Hi Derek ...why could critical ...not be so critical ... Reason why someone buying % ... maybe the critical ... |
The historic figures on Stockopedia are similar. With the acute seasonality one has to decide whether to go with Forecasts - or not..With their prodigious rate of Revenue growth (and hence Working Capital demands) there will IMO be continuing cash calls, unless either in order of attractiveness (1) alternative non-equity funding is forthcoming, a (2) partial equity disposal is arranged, (3) dramatically better settlement terms can be negotiated, accepting some GM erosion, or (4) the revenue growth trajectory slackens. Maybe there other options? |
And, for what it's worth, I've posted more than once that I had a significant buy in February 2020 at 3.2p, so 200% up now. But I feel that progress since then really suggests that that should be higher still. As far as Aniruddha's departure is concerned, I agree that it's a bit like musical chairs at times in India, but his role is quite a critical one at this particular juncture, so I hope we will hear news of a high quality replacement sometime this week.
But whatever, thanks TF (and others) for the upbeat assessment of where we are now and where we are heading. Your analysis is what keeps me sane.🤞 |
31 Mar '24 Taken from LSE IFRS
Operating Margin : (22.45%)
Return on Capital Employed : (47.27%)
Net Asset Value per Share : 2.59p
Something has to give here or they will be evermore cash calls.. |
Fair enough itt. I know I bought some at 2p or under. Thought I had posted. Best regards SBP |
Hi SBP
I'm not saying that I don't believe you (honestly, it makes no odds to me either way) but that's not strictly true. You posted at the end of Feb'20 and your next post was at the end of June'20.
For me, the only numbers that matter are the 'net profit/loss' figure and the one before the 'p' that each of my shares are worth.
Enjoy your weekend.
KR
ITT |
See the July FY results commentary, forecasting an ongoing Gross Margin of 35-40%. IMHO Cashflow/Working Capital/Funding is THE issue, not profitability per se. |
They will never increase anything if they keep pricing modules below cost just to get orders, they need to a decent profit margin or cut costs.. |
SBP: I bought-in on IPO day of 07.12.2005 at the post 200:1 consolidation equivalent of £50.00 ps - not that I am proud of it! On that basis I suppose I am down 99.81% - fortunately I averaged down a lot along the way...... |
My take on it is that in 5 years Revenue should have climbed nearly 1300%, during which Sales/Share will have climbed 700%, and Recurring Revenue% is off intoOrbit. Lots of ways at looking at numbers....,, |
I bought and posted that I had at the time. I’ve bought a lot more since at prices up to 26p (yes I bought some at the very peak!). It’s a waiting game. Like everyone else I am very bored of waiting but I still believe in the balance of probabilities that it will come good. Time will tell.
Best regards SBP |
Needing the share price to rise by 100% to return to a market cap that the company had 3 years ago is amazing. Amazingly bad.
I was 'lucky' enough to buy (quite a lot) in the 1.7p's in May'20 but that's history. Hardly anyone else was buying at that time because I was watching the trades like a hawk. However, it's funny reading these BBs now because everyone and his wife was buying at the same time (apparently).
Kind regards
ITT |
Or, share price up over 100% over 4 years. Amazing job this lot. Really does depend on perspective.
Best regards
SBP |
SP 65% down in 3 years with 50% dilution to boot. Perhaps we would stand a better chance if a few more hopped it and we got some fresh blood in. |
Hi DTB; job hopping seems to be part of the Indian culture - hopefully post will be re-filled or re-organised quickly..... |
Morning all. Just about to answer my own question. The one who is missing is Aniruddha Shahapure. He was the SVP Delivery & Operations. A pretty crucial role at this time I would have thought. Hopefully to be replaced with someone of similar pedigree. Any thoughts anyone? |
I would think they are buys |
Afternoon all. Just noticed that one of the 'Leadership' team has left the building. Can't recall who it is but there are only nine on there today and it was ten before. Anyone any inside info on that? |
Just out of curiosity, are those two 50k trades this morning buys or sells or do we not know?. |
Cyan Commode - regularly flushed! |
tightfist
Just out of interest, I have asked one of my HNWI friends (yes we all have them) if they would mention Cyan to their broker. I am due to have the broker's reply forwarded on. Very much looking forward to that read and might even share some of it. |
ITT; can you share your wisdom regarding (trashing?) their equity stakes, please. |
Hi Gizmo555
With JC & HP, there's always an excuse and there always will be.
That's what we'll see. |
Hi inthetin ...I look at cyan maybe on verge of having a realistic chance of increasing involvement into the largest upcoming Global projects = value....price is 9p..I've been worried for ages ....there is no reason for staying on uk market if you don't need cash ...let's see..... |
Regardless of all the noise that JC & HP create, the share price is 10% lower than it was a year ago and that's after a 13% dilution to boot (with more to come soon).
It's OK though because they've been paid their £700K - £800K during the same period and that's all that matters.
Great work. |
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