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Started: piworld, 18 Jun 2024 13:16
Last post: piworld, 18 Jun 2024 13:16
SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update for Half Year 2024.
Watch the video here: https://www.piworld.co.uk/company-videos/sthree-fy24-half-year-trading-update-june-2024/
Or listen to the podcast here: https://piworld.podbean.com/e/sthree-stem-fy24-half-year-trading-update-june-2024/
Started: piworld, 19 Mar 2024 13:53
Last post: piworld, 19 Mar 2024 13:53
SThree CEO, Timo Lehne and CFO Andrew Beach give a trading update for Full Year 2024 Q1.
Watch the video here: https://www.piworld.co.uk/company-videos/sthree-stem-fy24-q1-trading-update-march-2024/
Or listen to the podcast here: https://piworld.podbean.com/e/sthree-stem-fy24-q1-trading-update-march-2024/
Started: piworld, 30 Jan 2024 14:26
Last post: piworld, 30 Jan 2024 14:26
SThree CEO, Timo Lehne and CFO, Andrew Beach present full year results for the period ended 30 November 2023.
Watch the video here: https://www.piworld.co.uk/company-videos/sthree-stem-full-year-2023-results-presentation-january-24/
Or listen to the podcast here: https://piworld.podbean.com/e/sthree-stem-full-year-2023-results-presentation-january-24/
Started: PrivatePunter, 18 Dec 2023 10:11
Last post: PrivatePunter, 18 Dec 2023 10:11
For interest, following my catch up last week.
https://martinflitton1.wixsite.com/privatepunter/post/stem-looks-like-a-quality-player-18-12-23
Started: piworld, 14 Dec 2023 15:30
Last post: piworld, 14 Dec 2023 15:30
SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update for Full Year 2023.
Watch the video here: https://piworld.co.uk/company-videos/sthree-stem-fy23-full-year-trading-update-december-23/
Or listen to the podcast here: https://piworld.podbean.com/e/sthree-stem-fy23-full-year-trading-update-december-23/
Started: piworld, 20 Sep 2023 11:26
Last post: piworld, 20 Sep 2023 11:26
SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update for for Q3 FY23.
Watch the video here: https://www.piworld.co.uk/company-videos/sthree-stem-fy23-q3-trading-update-september-23/
Or listen to the podcast here: https://piworld.podbean.com/e/sthree-stem-fy23-q3-trading-update-september-23/
Started: piworld, 25 Jul 2023 14:57
Last post: piworld, 25 Jul 2023 14:57
SThree CEO, Timho Lehne and CFO, Andrew Beach present half-year results for the six months ended 31 May 2023. Resilient performance in H1 driven by their contract business.
Watch the video here: https://www.piworld.co.uk/company-videos/sthree-stem-half-year-2023-results-presentation-july-23/
Or listen to the podcast here: https://piworld.podbean.com/e/sthree-stem-half-year-2023-results-presentation-july-23/
Started: Hedgehog100, 25 Jul 2023 14:02
Last post: Hedgehog100, 25 Jul 2023 14:02
25th Jul 2023 7:00 am RNS RESULTS FOR THE SIX MONTHS ENDED 31 MAY 2023
"RESULTS FOR THE six months ENDED 31 MAY 2023
Resilient performance in H1 driven by our contract business
SThree plc ('SThree' or the 'Group'), the only global pure-play specialist staffing business focused on roles in Science, Technology, Engineering and Mathematics (STEM), today announces its financial results for the six months ended 31 May 2023. ..."
https://www.lse.co.uk/rns/STEM/results-for-the-six-months-ended-31-may-2023-c9nn4bdhjvd76hv.html
The market seems to like STEM's interim results today: the share is up 15.5p so far today (4.4%), to 364.5p.
Started: Hedgehog100, 4 Jul 2023 14:00
Last post: Hedgehog100, 4 Jul 2023 14:00
A company that looks like a very appropriate bolt-on acquisition for STEM, which it could easily afford:-
Parity Group (PTY) 3.5p Market cap. £3.61M.
https://www.lse.co.uk/SharePrice.html?shareprice=PTY&share=parity
At just 3.5p, market cap. £3.61M. (103,075,633 shares in issue), PTY looks hugely undervalued.
Until the middle of June, its all-time closing low was 4.5p, but last week it closed at 3.25p for one day, before recovering slightly.
As regards a takeover value.
STEM's revenue last year was £1,639.4Bn., i.e. (coincidentally) c. 3.6 x its market cap.
And that's at a depressed share price that is down from 600p in 2021.
In comparison, PTY's 40.6M of revenue last year divided by 3.61 gives a value of £11.25M.
So even allowing for STEM's cash, and PTY's debt, a takeover value for PTY of c. £10M. or so looks quite reasonable, considering that tech takeovers generally demand a big premium.
Especially as PTY has considerable scarcity value as an acquisition target.
Started: piworld, 22 Jun 2023 08:58
Last post: piworld, 22 Jun 2023 08:58
SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update for H1 2023. The group saw contract net fees up 3% YoY with growth across the majority of regions, as well as a strong balance sheet, with £72 million net cash.
Watch the video here: https://www.piworld.co.uk/company-videos/sthree-stem-fy23-half-year-trading-update-june-2023/
Or listen to the podcast here: https://piworld.podbean.com/e/sthree-stem-fy23-half-year-trading-update-june-2023/
Started: piworld, 24 Mar 2023 15:59
Last post: piworld, 24 Mar 2023 15:59
Timo Lehne, CEO and Andrew Beach, CFO give a trading update for Q1 2023. It is a period where net fee growth has been driven by the group’s Contract business.
Watch the video here: https://www.piworld.co.uk/company-videos/sthree-stem-q1-2023-trading-update-march-2023/
Or listen to the podcast here: https://piworld.podbean.com/e/sthree-stem-fy23-q1-trading-update-march-2023/
Started: porl99, 2 Mar 2023 12:31
Last post: W13Ken, 2 Mar 2023 19:58
Yes, it seems that way. Could be a number of tracker funds obliged or choosing to buy today.
Should give the share price another decent boost
https://www.lse.co.uk/news/sthree-to-replace-shaftesbury-in-the-ftse-250-following-merger-kivqukkgy5hji6i.html
Started: porl99, 30 Jan 2023 08:49
Last post: porl99, 31 Jan 2023 13:12
In my view Rooba the share price has already hit 420p or thereabouts five times in the last 10 months and rebounded back. Hopefully this time it will go beyond. Looking good today for sure.
Yes very good results. And in a period where you might expect them not to be.
I'm not sure what resistance you are referring to - the SP has steadily climbed 20% over the past 5 months, and still looks good value.
Pleased with the results reported from this strong company, increased divi, higher profit and cash, generally a very positive outlook. I feel like we just need to break this resistance around 420p now to move forward....
Started: piworld, 31 Jan 2023 08:46
Last post: piworld, 31 Jan 2023 08:46
STEM CEO, Timo Lehne, CFO, Andrew Beach and CTIO, Nick Folkes outline the Group’s technology improvement programme
Watch the video here: https://www.piworld.co.uk/company-videos/sthree-investor-briefing-2-technology-improvement-programme/
Or listen to the podcast here: https://piworld.podbean.com/e/sthree-investor-briefing-2-technology-improvement-programme/
Started: piworld, 31 Jan 2023 08:41
Last post: piworld, 31 Jan 2023 08:41
STEM CEO, Timo Lehne, and CFO Andrew Beach present Full Year results for the period ended 30 November 2022.
Watch the video here: https://www.piworld.co.uk/company-videos/sthree-stem-full-year-results-2022-january-2023/
Or listen to the podcast here: https://piworld.podbean.com/e/sthree-stem-full-year-results-2022-%e2%80%93-january-2023/
Started: piworld, 14 Dec 2022 15:20
Last post: piworld, 14 Dec 2022 15:20
SThree CEO, Timo Lehne and CFO, Andrew Beach present a full-year 2022 trading update for the year ended 30 November 2022. A record performance for the year with double-digit growth across all regions.
Watch the video here: https://www.piworld.co.uk/company-videos/sthree-stem-full-year-2022-trading-update-december-2022/
Or listen to the podcast here: https://piworld.podbean.com/e/sthree-stem-full-year-2022-trading-update-december-2022/
Started: piworld, 17 Nov 2022 15:53
Last post: piworld, 17 Nov 2022 15:53
SThree plc, the only global pure-play specialist staffing business focused on Science, Technology, Engineering and Mathematics (‘STEM’) skills, hosted the first in a series of investor briefings providing insight into the Group’s markets, strategy and operations. Here, CEO Timo Lehne and CFO, Andrew Beach cover the Group’s unique market position and long-term structural growth drivers.
Video: https://www.piworld.co.uk/company-videos/sthree-stem-investor-briefing-series-1-growth-drivers-november-2022/
Podcast: https://piworld.podbean.com/e/sthree-stem-investor-briefing-series-growth-drivers-november-2022/
Started: piworld, 20 Sep 2022 18:36
Last post: Rooba, 21 Sep 2022 00:53
Great performance / results in a difficult period.
Loads of cash in the bank to support ongoing growth. SP 40% down from highs in spite of improving growth - So it looks very promising for the medium and long term share price when the markets start to rally.
Full-year profit performance expected to be ahead of consensus. Timo Lehne, CEO & Andrew Beach, CFO outline the Q3 trading update to analysts.
Watch the video here: https://www.piworld.co.uk/company-videos/sthree-stem-q3-2022-trading-update-presentation-september-2022/
Or listen to the podcast here: https://piworld.podbean.com/e/sthree-stem-q3-2022-trading-update-presentation-september-2022/
Started: piworld, 26 Jul 2022 10:32
Last post: piworld, 26 Jul 2022 10:32
Sthree H1 22 results presentation given yesterday.
Superb results:
Net fees +25% £203.1m
Op profit +62% £44.6m
Contract order book +35% on May 21 at £181.8m
They are in a sweet spot providing STEM talent, which is in short supply, and providing contract labour which fulfills a move to an Employed Contractor Model (ECM).
H2 will see heavy investment, FY 23 investment all falls in this period.
They are laser focussed on finding the best returns for the business.
A new CEO and CFO. The CEO was responsible for the huge success in the DACH region.
Video: Https://www.piworld.co.uk/company-videos/sthree-stem-interim-results-2022-july-2022/
Podcast: Https://piworld.podbean.com/e/sthree-stem-interim-results-2022-%e2%80%93-july-2022/
Started: piworld, 1 Feb 2022 11:28
Last post: Yuri.F, 25 Jul 2022 09:47
H1 results are good but sp is way too high to justify a purchase on a DCF basis.
Bought in this morning - expecting a steady climb = we shall see.
Great FY21 STEM results. Here's the presentation given to analysts 31.1.22, by Interim CEO, Timo Lehne & CFO, Andrew Beach. The IT investment deleivers increased productivity and margins.
Video: Https://www.piworld.co.uk/company-videos/sthree-stem-full-year-2021-results-presentation/
Podcast: Https://piworld.podbean.com/e/sthree-stem-full-year-2021-results-presentation/
Last post: Troajan, 20 Jun 2022 09:55
Started: WelshMat, 7 Jan 2022 13:21
Last post: dontaskme, 31 Jan 2022 14:53
Oh well, how wrong they can be. Eat your hats Jeffries.
Great set of results and Management seem confident about future trading.
Target price cut from 650 to 500 and reduced from Buy to Hold. I'm glad I took some profits back at 600, having to think about this holding now.
The results seemed quite solid, I'm surprised the markets reacted this badly to the news. But what do I know :)
My guess is lack of growth compared to peers and little progress on systems improvements.
Do we know why? The market seems to have totally freaked out over this, as the results show a solid year. Unless am missing something?
Pushed
Why he stepped down?
or was he pushed?
Started: piworld, 13 Dec 2021 13:53
Last post: piworld, 13 Dec 2021 13:53
Here's the STEM analyst and investor presentation from this morning, 13.12.21. Full year is in line with the previously upgraded forecasts.
Video: Https://www.piworld.co.uk/company-videos/sthree-stem-full-year-2021-trading-update-december-2021/
Podcast: Https://piworld.podbean.com/e/sthree-stem-full-year-2021-trading-update-december-2021/
Started: Benbay001, 26 Feb 2021 10:22
Last post: Benbay001, 26 Feb 2021 10:22
No much chat here.
Thought id throw my hat in the ring as a share holder.
A well run company in an interesting sector, at a good price.