STM Group Board http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.10412043 http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion&id=10412043&action=detail Mon, 18 Feb 2013 18:55:00 GMT dandigirl tag:iii.co.uk,2003:tst.9516540 http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion&id=9516540&action=detail Sat, 07 Apr 2012 12:04:00 GMT rockmole tag:iii.co.uk,2003:tst.8865696 http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion&id=8865696&action=detail Thu, 20 Oct 2011 19:19:00 GMT dandigirl tag:iii.co.uk,2003:tst.8714725 http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion&id=8714725&action=detail Mon, 05 Sep 2011 22:30:00 GMT rockmole tag:iii.co.uk,2003:tst.7667392 http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion&id=7667392&action=detail Mon, 24 Jan 2011 16:08:00 GMT dandigirl tag:iii.co.uk,2003:tst.6199091
trades are almost non existent but theres only been 2 sells in the last 2 weeks By hithere1andall ]]> http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion&id=6199091&action=detail Sun, 11 Apr 2010 22:15:00 GMT hithere1andall tag:iii.co.uk,2003:tst.6198332 http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion&id=6198332&action=detail Sun, 11 Apr 2010 14:30:00 GMT Jeffers51 tag:iii.co.uk,2003:tst.6194549

I dont see the deal being a bargain but on the other hand I dont see it being overly expensive either as it fits well with there plans. I like the fact they are now going to concentrate on existing businesses for 2010 and not chase any more acquisitions.
Hopefully it will not be costly to bed in as others have proven to be, and the separate divisions can pull together more which seems to have been a problem in the past......a nice incentive package always helps to smooth these problems.


Evolution seems to have reiterated there stance with a 35p target and I believe Finncap have a new report out next week.


1st hurdle is eps of 3p+ for 2010 which looks definitely achievable and 4.3p+ for 2011 which looks tighter....at 35p that would put it on a 2011 p/e of 8 which seems reasonable. By hithere1andall ]]> http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion&id=6194549&action=detail Fri, 09 Apr 2010 14:45:00 GMT hithere1andall tag:iii.co.uk,2003:tst.6193962
Re the acquisition it will be earnings enhancing as it is bought as a going concern. But they pay £5.1M for profits of £0.6M when trading themselves on a PE of 3.6. Looks expensive IMO. This may explain the price weakening seen.

The reports for 2008 and 2009 dont match up. the life company was launched in Spring 2008 but seems to be new for 2009. The general feeling is that the life bond market is well up due to concerns on bank disclosures so that's business not being captured. By Jeffers51 ]]> http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion&id=6193962&action=detail Fri, 09 Apr 2010 12:51:00 GMT Jeffers51 tag:iii.co.uk,2003:tst.6187933 Acquisition should be earnings enhancing this year but Ive especially interested in the incentive plan thats being rolled out for key members of staff.

Anywhere that has such large reward for share price and eps targets always appeal to human greed, so it wouldnt surprise me if the targets are met this year at least. It should also retain the management and make sure they work there arse off to try and achieve it. By hithere1andall ]]> http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion&id=6187933&action=detail Thu, 08 Apr 2010 09:25:00 GMT hithere1andall tag:iii.co.uk,2003:tst.6067105
I note Altas (http://www.atlas-corp.com/) is a company in a similar industry looking to float on AIM and this would be good to see the comparisions which are otherwise difficult to make.

Still on the watchlist...just. By Jeffers51 ]]> http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion&id=6067105&action=detail Fri, 12 Mar 2010 07:16:00 GMT Jeffers51 tag:iii.co.uk,2003:tst.5557512 http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion&id=5557512&action=detail Mon, 09 Nov 2009 11:51:00 GMT Jeffers51 tag:iii.co.uk,2003:tst.5067733 http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion&id=5067733&action=detail Wed, 15 Jul 2009 07:46:00 GMT Business King tag:iii.co.uk,2003:tst.5041701
http://www.intermarketstocks.com/imsmembers/imsrecdetails.php?id=53584

I remain to be convinced. The trading statment looks speculative on their abiity to recover budgets for the 2nd half of the year based on, yet more, internal "improvements". By Business King ]]> http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion&id=5041701&action=detail Tue, 07 Jul 2009 10:25:00 GMT Business King tag:iii.co.uk,2003:tst.5039859
The share caught my eye via today's Broker "Buy" recommendation from Dan Stewart, with a new target price of 50p, against their previous 85p target.

I notice the house broker, Evolution, 1/4/09, had no recommendation on the shares.

I think you're correct that it's a speculative buy at quite a bit lower price and I'll keep STM on my watch list.

m By mantrova ]]> http://www.iii.co.uk/investment/detail?code=cotn:STM.L&display=discussion&id=5039859&action=detail Mon, 06 Jul 2009 18:32:00 GMT mantrova