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this isn't the very definition of a buy/hold then I don't know what is ...
To the stacks of perennial failures, promise breakers and just general dross on AIM. There is no comparison. I have said it for a long time, this is a genuine real deal growth company with a great product in a specific niche market. As PP has pointed out the BOD have a substantial stake here so their interests are aligned with ours. Bear in mind these stellar figures barely include SNTY's entry into the US market, I suspect the vast majority of the revenue and users thus far is purely UK. The US market is TEN times larger than the UK market so the upside here from the continued growth in UK augmented by potentially far bigger growth in the states is very substantial indeed. Of course SNTY have to get some success in the states for this to be realised but they have already stated there was sufficient interest over there for them to obtain the US telecoms licence. There are still major integration partners to be announced. Quite a number of those announced thus far are smaller partners who were able to integrate more nimbly perhaps due to their smaller size. The likes of SAP are huge beasts with a long project pipeline and I am guessing its all down to when resources become available - we are not a hugely big deal to SAP but they are to us. This stock ticks all the right boxes for me. Just one LONG term caveat I would add is that should they not be taken over I would hope to see new product development coming on stream but, as I say, thats for the longer term.
No matter. Just twist the bedpost and see where Synety take you.
Hovered over the buy at 183 on £50 a point spreadbet on open but thought it might drop back before the big rise. Mistake hey, would have been 1500 better off in just over an hour.
S. Cleaver, chair, 3.74% M. Seemann, ch ex, 13.38% AG Ward, NED, 3.27% G Oehm, NED, ( not held directly but mellenckrodt own 8.92% and mr Oehm features large there) Data from company website significant shareholders page.
How many companies can boast of this level of expansion and the US to come? This'll be played over the coming months no doubt, but ultimately, it's only going one way.
From annual report ended dec 2012: The Board believes that since January this year, the combined customer base of the additional integrated CRM platforms has increased CloudCall's addressable market from around 10,000 seats to over 1million in the UK and over 5 million seats worldwide. Further integrations are expected to be announced shortly. (Integrations proceeded apace in 2013) Synety's infrastructure has been enhanced to provide a scalable, “fully redundant”, high availability platform that has capacity for over 100,000 seats. (Current licences= 5,145. Note current users= 2,678. Not immediately sure on which is relevant figure for "seats" but either way, there seems significant upside before the next hardware threshold.)
If they achieve sales in the US the good figures today will be blown away in no time
Continuing sales into existing CRM platforms with benefit of references from existing customers Sales opportunities from further integrations to come "We are also beginning to see local demand in the USA, the world's largest CRM market" S. Cleaver, today.
After the bullish update today I would have thought there is a good chance that the sp will test last years high of around 325p in the near future.
At 31/7 we had a monthly cash burn of 186k pm (x12= 2,232k pa.) These results show the annualised recurring revenue is up nearly 5 times over the year and if looked at on a half yearly basis show consistent doubling (2.5 over first 6 months and 2.3 over second 6 months). If we extrapolate on a doubling basis we can hope for 31/6/14- 1,700k recurring revenue 31/12/14- 3,400k recurring revenue. Ie on current trend we would be in profit by the end of the year at circa 1 mill EBITDA which doesn't look too shabby against current mkt cap of around 10/11 mill. So a profitable company and justifiable market cap is in view. If the trend were to continue for a couple of years, things would get very exciting.... x2....x2.....?
to just keep on going imo - wouldn't be surprised to see 250 at all ... GLA
Very welcome and confirms the kind of growth I've been anticipating for some time. Good to see the very impressive numbers coming out AND, significantly, VERY strong growth expected again this year with growing penetration into the massive US market.
Just read them - very nice!
a great start to the year. Results seem better than expected so could see a decent rise here over the coming weeks to test previous highs. Expansion in the US market is very exciting and could lead to exponential growth.
Can't believe I haven't bought in here yet, been meaning too Excellent results!!!!
On the website, all integrations are listed at https://www.synety.com/integrations/ In the latest trading update, Engaged, Now We Comply and Sugar were listed as integrated partners, but these are not listed on the website. Someone got an idea why this difference between trading update and website ? Have these been on the website before, or were they never on it ?
The referral is much appreciated. Very interesting and a lot to take in. Best wishes for the New Year to all snty holders.
Hopefully some news from the US. sp back to my average. lets hope any news can see us through £2. Very little volume pushing this north again.
With much relief,thank you for that, haroldhadrada. It also happened on ADVFN .
I am new to dealing and as such could someone explain to me why the sp changes after close but the bid and ask price remain unaltered-in this instance the sp goes down 18p! Is it an adjustment "after hours"?
pivot on this week's close imo - <150 looks grim, >162 (whenever) looks great ..
Having said that the announcement on 18th Nov quote: "Initially, we will be proceeding cautiously whilst we evaluate this market in greater depth." You could focus on the word 'initially' although it was less than a month ago? I'm not sure, just wondering what could be causing such a large drop in price if the business fundamentals are still very good which I am sure they are.
Thinking about it SNTY had a placing of £2m in mid Aug, surely they don't need more now unless they have decided to go big bang in the States what with the US telco licence??
..is very peculiar. Can't see anything here or on ISDX that warrants this fall? I can see a drop and then some buys. Just like the other day a drop which doesn't seem to be justified by the trades. I am a great believer of 'the SP tells you everything' but surely there isn't any bad news lurking here?