Crimson Tide Share Discussion Threads

[hazl] 05/3/2015 10:29

won't be long before this firm is recognised for a good future bet, in my opinion.
It is so small that understandably not noticed yet but I am willing to wait for some steady growth.

Good luck folks!

IMO

[hazl] 04/3/2015 09:52

monitor sorted

I see Morningstar have 2nd of April for interims

[hazl] 04/3/2015 09:02

anybody having trouble with their monitor?

[hazl] 03/3/2015 15:18

To be fair Moneyweek have noticed them previously and who knows....perhaps they

will write a piece again.8-)

[hazl] 03/3/2015 11:52

wouldn't be surprised if some of those recent trades are buys....despite the column....

can anybody confirm?

[hazl] 03/3/2015 10:58

I don't think people realise quite how versatile this company is, and of the moment:

'Crimson Tide, a leading developer of enterprise class mobile business solutions on subscription, has extended its contract with the National Centre for Hereditary Coagulation Disorders ("NCHCD") for a further three years. The Company's mpro5 haemophilia smartphone application has been released on the iOS and Android platforms, which gives patients greater choice and is expected to result in an increased number of individuals using the mobile technology. The subsequent value of this extension to the Company in terms of contracted revenues is €59,000 without revenue from further users.

The NCHCD, part of St James' Hospital, Dublin, is world renowned for its treatment of haemophilia, and started using the technology in 2010. Since its implementation over 115 individuals use the mpro smartphone application to manage their condition and patient compliance has increased significantly with regards to medication recording.

Whilst improved patient safety and medication traceability were the main driving forces behind NCHCD's decision to embrace the mobile technology, the organisation has made significant savings as a result of the reduction in medication wastage and the ability to monitor, in real-time, the frequency and rate at which patients infuse with CFCs (Clotting Factor Concentrates). Savings of over €70,000 were made after the first three months of implementation due to greater visibility of patient'



From an rns back over two years ago but clearly the contract has been extended until 2016.

imo

[hazl] 03/3/2015 10:37

found this on an old link....

'Helium also hold 18.02% and David Newton has a great track record of spotting underbroked, smallcaps that multibag.'

from safestocks.co.uk/wordpress

this is a relatively unnoticed little company....perhaps we will get a bit of footage now!

[hazl] 03/3/2015 09:09

its just an trading update as yet....looking forward to further announcements

going forward.8-0

[malcolmmm] 03/3/2015 08:40

Nice rise, just goes to show that a small investment can make a big return. See how they goand maybe add later on

[hazl] 03/3/2015 08:39

outlook seems good following progreess made


'The Roll out of mpro5 to the food and beverage company has gone well in Australia .The Company expects further expansion of this opportunity and the next deliveries are planned for Germany and North America. The client has expressed its satisfaction with the services provided. The Company continues to work on larger opportunities and is confident of progress. '

imo

[hazl] 03/3/2015 08:18

thanks mdchand interesting observations

[jonwig] 03/3/2015 08:17

21trader - there are forecasts on Digital Look, presumably from the NOMAD, W H Ireland:

(T/O, PBT, eps)
2014-12-31 1.22m 0.14m 0.03p
2015-12-31 1.38m 0.18m 0.04p
2016-12-31 1.78m 0.42m 0.09p

- so we can expect these to be revised, maybe after the full results.

[mdchand] 03/3/2015 08:13

Last interims mentioned 83% gross margins and 28% operating margins. Clearly these must have improved further leading to a highly cash generative position. Last interims showed positive net cash flow of 261k.

While these stats are nice to have, its the operational gearing of one or two big contracts that could literally move the mkt cap 100% in a day.

Anyway, nice confirmation of the global company rolling out mp5 outside Aus and into GERMANY and NORTH AMERICA. While no numbers are given, it must have the potential to be multiple times the contract size of Australia.

[hazl] 03/3/2015 08:09

21trader....its about the business going forward

for me and the growth potential

[hazl] 03/3/2015 08:08

' Barrie Whipp, Executive Chairman, commented: "2014 proved to be an excellent year of progress for the Company and as announced recently, we are in a strong cash position which gives us a platform to grow ambitiously. The opportunities in front of us are very exciting"

excellent!
wow caught me out this morning!


imo

[21trader] 03/3/2015 07:50

What is the actual forcast they are beating ?

It's just the interim profit is tiny and this is no 1-3 mil market cap so with the mark up already the valuation is going to be 7 mil+

[jonwig] 03/3/2015 07:18

Trading update for year to 31/12/14, and it's rather a good one ...



The global food company (still anonymous) is taking delivery. No clue to monthly per-user charge, which is a useful metric to compare contracts, I think.

[hazl] 02/3/2015 08:50

Yes I noticed Helium jonwig and well done for pointing it out

[jonwig] 02/3/2015 08:41

The involvement of Helium Special Situations Fund (over 20%, RNS 30 Jan) went unremarked here.

Helium (a hedge fund, I think) has an impressive record until recently, which has been dismal. See the chart here:



Any ideas as to NMS here? I bought 70k online, inside the spread last week. Small beer, but I don't want to get too carried away!

[hazl] 01/3/2015 09:35

Absolutely 8-)

[jonwig] 27/2/2015 20:04

Yes, it's certainly a versatile offering, and scalable.

You'll appreciate that my first post was more asking than asserting!

[hazl] 27/2/2015 18:27

Thanks jonwig.....I am not qualified to comment but I feel commonsense would say that it would seem to be above board having got this far.
There may be reasons why the time-scale have had to be extended.

The more I read the more I like what I see.
Look at this 'Healthcare and Medical app open day just a couple of months ago in New York....

[jonwig] 27/2/2015 16:26

hazl - even the last one? (!)

I saw the proactive video from late last year, and it's impressive that they've beavered away for nearly 20 years on a pretty low-key offering.
But I'm a bit puzzled about announcing a contract with a big food company which they aren't allowed to name.
That's fine - I know all about confidentiality clauses - but he did say they would be allowed to name around the end of the year. Is this less a contract, more a feasibility study?
Some clarity on that would be welcome. In the coming results?

[hazl] 27/2/2015 16:07

FOR THOSE new to Crimson Tide

here are some of the advantages of mpro5


'
What are the benefits of using mpro5 for my organisation?

Removal of paperwork !
Increased efficiency of business processes !
Increased productivity by staff !
Reduced errors & increased accuracy of data !
‘Real-timeR17; data capture !
No more hand-writing errors !
No more lost paperwork !
No more double entry of data !'
Instant report generation !
Increased cash flow as clients can be invoiced on same day as job completion !
Automatic email alerts once Jobs/Forms have been completed on mpro5 !
Increased customer satisfaction !
Reduced administration, paper, post, ink, fuel & filing costs !
Greener organisation !
Proof of work completion !


Their use of exclaimation-marks not mine!