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Did someone manage to sell 250k for 5.15p this morning when I could only get 5.08p for 50k,s worth? Mates rates?
Well if you are correct (and I believe you certainly will be) then that would represent an excellent return compared to most other investments.
Thanks. I am definitely not a believer that this is going to be a multi bagger. Definitely not. I am of the firm belief though that in the medium term, 2 to 5 years the share price of Stilo International will offer very good return of at least once or twice over.
A little mystified after all your apparent scepticism - at least short term. So assume you have bought with a 3-5 year timescale? Also, only the other day you were suggesting BD selling was a negative sign? Anyway, regardless, congrats on your purchase and, as a fellow holder, I wish you well with it.
Well! I have purchased 200,000 shares too this afternoon too. I am confident that these will make a good return for me but not on the scales mentioned.
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David Ashman, Chairman, definitely knows everything about Stilo International and no doubt if he thought Stilo International's share price was "going to be a multi bagger during the medium term",he would become the main shareholder and continue to accumulate at every given opportunity. This is exactly what he is doing as he knows the full extent of the immediate and future potential for Migrate,AuthorBridge and next generation projects to generate off scale revenues and profitability as Stilo's proprietary software now has a clear edge on pricing,performance and ease of use. Exciting times,imo.
Drewin Dolphin and Co probably know everything about Stilo Internation and no doubt if they thought Stilo Internationl's share price price was going to be a multi bagger during the medium term they would remain the main shareholder and not continue to offload at every given opportunity.
There is no doubt that Stilo International has been profitable for something like 8 of the last 9 years or something. During this time they have launched new products throughout but annoyingly Stilo have also continued to discontinue some of there own world leading products due to a lack of demand. The share price also hit similar levels as it is now but dropped back down to the normal 2 to 3 pence mark. The share price has been up and down for quite some time within the 1.5 to 3.5 pence levels for around the last 15 years or so. There has always been very encouraging technical signals from the share price over the years, allied by solid fundamentals, at a time when stilo launched world leading products and upgrades, Migrate among others. The share price has always told a story. That we know. Stilo Internation has been associated in many ways with IBM during the last 20 years or so with many of their products, Migrate and others etc, etc, etc. I have no doubt that in some shape or form Stilo will continue to be associated with iBM for many years to come. For many, many, many years Stilo International has launched world leading products, continuing to propriety software that has always enhance revenue growth. No matter how hard management has tried to do this, even with having gigantic world leading customers like IBM on board, revenues have always continued to be within the 1.5 million and 3 million mark for the last 20 years or so. Revenues have never changed in the last 20 The Chairman has has always been loyal to the company by purchasing its shares for the last 15 years or so and continues to do so. Again, I will now state what is going to happen to this very good company Stilo going forward. Unless a takeover happens,if it does, it will be around the 10 pence mark, the company will continue to make good solid progress for a company of its size. No matter when the new products in Authorbridge come out, no matter how Migrate performs, I agree that shareholder benefits will be met in the medium term, like I have been saying for some time now (medium term obviously being 3 to 5 years). If one gets the opportunity to sit down with the chairman and ask him directly if he expects the share price of a company that only has 15 employees to be a multi bagger during the medium term, his response would be: If we can increase our EBITDA to 5 million quid then yes. Mark my words, the only way this can be a multi bagger is if revenues go up to about 30 million quid or something silly like that;but, especially in relation to the EBITDA, this has to be around the 5 million quid mark for the share price to move to the levels mentioned within these bulletins. In closing, Stilo will definitely generate shareholder value going forward from her, which is well, well, well overdue, but this value will only be on a smaller scale unless Stilo is able to miraculously achieve some amazing miracle.
Dibs61. I fear that your expectations for the Stilo share price will not be fulfilled as,imo,its SP will multiply many times over the medium term. Your synopsis of the bull points reflects my own view although I regard the developing STL connection with IBM as a major positive,along with the Chairman emphasizing his own optimism by increasing his holding in Stilo to over 20%. The BOD have development plans for the further enhancement of their proprietary software which could serve to truly accelerate revenue growth in future years. Backing up my confidence,I have added almost 200,000 shares today,although several of my purchases show as sells. Fingers crossed !!
I see, therefore I beg your pardon and thanks again for your thoughts as a long term follower of this company. I feel you are though perhaps a little harsh. After all the company is consistently profitable, pays a dividend and has no debt. Not bad for an AIM outfit! On your last point I look at technicals and fundamentals when assessing companies. I don't agree with your view that by looking at the past you can accurately forecast the future. I see very encouraging technical signals from the SP here and, allied to solid fundamentals, my personal adage is "The SP is always telling you a story" Bull points: Record EBITDA pending (IMO) Revenues growing healthily Costs controlled rigourously SP at multi year high New product coming on stream I'm not expecting a multi bagger but I do expect a good return. All looks fine to me.
No. Absolutely not. I was at one stage as I did lose a small fortune on Stilo but I am absolutely fine now. I keep on telling everyone that this is a good little company but with only about 15 people that work for it, past history and its customers very nature it is going to take between 3 to 5 years for any real significant movement in the share price and its revenues. Unfortunately what Stilo manage to make in revenues on one hand it tens to lose with the other and this is the very reason I say 3 to 5 years. Definite movement with Stilo but certainly not as fast as being mentioned in these bulletins.
Thanks, good post. I just get the sense from this and other posts you sound a trifle embittered or maybe I have that wrong?
I will be very surprised if even IBM was prepared to pay any more than up to a fraction more than 10 pence per share. IBM holds all the cards and no doubt Stilo Management will rip the hand of anybody who offers around 10 pence per share for a company whose share price has been around the 1 to 5 pence mark for the last 15 years or so. Obviously there will be a lot of disappointed longterm shareholders but that's just the way it goes. No way in any way, shape or form will the likes of even IBM, who have money to burn, be prepared to pay a penny more for a company that has never it more than 3 million and a little pounds in yearly revenues.
A couple of hefty trades on Friday afternoon. Close together but don't look like roll overs. My guess is further offloading by BD but being soaked up easily by 'somebody'. Some have speculated about a take out here. Pennies for the likes of IBM. Personally I'd be quite happy with 8-10p but that's because I've only been here short term. I could understand longer term investors being less happy with that return. In any case I think this is finally gaining traction and am expecting further steady SP appreciation on both technicals and fundamentals.
Lukehere that is a very interesting comment about the IBM employees not being able to say anything. Is this just what your own personal opinion or do you have some definite proof of this?
I understand that those IBM employees, close to the AuthorBridge project,have been embargoed from discussing the matter. Interesting!
Thanks for the reply, I have been holding Stilo for a few years now and they form part of the company's I decided to get advice on when I thought about investing in AIMS, company's that had weathered the downturn and had little debt and were still intact. Not rocket science but good enough for a small investor. I must try 'digging' more into these connections......looks interesting. This is the first year I and my wife have 'auto reinvest option ' for the dividends. This looks a good way to grow your money and its only about three days away if you want to 'cash in'. Once again , thanks for the reply.
So the CEO Les Burnham has exercised 2.6m options thus increasing his stake by just over 50% Highly bullish in my view as very confident he won't be selling any. I see the SP wanting to go higher again as the market catches onto growth story here.
Hi Breton, not sure who she is but it's clear she has been hoovering up a lot of the supply provided by Brewin Dolphin over recent times. I wonder what she knows that we don't? Speaking of what she may know I did a bit of digging and looked at Novia financials website (who are linked to C Johnsons holding) and guess what? Novias chairman Anthony Cleaver is a former chairman and CEO of guess who? IBM UK! Just a mere coincidence I'm sure.
Charlotte Louise Johnson, great name but who is she? anyone know. Always interesting to know why someone thinks this is a good buy.
So this is who is snapping up at least some of the BD shares….
Impressive and significant that we have a multi year high SP in the face of a fairly persistent seller! All the shares coming onto to the market are being readily soaked up and clearly demand continues to exceed supply so, as you were BD…..
Whilst as yet only referred to obliquely ,the potential engagement of Stilo's proprietary software at enterprise level by this global behemoth would prove a game changer for the company and its stakeholders.It would be likened to a royal seal of approval,creating many further opportunities. Stilo CEO Les Burnham did say that should the engagement go ahead then ALL 0f IBM's(?)customers would themselves also become potential new clients for STL !! 20pence- 50pence -or even £1 share prices are all very much achievable if the BOD's confidence proves well placed. The shares should be bought imo,as much dynamic progress awaits.
Well done on your success here, it sounds like your patience has finally been rewarded. I've only recently uncovered this but am very impressed indeed. Technically I can see a break out here. But I also think that a combination of fundamentals - improving financials, prospective growth, new products etc are being increasingly picked up on by the market. Director buys earlier in the year also significant.