Eagle Eye Solutions Share Discussion Threads

[nurdin] 09/11/2017 07:19

Wow...a brilliant statement!

The numbers are great nw99 but to me, it is the new contract wins and the strong traction they are getting in the market which is more exciting

[nw99] 09/11/2017 07:15

Very solid numbers should rise from here looks very oversold

[thebigshortfella] 27/10/2017 17:45

Thanks zho! Very interesting! Let's see what SCSW say also. Have a great weekend!

[zho] 27/10/2017 17:38

Non exec. director Bill Currie buys 250,000 shares. Three smaller firector buys notified this morning.

[qs99] 27/10/2017 10:59

small buy but all helps IMO

[geraldus] 26/10/2017 18:19

Well bigshortfella at least it has held steady.Should get a trading statement in a couple of weeks with the AGM on the 9th of November also is SCSW out at the end of the month.Keeping my powder dry.

[thebigshortfella] 26/10/2017 17:47

Geraldus - do you think we may have got a bit of an answer today?

[geraldus] 25/10/2017 22:00

I couldn't get them on Shorttracker either.Will continue to watch,don't like falling knives. Good luck.

[thebigshortfella] 25/10/2017 20:46

I am the same – not a holder, but very interested in going long.

I note that the CEO’s wife bought 63,000 shares at 242.4p in August. I couldn’t find them on Shortracker.

I take your point about there could be concerns that profit is a long way off. Sharewatch commented in August (just after their trading update) that Sainsburys voucher business had only just kicked in and Loblaws and John Lewis had yet to kick in.

[geraldus] 25/10/2017 18:22

For the record I am not a holder,just monitoring.Now the opportunity is here to take a position I am in two minds especially as it could now be hitting stops from subscribers.Volume not that high and news recently was taken positively.Has the penny dropped that it could be a long haul to profit,yet plenty of faith by directors.Haven't checked Shortracker lately.Will likely wait and miss a massive bounce.

[thebigshortfella] 25/10/2017 17:53

geraldus - If you don't mind me asking, what's your take on the recent fall? Thanks

[geraldus] 25/10/2017 17:43

Thanks Peter.

[peterm10] 25/10/2017 17:13

SCSW tipped in June July and aug with first below 200 p and last to await results at 243. Good tip sheet.

[geraldus] 25/10/2017 15:07

Falling again.What price did that tipsheet put people in at?

[chizgreen68] 23/10/2017 16:12

Someone selling and no liquidity. Hmmmm

[rimmy2000] 06/10/2017 13:12

...more buys. something stirring here...

[rimmy2000] 06/10/2017 13:09

all buys, lots of director buys. looks set for new highs. I see John Lewis signed a 3 year contract for the AIR platform.

new com to me, so reading up. tipped in SCSW too.

[zipstuck] 20/9/2017 08:41

It will be interesting to see if the renewed Asda contract will appeal to Walmart mart as EYE expands internationally as ASDA is owned by Walmart. Something to watch out for?

[masurenguy] 20/9/2017 01:40

"Eagle Eye Solutions is an interesting tech stock if still a work in progress. It provides software that allows retailers to administer loyalty promotions. Progress is continuing, with fresh cash raised in the summer and new clients such as John Lewis. The company is confident that revenues for the first quarter to the end of this month will be up by a third again with growth from work won earlier. There is still no sign of a profit but losses narrowed slightly last year and there is now sufficient cash to grow further."

[mr. t] 19/9/2017 11:59

Could it be because they made an operating loss of £4m and an EPS loss of 15p? In addition, you have to scroll half way down the very positive press release to discover these details - it's as if EYE are trying to gloss over the loss as irrelevant. I like the idea of the product and considered investing, but these results and the way they're presented are a concern so I'll sit on the sidelines for now.

[runthejoules] 19/9/2017 08:49

So why down 0.59%??

[runthejoules] 19/9/2017 07:42

Looks like SCSW's rep is partly rehabilitated. Were these expectations priced in though? My Mum holds (and is down 16% atm...)

Financial and corporate highlights:

· Group revenue increased by 71% to £11.1m (FY16: £6.5m)

· Revenue from subscription fees and transactions over the network represented 68% of total revenue (FY16: 80%)

· Gross margin up 9ppts to 88% (FY16 79%)

· Cash position of £3.7m (FY16: £1.3m) at 30 June 2017

· Successful placing in June 2017 raising net proceeds of £5.8m

· 3 year contract signed with John Lewis PLC in May 2017 for the deployment of the AIR platform

· 2 year contract renewal was signed with Toshiba Global Commerce Solutions for Asda Stores Limited*

· Q1 FY18 revenue expected to be at least £3m, 32% growth on prior year, with growth anticipated to accelerate in future periods as our significant clients begin to transact through the platform at scale and from the impact of new strategic partnerships that drive increased transactions *



Operational highlights:

· Redemption volumes increased by 58% to 60.4m (FY16: 38.4m)

· SMS volumes of 44.4m, an increase of 10% (FY16: 40.3m)

· Total number of customers 233; 74 brands (FY16: 219;70)

· Deepening tier 1 client relationships representing 53% of revenue, £5.9m (FY16: 33%, £2.1m)

· Revenue from the Food and Beverage ("F&B") sector increased by 20% to £1.8m (FY16: £1.5m).

· Investment in product development in loyalty, brands and connections to social platforms



*Post Period



Tim Mason, Chief Executive of Eagle Eye, said:

"2017 has been a transformational year for Eagle Eye. We've successfully delivered on our strategy of winning new customers, increasing transactions through our platform and deepening existing customer relationships. As a result we exceeded our expectations during the Year, strengthened our platform and are poised for accelerated progress in 2018.

"Retailers and brands are looking for more innovative and cost effective ways to engage with consumers, and we have the proven and scalable technology to power their digital marketing capabilities and support their commercial requirements.

"Renewing and winning new contracts with major retailers such as John Lewis and Asda demonstrates the relevance of our offering to tier 1 retailers, and we are excited about continuing on our journey to be a leading global digital marketing platform."

[nurdin] 19/9/2017 07:29

Gaining impressive business traction..should see stunning growth going forward imo