Member Info for Dibs61

To the stacks of perennial failures, promise breakers and just general dross on AIM. There is no comparison. I have said it for a long time, this is a genuine real deal growth company with a great product in a specific niche market. As PP has pointed out the BOD have a substantial stake here so their interests are aligned with ours. Bear in mind these stellar figures barely include SNTY's entry into the US market, I suspect the vast majority of the revenue and users thus far is purely UK. The US market is TEN times larger than the UK market so the upside here from the continued growth in UK augmented by potentially far bigger growth in the states is very substantial indeed. Of course SNTY have to get some success in the states for this to be realised but they have already stated there was sufficient interest over there for them to obtain the US telecoms licence. There are still major integration partners to be announced. Quite a number of those announced thus far are smaller partners who were able to integrate more nimbly perhaps due to their smaller size. The likes of SAP are huge beasts with a long project pipeline and I am guessing its all down to when resources become available - we are not a hugely big deal to SAP but they are to us. This stock ticks all the right boxes for me. Just one LONG term caveat I would add is that should they not be taken over I would hope to see new product development coming on stream but, as I say, thats for the longer term.

Very welcome and confirms the kind of growth I've been anticipating for some time. Good to see the very impressive numbers coming out AND, significantly, VERY strong growth expected again this year with growing penetration into the massive US market.

Market anticipating a further update 'early in the new year' on CD4.

unvrkw - thanks for your views. Yep difficult to see how a great deal is in the SP since this is so far under the radar. You only need to look at the various boards for ODX and they're all empty so PI's not yet interested. It's just how I like it though when I first invest.

http://www.investegate.co.uk/omega-diagnostics-gp--odx-/rns/cd4-update/201312200700079982V/

I'm in at 71.1 this morning. Just been waiting for all the hullaballoo to die down after the IPO and seize an opportunity at a weaker price and this seems to be it.

Having said that the announcement on 18th Nov quote: "Initially, we will be proceeding cautiously whilst we evaluate this market in greater depth." You could focus on the word 'initially' although it was less than a month ago? I'm not sure, just wondering what could be causing such a large drop in price if the business fundamentals are still very good which I am sure they are.

Thinking about it SNTY had a placing of £2m in mid Aug, surely they don't need more now unless they have decided to go big bang in the States what with the US telco licence??

..is very peculiar. Can't see anything here or on ISDX that warrants this fall? I can see a drop and then some buys. Just like the other day a drop which doesn't seem to be justified by the trades. I am a great believer of 'the SP tells you everything' but surely there isn't any bad news lurking here?

Huge delayed trade from 10th 1,150,000 taking out nearly 1% of share issue in foul swoop! Buy or Sell?

Some very big volume here today! 90 day avg volume is 765,739 so with barely half day gone we are THREE times that level. Must be some some serious buying going on!

Some very big volume here today! 90 day avg volume is 765,739 so with barely half day gone we are THREE times that level. Must be some some serious buying going on!

Clawed back some of yesterdays losses through short term news sellers. Fundamentals on this stock going forward arguably one of the best on AIM. I repeat to anyone interested this is a strong BUY.

What the f… Well unless we're going to see some delayed sells this has to be a shake to try and pull out some stops or weak holders surely? Putting my optimistic hat on maybe MM's need some shares to fill an order and as this is so illiquid best to knock the price down and pick em up cheap.

I agree and did not mean to denigrate your remarks in any way. Company is adopting a prudent approach as well which is good ie.not throwing money at the US until they can see there is a sufficiently large market for us. SNTY has plenty of capacity on their platform for 100,000 seats (users). Another thing I like is that they don't have to spend a lot of time and money selling their products as partners do a lot of the donkey work there. A couple of points I'd like to add. I don't think the market really 'gets' this business model yet and thats part of our problem atm. Secondly, slightly longer term I'd like to see evidence of new products emerging.

Yep we're hovering around the bottom band. Need a catalyst. Great ramp btw lol.

Yes true, so it will affect FY2014 projections but 2015 projections remain unaffected and that was always going to be the FY this REALLY takes off. Markets do take forward view and, as previously stated, at least processing plant won't be under utilised once it is operational which we assume will now be Q4 2014.

That after a little (perhaps predictable) sell off buyers are now coming back in again now. Seeing the bigger picture?

Agreed. They would have known about the weather when they formulated the initial plan for processing plant completion. So, as you say, a change of strategy. The market reaction is to be expected but it changes nothing long term. The critical risks here were/are geopolitical AND can they sell all their marble and for a decent price. We assume the first risk is currently OK and I think todays announcement has significantly derisked the second. Therefore, and if there is any further retrace it will present another excellent buying opportunity for medium term.

That's an excellent post IMO. Common sense with reasoning behind your views. This now appears to be a 'sell on news' response allied to a bias towards looking at the delay in processing plant along with (as you have rightly said) probably reduced margins in short term. But there is lots of positive news in the announcement as well and if we retrace much more from here it is going to be silly not to take the opportunity to take some more of these.