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Read the following: all about selling - no details of products. BOS GLOBAL commenced business in the Year 2000 as a sales and sales consulting company Since 2014, BOS GLOBAL has invested in the development of business software products � targeting productivity, knowledge and governance practices of knowledge workers. Call Design is primarily focused on call centre services, and has an established blue-chip client base, including all four of Australia�s major banks. BOS recently said the acquisition of the stake opens up the possibility of cross-selling opportunities to both companies. And the AG-I bit: BOS Distributions Pty Ltd ("BOS Distributions"), a wholly owned subsidiary of BOS GLOBAL Holdings Limited ("BOS"), has signed a binding Heads of Agreement with Ag-I Solutions Limited ("Ag-I Solutions") to secure distribution of Ag-I Solutions products.. The agreement provides for global master distribution rights to be granted to BOS Distributions including the exclusive rights to brand, market and resell Ag-I Solutions products and intellectual property globally, excluding the territory of Malaysia. It will also provide BOS with first option to acquire existing, future and jointly developed intellectual property. AGI Solutions (www.ag-isolutions.com) is a software development and licensing business headquartered in Hong Kong with a portfolio of successful, enterprise level cloud based solution products covering Records, Document, Workflow and Meeting Management.
what has made me worried has been reading the RNS backward. really sounds a lot like BOS shopping for re-selling deals and coming across ag-i solutions.
yes, we are back to the 52 wks low - good job BOS BOD. Range 2.75 - 3.70 52 week 2.75 - 20.12
If you are as wrong as in judging me, good luck to you. I may sound delusional. How would you sound being invested in this at a 10.0638 average? Tell me you have trust in the current BOD - what's their experience in leading tech? Have you checked who's on linkedin for BOS? Of 16 employees all directors, leaders, VPs - and 2 engineers. The only reason I'm not out is that at this point I may well loose everything. Lack of any substantial product news or commercial news is worrying. I didn't invest in BOS with target to have to hope for some return from indirect ownership in CD. I do feel I shall have read RNS more carefully - hence can only blame myself. GLA - since I'm still invested anyway
I had hoped for this. I'm not convinced at all anymore. Seems BOS has simply dressed up someone else's poor products (ag-i) for clerical staff work patterns. Remind they mention in RNS the focus on introducing product in call centers ... that's no industrial digitalization top end. lost really faith. should have sold long time ago - now stuck with loss
It's the first time I feel like I shall agree on such view.
checked twitter, fb, linkedin - all quiet since months now - doesn't sound good at all. not a single operational update for months now. lots of bla bla bla - lots of reshuffling, and have to say the current line up in BOS BOD is really lame
yes - it is crazy - Got quoted 4.9 to buy
aren't we due an update? anyone knows when this shall land RNS?
I think you're wrongly putting Apple products and market in direct competition with Imagination's. Having GPU IP doesn't make anyone any closer to compete with Apple's products. Apple is not GPUs. Apple is innovation and brand desirability - that's where competition would have to beat them. Doubt the defining winning point for a competitor would be accessing IMG GPU IPs.
All the Chinese will "potentially" know is obsolete technology not leveraged anymore by Apple. Hence irrelevant. Potentially cause licensing agreements between APPLE and IMG may be bind by exclusivity and non-reuse terms for years to go. And you won't want to breech those agreements, you won't want to be taken to court by Apple.
I think those that keep talking of Apple worries of law suits or Apple bidding vs Chinese need be reminded who Apple is. A market cap as of today of 804 B$. Cash in hands for 261.5 B$ as of their 2Q17 (Aug'17) results. Those numbers frighten anyone thinking of taking them to court since they would actually thank you for helping them getting rid of some of their cash to pay their lawyers. And, they have no interest in a bid war when they can simply have their own GPU with perfected blocks to tackle what they really need today: AI capabilities. That they need way more than IMG IPs for Graphics. The cash they have in hands helps them hiring the top in the industry and licensing whatever they may need to, from whoever they may need to. You need to ask yourselves if IMG has been innovating enough their IPs to be of real value to the top end of the technology spectrum (i.e. Apple), rather than to maybe lower tier vendors. I think this sale will conclude and everyone will be happy IMG managed to minimize the losses of shareholders at high entry level, and giving gains to those that speculated on the dip of the past months. IMHO.
What has robotic process automation necessary got to do with AI? Why are you expecting AI to have to appear in PRSM products at all? The baseline applications of PRSM core technology do not justify nor require use of Neural Networks techniques to be implemented and work. BUT, PRSM is well positioned to actually enable access to AI for collateral tasks with larger benefit to Corporations once the automation layer (the one PRSM focuses on) is deployed in between the AI based tools and the Corporations output tools.
I also think this is what is happening. The most logical explanation to the events and communication since yesterday. And the most logical, from an entrepreneurship perspective, in MT's shoes if BOS is really picking up and with CD being the biggest fish in this 2-fishes tank game...
I'm invested here, and I'm considering dumping this now. I don't believe at all in Government opposition to T/O. The UK is not in the position of being picky, with the ongoing Brexit mess. Last thing they want is to see a company filing for bankruptcy. They will not interfere with any buyer, from any geography, there are no risk from a competitive landscape perspective nor from a security perspective in a T/O of IMG. What worries me is the late trend of the SP. The very recent 52 weeks low of 76 I'm afraid will be adopted as a reference for premium calculation by bidders. And the fact we have seen the SP almost doubling on T/O speculation and then settle around 140 may mean the market does see this as a fair offer value. Hence why I feel most of the gain is now factored in and considering selling now. The fact is I can't find substantial reasons to dismantle this view. With Apple dumping IMG loads of revenues have gone. What's left is not really much, and focused on Eastern (Chinese) smartphones. How much margin and profit is in there? Patents wise: Apple is going to fight in courts. They do not need to acquire IMG to kill them. All they need is keep taking away their talents (as they have already abundantly done and will do more aggressively now they have an office just across the street). Fees settling in courts will sort the patents issue (Apple has got enough cash to settle any fee). ARM has got their own technology and patents. No need to absorb IMG. This leaves China. And China snatches things cheap. Look at recent SEPU T/O by Hytera. Happy to hear others' views.
I think the move to enable cloud platforms execution of the SW can have significant impact on scale of both addressable market and roll out rate growth. The fact they also select a training partner is important and contextual to support fast growth in deployment. These seem both to be measures potentially driven by early customers' feedback RE their needs. From http:// fortune.com/2017/06/07/blue-prism-bots/ On Wednesday, the company is announcing a new version of its software that will run on public clouds like Amazon Web Services, Microsoft Azure, and Google Cloud Platform. Blue Prism's software until now has typically run on customers' own servers. From: http: //www.businesswire.com/news/home/20170613005302/en/Symphony-Ventures-Accredited-Blue-Prism-Training-Partner BOSTON--(BUSINESS WIRE)--Symphony Ventures, the world leader in enterprise digital transformation, today announced it has been certified as a global training partner of Blue Prism. As the largest robotic process automation (RPA) pureplay specialist, Symphony is deeply experienced at training and developing best-in-class Blue Prism design and configuration talent, and uniquely qualified to help enterprises nurture their own RPA consultants to excel as members of in-house RPA Centers of Excellence.
I'm confused by where further risks shall be. The RNS speaks pretty clear: "Following further discussions with the German authorities, the parties have concluded that the notification from the Federal Ministry of Economic Affairs and Energy announced 5 May 2017 will not have implications for the timing of completion of the Acquisition" "and that, following the decision of the UK government not to refer the Acquisition to a second phase review by the UK's Competition and Markets Authority announced 12 May 2017, the parties intend to move forward with the completion of the Acquisition in accordance with the timetable below: Cancellation of trading in Sepura Shares 8.00 a.m. on 25 May 2017 Latest date for dispatch of cheques/settlement through CREST 14 days after the Effective Date" So, where would the further risks come from?
I've decided to hold tight. I'm hoping the new leadership has got good enough negotiating skills to be able to take approvals home.
unfortunately deadline of May 4th only applies to CMA handing over their review to Business Sec. - when he will take a decision is not defined.
TBH, in theory, any Country in which the Sepura group is selling anything into emergency networks/devices could trigger a national security/public interest review. So this is not unexpected, what is driving me crazy is the timing! They knew since months, why waking up this late.