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They might need a cash call soon and that's what's plaguing the market as well.
Likewise Dibs. Nothing wrong with the technology and I like where they sit, but they have struggled this year to establish routes to market, the US doesn't look to have gone quite as expected and the niche 'cloudcall click' integration market is getting competitive. They need to bulk up on the Enterprise and Contact Centre space....... I watch this every week though and may well jump back in if I see an opportunity. The Chrome integration looks great and hopefully they will find some traction .
..and glad I took my money off the table (for now). NOT deramping - honest appraisal. think the results will show a sizeable loss for the year. This is what the SP performance is clearly signalling. So, a better re-entry point may present itself in the next month or so. Story still intact but would like more information on CloudCall Chrome.
On adding revenues lines.... Good stuff
Good news guys. Well done all holders. Not a sparkling response from market but good figures. Not invested here currently as I've been realigning my pf towards other priorities but I do foresee being invested here again if things progress according to plan.
Morning all, Below is a TV interview with Simon Cleaver discussing this morning's KPI announcement. www.fmp-tv.co.uk/news/company/key-performance-indicators-13-jan-2015
Over £3m ARR is at the top end of my expectations, and represents a continuation of the 10% per month growth, which has been constant for a long time now. At that rate, we'll be in a very strong position this time next year, with the prospect of profits the year after.
Could be a very good year here ...... the US market has the potential to go into overdrive (to rampy?) "In the US market, the Company has been selling actively for just over 6 months and, during that time, orders received have exceeded management's initial expectations with December being the best sales month to date. As was the case in the UK, the average customer size is initially smaller, but the Board fully expects increasingly strong sales growth in the US, including an uplift in average customer size. As the Sales Team in the US continues to develop, the Board remains confident and excited at the scale of the opportunity in a market which it believes significantly outweighs the UK."
ARR 40% higher than the last quarter and 188% higher for the year ......
Is anyone else getting seriously concerned by a lack of January KPIs. This coy has always been right on the button with RNS, and I was expecting something at the beginning of last week. Surely such a delay can only be bad news!
http://www.fmp-tv.co.uk/news/company/synety-cloud-call-chrome-launch
An explanation of why they are excited by today's Chrome news http://www.brrmedia.co.uk/event/133194/simon-cleaver-executive-chairman …
Paul Scott of Stockpedia is very keen on this mico cap. For very small companies, if I understand the business and like the sector, then for me its all about investing in the people. If others haven't seen this video then you might find it interesting. I did buy at 175 about a week ago. http://www.brrmedia.co.uk/event/132483
Doubling revenue every 6 months! http://www.lse.co.uk/share-media.asp?shareprice=SNTY&share=synety_grp
Finally bought a few on Friday as I've been watching the drop that seems to have been caused by Commerzbank selling shares, no idea if they have finished selling but seeing as the SP has been fairly stable the last few weeks I figured now was as good a time as any to buy a tranche. "As the overall sales pipeline continues to grow and the scale of the US opportunity becomes more apparent, the Board is happy to confirm its confidence in, and excitement about, the potential future for SYNETY."
Calm before the storm?!
I have heard the seller has finished for at least the moment. Hence why Singer has been the MM keeping the price firm, whereas for the last two months they have been shifting a line of stock. Will be buying more myself later this week.
yep. just need the Commerz overhang to clear and this should ease up. feeling pretty positive about the medium term prospects here
Here is a company which is delivering value in the form of new integration partners with 'open door' customer bases which Synety have direct access to. This is in stark to companies which make empty promises about contracts which never come, and thus revenues that never materialise.
Thanks but the metrics were not a surprise to me. As I suspected we would, we have a seller into the rise which I think is Commerzbank reducing their position. So until they stop selling we won't see a proper reversal in trend IMO but at least their sales are being mopped up.
.
http://www.fmp-tv.co.uk/news/company/kpi-update-9-months-to-sep-30th-14
The ARR growth has remained fairly constant at around 10% per month over the last couple of years. September was 10.4%, which is towards the higher end of what is a narrow range. Therefore, it is not unreasonable to expect £2.95m ARR by Dec 14 and close to £7m this time next year, assuming the market and sales force have the capacity to maintain this rate. This depends on bigger firms following their smaller counterparts in becoming our customers, which it looks like they are beginning to do, and the US offers more opportunities for this. At some point the 10% rate will wain, it's always been a question of when. This month's strong figures give reason for optimism that it won't be too soon. All just imho
KPI's looking good, notable is accelerating rate of ARR compared to H1 2014 indicating more customers taking up premium product (which also has highest margin).
only resisting cos hoarding cash