This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsSmart Metering Systems（SMS）株式概要Smart Metering Systems plc, together with its subsidiaries, operates as an integrated energy infrastructure company in the United Kingdom. 詳細SMS ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長3/6過去の実績3/6財務の健全性5/6配当金3/6報酬収益は年間15.17%増加すると予測されています 過去1年間で収益は122%増加しました リスク分析最新の財務報告は6か月以上前のものである 財務結果に影響を与える大きな一時的項目 過去1年間で株主の希薄化が進んだ すべてのリスクチェックを見るSMS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUK£Current PriceUK£9.5219.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-5m263m2016201920222025202620282031Revenue UK£262.7mEarnings UK£27.8mAdvancedSet Fair ValueView all narrativesSmart Metering Systems plc 競合他社Johnson Service GroupSymbol: LSE:JSGMarket cap: UK£565.4mMears GroupSymbol: LSE:MERMarket cap: UK£337.3mRestoreSymbol: AIM:RSTMarket cap: UK£345.4mFranchise BrandsSymbol: AIM:FRANMarket cap: UK£285.6m価格と性能株価の高値、安値、推移の概要Smart Metering Systems過去の株価現在の株価UK£9.5252週高値UK£9.7152週安値UK£5.74ベータ0.411ヶ月の変化-0.21%3ヶ月変化0.32%1年変化21.43%3年間の変化15.25%5年間の変化89.64%IPOからの変化1,169.33%最新ニュースお知らせ • Apr 23Smart Metering Systems Set to Delist from London's AIM Amid Takeover by KKRSmart Metering Systems plc is expected to delist from the London stock exchange's AIM on April 25, 2024, according to April 23, 2024 filing. The cancellation of the energy infrastructure company's admission to trading on AIM will precede the May 7 closing of the ongoing takeover of the company by Kohlberg Kravis Roberts & Co., d/b/a KKR, through Sienna Bidco. Sienna Bidco declared its takeover proposal unconditional on March 22 and started the compulsory acquisition of Smart Metering Systems' shares not already tendered for acceptance of the offer on March 25.お知らせ • Mar 25Smart Metering Systems Applies for Shares Cancelation on LSESmart Metering Systems plc board announced that it has made an application to the London Stock Exchange for the proposed cancellation of the admission to trading of SMS Shares on AIM (the "Cancellation") in accordance with Rule 41 of the AIM Rules for Companies. Under the AIM Rules, the Cancellation can only take place after the expiry of a period of twenty business days from the date on which notice of the Cancellation is given. The Cancellation is, therefore, expected to take effect at 7.00 am (London time) on 25 April 2024 (being 20 clear business days from the date of this announcement).お知らせ • Mar 18Smart Metering Systems Provides Delisting UpdateSmart Metering Systems plc Shareholders are reminded that, as stated in the Offer Document, assuming the Takeover Offer becomes or is declared unconditional and Bidco has, by virtue of acceptances of the Takeover Offer or otherwise, acquired, or agreed to acquire, the company Shares carrying not less than 75% of the voting rights then exercisable at a general meeting of the company Shareholders, it is intended that the admission to trading of the company Shares on AIM will be cancelled. If Bidco receives acceptances of the Takeover Offer in respect of, and/or otherwise acquires or unconditionally contracts to acquire, 90% or more of the company Shares by nominal value and voting rights attaching to such shares to which the Takeover Offer relates and the Takeover Offer has become or been declared unconditional, Bidco intends to exercise its rights pursuant to the provisions of Chapter 3 of Part 28 of the Companies Act to acquire compulsorily the remaining the company Shares in respect of which the Takeover Offer has not been accepted on the same terms as the Takeover Offer. It is also intended that, following the Takeover Offer becoming or being declared unconditional and Bidco, by virtue of acceptances of the Takeover Offer or otherwise, having acquired, or having agreed to acquire, the company Shares carrying not less than 75% of the voting rights then exercisable at a general meeting of the company Shareholders, the company will be re-registered as a private limited company. Such cancellation of admission to trading on AIM of the company Shares and re-registration of the company as a private limited company would significantly reduce the liquidity and marketability of any the company Shares in respect of which the Takeover Offer has not been accepted at that time and their value may be affected as a consequence. Any remaining the company Shareholders (unless their SMS Shares are acquired by Bidco pursuant to the provisions of Chapter 3 of Part 28 of the Companies Act) would become minority shareholders in a majority controlled private limited company and may therefore be unable to sell their SMS Shares. There can be no certainty that SMS would pay any further dividends or other distributions or that such minority SMS Shareholders would again be offered an opportunity to sell their SMS Shares on terms which are equivalent to or no less advantageous than those under the Takeover Offer.お知らせ • Jan 18Smart Metering Systems plc Affirms Earnings Guidance for the Fiscal Year 2023Smart Metering Systems plc affirmed earnings guidance for the fiscal year 2023. For the period, Company expects underlying PBT to be in line with the Board's expectations.お知らせ • Jan 06Cancellation of Admission to Trading of Smart Metering Systems plc's Shares on AIM Expected on 16 February 2024On 7 December 2023, the boards of directors of Smart Metering Systems plc (SMS) and Sienna Bidco Limited ("Bidco"), a newly formed company wholly-owned by funds advised by Kohlberg Kravis Roberts & Co. L.P. and its affiliates, announced that they had reached agreement on the terms and conditions of a recommended cash acquisition by Bidco of the entire issued, and to be issued, ordinary share capital of SMS (the "Acquisition"). It is intended that the Acquisition will be effected by means of a Court-sanctioned scheme of arrangement (the "Scheme") under Part 26 of the Companies Act 2006 (the "Act"). Suspension of dealings in SMS Shares is expected by 7:30 a.m. on 15 February 2024. Cancellation of admission to trading of SMS Shares on AIM is expected by 7:00 a.m. on 16 February 2024.お知らせ • Dec 07Smart Metering Systems to Make an Application to London Stock Exchange for Cancellation of Admission to Trading on AIMThe boards of Smart Metering Systems plc ("SMS") and Sienna Bidco Limited ("Bidco") announced that they have reached agreement on the terms of a recommended all cash acquisition of the entire issued and to be issued ordinary share capital of SMS by Bidco. Prior to the Scheme becoming Effective, an application will be made to the London Stock Exchange for the admission of the SMS Shares to trading on AIM to be cancelled shortly after the Effective Date (but in any event after the Scheme becomes Effective). The last day of dealings in SMS Shares on AIM is expected to be the Business Day immediately prior to the Effective Date and no transfers will be registered after 6.00 p.m. (London time) on that date. On the Effective Date, share certificates held by Scheme Shareholders in respect of Scheme Shares shall cease to be valid and should be destroyed. In addition, entitlements to SMS Shares held in CREST shall be cancelled on the Effective Date. It is also proposed that, following the Effective Date and after the cancellation of trading of the SMS Shares on AIM, SMS will be re-registered as a private limited company under the relevant provisions of the Companies Act.最新情報をもっと見るRecent updatesお知らせ • Apr 23Smart Metering Systems Set to Delist from London's AIM Amid Takeover by KKRSmart Metering Systems plc is expected to delist from the London stock exchange's AIM on April 25, 2024, according to April 23, 2024 filing. The cancellation of the energy infrastructure company's admission to trading on AIM will precede the May 7 closing of the ongoing takeover of the company by Kohlberg Kravis Roberts & Co., d/b/a KKR, through Sienna Bidco. Sienna Bidco declared its takeover proposal unconditional on March 22 and started the compulsory acquisition of Smart Metering Systems' shares not already tendered for acceptance of the offer on March 25.お知らせ • Mar 25Smart Metering Systems Applies for Shares Cancelation on LSESmart Metering Systems plc board announced that it has made an application to the London Stock Exchange for the proposed cancellation of the admission to trading of SMS Shares on AIM (the "Cancellation") in accordance with Rule 41 of the AIM Rules for Companies. Under the AIM Rules, the Cancellation can only take place after the expiry of a period of twenty business days from the date on which notice of the Cancellation is given. The Cancellation is, therefore, expected to take effect at 7.00 am (London time) on 25 April 2024 (being 20 clear business days from the date of this announcement).お知らせ • Mar 18Smart Metering Systems Provides Delisting UpdateSmart Metering Systems plc Shareholders are reminded that, as stated in the Offer Document, assuming the Takeover Offer becomes or is declared unconditional and Bidco has, by virtue of acceptances of the Takeover Offer or otherwise, acquired, or agreed to acquire, the company Shares carrying not less than 75% of the voting rights then exercisable at a general meeting of the company Shareholders, it is intended that the admission to trading of the company Shares on AIM will be cancelled. If Bidco receives acceptances of the Takeover Offer in respect of, and/or otherwise acquires or unconditionally contracts to acquire, 90% or more of the company Shares by nominal value and voting rights attaching to such shares to which the Takeover Offer relates and the Takeover Offer has become or been declared unconditional, Bidco intends to exercise its rights pursuant to the provisions of Chapter 3 of Part 28 of the Companies Act to acquire compulsorily the remaining the company Shares in respect of which the Takeover Offer has not been accepted on the same terms as the Takeover Offer. It is also intended that, following the Takeover Offer becoming or being declared unconditional and Bidco, by virtue of acceptances of the Takeover Offer or otherwise, having acquired, or having agreed to acquire, the company Shares carrying not less than 75% of the voting rights then exercisable at a general meeting of the company Shareholders, the company will be re-registered as a private limited company. Such cancellation of admission to trading on AIM of the company Shares and re-registration of the company as a private limited company would significantly reduce the liquidity and marketability of any the company Shares in respect of which the Takeover Offer has not been accepted at that time and their value may be affected as a consequence. Any remaining the company Shareholders (unless their SMS Shares are acquired by Bidco pursuant to the provisions of Chapter 3 of Part 28 of the Companies Act) would become minority shareholders in a majority controlled private limited company and may therefore be unable to sell their SMS Shares. There can be no certainty that SMS would pay any further dividends or other distributions or that such minority SMS Shareholders would again be offered an opportunity to sell their SMS Shares on terms which are equivalent to or no less advantageous than those under the Takeover Offer.お知らせ • Jan 18Smart Metering Systems plc Affirms Earnings Guidance for the Fiscal Year 2023Smart Metering Systems plc affirmed earnings guidance for the fiscal year 2023. For the period, Company expects underlying PBT to be in line with the Board's expectations.お知らせ • Jan 06Cancellation of Admission to Trading of Smart Metering Systems plc's Shares on AIM Expected on 16 February 2024On 7 December 2023, the boards of directors of Smart Metering Systems plc (SMS) and Sienna Bidco Limited ("Bidco"), a newly formed company wholly-owned by funds advised by Kohlberg Kravis Roberts & Co. L.P. and its affiliates, announced that they had reached agreement on the terms and conditions of a recommended cash acquisition by Bidco of the entire issued, and to be issued, ordinary share capital of SMS (the "Acquisition"). It is intended that the Acquisition will be effected by means of a Court-sanctioned scheme of arrangement (the "Scheme") under Part 26 of the Companies Act 2006 (the "Act"). Suspension of dealings in SMS Shares is expected by 7:30 a.m. on 15 February 2024. Cancellation of admission to trading of SMS Shares on AIM is expected by 7:00 a.m. on 16 February 2024.お知らせ • Dec 07Smart Metering Systems to Make an Application to London Stock Exchange for Cancellation of Admission to Trading on AIMThe boards of Smart Metering Systems plc ("SMS") and Sienna Bidco Limited ("Bidco") announced that they have reached agreement on the terms of a recommended all cash acquisition of the entire issued and to be issued ordinary share capital of SMS by Bidco. Prior to the Scheme becoming Effective, an application will be made to the London Stock Exchange for the admission of the SMS Shares to trading on AIM to be cancelled shortly after the Effective Date (but in any event after the Scheme becomes Effective). The last day of dealings in SMS Shares on AIM is expected to be the Business Day immediately prior to the Effective Date and no transfers will be registered after 6.00 p.m. (London time) on that date. On the Effective Date, share certificates held by Scheme Shareholders in respect of Scheme Shares shall cease to be valid and should be destroyed. In addition, entitlements to SMS Shares held in CREST shall be cancelled on the Effective Date. It is also proposed that, following the Effective Date and after the cancellation of trading of the SMS Shares on AIM, SMS will be re-registered as a private limited company under the relevant provisions of the Companies Act.分析記事 • Nov 02There Are Reasons To Feel Uneasy About Smart Metering Systems' (LON:SMS) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Oct 13Smart Metering Systems (LON:SMS) Is Increasing Its Dividend To £0.0832The board of Smart Metering Systems plc ( LON:SMS ) has announced that it will be paying its dividend of £0.0832 on the...Upcoming Dividend • Sep 28Upcoming dividend of UK£0.083 per share at 5.0% yieldEligible shareholders must have bought the stock before 05 October 2023. Payment date: 26 October 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 5.0%. Lower than top quartile of British dividend payers (6.3%). Higher than average of industry peers (1.7%).Reported Earnings • Sep 17First half 2023 earnings released: EPS: UK£0.043 (vs UK£0.034 in 1H 2022)First half 2023 results: EPS: UK£0.043 (up from UK£0.034 in 1H 2022). Revenue: UK£79.3m (up 27% from 1H 2022). Net income: UK£5.76m (up 28% from 1H 2022). Profit margin: 7.3% (up from 7.2% in 1H 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.分析記事 • Sep 15Smart Metering Systems' (LON:SMS) Shareholders Will Receive A Bigger Dividend Than Last YearSmart Metering Systems plc ( LON:SMS ) has announced that it will be increasing its periodic dividend on the 26th of...お知らせ • Sep 12Smart Metering Systems plc Announces Dividend in Respect of 2023 in 4 Instalments, Payment Date Is 26 October 2023, 25 January 2024, 25 April 2024 and 25 July 2024Smart Metering Systems plc announced that in line with the Group's policy to grow dividends at 10% per annum until 2024, a 33.275 pence per share dividend is intended in respect of Fiscal Year 2023. This is expected to be settled in four equal quarterly instalments in accordance with the provisional timetable below: Ex-dividend date is 05 October 2023, 04 January 2024, 04 April 2024 and 04 July 2024. Record date is 06 October 2023, 05 January 2024, 05 April 2024, and 05 July 2024. Payment date is 26 October 2023, 25 January 2024, 25 April 2024 and 25 July 2024.お知らせ • Aug 24Smart Metering Systems plc (AIM:SMS) acquired Domestic services division of Evergreen Energy Ltd.Smart Metering Systems plc (AIM:SMS) acquired Domestic services division of Evergreen Energy Ltd on August 22, 2023. Smart Metering Systems plc (AIM:SMS) completed the acquisition of Domestic services division of Evergreen Energy Ltd on August 22, 2023.お知らせ • Jul 25Smart Metering Systems plc Provides Dividend Guidance for the Year 2023Smart Metering Systems plc expected Fiscal Year 2023 dividend of 33.275 pence per share, +10% y-o-y in line with stated policy.分析記事 • Jul 20Here's What To Make Of Smart Metering Systems' (LON:SMS) Decelerating Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Upcoming Dividend • Jun 29Upcoming dividend of UK£0.076 per share at 4.4% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 27 July 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.4%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (1.6%).お知らせ • Jun 17Smart Metering Systems plc to Report First Half, 2023 Results on Sep 12, 2023Smart Metering Systems plc announced that they will report first half, 2023 results on Sep 12, 2023分析記事 • Jun 15Does Smart Metering Systems (LON:SMS) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Jun 06Smart Metering Systems plc Announces the Appointment of Mike Winkel as A Non-Executive DirectorSmart Metering Systems plc announced the appointment of Mike Winkel as a Non-Executive Director of the Group with immediate effect. Mike is a former COO of E.ON SE and CEO of its Renewables business and he has extensive experience in the global power and gas sector. Mike has held various senior commercial, strategic and managerial roles in renewable power generation, optimisation, and asset operation and has more than 25 years of experience in the industry. In addition, Mike holds a degree in Business Administration from the Technical University of Dresden and holds a number of board and senior advisory positions with international organisations.Recent Insider Transactions • Mar 31CEO & Director recently bought UK£120k worth of stockOn the 28th of March, Timothy Mortlock bought around 16k shares on-market at roughly UK£7.45 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Timothy has been a buyer over the last 12 months, purchasing a net total of UK£220k worth in shares.Upcoming Dividend • Mar 30Upcoming dividend of UK£0.076 per share at 4.0% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 27 April 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.0%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (1.6%).Reported Earnings • Mar 15Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: UK£0.11 (up from UK£0.032 in FY 2021). Revenue: UK£135.5m (up 25% from FY 2021). Net income: UK£14.9m (up 292% from FY 2021). Profit margin: 11% (up from 3.5% in FY 2021). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.分析記事 • Mar 15Does Smart Metering Systems (LON:SMS) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Jan 26Smart Metering Systems plc to Report Fiscal Year 2022 Results on Mar 14, 2023Smart Metering Systems plc announced that they will report fiscal year 2022 results on Mar 14, 2023Upcoming Dividend • Dec 29Upcoming dividend of UK£0.076 per shareEligible shareholders must have bought the stock before 05 January 2023. Payment date: 26 January 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.5%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (1.3%).分析記事 • Nov 12Here's What's Concerning About Smart Metering Systems' (LON:SMS) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Recent Insider Transactions • Oct 21CEO & Director recently bought UK£100k worth of stockOn the 13th of October, Timothy Mortlock bought around 14k shares on-market at roughly UK£7.11 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Timothy has been a buyer over the last 12 months, purchasing a net total of UK£200k worth in shares.Upcoming Dividend • Sep 29Upcoming dividend of UK£0.076 per shareEligible shareholders must have bought the stock before 06 October 2022. Payment date: 28 October 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.5%. Lower than top quartile of British dividend payers (6.1%). Higher than average of industry peers (1.5%).Reported Earnings • Sep 14First half 2022 earnings released: EPS: UK£0 (vs UK£0.009 in 1H 2021)First half 2022 results: EPS: UK£0. Revenue: UK£62.7m (up 21% from 1H 2021). Net income: UK£4.50m (up 340% from 1H 2021). Profit margin: 7.2% (up from 2.0% in 1H 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Commercial Services industry in the United Kingdom.分析記事 • Aug 30Is Smart Metering Systems plc (LON:SMS) Worth UK£9.2 Based On Its Intrinsic Value?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Smart Metering Systems...Upcoming Dividend • Jun 23Upcoming dividend of UK£0.069 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 28 July 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.3%. Lower than top quartile of British dividend payers (5.2%). Higher than average of industry peers (2.0%).分析記事 • Jun 07Smart Metering Systems (LON:SMS) May Have Issues Allocating Its CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...分析記事 • May 03Are Smart Metering Systems plc (LON:SMS) Investors Paying Above The Intrinsic Value?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Smart Metering Systems...Upcoming Dividend • Mar 24Upcoming dividend of UK£0.069 per shareEligible shareholders must have bought the stock before 31 March 2022. Payment date: 28 April 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (4.6%). Higher than average of industry peers (2.1%).Recent Insider Transactions • Mar 18CEO & Director recently bought UK£100k worth of stockOn the 15th of March, Timothy Mortlock bought around 14k shares on-market at roughly UK£7.29 per share. This was the largest purchase by an insider in the last 3 months. This was Timothy's only on-market trade for the last 12 months.Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: UK£0.032 (down from UK£1.72 in FY 2020). Revenue: UK£108.5m (up 5.3% from FY 2020). Net income: UK£3.79m (down 98% from FY 2020). Profit margin: 3.5% (down from 188% in FY 2020). The decrease in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 73%. Over the next year, revenue is forecast to grow 6.0%, compared to a 9.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 18The Returns On Capital At Smart Metering Systems (LON:SMS) Don't Inspire ConfidenceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Jan 09Does This Valuation Of Smart Metering Systems plc (LON:SMS) Imply Investors Are Overpaying?Does the January share price for Smart Metering Systems plc ( LON:SMS ) reflect what it's really worth? Today, we will...分析記事 • Oct 12Does Smart Metering Systems (LON:SMS) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Sep 23Upcoming dividend of UK£0.069 per shareEligible shareholders must have bought the stock before 30 September 2021. Payment date: 28 October 2021. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (3.9%). Higher than average of industry peers (1.2%).Reported Earnings • Sep 19First half 2021 earnings released: EPS UK£0.009 (vs UK£1.71 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: UK£51.7m (down 4.6% from 1H 2020). Net income: UK£1.02m (down 100% from 1H 2020). Profit margin: 2.0% (down from 356% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 15Here's What's Concerning About Smart Metering Systems' (LON:SMS) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Price Target Changed • Sep 14Price target increased to UK£10.60Up from UK£9.86, the current price target is an average from 6 analysts. New target price is 20% above last closing price of UK£8.84. Stock is up 35% over the past year.Price Target Changed • Jun 25Price target increased to UK£9.75Up from UK£9.03, the current price target is an average from 6 analysts. New target price is 13% above last closing price of UK£8.65. Stock is up 49% over the past year.Upcoming Dividend • Jun 24Upcoming dividend of UK£0.063 per shareEligible shareholders must have bought the stock before 01 July 2021. Payment date: 29 July 2021. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (4.0%). Higher than average of industry peers (1.6%).Reported Earnings • Apr 16Full year 2020 earnings released: EPS UK£1.72 (vs UK£0.036 in FY 2019)Full year 2020 results: Revenue: UK£103.0m (down 9.9% from FY 2019). Net income: UK£193.5m (up UK£189.5m from FY 2019). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Executive Departure • Apr 02CFO & Executive Director has left the companyOn the 31st of March, David Thompson's tenure as CFO & Executive Director ended after 3.6 years in the role. As of December 2020, David personally held only 3.00k shares (UK£21k worth at the time). A total of 2 executives have left over the last 12 months.Upcoming Dividend • Mar 25Upcoming dividend of UK£0.063 per shareEligible shareholders must have bought the stock before 01 April 2021. Payment date: 29 April 2021. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (4.4%). Higher than average of industry peers (1.6%).Major Estimate Revision • Mar 24Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from UK£0.095 to UK£0.12. Revenue forecast steady at UK£105.0m. Net income forecast to shrink 93% next year vs 33% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target up from UK£8.40 to UK£8.68. Share price was steady at UK£7.66 over the past week.Reported Earnings • Mar 17Full year 2020 earnings releasedFull year 2020 results: Revenue: UK£103.0m (down 9.9% from FY 2019). Net income: UK£193.5m (up UK£189.5m from FY 2019).Is New 90 Day High Low • Mar 06New 90-day high: UK£7.54The company is up 15% from its price of UK£6.57 on 04 December 2020. The British market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.83 per share.Is New 90 Day High Low • Dec 29New 90-day high: UK£7.25The company is up 11% from its price of UK£6.51 on 30 September 2020. The British market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Commercial Services industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.45 per share.Is New 90 Day High Low • Dec 04New 90-day high: UK£6.57The company is up 7.0% from its price of UK£6.15 on 04 September 2020. The British market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.84 per share.分析記事 • Dec 04We're Not So Sure You Should Rely on Smart Metering Systems's (LON:SMS) Statutory EarningsIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...Is New 90 Day High Low • Oct 15New 90-day low: UK£5.86The company is down 2.0% from its price of UK£5.95 on 17 July 2020. The British market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Commercial Services industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.91 per share.Major Estimate Revision • Sep 22Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from UK£0.85 to UK£1.67. Revenue estimate for the same period was approximately flat at UK£99.4m. Net income is expected to shrink by 49% next year compared to 14% decline forecast for the Electronic industry in the United Kingdom. The consensus price target of UK£7.99 was unchanged from the last update. Share price stayed mostly flat at UK£6.54 over the past week.株主還元SMSGB Commercial ServicesGB 市場7D-0.3%-0.6%-0.1%1Y21.4%21.5%16.7%株主還元を見る業界別リターン: SMS過去 1 年間で21.5 % の収益を上げたUK Commercial Services業界を上回りました。リターン対市場: SMS過去 1 年間で16.7 % の収益を上げたUK市場を上回りました。価格変動Is SMS's price volatile compared to industry and market?SMS volatilitySMS Average Weekly Movement0.3%Commercial Services Industry Average Movement5.0%Market Average Movement5.6%10% most volatile stocks in GB Market11.6%10% least volatile stocks in GB Market3.1%安定した株価: SMS 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: SMSの 週次ボラティリティ は、過去 1 年間で7%から0%に減少しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト19951,361Tim Mortlockwww.sms-plc.comもっと見るSmart Metering Systems plc 基礎のまとめSmart Metering Systems の収益と売上を時価総額と比較するとどうか。SMS 基礎統計学時価総額UK£1.31b収益（TTM）UK£16.13m売上高(TTM)UK£152.15m81.4xPER（株価収益率8.6xP/SレシオSMS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SMS 損益計算書（TTM）収益UK£152.15m売上原価UK£73.50m売上総利益UK£78.65mその他の費用UK£62.52m収益UK£16.13m直近の収益報告Jun 30, 2023次回決算日該当なし一株当たり利益（EPS）0.12グロス・マージン51.69%純利益率10.60%有利子負債／自己資本比率27.7%SMS の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.2%現在の配当利回り250%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/04/25 10:07終値2024/04/25 00:00収益2023/06/30年間収益2022/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Smart Metering Systems plc 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Alexander BrooksCanaccord GenuityIan McInallyCavendishMichael DonnellyInvestec Bank plc (UK)4 その他のアナリストを表示
お知らせ • Apr 23Smart Metering Systems Set to Delist from London's AIM Amid Takeover by KKRSmart Metering Systems plc is expected to delist from the London stock exchange's AIM on April 25, 2024, according to April 23, 2024 filing. The cancellation of the energy infrastructure company's admission to trading on AIM will precede the May 7 closing of the ongoing takeover of the company by Kohlberg Kravis Roberts & Co., d/b/a KKR, through Sienna Bidco. Sienna Bidco declared its takeover proposal unconditional on March 22 and started the compulsory acquisition of Smart Metering Systems' shares not already tendered for acceptance of the offer on March 25.
お知らせ • Mar 25Smart Metering Systems Applies for Shares Cancelation on LSESmart Metering Systems plc board announced that it has made an application to the London Stock Exchange for the proposed cancellation of the admission to trading of SMS Shares on AIM (the "Cancellation") in accordance with Rule 41 of the AIM Rules for Companies. Under the AIM Rules, the Cancellation can only take place after the expiry of a period of twenty business days from the date on which notice of the Cancellation is given. The Cancellation is, therefore, expected to take effect at 7.00 am (London time) on 25 April 2024 (being 20 clear business days from the date of this announcement).
お知らせ • Mar 18Smart Metering Systems Provides Delisting UpdateSmart Metering Systems plc Shareholders are reminded that, as stated in the Offer Document, assuming the Takeover Offer becomes or is declared unconditional and Bidco has, by virtue of acceptances of the Takeover Offer or otherwise, acquired, or agreed to acquire, the company Shares carrying not less than 75% of the voting rights then exercisable at a general meeting of the company Shareholders, it is intended that the admission to trading of the company Shares on AIM will be cancelled. If Bidco receives acceptances of the Takeover Offer in respect of, and/or otherwise acquires or unconditionally contracts to acquire, 90% or more of the company Shares by nominal value and voting rights attaching to such shares to which the Takeover Offer relates and the Takeover Offer has become or been declared unconditional, Bidco intends to exercise its rights pursuant to the provisions of Chapter 3 of Part 28 of the Companies Act to acquire compulsorily the remaining the company Shares in respect of which the Takeover Offer has not been accepted on the same terms as the Takeover Offer. It is also intended that, following the Takeover Offer becoming or being declared unconditional and Bidco, by virtue of acceptances of the Takeover Offer or otherwise, having acquired, or having agreed to acquire, the company Shares carrying not less than 75% of the voting rights then exercisable at a general meeting of the company Shareholders, the company will be re-registered as a private limited company. Such cancellation of admission to trading on AIM of the company Shares and re-registration of the company as a private limited company would significantly reduce the liquidity and marketability of any the company Shares in respect of which the Takeover Offer has not been accepted at that time and their value may be affected as a consequence. Any remaining the company Shareholders (unless their SMS Shares are acquired by Bidco pursuant to the provisions of Chapter 3 of Part 28 of the Companies Act) would become minority shareholders in a majority controlled private limited company and may therefore be unable to sell their SMS Shares. There can be no certainty that SMS would pay any further dividends or other distributions or that such minority SMS Shareholders would again be offered an opportunity to sell their SMS Shares on terms which are equivalent to or no less advantageous than those under the Takeover Offer.
お知らせ • Jan 18Smart Metering Systems plc Affirms Earnings Guidance for the Fiscal Year 2023Smart Metering Systems plc affirmed earnings guidance for the fiscal year 2023. For the period, Company expects underlying PBT to be in line with the Board's expectations.
お知らせ • Jan 06Cancellation of Admission to Trading of Smart Metering Systems plc's Shares on AIM Expected on 16 February 2024On 7 December 2023, the boards of directors of Smart Metering Systems plc (SMS) and Sienna Bidco Limited ("Bidco"), a newly formed company wholly-owned by funds advised by Kohlberg Kravis Roberts & Co. L.P. and its affiliates, announced that they had reached agreement on the terms and conditions of a recommended cash acquisition by Bidco of the entire issued, and to be issued, ordinary share capital of SMS (the "Acquisition"). It is intended that the Acquisition will be effected by means of a Court-sanctioned scheme of arrangement (the "Scheme") under Part 26 of the Companies Act 2006 (the "Act"). Suspension of dealings in SMS Shares is expected by 7:30 a.m. on 15 February 2024. Cancellation of admission to trading of SMS Shares on AIM is expected by 7:00 a.m. on 16 February 2024.
お知らせ • Dec 07Smart Metering Systems to Make an Application to London Stock Exchange for Cancellation of Admission to Trading on AIMThe boards of Smart Metering Systems plc ("SMS") and Sienna Bidco Limited ("Bidco") announced that they have reached agreement on the terms of a recommended all cash acquisition of the entire issued and to be issued ordinary share capital of SMS by Bidco. Prior to the Scheme becoming Effective, an application will be made to the London Stock Exchange for the admission of the SMS Shares to trading on AIM to be cancelled shortly after the Effective Date (but in any event after the Scheme becomes Effective). The last day of dealings in SMS Shares on AIM is expected to be the Business Day immediately prior to the Effective Date and no transfers will be registered after 6.00 p.m. (London time) on that date. On the Effective Date, share certificates held by Scheme Shareholders in respect of Scheme Shares shall cease to be valid and should be destroyed. In addition, entitlements to SMS Shares held in CREST shall be cancelled on the Effective Date. It is also proposed that, following the Effective Date and after the cancellation of trading of the SMS Shares on AIM, SMS will be re-registered as a private limited company under the relevant provisions of the Companies Act.
お知らせ • Apr 23Smart Metering Systems Set to Delist from London's AIM Amid Takeover by KKRSmart Metering Systems plc is expected to delist from the London stock exchange's AIM on April 25, 2024, according to April 23, 2024 filing. The cancellation of the energy infrastructure company's admission to trading on AIM will precede the May 7 closing of the ongoing takeover of the company by Kohlberg Kravis Roberts & Co., d/b/a KKR, through Sienna Bidco. Sienna Bidco declared its takeover proposal unconditional on March 22 and started the compulsory acquisition of Smart Metering Systems' shares not already tendered for acceptance of the offer on March 25.
お知らせ • Mar 25Smart Metering Systems Applies for Shares Cancelation on LSESmart Metering Systems plc board announced that it has made an application to the London Stock Exchange for the proposed cancellation of the admission to trading of SMS Shares on AIM (the "Cancellation") in accordance with Rule 41 of the AIM Rules for Companies. Under the AIM Rules, the Cancellation can only take place after the expiry of a period of twenty business days from the date on which notice of the Cancellation is given. The Cancellation is, therefore, expected to take effect at 7.00 am (London time) on 25 April 2024 (being 20 clear business days from the date of this announcement).
お知らせ • Mar 18Smart Metering Systems Provides Delisting UpdateSmart Metering Systems plc Shareholders are reminded that, as stated in the Offer Document, assuming the Takeover Offer becomes or is declared unconditional and Bidco has, by virtue of acceptances of the Takeover Offer or otherwise, acquired, or agreed to acquire, the company Shares carrying not less than 75% of the voting rights then exercisable at a general meeting of the company Shareholders, it is intended that the admission to trading of the company Shares on AIM will be cancelled. If Bidco receives acceptances of the Takeover Offer in respect of, and/or otherwise acquires or unconditionally contracts to acquire, 90% or more of the company Shares by nominal value and voting rights attaching to such shares to which the Takeover Offer relates and the Takeover Offer has become or been declared unconditional, Bidco intends to exercise its rights pursuant to the provisions of Chapter 3 of Part 28 of the Companies Act to acquire compulsorily the remaining the company Shares in respect of which the Takeover Offer has not been accepted on the same terms as the Takeover Offer. It is also intended that, following the Takeover Offer becoming or being declared unconditional and Bidco, by virtue of acceptances of the Takeover Offer or otherwise, having acquired, or having agreed to acquire, the company Shares carrying not less than 75% of the voting rights then exercisable at a general meeting of the company Shareholders, the company will be re-registered as a private limited company. Such cancellation of admission to trading on AIM of the company Shares and re-registration of the company as a private limited company would significantly reduce the liquidity and marketability of any the company Shares in respect of which the Takeover Offer has not been accepted at that time and their value may be affected as a consequence. Any remaining the company Shareholders (unless their SMS Shares are acquired by Bidco pursuant to the provisions of Chapter 3 of Part 28 of the Companies Act) would become minority shareholders in a majority controlled private limited company and may therefore be unable to sell their SMS Shares. There can be no certainty that SMS would pay any further dividends or other distributions or that such minority SMS Shareholders would again be offered an opportunity to sell their SMS Shares on terms which are equivalent to or no less advantageous than those under the Takeover Offer.
お知らせ • Jan 18Smart Metering Systems plc Affirms Earnings Guidance for the Fiscal Year 2023Smart Metering Systems plc affirmed earnings guidance for the fiscal year 2023. For the period, Company expects underlying PBT to be in line with the Board's expectations.
お知らせ • Jan 06Cancellation of Admission to Trading of Smart Metering Systems plc's Shares on AIM Expected on 16 February 2024On 7 December 2023, the boards of directors of Smart Metering Systems plc (SMS) and Sienna Bidco Limited ("Bidco"), a newly formed company wholly-owned by funds advised by Kohlberg Kravis Roberts & Co. L.P. and its affiliates, announced that they had reached agreement on the terms and conditions of a recommended cash acquisition by Bidco of the entire issued, and to be issued, ordinary share capital of SMS (the "Acquisition"). It is intended that the Acquisition will be effected by means of a Court-sanctioned scheme of arrangement (the "Scheme") under Part 26 of the Companies Act 2006 (the "Act"). Suspension of dealings in SMS Shares is expected by 7:30 a.m. on 15 February 2024. Cancellation of admission to trading of SMS Shares on AIM is expected by 7:00 a.m. on 16 February 2024.
お知らせ • Dec 07Smart Metering Systems to Make an Application to London Stock Exchange for Cancellation of Admission to Trading on AIMThe boards of Smart Metering Systems plc ("SMS") and Sienna Bidco Limited ("Bidco") announced that they have reached agreement on the terms of a recommended all cash acquisition of the entire issued and to be issued ordinary share capital of SMS by Bidco. Prior to the Scheme becoming Effective, an application will be made to the London Stock Exchange for the admission of the SMS Shares to trading on AIM to be cancelled shortly after the Effective Date (but in any event after the Scheme becomes Effective). The last day of dealings in SMS Shares on AIM is expected to be the Business Day immediately prior to the Effective Date and no transfers will be registered after 6.00 p.m. (London time) on that date. On the Effective Date, share certificates held by Scheme Shareholders in respect of Scheme Shares shall cease to be valid and should be destroyed. In addition, entitlements to SMS Shares held in CREST shall be cancelled on the Effective Date. It is also proposed that, following the Effective Date and after the cancellation of trading of the SMS Shares on AIM, SMS will be re-registered as a private limited company under the relevant provisions of the Companies Act.
分析記事 • Nov 02There Are Reasons To Feel Uneasy About Smart Metering Systems' (LON:SMS) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Oct 13Smart Metering Systems (LON:SMS) Is Increasing Its Dividend To £0.0832The board of Smart Metering Systems plc ( LON:SMS ) has announced that it will be paying its dividend of £0.0832 on the...
Upcoming Dividend • Sep 28Upcoming dividend of UK£0.083 per share at 5.0% yieldEligible shareholders must have bought the stock before 05 October 2023. Payment date: 26 October 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 5.0%. Lower than top quartile of British dividend payers (6.3%). Higher than average of industry peers (1.7%).
Reported Earnings • Sep 17First half 2023 earnings released: EPS: UK£0.043 (vs UK£0.034 in 1H 2022)First half 2023 results: EPS: UK£0.043 (up from UK£0.034 in 1H 2022). Revenue: UK£79.3m (up 27% from 1H 2022). Net income: UK£5.76m (up 28% from 1H 2022). Profit margin: 7.3% (up from 7.2% in 1H 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.
分析記事 • Sep 15Smart Metering Systems' (LON:SMS) Shareholders Will Receive A Bigger Dividend Than Last YearSmart Metering Systems plc ( LON:SMS ) has announced that it will be increasing its periodic dividend on the 26th of...
お知らせ • Sep 12Smart Metering Systems plc Announces Dividend in Respect of 2023 in 4 Instalments, Payment Date Is 26 October 2023, 25 January 2024, 25 April 2024 and 25 July 2024Smart Metering Systems plc announced that in line with the Group's policy to grow dividends at 10% per annum until 2024, a 33.275 pence per share dividend is intended in respect of Fiscal Year 2023. This is expected to be settled in four equal quarterly instalments in accordance with the provisional timetable below: Ex-dividend date is 05 October 2023, 04 January 2024, 04 April 2024 and 04 July 2024. Record date is 06 October 2023, 05 January 2024, 05 April 2024, and 05 July 2024. Payment date is 26 October 2023, 25 January 2024, 25 April 2024 and 25 July 2024.
お知らせ • Aug 24Smart Metering Systems plc (AIM:SMS) acquired Domestic services division of Evergreen Energy Ltd.Smart Metering Systems plc (AIM:SMS) acquired Domestic services division of Evergreen Energy Ltd on August 22, 2023. Smart Metering Systems plc (AIM:SMS) completed the acquisition of Domestic services division of Evergreen Energy Ltd on August 22, 2023.
お知らせ • Jul 25Smart Metering Systems plc Provides Dividend Guidance for the Year 2023Smart Metering Systems plc expected Fiscal Year 2023 dividend of 33.275 pence per share, +10% y-o-y in line with stated policy.
分析記事 • Jul 20Here's What To Make Of Smart Metering Systems' (LON:SMS) Decelerating Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Upcoming Dividend • Jun 29Upcoming dividend of UK£0.076 per share at 4.4% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 27 July 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.4%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (1.6%).
お知らせ • Jun 17Smart Metering Systems plc to Report First Half, 2023 Results on Sep 12, 2023Smart Metering Systems plc announced that they will report first half, 2023 results on Sep 12, 2023
分析記事 • Jun 15Does Smart Metering Systems (LON:SMS) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Jun 06Smart Metering Systems plc Announces the Appointment of Mike Winkel as A Non-Executive DirectorSmart Metering Systems plc announced the appointment of Mike Winkel as a Non-Executive Director of the Group with immediate effect. Mike is a former COO of E.ON SE and CEO of its Renewables business and he has extensive experience in the global power and gas sector. Mike has held various senior commercial, strategic and managerial roles in renewable power generation, optimisation, and asset operation and has more than 25 years of experience in the industry. In addition, Mike holds a degree in Business Administration from the Technical University of Dresden and holds a number of board and senior advisory positions with international organisations.
Recent Insider Transactions • Mar 31CEO & Director recently bought UK£120k worth of stockOn the 28th of March, Timothy Mortlock bought around 16k shares on-market at roughly UK£7.45 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Timothy has been a buyer over the last 12 months, purchasing a net total of UK£220k worth in shares.
Upcoming Dividend • Mar 30Upcoming dividend of UK£0.076 per share at 4.0% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 27 April 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.0%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (1.6%).
Reported Earnings • Mar 15Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: UK£0.11 (up from UK£0.032 in FY 2021). Revenue: UK£135.5m (up 25% from FY 2021). Net income: UK£14.9m (up 292% from FY 2021). Profit margin: 11% (up from 3.5% in FY 2021). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 15Does Smart Metering Systems (LON:SMS) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Jan 26Smart Metering Systems plc to Report Fiscal Year 2022 Results on Mar 14, 2023Smart Metering Systems plc announced that they will report fiscal year 2022 results on Mar 14, 2023
Upcoming Dividend • Dec 29Upcoming dividend of UK£0.076 per shareEligible shareholders must have bought the stock before 05 January 2023. Payment date: 26 January 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.5%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (1.3%).
分析記事 • Nov 12Here's What's Concerning About Smart Metering Systems' (LON:SMS) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Recent Insider Transactions • Oct 21CEO & Director recently bought UK£100k worth of stockOn the 13th of October, Timothy Mortlock bought around 14k shares on-market at roughly UK£7.11 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Timothy has been a buyer over the last 12 months, purchasing a net total of UK£200k worth in shares.
Upcoming Dividend • Sep 29Upcoming dividend of UK£0.076 per shareEligible shareholders must have bought the stock before 06 October 2022. Payment date: 28 October 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.5%. Lower than top quartile of British dividend payers (6.1%). Higher than average of industry peers (1.5%).
Reported Earnings • Sep 14First half 2022 earnings released: EPS: UK£0 (vs UK£0.009 in 1H 2021)First half 2022 results: EPS: UK£0. Revenue: UK£62.7m (up 21% from 1H 2021). Net income: UK£4.50m (up 340% from 1H 2021). Profit margin: 7.2% (up from 2.0% in 1H 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Commercial Services industry in the United Kingdom.
分析記事 • Aug 30Is Smart Metering Systems plc (LON:SMS) Worth UK£9.2 Based On Its Intrinsic Value?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Smart Metering Systems...
Upcoming Dividend • Jun 23Upcoming dividend of UK£0.069 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 28 July 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.3%. Lower than top quartile of British dividend payers (5.2%). Higher than average of industry peers (2.0%).
分析記事 • Jun 07Smart Metering Systems (LON:SMS) May Have Issues Allocating Its CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
分析記事 • May 03Are Smart Metering Systems plc (LON:SMS) Investors Paying Above The Intrinsic Value?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Smart Metering Systems...
Upcoming Dividend • Mar 24Upcoming dividend of UK£0.069 per shareEligible shareholders must have bought the stock before 31 March 2022. Payment date: 28 April 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (4.6%). Higher than average of industry peers (2.1%).
Recent Insider Transactions • Mar 18CEO & Director recently bought UK£100k worth of stockOn the 15th of March, Timothy Mortlock bought around 14k shares on-market at roughly UK£7.29 per share. This was the largest purchase by an insider in the last 3 months. This was Timothy's only on-market trade for the last 12 months.
Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: UK£0.032 (down from UK£1.72 in FY 2020). Revenue: UK£108.5m (up 5.3% from FY 2020). Net income: UK£3.79m (down 98% from FY 2020). Profit margin: 3.5% (down from 188% in FY 2020). The decrease in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 73%. Over the next year, revenue is forecast to grow 6.0%, compared to a 9.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 18The Returns On Capital At Smart Metering Systems (LON:SMS) Don't Inspire ConfidenceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Jan 09Does This Valuation Of Smart Metering Systems plc (LON:SMS) Imply Investors Are Overpaying?Does the January share price for Smart Metering Systems plc ( LON:SMS ) reflect what it's really worth? Today, we will...
分析記事 • Oct 12Does Smart Metering Systems (LON:SMS) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Sep 23Upcoming dividend of UK£0.069 per shareEligible shareholders must have bought the stock before 30 September 2021. Payment date: 28 October 2021. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (3.9%). Higher than average of industry peers (1.2%).
Reported Earnings • Sep 19First half 2021 earnings released: EPS UK£0.009 (vs UK£1.71 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: UK£51.7m (down 4.6% from 1H 2020). Net income: UK£1.02m (down 100% from 1H 2020). Profit margin: 2.0% (down from 356% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 15Here's What's Concerning About Smart Metering Systems' (LON:SMS) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Price Target Changed • Sep 14Price target increased to UK£10.60Up from UK£9.86, the current price target is an average from 6 analysts. New target price is 20% above last closing price of UK£8.84. Stock is up 35% over the past year.
Price Target Changed • Jun 25Price target increased to UK£9.75Up from UK£9.03, the current price target is an average from 6 analysts. New target price is 13% above last closing price of UK£8.65. Stock is up 49% over the past year.
Upcoming Dividend • Jun 24Upcoming dividend of UK£0.063 per shareEligible shareholders must have bought the stock before 01 July 2021. Payment date: 29 July 2021. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (4.0%). Higher than average of industry peers (1.6%).
Reported Earnings • Apr 16Full year 2020 earnings released: EPS UK£1.72 (vs UK£0.036 in FY 2019)Full year 2020 results: Revenue: UK£103.0m (down 9.9% from FY 2019). Net income: UK£193.5m (up UK£189.5m from FY 2019). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Executive Departure • Apr 02CFO & Executive Director has left the companyOn the 31st of March, David Thompson's tenure as CFO & Executive Director ended after 3.6 years in the role. As of December 2020, David personally held only 3.00k shares (UK£21k worth at the time). A total of 2 executives have left over the last 12 months.
Upcoming Dividend • Mar 25Upcoming dividend of UK£0.063 per shareEligible shareholders must have bought the stock before 01 April 2021. Payment date: 29 April 2021. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (4.4%). Higher than average of industry peers (1.6%).
Major Estimate Revision • Mar 24Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from UK£0.095 to UK£0.12. Revenue forecast steady at UK£105.0m. Net income forecast to shrink 93% next year vs 33% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target up from UK£8.40 to UK£8.68. Share price was steady at UK£7.66 over the past week.
Reported Earnings • Mar 17Full year 2020 earnings releasedFull year 2020 results: Revenue: UK£103.0m (down 9.9% from FY 2019). Net income: UK£193.5m (up UK£189.5m from FY 2019).
Is New 90 Day High Low • Mar 06New 90-day high: UK£7.54The company is up 15% from its price of UK£6.57 on 04 December 2020. The British market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.83 per share.
Is New 90 Day High Low • Dec 29New 90-day high: UK£7.25The company is up 11% from its price of UK£6.51 on 30 September 2020. The British market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Commercial Services industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.45 per share.
Is New 90 Day High Low • Dec 04New 90-day high: UK£6.57The company is up 7.0% from its price of UK£6.15 on 04 September 2020. The British market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.84 per share.
分析記事 • Dec 04We're Not So Sure You Should Rely on Smart Metering Systems's (LON:SMS) Statutory EarningsIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...
Is New 90 Day High Low • Oct 15New 90-day low: UK£5.86The company is down 2.0% from its price of UK£5.95 on 17 July 2020. The British market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Commercial Services industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.91 per share.
Major Estimate Revision • Sep 22Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from UK£0.85 to UK£1.67. Revenue estimate for the same period was approximately flat at UK£99.4m. Net income is expected to shrink by 49% next year compared to 14% decline forecast for the Electronic industry in the United Kingdom. The consensus price target of UK£7.99 was unchanged from the last update. Share price stayed mostly flat at UK£6.54 over the past week.
