Kalibrate Tech. Share Discussion Threads

[glasshalfull] 09/1/2015 13:16

I've also taken a few battlebus on that 25% pullback

The Full Year results came in ahead of expectations with confident outlook for this year. Hopefully shareprice weakness simply due to little newsflow since Sept release of results. Recurring revs also impressive and I like cross selling opportunities.

10 cents EPS forecast for this year & 14c next, with $9m net cash on the balance sheet.

Regards
GHF

[battlebus2] 09/1/2015 12:52

Bought a few in these, marked down for no apparent reason i can see with the last update from the co bullish. Any buying will push these higher imv.

[aishah] 02/11/2014 23:13

Looks fully valued on PER=17+ for June 2015 forecast imo. Might get a short term boost on Daily Mail coverage but wait to see how 2015 turns out as they adopt a SaaS model. dyor

[sjc] 02/11/2014 16:59

Busy chart, 2/3 retrace from 82p low =99p. 2/3 retrace from trendline bounce to recent high =104p.Trendline support and psychological 100p.Good article todays Mail. Recent v. low volumes,muted MACD and STOCHASTICS.But will oil price collapse adversely affect co ?
free stock charts from uk.advfn.com

[lozler] 18/9/2014 19:50

Don't want to get my hopes up but the chart looks similar to TUNG before it went into a nice uptrend.

[gucci] 17/9/2014 08:17

Kalibrate Technologies plc



("Kalibrate" or the "Group")



Director Shareholding



The Group was notified on 16 September 2014 that on 16 September 2014, Neville Davis, a Non-Executive Director of the Group, acquired 25,000 ordinary shares of 0.2 pence each in the Group ("Ordinary Shares") at a price of 122.1 pence per Ordinary Share.



Following this transaction, Mr Davis's beneficial interest in the Group is 25,000 Ordinary Shares representing 0.08 per cent. of the current issued share capital of the Group.

[rivaldo] 14/9/2014 14:20

I'm not a holder here, though it's on the watchlist, so thought I'd mention that KLBT got a brief mention in SCSW this weekend.

Unfortunately they've got their currencies mixed up. They say that forecasts are for 10p EPS this year to 30/6/15 and 14p EPS to 2016. However, the real forecasts are for 10 CENTS and 14.1 CENTS, i.e 6.1p EPS and 8.7p EPS two years out.

This obviously makes quite a difference, and on a current year P/E of 19 explains why I'm sitting on the sidelines at present!

I used to really like SCSW, but these kinds of mistakes are creeping in more regularly.

[bottomfisher] 09/9/2014 13:08

Results seem OK. But lack of dividend may have upset the market.

There is a video interview with Bob Stein, the ceo, on the Proactive investors website.

For some reason I can't post the link onto this message. Best to Google Proactive and then input KLBT into the search area and you should be able to find the video link

[wjccghcc] 09/9/2014 10:39

Looks more like profit taking on low volumes. Results were ahead of expectations if you strip out the flotation costs.

[gonedown] 09/9/2014 10:33

Result must have been poor -- down.

[lozler] 08/9/2014 13:33

Results tomorrow

[gucci] 26/8/2014 13:15

Kalibrate Technologies, which provides software services to petroleum retailers, said that underlying operating profits for the year ending June 30th should be "comfortably ahead" of market estimates.

The company, which floated on AIM in November, said that it has "performed strongly" during the period, helped by new and existing customer wins and growing recurring revenues.

Kalibrate expects revenues for the year to be "slightly in excess of current market expectations as the group's performance has remained strong throughout the second half".

This, combined with cost control, meant that underlying earnings before interest, tax, depreciation and amortisation should be well ahead of forecasts.

Chief Executive Bob Stein said that the company was set to enter the new financial year with a "healthy pipeline of prospects and a strong balance sheet".

Kalibrate's net cash position at the end of the year is expected to be around $9m

[a0148009] 25/8/2014 09:04

I am still a holder of Eurovestec after delisting and now quoted on the J P Jenkins unlisted and unquoted platform.

15/08/14

Eurovestech takes realised profits on KSS/Kalibrate Technologies to £27 million

Eurovestech is pleased to announce that it has sold 8.5% of Kalibrate at 114.6p a share for £3.2 million. The price represents a 45% premium to the November 2013 IPO price.

Following realisations in 2009, 2012 and 2013, this brings realised gains to £27 million. In 2003, Eurovestech purchased KSS for £1 million.

Eurovestech retains 11.5% of Kalibrate, which has a current stock market value of more than £4 million.



Azini Capital has acquired a total of 19% of Kalibrate's share capital. Eurovestech welcomes Azini to Kalibrate.

AO

[gucci] 22/8/2014 10:31

and again
heading for a breakout

[gucci] 21/8/2014 15:32

:-)
sooner than i expected

[lozler] 21/8/2014 08:24

Thanks for that, it really helped. Quite obviously the rise is because of my comment above! Haha just kidding - but as soon as the market notices the valuation here, i think we're all going to do well.

[gucci] 21/8/2014 08:24

:-)
back to 130 soon

[nurdin] 21/8/2014 08:23

A welcome move up this morning...

[bottomfisher] 20/8/2014 19:35

Not sure what to make of latest shareholding reshuffle since Azini Capital, which is now KLBT's second biggest shareholder with a 19% stake, has been described in the media as a specialist at buying stakes in early-stage companies from now-disillusioned original investors.
Azini appears to have taken up the 6m plus shares sold by Eurovestech, Robert Keith and Moore Capital. Eurovestech, which has nearly halved its stake to 11.5% stake, was one of KLBT's founding shareholders, and was expected to reduce its stake at some stage. I think Moore Capital, came in at the time of last year's IPO at 79p a share. Robert Keith, an investor, appears to have bought in after the IPO but then changed his mind.
The substantial change of shareholding less than a year after KLBT's IPO is a little unnerving at first sight. KLBT's reports its maiden results for the year ending 30 June 2014 on September 9th and there was nothing in its June 24th trading update to suggest that it was going to surprise on the downside. Indeed it expected to deliver revenue "slightly ahead of market expectations" and its underlying Ebitda was expected to be "comfortably ahead" of current market expectations.
Judging by its website Azini seems to be a reasonably experienced investor in technology companies. Typically, it holds investments for around 3 to 5 years, and likes to acquire greater than 10% holdings in businesses which have more than $10m of revenue. It aims to "liberate value by providing portfolio companies with the additional time and/or fresh capital required to realize maximum value".
Most of its investments are unquoted but it does own a 14.3% stake, worth around £7m, in another Aim-quoted stock - Amino Technologies, a designer of internet-enabled set-top boxes.
Invesco Perpetual remains KLBT's biggest shareholder with 35.4%, and KLBT's three biggest shareholders – Invesco Perpetual, Azini and Eurovestech – hold 65.9%. The next four institutions – Hargreave Hale, BlackRock, Henderson and F&C – own another20%.
Still unsure whether Anzini's arrival is a vote of confidence in KLBT's strategy/management, or a sign that something needs to change. Not having the same access to the company as the current institutions worth watching whether any more well known institutional names head for the exit.

[lozler] 20/8/2014 19:18

If the company now has 5.4M ($9M) in cash, that's a 24% increase from last year and covers 14.5% of their market cap alone. Even with last years pre tax profit and 1.5M cash, they would be able to buy their own company in 8 years which is astonishing. Will be interesting to see brokers targets after the results are released next month.