Member Info for skid35

The reason they shouldn't use "modest" is purely because it is relative and open to individual interpretation.
I welcome the conservative approach to the rns rather some of the hype you get elsewhere on AIM. In this case it does appear to be a deal which is relatively immaterial in the short term, the good news is that the volume of these individual deals is adding up - a proportion of which will not perform but some that will transform revenue

Some positives, gross margin / cash retention / market coming out of lockdown.
Key issue underlying loss excludes - depreciation, amortisation, share-based payments, 2019 PhD acquisition costs and foreign exchange variances on intercompany balance - so a hell of a lot impacting the P&L and share price.

Just you and me here!
At least she has plenty of her own cash at risk as well, surprised that the brokers actually bother with this share given the volume, but volume follows interest follows results.

Other thing I forgot to mention is that the business should have low working and fixed capital requirements, and "should" throw out a lot of free cash flow.

I knew from research they were huge, they actually have their uk offices round the corner from me in marlow.
Makes a great deal of sense now from an operational and working capital perspective from ethernity. Also for techtrnics to get involved they must see the value and potential of a sizable piece of business (compared to their billions of revenue), this gives a good deal of comfort.

hi tracy.
Was really confused at the time on techtronics as a distributor with their background in fairly simple low level equipment. Now understand if the volume is there at the level you describe this makes sense.

Hi nim.
Shareholder for about a year with a 3-5 year timeframe, relatively large holding of 20k shares as one of the few risk shares in my sipp. Recognise the historic p&l and cash burn, and the uncertainty of both timing and value of future revenue streams.

As an emea fd in the saas / software sector ( which has a similar business model) the mix of r&d costs, fixed and variable production costs and s&m overheads are key to the ability to quickly ramp profits at a higher % rate than sales. The major difference to software is s&m costs which scale at a much higher rate than opti.

As you say I may be wrong on owning this share, but the conversation is worthwhile and should have regular 6 month check on progress on this board, something I do mentally with results and communication anyway.

Assume there must be a break clause after x years, or on not staying with or close to an agreed marketing / development plan - but exclusive within this.

Software, always backended in the qtr and year so hopefully.
Hopefully juniper working on some big us deals.

Investors chronicle is unbelievably influential. As with most tippers, similar to gamblers, you only tend to here them talk about their wins.
I would like to see an article on all their loses and what went wrong.

serco waste management in maidenhead all over the place, just useless. hopefully penalties coming their way.

how can this company make money on track and trace if the contract is well structured ?

Interesting news from dominos uk today.

looking forward to this getting relisted to see where we are.

I cannot see why this has not gone past 60p on this news. I cannot understand when this went to 130p on no news, yet wallows around 55p now. Could do with a write up in tempus, questor or thisismoney to get new shareholders on board, even if they are following a crowd.
Key words here are exclusive and worldwide, this is a big player.
No further costs, just royalties flowing through over time, brilliant.

Very, very vague -when every cyber security is at the top of every cio this is very disappointing. Real need to change gear and leverage revenue through to the bottom line, unsure they have the management team to take this to the next level.

Seems to be an issue with a lot of listed smaller companies at the moment. Investors just staying on the side lines waiting for absolute certainty on actuals, rather than a forecast on good things to come. With so much uncertainty at the macro level, individual company positions are also being lost.

Tracy,
Firstly many thanks for all your industry knowledge.
Like small I have an average buy price of mid thirties, but not the volume!
I take reassurance from the history with prior companies on The management team, I cannot say this is at 100% though with the current cash position. I do like the lack of bulls##t and salesmanship in promoting the shares in the market, there does seem to be an underlying confidence that the technology will speak for itself eventually.
I have not worked out why an investment trust such as Herald, with its focus on technology with a dedicated research team, has not picked up a small shareholding - perhaps because it is Israeli rather than uk based.

Comp - what's on your buy list elsewhere ?

So appear to have missed the core summer months of picnics etc?

assume this would be with the results on tuesday

Thanks, I’m probably too late. Assume one of the knowledgeable contributors here will provide an update / commentary.