Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Growth continues to be amazing here, with the US still to come · 44% increase in End Users, 47% increase in Annualised Recurring Revenue, 52% Increase in Licences Ordered in the first quarter alone.
Not sure I agree with all his remarks on the open offer, but an interesting read nonetheless: http://beforeitsnews.com/financial-markets/2014/04/small-cap-value-report-3-apr-2014-snty-lzye-mcb-igp-2697122.html The shareholder list is going to look impressive indeed.
New prodcut added to their portfolio, which is included with the contact centre solution free of charge, looks interesting. https://www.synety.com/latestnews/?p=1&id=a0iG000000CF6ixIAD New hire who worked for Oracle & Salesforce: http://uk.linkedin.com/pub/james-jewiss/0/292/0
Posts recommended faz and nw mate. I used to work with SAP closely so I know something of the beast. I know for a fact SNTY have had a relationship with SAP for well over a year now. I'm sure its in the development pipeline for them but it could be six months, a year, two years depending on how they prioritised it. :)
Sorry Dibs I hadn't seen your post when I posted. I'm still waiting patiently for the day that we integrate with a major player like SAP, although I have a feeling that being the largest they will be the last to the party, and may just elect to buy SNTY in its entirety. I'm confident that either way great value will be created for shareholders from this current level.
I wondered earlier in the week whether SNTY would be shrewd enough to pull an integration RNS from up their sleeves once the chance to subscribe to the open offer had passed, and that is exactly what they have done. I was disappointed that management decided to offer so few shares to us PI's, but I have to give them credit for the timing of this integration announcement. IMO this should be enough to support the SP at £3+ until the quarterly update on Monday, at which point the ball could really start rolling again if growth in March was similar to that in Jan and Feb. Simon Cleaver, SYNETY's Executive Chairman, commented: "I am delighted to announce this integration with Chameleon-i. When leading providers of online recruitment software solutions such as Chameleon-i are integrating with CloudCall it truly shows the business benefits and efficiencies which can be gained. CloudCall presents a simple add-on, with no upfront costs so it is an easy purchase decision that offers rapid return on investment and the ability to enhance business performance."
All good. Makes more customers, more seats. How massive would it be if we integrated with SAP though? OMG. Mouthwatering. Please SNTY.
Faz..re SEE. I personally love this genre of technology and see a clear future for human/machine interface concepts/ products. Price looks a little tarty for me at the moment (but then wrong is my middle name), may take a small position if it dips a tad more. Thanks for the nudge, will be watching this one for developments.
I applied for my entitlement yesterday and a small excess in case it is under-subscribed. I could have applied for a larger excess but it seems pointless to tie up too much capital when the open offer is clearly going to be hugely over-subscribed. Very much looking forward to the quarterly trading update on Monday! O/T - does anyone here have any thoughts on Seeing Machines (SEE)? I have had them on my watchlist for years but have only recently committed the time to do some detailed research, and it has led me to take a small position whilst I continue researching. If you haven't looked into them I would suggest doing so as they could be a very good medium to long-term investment, but DYOR!
sounds like an effort to deramp to me. Finally logged my acceptance of, and request for over-subscription for shares. like anything, the money I am risking, I can very luckily afford to lose, I agree with Khameeleon, the product/company future is looking very promising… so 'I AM IN!!' Have a lovely sunday peeps, the weather is looking great… so its out on the plastic rocket for me.
Very simplistic point of view from investorschronicle. SNTY are (and have been) doing the right things at the right time, they have a sound product with vast potential in both the UK and US markets. This round of funding is clearly aimed at strengthening the business. Will be taking full advantage of the open offer next week and also topping up.
Investorschronicle advises to ignore the offer because Synety is still loss-making. Wow, some serious research must have been done to arrive at that conclusion. http://www.investorschronicle.co.uk/r/FT%20Publications/IC/Assets/PDF/076_IC_2803_Takeovers.pdf
Well I am with Carblays, and hopefully will get something in the post, and will repeat a previous comment… will be up it like a rat up a drainpipe!… GLA Regs.
Just registered my interest for full entitlement as well. And bought more shares yesterday and today. Vacancy for EMEA manager and 3 vancancies for Boston apparently have been filled as they are no longer listed. Looking forward to your thoughts Paisley.
Ummm...not seen the offer yet, so thanks for the heads up....definate top up at 2.50
This morning my Hargreaves Lansdown share account showed the open offer (1 share for 32 held at 20 March). I have registered my interest for my full entitlement as well as an option to purchase more at the £2.50 each if the offer is undersubscribed though at a (current) discount of over 20% I doubt I'll get my hands on any! Deadline for action is 4th April with the vote on 9th April. Check your own accounts to see if you've received any correspondence. Hopefully, the placing and open offer will underpin some serious and sustainable growth for SNTY and us together.
Just wanted to post a quick thank you to Melody for your thoughts. Am busy at the mo but will try in next few days to form and present my own opinions. A poster on iii posted an opinion by some punter coming to similar conclusion FWIW.
Paisley, Not easy to calculate a break-even point given the many unknowns. The operating expenses over 2013 were a bit higher than I expected, and when you compound their estimated monthly growth rate over a 24 month period, even a minor deflection in the growth rate may yield very different results. Same applies to revenues obviously. My current assumptions: continued monthly revenue growth of 15% in 2014, then dropping to 10% in 2015; a constant 70% gross margin; and a cost base of 350k last January, rising 3% per month in 2014, then 2% in 2015. Based on these assumptions, a revenue number of 800k should yield gross margins of 560k and should offset expenses of 560k and thus result in an operational break even by August 2015. Some of these expenses obviously are non cash expenses, so they may become cash generative a bit earlier. They should burn through around 4 mio before getting to break even, so the current placing combined with existing cash reserves should be sufficient to get them there. But again, even a slight deflection in either of these assumed growth rates may render these estimates useless.
This share has had a consistent 30 - 35% growth in annualised revenues every 2 months for 14 months now. If it can keep this up, we'll be profitable this time next year. With the US market the growth rate may even speed up. Who cares about a little dilution? You should expect that with a growing, successful small cap. The point is that when this is in profit and still growing, the sp will be a lot higher!
feelings here, would have thought there would be more of a dip (and bargain top up opportunity) ....but conversley a great set of figures and the reiteration of the US opportunity is something to warm your hands on !
Strangely large numbers of delayed trade notifications that are clearly masking buys as sells. You usually only see it on large trades, but its on numerous small buys here showing later as sells - odd.
Previous support was in the 245p area which could be retested
This one will unfortunately... Makes me laugh how they say wow this is amazing and it's oversubscribed... But of course it was at that discount... Plonkers IMHO... GL
wonder if the sp will fall to or below the placing price as often happens on AIM
http://m.londonstockexchange.com/exchange/mobile/news/detail.html?announcementId=11899853 Lot of information to digest here. Can anyone financially minded estimate a break even level of sales. At a rate increasing 6 to 7 times per annum and launching into a market 10 times the size this looks really exciting.