Chris Heminway, Exec-Chair at Time To ACT, explains why now is the right time for the Group to IPO. Watch the video here.
A few years back I made my first post on this site, the post was about Speedy sitting on a golden egg. That golden egg being offshore renewables, since that time I have watched Speedy grow very strongly in the offshore services sector i.e. inspections, maintenance, training and compliance management to name but a few http://www.speedyservices.com/services. If there is a buy out on the cards, then I believe the reason speedy will be bought out, will be for the services sector and not the hire services. I am not sure what the most expensive item is that speedy hire out, maybe mini digger at £400 a week, qualified people offshore working in the above fields, can earn that in a day. Compliance management, HSE especially its very big business.
3D TV will be a hit and miss thing, I have a 3D TV but rarely use it, but I would not buy a TV if it did not have the 3D option. My guess is that 3D will become a standard feature just like HD or Virtual surround sound and iplayer. Samsung announced last year that they are selling two TV's per second. http://thenextweb.com/gadgets/2012/01/09/samsung-is-currently-selling-2-tvs-per-second-will-add-more-smart-interactions/ http://techcrunch.com/2012/01/09/samsung-sells-2-tvs-per-second-plan-huge-smart-tv-push/ DDD will be releasing the royalties figures soon, I have no idea how much royalty they will receive for each TV sold? If I take a complete shot in the dark and take a guess at £1.00 royalty for each unit sold. then we have the royalties from smartphones tablets and what ever other uses Samsung and LG find for the Tridef technology. DDD have great team of people, this share has got to be winner.
Checkout Rappahanncock's posting
Just a Director's Dealing http://www.investegate.co.uk/ddd-group-plc-(ddd)/rns/directors-dealing/201301290700105448W/
http://www.investegate.co.uk/Article.aspx?id=201205080700558235C
Progress on filing of intellectual property expected in the next six months NextGen Group Plc (AIM: NGG), an AIM listed company providing biomarker discovery and testing services has completed the establishment of its new diagnostics subsidiary company (NextGen Sciences Dx Inc.). The board of NextGen believes that the creation of the diagnostics business as a separate corporate entity is an important milestone in the transformation of the Group from solely providing outsourced research work to owning a portfolio of valuable intellectual property. The new diagnostics company is focused on discovering biomarkers that can lead to the development of tests for Central Nervous System disorders, such as Dementia, Parkinson's disease and Traumatic Brain Injury. The board of NextGen believes that focusing its biomarker work on Central Nervous System disorders has a number of advantages: · There a relatively few companies competing in this area, with no well defined existing markers for diseases such as Multiple Sclerosis, Parkinson's and Huntington's. · Demand for biomarkers within the field would be high as there are no once and for all "cures" for diseases in this area and biomarkers that can assist in drug development will have significant impact. The diagnostic projects under development will allow patients to be tested for these disorders and for changes in their condition. Clinicians and pharmaceutical companies will also be able to use these tests to see whether drugs being used, or trialled, are effective in treating these disorders. NextGen expects to make progress on the filing of intellectual property in the next six months. NextGen Sciences Dx Inc. has been established in Boston, USA which was chosen for its geographical proximity to pharmaceutical and biotechnology companies who will provide both collaborative and client potential. Barry McAleer, PhD, CEO of NextGen Sciences Inc says: "The last 12 months have been about us proving our technology and refining our methodology. The fact that we are now discussing opportunities to file for our first patents based upon data from our assays shows how far we have come in so little time." "We now have a research and development engine that can enable us to provide accurate and highly specific diagnostic biomarkers and assays. We are selecting projects that are in markets with substantial financial potential." "The next 12 months will be about using the technology that we have developed to make further biological discoveries, to secure the intellectual property that we are developing and to start monetising output."
Klaus Rosenau, Chairman, of NextGen Group Plc, explains: "We will pursue development programmes of the biomarkers as partnerships with key scientists, clinicians and selected pharmaceutical and biotech companies. Just looking in any detail at the possible demand for these biomarkers from drug companies running clinical trials and you start to see the potential - there are currently 300 "active" dementia clinical trials globally that could benefit hugely from biomarkers that indicate drug efficacy." NextGen uses mass spectrometry (a technique for specifically identifying and quantifying biomarkers in samples) as its core technology to discover highly specific protein biomarkers that can be used for diagnostic purposes. NextGen has already launched a number of "discovery" assays in the Central Nervous System field that measure the presence of proteins that might be impacted by Alzheimer's, Multiple Sclerosis and Parkinson's diseases. These assays provide a platform for the discovery of highly specific and accurate biomarkers that can address critical questions in CNS diseases. In 2010, the total global market for biomarkers was an estimated $13.5 billion and is expected to grow to nearly $33.3 billion by the end of 2015 (BCC Research).
Year end trading update - licensing agreements drive revenue momentum DDD Group plc (AIM: DDD, 'the Group'), the 3D solutions company, announces a trading update for the financial year ended 31 December 2011. Trading is in line with the Board's expectations as the Group continues to benefit from increased momentum in license agreements signed during the year. Approximately 9.1 million units of the TriDef 2D to 3D conversion solution were shipped by licensees in the TV, PC and mobile phone markets in 2011, up approximately 250% over 2010. The Group expects total revenue for the full year to be approximately $5.5 million, up 173% from 2010 (excluding discontinued operations). This increase was driven by a 193% increase in royalty revenues from OEM licensees to $4.5 million. Gross margin is expected to be 94%, up two percentage points from 2010. Cash at the year-end was approximately $3.1 million. In 2011, DDD developed a more balanced revenue mix from TV, PC and mobile phone manufacturers. Shipments by TV chip manufacturers grew 194%. Demand for the Group's higher value products in the PC market grew at a compound quarterly growth rate of 141%, reaching approximately 600,000 units per quarter in the fourth quarter. For the whole of 2011, PC software shipments grew 1,199%. Mobile phone shipments, which began in June 2011, represented approximately 10% of unit shipments. DDD signed 10 new license agreements during the year with PC OEMs, mobile handset makers and TV chip manufacturers, bringing the total number of license agreements signed to 21. At the end of the year, 14 licensees were actively shipping royalty-bearing products, up from 7 at the end of 2010. At the Consumer Electronics Show in Las Vegas in January 2012, a number of the Group's licensees, including Sony, LG Electronics, Samsung and Lenovo, demonstrated current and future products incorporating TriDef 3D solutions. These products included PCs, TVs, set top boxes and smartphones. DDD continued to develop its engineering and support team in response to growing demand for the Group's TriDef 3D solutions. Headcount increased by 9 staff to 31, including the addition of local support resources in Taiwan, where many of the Group's PC licensees undertake product development and manufacturing. The Group also expanded its patent library, adding further patents awarded in the United States, Japan, China and the Philippines for its 2D to 3D conversion and 3D encoding technologies. The total number of issued patents is now 53 across 24 countries.
http://www.investegate.co.uk/Article.aspx?id=201202170701176211X
Interim Management Statement Accsys Technologies PLC ("Accsys") has made advances towards delivering on its strategy of seeding the market and developing licensing and strategic opportunities with its market leading acetylated timber products Accoya® and Tricoya® wood elements used within the new Medite Tricoya® MDF, as well as maintaining a focus on working capital management. Highlights include: · Increased the supply of acetylated material to Medite for the production of Medite Tricoya® which is now being sold in the market; · Continued progress with contract negotiations with a major multinational corporation following comprehensive heads of terms being signed in November 2011; · Revenue from Accoya® increased by 40% compared to the same quarter last year and increased by 24% compared to the second quarter of the current year; · Other operating costs have decreased by 14% for the financial year to December 2011, compared to the same period in the prior year; · Cash of €25.5m at 31 December 2011 compared to €27.1m at 30 September 2011; and · 46% reduction in finished goods inventory and 37% reduction in raw material inventory from peak levels. Supply agreement with Medite Europe accelerates Medite Tricoya® market entry The supply of acetylated material to Medite Europe Limited ("Medite"), which commenced in September 2011, for the production of Medite Tricoya® panels has increased and Medite Tricoya® orders have now been delivered to customers in Ireland, UK and the Netherlands. Medite Tricoya® was officially launched, 2 years earlier than expected, at the Material Experience in the Netherlands following the earlier launch at Timber Expo in the UK. We have worked closely with Medite to provide marketing support through the development of Tricoya® brochures and the launch of the new www.meditetricoya.com website in English and Dutch. We look forward to continuing to work with Medite and have plans in place to launch CPD educational programs for architects and a campaign of advertising in Ireland, UK and the Netherlands in the coming months. Licensing update In November 2011 we signed a comprehensive heads of terms with a major multinational corporation concerning a licence for the manufacture, distribution and sale of Accoya® in Europe. Since then, detailed contract negotiations and drafting have continued and we continue to make positive progress towards what we hope will be a full licence agreement. The intensive discussions, involving weekly meetings or calls, cover all matters required to agree the licence contract including detailed technical, sales and marketing matters together with terms setting out future growth plans. In addition, we continue to make progress with several other potential licensing opportunities for both Accoya® and Tricoya®. While we note that the above dis
http://www.investegate.co.uk/Article.aspx?id=201111100700218248R Los Angeles, California: DDD Group plc (AIM: DDD), the 3D solutions company, has licensed its TriDef®3D software to Top Victory Investments Ltd (TPV) for its AOC brand 3D monitors. TPV is the first Chinese company to launch a 3D monitor in China, and is now expanding the AOC line-up into the worldwide market. The polarized 'FPR' 3D displays will use TriDef 3D technology to provide 2D to 3D conversion for video and games, as well as playback for originally made 3D photo and video content. AOC's monitors are already used in many of the 150,000 Chinese iCafe internet cafes. They were also featured at SINOCES in China in July, and in September at LG Displays' event in Beijing where six of China's largest PC manufacturers and four of the largest monitor manufacturers presented their latest 3D consumer products. DDD will receive quarterly royalties based on the volume of AOC brand 3D monitors shipped. DDD's TriDef 3D automatically converts DVD movies, PC media and photo files from 2D to 3D. It allows over 30 popular Chinese online games and over 500 of the latest PC games that have not been specifically developed for 3D to be played in stereoscopic 3D "off the shelf". Thegame conversion engine is compatible with games that run on the DirectX 9, 10 and 11 application programming interfaces. It is available in 37 languages.
3D Systems Acquires Huntsman's Stereolithography Product Line http://www.globenewswire.com/newsroom/news.html?d=236661
I bought into DDD this morning after seeing the news about sony. I havnt been a big believer in 3D so far but after watching the chris yewdall interview i think DDD are going to big movers, the system they have allows you to watch you games in 3D without having to rebuy the game or dvd,. Its a bit of a shame about the glasses they look a bit naff, but i think i will be treating myself to a new TV soon.