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Contrary.
I am not a holder although expect shortly to be so.
They are competing with US companies here in the UK and these are probably a bit light.
One of the senior people in activeops used to work alongside my brother, my brother is to say the least not easily impressed by said this person is the best sales director he has ever worked with.
I can not see why these options should be granted at nothing - it is a pure bonus of £250k and £150k for just hanging around for three years and maintaining the current share price. Not impresses at all. Plus, they can not be HMRC approved EMI options excluding them from income tax - who is paying that - the company no doubt.
ActiveOps CEO, Richard Jeffery, CFO Ken Smith and incoming CFO, Emma Salthouse present Interim Results for the six months ended 30 September 2023.
SaaS B2B solutions to improve productivity
SaaS +8%
aEBITDA £0.5m
Maiden PTP £0.1m
Cash £10m
A H2 weighting to growth due to seasonality (budgets signed off in H2)
Founder CEO owns 14%
A quality business. Historically, they've been counter-cyclical (2008 massive growth for them in spite of being a supplier to the banks). They increase productivity hence are in demand when efficiencies need to be made.
Watch the video here: https://www.piworld.co.uk/company-videos/activeops-aom-interim-2024-results-presentation-november-23/
Or listen to the podcast here: https://piworld.podbean.com/e/activeops-aom-interim-2024-results-presentation-november-23/
All sounds very positive, thanks for posting.
ActiveOps CEO, Richard Jeffrey and CFO, Ken smith present full year results for the year ended 31 March 2023.
Watch the video here: https://www.piworld.co.uk/company-videos/activeops-aom-full-year-2023-results-presentation-july-2023/
Or listen to the podcast here: https://piworld.podbean.com/e/activeops-aom-full-year-2023-results-presentation-july-23/
Moving up nicely today, maybe someone just took advantage of the rise to sell?
A couple of 25,000 trades in grey, so could mean anything really.
But happy with a move up, just need a little press coverage now.
Averaged up with 10,000 at 83p this afternoon in anticipation of an improving forward looking statement when the finals get released early July.
Back into three figures would be a great start.
The sp, has a low spread of 1.136, but still has a intraday movement typical of not well traded share. Share volume to 10/5/23, implied £40,000 in value traded. A recent informed article advised that volume should be at least 500% of the amount the trader might sell to exit the position, after all there are two sides, to each trade. The worrying thing is that volume after 10/5/23, has been much lower, and may be a clue to why the directors invested such a small amount.
With a total of just under 1,000 shares purchased between them for £750 the company will have a £300 (?)RNS charge - is it really worth it? Save your pennies and do something a bit more meaningful!
I’ve added today with some of this year’s ISA allowance, hopefully this will be the year we get back above the £1 mark for starters.
The price has just moved up in the last 20 mins or so, hopefully some movement will get AOM noticed.
Management process automation software provider ActiveOps
AOM
0.00%
is loss making, but revenues are growing, and it is moving towards profitability. ActiveOps provides software that helps to improve the efficiency of back office operations of organisations, particularly in the financial sector. This software is particularly attractive in tougher times when organisations are seeking to control costs.
In the year to March 2022, revenues improved from £20.4 million to £22.9 million, while the underlying loss increased from £400,000 to £900,000. Interim revenues grew by 10%. Annual recurring revenues (ARR) are £20.1 million. The top 40 accounts grew ARR by 19%. Net revenues retention was 104% as existing clients spend more. Net cash is £11 million.
This year, revenues are expected to improve to around £25 million, but there will still be a loss. That is due to investment in sales and product development. However, there should be a minimal cash outflow due to recognition policy of the SaaS-based revenues.
Finance director Paddy Deller is leaving the company, but this should not be a negative. He will leave after a successor is appointed.
This is the riskiest of the five companies I’m backing for 2023, but the cash pile, which is one-fifth of the market capitalisation, and the potential ending of the cash outflow from operations mean that the prospects are good. ActiveOps could breakeven in 2023-24 and, once it passes that point, the profit should start to rise steadily as revenues grow. The valuation is low for a software company with this level of ARR. Buy.
ActiveOps management, CEO, Richard Jeffrey and CFO, Patrick Deller present interim results for the period ended 30 September 2023.
Video: https://www.piworld.co.uk/company-videos/activeops-aom-interim-results-presentation-november-2022/
Podcast: https://piworld.podbean.com/e/activeops-aom-interim-results-presentation-november-2022/
Yes, Canaccord increasing their position has given the market a signal.
Finally a bit of movement in the right direction.
Encouraging results, looks well positioned here. Someone's picked up over 1m shares this morning, looks like another holdings RNS is on its way.
AssetCo hold 8.5% in AOM.
AssetCo have completed the purchase of SVM Asset Management Limited, but I cant see a holding % in AOM by SVM Asset Management previously.
Stong update today. Share price looks to have based.
Yes looking good again today.
A few understandably taking a profit after the lows of 60p's.
I noticed the AGM is September so at least an update is on the horizon.
Someone is massively confident in this, £1 million buy has just gone through so no wonder it's climbing higher ;-)
AOM still climbing quietly but gathering pace this week.
I’m actually back in profit after averaging out at 63p on 24/5/22.
Hopefully a good RNS is in the pipeline.
ActiveOps management, Richard Jeffrey, CEO and Patrick Deller, CFO present the full year 2022 results for the period ended 31 March 2022.
Video: https://www.piworld.co.uk/company-videos/activeops-aom-full-year-2022-results-presentation-july-2022/
Podcast: https://piworld.podbean.com/e/activeops-aom-full-year-2022-results-presentation-july-2022/
What a difference a week makes.
Canaccord Genuity increased holding to 14.2615% from 10.9997, RNSed 31/5/21.
Then this morning’s update on the launch of CaseworkiQ software, addressing a new segment for existing customers, with first customer productivity improvement of 21% for a UK high street bank.
A great endorsement for AOM’s product offering.
Looking a bit grim here folks, but nothing announced to say theres a problem, just the opposite actually.
We're pleased to confirm a positive close to the year, securing new logos across all our target industries and geographies while expanding our team and offering. Our high levels of recurring revenue and gross margin provide us with a strong basis as we look ahead, and while we see some ongoing disruption in the US market from COVID-19, the successes in EMEIA and Australia, combined with a considerably elevated sales pipeline, provide us with confidence in our ability to successfully execute on our growth strategy."
Plus recent director or associated with the director share buying.
I've added a few more this morning, 82p average required now, hopeful that Simon Thompson was on the money when he mentioned them in a webinar last year on April 27th at 182p.
ActiveOps CEO & Founder, Richard Jeffery and CFO, Patrick Deller present to analysts the interim results for the period ended 30th September 2021.
Watch the video here: https://www.piworld.co.uk/company-videos/activeops-aom-interim-results-presentation-november-2021/
Or listen to the podcast here: https://piworld.podbean.com/e/activeops-aom-interim-results-presentation-november-2021/