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Started: achristie628@AOL, 11 Nov 2016 17:42
Last post: achristie628@AOL, 11 Nov 2016 17:42
Evening all in my hl account today 40-1 consolidation and name change.glta ally
Started: NorthernMagic, 1 Nov 2016 19:34
Last post: findahappyplace, 11 Nov 2016 12:02
Thanks, you too Northern. Had I sold SOU at 85p would have been nice but I held and now around 76p booo. I hope it works out for you all here but I have had enough now.....just drops lower and lower. Gl all :)
Sorry to hear that findahappyplace. Very best of luck with your new investment. I appreciate how frustrating it's been over the last few years. I'm sticking with it for the next few months and see if they deliver what they've promised "several design wins" if nothing materialises I'll reconsider in the New Year. All the best. GLA
I've given up unfortunately, I needed some cash for SOU when it dropped to 72.5p so I am now out of TMZ. Took a £1800 loss though :/. GL to all keeping the faith, this could well come good but it's been a couple of years now and nothing but drops so far. I have a knack of bailing just before an RNS so I've a feeling it will go up now haha
I'm starting to wonder if we'll get the good news re design wins after the Na e change and consolidation are out of the way. Truly hope so. Sent an email via their contact form on their website last Friday but haven't had a reply yet :-( Gla
Started: scribes, 4 Nov 2016 15:27
Last post: scribes, 4 Nov 2016 15:27
Many thanks randomatt. They still have not updated ticker on share price website I use neither has Hargreaves lansdown who hold my shares if I want to deal I have to call feeling very vulnerable if no new contracts soon
Started: scribes, 4 Nov 2016 08:41
Last post: scribes, 4 Nov 2016 08:41
83.25 to buy 78 to sell
Can anyone tell me todays share price as the new ticker fst does not seem to be recognised on any of the free sites I visit
Started: juleshoddy, 4 Nov 2016 07:47
Last post: juleshoddy, 4 Nov 2016 07:47
I was hoping for some more contract news upon consolidation. better come soon otherwise this'll be a bloodbath
Started: scribes, 23 Oct 2016 12:58
Last post: NorthernMagic, 23 Oct 2016 22:37
Hi Northern, it's just so funny people do what they do. I admit it is frustrating but this is a company that may finally be about to make a profit. I agree the news flow is pretty shocking but still I think we could actually see a return on our money here one day. Good luck to all who invests, hopefully an RNS is released soon with a decent update.
Hi findahappyplace, I'm with you on this one. I'm hoping we get to hear something in the next few weeks and am looking at this as a long term hold - if they can get the revenues up and they have a convincing long term strategy now Sensium has been sold. GLA
I never understand why people who are apparently invested in a share go on a forum and talk negative about it. How does that help, the positives here are that we should have profits coming from sensium eventually and with the design awards advised we should hopefully see a tick back up. My average is 3.88 so I feel your pain. I tried to sell when it was 3.40 but got offered 3.10 so decided against it. This is a long term holder I think
get ready for huge sales on share consolidation day . All those millions of options granted and millions of shares created for sensium will be sold off and the share price will become a penny share once again -- losing heavily on this
Started: findahappyplace, 18 Oct 2016 10:07
Last post: NorthernMagic, 20 Oct 2016 23:27
That's ok, it's nice they only want to report actual news but I think they also need to back up statements given in the RNS. Surely they realise PIs are an impatient bunch and will flirt with other shares at the earliest opportunity Update pleaseeeee as I am getting tempted to take the loss on the chin and top up SOU in my ISA. GL all, hold for now is my opinion
Apologies findahapppyplace was a bit flippant on my last post. Sorry to hear you are so much down on your investment. A few years ago I sent an email to Toumaz asking about the frequency of RNSs and support of the sp. Off was a time when they owned Sensium. I was told they never wanted to over hype and would only post on factual news. So when I heard the recent news re multiple design wins I thought we would be hearing good news soon. No news so a continual drift down in the sp. I just hope like London busses....... GLA
It would be nice to hear all about them, currently down 50% on my investment. RNS please TMZ, perhaps when they consolidate would be a good time for it but ideally sooner
Don't worry findahappyplace there will be several announcements re design wins in the coming months and that's straight from the horses mouth :-) GLA
Any update would be nice, this rose 40% last time and I thought finally we were getting somewhere then slowly we are worn away once again. Come on TMZ, let's have an update if you please
Started: juleshoddy, 17 Oct 2016 17:19
Last post: juleshoddy, 17 Oct 2016 17:19
I don't know about their new "smart" moniker, but i definitely feel smarted by this share so far. Holding and hoping for a sliver of decent news before Christmas. I'm also terrified of the 40-1 consolidation if don't get any news.
Started: findahappyplace, 13 Oct 2016 16:28
Last post: NorthernMagic, 13 Oct 2016 23:44
I have to admit though I think these trades are being reported wrong again. To sell I am offered 2.15 yet others have sold for 2.37. I think not Lies as per usual, how are we supposed to base financial decisions on these liessss Yes I am going a little insane with no news haha
Have to agree with you there, getting quite boring and frustrating now and after they built our hopes up. Let's hope for some news soon. GLA
Would be really nice as I am getting bored here now. We've been told about the awards so can we now have specifics to stop our SP continuing it's downward trend
Started: findahappyplace, 10 Oct 2016 09:55
Last post: NorthernMagic, 10 Oct 2016 19:19
The confusing bit here is I think the Minuet hardware will be being built into the current and future design wins - I think that is right. They are expecting revenue from the Hardman design win to start some time in Q4 2016. As far as I'm aware(page 22 of their First Half year results Presentation) it suggested that Google Cast was ready for mass production in September 2016. Hope that helps. GLA
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
Started: Thechukkers, 9 Oct 2016 20:38
Last post: Thechukkers, 9 Oct 2016 20:38
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 ???
Started: Thechukkers, 9 Oct 2016 19:56
Last post: Thechukkers, 9 Oct 2016 19:56
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 ???
Started: NorthernMagic, 5 Oct 2016 19:42
Last post: jabberba, 6 Oct 2016 10:40
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
Started: Kericho, 29 Sep 2016 12:26
Last post: NorthernMagic, 1 Oct 2016 20:28
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
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.
Started: Randommatt, 29 Sep 2016 13:45
Last post: Randommatt, 29 Sep 2016 13:45
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....
Started: findahappyplace, 27 Sep 2016 08:41
Last post: NorthernMagic, 27 Sep 2016 19:55
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?
Started: NorthernMagic, 21 Sep 2016 19:42
Last post: NorthernMagic, 21 Sep 2016 19:42
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
Started: juleshoddy, 18 Sep 2016 10:06
Last post: NorthernMagic, 18 Sep 2016 18:57
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.
is worth following if you're on twitter: https://twitter.com/frontier_tmz there's also a flyer for CEDIA 2016 which happened last week : http://archive.skem1.com/csb/Public/show/cicf5--9kz4n-163932f6 .Just look at the ecosystems we're in : Spotify connect, Apple Airplay, Googlecast, Amazon...you really couldn't ask for a higher level of endorsement than those names. FS certainly looks exciting.
Started: juleshoddy, 17 Sep 2016 14:18
Last post: NorthernMagic, 17 Sep 2016 20:07
Thanks juleshoddy - enjoyed listening to the clip.
Started: LosingLess, 17 Sep 2016 10:42
Last post: NorthernMagic, 17 Sep 2016 20:05
Just as a point of reference tmz and ctag are nota million miles away in terms of mcap. However tmz have revenue, proven silicon that people are buying. Wireless audio and dab are for all, not just for fitness freaks and salad dodgers.
Sorry northern magic. Ctag pi = cloudtag private investor (ctag is the ticker code) They have a wearable device that does accurate monitoring if heart rate, ecg, etc. With some fancy algorithms. Tmz helped them develop things early on but imec do there silicon build with some off the shelf IP. It is more of a fitness aid compared to Sensium (wrist band with no screen). Besides recording inpatient vitals it could be used by outpatients to monitor vitals whilst say theyre trying to burn some chub. Although it has not been seen in the shops many of the people on the bb think a nhs deal is only a matter if time. Given that sensium was trailed for months and actually did what it intended to do the lack of progress led tmz to shelving it, I find this a risky assumption based on experience here. Lucky tmz has a very strong audio business.
Hi LosingLess you've got me intrigued now what is ctag pi - is it a rival product to Sensium - do you have more details or a website I could take a look at? Thanks for posting this.
Anyone a bit confused how tmz had nhs trials etc. and got nowhere (with very similar IP) but even without trials ctag pi almost assume a NHS deal is inevitable?
Started: juleshoddy, 16 Sep 2016 10:10
Last post: juleshoddy, 16 Sep 2016 10:10
for me. I'm hoping for a little rise into the 27th results. then good news to come thereafter regarding new contracts and positive cashflow. here's hoping anyway
Started: Randommatt, 16 Sep 2016 10:00
Last post: Randommatt, 16 Sep 2016 10:00
share this one, sell off loss making part of the business to shift focus onto profit making part. Bit too soon for this to show in the results in a few weeks time?
Started: NorthernMagic, 7 Sep 2016 21:27
Last post: NorthernMagic, 16 Sep 2016 08:00
Thanks Kericho, Much appreciated.
NM; The term Design Win is used in Semiconductor ( chip or micorchips) sector by sales people, who get rewarded a commsion for getting thier customer to adapt thier chip into thier product/s . The more , the number of design wins , more the sales incentive to earn higher commision . A design win for TMZ in a Harman speaker, means that the WiFi Google cast compataible chip is incoperated in the Harman overall design of the product. It can take anywhere between three to tweleve months before the final product (Haraman spaeker) goes into volume( tens of thousnds units) production, other than the hardware (chip), there is also TMZ software to be integrated and tested. Harman will place a purchase order with TMZ few months before , they plan to go in volume production. In this case , if they want to hit xmas market, they need to place the order now, if they have not done that alaraedy. TMZ will only recoginize the revenue on thier books , once they have delivered the chips in required quantity and invoiced Harman. So TMZ should see a bump in thier revenues in Q4 2016 and volume growth in 2017. One word of caution , the WiFi enabled google cast spaekers will be relativley expensive compared to Bluetooth enabled speakers, so quantity will be low at the begining. Once market volumes build up, relative prices will drop, which will than result in mass market ( quantity of 10s of millions). However, this brings in more competition which forces exisiting vendors to drop prices to maintain market share , which unfortunatley lowers profit margins. One way out of this is to innovate and spend more on R & D , to stay ahaed of competition and diffrentiate your product. Hope this helps...
Many thanks Losingless. Very interesting. It also fits in with the news of more design wins in the next couple of months. Very interesting times for Toumaz. I hope they can maintain a number of products coming through their production line like this bodes well...
From my experience (in the sam field as tmz) is that a design win is announced at a time when the customer has already taken samples and evaluated them. They have built an evaluation platform and proven the system out. Time to manufacture will be relatively short due to pcb level design being a quite quick. (in reality it will be an extension of an existing product, say bt speaker, so a lot of design re-use) Tmz will not have a load of parts on the shelf but will have a wafer and packaging turn around time of about 8-10weeks. So the customer will have time to get its other parts designed/sourced ready to hit the ground running. Product ready for Christmas...
Could someone clarify something for me please. I thought Toumaz were shipping their hardware in the Google Cast product from June this year. So does the recent Design Win mean Harman are have now got designs that will incorporate Toumaz's hardware in their speakers - or are they now doing so i.e. is that what the design win means. Similarly if other large companies announce such Design Win agreements with Toumaz does that mean they are going to start shipping products with Toumaz products in or that they have designs re products that will in the future incorporate Toumaz hardware - hope I've made myself clear. I'm just thinking it will be good for some of these products to be on sale now in the run up toyChristmas rather than an intention to incorporate the hardware in new products. GLA
Started: NorthernMagic, 14 Sep 2016 20:28
Last post: NorthernMagic, 14 Sep 2016 20:28
Toumaz seem to be moving along well now and look very busy from their news/twitter feed. Will be interesting to see their comments in the results for the half year on 27th September. GLA
Started: LosingLess, 13 Sep 2016 23:58
Last post: LosingLess, 13 Sep 2016 23:58