View ValuationPlexus Holdings 将来の成長Future 基準チェック /26Plexus Holdingsは、117.3%と113.8%でそれぞれ年率117.3%で利益と収益が成長すると予測される一方、EPSはgrowで119.9%年率。主要情報117.3%収益成長率119.87%EPS成長率Energy Services 収益成長23.3%収益成長率113.8%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日31 Mar 2026今後の成長に関する最新情報Major Estimate Revision • Apr 07Consensus revenue estimates fall by 73%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from UK£9.40m to UK£2.50m. Forecast loss of -UK£0.0246, down from profit of UK£0.0019 per share profit previously. Energy Services industry in the United Kingdom expected to see average net income growth of 60% next year. Consensus price target of UK£0.22 unchanged from last update. Share price fell 3.5% to UK£0.028 over the past week.Price Target Changed • Nov 15Price target decreased by 27% to UK£0.22Down from UK£0.30, the current price target is provided by 1 analyst. New target price is 226% above last closing price of UK£0.068. Stock is down 28% over the past year. The company is forecast to post a net loss per share of UK£0.025 compared to earnings per share of UK£0.028 last year.お知らせ • Mar 07Plexus Holdings plc Decides to Suspend Activities with Gusar Until Further NoticePlexus Holdings PLC continued to monitor the tragic war in Ukraine, and thoughts are with the Ukrainian people, as well as with ordinary Russians who are suffering consequences. Plexus has a licence agreement with its Russian licencee partner, LLC Gusar under which, Gusar is able to supply the Russian and CIS markets with Plexus' POG-GRIP rental exploration wellhead equipment used from Jack-up rigs. As a result of the ongoing situation in Ukraine, Plexus has decided to suspend activities with Gusar until further notice. The suspension of these activities is not expected to have a material impact on Plexus' financial trading performance in the year ending 30 June 2022, which the Board anticipate will remain in line with market expectations. The Company believes it will however incur Gusar related negative cash flow impact of circa £650,000 in 2022 related to a combination of pending royalties and planned advance stage payments for wellhead equipment which as a result of the situation are now currently uncertain. As the company had been performing well, it is currently anticipated that despite this situation, the year-end cash position will be broadly in line with expectations. On a more positive note, apart from the positive progress with Cameron in relation to the surface production wellhead licence, Plexus is actively pursuing opportunities in its main target markets outside of Russia, in particular the UK and European Continental Shelfs. These include production wellhead sales, a number of Plexus Product developments utilising proprietary POS-GRIP technology, and importantly newly re-entered exploration rental wellhead market activities following the recent signing of a Collaboration Agreement with Cameron International Corporation, a Schlumberger company. These ongoing initiatives are expected to gain momentum in the next financial year 2022/23.お知らせ • Mar 31Plexus Holdings plc Provides Revenue Guidance for the Second Half and Full Year of Fiscal 2021Plexus Holdings plc provided revenue guidance for the second half and full year of fiscal 2021. The Group's revenues are projected to be higher in the second half of the financial year. The company announced results for the full year are anticipated to be in line with market expectations.すべての更新を表示Recent updatesMajor Estimate Revision • Apr 07Consensus revenue estimates fall by 73%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from UK£9.40m to UK£2.50m. Forecast loss of -UK£0.0246, down from profit of UK£0.0019 per share profit previously. Energy Services industry in the United Kingdom expected to see average net income growth of 60% next year. Consensus price target of UK£0.22 unchanged from last update. Share price fell 3.5% to UK£0.028 over the past week.Reported Earnings • Apr 06First half 2026 earnings released: UK£0.012 loss per share (vs UK£0.012 loss in 1H 2025)First half 2026 results: UK£0.012 loss per share (in line with 1H 2025). Revenue: UK£1.20m (down 58% from 1H 2025). Net loss: UK£2.13m (loss widened 62% from 1H 2025). Revenue is forecast to grow 114% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.New Risk • Mar 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Market cap is less than US$10m (UK£4.92m market cap, or US$6.51m).お知らせ • Dec 23Plexus Holdings plc, Annual General Meeting, Jan 16, 2026Plexus Holdings plc, Annual General Meeting, Jan 16, 2026. Location: the offices of plexus ocean systems limited, plexus house, burnside drive, dyce, aberdeen ab21 0hw, United KingdomReported Earnings • Dec 21Full year 2025 earnings released: UK£0.027 loss per share (vs UK£0.028 profit in FY 2024)Full year 2025 results: UK£0.027 loss per share (down from UK£0.028 profit in FY 2024). Revenue: UK£4.48m (down 65% from FY 2024). Net loss: UK£3.27m (down 211% from profit in FY 2024). Revenue is forecast to grow 43% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.New Risk • Dec 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (64% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (UK£10.8m market cap, or US$14.4m).Buy Or Sell Opportunity • Dec 19Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to UK£0.052. The fair value is estimated to be UK£0.068, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 33% in a year. Earnings are forecast to decline by 131% in the next year.Price Target Changed • Nov 15Price target decreased by 27% to UK£0.22Down from UK£0.30, the current price target is provided by 1 analyst. New target price is 226% above last closing price of UK£0.068. Stock is down 28% over the past year. The company is forecast to post a net loss per share of UK£0.025 compared to earnings per share of UK£0.028 last year.New Risk • Oct 14New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (64% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Market cap is less than US$100m (UK£14.1m market cap, or US$18.7m).お知らせ • Jul 10Plexus Holdings plc Announces Board ChangesPlexus Holdings plc announced that Dr. Stuart Paton has been appointed as a Non-Executive Director of the Company with immediate effect. Dr. Paton brings over 30 years of experience in the energy industry, having held a range of senior positions, including Chief Executive Officer of Dana Petroleum plc and Chair and Non-Executive Director of Getech Group plc. He is a highly experienced company adviser, holds a PhD from the University of Cambridge, and is a Fellow of the Geological Society of London. The Company also announced that Ms. Kunming Liu has stepped down from the Board after 10 years of service. Dr. Stuart Mcnicol Paton, aged 57, holds the following directorships /partnerships: Current Directorships /Partnerships: Dunkeld and Birnam News CIC; Heartland Cares Collective Ltd. Former Directorships /Partnerships (within the last 5 years): Getech Group plc; H2 Green Ltd; Exprodat Consulting Limited.分析記事 • Jul 04Plexus Holdings plc's (LON:POS) Shares Climb 26% But Its Business Is Yet to Catch UpDespite an already strong run, Plexus Holdings plc ( LON:POS ) shares have been powering on, with a gain of 26% in the...New Risk • May 21New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Shareholders have been substantially diluted in the past year (64% increase in shares outstanding). Minor Risk Market cap is less than US$100m (UK£14.2m market cap, or US$19.1m).New Risk • Apr 24New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 64% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (64% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (9.8% average weekly change). Market cap is less than US$100m (UK£13.6m market cap, or US$18.1m).Reported Earnings • Apr 02First half 2025 earnings released: UK£0.012 loss per share (vs UK£0.022 profit in 1H 2024)First half 2025 results: UK£0.012 loss per share (down from UK£0.022 profit in 1H 2024). Revenue: UK£2.87m (down 44% from 1H 2024). Net loss: UK£1.31m (down 159% from profit in 1H 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 28Subdued Growth No Barrier To Plexus Holdings plc (LON:POS) With Shares Advancing 32%Those holding Plexus Holdings plc ( LON:POS ) shares would be relieved that the share price has rebounded 32% in the...New Risk • Mar 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (UK£10.1m market cap, or US$13.1m).お知らせ • Mar 21Plexus Holdings plc has filed a Follow-on Equity Offering in the amount of £2.999824 million.Plexus Holdings plc has filed a Follow-on Equity Offering in the amount of £2.999824 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 15,904,977 Price\Range: £0.065 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 30,246,151 Price\Range: £0.065 Transaction Features: Regulation S; Subsequent Direct Listingお知らせ • Mar 19Plexus Holdings plc has filed a Follow-on Equity Offering in the amount of £0.5 million.Plexus Holdings plc has filed a Follow-on Equity Offering in the amount of £0.5 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 7,692,307 Price\Range: £0.065 Transaction Features: Regulation SNew Risk • Feb 25New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: UK£7.64m (US$9.67m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 80% per year for the foreseeable future. Market cap is less than US$10m (UK£7.64m market cap, or US$9.67m).お知らせ • Nov 16Plexus Holdings plc, Annual General Meeting, Dec 09, 2024Plexus Holdings plc, Annual General Meeting, Dec 09, 2024. Location: the offices of plexus ocean systems limited, plexus house, burnside drive, dyce, aberdeen ab21 0hw, United Kingdom分析記事 • Oct 23Plexus Holdings plc (LON:POS) Might Not Be As Mispriced As It LooksThere wouldn't be many who think Plexus Holdings plc's ( LON:POS ) price-to-sales (or "P/S") ratio of 0.9x is worth a...Reported Earnings • Oct 22Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: UK£0.028 (up from UK£0.04 loss in FY 2023). Revenue: UK£12.7m (up UK£11.2m from FY 2023). Net income: UK£2.93m (up UK£6.95m from FY 2023). Profit margin: 23% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 9.1%. Earnings per share (EPS) exceeded analyst estimates by 64%. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.New Risk • Oct 04New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (21% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Shareholders have been diluted in the past year (4.9% increase in shares outstanding). Market cap is less than US$100m (UK£14.5m market cap, or US$19.1m).New Risk • Sep 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (21% accrual ratio). Minor Risks Shareholders have been diluted in the past year (4.9% increase in shares outstanding). Market cap is less than US$100m (UK£14.2m market cap, or US$19.0m).分析記事 • Aug 31We Like These Underlying Return On Capital Trends At Plexus Holdings (LON:POS)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...New Risk • Jul 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Shareholders have been diluted in the past year (4.9% increase in shares outstanding). Market cap is less than US$100m (UK£13.7m market cap, or US$17.6m).お知らせ • Jul 01Plexus Holdings plc Announces Board ChangesPlexus Holdings PLC advised a number of changes to its Board of Directors. After more than 50 years in the industry and 19 years as CEO of the Company that he founded, Ben van Bilderbeek has retired as CEO of Plexus and moved to the position of Non-executive Chair. He replaces Jeff Thrall who has been Chair since 2012 and will remain on the board as a Non-executive Director. Craig Hendrie, who has been with Plexus for over 25 years, including 19 years as Technical Director, has been appointed as CEO of the Company. Mr. Hendrie has a strong engineering background and was instrumental in the development, testing and analysis of the original POS-GRIP products. More recently, he has been involved in day-to-day activities as a Director of Plexus Ocean Systems Limited in Aberdeen. In addition, after 19 years with the Company, Graham Stevens has retired as Finance Director and stepped down from the board. He is replaced on the board by Mike Park who has been appointed as Chief Financial Officer. Mr. Park has been an employee of Plexus for 20 years and was previously a Director and Financial Controller of Plexus Ocean Systems Limited. In a further addition to the board, Anastasio (Stas) van Bilderbeek has been appointed as an Executive Director and will be responsible forengagement with existing and prospective shareholders as well as assisting with, and implementing, company strategy and business development. As part of this succession plan, and to ensure a seamless transition process, both Ben van Bilderbeek and Graham Stevens will stay on as full-time employees of the Company for six months to assist the new board as required. Michael (Mike) George Park, aged 57, holds the following directorships /partnerships: Current Directorships /Partnerships: Plexus Limited, Plexus Applied Technologies Limited, Plexus Ocean Systems Limited. Anastasio (Stas) Johan Michael James van Bilderbeek, aged 49, holds the following directorships /artnerships: Current Directorships /Partnerships: Burnside House Limited, Borough Homes (London) Limited, Bilderbeek Limited, 11-17 Stafford Terrace Freehold Limited, Plexus Property International Limited.分析記事 • May 05Is Plexus Holdings (LON:POS) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Mar 20First half 2024 earnings released: EPS: UK£0.022 (vs UK£0.021 loss in 1H 2023)First half 2024 results: EPS: UK£0.022 (up from UK£0.021 loss in 1H 2023). Revenue: UK£5.09m (up UK£4.38m from 1H 2023). Net income: UK£2.22m (up UK£4.29m from 1H 2023). Profit margin: 44% (up from net loss in 1H 2023). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Dec 01Plexus Holdings plc, Annual General Meeting, Dec 22, 2023Plexus Holdings plc, Annual General Meeting, Dec 22, 2023, at 11:00 Coordinated Universal Time. Location: Plexus House, Burnside Drive Dyce United Kingdom分析記事 • Dec 01Would Plexus Holdings (LON:POS) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Nov 30Full year 2023 earnings released: UK£0.04 loss per share (vs UK£0.074 loss in FY 2022)Full year 2023 results: UK£0.04 loss per share (improved from UK£0.074 loss in FY 2022). Revenue: UK£1.49m (down 36% from FY 2022). Net loss: UK£4.02m (loss narrowed 46% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.New Risk • Oct 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (26% average weekly change). Earnings have declined by 12% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Shareholders have been diluted in the past year (2.7% increase in shares outstanding). Revenue is less than US$5m (UK£2.3m revenue, or US$2.8m). Market cap is less than US$100m (UK£24.2m market cap, or US$29.4m).New Risk • Oct 13New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (26% average weekly change). Earnings have declined by 12% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Revenue is less than US$5m (UK£2.3m revenue, or US$2.8m). Market cap is less than US$100m (UK£19.8m market cap, or US$24.0m).New Risk • Sep 19New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -UK£4.4m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-UK£4.4m free cash flow). Share price has been highly volatile over the past 3 months (23% average weekly change). Earnings have declined by 12% per year over the past 5 years. Minor Risks Revenue is less than US$5m (UK£2.3m revenue, or US$2.8m). Market cap is less than US$100m (UK£17.5m market cap, or US$21.6m).New Risk • Jul 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Market cap is less than US$10m (UK£4.02m market cap, or US$5.17m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-UK£4.4m). Currently unprofitable and not forecast to become profitable next year (UK£2.1m net loss next year). Revenue is less than US$5m (UK£2.3m revenue, or US$2.9m).Reported Earnings • Mar 28First half 2023 earnings released: UK£0.021 loss per share (vs UK£0.019 loss in 1H 2022)First half 2023 results: UK£0.021 loss per share (further deteriorated from UK£0.019 loss in 1H 2022). Revenue: UK£709.0k (down 3.4% from 1H 2022). Net loss: UK£2.07m (loss widened 6.1% from 1H 2022). Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 34% per year.お知らせ • Nov 30Plexus Holdings plc, Annual General Meeting, Dec 23, 2022Plexus Holdings plc, Annual General Meeting, Dec 23, 2022, at 14:30 Coordinated Universal Time. Location: Fox Williams LLP, 10 Finsbury Square, London, EC2A 1AF London United KingdomReported Earnings • Nov 26Full year 2022 earnings released: UK£0.074 loss per share (vs UK£0.041 loss in FY 2021)Full year 2022 results: UK£0.074 loss per share (further deteriorated from UK£0.041 loss in FY 2021). Revenue: UK£2.31m (up 14% from FY 2021). Net loss: UK£7.46m (loss widened 81% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has fallen by 54% per year, which means it is performing significantly worse than earnings.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Kunming Liu was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Jun 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Kunming Liu was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Mar 07Plexus Holdings plc Decides to Suspend Activities with Gusar Until Further NoticePlexus Holdings PLC continued to monitor the tragic war in Ukraine, and thoughts are with the Ukrainian people, as well as with ordinary Russians who are suffering consequences. Plexus has a licence agreement with its Russian licencee partner, LLC Gusar under which, Gusar is able to supply the Russian and CIS markets with Plexus' POG-GRIP rental exploration wellhead equipment used from Jack-up rigs. As a result of the ongoing situation in Ukraine, Plexus has decided to suspend activities with Gusar until further notice. The suspension of these activities is not expected to have a material impact on Plexus' financial trading performance in the year ending 30 June 2022, which the Board anticipate will remain in line with market expectations. The Company believes it will however incur Gusar related negative cash flow impact of circa £650,000 in 2022 related to a combination of pending royalties and planned advance stage payments for wellhead equipment which as a result of the situation are now currently uncertain. As the company had been performing well, it is currently anticipated that despite this situation, the year-end cash position will be broadly in line with expectations. On a more positive note, apart from the positive progress with Cameron in relation to the surface production wellhead licence, Plexus is actively pursuing opportunities in its main target markets outside of Russia, in particular the UK and European Continental Shelfs. These include production wellhead sales, a number of Plexus Product developments utilising proprietary POS-GRIP technology, and importantly newly re-entered exploration rental wellhead market activities following the recent signing of a Collaboration Agreement with Cameron International Corporation, a Schlumberger company. These ongoing initiatives are expected to gain momentum in the next financial year 2022/23.分析記事 • Dec 13It's Probably Less Likely That Plexus Holdings plc's (LON:POS) CEO Will See A Huge Pay Rise This YearIn the past three years, the share price of Plexus Holdings plc ( LON:POS ) has struggled to grow and now shareholders...分析記事 • Nov 28Is Plexus Holdings (LON:POS) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Nov 23Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: UK£0.041 loss per share (down from UK£0.039 loss in FY 2020). Net loss: UK£4.11m (loss widened 1.3% from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 42% per year, which means it is significantly lagging earnings.分析記事 • May 14Is Plexus Holdings (LON:POS) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...お知らせ • Mar 31Plexus Holdings plc Provides Revenue Guidance for the Second Half and Full Year of Fiscal 2021Plexus Holdings plc provided revenue guidance for the second half and full year of fiscal 2021. The Group's revenues are projected to be higher in the second half of the financial year. The company announced results for the full year are anticipated to be in line with market expectations.分析記事 • Jan 29What We Learned About Plexus Holdings' (LON:POS) CEO PayThe CEO of Plexus Holdings plc ( LON:POS ) is Ben van Bilderbeek, and this article examines the executive's...分析記事 • Dec 07We Think Plexus Holdings (LON:POS) Needs To Drive Business Growth CarefullyEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Is New 90 Day High Low • Nov 10New 90-day high: UK£0.20The company is up 74% from its price of UK£0.12 on 12 August 2020. The British market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is down 4.0% over the same period.業績と収益の成長予測AIM:POS - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/20271211316/30/20263-4-4-2112/31/20253-4-4-2N/A9/30/20254-4-3-1N/A6/30/20254-3-3-1N/A3/31/20257-202N/A12/31/202411-124N/A9/30/202412114N/A6/30/202413304N/A3/31/202492-12N/A12/31/202360-30N/A9/30/20234-2-3-1N/A6/30/20231-4-3-1N/A3/31/20232-6-4-3N/A12/31/20222-8-4-4N/A9/30/20222-8-4-3N/A6/30/20222-7-3-3N/A12/31/20212-4-2-2N/A9/30/20212-4-3-2N/A6/30/20212-4-3-3N/A12/31/20201-3-7-6N/A9/30/20201-4-6-6N/A6/30/20201-4-5-5N/A12/31/20192-4-2-1N/A9/30/20193-3N/A-2N/A6/30/20194-3N/A-2N/A12/31/20182-4N/A-4N/A9/30/20181-4N/A-4N/A6/30/20180-5N/A-4N/A12/31/20170-4N/A-4N/A9/30/20170-4N/A-3N/A6/30/20170-4N/A-3N/A3/31/20173-5N/A-2N/A12/31/20165-5N/A-2N/A9/30/20168-5N/A0N/A6/30/201611-6N/A1N/A3/31/201617-3N/A5N/A12/31/2015220N/A8N/A9/30/2015253N/A7N/A6/30/2015295N/A5N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: POS今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: POS今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: POS今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: POSの収益 ( 113.8% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: POSの収益 ( 113.8% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: POSの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance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2026/06/10 14:06終値2026/06/10 00:00収益2025/12/31年間収益2025/06/30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Plexus Holdings plc 1 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。1 アナリスト機関Ian McInallyCavendish
Major Estimate Revision • Apr 07Consensus revenue estimates fall by 73%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from UK£9.40m to UK£2.50m. Forecast loss of -UK£0.0246, down from profit of UK£0.0019 per share profit previously. Energy Services industry in the United Kingdom expected to see average net income growth of 60% next year. Consensus price target of UK£0.22 unchanged from last update. Share price fell 3.5% to UK£0.028 over the past week.
Price Target Changed • Nov 15Price target decreased by 27% to UK£0.22Down from UK£0.30, the current price target is provided by 1 analyst. New target price is 226% above last closing price of UK£0.068. Stock is down 28% over the past year. The company is forecast to post a net loss per share of UK£0.025 compared to earnings per share of UK£0.028 last year.
お知らせ • Mar 07Plexus Holdings plc Decides to Suspend Activities with Gusar Until Further NoticePlexus Holdings PLC continued to monitor the tragic war in Ukraine, and thoughts are with the Ukrainian people, as well as with ordinary Russians who are suffering consequences. Plexus has a licence agreement with its Russian licencee partner, LLC Gusar under which, Gusar is able to supply the Russian and CIS markets with Plexus' POG-GRIP rental exploration wellhead equipment used from Jack-up rigs. As a result of the ongoing situation in Ukraine, Plexus has decided to suspend activities with Gusar until further notice. The suspension of these activities is not expected to have a material impact on Plexus' financial trading performance in the year ending 30 June 2022, which the Board anticipate will remain in line with market expectations. The Company believes it will however incur Gusar related negative cash flow impact of circa £650,000 in 2022 related to a combination of pending royalties and planned advance stage payments for wellhead equipment which as a result of the situation are now currently uncertain. As the company had been performing well, it is currently anticipated that despite this situation, the year-end cash position will be broadly in line with expectations. On a more positive note, apart from the positive progress with Cameron in relation to the surface production wellhead licence, Plexus is actively pursuing opportunities in its main target markets outside of Russia, in particular the UK and European Continental Shelfs. These include production wellhead sales, a number of Plexus Product developments utilising proprietary POS-GRIP technology, and importantly newly re-entered exploration rental wellhead market activities following the recent signing of a Collaboration Agreement with Cameron International Corporation, a Schlumberger company. These ongoing initiatives are expected to gain momentum in the next financial year 2022/23.
お知らせ • Mar 31Plexus Holdings plc Provides Revenue Guidance for the Second Half and Full Year of Fiscal 2021Plexus Holdings plc provided revenue guidance for the second half and full year of fiscal 2021. The Group's revenues are projected to be higher in the second half of the financial year. The company announced results for the full year are anticipated to be in line with market expectations.
Major Estimate Revision • Apr 07Consensus revenue estimates fall by 73%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from UK£9.40m to UK£2.50m. Forecast loss of -UK£0.0246, down from profit of UK£0.0019 per share profit previously. Energy Services industry in the United Kingdom expected to see average net income growth of 60% next year. Consensus price target of UK£0.22 unchanged from last update. Share price fell 3.5% to UK£0.028 over the past week.
Reported Earnings • Apr 06First half 2026 earnings released: UK£0.012 loss per share (vs UK£0.012 loss in 1H 2025)First half 2026 results: UK£0.012 loss per share (in line with 1H 2025). Revenue: UK£1.20m (down 58% from 1H 2025). Net loss: UK£2.13m (loss widened 62% from 1H 2025). Revenue is forecast to grow 114% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
New Risk • Mar 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Market cap is less than US$10m (UK£4.92m market cap, or US$6.51m).
お知らせ • Dec 23Plexus Holdings plc, Annual General Meeting, Jan 16, 2026Plexus Holdings plc, Annual General Meeting, Jan 16, 2026. Location: the offices of plexus ocean systems limited, plexus house, burnside drive, dyce, aberdeen ab21 0hw, United Kingdom
Reported Earnings • Dec 21Full year 2025 earnings released: UK£0.027 loss per share (vs UK£0.028 profit in FY 2024)Full year 2025 results: UK£0.027 loss per share (down from UK£0.028 profit in FY 2024). Revenue: UK£4.48m (down 65% from FY 2024). Net loss: UK£3.27m (down 211% from profit in FY 2024). Revenue is forecast to grow 43% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
New Risk • Dec 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (64% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (UK£10.8m market cap, or US$14.4m).
Buy Or Sell Opportunity • Dec 19Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to UK£0.052. The fair value is estimated to be UK£0.068, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 33% in a year. Earnings are forecast to decline by 131% in the next year.
Price Target Changed • Nov 15Price target decreased by 27% to UK£0.22Down from UK£0.30, the current price target is provided by 1 analyst. New target price is 226% above last closing price of UK£0.068. Stock is down 28% over the past year. The company is forecast to post a net loss per share of UK£0.025 compared to earnings per share of UK£0.028 last year.
New Risk • Oct 14New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (64% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Market cap is less than US$100m (UK£14.1m market cap, or US$18.7m).
お知らせ • Jul 10Plexus Holdings plc Announces Board ChangesPlexus Holdings plc announced that Dr. Stuart Paton has been appointed as a Non-Executive Director of the Company with immediate effect. Dr. Paton brings over 30 years of experience in the energy industry, having held a range of senior positions, including Chief Executive Officer of Dana Petroleum plc and Chair and Non-Executive Director of Getech Group plc. He is a highly experienced company adviser, holds a PhD from the University of Cambridge, and is a Fellow of the Geological Society of London. The Company also announced that Ms. Kunming Liu has stepped down from the Board after 10 years of service. Dr. Stuart Mcnicol Paton, aged 57, holds the following directorships /partnerships: Current Directorships /Partnerships: Dunkeld and Birnam News CIC; Heartland Cares Collective Ltd. Former Directorships /Partnerships (within the last 5 years): Getech Group plc; H2 Green Ltd; Exprodat Consulting Limited.
分析記事 • Jul 04Plexus Holdings plc's (LON:POS) Shares Climb 26% But Its Business Is Yet to Catch UpDespite an already strong run, Plexus Holdings plc ( LON:POS ) shares have been powering on, with a gain of 26% in the...
New Risk • May 21New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Shareholders have been substantially diluted in the past year (64% increase in shares outstanding). Minor Risk Market cap is less than US$100m (UK£14.2m market cap, or US$19.1m).
New Risk • Apr 24New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 64% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (64% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (9.8% average weekly change). Market cap is less than US$100m (UK£13.6m market cap, or US$18.1m).
Reported Earnings • Apr 02First half 2025 earnings released: UK£0.012 loss per share (vs UK£0.022 profit in 1H 2024)First half 2025 results: UK£0.012 loss per share (down from UK£0.022 profit in 1H 2024). Revenue: UK£2.87m (down 44% from 1H 2024). Net loss: UK£1.31m (down 159% from profit in 1H 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 28Subdued Growth No Barrier To Plexus Holdings plc (LON:POS) With Shares Advancing 32%Those holding Plexus Holdings plc ( LON:POS ) shares would be relieved that the share price has rebounded 32% in the...
New Risk • Mar 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (UK£10.1m market cap, or US$13.1m).
お知らせ • Mar 21Plexus Holdings plc has filed a Follow-on Equity Offering in the amount of £2.999824 million.Plexus Holdings plc has filed a Follow-on Equity Offering in the amount of £2.999824 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 15,904,977 Price\Range: £0.065 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 30,246,151 Price\Range: £0.065 Transaction Features: Regulation S; Subsequent Direct Listing
お知らせ • Mar 19Plexus Holdings plc has filed a Follow-on Equity Offering in the amount of £0.5 million.Plexus Holdings plc has filed a Follow-on Equity Offering in the amount of £0.5 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 7,692,307 Price\Range: £0.065 Transaction Features: Regulation S
New Risk • Feb 25New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: UK£7.64m (US$9.67m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 80% per year for the foreseeable future. Market cap is less than US$10m (UK£7.64m market cap, or US$9.67m).
お知らせ • Nov 16Plexus Holdings plc, Annual General Meeting, Dec 09, 2024Plexus Holdings plc, Annual General Meeting, Dec 09, 2024. Location: the offices of plexus ocean systems limited, plexus house, burnside drive, dyce, aberdeen ab21 0hw, United Kingdom
分析記事 • Oct 23Plexus Holdings plc (LON:POS) Might Not Be As Mispriced As It LooksThere wouldn't be many who think Plexus Holdings plc's ( LON:POS ) price-to-sales (or "P/S") ratio of 0.9x is worth a...
Reported Earnings • Oct 22Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: UK£0.028 (up from UK£0.04 loss in FY 2023). Revenue: UK£12.7m (up UK£11.2m from FY 2023). Net income: UK£2.93m (up UK£6.95m from FY 2023). Profit margin: 23% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 9.1%. Earnings per share (EPS) exceeded analyst estimates by 64%. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
New Risk • Oct 04New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (21% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Shareholders have been diluted in the past year (4.9% increase in shares outstanding). Market cap is less than US$100m (UK£14.5m market cap, or US$19.1m).
New Risk • Sep 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (21% accrual ratio). Minor Risks Shareholders have been diluted in the past year (4.9% increase in shares outstanding). Market cap is less than US$100m (UK£14.2m market cap, or US$19.0m).
分析記事 • Aug 31We Like These Underlying Return On Capital Trends At Plexus Holdings (LON:POS)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
New Risk • Jul 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Shareholders have been diluted in the past year (4.9% increase in shares outstanding). Market cap is less than US$100m (UK£13.7m market cap, or US$17.6m).
お知らせ • Jul 01Plexus Holdings plc Announces Board ChangesPlexus Holdings PLC advised a number of changes to its Board of Directors. After more than 50 years in the industry and 19 years as CEO of the Company that he founded, Ben van Bilderbeek has retired as CEO of Plexus and moved to the position of Non-executive Chair. He replaces Jeff Thrall who has been Chair since 2012 and will remain on the board as a Non-executive Director. Craig Hendrie, who has been with Plexus for over 25 years, including 19 years as Technical Director, has been appointed as CEO of the Company. Mr. Hendrie has a strong engineering background and was instrumental in the development, testing and analysis of the original POS-GRIP products. More recently, he has been involved in day-to-day activities as a Director of Plexus Ocean Systems Limited in Aberdeen. In addition, after 19 years with the Company, Graham Stevens has retired as Finance Director and stepped down from the board. He is replaced on the board by Mike Park who has been appointed as Chief Financial Officer. Mr. Park has been an employee of Plexus for 20 years and was previously a Director and Financial Controller of Plexus Ocean Systems Limited. In a further addition to the board, Anastasio (Stas) van Bilderbeek has been appointed as an Executive Director and will be responsible forengagement with existing and prospective shareholders as well as assisting with, and implementing, company strategy and business development. As part of this succession plan, and to ensure a seamless transition process, both Ben van Bilderbeek and Graham Stevens will stay on as full-time employees of the Company for six months to assist the new board as required. Michael (Mike) George Park, aged 57, holds the following directorships /partnerships: Current Directorships /Partnerships: Plexus Limited, Plexus Applied Technologies Limited, Plexus Ocean Systems Limited. Anastasio (Stas) Johan Michael James van Bilderbeek, aged 49, holds the following directorships /artnerships: Current Directorships /Partnerships: Burnside House Limited, Borough Homes (London) Limited, Bilderbeek Limited, 11-17 Stafford Terrace Freehold Limited, Plexus Property International Limited.
分析記事 • May 05Is Plexus Holdings (LON:POS) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Mar 20First half 2024 earnings released: EPS: UK£0.022 (vs UK£0.021 loss in 1H 2023)First half 2024 results: EPS: UK£0.022 (up from UK£0.021 loss in 1H 2023). Revenue: UK£5.09m (up UK£4.38m from 1H 2023). Net income: UK£2.22m (up UK£4.29m from 1H 2023). Profit margin: 44% (up from net loss in 1H 2023). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Dec 01Plexus Holdings plc, Annual General Meeting, Dec 22, 2023Plexus Holdings plc, Annual General Meeting, Dec 22, 2023, at 11:00 Coordinated Universal Time. Location: Plexus House, Burnside Drive Dyce United Kingdom
分析記事 • Dec 01Would Plexus Holdings (LON:POS) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Nov 30Full year 2023 earnings released: UK£0.04 loss per share (vs UK£0.074 loss in FY 2022)Full year 2023 results: UK£0.04 loss per share (improved from UK£0.074 loss in FY 2022). Revenue: UK£1.49m (down 36% from FY 2022). Net loss: UK£4.02m (loss narrowed 46% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
New Risk • Oct 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (26% average weekly change). Earnings have declined by 12% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Shareholders have been diluted in the past year (2.7% increase in shares outstanding). Revenue is less than US$5m (UK£2.3m revenue, or US$2.8m). Market cap is less than US$100m (UK£24.2m market cap, or US$29.4m).
New Risk • Oct 13New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (26% average weekly change). Earnings have declined by 12% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Revenue is less than US$5m (UK£2.3m revenue, or US$2.8m). Market cap is less than US$100m (UK£19.8m market cap, or US$24.0m).
New Risk • Sep 19New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -UK£4.4m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-UK£4.4m free cash flow). Share price has been highly volatile over the past 3 months (23% average weekly change). Earnings have declined by 12% per year over the past 5 years. Minor Risks Revenue is less than US$5m (UK£2.3m revenue, or US$2.8m). Market cap is less than US$100m (UK£17.5m market cap, or US$21.6m).
New Risk • Jul 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Market cap is less than US$10m (UK£4.02m market cap, or US$5.17m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-UK£4.4m). Currently unprofitable and not forecast to become profitable next year (UK£2.1m net loss next year). Revenue is less than US$5m (UK£2.3m revenue, or US$2.9m).
Reported Earnings • Mar 28First half 2023 earnings released: UK£0.021 loss per share (vs UK£0.019 loss in 1H 2022)First half 2023 results: UK£0.021 loss per share (further deteriorated from UK£0.019 loss in 1H 2022). Revenue: UK£709.0k (down 3.4% from 1H 2022). Net loss: UK£2.07m (loss widened 6.1% from 1H 2022). Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 34% per year.
お知らせ • Nov 30Plexus Holdings plc, Annual General Meeting, Dec 23, 2022Plexus Holdings plc, Annual General Meeting, Dec 23, 2022, at 14:30 Coordinated Universal Time. Location: Fox Williams LLP, 10 Finsbury Square, London, EC2A 1AF London United Kingdom
Reported Earnings • Nov 26Full year 2022 earnings released: UK£0.074 loss per share (vs UK£0.041 loss in FY 2021)Full year 2022 results: UK£0.074 loss per share (further deteriorated from UK£0.041 loss in FY 2021). Revenue: UK£2.31m (up 14% from FY 2021). Net loss: UK£7.46m (loss widened 81% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has fallen by 54% per year, which means it is performing significantly worse than earnings.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Kunming Liu was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Jun 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Kunming Liu was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Mar 07Plexus Holdings plc Decides to Suspend Activities with Gusar Until Further NoticePlexus Holdings PLC continued to monitor the tragic war in Ukraine, and thoughts are with the Ukrainian people, as well as with ordinary Russians who are suffering consequences. Plexus has a licence agreement with its Russian licencee partner, LLC Gusar under which, Gusar is able to supply the Russian and CIS markets with Plexus' POG-GRIP rental exploration wellhead equipment used from Jack-up rigs. As a result of the ongoing situation in Ukraine, Plexus has decided to suspend activities with Gusar until further notice. The suspension of these activities is not expected to have a material impact on Plexus' financial trading performance in the year ending 30 June 2022, which the Board anticipate will remain in line with market expectations. The Company believes it will however incur Gusar related negative cash flow impact of circa £650,000 in 2022 related to a combination of pending royalties and planned advance stage payments for wellhead equipment which as a result of the situation are now currently uncertain. As the company had been performing well, it is currently anticipated that despite this situation, the year-end cash position will be broadly in line with expectations. On a more positive note, apart from the positive progress with Cameron in relation to the surface production wellhead licence, Plexus is actively pursuing opportunities in its main target markets outside of Russia, in particular the UK and European Continental Shelfs. These include production wellhead sales, a number of Plexus Product developments utilising proprietary POS-GRIP technology, and importantly newly re-entered exploration rental wellhead market activities following the recent signing of a Collaboration Agreement with Cameron International Corporation, a Schlumberger company. These ongoing initiatives are expected to gain momentum in the next financial year 2022/23.
分析記事 • Dec 13It's Probably Less Likely That Plexus Holdings plc's (LON:POS) CEO Will See A Huge Pay Rise This YearIn the past three years, the share price of Plexus Holdings plc ( LON:POS ) has struggled to grow and now shareholders...
分析記事 • Nov 28Is Plexus Holdings (LON:POS) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Nov 23Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: UK£0.041 loss per share (down from UK£0.039 loss in FY 2020). Net loss: UK£4.11m (loss widened 1.3% from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 42% per year, which means it is significantly lagging earnings.
分析記事 • May 14Is Plexus Holdings (LON:POS) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
お知らせ • Mar 31Plexus Holdings plc Provides Revenue Guidance for the Second Half and Full Year of Fiscal 2021Plexus Holdings plc provided revenue guidance for the second half and full year of fiscal 2021. The Group's revenues are projected to be higher in the second half of the financial year. The company announced results for the full year are anticipated to be in line with market expectations.
分析記事 • Jan 29What We Learned About Plexus Holdings' (LON:POS) CEO PayThe CEO of Plexus Holdings plc ( LON:POS ) is Ben van Bilderbeek, and this article examines the executive's...
分析記事 • Dec 07We Think Plexus Holdings (LON:POS) Needs To Drive Business Growth CarefullyEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Is New 90 Day High Low • Nov 10New 90-day high: UK£0.20The company is up 74% from its price of UK£0.12 on 12 August 2020. The British market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is down 4.0% over the same period.