Oxford Metrics Share Discussion Threads

[cfro] 09/11/2012 20:08

Great to see more rises again today bucking the trend of the market.

[broadwood] 09/11/2012 16:32

Yep, continuing strength.

[qs9] 09/11/2012 14:45

And again...let's hope sustainable and starts getting into brokers value range soon which I believe is 40p-60?

[cfro] 06/11/2012 18:18

Nice up-tick again today. :-)

[cfro] 05/11/2012 20:27

Topped up my holding on the breakout today.

A good looking zulu now with a pe of 8.5 and low PEG of only 0.2.

[interceptor2] 05/11/2012 12:21

On the back of strong buying today. Break out target is 44p. Awaiting full year results in about 4 weeks time, which should make interesting reading imo.

ic2...

Edit.. 6th December Finals

[broadwood] 05/11/2012 12:13

Nice move up so far.

[interceptor2] 28/10/2012 20:32

I would think by at least 10%.

Below is an interview with CEO Nick Bolton, giving an overview of OMG Group.



ic2...

[cfro] 28/10/2012 17:28

Thanks for that IC2. Singer's old forecasts dated Aug 28th are saying PBT £2.3M and eps of 2.5p for this year and PBT £3.1M and eps of 3.3p for next. Putting the forward pe at only 9.

Im assuming these estimates will now be upped quite considerably from here meaning an even lower pe.

[interceptor2] 27/10/2012 19:04

Haven't seen the revised estimate yet, but below is what Singer had to say about the latest trading update.

ic2...

"House broker N+1 Singer, commented: "We believe the less developed businesses are hitting key operating milestones which in turn should lead to financial milestones. A sensible sum of the parts valuation approach which assumes zero value for Life (where the Autographer product resides) yields a 43-61p fair value, which is significantly above the current 25p share price.

"Evidence that the divisions are executing well against their growth opportunities should lead to upside against our current forecasts, and perhaps of greater impact, a re-rating of the shares."

[barbel3] 22/10/2012 21:59

hi broadwood
unfortunatly i did'nt buy any omg this am probably to late for tomorrow do u think but anyway thanks for the site much appreciated

[boros10] 22/10/2012 20:48

Hi Davidosh

I bought in this morning first thing. Will be very good to have them at Mello.

[davidosh] 22/10/2012 19:55

Any comments to add to this thread on TMF ?



I spoke to the FD early this morning and I am hoping to have the directors along to present at one of our Mello events in either December or January

[broadwood] 22/10/2012 16:50

Technology group OMG said it expects to report both full year revenue and an adjusted profit before tax result that is ahead of current market expectations.

This improved result has largely been driven by a stronger 2d3 performance.

At 30th September 2012 the Group's net cash position stood at £4.3m (30 September 2011: £2.8m).

During the second half the Group's portfolio of businesses has traded well. Vicon, the Group's largest division is expected to report an improved year-on-year performance, driven largely by a recovery in its House of Moves studio operations. Yotta has also seen an improvement in its operating performance during the second half. In particular, visibility within the Yotta business has improved due to an increase in the levels of recurring revenue being generated by its Horizons SaaS platform, which has seen its customer base grow from 1 to 16 customers in the past twelve months.

The Board is also pleased to announce that 2d3 signed its first software license deal in excess of $1.0m with an existing US customer. In addition, and as planned, in the second half the Group's consumer division, OMG Life launched Autographer: the world's first intelligent, wearable camera. The Group is pleased to report that the initial response to Autographer from key consumer and trade media has been both positive and encouraging.

OMG will report Preliminary Results for the financial year ended 30th September 2012 on Thursday, 6th December 2012.

[jackiewilson] 22/10/2012 15:31

Hope that OMG can deliver consistently going forwards; i.e., more than one reporting period. I was always reasonably confident of the Vicon and Defence divisions but not of Yotta [lumpy revenues] nor the new thing. The latter made me sell - could be well wrong. Will watch with interest for a while longer. Well done to them.

[broadwood] 22/10/2012 15:27

Sorry, forgot it was an ADVFN competitor.

So just go to m o n e y am

[broadwood] 22/10/2012 15:25

Hi barbel - thanks. Hope you got in this am.


Try this.

ADVFN competitor.com/action/nav/news

Best of luck.

[barbel3] 22/10/2012 15:17

hi broadwood been following your views and comments for a while and nine times out of ten your correct what a guru you are could you please tell me where you get your statements and results in early morning is it a free site or do i have to subscribe thanks in advance

[cfro] 22/10/2012 13:20

Nice statement with all divisions trading well. I too have bought in here.

[broadwood] 22/10/2012 11:44

OMG - really does mean 'oh my god' today.

[condom2] 22/10/2012 10:09

Excellent statement , results should be very interesting !!!

[broadwood] 22/10/2012 09:43

Blimey, up nearly 22% so far this morning.

That'll do very nicely,if it holds.

[broadwood] 22/10/2012 09:21

Off to the races

[interceptor2] 22/10/2012 08:41

Break out now, blue sky ahead until old Feb 2011 high of 44p.

ic2...

[broadwood] 22/10/2012 08:31

Confident statement - beating expectations.

In at the start.