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Paisley - not strictly correct - we are still up 150% on the start of the year when the price was sub 100p, rather than 250%! So the majority of the rise IS sustained following a full retrace (which I forecasted but did not play correctly). Examination of the chart will demonstrate this is in a clear uptrend. Personally, as I have said of course fundamentals such as revenue growth are important, perhaps key, but I would argue that other stuff is going on here as well. The company are developing a product which the market is struggling to understand or even acknowledge. COMS is targeting a different market but operates in a similar technology sector but the herd gathered over there because its a penny share and because DB is heavily ramping his stock. Too much for my liking to be honest. As a comparison I believe this company has greater potential ultimately. They are going about their business quietly and confidently. Mark Seeman is a very talented and able businessman and the quality of the management here is very important indeed. To return briefly to your point about revenue, look at MONI where revenue has been growing exponetially. What has it done for the SP? The reason is that the market is waiting for them to produce profits not revenue.
The point I would make is that the peak we experienced was not sustained and that it will likely need something more substantial than the product announcements we've been getting to sustain dramatic increases. I think the market will need to see how the product is being taken up- unless insiders with knowledge of take up get excited enough to be building positions...
Who knows what the SP will be driven by? Yes, from a fundamentals perspective if they show good growth in revenues that will be positive (if costs kept under control simultaneously) but markets can also be driven by things like expectations, sentiment, news announcements, stake building, takeovers, etc etc. Why, for example did SNTY SP rise by 250% earlier this year? No one seems to know, certainly wasn't anything to do with revenues...... Not completely disagreeing with you, just suggesting the big picture must be seen here.
Hi Midas. Dibs is talking to me- I just don't have much to say myself. I think the share price will be driven by published revenues so I'm looking forward to the interms.
Yes it is something I have learnt about. Just through research that would be possible by any PI. Something else you might be interested in is that Mark Seeman CEO of Synety is a true proven entrepeneur. His businesses are invariably successful and are normally acquired eventually. In the case of Outsourcery which you will no doubt be aware of, it was Mark Seeman who was at the heart of the success which has led to the public listing of OUT. SNTY is a quality investment proposition. Unfortunately many investors don't get it but they will be all over this BB when it reaches £10.
"Synety have been growing their sales and business development team over the past few months." is that something recent you've learnt about ? any other snippets you would like to share ?
Hi Midus.... yes indeed lol. But funnily enough, as I've mentioned before, I quite like it like this because it just confirms to me that I've got in prior to the herd arriving. Because they will mark my words. It doesn't suit my strategy to always buy popular stocks. Rarely much money to be made in that sadly but lots to be lost. I was one of less than six posters on the COMS board when it was only 0.8p. Look at it now - board full of wannabes and JCL's. Say no more. So yes been in MAGP and made decent money but got out a while ago. HAWK, NCT nope. COMS - as said, yes, made a killing there with more than 250% profit -out at present but watching. Now interesting you should mention FOX because I am in there and like it a lot. VERY much under the radar and looking to build up my holding there. Could be a big long term winner as not vulnerable to macroeconomics. Quite a lot put off by Kosovo but not me - slightly higher risk but much bigger reward. Marble prices stable and not volatile. High end niche markets. Quality marble. Near term revenue prospect. Cheap as chips!
You have been talking to yourself for the last 2 weeks,,,,, you know what that means lol You need to get out more........ are you in MAGP, HAWK, NCT, COMS or WSG plenty of peeps to talk to there and a few multi baggers along the way. Also FOX are you in there, could be a winner when the processing plant is up and running.
Synety have been growing their sales and business development team over the past few months. All what you would expect from a young and rapidly growing company with phenomenal prospects for growth. Another blue day as well.... DYOR
Listen to how Synetys CloudCall works with MS Dynamics CRM to provide major customer benefits: http://www.calameo.com/read/0022851843d74fe723e38
We're on the move again. :-) I think part of the issue has been, apart from the fact this is still off the radar of many, is that a lot of people just don't 'get' or understand certain technology stocks. Give them a resource or oil stock and they're fine but technology..... SNTY already has a very large foot in the door to a huge range of varying size customers, globally. This is achieved through its integration partnerships with CRM software providers who already have the customer base. SNYTY's products are a bolt on to the partners offerings and, in many cases, they effectively resell them for SNTY.
The Salesforce deal also means that SNTY have effectively broke into the US CRM market without having to open an office over there - saving costs. My guess is that their sales people will travel to the states when required to present to potential customers rather than base themselves there.
I imagine that if they did start blowing their trumpet, the shares could become even more volatile given the illiquidity. This will be driven by results and people in the know- customers etc eg someone on the resellers desk at Salesforce that happens to twig if sales figures are disproportionate to MCap.
Yep very illiquid Paisley. Mind you I can buy 5,000 @ 244 with a dummy buy trade. I just think this remains very much under the radar. A lot of PI's are only interested in and focus on penny shares. Some investors might not understand or even bother looking at the sector (if it's not Oil exploration!) There's a myriad of reasons why you don't see the interest (yet). Some investors WILL be looking but are unconvinced. Riddler was an example who briefly popped up here weeks ago to say beware AFTER the SP had already halved (which I found a little odd) and in the event that was actually the bottom! It's recovered since that cautionary (but uninformed) call. So, there you go, he's supposed to be one of the whizz kids on here.... My point being I just think people haven't got it yet. They haven't cottoned on. Interesting that COMS is different. The CEO there really blows their trumpet hard but the guys here are very understated and conservative. Just quietly get on with their business.
... Only today. Two of which cancel and one of which is mine- the 750. Amazing. Maybe the shares are all locked up now?
To quote Simon Cleaver back in March: "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." No longer looks like a fanciful claim - not that it ever did to me. The beauty of this offering is that we are not going cold to the market. We are piggy backing onto established creditable products with established customers - very big customers - with deep pockets. Wakey wakey Mr Market lol.
The more I'm considering this the bigger the deal becomes. Firstly, it is important to emphasise that a key part of todays announcement further to the integration partnership with salesforce is that it also involves a reseller agreement . This means that Salesforce will be marketing and promoting Synetys CloudCall product to both their existing and new customer bases. Synety are now expanding their sales team as they will likely have to follow up leads provided by salesforce and go in and present together. Salesforce is listed on the NYSE and has a MC of $25bn. Yes, I'll repeat that, US$25bn. This is big stuff people, big stuff.
It isn't hard to imagine widespread take up of this product amongst SNTY's integration partners customer bases. Why? Because it is not a 'nice to have' or 'wishlist' item. It will add value immediately and soon payback implementation cost. It will save businesses money and it will add value to their businesses by improving and enhancing their customer interaction.
Yep salesforce is a BIGGIE no question and the beauty is we have a ready made captive potential customer base. We also have our integration partner with a vested interest to help us sell our product. With straightforward and rapid implementation it's a quick win for all parties. I guess the question is how much is already priced into the SP because it's currently very difficult to pin down a valuation except to repeat what we have been saying - enormous growth potential. That'll do for now.
Indeed Dibs. It doesn't take much looking around the salesforce.com website to realise how significant they are. Forbes reckon they are the most innovative company in the world and they have 100,000 clients!!
Completely overlooked by the market (naturally) but what a significant announcement. This is likely to have a big impact on revenue further down the road as Saleforce are one of the biggest CRM suppliers in the world and have an amazing customer base. When you see announcements like this slip totally under the radar it just re-emphasises that markets often do not work efficently but, sooner or later, the impact of this announcement will drag the market in!
RNS re Salesforce.com Simon Cleaver, Synety's executive chairman commented: "Salesforce.com is a market-leading CRM and sales automation solution, and partnering with them is a major step forward for SYNETY. With CloudCall® available to Salesforce users via its AppExchange, we have access to a fantastic potential customer base. We're very pleased to announce this integration and partnership and with Salesforce.com and are expanding our sales team, to handle the expected growth in new enquiries and sales. http://www.investegate.co.uk/synety-group-plc/rns/partnership-with-salesforce-com/201307150807232949J/
Thanks for bumping up all this information Paisley. Hope you're right. It's clear now that they decided to avoid dilution (I was wrong in my conclusion there) and the so called 'Big Bang' expansion. They've stuck to their original business plan which may well prove to be the more prudent and successful course. They've also avoided taking a physical presence into the states which was a matter of some speculation - again probably a good decision at this stage at least. I'm expecting good growth in revenue. Whether that will feed to the bottom line at this early stage of their development I'm not so sure. There must be quite a lot of ramp up costs as they recruit larger numbers of employees and cut margins (free trials, low call costs) to encourage take up. That said, looking a bit longer term there's every reason to be extremely optimistic as quite simply they have a great offering to the market and very little direct competition in their niche space.
And that is revenue additional to revenue last year. There is potential for a very nice surprise here ....
Linking to my own post below from a time a few months ago when we were having good exchanges on the company prospects. I was reckoning on growth in seats at 300 per month based on reported figures at that time, with upside as the products gain momentum. 300 seats per month over 6 months Jan to Jun = 1,800 seats with revenue @ £10 per month per seat= £108k. Allowing some upside on take up brings £150 k into view. This excludes set up and call revenue. This is all very speculative but worth noting in terms of last years full year revenue of only £76k!