London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
forgive me if i am wrong, but did they not expect the minuet mass production to commence by the end of this year...or last quarter???
Same here. They announced on 2nd September there First Design Win WILL be the first of several over the next few months. Once they start to come in and we see the Google Cast revenue stream start to ramp up them the sp should be on its upward trend again. On that basis I'm holding too. GLA
it seems like a no brainer imo ..nice bounce today otherwise..could go well over 3p again
Should be profitable by next year and don't forget we still hold a percentage of Sensium without the additional testing costs I am holding, if you have shares already do the same. If on the outside looking in, timing could yield decent profits
is not so bad either..assets vs liabilities 37m/17m. ebitda now zero compared to a loss last year, and revenues are unchanged currently...pretty sure the company will be profitable by the beginning of next year...any thoughts ???
looks promising.. not a lot of companies can say they have worked with google and marvell technologies...also the sp has fallen due to the delay of the minuet development or sell...plus the assets they sold and the slight decrease in revenue, i would give it a buy..any objections ???
Chart not looking good either
can't wait forever. Have moved on
I agree and the only thing keeping me here at present. Come on TMZ, let's have an update. Perhaps we will get a joint RNS about this when they consolidate.
Come on Toumaz recently you promised several design wins in the next few months and all we've had since then is silence. Lets get the ball rolling again with more news!! GLA
Well that's what we've been told and I sincerely hope so. GLA
More good news to come v. shortly
I like this stock. Huge turnover and growing, and rapidly shrinking cost base! Now cash positive
I like your views. Hopefully you are right and with the design wins noted this may be a slow burner
For some bizarre reason IG just quoted me more to sell 50k shares than to buy the same amount. 3.65 to sell against 3.63 to buy!? Strange....
TMZ, will soon (1st Nov) be known as Frontier Smart Technology Group Ltd ( FSTL). Dont forget, Toumaz merged with Frontier SILICON , which designed and sold silicon chips for DAB Radio. It licensced the base technology from Imagination Tech, which also had a consumer hardware divison called Pure, that sold DAB radios, that you see in shops. In return TMZ sold DAB chips to Pure. A rather unusual circular realtionship. Now, that Imagination has sold Pure divison, its advanced design-knowledge relation on future DAB Radio with Frontier Silicon (Digital Radio divsion of TMZ) disappears. Hence TMZ , will no longer design silicon for DAB or for that matter for Wi-Fi enabled Speakers for GoogleCAST, hence the name Silicon, disappears from Frontier's name? It will now focus on software only. Its software will be integrated with 3rd party silicon vendors, who will than sell a packaged solution to consumer hardware vendors, like DAB radio , WiFi speakers etc. thus opening up more channels to market. This has several advantages, first being a massive reduction in R & D cost as a pure software development company. Secondly it re-postions itself as software-platform company, which can easily further integrate itself into other bigger muisc streaming platforms. ( Spotify, Apple Google music, etc) and licensce its underlying software solution to 3rd party silicon vendors ( in a similar biz model to what ARM and Imagination do, with much higher valuations) plus the extra revenues for software integartion service. Having got rid of all the hardware gubbins, it frees , itself to become an easy acquisition target from music - audio platform company or a software IP licensing comapny. The aquiring company also benifit greatly from over £100 million, in tax equity, that can be written off against its profit , that TMZ has build up as retained losses since 2002. As for future product offering, thay have mentioned voice recogintion( as added service) for controlling WiFi enabled speakers and radios. The future is now, more exciting, than ever, however, wether current managment have the requiste domain skills to execute this possible plan, remains to be seen. They will need to bring in some new blood soon. Maybe , its quicker via a merger with a more aggresive US based company.
Thanks guys, I was so sure of TMZ I put it in my ISA. Seems a waste so far as my average is 3.88. Hopefully as time goes on this will make us all proud, some more design win announcements would be nice
Hi findahappyplace, Although an established company now I see the current situation Toumaz find themselves in are like a new start. My likes from the RNS are 1. Change of name - gives the company a different focus. 2. Share consolidation plan. 3. Google cast now in mass production - results starting to come in in Q4... 4. The recent Design Win and the fact that management has stated there will be several others. My main concern is that although Toumaz are very good at what they do and will not before long have a new income stream to their revenue when they had Sensium there was always the hope that they could commercialise it into another mass market. Now that Sensium has gone I've still got the nagging doubt as to what other areas they can branch into which will earn them a lot of revenue. It would be great to see further diversification and product development(new chips and products). Currently as stated on their website the results say - it is a Period of Transition for the company. Once that has been consolidated and we have larger income streams I would really like to see what the company sees after the Period of Transition. A longer term plan with a more diversified product line. GLA
Early days in the turnaround of the company. I took more positives from it
Lots of positives in my opinion. Dumping sensium means on target to be cash flow positive by year end. No expensive silicon dev planned, which means thay can address the market with what they have. Target applications are broad so not dependant on one tech.
I am not sure if good or bad to be honest. Any views?
I would like any news at the minute, the price is creeping back down with no news. Painful Now we have removed sensium we should be back within the realms of profit Roll on results and design win confirmation
Does anyone think we might get come design wins announced before the 27th September or do you think they are holding on to the news until the results are announced? Would be good to give the sp a little more momentum. GLA
Yes, it's brilliant to be associated with such big names. The thing I liked about the video clip was again they mentioned there will be more design wins in the next few months - they must have lots of companies trialling their hardware and software this to be able to say so. Looking forward to the next few(many!) announcements! GLA
One steady source of revenue is dab. The uptake has been slow, but they are now very affordable and sales will increase with tge radio spectrum regulations changing (analogue transmitters being faded out). Imagine one device that will do dab, spotify erc. and grab all your favourite podcasts, with decent speaker. Fs has all the supporting tech for people to manufacture.