Frontera Share Discussion Threads

[tickboo] 25/9/2018 11:41

I'll happily say hello to you (not threatening) a week Thurs assuming you'll be in attendance? I'm no keyboard warrior but don't take kindly to being called an idiot. I take take care of myself away from the keyboard as well. Again no threat just a matter of fact. If you're going on Thurs happy to come and meet in person and maybe share a beer afterwards (which holders are paying for!).

[fulhamjohn] 25/9/2018 11:37

I'll engage you when I feel like it tickboo or whatever other name you have

[fulhamjohn] 25/9/2018 11:36

And another thing tickboo - I post as FJ on here and on LSE (where incidentally I withdrew the one comment I made accusing someone of having an agenda). I'm consistent with my names and don't hide. Who are you on LSE? Do you want to reveal that so I know who I am talking to over there or are you going to be the silent keyboard warrior?

FJ

[fulhamjohn] 25/9/2018 11:29

Stan

You crack me up you really do. No one with two grown up daughters would use the sort of language you do. Or would have a wife. Ha ha. It's laughable. Please be careful out there and don't take any risks coming back through customs. Daughters, wives. ha ha ha ha ha ha if it wasn't so funny it would be poignant.

FJ

[tickboo] 25/9/2018 10:45

They have to deliver H2 for definite. They have numerous patents and many are algorithmic. Very complex Maths.

[loglorry1] 25/9/2018 10:41

Check out their RNSs, they get 50% royalty from IBM for instance who’ve white labelled their tech. The complex algorithms are all patented.
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Means f'all if IBM aren't selling it. The big guys have these sorts of relationships with hundreds of partners. All that really matters is the dollar amount of royalties produced and how fast that is growing. TERN was similar - announced all sorts of deals with their sub-co Device authority - in reality their product just isn't selling. Big name partnerships sell shares but they don't necessarily sell products.

Also forget the patents - you can't actually patent an algorithm anyway so your statement above is false.

Good luck anyway.

[tickboo] 25/9/2018 09:54

The market seems to be absorbing them looking at the price action.

[bumpa33] 25/9/2018 09:51

Or perhaps I should say, I wonder who.

[satanslave] 25/9/2018 09:49

spazzjohn. .
and another giveaway. .
WiFi & Thai jails? ..custom searches?
you see to give lots of details once again sj. .
do you need to make a confession?
your digging a huge hole for ya Sen spazzjohn. .put the shovel down son. .before someone hits ya with it. ..

[bumpa33] 25/9/2018 09:48

seem to be some regular 15m sells going through. I wonder why?

[tickboo] 25/9/2018 09:38

Check out their RNSs, they get 50% royalty from IBM for instance who've white labelled their tech. The complex algorithms are all patented.Anyway, who's dropping the 15m sells in FRR? Results by week's end and I expect an ops update the following week, perhaps on the morning or even 5pm on day of the meeting.

[loglorry1] 25/9/2018 09:32

Software patents are notoriously hard to enforce. Having cloud deals is one thing but they have to be producing revenue. It's pretty easy to say you have a deal with a big provider when that means you have some sort of partner status. Again I don't know what the status is of these partnerships but often it boils down to more like "compatible with" than actually producing much revenue.

[tickboo] 25/9/2018 09:31

Apologies, I should have directed log to the wand B.B. Bad form, again apologies.

[tickboo] 25/9/2018 09:30

Edison note (paid for)Strategic progress set to bear fruit in H2Strategic progress so far in FY18 includes agreements with Microsoft and Alibaba and an expanded collaboration with IBM to include BigSQL relational database technology, with royalty rates expanded from 30% to 50%. The Microsoft partnership yielded has four deals year to date YTD starting late in H1 and the pace should gather from here. Average deal size was in the low $100s of thousands but scale up potential of each is said to be good – for example the $200k Automotive contract win announced today covers less than 3% of the client data and the customer has identified over 20 projects where it can use Fusion. The expanded deal with IBM should support more frequent and larger deal flow with Q4 their peak quarter for closing business. The Alibaba technical integration was completed in early H2 and should add incremental bookings/revenues this year.Inflection in recurring subscription revenues in H2The H1 drop in bookings to $9m (vs $10.2m in H117) was as flagged at the trading update and not unexpected expected, given that H117 included a $4.1m IBM deal that did not repeat. Net cash stood at $13m, down from $23.1m at end FY17, but the forecast strong bookings in H2 should support positive cash generation in H2. Our forecasts demand bookings of $21.5m in H2, up 75% y-o-y, but with the company reporting a very strong pipeline we are leaving our estimates essentially unchanged. We also highlight that as cloud deals through Microsoft and Alibaba are based on an annual subscription model (versus perpetual licensing through IBM), a high proportion of revenues through these channels will reoccur and show uplift over time, supporting future growth.Valuation: H2 inflection an upside catalystWANdisco's shares have lost 45% of their value since the start of September, but we believe that achieving the required inflection in H2 could be a watershed for the perception of this business's growth fundamentals. Our reverse DCF suggests the company needs to sustain growth of c 30%+ and achieve EBITDA margins of 25%+ to deliver upside. WANdisco's cloud partners are growing revenues at substantially higher levels than this from much higher bases, while successful delivery of the company's IP based, indirect model should support these higher margins.

[tickboo] 25/9/2018 09:16

I take your point. One thing is that the IP is second to none and patented hence the deals with all major cloud providers in AWS (Amazon), Microsoft, Alibaba, Oracle and IBM. Yep they have to deliver this half. Am holding and expecting their new strategy to finally pay dividends. Christ I'm patient, well most of the time ;)

[tickboo] 25/9/2018 09:14

Hi Fozzer, let's move on but I think it will have an adverse affect on our economy as well as way of life. We'll see and time will tell.

[thefozzer] 25/9/2018 09:10

Tickboo,

What is it about Brexit that you oppose?

Is it not having a trade deal? I can almost guarantee you that a trade deal of sorts will be done.

Cheers

[fulhamjohn] 25/9/2018 09:06

tickboo25 Sep '18 - 07:28 - 19876 of 19879

The only ones burying their heads in the sand are Brexiteers. Yep let’s leave without a deal and as well as not having Nissan, Jaguar, BMW et al not invest here they’ll move some of their existing plants to countries in the EU.
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What sort of idiot are you? Here is a statement from the European Automobile Manufacturers Association

"80% of the UK’s car production is exported, of which 54% goes to EU member states. In 2017, the United Kingdom produced 1.75 million motor vehicles, exporting 800,000 of these within the European Union.

The other way around, the EU countries represent 82% of the UK’s motor vehicle import volume, worth €38 billion. The 27 other EU member states (EU27) produced 19.69 million motor vehicles in 2017 and exported 2.3 million (11.7%) of these to the United Kingdom.

14.1 million auto parts and components, worth €11.4 billion, were imported from the EU27 by the UK in 2017 – representing 78.8% of the value of the UK’s total part and accessory imports. At the same time, the United Kingdom exported 21.7 million auto parts and components to the EU27, with a total value of €4 billion (or 68.3% of the UK’s global part and accessory exports value)."

So we export 800,000 cars to the EU and import 2,300,000

We export €4 billion of parts and import €11.4 billion of parts

Total automotive exports to the top 7 European countries are around €14 billion and imports €44 billion. A deficit of €30 billion on the auto industry alone!!!!

The pish you guys talk is breathtaking.


Here is the link - go and read it yourself

hxxps://www.acea.be/statistics/article/motor-vehicle-trade-between-the-uk-and-main-eu-partners

[tickboo] 25/9/2018 09:00

Unfortunately not. They have an amazing product but are burning through cash ($18m left on balance sheet) but I like the new model with recurring cloud revenue. A good time to top up. My average is 4.85 but I was buying in the 3s and up to 7s. I actually bought some at 11 as thought they were on the way back to 15. Still think they'll do very well and need a storming H2. Today's contract is a good example of what they're after and bodes well.

[mick1909] 25/9/2018 08:56

Tickboo did you sell any of wand when around 1200 mark?