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That's curious casapinos, because you said exactly the same thing in August, when you claimed to have "cashed out".
The SP was a lot lower then too, so your repetition of the phrase "I cannot see significant SP growth from here" doesn't seem like something to rely on - anyone who heeded it last time has lost out substantially. No problem with anyone taking a profit here, but your comments are inconsistent.
I don't dispute that the SP is likely to drop back from a surge, but there are possible reasons why it might go higher. Sage occupy a space that a lot of big American companies would like to get their hands on. Takeover has often been rumoured, but the premium now would be a lot higher. They have a good grip on margins, and on market share, and a strategy which works, so they are likely to be highly rated anyway, as a rare "growth" company which is actually growing strongly, where most are struggling
Market seems to have cooled a little on Sage, but hopefully Q4 numbers will generate some renewed interest.
Unlike most countries, overall GDP in the US seems to be increasing at an impressive rate, and we can reasonably expect tangible further growth, at least from that region
"it'll be on a food production line looking for rotten potatoes"
rotten apples, surely?
It's a good time to update institutional investors on progress in the field, now that Speedboat has reached full maturity. Good luck to the distinguished presenters - nothing better than practitioners to describe the quality, effectiveness and potential of the products.
"hoping to persuade some mug to takeover this dog."
You don't appear to have read the RNS or the thread you are replying to. There is no shortage of UNSOLICITED suitors.
Why does a short-term economic downturn make it a "dog"? It has been trading, growing and diversifying very successfully for years, the main problem is a lack of foresight by previous management over the court case and the resulting financial problems. These are now being aggressively addressed. It is not unreasonable to hope that previous success can be resumed and built upon. A limping greyhound, perhaps?
Shiver me timbers, Speedboats away! Full throttle, if you'll pardon the awkward connotations. So we finally have a MATURE product in the marketplace. It's sink or swim time!
For LTHs this probably looks like a no-brainer for an acceleration in revenue, but the market is wary
Rather than the knee-jerk dividend cuts, they could save money by axing management bonuses and reducing the salaries of these failed decision makers. Wonder why they didn't think of this obvious measure?
Another positive aspect of the RNS is the fact that they have managed to 'scale the technology down to a size which is as small as it ever needs to be'. This suggests that any future development costs will be substantially 'scaled down' too. (: It also suggests they have made technological breakthroughs which can potentially be applied across the product range.
The acceleration of regulatory timescales just adds to the feeling that the company is genuinely on a rapid upwards trajectory, not just issuing hopeful words like far too many small businesses.
"hopefully more people will have awoken to this company and it's prospects"
Perhaps they'll wake if we put 84 MW through them
Last Sunday's tip was summarized in 'The Week' yesterday:
"Creo specialises in endoscopy kit, facilitating quicker surgery and faster recovery - bang on current NHS trends. Sales have doubled as the tech is globally recognised and adopted. At "inflection point". Buy. 32p"
Walid Abu-Hadba, Chief Product Officer bought shares worth about £100K yesterday (see RNS)
Surprising there's not more discussion on this board, because there is clearly plenty of interest in the market for Sage, they are riding high
Too early to say SS, because it would need the trajectory of growth in core revenue to climb a steep curve, which it's hard to be sure about. In the last six months they have generated revenue from core products equivalent to the whole of the previous year - so if that exponential rate can be sustained over the current six months, then the momentum would suggest they are home and dry. The doubling was from a very small base though, so it;s still unclear if it can be sustained. The substantial reduction in costs also allows a longer runway for income to catch up.
JP Morgan have recently agreed with my comment (from back in July) about Sage's progress in the US:
https://www.sharecast.com/news/broker-recommendations/jp-morgan-on-sage--14605416.html
Looking forward to Q4, hopefully it will underscore the recent re-rating by demonstrating substantial further growth. The company looks in very good shape, imo: platform modernized, product offerings enhanced and compatibiity improved, margins strengthened. Fidelity obviously concur
RNS seems to state that Fidelity have taken a 5% stake
"on the cusp of commercialisation"
Just as we were in 2017 - the board loves replaying these old misses
"rebranding back to HVO"
OO took over HVO, not the other way round. HVO was a failure which OO rescued. Rebranding is usually pointless, but going back to a failed name seems doubly so. It seems to be an admission that OO's business model also failed. A new name would probably be better, one which reflects the latest business model, assuming they have one.
Gulliford highlights the benefits of the Albyn acquisition, which effectively provides a ready-made US distribution network for the new products, which to some extent complement existing Albyn offerings
Thanks Mesquida. It's dated 17th August:
https://www.edisongroup.com/edison-tv/creo-medical-executive-interview-with-craig-gulliford-ceo/32615/
"I consider BT and the Board need to return the 'multiples' of share value in fairly short order. "
The lesson to be learned from the litigation is that this board promises significantly more than it delivers. The value of the settlement (less the obfuscating sale of IP), strongly indicates that the company's overall value is also considerably less than previously estimates. That is probably why the SP sits where it does - prospects have dimmed and the reality is nothing like shareholders previous perceptions.
I would characterize doubling revenue from core tech as a little bit more than "encouraging". It is a marked improvement from previous years. A step change. Not sure how expectations got so high here - prior to the fundraising this was generally regarded as a basket case.