Member Info for BlahBlahDoh

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.

Looks like the take-off is now in progress for real, not just words. Growth delivered, and realistically lots more to come.

Funny hearing relative newcomers talk about Moany "coming on board" and asking him to stop moaning. That would be a travesty, a denial of the character and tradition of this board. It's true he's only here because we bought Hvivo, the failing company he invested in, which we reinvigorated, but his background complaining has been a constant here ever since. A reliable, harmless, comforting drone, through good times and bad.

The penetration into the US market looks like the most exciting thing in the Q3 report. US seems to be the most buoyant and dynamic economy right now, and plenty of room for growth if the product is right.

Actually, looking a bit deeper, I was wrong about Italian devaluation - it did constantly devalue against the ERM (effectively the Deutschmark) during the '80s when trying to control inflation. The Nigerian situation looks different. The effect of these measures are not easy to predict, but .

"For the nine months ended June 30, the ... business reported total revenue of GBP1.63 billion, up 10%"

double digit growth is pretty impressive, they are doing something right