Skillcast Share Discussion Threads

[rolo7] 29/4/2024 11:40

Presentation on investor meets at 12pm

[solarno lopez] 25/4/2024 08:09

Skillcast Group PLC Results for the 12 months ended 31 December 2023

[petewy] 10/2/2024 19:47

Trading updated last week:
The Group's revenue for 2023 is expected to be c. £11.3 million, 15% higher than the previous year (2022: £9.8 million). The revenue growth is entirely organic and driven by strong growth in recurring subscription revenues, which increased by 28% to £8.5 million (2022: £6.7 million). Recurring subscription revenues represented 76% of total Group revenues in 2023 (2022: 68%). Professional services revenues were 12% below the previous year at £2.8 million (2022: £3.1 million).

Healthy recurring revs

[petewy] 01/12/2023 20:49

started to move back up

[melloteam] 02/11/2023 19:33

Just to let shareholders and prospective investors know that Skillcast will be one of the companies presenting at MelloLondon.

The event will take place at the Clayton Conference Centre, Chiswick on Wednesday 29th and Thursday 30th November, where you can expect over 700 investors, 50 Aim listed companies and 10 or so Trusts and Funds.

Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

For more information, visit

[solarno lopez] 03/3/2023 13:55

tick up well sort of

[solarno lopez] 26/1/2023 08:06

Positive update

[solarno lopez] 29/12/2022 12:25

!FOLLOWFEED

[melloteam] 28/10/2022 00:49

Just to let shareholders and prospective investors know that Skillcast will be one of the companies presenting at MelloLondon, the two-day investor conference on Wednesday 16th and Thursday 17th November 2022. The event will also feature top quality keynote speakers such as Lord Lee, Katie Potts, Andy Brough, Gervais Williams and many more. You can also expect educational workshops and panel sessions; 50 exhibiting companies; and over 100 company presentations.

For more information, click here:

Tickets for 1 day are £99 and tickets for 2 days are £159. To get 50% off, use code MMTADVFN50.

[hydrus] 27/7/2022 15:34

Will get round to that Multi - at least it now has a board to discuss as a starter for ten.I think it's probably quite cheap. They made £1m net profits in 2020 and now their revenue is a fair bit higher. Investing for growth is of course the right approach. Gross margins are decent and as they say this software is non-discretionary. A big cash pile to invest and potentially to acquire. Very illiquid stock though with the Directors owning more than 60%. I don't mind that and I'd expect in time some of that to be placed with institutions.

[multibagger] 27/7/2022 11:36

Many thanks Hydrus for flagging this up and setting up the BB thread.

Shall take a look - I did very well out of IDEA and also had a look at GRC which is in the same compliance and regulatory software space. Also held LTG for a long time....this could become an acquisition for LTG sometime in the future...

70% recurrent revenue looks tasty !

Maybe worth adding some links to the Company website and adding the RNS feeds and Charts etc in the Header section do you think ?

Kind regards
Multi

[hydrus] 27/7/2022 10:32

Interesting little company growing quite quickly and likely to be ok in a recession as their software is for mandatory compliance training/management. Founders still running the company. Good Glassdoor reviews - 4.8/5 score.

[hydrus] 27/7/2022 10:29

Skillcast corporate compliance software. Floated at 37p on 1/12/21 now 23p mainly due to market malaise plus potentially steep IPO price. c£20m mcap with £7.5m net cash and recurring revenues growing at 30% plus per annum making up c70% of revenues. Founder owned and operated.