Member Info for Vulcan998

.....with a progressive dividend - great place to be invested during these uncertain times!

Sorry did not see the calculation in the previous text - I may be exagerating

So using the 60% return to shareholder policy PLUS have used previously; the full year total dividend could be as much as £4.50p per share ($1Bn cash, 106M shares in circulation, 60% divi)........so even at these prices this could yield 30%.......seriously underpriced.........

Are my sums correct?

I am looking at this share as a possible investment BUT what I do not understand is what drives the revenue? Is the App itself licenced on payable basis? Or does the hospital buy the overall capability and pay for unlimited user licences?
I am trying to understand how the revenue will scale upwards over time with more users/hospitals using

This is not good practice - I would normally think there will be bad news with this type of late release but a quick read suggests it is OK.
Due to growth in the last 12 months difficult to compare to last financial year - the issue I see is that the costs have gone up a lot especially the advisory fees. Revenue and profit cover these BUT it looks a little like they are paying their chums a lot for the advice......
Cash looks to only be c£9M at end of year BUT they have disguised the final figure and do not show it clearly.
Revenue and profit do seem good as does NAV increase

What do other people think? I like this share as a "steady Eddy" fairly resistant to economic issues - they do mention a c15% decrease in live and advertising fees due to pandemic though

that would be nice - some more beer tokens for Saturday!

Looking at the way the price is moving (I do not have L2 data) it seems there is a large buy order (or orders) being worked at the moment - every time it tries to go down because of sells it stabilises again around 2.2p..............

>>>https://www.bbc.co.uk/news/science-environment-53257101

....for a Friday. Must be some news coming. Now +29%

This picture in the Daily Mail shows the testing for both IGG and IGM
>>>>https://t.co/iJa5NnpXvf?amp=1

the version of the test my wife did yesterday tested for both IGM and IGG

Just FYI my wife is taking part in a research project associated with COVID and as part of this she received one of the ODX lateral flow tests and completed it yesterday........easy to use. Result for us came quickly (negative) - instructions state results take 10 mins but make sure to check result before 15 mins (I assume for positive results lines may start to smear..........

<<<https://www.dailymail.co.uk/news/article-8438109/Inhaler-lets-coronavirus-victims-treat-trialled-UK.html

Yes growth seems great and profit margin seems good - but costs seem too high. Admittedly they said c24months ago they would be building a sales/marketing team globally and this would cost a lot.

I have sat in meetings as a potential customer of RPA (not PRSM) and they often effectively give away a taster of the product, limited to a specific issue along with a professional services person to help the customer learn the product. The expectation (hope) is that the customer will like it a lot and roll iit out more widely leading to upsells......if the 110% refers to this they are not doing very well and the customer retention could all be based upon the free/low cost taster activity perhaps.
Having seen these products in real use they are excellent. Do save time and effort. Improve quality BUT they threaten traditional ways of working / departments budgets / people and often cannot make headway against this resistance......
I am still in two minds on this company

I have been in and out of this share over the last 18 months. I am currently not invested as I am worried about the new sales pipeline given the CV19 downturn impacting companies...........though there is a counter argument saying companies wil need RPA to reduce costs post CV19.......
However looking at today's results I see ongoing cash burn and losses despite the increase in sales and profit margin.
When do you think this will become profitable?

It is a cautious update - obviously a very strong year so far BUT they are worried about the coming recession / unemployment impacting disposable incomes for games.......Definitely a share to continue holding for me.

Impressive contract win.........seems we are the pick of the bunch in the retail space for incident reporting / incident management

Results seem good and significant that streaming revenues are growing ........I bought in here as a safe haven with strong dividend in case there was a recession........I am happy that it has worked!

the ex employee with 45k 4p options.....nice little earner!

after a few days of decline since the peak - happening quickly.....news? someone buying in?