Member Info for skid35

Wool.
Please read what the contributors to this board are saying. There are no ridiculous rampers on this board and the advice and guidance is provided in good faith to point out relevant issues and concerns.
Please take the time to read the rns, accounts and other communications correctly - you constantly misstate these despite it being pointed out including by aquae.
As an early stage loss making company forward looking guidance is necessarily points towards (very positive) trends rather than absolute numbers, which is what investors should be looking at.
Stop obsessing on some relatively small costs. I would rather a £100k loss in 2021 than a £100k profit if they were developing multi million £ opportunities for 2022 and beyond, provided overall trends were positive. As I have said previously look at the potential revenue growth, high gross margin and relatively fixed operating costs and work out the possibilities.
A share price rise above your average is not dependent on achieving £1 of profit in 2021 although profitability will of course help.
I am very heavily invested and breakeven at 55p, I have therefore been at a loss for most of the time I have been invested. When I invested I knew that there would be timed interim and final updates / accounts and very little in the way of guidance, a volatile share price which would both over and under value the company at various times, and accepted this knowing the investment risk.
I sincerely hope the share price increases above your average on the rns, if it does I don't believe it will be for the reason you 100% expect it to but more the overall direction of travel.

Nothing to do with what you or I have as an average buy price.

You said they should provide an RNS to "steady the market" after poor price performance. I merely stated that the price has roughly traded between 50-60p for six months - the usual up and down of an AIM stock.

Wool.
The price has traded within a range mainly between 50-60p for six months now, the market does not need steadying.
A trading update of course is very welcome in the usual course of standard and timed rns communications.

Boom. Interesting reading about blue prism at the weekend going down the US route to ensure the value of the company is recognised

Without having provided an update on '20 numbers which have had an initial audit review is not appropriate to use this resourcing rns to comment on any degree of detail on 20 or 21 revenue or profit expectations.

Belgrano, well said. I sincerely hope wool doesn't sell as soon as he gets to breakeven on his shares.
Really looking forward to the rns with the full year numbers. The scalability of the business on profit on revenue growth is incredible - even though I see revenue growth and cashflow just as important as the level of profit in determining share price.

A little surprised at the lack lustre trading this morning.
- I think the rise came after the October / November orders update, the full year results confirm this rather than massively add to it.
- The company really does need to split out orders into new business and renewals to give investors some view to determine incremental revenue.
- There is little additional info on Dec deals (e.g. A South Asian telco buying through our partner .....), does this indicate renewals?
- Overall a very solid year, with a real step change in performance vs 2019.

Still very much under the radar. Even when there is an article on UK cyber stocks cns rarely, if ever, features. As a shareholder in MINI it is nice to see CNS as one of their larger holdings.
As well as good performance I still feel this night be a strong takeover target, either from juniper or a cyber firm looking to add ddos to provide a more complete portfolio of product / service.

Sheep, belgrano, bob.
Couldn't agree more.

Some downturn in share price on this rns, clearly has been a key part of a team with the ability to pick winners.
A t c 200p the discount to nav must be very large, stripping out cash it is just ridiculous. Looking forward to updates.

It's the acceleration of growth in q4 which really stands out as exceptional - possibly showing the operational management focus on running the business rather than chasing dreams.
If this was nasdaq listed share price would be at least x2. Looking forward to holding this stock in 2021 and further management updates.

Just being very picky - a little disappointed with the December orders number at about 3m having communicated the july- nov orders. It does look like they managed to close large deals earlier than usual - which is great for revenue and profit.
Overall yoy growth very impressive and with a much stronger h2. Building a great ARR and good cash management.
Would like to see an investor presentation from the bod going through both financials as well as strategy.
After some hairy moments now at a good profit on this stock, holding on for the medium term, hopefully a good bounce to move the trading range to around the 14-16p mark.

Wool.
There is no point anyone replying here as you are very set in your views. Please just wait for the rns with the trading update for '20, I doubt there will be much in the way of forward guidance.
You can then do the basic economics of the breakeven point with revenue, margin and fixed costs. Look forward to a discussion then.

Full year trading statement was 6 weeks after year end last year, hopefully sooner this year as the half year update was 2-3 weeks.
Hoping that the results are transformational both in terms of revenue growth and profit improvement to take the share price to another trading level.

After being happy with my 200k shares have been buying again to take this to 220k using dividends from other shares. I think the 5-10 contributors on this board have probably done the same over time.
Not worried at all on the general daily / weekly movements where there is no news. Looking forward to any small rns in h1 to take this higher, any more strategic rns with £ commitments should see a substantial rerating as I cannot see a lot of the contributors here being sellers.
Finally really surprised enet did not feature in any 2021 stock recommendation either within the press or the dodgier ramper types. At least we don't have the more loony contributors on this board....for now.

Belgrano.
Long term shareholder here so not too worried about the daily / weekly ups and downs.
I am however really surprised, with t their shareholding in stbx increasing since the end of the year, this hasn't held above at around 60p irrespective of no news on opti. Seeing a lot of really small tech and pharmaceutical companies really increasing their share price in the last two weeks with little trading history and as yet unfounded growth prospects, with the h2 expectations in the market I am wondering whether the results will either make little difference or give this a 10-20% push.
anyway, I'm back in next week of I can buy at these levels.

Brilliant timing from me yesterday stating I couldn't see why a professional investment manager would take a small stake !

Hi Alf.
I know you and I have "conversed " in the past on ltip etc.
Agree, great numbers in the circumstances and provides a great base for when everything opened up.
I think covid may have provided the change required, moving the strategy from "growth at any cost" as long as it benefits the ltip, to a more sensible strategy base on incremental sustainable growth and cashflow.
If it weren't for the ltip I would be a serious investor here.

Yes, the new CEO seems to be a "closer" who seems to have provided a step change to the company.
Market cap is not too steep when compared to immature listed SaaS companies, either in the UK or US where many appear overvalued.

Bid,
Nice to have you on board, I hope I have pointed you in the right direction but know from your contribution on the enet board you will have done your research so I am not to blame for any losses!
Like enet I think this has a good price floor (barring a major move in the overall market) with upside potential, but not at the same multiple potential.
Not as active a board, a few old timers who have been through the days of 3p who have hung on seeing potential through times when I doubted my investment. Key catalyst for me remains the juniper investment and channel, although this did take a couple of quarters to see pipeline conversion.

Looking forward to your active discussion on the board, hoping with the rns you will already be banking a 20-30% gain for a medium / long term hold.

Surprised.
I am putting forward the risks and opportunities, pluses and minuses which I do when looking at every share.
As a long term shareholder of course I am complaining that over a year's revenue is reversed due to poor contract and commercial management where risks were clearly ignored, tying up £15m of working capital for two years.
You and I both believe this company is worth more than 14p a share, coming from when it was 8p for a few days is no great shakes. As I say the BOD needs to re establish credibility and deliver - I am asking myself what would be the catalyst for an investment manager to build a stake of even one or two percent, the likes of you or I aren't going to drive this higher with a few grand.
If this goes above 14p I'll crack open a bottle. If the board see the company at a market cap based on a 14p or even 25p share price in a year's time they lack the confidence in their own ability.