View ValuationPlexus Holdings 향후 성장Future 기준 점검 2/6Plexus Holdings은 연간 수입과 매출이 각각 117.3%와 113.8% 증가할 것으로 예상되고 EPS는 연간 119.9%만큼 증가할 것으로 예상됩니다.핵심 정보117.3%이익 성장률119.87%EPS 성장률Energy Services 이익 성장23.3%매출 성장률113.8%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트31 Mar 2026최근 향후 성장 업데이트Major 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.공시 • 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.공시 • 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.모든 업데이트 보기Recent 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).공시 • 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).공시 • 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.분석 기사 • 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.분석 기사 • 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).공시 • 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 Listing공시 • 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).공시 • 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 Kingdom분석 기사 • 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).분석 기사 • 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).공시 • 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.분석 기사 • 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.공시 • 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 Kingdom분석 기사 • 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.공시 • 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.공시 • 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.분석 기사 • 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...분석 기사 • 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.분석 기사 • 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...공시 • 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.분석 기사 • 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...분석 기사 • 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.이익 및 매출 성장 예측AIM:POS - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20271211316/30/20263-4-4-2112/31/20253-4-4-2N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: POS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: POS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: POS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: POS 의 수익(연간 113.8%)이 UK 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: POS 의 수익(연간 113.8%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: POS의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YEnergy 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/10 12:42종가2026/06/10 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Plexus Holdings plc는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ian 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.
공시 • 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.
공시 • 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).
공시 • 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).
공시 • 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.
분석 기사 • 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.
분석 기사 • 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).
공시 • 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
공시 • 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).
공시 • 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
분석 기사 • 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).
분석 기사 • 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).
공시 • 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.
분석 기사 • 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.
공시 • 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
분석 기사 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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...
공시 • 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.
분석 기사 • 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...
분석 기사 • 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.