Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Couldn't agree more......JH to sling his hook.
Haha - not quite. They'll be left with a £12mn pa high margin (soon) business with growing at 20%+ with no debt, and a market cap of £18m. Don't disagree with you regarding management quality, but future looks brighter than it has for some time. Just need to JH to sling his hook, and the turnaround will be complete.
even with my long sighted, rose tinted glasses on, I cannot see those 'big order' delayed trades? IMO
So after this deal completes, Vislink will be left with Pebble Beach Systems, which is a £5m per annum business. The Vislink board really have done a cracking job over the last few years!!
Some big orders being filled today judging by the delayed trades, IMO.
The Agreement Vislink Communication Systems, which is expected to generate sales between $45 million to $50 million in the present year, specializes in the wireless capture, delivery and management of secure, high-quality, live video from the field to the point of usage, or "from scene to screen". Vislink provides broadcast communication links for the collection of live news, sport and entertainment events. In the public safety and surveillance markets, Vislink provides secure video communications and mission-critical solutions for law enforcement, defense and homeland security applications. The purchase is expected to close by year-end 2016. xG Technology had previously entered into a letter of intent with Vislink PLC, and now announced its binding agreement to acquire Vislink Communication Systems. Roger Branton, CFO and Co-founder of xG Technology, said: "We believe that Vislink chose to sell the division to a purchaser that would operate the business as a going concern versus financial acquirers. We further believe that the combined business will create a market leader in video technology providing scale and global reach."
I wonder how that unfortunate soul is feeling now? The one who dumped 2.075/- on the 4th at 8p. still its only paper money.....LOL
Great news for Vislink if the transaction completes then the group will be substantialy dept-free.
Flying. :-)
Heres hoping!!
Good start. Mid teens later
Going early doors!
The extensions at the end of play yesterday show that the buyers will be here this morning.
See how this goes today. Took a punt yesterday. Can it close in on the 20's?
this co. should do very well from here. As per previous RNS: Weybridge, UK and Broomfield, CO., USA, October 12th, 2016 -Pebble Beach Systems, a leading automation, content management and integrated channel specialist and subsidiary of Vislink plc, reports that it has come out of a highly successful IBC show in September with several significant new orders. Pebble Beach enjoyed a 53.3% year on year growth in order intake during the first half of 2016*. Pebble Beach Systems has signed contracts with numerous new customers and secured orders for system expansions around the world, including CNN in Chile, Globosat in Brazil, ARTE in France, TV3 in Ireland, DMC in the Netherlands, IMG in the UK, Groupe V Media in Canada, and MBC in Dubai, which have contributed to a record period for the company. With new product offerings including the 4K Dolphin integrated channel device, a virtualised playout system for private and public clouds (Orca), and strong partnerships with leading vendors such as Harmonic, Pixel Power and Tedial, Pebble Beach Systems is well placed to take advantage of the industry's shift towards fully virtualized IP-based solutions. In addition to product evolution, Pebble's global talent pool is also expanding with an ever-growing team of skilled and dedicated people and a healthy network of worldwide channel partners.
Are still going!! Price monitoring at 4:35 and 4:40
Loading up at 12 mate! Someone else will have them!
Sure why not. I'll sell you my shares at 20p now if you like leaving you a healthy 25% return by next wick. What do you reckon....;-))
By next week? Any takers?
Surprised not to have heard from you yet today mate? You still hanging onto your free carry, or have you decided to sell into the rally?? Or, have you added?
seeing a decent move now, 20p could be but a day away
Yeah 40-50p seems rich now but if the growth is as good as I expect the PE will be high as you would expect from a decent tech. Fingers crossed
Cheers Soleman - I'm back in again with fingers well and truly crossed. 40 to 50p feels a bit rich to me (5x sales!) but I'm certainly with you back to 25p!!
Nice realistic assessment Matt. Without growth fair value for a 10x PE would be about 20p. The new contract wins and trajectory mean fair value should be 20-25xPE so all being good and well I'm expecting a 40-50p stock price within a year, more if they reinstate the dividend but I see that as unlikely so soon with the transitional period
Right, the crappy business is gone leaving a debt free software company generating annual sales around £12m this year, and I'm going to say £15m next. Conservative sales multiple of 2x next year = 30mn= share price of 23p. If PBS continues with current growth trajectory, then 30-35p might be more realistic. Anyway, stocks a strong buy from here - I'm back in at 13.4p.