Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
..,The long term earnings per share growth for major biotechnology companies is an estimated 18%... http://www.frostrow.com/wp-content/uploads/2013/12/The-Biotech-Grth-Tst-Half-Year-Accounts-2013.pdf The above rate suggests EPS will double in just over 4 yrs. Note also that this is the just the projection for major companies and that BIOG uses it's expertise to select smaller companies too. Smaller companies could have yet higher growth rates! At some stage the PE might also increase to reflect the EPS growth. It's not inconceivable that this Trust could yet triple or more over the next 4 years...
Crediting to Willow on the triple I site: "Berenberg said in their note of 6th Dec they expected Opay to secure Principal membership by mid-2014 so they are well ahead of that timeframe. Berenberg estimated having this would add around $5-6m to Netbanx's EBITDA. Given they are valuing Opay at x13 2015 EBITDA, this announcement should theoretically add 7% to Opay's market cap."
Yes Dibs. I really can't quantify it but is clearly another example of our company doing the right thing.
Optimal Payments Announces Merchant Acquiring Agreements with MasterCard Europe and Visa Europe Increases Penetration in New and Current Markets while Improving our Competitive Position LONDON, MONTREAL and NEW YORK (January 9, 2014) - Optimal Payments (LSE AIM: OPAY), a leading global online payment solutions provider, today announces that it has obtained principal membership status for merchant acquiring from MasterCard Europe and Visa Europe. The new merchant acquiring agreements are consistent with Optimal's strategy to strengthen and differentiate its products and follow the December 2012 announcement that principal membership had been obtained from MasterCard for card issuance. The agreements with MasterCard Europe and Visa Europe will allow Optimal Payments to directly acquire merchant accounts without the need for an acquiring bank, and process Visa and MasterCard payment transactions in the UK and the European Union for Optimal merchants. This is expected to lead to improved margins and competitiveness for the NETBANX offering. Joel Leonoff, president and CEO of Optimal Payments, commented: "Becoming a principal member of both payment schemes in Europe will help to increase market penetration and maximise our profitability in one of our key markets, by providing us with a more competitive framework and further underlining our leading position in global on-line payment processing. We are extremely excited about this accomplishment and are looking forward to the benefits that should materialise as a result."
"The accidental investor". Hmmm....Is there anything else you're in by accident?
Thanks dibs and good morning. When all of Synety and Coms is played out I'd like to track you down and thank you in person. I'm in Oz these days but will be passing through at some point.
The signals were there in the autumn. The company issued a trading update only 2 months after the interim results which confirmed the growth trend. Then the Directors all piled in with purchases. It's as if the trading update was published to clear the way for the a Directors to be able to buy.... Another lesson learned.....
If we continue to grow at 4 or 5 times pa, I can also see a placing in h2, simply to mitigate a capacity risk in good time. But again that will be for the very best of reasons and with the benefit of h1 results. If our American friends like it as we expect they will, then I'm sure they'd prefer to be dealing with a USA number and voice. Just a thought but I'd throw Canada into the USA equation as well.
Nice little article thanks. "when you spot something with a relatively low market cap that is starting to deliver very strong growth, it can be worth throwing away the valuation rule book and just buying. - See more at: http://www.stockopedia.com/content/small-cap-value-report-7-jan-2014-tpt-snty-netd-hat-cost-80291/#sthash.7FO0zxyC.dpuf" He could almost have written that from the info posted here this morning. Except he might have mentioned the strong director shareholdings and growth opportunities and customer trial success rate.....
It's a powerful marketing stat. The beauty of it of it is that the marketing challenge in the first instance is not to get people to buy- rather it is to get them just to try it. And the fact that more people choose to buy than do not is a powerful endorsement to encourage people across that first step.
Indeed bonker. I instructed my broker to top up with 1250 this morning after the terrific confirmation of trend in the results. He came back with it in two tranches such was the demand averaging 2.02 per share. I'm happy with that.
I listened to the earlier brr today and the difference in tone is notable. Simon is very upbeat. The key thing to take away (I am paraphrasing) is that 60% of people that trial the product! take the product.
If I try and speed read I sometimes find a specie of dyslexia comes on. Somewhere in the sentence with words partner and coming I perceived the word "cigar"
That's a logical resistance to test from a charting point of view. I'd hope there's room to move higher based on opinions implicit in previous highs - and I think results must wholly confirm those opinions.
Agreed Dibs. If current trend continues then 850k revenues x 4 x4 = 13.2 mill revenues by end 2015, less costs say 3 mill pa = EBITDA 10 mill at PE10 = 100mill MCAP. Or if PE to reflect growth 150 mill+. Ie 10 bagger in sight within 2 years. I'm not saying this will happen but it is sensible to extrapolate existing growth as a scenario. Ladies and gentlemen place your bets.
No matter. Just twist the bedpost and see where Synety take you.
S. Cleaver, chair, 3.74% M. Seemann, ch ex, 13.38% AG Ward, NED, 3.27% G Oehm, NED, ( not held directly but mellenckrodt own 8.92% and mr Oehm features large there) Data from company website significant shareholders page.
From annual report ended dec 2012: The Board believes that since January this year, the combined customer base of the additional integrated CRM platforms has increased CloudCall's addressable market from around 10,000 seats to over 1million in the UK and over 5 million seats worldwide. Further integrations are expected to be announced shortly. (Integrations proceeded apace in 2013) Synety's infrastructure has been enhanced to provide a scalable, “fully redundant”, high availability platform that has capacity for over 100,000 seats. (Current licences= 5,145. Note current users= 2,678. Not immediately sure on which is relevant figure for "seats" but either way, there seems significant upside before the next hardware threshold.)
Continuing sales into existing CRM platforms with benefit of references from existing customers Sales opportunities from further integrations to come "We are also beginning to see local demand in the USA, the world's largest CRM market" S. Cleaver, today.
At 31/7 we had a monthly cash burn of 186k pm (x12= 2,232k pa.) These results show the annualised recurring revenue is up nearly 5 times over the year and if looked at on a half yearly basis show consistent doubling (2.5 over first 6 months and 2.3 over second 6 months). If we extrapolate on a doubling basis we can hope for 31/6/14- 1,700k recurring revenue 31/12/14- 3,400k recurring revenue. Ie on current trend we would be in profit by the end of the year at circa 1 mill EBITDA which doesn't look too shabby against current mkt cap of around 10/11 mill. So a profitable company and justifiable market cap is in view. If the trend were to continue for a couple of years, things would get very exciting.... x2....x2.....?