Essensys Share Discussion Threads

[likya123] 31/3/2022 07:44

Telegram group link for Esys htTps://t.me/+lYCjGI-WHP84M2U0

[hedgehog 100] 30/3/2022 20:20

ESYS's largest customer, Industrious, raised US$200M. recently from CBRE (22nd. February), which bodes well for its expansion plans ... in partnership with ESYS of course. “Industrious had a number of offers to consider late last year and was approached by a lot of potential investors. In the end, partnering with CBRE just made too much sense for Industrious’ long-term plans for scalability and growth.” Industrious has continued to expand and grow amid the pandemic, faring better than some other flexible workspace operators. The company's pioneering focus on management agreements, which represent nearly 90% of Industrious’ portfolio, has been shown to be nicely resilient in challenging times. Indeed Industrious believes that it has emerged as the leading flex platform moving forward. So with flexible workspace expected to continue its rapid expansion this decade, and management agreements a strong sub-trend within this, then Industrious could potentially expand by multiples this decade. I would estimate that Industrious probably accounts for a few £M. of ESYS's annual turnover, so Industrious expansion alone could potentially add £10M.+ to ESYS's annual revenue this decade.

[likya123] 30/3/2022 18:08

Pandemic, Russia and mostly the seller/s brought this fantastic company from almost £3 to below 80p. I anticipate the results in 3 weeks will be very good and the share price will race back above £2. It's no wonder the directors bought almost half a million just a few weeks back. Bought a bunch at 80p today and with it going no trade to buy into close I think we'll start flying up fast from here, especially if the seller is done which looks very likely.

[likya123] 30/3/2022 16:33

The seller....was no trade to buy for a short time before close and could sell the farm. If seller finished this should race above a quid.

[divmad] 30/3/2022 15:06

Who is "they"?

[likya123] 30/3/2022 13:02

Assuming they get rid of everything how long will they take to finish selling in your opinion?

[momentum1] 30/3/2022 12:26

Not done as they keep reloading the order book, but having run the numbers on this they have 2 million in total, assuming they want to dispose of everything they are nearing completion. We will see a real squeeze once the supply dries up totally. Hope this helps, targets technically are 126p (gap fill) and 168p. Both achievable given the lowly mcap

[likya123] 30/3/2022 12:22

Just bought a wad as think the directors who recently bought almost half a million shares between them also know this is seriously over sold.

[likya123] 30/3/2022 12:12

So they've about £30 million cash? Seems a little bit of a no brainer if the only thing that was holding this below a quid was a seller.....seller done?

[74tom] 30/3/2022 08:54

Interested to see where this gets to by the time the interims & investor presentation occur on the 21/22 April... Worth pointing out that it opened at £1.87 on the 1st March which suggests £1.50+ should be easily possible with a bit of patience.

[nasnas1] 30/3/2022 08:42

Wow look at those numbers - once seller goes this will rocket we'll pass the 150 mark for sure!!

[momentum1] 30/3/2022 08:22

30m cash and mcap of 48m, business only worth 18m?? Re rate in bound

[nasnas1] 30/3/2022 07:58

last time it puked to 100p a few years back it went on to multibagsellers always create great buying ops

[nasnas1] 30/3/2022 07:57

Heavy director buying at the current price and a strong cash position strengthen ESYS case

[x54v] 29/3/2022 19:59

Yes, the comparison was purely chart based to show how rapid and strong recovery moves can be once a seller has cleared. POLY up 39.5% today alone and POG up 66%. Huge moves possible from deeply oversold positions. ESYS next?

[74tom] 29/3/2022 18:47

Ha I read that Poly RNS today too as I was tempted but the debt situation put me off straight away, far better risk v reward here. Seller clearing rapidly & upcoming results + presentation should act as catalysts. Strong buy.

[hedgehog 100] 29/3/2022 17:57

From the 9th. March POLY update: "Net debt increased to US$ 1.87 billion as of 1 March" So EYSY, with its strong net cash position, is a much safer alternative. It has big upside, but without the downside of a speculative gamble like POLY, where the risk is difficult to quantify.

[x54v] 29/3/2022 17:34

The recent charts and moves today at POLY and POG show what can happen with a deeply oversold situation like ESYS. Panic selling takes the price down to an oversold position, then there's a sideways consolidation as bargain hunters load up, then when the selling eases there's a rapid bounce back up. ESYS is so heavily oversold here a large move back up in a short period as with POLY and POG is possible. Heavy director buying at the current price and a strong cash position strengthen the case.

[nasnas1] 29/3/2022 16:34

That's right it went on a huge run- an unbelievable run - the same will happen again this time for sure!

[hedgehog 100] 29/3/2022 12:37

29/03/2022 07:01 RNS Non-Regulatory essensys PLC Notice of Investor Meet Company Presentation LSE:ESYS Essensys Plc essensys plc (AIM:ESYS), the leading global provider of mission critical software-as-a-service (SaaS) platforms and on-demand cloud services to the flexible workspace industry, is pleased to announce that the management team will provide a live presentation relating to its results for the half year ended 31 January 2022 via the Investor Meet Company platform on Friday 22nd April 2022 at 11:00am BST. The online presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard up until 9am the day before the meeting or at any time during the live presentation via the "Ask a Question" function. Investors can sign up to Investor Meet Company for free and can register to attend the presentation via the following link: hxxps://www.investormeetcompany.com/essensys-plc/register-investor Investors who already follow the Company on the Investor Meet Company platform will automatically be invited to attend this presentation. https://uk.advfn.com/stock-market/london/essensys-ESYS/share-news/essensys-PLC-Notice-of-Investor-Meet-Company-Prese/87676499

[stockhunters] 25/3/2022 16:24

seller still reloading cannot

[x54v] 24/3/2022 23:37

Sideways consolidation after the big drop. Equilibrium as demand matches supply. https://uk.advfn.com/cmn/chrt/chrt_wrap.php?epic=esys&name=&type=4&size=3&period=1&ind_type1=1&ind_type2=0&ind_type3= When supply runs out (as it surely must do given the huge recent volume), then a sharp move back up with no resistance on the chart for miles. hTTps://uk.advfn.com/cmn/chrt/chrt_wrap.php?epic=LSE%3AESYS&name=&type=1&size=3&period=4&ind_type1=1&ind_type2=0&;ind_type3=0

[x54v] 24/3/2022 20:41

Huge cash backing with 63% of the market cap covered by cash. “Net cash at half year end at GBP30.5m was significantly better than management expectations” hTTps://uk.advfn.com/stock-market/london/essensys-ESYS/share-news/essensys-PLC-Trading-Update/87416175 Massively oversold here. Due a sharp bounce back up.

[carmarthenshire] 24/3/2022 19:28

https://twitter.com/mathewthomas484/status/1507076558636335106?s=21

[tromso1] 24/3/2022 15:31

The directors are keen buyers... Jon Lee - 27,322 @ 73.2 Mark Furness - 350,000 @ 74.58 Alan Pepper - 20,200 @ 74 David Kinnaird - 13,500 @ 74 Jeremy Bernard - 30,400 @ 74 About £328k worth