Frontier Smart Technolog... Share Discussion Threads

[life of crime] 02/10/2017 12:32

Google launching their own mini device this week. Hopefully it will be a popular Xmas present, along with its bigger brother:

[blueball] 02/10/2017 11:11

On the up today.

believe in Britishbulls.

[blueball] 01/10/2017 08:38

Stay long.

[the drewster] 29/9/2017 14:03

A little tenuous perhaps, but slide 26 certainly implies that we COULD

[sweenoid] 29/9/2017 13:00

Groooooooooan

Sorry but I have not been paying as much notice as I should do about our technology , but is there any way it could find itself in the new Sonis kit being unveiled next Wednesday!



S

[monty panesar] 28/9/2017 19:59

Hopefully the Google approvals come in pre-Xmas ready for a rip roaring 2018.

"Subject to Google approvals, this voice-enabled solution should be ready for mass production in H1 2018"

[geheimnis2] 28/9/2017 12:21

And this could multibag from here?

Lol...also in profit here now having been a TMZ long termer/ survivor

[richardc77] 28/9/2017 12:16

I'm in profit at 148p on my FST (via TMZ)! I actually never thought that would happen, although perhaps that I never sold, means subconsciously I thought there was a chance!

Funny old world.

[mark4231] 28/9/2017 12:04

First time a set of results from Toumaz/FST have made me smile!

Don't remind me of old money, it's painful, I remember 10p was it?

Anyway, I think we're on the way up now - potentially big time. So much so, I've just topped up a bit.

[life of crime] 28/9/2017 11:40

Very promising set of results. They are near the forecast ebitda for the full year already. It bodes well for next year and a ramp up of the Google based products, which would be a game changer.

Factoring in more national DAB switch overs during the next couple of years, hopefully including the UK, and things look interesting. All we need to sweeten the pie is news of an NHS contract for Sensium so we can get our 3% royalties!

All in all, it looks like they are turning the corner and £2 here we come.

[geheimnis2] 28/9/2017 11:38

could be the next IQE?

just a thought?

[the drewster] 28/9/2017 11:03

3.5p in old money ... who'd have thought.

[twatcher] 28/9/2017 10:38

I'm just midly amused that after all this time, I'm actually in profit with this share.

[ron manager] 28/9/2017 10:29

New broker note from N+1 Singer which states:

High growth potential in for free

Having been through an evolutionary period, we believe Frontier is now a highly
attractive asset, with a coherent growth strategy in place. Our SOTP analysis
indicates an intrinsic value of 162p to 213p. At the low end of our range, the Digital Radio business alone has an intrinsic value of £62.1m, easily justifying the current £54.3m market cap and giving investors exposure to the growth potential in Smart Audio and Smart Home at effectively zero cost.

DYOR

Ron

[the drewster] 28/9/2017 10:23

Shire Proffits changed their view during this year, back in May indeed: "Frontier Smart Technologies – you're not seeing things, I reckon this is a strong BUY. By Cynical Bear "

[monty panesar] 28/9/2017 10:00

Let's hope TW doesn't give it his kiss of death with a buy! :)

[monty panesar] 28/9/2017 09:54

£4 or £5 is easily achievable if mass production on Google products starts next year. Only need look at how IQE suddenly took off after years of nothing. Last I saw it had market cap near £900m.

[the drewster] 28/9/2017 09:52

With the significant growth opportunities - inside 5 years.

[project77] 28/9/2017 09:48

With an accumulated loss of £108 million, when do you think a dividend might be possible?

[the drewster] 28/9/2017 09:46

Yes it is Monty. I know the whereabouts of over 3% of the shares in issue, but our collective ability to stop an offer at a significant premium is zero.

£2? £3? even at £4 that's way under £200m (at which point I could retire a wealthy man).

I'm much prefer solid steady growth with dividends at 10 to 20p/yr in the future but you're completely aligned with my own thinking on the general desire that seems to exist for short term gains. You could imagine in 10yrs a dividend not much short of 50% of today's share price - that's where real gains are to be made.

[richardc77] 28/9/2017 09:38

Frankly for a profitable AIM tech stock a M/C of £55m with a £32m turnover in a growth area such as smart audio, sounds great. Just look at some of the pie in the sky stuff which has zero turnover and higher M/C. Beginning to look exciting after years of dissapointment.

[monty panesar] 28/9/2017 09:36

Drewster,

I understand the thought process but isn't it sad all good UK tech is sold either East or West when a lot of the innovation has started here?
In other industries very little is UK owned anymore as investors have been too interested in short term cash/profits hence the Great is going out of Britain.

[monty panesar] 28/9/2017 09:22

Fair comment Wad but with interest rates so low where do you go? Buy BP with a decent yield but oil use is going to decline from around 2021 onwards.FST is hardly BP though. The Chinese have paid big bucks for IMG...even though they pay no divi....

[the drewster] 28/9/2017 09:08

At sub £60m Mkt Cap, I'd say these figures will accelerate any suitors plans.
Profitable.
High Margin.
High, and increasingly visible growth.
Nice links with Google
Links with Amazon
... the last 2 points alone strike me as worth north of £100m to a tech company without them.

Convinced we'll be taken out in the next 24 months.