Dillistone Share Discussion Threads

[clocktower] 21/5/2024 12:58

T101 it was half of that a couple of days before when the bid/offer was 10.5/11p but if the small sells continue, and there are no buyers, it could well slip back to 8/10p impo.

[clocktower] 15/5/2024 16:16

It is unusal to see such a tight spread on this stock.

[arthur_lame_stocks] 09/5/2024 13:12

Hedgehog, you've just proved something I never believed: it's nurture not nature.

[clocktower] 02/5/2024 13:33

Well it seems to be parked here for the next six months.

[clocktower] 01/5/2024 11:55

Bits of it S, In truth not impressed, even though I will continue to hold for the long term as I hope the company gets taken over and the the software is managed by a larger enterprise as they have not scratched the surface in the USA. Linkedin should buy them as it works well with their platform.

All they talk about is a tuff market, well thats when opportunities present themselives, as others go out of business, it is a huge market but you just have to make your mark.

[smithie6] 30/4/2024 21:32

I haven't watched it, you ?

[clocktower] 30/4/2024 16:34

So did anyone watch the presenration, and if so any comments.

[smithie6] 29/4/2024 17:22

no one likes your NWT thread

no one else posts on it....except to criticise you for your mind numbing never ending page long daily posts !!

[hedgehog 100] 29/4/2024 15:26

Compare & contrast:-


1. Clocktower DSG bull thread started 3rd. February 2023, a day the DSG share price opened at 15.5p, and closed at 17.5p.

"Friends of the Directors thread in Dillistone, a grain of Sand to a Pearl"
clocktower 3 Feb '23 - 08:53


Current DSG share price 11.5p: a fall of at least 25% since the thread was started.


2. Hedgehog 100 NWT bull thread started 14th. February 2023, when the NWT share price was 46p.

"Newmark Security in 2023: A Transformed Tech & USA Success Story"


Current NWT share price 85p: a rise of 84.78% since the thread was started.


The only people who don't like my NWT thread are envious, embittered losers, frustrated at missing out on that brilliant share price rise.

And anyone of any intelligence who had missed out, would surely be interested in some useful and insightful 'how to do it' information.

It's fairly basic, isn't it.

See what successful investment techniques are working for others, and then try to apply them yourself.

[hedgehog 100] 29/4/2024 13:53

25/04/2024 07:00 RNS Regulatory News Dillistone Group PLC Final Results & Investor Presentation LSE:DSG Dillistone Group Plc

" ... The Group capitalised £0.963m in development costs in the year (FY 2022: £1.007m) as the business continued its commitment to developing its products. Amortisation of development costs was £0.994m (FY 2022: £0.980m). ..."




DSG's R&D investment is a major bull point here.

DSG market capitalisation at the current share price of 11.5p: £2.26M.

Divided into DSG's year end 31.12.23 R&D spending of £0.963M.

= PRR (price-to-research ratio) of 2.35.

This highlights DSG's bullish growth prospects and undervaluation.


From the legendary tech stocks guru Conor McCarthy:

"Calculate annual R & D expenditure per share and compare it to the share price.
If the PRR (price-research ratio - share price divided by R and D per share) is 5 or less it is nearly always worth buying the shares. This applies particularly to recovery situations. As long as an exploration company has the wherewithal to drill holes, there is always the possibility it will strike it lucky. The same goes for an out-of-favour technology company. As long as it can continue to invest in R and D there is the chance it will come up with a blockbuster product. The lower the PRR the more development bang you get for your buck."



Conor McCarthy's tech investment approach is based on the principles set out in the classic 1984 book "Super Stocks" by Kenneth Fisher.

This is the book that McCarthy recommends to his subscribers.
(And perhaps it also inspired him to start "Techinvest" the same year?)

And a good example of a low PRR recovery-growth stock of his is mentioned in "Beyond The Zulu Principle" (1996) by Jim Slater:-

"I asked Conor McCarthy to give me a good example of Techinvest's success using Fisher's approach. He mentioned Kewill Systems which went astray a few years ago by making an unfortunate acquisition in Germany. The company began to make substantial losses and the shares fell from 318p in 1992 to a low of 49p in 1993. At this point, the PRR of 2 was astoundingly attractive. The Germany subsidiary was sold shortly afterwards and by the end of 1993 Kewill Systems had risen to 265p."

Kewill Systems (KWL):-




So PRR (price-to-research ratio) analysis can help you to see value before the crowd, which is what I did with NWT (Newmark Security) in 2022, since when the share price has more than doubled ... and in fact has more than trebled from its 2022 lows.

A couple of caveats to check for are the possibility of massive dilution or worse in a loss-making stock, and that the products-services being developed are likely to sell well - which is more likely if they're updating existing products-services already being sold.

But DSG looks to measure up on both of these, as did NWT.

[hedgehog 100] 29/4/2024 12:59

So DSG's first adjusted operating profit since 2018 ... a year when its share price topped 100p, over eight times the current level of 11.5p.

Any views as to what a takeover value here would be?

Potentially/probably multiples of the current share price of 11.5p I would think.

And at this level, predators have probably already been sniffing around, at least.


Dillistone Group (DSG):-

[hedgehog 100] 28/4/2024 12:48

25/04/2024 07:00 RNS Regulatory News Dillistone Group PLC Final Results & Investor Presentation LSE:DSG Dillistone Group Plc

" ... Cost savings and EBITDA Margin step-change.

During 2023, we made significant strides in improving margins within the business, reflecting our investment in improving our internal systems and architecture. This allows us to deliver products and services more efficiently and, with the downturn in our market, we were able to reduce our personnel related and office overheads while continuing to provide what we consider to be industry leading levels of service. The majority of the financial benefit of these moves will be felt from FY2024 onwards.

Nevertheless, due in part to these measures, we were able to reduce our cost base by £0.400m in FY23 enabling the adjusted EBITDA margin to reach 23.5%.

This is a step change from the margins obtained between 2017 and 2022, when the average margin was 16.8%. Excluding the Covid-19 support received from Government, the average historical margin over the same period was 14.9%. ..."




So a step change in margins improvement, which bodes very well for future profits.

And with the majority of the financial benefit of this and cost savings to be felt from the current year onwards ... which we are already about a third of the way through.

[smithie6] 28/4/2024 11:48

clocktower

can you perhaps set up another thread (if you are a premium user of advfn)

& then block this idiot ?

otherwise he has imo killed off this msg board & will just scare aware potential PI investors.

:-(