Member Info for KaChing

I don’t think that this project involves on-site hydrogen production using an Acta electrolyser, but it’s significant in that it’s Heliocentris’s first major order for fuel cell for Telecoms back-up power. It does show that Fuel Cell back-up power seems to be moving closer to home and it’s yet more evidence of Telecoms turning to fuel cells ……… the pieces seem to be falling into place! “Heliocentris, a leader in solutions and services for distributed power and telent, provider of network solutions, systems and services for operational and safety-related communication, will team up to upgrade 25 digital radio base stations owned by the state of Brandenburg with state-of-the-art emergency power supply. The project uses environmentally friendly fuel cells instead of diesel generators and will be completed within the next 6 months. It will be worth close to EUR 1 Mio in revenues for Heliocentris.” http://www.heliocentris.com/en/our-company/press/press-releases/new-details/article/bos-digitalfunk-brandenburg-chooses-heliocentris.html

I should have bought a few more before I went away, nice little bounce which hopefully means the seller has sold up and we can get on to pricing in the future!! which should take in the following ……... “Thus the outlook for the Group is very promising with the 2013 second half profit of £0.81 million following the £0.26 million reported at the Interim stage. I would expect this trend of increasing profits to continue in the year to come.”

A few days away and the SP rises. “We believe that Acta's unique electrolyser technology is emerging as the most versatile, robust and cost-effective solution for generating hydrogen on-site for fuel cells.” Finally, even the analysts are catching on to the obvious, ACTA have the only low cost PEM free Electrolyser, lol ………. one decent order is all that is required here, then the days of single figures will be long gone, it just needs to happen before the next cash call (which we know is coming, but matters not if it is to support growth!!) and the ReliOn partnership looks to be a serious one which should make the Hannover Messe worth a watch again

Looks like I bought to early, nothing new there, lol I might add some more, but I’m away as of tonight for the week with no access to the web, so will leave it until I get back, it will be interesting to see where the SP is come next Monday. Still the old saying of buy the company not the SP seems apt here, especially giving the following ……… “Thus the outlook for the Group is very promising with the 2013 second half profit of £0.81 million following the £0.26 million reported at the Interim stage. I would expect this trend of increasing profits to continue in the year to come.”

we have a bigger buyer at these levels, now that would be nice!

There are better folk out there that follow trades quite closely and might disagree, but looking back I’d say the sell was taken on to the books at around the 7th of this month because that’s when the SP started dropping quicker and it would have been agreed at 14p, the SP at the time was 17p and it’s taken that long to get enough buyers to fill it and it explains why on some days when there was decent buying the SP was not moving. Presuming that’s it then the SP should hopefully start moving when we see some more buying, anyway it’s created an opportunity for me and others to get in on the back of good results and great forward guidance.

If I had to hazard a guess to who the seller is, I’d say it’s the same guy who was reducing in Sept 2013 and if it is then if he’s not already finished he soon will be …….. at least it explains or helps to explain the weakness after the results!!!! Onwards and upwards, to infinity and beyond!, lol

19p coming ……… clogheen just ignore these posts about the SP I’ve been here a year and I’m just having a bit of fun

MIRA is going into the ballistic phase, should be interesting

19p today!

and there it goes, who knew!

18p is being eyed, lol

IT ....... cheers for the info

17p is holding, mind you there isn't much volume so maybe it won't hold, who knows!

IT ......... What I meant by is it worth a response is that whatever is said here, positive or negative isn’t going to move the SP, so these days I don’t see the point in responding all the time. Who or what is Rise and how come you know how much revenue they generated?

“Microsoft’s strategy for public sector IT provision “Kable, the public sector-focused market research company, estimates that Microsoft earns c £320m per year from software licence sales to the public sector, making up c 2% of public sector annual ICT spend. It is likely that over time, as the government’s “cloud first” strategy takes effect, use of IT solutions based on Microsoft software will transition to the cloud. However, central government users with IL3 security requirements are not able to use Microsoft’s public cloud as its datacentres are not located in the UK. To provide private cloud services in the UK, Microsoft either needs to build its own datacentre in the UK or partner with a UK-based cloud service provider. It has chosen to do the latter, with Outsourcery as its first such partner. This helps protect a key revenue stream for Microsoft while fulfilling IL3 requirements and supporting the government’s IT strategy” The above puts OUT in the driving seat

We know they are winning new business (revenue) because they tell us in the results that they expect to be trading in line with market expectations (you can see those expectations on their website under the analyst section) I think the main point on the IL3 offering is that with the vast majority of Government departments still using Microsoft software and Microsoft quite rightly see that customers are moving away from buying physical hardware to utilising the product through the “cloud” (enhanced by the new guy in charge of Microsoft as he was head of the cloud strategy), Microsoft needed a IL3 secure platform that needs to be built within the UK borders, Microsoft approached Outsourcery to build it (you will find that remark on the video in the investor section of OUT’s website). and from the results …….. “Keen to capitalise on the public sector opportunity, Microsoft is pursuing a global initiative to target this sector via partners in key markets. Outsourcery is proud to have been selected as the first such Microsoft-validated partner in the UK. With them, we have agreed to deploy an IL3 accredited platform based on next generation Microsoft technology, hosted in the UK and wholly owned and operated by us” “Whilst it is still early days, the long term opportunity in the UK public sector is significant. First of all, as many UK Government workloads are already run on Microsoft-based technology, our offering is well aligned. Second, many significant UK Government IT contracts are due for renewal over the course of the next three years. Taken together, at current value these contracts add up to an annual contract value of £3.7 billion. In addition to this clear economic case, Outsourcery is well positioned to act as a trusted partner to many of those larger system integrators that now find themselves disadvantaged against SME providers in the procurement process. We will continue to update the market as our development efforts in this emerging segment progress.” So at the moment any company wanting to continue providing their Microsoft offering to the Government through the cloud as opposed to selling them hardware with the Microsoft software inside will have to become a reseller of Outsourcery ……. being the only company able to offer the above puts OUT firmly in the driving seat and you only need watch the TV or read news articles to realise that the CEO Dragon has good relationships with Government bods Very exciting times

Oh boy! Is it really worth a response, lol …… The figures are as expected and the forecast figures are expected to be met, hence they see cash being sufficient as long as their projections are met up to Dec 2015 (that’s in the results) …….. mind you in this game I would never rule out more fund raisings but probably not for the reasons that has been suggested!! The Recurring revenue exit rate at the end of Dec 2013 had grown 126% to £7m ……… that means that if OUT win no more business this year then the 2014 revenue figure should show £7m ……. but they are winning more business!! The recurring revenue has been growing at an average of £25k per month during 2013, but in the last 6 months of 2013 it has accelerated and shows an average of £50k per month, this was achieved with only 3 months of Ingram revenues which was the last major contract signed in 2013 (that’s presuming they have provided revenue since going live) and no revenue input from Vodaphone which went live in Jan this year so the chances of the recurring revenue growing are very high indeed …….. if they only grow by an average of £50k per month that would imply an annual recurring revenue exit rate by Dec 2014 of £13m which should see them hit their forecasts, I’d say it’s a fair bet that recurring revenue will grow quicker than £50k per month and therefore the annual figures will be much higher …….. remember cash burn is monthly, so every bit of new monthly recurring revenue achieved means less cash burnt because overheads are pretty much fixed! All of the above doesn’t even include the new IL3 accredited platform based on next generation Microsoft technology because it won’t go live until at the second half of this year!! ……… selling will start in Q2 but revenue won’t start arriving until the end of the year (providing everything goes to plan) and that is revenue that was not forecast when they listed, it will be an entirely new source Exciting times ahead! IMO

“Outsourcery outlined its strategy for 2014, highlighting a focus on activating its existing strategic partners such as with Vodafone Group PLC and Virgin Media, and securing new strategic partners to secure its growth for 2015 and beyond. It will work on deploying its IL3 cloud platform and achieving accreditation for the project during 2014, and noted that it was already working on the pipeline development for IL3 to maximise its revenue opportunity. "We're building it, it then needs to through the accreditation process. That doesn't mean we haven't started trying to sell it, we're now already working with our partners on go-to-market," Co-Chief Executive Simon Newton said. The platform, which is impact level-3 compliant, meaning it is secure for certain restricted data, is being launched with the support of Microsoft Corp. and being developed with Dell Inc. It is primarily focused on the public sector as cloud initiatives come to the fore. "Local government, councils are all under pressure, it's the age of austerity," Newton said. "There's really only one other player that's providing true cloud services to the government and they don't provide the Microsoft services stack like we do," Newton said.” http://www.lse.co.uk/AllNews.asp?code=2uvtalnr&headline=REPEAT_UPDATE_Outsourcery_Expresses_Confidence_For_2014_As_Pretax_Loss_Narrows

Anythings possible! First they need to turn the latest trial into a full blown contract (they seem very confident and they’d better be because they are throwing everything at it, all eggs, one basket springs to mind, lol), secondly the subscriber base for this trial really does need to be in the millions and then after that they need to secure more contracts ……… Throw in that they have a good working relationship with Ericsson who are going after the TV Everywhere market in a big way and yeah 50p could be a possibility, lots of things need to go right though and it’s easier for me to wait and see now because I have a decent safety net in the SP Ignore my posts on share prices, just me larking around! too much time on my hands O/T Take a look at OUT, especially if you are looking a few years ahead!