Smartspace Software Share Discussion Threads

[cordwainer] 03/8/2020 15:48

New customers inevitable imho. Upfront marketing couldn't be better, but they have to live up to it now to sustain key partnerships.
Ideally would like to see that Swiped On and Space Connect and Evoko etc are technically forming a fully integrated, perfectly dove-tailed and standardised modular package system now, on an almost plug and play basis, i.e. I'm hoping they're not having to hack things together in a more bespoke way on a client-by-client basis. The latter would reduce scalability to some extent. In the real world with software it can be tricky or against temptation to deliver good individual customer service without negating the standardised packaged approach.

[ali47fish] 03/8/2020 14:42

is this rise sustainable because i want to add after having been in the doldrums

[cheshire man] 03/8/2020 14:20

Nice move :-)

[cheshire man] 03/8/2020 11:10

Took a few on that TU, think we have a bright future here so happy to tuck away and see where it takes me :-)

[36jay] 02/8/2020 10:16

£5 a share value after Mega deal.Long way to go.

[gleach23] 31/7/2020 19:20

Well no news first thing, wrote to IR for some clarificaton but didn't get any so when I saw the spread narrow I sold over half my position as a precaution. An hour later and the news comes out.

What sort of effing time is 12.09 for issuing an update?

Will focus on my remaining stake but somewhat miffed.

[daz] 31/7/2020 14:45

It looks likely that the Softcat distribution agreement could add a million or more in revenue and alongside the covid 19 sales opportunity and the improvement in swiped on, things look good, considering the market cap is only around £14m at 50p.
However, they don't say to what extent the company has benefited from the furlough scheme and VAT deferral, so I think the cash position may be misleading.

[intheknow69] 31/7/2020 12:35

That is a big RNS

[wole] 31/7/2020 12:19

Update sounds good - hope the progress continues. Clearly CV19 cash management is working.

At 30th July the Group had £1.7m of cash.
The Company had cash of £1.9m as at 20 April 2020.
Group cash at 31 December 2019 was £3.2 million.

[gleach23] 30/7/2020 18:58

Should have some news in the morning then. Encouraging to see a tick up today in advance on some decent volume.

[gleach23] 20/7/2020 17:39

That's my understanding OutlawInvestor. They should either be issuing Final results or an RNS advising of such an extension by the end of July - ie a week on Fri.

I suppose the closer it gets to that day the more the chance it's an extension?

[cordwainer] 20/7/2020 15:54

last years interim results were released at end of october.

[outlawinvestor] 20/7/2020 07:24

Don't these chaps have to publish their results by the end of the month, or apply for an extension?

[outlawinvestor] 15/7/2020 00:13

^ I took a quote - can sell @ 32.675 and buy @ 32.93... The chart is not as blue as it looks.

[cordwainer] 29/6/2020 09:00

did hsbc take notifiable positions here on a few previous occasions ? edit- nvm, was on wrong page

[ali47fish] 29/5/2020 14:28

very cogent comments above -i will wait for an rns- i hve been here since the time of comms or synety

[weatherman] 29/5/2020 13:59

I would like to see evidence of positive cash flow and an end to the cash drain before reinvesting.

[horndean eagle] 29/5/2020 13:15

SMRT does actually have an opportunity to benefit from Covid chaos. Not really been picked up by many who are chasing covid plays. Management are waiting for tangible results to flow through before updating market. Very much unlike most other companies trying to jump on the bandwagon.

[hodhasharon] 29/5/2020 10:31

Buying on retrace to 30p.