Member Info for Dibs61

Hi, I'm trying to work out what the market reaction will be? On the one hand market does not normally like delays. In this case the processing plant. On the other hand there seems to be plenty of positive news on sales and prospect of growing production and more sales. The company has taken a prudent approach to capex and can still deliver the polished product in the meantime. So, we shall see…

Just look at the calibre of the board of directors: http://www.foxmarble.net/about-us/board.php The CEO and MD hold a third of the company between them. ;-) Shareholders and management aligned and all that…..

…and finished at days high :-) Oh and just a small reminder for all those who are under the misapprehension this is a mining share NO it is NOT a mining share.

The RHPS tip finally got this onto the map. But don't start thinking its gonna be a loser cos of RHPS tip because IMHO they've got this one CORRECT plus its not TB making the tip but the new bloke.

Is completely to do with the RHPS tip on friday evening. There was already a small number of us here who know about this stock and its incredible potential for gains. Its still very cheap given projected revenue and profits starting next year. There could be astonishing dividend yields to be had too by 2015 because the board will not need to invest heavily in capex following the building of the processing plant and will be able to return cash to shareholders. Only significant risk here is political but everything seems to be quite settled now so I'm not concerned in that area at present and long may that continue. There are few better short - medium term prospects on AIM than this for making money - it's a coming cash cow folks!

Market catching on to impending growth and product release products? Good rise in SP and increased volume. Found linked press article: http://www.heraldscotland.com/business/company-news/omega-diagnostics-tipped-for-2m-sales-of-hiv-test.22851845 Forecast Pre tax profit of £2.4m for FY2015 (thats ending 31 March 2015) gives a forward PE of just 7.25 which is low for a growth company in an expanding sector.

What a joke. Glad I sold out.

If you google search for 'DNA Sequencing' SBS comes up second in the search. ;-)

Feels like an opportunity lost tbh. A bit vague and cobbled together - would have liked a bit more information rather than vague platitudes…. Yes full marks for transparency re a placing but the market wanted to hear more.

14,983 out of 24,112 shares traded today are BUYS - over half yet we are 6p and 3.43% DOWN on the day. Can anybody explain how that reflects supply and demand?

Thanks for your views - good post. :-)

Yes I agree with your thoughts. It seems that the market likes the update and immediate and longer term outlook given the positive response again this morning. What I also like is that this is a ground floor opportunity which is largely off investors radars. Classic investment for me!

And a very interesting short term outlook - Quote from RNS: "Outlook Trading in the first half of the year is in line with management's expectation. The core business has held up as certain headwinds have been mitigated with growth in other parts of the business. We recognise that our ability to make a step change of our future growth is highly predicated on successful outcomes of both our CD4 and IDS-iSYS projects. The timelines to date for these projects are well documented and I reiterate the message from the last trading update that the ability to meet our expectations for the full year requires a contribution from CD4 before the end of the current financial year. Whilst there will remain a degree of uncertainty until we have completed the technology transfer, we are at sufficiently advanced stages with both projects to be very confident that both will deliver significant shareholder value in the next financial year. We will provide an update on CD4 before the end of the calendar year and a further update on the iSYS automation project in early 2014."

He is a well known investor in the small/mid cap growth company sector. Check out no.50 in the list attached. http://www.growthcompany.co.uk/features/1680433/top-50-movers-and-shakers.thtml

I think the market doesn't really understand or at least cannot accurately evaluate the worth of each of the integrations. We know they open a door for SNTY to new customers each time and that they will add new 'seats' as a result. But its very difficult to quantify as we don't have enough information. I suspect NetSuite is likely to be one of the 'biggies'. A look at their customers on their website shows they have customers in a number of different vertical industries simply because they are an ERP provider. I note they (NetSuite) are growing their revenues rapidly, latest Q3 results: "Record Q3 Revenue of $106.9 Million, a 34% Year-over-Year Increase" I also see they are targeting mid size ERP customers in particular where they feel SAP have exited the market. I think this sounds a good fit currently with SNTY CLoudCall. In terms of the markets ability to rerate SNTY it looks like this will largely come through trading updates the next we should receive probably early in the New Year I suspect. A big announcement on Oracle or SAP could change that though….

Surprised there's no comment? So, NetSuite latest for SNTY to climb on board with. American company with a growing UK presence but, of course, SNTY now have a US telecoms licence so they can begin selling to NetSuite in the states. Now, I like this integration. Why? Because it is not a CRM company, it is an ERP company, so a much bigger and a different product offering. This matters to SNTY because it substantially widens the scope of who they are selling to. ERP's are essentially sold to larger companies who wish to unify all their various functional operations under a single software platform. And ERP's tend to have a large number of users. The other really ERP big catches that I'm looking out for in new integration partners are Oracle and SAP. I know that SNTY have high level contacts with SAP and I would imagine that, given the sheer size of SAP, it is simply a case of waiting until SAP have the resources to complete the integration work from their end. This is quite normal for a company of SAP's size which has a large pipeline of projects to work through and though this would be highly significant for SNTY its probably not quite so high on SAP priority list. Nonetheless another piece of good news this morning no question.

We're still in an uptrend based on a 1 year chart. 20 day EMA is also still above 50 day EMA which is also bullish but we are at a key point just now.

One word. Disappointing. But, only one day and lots of good ones to come.

langyy - I'd better let this go now hadn't I eh?! Think I made my point lol.

I think it does make something of a difference, how much though of course I do not know but I do know it is unhelpful. Mining, as I'm sure you're aware, particularly in development phase (but ongoing into production) carries many risks which FOX's venture certainly does not. The kind of things that you mine, ie.minerals are subject to the quality and grade etc and how hard they are to get out the ground. Mineral prices are much more volatile than marble. I could go on but these are all things specific to mining so yes for me there is a big difference. As regards your other points I agree at that point it does become simple which is why FOX is a safer investment through not being a miner. :)