last updated on 27 November 2023.
Berenberg cuts Pebble Group price target to 150 (180) pence - 'buy'
Good net cash, slight drop in revenue, very minor drop in gross margin - Sold down to death on this update. Now represents real value at 59p. (It’s become an in-noticed orphan).
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: https://www.piworld.co.uk/company-videos/the-pebble-group-pebb-half-year-2023-results-presentation-september-23/
Listen to the podcast here: https://piworld.podbean.com/e/the-pebble-group-pebb-half-year-2023-results-presentation-september-23/
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: https://bit.ly/PEBB_H123_webinar
Very good results - stock is cheap - business momentum and IP are here - STORNG BUY
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: https://www.piworld.co.uk/company-videos/the-pebble-group-pebb-full-year-results-2022-march-2023/
Or listen to the podcast here: https://piworld.podbean.com/e/the-pebble-group-pebb-full-year-results-2022-march-2023/
All going well, so much potential here and really going to launch this year following their investment.
Thursday, 23 March, 1:30pm
PEBB management, Chris Lee, CEO & Claire Thomson, CFO will present FY22 results followed by Q&A.
Register here: https://bit.ly/PEBB_FY22_webinar
II added - has to be - ask increased after the times of these transactions -
Recent Share Trades for The Pebble Gro. (PEBB)
Date Time Trade Prc Volume Buy/Sell Bid Ask Value
17-Jan-23 10:19:33 92.00 112,500 Unknown* 90.00 95.00 103.50k O
17-Jan-23 10:19:33 92.00 112,500 Unknown* 90.00 95.00 103.50k O
17-Jan-23 10:19:20 92.00 112,500 Unknown* 90.00 95.00 103.50k O
17-Jan-23 10:19:20 92.00 112,500 Unknown* 90.00 95.00 103.50k O
17-Jan-23 09:00:36 92.00 900,000 Unknown* 90.00 95.00 828.00k O
17-Jan-23 09:00:36 92.00 900,000 Unknown* 90.00 95.00 828.00k O
17-Jan-23 10:18:21 92.00 178,169 Unknown* 90.00 95.00 163.92k O
17-Jan-23 08:57:45 92.00 134,350 Unknown* 90.00 95.00 123.60k O
17-Jan-23 08:57:45 92.00 134,350 Unknown* 90.00 95.00 123.60k O
17-Jan-23 08:59:49 92.00 675,000 Unknown* 90.00 95.00 621.00k O
17-Jan-23 08:59:49 92.00 675,000 Unknown* 90.00 95.00 621.00k O
17-Jan-23 09:00:45 92.00 900,000 Unknown* 90.00 95.00 828.00k O
17-Jan-23 09:00:45 92.00 900,000 Unknown* 90.00 95.00 828.00k O
17-Jan-23 08:59:33 92.00 2,950,000 Unknown* 90.00 95.00 3m O
17-Jan-23 08:58:14 92.00 250,000 Unknown* 90.00 95.00 230.00k O
17-Jan-23 08:58:14 92.00 250,000 Unknown* 90.00 95.00 230.00k O
17-Jan-23 10:00:50 90.50 45,000 Unknown* 90.00 94.00 40.73k O
I imagine we will see the TR1 soon.
Great results. Increase in rev + ebitda
The expectations were already upgraded.
Clients are onboarding new products rapidly.
Very good.
TU not long to go soon.
Expecting a robust TU.
Illiquid stock - so a few sells - goes up and down like a yo yo.
TU last year @ 7/12/21. Not sure when the TU is for this year.
Overall, IMO, PEBB is vastly underrated by the market:
@ 6/9/22 - CEO during their presentation commented. "no visible signs of deterioration in trading."
FOUR - 4imprint are a distributor with their primary market in USA, which 40% of T/O of PEBB is based (so 4imprint could be a customer of PEBB?). 4imprint, in their most recent TU on 4/11/22 with upgraded expectations, commented that trading up to October '22 was "buoyant". 4imprint is a stock that is doing extremely well at pleasant that I do not hold.
ALT, a mini version of PEBB has performed well in recent weeks. ALT are in the same biz as PEBB, as far as I can make out.
Current SP reflects on an expected PE (non-cash adjusted) of c15.6 per stockopedia, which for a growth company like this (H1 growth was 30% y-o-y) is very very reasonable.
Company is net cash (without including IFRS16 lease liabilities) and spewing out excellent cashflow. Yes, some of the money is reinvested into capex, primarily software.
Net Cash: Consensus is for year-end net cash of £14.0m, ahead of last year’s closing balance of £12.1m @ sept 22
H1 '22 was excellent on ALL fronts. Brand Addition could be the part of the biz that exceeds expec.
Commercio, their new product, post 30/6/22 interims has signed 46 new clients since launch in June 22. All this = ARR.
Cost inflation easing now with container costs falling literally everyday.
Equity development: PEBB have mitigated the impact of inflation through substitution and product re-engineering, as can be seen by the stability of gross margins in H122 of 29.9% (H121: 28.2%).
Figures are reported in £ but over 40% is generated in USD. There must be very favourable to PEBB given sterling's weakness, leading to a higher PBT.
Overall, I reckon PEBB will surprise the market. There, my soliloquy is over.
Found some loose change behind the sofa, today.
Good read across to ALT - PEBB must have performed well.
During Sept presentations, which were 3 months into post interims - "No signs of slowing down," says ceo.
Might exceed expectations with currency translation boost on upgraded expectations.
Expecting TU in the next few days / 1 week.
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: https://www.piworld.co.uk/company-videos/the-pebble-group-pebb-interim-results-presentation-september-2022/
Listen to the podcast here: https://piworld.podbean.com/e/the-pebble-group-pebb-interim-results-presentation-september-2022/
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: https://bit.ly/PEBB_H1_Results
Cheap - strong outlook - under the radar - LETS GOOOO
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: https://www.piworld.co.uk/company-videos/the-pebble-group-pebb-full-year-2021-results-presentation-march-2022/
Or listen to the podcast here: https://piworld.podbean.com/e/the-pebble-group-pebb-full-year-2021-results-presentation-march-2022/