Member Info for Laura2022

Going blue now

Recurring SAAS revenue was nearly £19mln for the half year period, that's £40mln annualised..against a market cap of just £60mln

I will be adding further next week

Half Year Results for the six months ended 31 December 2024

Growth in SaaS revenue and ARR, combined with H2 wins and partnerships provide positive outlook

H50

See my posts 4 weeks ago, AGFX is worth well more than the paltry 2.5p insider stich up

As I suggested

More offers will come forward as the internal mgmt one is a total stick up

Glad I bought some more at 5.7-6p last week

£2.03 to £2.07 now

Think it breaks out soon

I've added further today Stas

Good evening Potter

You would think it could only help

Further information on Dr Sargent:

Prior to joining Physiomics in September 2023, Dr Sargent held a senior management role at global consultancy business Syneos Health Inc (NASDAQ: SYNH), leading large teams of professionals and servicing a variety of clients in the biopharmaceuticals space. Among his other previous roles, Dr Sargent has also been Head of Business Development for the UK's National Institute for Health and Care Research (NIHR), leading a team supporting global life science businesses access to funding and research infrastructure in the UK.

Peter Kyle, the science and technology secretary, said: “R&D is the very foundation of the breakthroughs that make our lives easier and healthier – from new medicines enabling us to live longer, more fulfilled lives

Given Pete S previous background and with PYC work with NHS this could be important

"Big chunks will go to favoured departments, with suggestions of an extra £30 billion for the NHS over three years."

Https://www.bbc.co.uk/news/articles/cn7zngr6jn5o

An £86bn package for the science and technology sector will help fund research into drug treatments and longer-lasting batteries, the government has said ahead of Wednesday's Spending Review.

The package also includes up to £500m for regions across the UK with local leaders having a say on how it is spent, the Department for Science, Innovation and Technology (DSIT) said

Wadagora

Very kind, bloggi joe was the tje reincarnation of a previous Jekyll and Hyde character called "TradingStar" who plagued and cross -posted on CHP HAMA CODE CIZ

I gave him 1 day under his new ID and immediately filtered him 2 weeks ago

Rick123

Evening to you

I've been holding CHP for about 2mths , Joe is a liability

And fiest buys at £1.96 will hopefully prove timely but I will be adding at£.£2.05p on Monday

ThomasFoulser

Posts: 70

Price: 221.00

Hold

RE: Drop overdone2 Jun 2025 09:10

From an investment perspective, the recent share price decline may present a compelling entry point, especially with the stock now rebounding from the long-term 61.8% Fib retracement level.

The recent contract loss appears to be an isolated event tied to structural changes at a single client (NRS), which doesn’t impact other revenue streams.

Management continues to execute on its strategic shift toward a more scalable SaaS model, with an emphasis on cost discipline and operational efficiency.

Revenue visibility remains strong—83% of income from the top 10 clients is contracted through FY27, highlighting a high degree of customer stickiness.

Despite the short-term revenue impact, the company still targets double-digit EBITDA margins in FY26.

Its long-term goal of reaching £100m in revenue and 30%+ adjusted EBITDA margins by FY27 and beyond remains unchanged.

Progress on the global OEM partnership is encouraging, with initial revenue contributions anticipated in H1 FY26. If this scales as expected, it could be a major growth driver.

Financially, the company is well-capitalised, with £12.5m in net cash and an additional £20m in undrawn credit facilities as of April 2025.

This customer goes live soon (May/June )

Eagle Eye, a leading SaaS and AI technology company that creates digital connections enabling personalised, real-time marketing at scale, has signed a five-year global original equipment manufacturer (OEM) agreement with a major multinational enterprise software vendor. Under the agreement, features of Eagle Eye's AIR platform will integrate with the vendor's new cloud-based loyalty solution, launching in 2025, with the first customers expected to be live in early 2026.

Recurring SAAS revenue was nearly £19mln for the half year period, that's £40mln annualised..against a market cap of just £60mln

I will be adding further next week

Half Year Results for the six months ended 31 December 2024

Growth in SaaS revenue and ARR, combined with H2 wins and partnerships provide positive outlook

This lowly valuation won't have gone unnoticed to potential suitors in my view

Nai

Half Year Results for the six months ended 31 December 2024

Growth in SaaS revenue and ARR, combined with H2 wins and partnerships provide positive outlook

 

Eagle Eye, a leading SaaS and AI technology company that creates digital connections enabling personalised, real-time marketing at scale, 

"The strength of recent renewals means that 83% of revenue from the remaining top 10 customers is under contract to at least FY27."

Warrie

Just filter, it's easier !!