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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Opsec | OSG | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 56.00 | 01:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 56.00 |
| Top Posts |
|---|
Posted at 09/6/2011 08:33 by hyscore2 Confusing is the word! I am a very amateur investor with limited exposure to these kind of things but I must say that either senility is advancing faster than I thought or else the communications we have received from the company could and should have been a great deal clearer! |
Posted at 31/5/2011 10:23 by bearfoot Harrogate, thanks fore the insight/info. I (and Mrs Bearfoot) also voted against.... we were called by Orca out of the blue as well and asked to fill vote for the offer and return the forms. However, when I said that the offer did not represent value for the bsuiness (as an investor from Applied Hollographic days) and that I concurred with KP/Herald's views/position the caller said 'she understood'. I agree that a higher bid will be necessary to win this assuming they are prepared to go this route..... |
Posted at 13/11/2010 12:16 by diku The new investor will probably facilitate with the management to invite US bidders... |
Posted at 12/11/2010 12:32 by harrogate Hard to argue really. The one thing that is stopping me selling is the sales growth..it is pretty impressive and if they did £20m+ in H2 the annual growth is not to be sniffed at. In the market they are in that makes them a bid target and a rare entry into brand protection Deals have been done at 2 or 3 times revenue in this market in the past. But you are right we are below management and the new investor in the pecking order. Also the MMs seem to be absorbing a lot of selling in the last week or so ..Curious to understand that. |
Posted at 30/7/2010 11:25 by harrogate I spoke to the FD who I met many years ago and told him he could have mine for 40p ...he said he was hoping for a good deal more!!I agree with the thought on the new investor. I still see a chance here of an MBO backed by them. I asked about broker coverage and they know they need some proper coverage and it will be addressed. Not selling yet. In fact I bought some more at 32p last week. in the hope that the AGM statement would be good |
Posted at 30/7/2010 11:05 by seahorseleisure O yea of little faith harrogate! My 40p looking possible now! (albiet 6 months late and creeping there slowly!)In all seriousness, we have to hope / exepct that the new investors are looking for decent returns on thier money and to get this are doing a lot behind the scenes. This, coupled with robust trading might get us a decent uplift over the coming months. Might not sell out at 40P after all :-) Cheers SH |
Posted at 04/6/2010 07:23 by harrogate I agree they have had a lot of market weakness to deal with but they have made some real mistakes, as you say they overpaid for the acquisitions and got themselves into a mess with the bank which has cost a lot to sort and remains expensive. But I really like the new investor and I am sure they will shake up the board ..we needed some new blood. I have looked at the results in more detail and I think we could be in for a good year. Sales will benefit from $ rate and the wording on the results suggest that sales are well up on last year...Maybe £40m+ Margins were actually 46% in H2 which showed the volume impact on the reduced cost base ..if this continues we will be in good shape with the costs as they are Opex ... they seem to have this under control and so the margin should flow through to the bottom line The JV which was disappointing ... This is really a Microsoft thing and I can't believe with Windows 7 the contribution from this is not going to be better this year. I would really like a broker to issue some guidance and I am going to contact the FD to see if they intend to get some coverage ..without it we may have to wait until the interims in November. I still believe that this is a quoted company that should be private and I can see Investcorp sorting that out so they can structure deals in a way that quoted companies couldn't. I am very bullish on this at the moment and if it falls back from here will get a few more. |
Posted at 22/1/2008 07:46 by harrogate This is now too cheap - Here's whyThere is a large amount of M&A action in this area now - See attached which shows the recent acquisition of ABNH ( American Bank Note Holographics ) - a very similar company to OSG It was bought for $138m - sales of about $30m - earnings of say $8m - OSG should be twice as high as it is and I think if it isn't soon then they will be bought or do an MBO - Private Equity are all over this area at the moment. I am buying some more |
Posted at 08/12/2006 12:43 by marketmarauder From Investors Chronicle today........Tips: *Buy - Allied Irish Bank (ALBK.L), Morgan Sindall (MGNS.L), TravelZest (TVZ.L) and Opsec Security (OSG.L). *Sell - Chemring (CHG.L) and Highland Gold (HGM.L). |
Posted at 08/11/2006 12:43 by hedgehunter Yup here it is............OpSec - STRONG BUY Companies: OSG 07/11/2006 Growth Company Investor recommendation OpSec the anti-counterfeiting counter backed at 42.5p earlier this year when known as Applied Optical Technologies merits closer investor inspection ahead of forthcoming half time figures to September. Last year proved a watershed, with the company moving into the black with a £1.7m full year profit scored on £25.4m sales, under the stewardship of chief executive Mark Turnage. And quite simply, the company continues to go great guns. A recent pre-close update, ahead of the interims, boasted that figures for the year to March would be 'significantly' ahead of forecasts. The European operations have performed strongly, and the interims will show dramatic improvement year-on-year. And though the American operations experienced a slow first quarter, business picked up markedly in the second quarter. Turnage is clearly delighted with June acquisition GenuOne, bought for £7m in cash, which provides anti-counterfeiting software that allows brand owners to monitor and protect their products and brands across auction sites like eBay. Fundamentally important to the brand protection business, the acquisition has created a unique company 'able to meet the needs of global brand owners in both the online and supply chain environments'. 3dcd, the group's 50-50 joint venture with Technicolor, also had a remarkable first half, with Microsoft's imminent software launch having buoyed business. For March 2007, upgraded forecasts suggest pre-tax profits of £3.8m from approaching £31m sales, and earnings of 5.2p, placing the shares on a forward price-to-earnings multiple of 12.1. That is way too low for a cash-rich growth company with global brands on its client list. Buy. James Crux Market cap: £33.6m PE Forecast: 12.1 Share price: 63p |
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