Member Info for skid35

Petwilkinson.
I'm like yourself - but unsure whether I'm half full or empty.
Hopefully the dalliances with the abortive, time consuming and expensive takeover attempt and then putting themselves a up for sale have passed and the focus is now purely on performance.

Giancotti.
As an investor I hope you are correct.
Having worked primarily for American companies I would be terminated if I had communicated to someone outside the company in this way.

Anon.
Yes I am "staff" as an emea fd.

Wool.

1. All I have really stated is wait for the rns, see what 2020 looks like, see any guidance or if not extrapolate revenue, cost of sales and opex for 2021.
2. The fixation on the impact of one non exec (a replacement) and one additional staff member in this business misses the point in this business. A focus on this, assuming it will somehow have a magical impact on the share price is wrong. Getting angry on this and executive pay misses the point.pay
The main thing from the past year that has severely annoyed me was soh not understanding the sbtx sale was not revenue.
3. Yes I have taken losses on stocks, stupid enough to believe Woodford had great access to early stage companies in wpct as an example. I have a wide enough spread to hopefully offset gains and losses in line with the market.
4. I am heavily invested in two "risk" companies OPTI being one. This will be a long term holding of at least 2-3 years but expect to hold 5 years having been in for about 2 years gradually adding to my holding when the price falls. Not interested in ramping this, my views compared to IC / tempus / questor who really move markets are totally and completely irrelevent, those who follow share prophets and other such people need to research and understand markets and finance.

Wool.

From your comments you appear to not have a clue how this or any business operates managing short, medium and long term financial and strategic objectives and investments. This includes recruiting operational and strategic staff in a growing business which drive profit - believe it or not this is what growing companies do.
They also have to compete in a market for personnel, you honestly expect them to recruit against large food manufactuers / pharma with a contract which says we might not pay you your base pay this month or we have the option to take your company car away. Your use of the words "holiday pay" show you don't have a clue, I cannot remember this ever being used in my 35 years in business, holiday pay doesn't actually exist - you have an annual salary and agreed number of leave days.
The key KPI here is that the % cost increase is a fraction of the % revenue increase.

I know you got in too high, this is not the problem of the OPTI management or board.
You shouldn't invest a high proportion of your portfolio in a companies such as this if you cannot afford to, just stick it in a global tracker or balance your portfolio another way.

Wool.
The 50% loss reduction You are referring to is h119 vs h120, with the revenue growth now this is irrelevant if are somehow taking this 50% forward. The p&l is very highly leveraged.
You are constantly harping about the cost of a head of operations (which seems to be required to support the ramp of revenue) and a non exec director (with a great history in the pharma market) which is focused on future (non 21) revenue. On the director as this is a replacement the incremental cost is unknown as the old director has a consultancy contract of unknown value.
What will move the share price is a continuation in 2021 of the % revenue growth from 19 to 20 and h1 20 to h2 20. With high gross margins this should naturally flow down to profit, a difference of c £200k cost and profit (as an assumption form the incremental cost) to be frank is neither here not there if revenue growth continues.

"Investors suffer loss", this depends on what the investor bought for, your current loss is not necessarily shares by others. I am slightly in profit but, at the moment, trust the board the make the right cost decisions for the business and am very happy with these additional heads and costs.
As well as 2020 results hopefully they might provide a view of revenue and profit for 21 to reassure you these heads are required.

Wool,
Forget the prior advice, I think you should sell up a t a loss and move on - this share is not for you.
As a shareholder I am happy they are looking forward a couple of years and using cash / profit from existing products to develop additional revenue streams. Of course I would like to see a profit but not maximising profit to the detriment of business development. For 21 revenue growth will drive the share price, the level of profitability although important being secondary.

Sale price mainly on revenue growth.
Perversely share price a mix of revenue growth and profitability, as this is on a UK stock market.
My hope for results is strong revenue growth and associated kpis, as long as no cash raise and good guidance not that worried on profit.

Wool.
I have large holdings in my sipp for opti, cns, enet, boom, arix - all of which have been underwater by c 30-40% this year but all now in the black, at selective times have added to my holding in these shares. Not intending to sell at in 2021.
not a one way street Still underwater with kmk and myx but not in any panic here although there are issues at both companies.
Unsure why opti, even with the recent rise, is as low as it is - I do think AIM shares move up and down on confidence and sentiment and ramps on investor sites, rather than any changes in the underlying business opportunity which you need to focus on with opti.
Hopefully we will have a happy wool worth through 2021 with this share.

Wool, all I would say is don't sell out when you are back to breakeven, whenever that maybe. hopefully fy 20 results will see nearer or over what you paid. Just let this one play out in the medium term of 2-3 years, of course no guarantees here but I believe you will be rewarded.

Jolly.
I have a feeling December orders will continue from the strong q3 and excellent Oct / nov.
Hopefully this will take the price to c 15p, but may drift back as it did in q4.
Would love to see juniper take a larger stake in the company as a statement of intent / support.

I think it would be beneficial for cns to have an updated investor presentation and zoom call for smaller shareholders in q1, especially to provide a revenue rather than orders focus, a bottom line profit focus, cash and r&d.

Looking for other micro cap investments for next year in the technology sector on aim. A lot of companies with 2-4 times the market cap of enet competing with mediocre product competing against nasdaq big guys in crowded sectors, little opportunity for international expansion, small r&d, unproven management and needing a massive ramp in revenue to cover large sales costs. I simply cannot see a better opportunity than enet. The only similar company I own on this space is cns which is bubbling under at the moment awaiting a strong december.
It is nice to be at a 25% gain now on my 200k shares after the recent rise for my year end portfolio, but in no real hurry for maj or gains next year as long as it has a steady rise. I personally believe 22 will be the year where the business model will be reflected in the p&l with a major rerating and interest from investors chronicle, questor, tempus etc who "always knew it would be a winner" . Possibly may add with dividends from other investments through 21 on any major dips, I cannot see this happening though.

Tracy, I know you will but please keep us as informed in 21 as 20.
Dallo, please use your position and communication with enet as a significant shareholder to share any titbits. Thanks for your calmness this year, it was calming to see you not freaking out too much at the lows when you had so much more to loose than I did.

Monty - that's a big call ! What timeframe ?

Okay on aj bell

Thanks Bluerill,
By replicated elsewhere I was talking about further orders similar to bms rather than competitors. There are a number of applications which scour the internet to evaluate brand awareness, net promoter score etc - as this has a strong and immediate payback for the customer I can see this being very worthwhile.
I have a significant stake in another Israeli company Enet where the share price has dropped considerably since float (I have acquired post float and am in profit), but a different business model. Enet is run by deep techies who are not great at selling the company, something I quite like.

Bluerill.
Very interested in this company, it's market and potential.
My main worry is on AIM float prices and falls in the first year as they do not live up to the brokers hype.
Unsure whether to dip a toe in now as the bms rns was impressive if this can be replicated elsewhere.

Thanks, good "neutral" write up.

All,
Off the board until new year.
Thanks for the company on this board this year, even though the share price has fallen the board has remained civil, pleasant and very knowledgable with a sense of humour.
Looking forward to more investors finding this share next year with the price rise. I for one will just sit right on my shareholding next year and the next, gradually added to my holding through the year with my 200k at a decent profit.
Hopefully a better 21 than 20, my thoughts with those who have lost someone close.

Just wondering whether they will provide an orders update very early jan, and a full update mid Jan to include p&l.

Not exactly top of the leader board on volume !
Would have thought there might have been some pent up demand / sales