Oxford Metrics Share Discussion Threads

[steved] 15/4/2019 08:58

Immersive theatre again, another little insight.

[steved] 14/4/2019 20:54

Games,

Immersive theatre includes a broad spectrum of applications. Please see below link. Vicon are clearly involved.

[games] 13/4/2019 00:31

Also noticed mention of immersive theatre on twit.

Dotdot war of the worlds due out soon.

If vicon are involved, and this genre of entertainment goes mainstream... my opinion and that's all it is, omg is very well placed to benefit greatly.

And this is speculative, plus I don't want it to happen. They could get taken over.

[steved] 07/4/2019 09:16

Oxford Metrics, tipped to benefit from growing VR developments.


www.voxmarkets.co.uk/articles/virtual-reality-is-more-than-headsets-aim-listed-d1617fd/

[steved] 04/4/2019 17:26

Further insights into Yotta's development both at home and globally.

hxxps://weareyotta.com/wp-content/uploads/2019/01/TOWNSVILLE-case-study.pdf?utm_source=LinkedIn&utm_medium=post&utm_campaign=Casestudy_Townsville&utm_term=Casestudy,%20Townsville&utm_content=pdf

hxxps://weareyotta.com/smart-flood-management/

[steved] 28/3/2019 18:33

Worth a read:-


hxxps://weareyotta.com/wp-content/uploads/2019/01/TELFORD-WEB-CS.pdf?utm_source=Twitter&utm_medium=post&utm_campaign=CaseStudy_Telford&utm_term=CaseStudy,%20Telford&;utm_content=pdf

Yotta could potentially sustain growth, globally, for many years to come. It's come from small beginnings but the outlook reported in the annual report, together with recent news all looks promising?

[mfhmfh] 26/3/2019 08:29

Yotta was perhaps the part of OMG that was dragging on the company a bit. Hoping it can build momentum like Vicon.

This from the preliminary results:

Growth initiatives at Yotta yielding results:

o Annualised Recurring Revenue ('ARR') up 16.5% year-on-year

o 95.3% retention of growing SaaS customer base

[ileeman] 26/3/2019 08:16

New all time highs being made.

100p soon imo.

[bbluesky] 26/3/2019 07:26

More good news for Yotta: "Yotta wins Bury Council contract".

Peter Stokes, Head of Streetscene Maintenance, added: "We expect the new system will create cost and time efficiencies from the start but also futureproof us during a period when authorities are needing to digitise their processes and evaluate current systems whilst keeping ever shrinking budgets in mind."

"authorities needing to digitise their processes" is a pretty strong tide.

[mfhmfh] 25/3/2019 23:05

NT has bought in here

[mfhmfh] 25/3/2019 23:05

NT has bought in here

[inntolife] 22/3/2019 08:56

forget my question the answer is the 6th March when the first trade was 9.20am, so no trades first thing in the morning is not too odd

[ileeman] 22/3/2019 08:54

Not sure if anyone noticed by this broke into new all time highs yesterday, a very bullish signal and ussually means much more to come.

[inntolife] 22/3/2019 08:52

No trades showing so far this morning and it is now 8.50 am very interesting, does anyone know the last time that tere were no trades in the first hour ?
I know it is not a high volume stock but even so I would of thought some trade would of gone through by now.

[cf456] 21/3/2019 12:02

A keen buyer today by the looks of it, snapping up 50k blocks.

[ileeman] 17/3/2019 10:44

Very nice breakout on Friday, all time high break on volume.

As with most strong breakouts expect price to continue, maybe it will backtest first.


free stock charts from uk.advfn.com

[bbluesky] 16/3/2019 14:04

mfhmfh you are right. At it's peak, there were 12,000 bowling alleys in the US alone. Nor does it need the acreage that a bowling alley needs, so the growth could be very rapid indeed.

[lignum] 16/3/2019 11:28

Steve D - I imagine they would have taken a conservative approach to forecasting incremental business from Origin but the deal with Sandbox should give them a solid base for forecasting into 2020. This would allow them to confirm they remain on track with their 5 year targets in the next trading update.

The GDC that Games refers to above starts next Wednesday and I wonder if the Sandbox deal was timed to provide some extra publicity to get attendees to try out LBVR. If we see continuing share price movement towards the end of next week I suspect the solution may be a winner. Fingers crossed.

[games] 16/3/2019 10:20

OXFORD, UK – March 12, 2019 – At this year’s Game Developers Conference (GDC), Vicon, the industry leader in motion capture, will be showing off the latest refinements to its location-based virtual reality (LBVR) system, Origin. To showcase those advancements and give a practical look at the true potential of LBVR, Vicon is challenging GDC attendees to a Beat Saber-like game -- but in Vicon’s version, the only controllers are the players themselves.

 

“Although Origin is less than a year old, we have only begun to scratch the surface of its vast capabilities,” said Vicon CEO, Imogen Moorhouse. “For GDC, we want to give showgoers a practical demonstration of how Vicon is developing its leading LBVR system while having a little fun at the same time.”

 

Since its launch in August 2018, Origin has quickly established itself as the preeminent LBVR solution and the only choice for partners like Dreamscape Immersive and VR Arcade. Part of the reason for Origin’s success is Characters from Clusters, a feature that carries out the solving while seamlessly integrating with Unity and Unreal Engine for up to six users at a time, all delivered in under 20 milliseconds. The results are fully tracked and animated characters within the game engine, all in real-time. For operators, it means the most powerful LBVR solution on the market, for users, it’s an immersive experience like no other. 

 

To highlight the latest updates to the system, Vicon is challenging GDC attendees to try Shadow Shifter, a game where every movement counts. Developed exclusively for GDC 2019, Shadow Shifterchallenges two users at a time to step into Vicon’s booth and work together to earn coins. Equipped with six Pulsar active clusters and tracked by 20 Vicon Viper cameras, participants stand in front of a large video screen and prepare themselves as Evoke virtually recreates their bodies in real-time. As images appear on the screen, the contestants need to match their bodies to the shapes while avoiding obstacles in order to earn their place on the leaderboard. 

 

The game will take full advantage of the recent updates to the Origin system, including improvements to the Evoke software, improved tracking and the introduction of “Nova,” an active strand kit containing a set of sensors that can turn any real-world object into an in-game prop. Improved system communication and enhancements to the intelligent tracking will also help give VR and immersive reality developers more options than ever before.

 

In a first-look at the upcoming Shōgun 1.3 scheduled for release later this year, Vicon VFX product manager Tim Doubleday will also host live, daily demonstrations emphasizing the new features, including retargeting and high-fidelity finger capture in real-time. To highlight the new features, veteran motion capture artist Gina Williamson will star as Ciri from CD Projekt Red’s The Witcher game series. She will be streamed complete with full finger capture and props into Epic’s Unreal Engine using Vicon’s new LiveLink plugin. The demo showcases the advancements in real-time capture while offering a look at how game developers can make use of high-fidelity motion capture within the Shōgun platform.

 

Both Origin and Shōgun 1.3 will be on display throughout GDC 2019, March 20-22, in the South Hall at Vicon’s booth #1027. Shadow Shifter will run all-day throughout the show, while the Shōgun demo will take place all three days at 11 a.m. and 1 p.m., with additional demos on Wednesday and Thursday at 3 p.m. For more details or to book an appointment, contact: [e-mail].

 

About Vicon

Academy Award®-winning Vicon is the world’s largest supplier of precision motion capture and tracking systems. It serves customers in the CG animation, object-tracking, virtual and augmented realities, engineering, broadcast, biomechanics, sports and clinical sciences arenas.

Vicon is a subsidiary of Oxford Metrics (LSE: OMG), the international software company servicing government, life sciences, entertainment and engineering markets. Other holdings include Yotta, a provider of software and services for infrastructure asset management.

 

Amongst many others, Vicon global clients include:

Entertainment: Framestore, Audiomotion, The Imaginarium, Quantic Dream, Ninja Theory, Konami, Activision, Sony, Dreamworks, ILM, USC, EA, Capture Lab, CD Projekt, Digic Pictures, IO Interactive, Creative Assembly, Plarium Games, Mocap Lab, Seasun

VR: Artanim, VR Tech, Dreamscape VR, Canon, Samsung

[steved] 16/3/2019 08:54

Lignum,

Thank you for your input. I'd have thought that Vicon would have had a pretty decent stab at forecasting revenues/profits for this new market and built those into this years forecasts? As you've pointed out should the VR arcades gain the expected traction and as Vicon appear to have the leading system, over time it could build into a lucrative revenue stream. This years interim's should be equally as interesting as the last prelims as OMG seem to be moving ahead strongly in line with their guidance.

[mfhmfh] 15/3/2019 11:19

'if this entertainment format does take off and rooms sprout up across the world' - if this happens then it could be very significant IMHO.

[lignum] 15/3/2019 10:26

Trying to put some rough numbers to these deals. Sandbox HK has 2 rooms so presumably the 2 'systems' sold are 1 per room. Each room takes up to 6 players so the system presumably consists of headsets, control box, comms, software and ongoing support (if anyone has more info on what a 'system' consists of I would be interested to hear).
These systems will have a life of say 2 years before they become technologically obsolete or wear out.
Sandbox HK revenues are c £30 per hour per person - up to 6 people per room so say £0.5m per room pa if used 10 hours per day every day.
Against this they have property costs, payroll etc so perhaps only 10% for the system costs to make the proposition profitable = £50k pa or £100k per system over 2 years. This 'feels' about right.
The announcement today says Sandbox have purchased 7 systems in total - value of this in terms of 2019 revenues cannot be so high as to change revenue expectations for the year or they would have said, so how much is it worth? £0.5m in 2019 with £0.2m of support revenues in 2020?
Margin on support revenues is c 80%, hardware margin harder to figure out but blended margin must be around 50%.

I only put these out there to see what the impact would be if Sandbox achieve their objective of rolling out to 40 experience rooms = 40 systems.
Value to OMG should be c £50k pa x 40 = £2m pa with say £1m pa dropping to bottom line.
This isn't going to be life changing for OMG but if this entertainment format does take off and rooms sprout up across the world with Vicon taking a large chunk of the market then it could get very interesting.

If anyone has further insight would be glad to hear of it.

[cf456] 15/3/2019 10:14

Charles Stanley will be pleased with their timing, recently taking their stake from 6% to 10%: