Kalibrate Tech. Share Discussion Threads

[p1nkfish] 14/5/2014 23:39

Now has sub 100p written all over it imho.

[p1nkfish] 09/5/2014 20:41

and s/w is scalable at little incremental cost.

agree about valuations and trimmed holdings here even though I like the model.

left some money on the table for the next buyer.

good luck.

[yump] 08/5/2014 08:46

If I've got the right figures, earnings forecasts are about 4.9p to June 14 and then 5.7 to June 15. So that's about 20% growth for next year.

Have already got a fair few stocks on p/e's around 20+ and the main indices look like they might mark time for while or have a correction.

Tricky call. If a few more tips don't send it much higher, I'll wait.

I don't want to be caught with a load of fully valued stocks if there's a correction and there's a limit to how high p/e's will go in a market that's marking time.

In retrospect, shouldn't have bought some of those p/e 20's !

If market resumes upward path, I'll have a few nearer finals - it looks like a good quality business. Anything that increases profit for other companies and has some defendable USP's, has a good chance of long term growth.

[nurdin] 07/5/2014 16:13

Midas tip this sunday I reckon :o)

[interceptor2] 07/5/2014 16:02

KLBT are starting to come to the attention of investors now, as well as the thisis money article, SCSW and GCI are also keen.

[cfro] 07/5/2014 15:58

On the move today. :-)

[2breakout] 07/5/2014 14:35

Getting noticed -

[yump] 06/5/2014 08:57

Just like to thank those who are posting figures / research etc. Been following but, not bought in yet. Its taken a while to get my head around the effect of the exceptionals and what will happen to the figures when that's not in the mix / valuation etc. etc.

The research/figures posted have helped a lot.

[interceptor2] 06/5/2014 08:12

I thought the statement below from the last interim results was of interest, which means that the business is scalable beyond the petroleum industry.

"Over the course of 2014, we will aim to expand our data analytics to our existing clients in the petroleum retail industry as well as new clients in other industries."

And it will be interesting when future results are released, of the positive impact on margins from converting existing clients to a managed services contract. They thought in the admission statement that 100 existing pricing clients who would be suitable for a managed services offering, and had already secured 12 which was up from 8 at the start of the financial year.

[integer] 05/5/2014 20:42

Understood. I would just tend to be a bit cautious in extrapolating the contracts for a short 2m period. Lets hope they can continue at this pace though.

[glaws2] 05/5/2014 13:08

Integer - the 2300 site gain was a two month figure - I extrapolated to 13800 per annum. The 1300 loss was an annual figure.

[integer] 05/5/2014 13:04

Gaining 2300 site gross and losing 1300 gives a net gain of 1000 sites. Assuming prorata growth against the existing 44,000 sites is an increase of 2.3% meaning revenue increase of £221k pa not £2.75m. This assumes the same margin is earned which may not be the case but its a smaller impact nevertheless.

[glaws2] 05/5/2014 09:50

I have been doing some rough calculations to look at growth. From the admission document they had 44,000 pricing sites yielding a revenue of £9.6m in 2013. So £218 per site.

They have publicised 6 contract wins in March and April and these appear to amount to circa 2300 fuel sites (thanks IC2 for site numbers). This equates to £0.5m revenue - so if they get a constant run rate - £3m per annum.

They also state a customer retention of 97% so assume they lose 1300 sites per annum. Revenue increase of circa £2.75m per annum. Not surprising then that they are bullish on meeting full year expectations.

The only cloud on the horizon appears to be the end of the lock in period for certain shareholders at the end of November 2014.

[nurdin] 03/5/2014 10:34

cheers ic2...good info.

[saucepan] 03/5/2014 10:02

Impressive research, ic2; very helpful.

[interceptor2] 02/5/2014 19:08

Since the last interim results in March, KLBT have announced 6 new or additional contracts on their website. Which is an additional 2003 retail/fuel station to their network coverage.

In the admission document in November 2013, Kalibrate supported 44k sites, with an estimated 550k sites worldwide.

And they are cross selling to many of their existing customers, by offering a fully inclusive package managed by Kalibrate. What this will mean for increased margins, I wouldn't know until the next results due in August, unless we are given some figures in a trading update before.

[cfro] 02/5/2014 17:54

Wow, fantastic, ic2!

If ever there was a company quietly going about its business, then its this.

[interceptor2] 02/5/2014 16:23

Not only keeping up with events cfro, I have even done some investigation into the size of the contracts ;o)

The Wilcohess contract would cover appx 400 stations along the east coast of the USA. And the Deutsche Tamoil contract will cover 400 service stations in Germany. Deutsche Tamoil also operate in Holland, Spain and Italy, in 2009 they owned a total of 2881 service stations. So another 2000 stations to follow imo.

[whymps2] 02/5/2014 15:43

Thanks ic2

[interceptor2] 02/5/2014 14:19

Yet again more news of new business on the website, I have a feeling that the next trading update could be rather a positive one. :o)

hxxp://www.kalibratetech.com/Press_Releases/2014/28_Apr_2014.html

hxxp://www.kalibratetech.com/Press_Releases/2014/30_Apr_2014.html

[montynj] 30/4/2014 08:50

Sharewatch had recommended Kalibrate but note today's fantastic maiden results from their other tip this year. Gameaccount (GAME) Net Revenue increased by 123% to 12.3m (2012: 5.5m) .Ebitda1 from3.8m to 4.1m (2012: GBP0.3m. Pretax to GBP1.6m (2012: LossGBP1.0m). Eps to 0.04 (2012: 0.01Note the almost £17m cash and £4.1m EBITDA against the £59m m/cap.

[cfro] 28/4/2014 10:49

No idea, but good to see this whipping back up again. :0)

[nurdin] 28/4/2014 09:50

Tipped somewhere?

[cfro] 22/4/2014 07:48

Thanks ic2, business is obviously going well then. :0)