Stm Share Discussion Threads

[qs99] 25/3/2015 11:52

Nice little nudge up.....wonder if PI mags will cover this week?...won't take much IMO to get this motoring it is so tightly held...

[qs99] 19/3/2015 22:32

indeed, over 2m sold in one go! who were the sellers Nightingale ??

[sailing john] 17/3/2015 14:25

Seller declared - but who were the buyers or buyer?

[qs99] 17/3/2015 07:57

Yes I would think so, that is huge volume for this share, hopefully any seller now cleared with that sort of volume, so onwards and upwards IMO....cracking little company and once back on divi list should add yield to investment case ...DYOR etc

[sailing john] 16/3/2015 16:04

Massive volume (5.7m) being shifted at 32p and a fraction over

Presumably some holdings announcements to follow.

[qs99] 13/3/2015 14:47

So market cap under £16m

EBITDA £2.3m up 255%

Cash £5.7m (Ok it has a convertible loan note... as debt to be aware of)

no dividend, but statement IMO has me thinking of this FY for the first dividend payment but that is me guessing by tone of RNS...

Either way, IMO this is a growth story, chucking off cash and PEG must be very attractive.....not sure if Shares/IC have taken a look but wouldn't be surprised if they do as well.....just need a decent sized institution or two to want in to squeeze the price appropriately iMO!

[qs99] 11/3/2015 07:03

Or all 3....given growth rate they should be able to add a decent chunk again this year, hopefully get rid of any convertibles would be the better use IMO in the short-term....

[someuwin] 10/3/2015 14:49

Wonder what they'll do with their growing cash pile (£5.7m - up 43% on the year).

Dividends, share buybacks or acquisition?

[wjccghcc] 10/3/2015 13:29

Shouldn't they deduct the 2.6mm convertible (in l-t payables) from net cash? Bit obscure to have it only in the text.

[apfindley] 10/3/2015 13:06

Nice results here.Wonder how much OXS will rise when they win their arbitration for $500m to $1.2bill in cash settlement.

[jaykaytee] 10/3/2015 12:39

Great set of results.
Wonder what a fair price for the shares should be now?
Is 45p understated or overstated?

[cottoner] 10/3/2015 11:56

finnCap raised target from 30p to 45p.

[sladdjo] 10/3/2015 10:24

Thanks investorschampion, looks very good value at current levels

[someuwin] 10/3/2015 07:55

Amazing...

EBITDA +255%

Profit before taxation +635%

[qs99] 10/3/2015 07:11

wow results are pretty stunning IMO....£2.3m EBITDA and £5m net cash vs market cap of £14m!

[qs99] 06/3/2015 07:49

I think they may be next week, but obviously DYOR!

[someuwin] 05/3/2015 14:03

Yup - ticking back up ahead of results - which must be very close now.

[qs99] 27/2/2015 11:52

retracing its recent dip IMO by the looks of things...

[qs99] 25/2/2015 14:00

agreed. Roll on results...

[someuwin] 20/2/2015 10:30

Yes - results usually first week in March. So probaly less than 2 weeks to go.

Expecting interest to pick up soon.

[qs99] 14/2/2015 10:29

JKT I agree, last update was pretty bullish, net cash, growing profits, and very tightly held share. I believe that the results are due out early March or at least sometime in March so not long to wait (or get in IMO!)?

[jaykaytee] 10/2/2015 16:49

Took a punt here at 19p.
Still think it will go further.
Last update was very positive.

[qs99] 10/2/2015 14:55

I'm still in. Waiting for prelims in March I believe (DYOR etc)....reckon this has some nice momentum behind it, cash and profits moving forward. Convertible shares may be an issue, unless management can use cash to buy them back....IMO ....but otherwise, looking forward to the update...in the next few months.

[someuwin] 16/1/2015 09:47

This still looks cheap to me.

£5.5m cash.

Probably £2m+ profit.