Block Shield Share Discussion Threads

[sheeneqa] 23/4/2005 16:47

main competitors to BLS......... Including 3m group, laird tech,W L Gore and Chomerics.......

[sheeneqa] 23/4/2005 16:32

Positive trading statement last month, some institutions bought in above 120p..
been little in the way of selling since the trading statement......

I have been a buyer recently....Hope those 100+ salespeople have been busy, we will know at the end of may.....

Thought we might have had some news on rumoured contract wins ;)

[tyranosaurus] 23/4/2005 12:19

This board has gone deathly quiet.
Share price has come down a bit and I now think this company looks interesting.
Results due in about a month.
Any thoughts ?

[green sand] 04/4/2005 14:03

Looks as though BLS are testing a new web presentation, its a bit manic at times but has some useful info. The case study shows a considerable price advantage over conventional applications.



GS

[fieldbeans] 29/3/2005 08:14

Nice presentation by Rocky Arnold. Well found Green Sand. Good to see the list of high profile clients.

[green sand] 28/3/2005 11:25

I have been watching BLS for a few weeks trying to get a handle on the growth propects. Durlacher 19th Jan forcast EPS 1.54p this and 12.0p for next! If correct puts the forward PE at 11 which is imo very cheap for the growth rate indicated.

I have bought in following Thursday's trading statement,

"Revenues for the Fiscal Year have more than doubled over the previous year and
trebled over the Second Half as compared to the preceding six-month period."

"Overall, the Group has experienced a substantial increase in the rate of its
development that has seen it achieve a number of strategic goals across all
areas of its business divisions. Of particular importance has been the progress
achieved in expanding both its industrial capabilities and its business
relationships which have led to a strong growth in commercial sales and the
development of numerous, previously unforeseen, business opportunities."

The first paragraph lends some credence to the Durlacher forecasts, though I am having problems making sense out of the numbers as the interim statement was for an 8 month period to the end of Aug 04?

The first link below is a presentation given by Dr Arnold last month, whilst I don't understand all the technology, it makes interesting reading and does help to indicate the potential market size i.e. mega! The second one advertises a further presentation in May by Dr Montauti, nice to know they are getting out and spreading the word.





Good Luck

GS

[telecomstrader] 25/3/2005 16:01

afternoon guys. md will be wearing out shoe leather for the next couple of weeks presenting to the city. i predict 140+ very soon. also have a look at dat group (da.)my spies tell me something is afoot

[fieldbeans] 24/3/2005 22:20

Thought it was worth adding this excerpt from the December 2004 newsletter. A few months old now, but I don't think that it has been covered previously on this BB. It gives an idea of the future direction and scalability of the company:

"This Deep Coat acquisition adds 30,000 square feet of prime industrial space in the Chicago area along with seven automated & semi-automated workstations for vacuum deposition of various metals and metal layers on different dielectric substrates. The present industrial capacity of Deep Coat has been proven capable of supporting several million dollars of yearly revenues and it can be expanded many fold by virtue of the available space already predisposed to install more workstations. The alternative to work shifts is an additional capacity option. The manufacturing capacity of Deep Coat puts WaveZero in the top league among the leading global suppliers of Electro Magnetic shielding solutions obtained by metal deposition under vacuum. In addition, the consolidation of the two operations will provide synergistic technological, logistic and manufacturing capability. This further supports the metal coated plastic solutions already offered by WaveZero as electrical components for Electro Magnetic Interference suppression, also referred to as EMI Suppressors. Finally Deep Coat brings the additional valuable endowment in terms of intellectual property and proprietary know-how that have already made the company a leader in vacuum deposition of metals on plastic surfaces since 1981. On the marketing side of the business, Deep Coat brings to WaveZero an attractive business expansion and integration pathway to important markets as the Deep Coat customer base is primarily in the demanding defense and medical sectors of the industry. The product offering consists of deposition services and processes (metal coating the equipment structures of the customers). That complements WaveZero's core business of designing, manufacturing and selling finished products that fit into the category of electrical components for the suppression of EMI (EMI Suppressors) and for guided EM radiation (bi-dimensional film geometries for RF antennas). Deep Coat will continue as a freestanding business unit in view of continuing its mission and the expansion of its successful service and process business. At the same time additional/complementary work stations will be dedicated to WaveZero metal coating industrial needs for EMI Suppressor products and many other Electro Magnetic devices that can be innovatively realized on metal coated plastic. Both firms will pool their Intellectual Property, including leadership in vacuum deposition of metals on dielectrics, to synergize into a key global resource for customers demanding leading edge technology solutions. "

[sheeneqa] 24/3/2005 17:31

Thanks for that link fieldbeans gets me up to speed with BLS.......

One of the directors Ken Judge is a director of another stock I own HIF, in the resource sector, he is highly regarded......

[fieldbeans] 24/3/2005 15:59

Wavezero website has had a revamp. Much the same information as before and the video and newsletter are worth a look.

[sheeneqa] 24/3/2005 14:27

Nice quiet bb, they are always the best, bought myself a solid little amount of shares and expect a nice little profit in the next 12 mths.

See you at the top ;)

[thisonecouldrocket] 24/3/2005 09:34

Good for 1.40+ at least, a wonderstock with massive potential dyor.

[sheeneqa] 24/3/2005 08:37

Your spy network is rather good telecom, keep up the good work ;)

[fieldbeans] 24/3/2005 08:35

Excellent news.

[sheeneqa] 24/3/2005 07:51

The Group continued Market and Sales expansion

Two initial agreements were concluded in Asia in the Second Half: one for the
exploitation of the dispensed electro-conductive adhesive Technology (`DECA')
for applications in the Greater China market and for the creation of the first
metal deposition production line with a pilot installation in Hong Kong. Both
agreements brought immediate revenues and include future royalties. Other
initiatives are ongoing with potential partners in Asia.

In the meantime multiple repeat orders of EMC products have been increasingly
flowing in. In view of the rapid expansion of the Group's product offering and
penetration into new markets a Vice President of Global Sales, Jose Verger, was
added to the management team. Mr. Verger will be primarily responsible for
driving sales expansion of the EMC products and strategically positioning RFID
products for the best business exploitation.

Engineering achievements

In the Second Half, the design of the first automated machine for the DECA
attachment has been completed and the first 12 machines have been manufactured.
Three machines have already been sold and delivered and several more have been
assigned to partners or potential customers.

"The DECA Technology is a corner stone in the sales potential of Block Shield
because it provides competitive innovative industrial solutions both in the EMC
and in the RFID business applications," commented Dr. Antoniucci.



The growing endowment of Intellectual Property

In addition to the business achievement from additional DECA Technology
developments mentioned above, Deep Coat has brought to Block Shield a
considerable additional endowment of technology in the core strategic area of
metal deposition over polymer structures and substrates.

Finances

Funds received from revenue, together with existing committed loans are
sufficient to bring the company to profitability.

Looks very positive.......

[fieldbeans] 23/3/2005 17:15

7767, thanks. Is that part of their work on RFID tagging?

[7767] 23/3/2005 13:48

Don't have any other information.

[dunskey] 23/3/2005 13:23

I can see the advantage, but what does it cost and how does supermarket recover it? Any other info 7767?

[7767] 23/3/2005 12:30

To fieldbeans

BLS have a way of fixing a transmitter to polythene food wrappings which will transmit all the information regarding the prduct. ie date wrapped, weight price etc. a must for any supermarket.

[fieldbeans] 22/3/2005 17:38

7767, can you explain please?

[7767] 22/3/2005 11:14

Any one any idea when the information arial on food wrappings is likely to be marketed.

[thisonecouldrocket] 18/3/2005 09:40

Back on the upward path, money to be made imo. 1.40+

[dibbs] 17/3/2005 22:25

I guess that the EMI angle on its own is vast and driven by legislation and public desire for safe consumer electronics.
Then the RFID market is also a company maker IMO with retail and logistics giants wanting a cost effective solution ASAP.
Newsflow is key to BLS short term. Telecomstrader, Hope that your spies are right.

[thisonecouldrocket] 17/3/2005 21:51

Look -eVERy time the price has hit the dip, a rebound occurs. Looks good for 1.40 plus.

[thisonecouldrocket] 17/3/2005 21:40

Its simply a none lose situation with block shield. The idea of shielding harmful electronic devices from the user is enough secure a magnitude of electronic giants to sign on the dotted line.

thisonecouldrocket