Member Info for Bitethebull

Agree okish, no update on luggage tags, advertising displays or Densipaper in general. We need to resolve the Newcastle property issue which will add usefully to the bottom line once rental income starts to come in. Overall moderately optimistic for 2015 with a slow but steady rise in the s.p. and a major boost probable if there is a positive outcome to the Blackheath land situation or a major contract win is secured. I wonder if they will recommence paying a Divi ?

I appreciate your sentiments Happytom. If it helps I have spoken to both Tim Pearson ( finance ) and CEO Grahame Faulkner who have both reassured me that all is well, and that they are working hard to make a sound profit for the Company and to resolve the Newcastle Property issue. They both agree that the S.P. does not reflect the realistic value of Densitron. I suggested that a Trading Statement be issued to reassure PI's and the Market as the S.P. seemed to be sliding almost weekly. My understanding is that one will be issued early in the New Year. I too have noted the sprinkling of buys after a long run of sells. Could be a good sign. Only time will tell. Oh I see that we have notched up 0.25% on the Bid !!! GL BtB

I spoke to Tim Pearson yesterday. It seems that the progress with the tags has stalled because Customs are not happy with them. It appears that the traditional paper tags carry a lot more information than we may have realised so discussions with Customs are ongoing . This situation is affecting other Airlines. On a brighter note the trials with Centro ( electronic timetable / information displays } is going well and could be a valuable contract for DSN fingers crossed !!

Not so long ago there was a degree of optimism about this share but we seem to be going backwards again. What is going on? So frustrating!

For a so called "world leading" company in its field to have a market value of £3.5 million is quite frankly ridiculous. No sign of any predicted turnaround yet despite all the positive noises. Why does the s.p. continue to slide ? I don't have an answer , can anyone out there offer an explanation?

Anyone aware of any news? All gone very quiet. Where are we with digital luggage tags etc?

Less of the plodding and more of the galloping is what we want !

Very difficult to judge. As far as the land at Blackheath is concerned it will all depend on the review and what if anything the company will be allowed to develop there.Although not a huge parcel of land it is nevertheless valuable and probably increasing in value all of the time.Any development is likely to face strong local opposition though so nothing is certain. Newcastle property once let out will add useful income and I see this as a priority . Management ,understandably want to concentrate on growing the business and not be diverted by peripheral issues. Two Agents are marketing the property and I would think that a successful outcome would raise the s.p. by say 1.0 to 1.5p I could be way out however. Blackheath is another deal altogether. In the best case scenario you could build a handful of executive homes selling for a million pounds plus each! As I live in the North perhaps someone familiar with Blackheath could give a far more realistic figure of house numbers and values.Success could mean a rise in the s.p. and the possibility of a special Dividend. AIMHI BtB

A genuine thanks for the messages of good luck etc re my holding. Just to even things up so to speak and to prove I have no special investment expertise I was the victim of a Boiler Room scam in 2003 and was stung for £30k. My fault entirely ,the Companies existed but no certificates ever received and the Broker just vanished into thin air.All efforts to recover my money and believe me I tried failed. I notice that we have nudged up another 0.25 on the Bid, my advice to those still deciding whether or not to invest should not hang around too long certainly not to wait till after the Interims AIMHO GLA BtB

For some reason I have never sold a single share in this Company, loyalty perhaps or just a gut feeling that some day its true value will be reflected in the s.p.. Yes I am sitting on a paper loss but I now have a holding equivalent to over 1% of the Company hence the reason for my average being reduced so significantly. The Divis and the substantial payout when Evervision was sold have helped mitigate the 'losses'. What has reinforced my opinion on how the future lies has been some verbal and written correspondence with Grahame Falconer CEO who although constrained by 'insider dealing' restrictions on what he can say gave the very clear indication that the Company was in a strong position and that everyone was working flat out promoting the new products.. For instance they were talking to a number of airlines re digital baggage tags and that Densipaper had a number of possible applications in the marketplace they were exploring. Nothing can be guaranteed when investing in shares least of all Aim but this is world class Company selling world class products and to my mind it does not get better than that. One day soon the market will sit up and take notice. BtB

Super high risk - super high reward ? Been here since 2000 , Original purchase 750 shares @ FIVE POUNDS FORTY PENCE EACH !!! ( height of tech bubble ) Have managed over the years to average down to about 11p with now a substantial holding. It has been quite a ride but I now feel more confident in the Company's fortunes than for many years. Some interesting and potentially profitable new products and only positive future outcomes for the two property issues - Newcastle and Blackheath should help the s.p. with a prediction of 10p by year - end. Let's hope for a more a detailed account of sales and income growth when the Interims are published rather than the one liner issued at the AGM AIMHO GLA BtB

BA must be close to placing an order for what I would imagine to be several thousand of these new luggage tags. I just wonder whose responsibility it would be to replace broken or damaged tags ,Densitron, Design Works, BA or jointly. Their ability to withstand the rough and tumble of International travel and baggage handlers long term must be a concern. Hopefully the field tests have been thorough. Has anyone heard any news about Centro who have trialling the new digital timetable and passenger information boards . That could be another lucrative contract Quite a lot.simmering away under the surface.

Any thoughts on tomorrow's AGM? We certainly need some positive statements re current business levels and future prospects after such a poor set of year-end results. I hope Densipaper products are selling well and that some progress is being made re Newcastle property. The Company must regain its credibility with the Markets if the s.p. is to recover to more realistic levels.

Happytom, you simply must speak to G.F. re your ideas ! He might even offer you a job! Regards BtB

Could not agree more. A number of transport companies are looking at this new technology which is currently near the end of trials in Birmingham.. Hopefully contracts with both BA and others will follow soon. Expect news at beginning of new financial year ! If they win the BA contract then that would be a major success story and would be a huge boost to the marketing of this technology worldwide!

Happytom - suggest you speak to or e- mail Grahame Falconer. I have found him to be very helpful and a very recent phone call found him in a very bullish mood I would have thought that this development should have been the subject of a formal press release if not an RNS. We need all the positive publicity we can get . This company is way undervalued. Good luck ! BtB

Yesterday's launch of a new subsidary ( see densipaper.com ) could herald a much awaited and deserved upturn in the Company's fortunes as well as a steady rise in the s.p. Some exciting and potentially lucrative projects bubbling under the surface awaiting final sign off - B.A and West .Midlands Transport for example. If, in addition, Blackheath can be developed and a tenant found for the Newcastle Property then 2014 could be a very good year for Densitron.