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Indeed Breton - and an amusing post to boot (which, sadly, one cannot say about someone who portrays themselves as a shareholder and then goes into a monotonously repetitive unremittingly negative dirge about the company.). And look at their user name! Seriously!
If I could stand the law of physics on its head, being negative can be positive if you are warning shareholders about over egged, inflated promises of Company CEO's .You do however seem to go to great lengths to repeat over and over again the same message. It really isn't that I don't understand your view that Stilo inflate their forward projections on sales. From flotation I can see the steep decline in share price from the launch price to its present level but you seem to be in the same mould as priests from the middle ages that flayed themselves in pain just to feel better about themselves. You may be right, but I'm sticking for time being and I hope you find a share to be positive about.
If telling the truth is being miserable then maybe I should tell completely peddle with fiction and be a completely and utterly happy and joyful person. Nothing that I have said time after time about stilo has turned out to be off the mark. Past performance is not necessarily a guide to future performance but this has clearly been the case with Stilo for the last 15 years and nothing has changed. My stance on Stilo is still the same. Progress will be made over the next 3 to 5 years but it will be slow progress. Stilo should have issued their trading statement and are very late with it. I once owed shares in a company and it turned out that they stopped doing the annual trading statement and we did not find out until about a month later. It then turned out that the company were not hitting their targets and pulled out from doing any further trading statements. It would not surprise me in the slightest if the same scenario applies here, especially with what was said by Stilo management in the one and only trading statement that they gave in 2015 after about 15 years. I hope this is not the case but if it is then it certainly is not good news. The share price is also doing exactly what it has done for the last 15 years and that is go back down. It has always gone up and then straight back down for the last 15 years or so In the absence of a trading statement or with it being late I anticipate the share price will continue going down. I cannot seriously contemplate the remote possibility that Stilo will stop doing trading statements after only doing one single one in 2015 and this one being the only one after about 15 years. If this is the case then it certainly does not look good. A company does not stop doing trading statements because it is doing well and hitting all the right notes. It only stops doing these because they are not doing what they expected to do and if this is the case in categorically confirms my belief that all is not well as Stilo expected. Then again, I hope I am way off the mark and totally wrong.
Is being so miserable what makes you happy?! Seriously though, past performance is not necessarily a guide to future performance and I just don't see what keeps you here with such a pessimistic short to medium term forecast?? Baffling.
The history of Poppycock is uncertain. According to Lincoln Snacks, Poppycock was invented by Howard Vair in the 1950s as a snack to accompany him on road trips.[2] In 1960, Wander, a Swiss company, bought the rights to Poppycock and moved production to their Villa Park, Illinois, facility.[2] However in 1969, a snack matching the description of Poppycock was patented by Arnold Rebane, who worked for the Wander Company.[3] In 1991, the Lincoln Snacks Company acquired Poppycock[2] and in On September 7, 2007, Lincoln Snacks was purchased by ConAgra Foods, the current Poppycock distributor. The product is also now cross-branded with the Orville Redenbacher's name.(Source Wikipedia)
Management to issue their Trading Statement. Things are not going as well as management had predicted but going well all the same. They are doing the best that they can do despite previously hoping to do a lot better. In an ideal world they were hoping for a lot more revenues and a lot more profits but this has not materialise due to various things, including severe and unexpected delays in product development which should have been up and running quite some time ago. Annoyingly this has been the same old story for the last 15 years or so. Management has tried year after year to create revenue and profit growth but no matter what they have done frustratingly this has continued to elude them. Going forward into 2016, things look better but only on a similar smaller scale as has been achieved during the last few years. Product uptake definitely, categorically, absolutely happening 100% in 2016 but only on a very low scale similar to 2014 and 2015.
Management to issue their Trading Statement. My belief is that things are not going as well as management had predicted but going well all the same. In an ideal world they were hoping for a lot more revenues and a lot more profits but this has not materialise due to various things, including severe and unexpected delays in product development which should have been up and running quite some time ago. Going forward into 2016, things look better but only on a similar smaller scale as has been achieved during the last few years. Product uptake definitely, categorically, absolutely happening 100% in 2016 but only on a very low scale similar to 2014 and 2015.
My stance is still longterm 3 to 5 years. Progress definitely being made but not on the level that the company expected. Stilo management admitted last year that they did not meet their own revenues and EBITDA levels which eventually came in lower than Stilo management's own market expectations. This is a company with only about 16 employees but they are in a niche and slowly but surely they are chipping away at it. Its going to take time and its not going to happen overnight. In closing, like I have said before, the company will continue making good progress but this progress is going to be annoyingly slow. No quick fast turnover of revenues and profits. They will be flatline at the very best but nevertheless in positive territory. I know this is not something everyone wants to hear but I'm afraid its the way it is with Stilo.
May I take the opportunity to give you the Trading Statement in advance: The company has traded profitably in the year ended 31 December 2015 but revenues and EBITDA will be below current market expectations. The cash position at 31 December 2015 remains steady at approximately £1,090,000 The Company continues to trade satisfactorily, with recent customers including customer one, customer two, customer three and customer four. AuthorBridge, a new web-based XML authoring solution piloted with a major customer has now been completed and is now available under a "controlled release". Further details will be provided when the Company announces its preliminary results for the year ended 31 December 2015 which are expected to be released on 12 March 2015.
I'm going to stay with Belgravium Technologies, Toumaz, Inspired Energy, Stilo....for now, Aukett S****e and Christie Group. On the 'Darkside' forgive the quote, would love to sell Premier Foods and Trafalgar New Homes. Plan to hold Lloyds, RBS, Barclay and Taylor Wimpey. As for Stilo I will wait and see what this year will bring. If I had bought on floatation I would be unhappy with the current share price, but I have friends sitting on oil, Tesco and Rolls-Royce all in the red.In this game you have to be prepared for failure...but it does hurt.
https://www.youtube.com/watch?v=Ty3GItb2O1s AuthorBridge | Guided + Fluid DITA authoring for SMEs The Stilo December webinar is interesting for it identifies the company beta testing AuthorBridge as IBM. There are several other factual "tit bits" mentioned by Les Burnham. I believe that the next 6 months could prove a watershed. It might also witness the exodus of Brewin Dolphin as a notifiable holder. Good luck with your holdings. Beyond STL, my most exciting investment is IMM.
I have read with interest your views over the last 18 months but I don't understand why your still 'in' on this share?. You have a very critical, negative view with almost every comment. I'm not 'sold' om Stilo but I am sitting on a modest profit and Stilo will remain in my portfolio for this year. At the end of 2016 it might be different but currently I would love to offload Premier Foods and Trafalgar New Homes. For the rest of my shares I'm happy to hold. 2016 will be my make or break with Stilo, either sit on my shares or move on. I'm really surprised you haven't moved on but I do wish you all the best for 2016 , just don't get too bitter in this game.
Brewin Dolphin continuing to reduce their holding. Be glad to see the back of them. I suspect the SP would be a tad higher were it not for their persistent dumping. Meanwhile someone called Robert Millington has built up a holding over 3%.
Just like I had previously predicted and stated before here is the official stance by Stilo International about its world leading product launch Authorbridge. So, like I have said before, no revenue coming in from this new product anytime soon. Of course, one will tell you that the revenues and profits are going spring into life just like they have during the last 2 decades. Record profits and revenues? No! After so, so long and after the so called trials with a world leading organisation the product is not even ready for use yet! Anyway, here is Stilo's official line on the much, much, much awaited Authorbridge: During January 2016 we will be undertaking a *controlled release of AuthorBridge – if you would like to be considered to evaluate AuthorBridge, please complete the form below and a member of our account team will contact you to discuss your requirements further. In closing, this means no sales revenue is going to come anytime soon. The product is going to have a "Controlled Release" which means the product is not ready. It is going to take a very, very long time before it is!
Why anybody in their right sense can actually think that Stilo could have a market cap of £10 million is truly remarkable to say the least. How would Stilo be able to achieve this just beggars belief. They would have to increase their revenues and profits massively and this will and can only happen if they bring in new revenues. This is just not going to happen unless they are able to bring new products to the market which will have an immediate and sudden impact. We all know that this has never been the case with Stilo have this is not going to happen any time soon. No matter what world leading products that they have released, a few examples being Omnimark, Jetview, Sap, Migrate and plenty of others during the last few years, none of these have ever had an impact financially on any significant scale. The company has already stated that the similar alternative to Migrate, Authorbridge, is not going to have any real financial impact until later on in 2016. Will Authorbridge be launched in 2016 and have sudden and immediate impact on Stilo's revenues and profits on a big scale? Absolutely not. No product that Stilo has launched in its history has ever had an impact on a big scale and it certainly is not going to happen with Authorbridge. Of course, I would love to believe that a company would immediately take on Authorbridge and give Stilo massive, huge amounts of monies but I think we all know that this is not going to happen anytime soon. The recent high share price has obviously come back down to more realistic levels and it would not surprise me if it does not fall further to the 3 to 4 pence level. As has always been the case with Stilo when somebody buys the price shoots up and when things have settled in going back down just as quickly. This has happened during the last 15 years or so and it is happening again now. Is Stilo going to have record revenues and profits? No! Course not! For this to happen they would have to have revenues of over £2.5 million in just the last 6 months from June to December 2015. This is not going to happen in 2015, 2016 or 2017. I expect Stilo to make good, slow progressive progress that will be reflected in the share price during the next couple of years but if anybody thinks that its going to be on unprecedented levels never seen before are completely and utterly on some other level. Of course, there are posters who have been around for many years stating each and every year that its going to happen only to find out that it didn't happen. If you look at the threads on posts from years back you will see how the same posters have put ridiculous market cap levels on Stilo for many years only to find out that it didn't happen and I have no doubt that the same posters will continue to put £10, £15, £20 million market caps on Stilo no matter how unrealistic it is.
You are absolutely right. An announcement should come very soon.
My guess would be these are Brewin Dolphin offloading further. If so They must be well under 12m shares now. This should trigger a further holdings RNS if I'm correct.
The above poster's 200k purchase was a kiss of death for the SP,at least temporarily. SL persistently called the company and its supporters up hill and down dale only to jump in near the top of its multi year trading range. Personally,I remain sanguine over the potential for future news flow to drive the share price much higher. Having successfully traded the stock over the past seven years it owes me nothing,particularly as I took a chunk off the table when the recent spike occurred. Dibs61,we may indeed see 4 pence tested,yet I do not believe this will happen. In fact I have been buying back in on the hope of seeing the STL market cap rise above £10million within six months. AIM is much maligned,yet within it,Stilo's corporate governance continues to shine like a beacon. Long may this continue.
Support seems to have fallen away here after holding above 5p for some time. Surprising because as many shares bought today as sold. MM's trying to make a market I suppose. Next major support level appears to be around 3.75p so although tempted to add I will hold off and see if we drift down to that level. We should get a trading statement early next month which will give new direction (hopefully upwards).
I'm inclined to agree more with your view as my guidance has come from the action (share purchases) and words of the BOD. The CEO has turned noticeably more bullish this year and revenue/profits have begun to rise at a sharper trajectory. The shares are not expensive at this current level and as I have stated previously are cheap on 2016 projections.
Each to his/her own opinion. I, for one,am confidently expecting a significant increase in revenues/profitability through the second half , This could well be a precursor to further exponential growth in 2016 and beyond.
There is an absolute good reason as to why BD have decided to offload Stilo shares. They know what that is but naturally they will never disclose their reasons. Of course, they made absolutely sure this offloading was done responsibly otherwise they would have shot themselves in the foot and obviously they was not going to do that. I do believe they will offload more. Going forward Stilo will do well but their products are those kind of revenue generators that takes years rather than months. If you look at all their world leading products, all these have taken years to generate decent revenues. Management, in their trading statements allude to this as they have said that they expect Authorbridge to generate good revenue in the years ahead. It will certainly come but in the next 2 to 5 year cycle. This is very obvious and one should not expect anything more any sooner.
I think you both have fair points. If I'm honest I think BD have been quite careful and responsible sellers because they have succeeded in reducing their stake without unduly damaging the SP. I know there is a view that it would be higher were it not for their selling but I'm not entirely convinced of that idea. BD are providing some liquidity and if the demand is not strong enough and just neutral then naturally the SP will not make much headway. That said we don't know how much more BD will dispose, they may stop selling before their holding gets much lower and we do not know their reasons for doing so either. Those reasons may have nothing to do with the fundamental prospects of STL. I like this company, its solid, good management and good prospects, and who knows maybe their products are finally gaining market traction?
In all fairness it should not really matter, the fraction of a penny here or there, especially for those who are intending on holding onto these for the medium term. You are right though that market makers do tend to hold the advantage.
Dibs61 I believe that BD are a sort of preferred seller,for the MMs know that they can look to this source to match any purchase such as the 200k yesterday.We PIs,if wishing to sell,have to make do with 5.08pence. A positive RNS could stimulate interest in STL and this would enable Brewin Dolphin to reduce further. With a fair wind the BD holding might go below 3% next year.imo.