piw
18 Sep 2019
SOM H1 19 results presentation SOM H1 19 results presentation given by CEO Jack Cooney and CFO John Yuncza, when they were in London last week. A helpful perspective of what is going on for them. piworld.co.uk Somero Enterprises (SOM) H1 2019 results September 2019 Presented by CEO Jack Cooney and CFO John Yuncza Jack Cooney, CEO Overview of the global market - 00:18 Sky Screed - 06:48 John Yuncza, CFO Financial highligh
piw
29 Mar 2019
VIDEO: SOM FY results presentation FY results presentation given by Jack Cooney (CEO), Howard Hohman (EVP Sales) and John Yuncza (CFO) (final results to 31st December 2018.) Forward order visability now 1 year (previous 6 mths). Clear strategy. New market: high rises, being developed. piworld.co.uk Somero Enterprises (SOM) 2018 full year results presentation Jack Cooney (CEO), Howard Hohman (EVP Sales) and John Yuncza (CFO) present Somero’s final results to 31st December 2018. Somero Enterprises, Inc. is a manufact
piw
20 Sep 2018
SOM H1 presentation H1 results presentation by Howard Hohman, Exec Vice President and John Yuncza, CFO (for period to 30.6.18). piworld.co.uk Somero Enterprises (SOM) H1 results – September 2018 Somero Enterprises is a manufacturer of laser-guided equipment. The Company's equipment automates the process of spreading and levelling volumes of concrete for comm Howard Hohman Introduction and summary of results – 00:20 Sales by territory – 00:45 Sales by product – 03:55 John Yuncza Financials – 06:26 Current trading and outlook – 13:47 Howard Hohman Strategy update – 17:29 Q&A: 21:28
Bowman
05 Sep 2018
2018 Interim Results Results RNS [click to view] These results appear, on a superficial glance, to be quite respectable, with a 4% revenue increase turned into a 20% pre-tax profit increase. The 100% lift in dividend is also very acceptable.
Clitheroekid
21 Aug 2018
28% drop! Well, according to ii, so it must be right, mustn’t it? The LSE says it’s only fallen 0.67%, but they obviously don’t know what they’re talking about! Inasmuch as anyone still bothers reading these boards (which I do very rarely) has anyone else noticed stupid price glitches like this? There seem to be far more of them than there ever were with iii.
Bowman
04 Jul 2018
Hit hard today Well whatever it was that took the SP down, it has now recovered. The question is for how long, and can the rise be maintained and continues. I suspect that there is a bit of an effect from the US$ movements, and from the potential effects of Trump’s trade policies. som.png2812x2054 146 KB
Bowman
28 Jun 2018
Hit hard today Well they certainly will be cheaper than they have been recently, with a ca. 9% drop this morning. Anybody know why they have been hit so hard? som chart 1.png2812x2054 249 KB
Bowman
28 Jun 2018
SOM "looks cheap"..... Well they certainly will be cheaper than they have been recently, with a ca. 9% drop this morning. Anybody know why they have been hit so hard? som chart 1.png2812x2054 249 KB
smilingmickey1
15 Jun 2018
Somero's AGM today re AGM et al Well we have a direct link to ‘discussion’ from the portfolio page which is a step forward. SM
Hardboy
14 Jun 2018
Somero's AGM today re AGM et al Hi Keith, I’m completely bamboozled with the new site: everything I found useful seems to have vanished, everything I found easy is daunting and time consuming. Data is often missing or wrong. Every time I log in (which I no longer seem able to do using Explorer) I just feel my blood pressure rising. I used to find the discussion boards very useful and occasionally entertaining, and soon got to know the posters worth reading, like yourself. I’ve written many messages to the helpdesk with constructive (I hope) complaints, but I don’t hold much hope. I really appreciate your feedback. I also use Hargreaves Lansdowne & The Share Centre. The first might have something I can use - don’t know it too well. The Share Centre is good for articles and some research, but I don’t think I can build different portfolios like I could on iii. I’ll have a look at the other boards you mention. Thanks again
Kool_Keith
14 Jun 2018
Somero's AGM today re AGM et al @Hardboy, hi Hardboy…found you and that’s not as easy as it should of been!!! There’s another board/discussions going on, NRR board is one of them the other I think is on Vod so you might have already seen that one? investing.com and Moneyam are being touted I’ve added 99% my isa/sipp holdings on investing.com an looks good but missing the discussion function or a good one if there is (not got that far yet).
gretel
06 Jun 2018
Tipped today on T.M.F Newly tipped here:[link] surgeSince mid-2014, shares in construction equipment group Somero Enterprises (LSE: SOM) have produced a return of 525% for investors, excluding dividends. This means the stock has beaten the FTSE 250 by a staggering 470% over the same period. Surging profit is the reason why the company has been able to produce such impressive gains for investors. Since 2012, net profit has jumped a staggering 1,740% from $1m to $18m, a rate of around 80% per annum according to my figures. Unfortunately, growth is expected to cool this year. Analysts have pencilled in earnings growth of 14% for the year ending 31 December. Still, in my opinion, the shares continue to offer value for investors. The stock trades at a forward P/E of 14.4 that’s excluding cash on the balance sheet of $19m (£14m). Cash generation is one of Somero’s best qualities. Despite $14m of dividend payments in 2017, its cash balance only declined $1m for the year, as inflows easily covered shareholder distributions. Somero’s cash balance is worth around 24p per share according to my figures, indicating that the stock is trading at a cash-adjusted P/E of 13.7. The shares currently yield 3.6%. As the company continues to churn out cash, I believe its growth is only just getting started."
gretel
20 May 2018
SOM "looks cheap"..... Nice mention for SOM here (I also hold XLM and WJG which are mentioned favourably) :[link] Enterprises SOMI hold SOM and I know a lot of Readers do as well. The Chart below is showing a lovely Uptrend and I have used the ShareScope ‘Toggle the Trendlines’ Button to put those Lines in. SOM made a new All Time High last Week and this is Bullish Behaviour. With an AGM on Tuesday 12th June I am expecting SOM to keep moving higher in the run up to that - “Better to Travel than to Arrive” and all that.On a Forward P/E of 14 and a Forward Divvy of 4.7% it still looks cheap to me (Note, I have taken the Forecast Numbers from ShareScope of 40 Cents EPS and 27 Cents for the Dividend for 2019 and converted them into Pounds/Pence using 1.35 as the Exchange Rate)."
gretel
18 May 2018
Rise of ecommerce good for SOM It's been reported that Kroger's new contract with Ocado to use their technology implies a nationwide rollout across the USA of e-commerce warehouses furnished with advanced robotics, with substantial capital spending.This is a very good indication of where the world is heading - and why SOM's products, which are globally dominant for this type of warehousing, are so in demand.
Hardboy
15 May 2018
Re: New all-time highs now I don't think I've ever seen a discussion board which so much lovely blue.
