Opsec Security Share Discussion Threads

[keane16] 04/4/2007 08:31

a sell of 579 shares has caused the tick down

[keane16] 23/3/2007 12:58

hopefully oxman

looks like they are all small sells, there have been a few buys recently so we might turn blue by the end of the day

[its the oxman] 23/3/2007 12:49

bit of a profit shake over and done with hopefully

[rampmeister] 21/3/2007 20:43

Agree with Dead Cat Bouncer in that 'profits significantly ahead of expectations' is now the worse case scenario. Non-recurring 3dcd represented around 14% of t/o and looks like this will be more than made up with current trading at record levels. Assuming just a repeat of first half gives full year eps 8.6 bringing down p/e to around 11- way too low for a company growing at current rate.

Edit 3/4/07 - on re-read of interims notice I mis-read 3dcd gop as t/o so 3dcd contributed 2.23m of 2.82 gop for 1st half so above post incorrect. It remains to be seen if Ospec can continue to generate this profit level after non-recurring 3dcd income dries up.

RM

[keane16] 21/3/2007 12:41

is that 73,900 trade from this morning a buy or a sell?

[dead-cat bouncer] 21/3/2007 10:24

If they are going to do at least as well as the statement on 23 Jan 07 then they will be still "significantly ahead of current market expectations"; at least implies that they are likely to do even better than that, with just two months more trading under their belt.

When the market perks up again in 3-9months time, there are going to be one of the market leaders - they are in the right place at the right time. The other good thing is that the market doldrums will give them time to get their results out and have further statements about exceeding expectations. The key is that they are now in a market where they have a fantastic product (GenuOne) which is seen as a necessity and not something which will be ditched in the recession.

[broadwood] 21/3/2007 07:45

The trading update was fairly recent - so this looks pretty satisfactory to me.

Reckon it would be surprising to see much change since then.

[noshy] 21/3/2007 07:39

Opsec Security Trading Statement


RNS Number:3675T
Opsec Security Group PLC
21 March 2007



21st March 2007

OpSec Security Group plc

Pre closing trading update

Prior to entering its close period for the year ending 31st March 2007 OpSec
Security Group plc, the supplier of high quality anti-counterfeiting
technologies and services, released today the following pre closing trading
update.

The Board is pleased to confirm that the Company's core operations will all
perform at record levels this year. This, coupled with an exceptional
contribution from its 3dcd joint venture, which, as previously highlighted, is
largely one-off in nature, leads the Board to believe that results for the
current financial year will at least meet the improved expectations referred to
in the Company's last trading update of 23rd January 2007.

The Company remains actively engaged in a number of discussions with potential
acquisitions and expects to make further announcements on this area in due
course.

- ends -

"will at least meet the improved expectations"..........a bit negative, or am I being pedantic

[keane16] 15/3/2007 21:19

anyone find out when the results will be?

[its the oxman] 12/3/2007 10:54

98p offered now.

[its the oxman] 08/3/2007 16:16

nice end of the day uptick - tomorrow might prove interesting

[kneath] 08/3/2007 11:49

Guys - looking to buy. However, One has to go back to 26/02 to see buys outweighing sells. Anyone know the reason for such ratios? Also, todays sells are not insignificant which concerns also. Any help - pp, njp et al

[noshy] 08/3/2007 10:55

"buy" in Shares mag otday

[gunner1946] 06/3/2007 10:17

New to this share can anyone confirm dates of results? Thank you

[noshy] 02/3/2007 10:37

welcome ITO

[its the oxman] 02/3/2007 10:14

bought in today - ambitious, but hoping if newsflow is as positive as the last trading update suggests then these might get somewhere close to 150p this year - time will tell, but always nice to buy on a dip

[milesy] 01/3/2007 09:59

Bore da Noshy - probably find the article was also written before recent falls.

Watching closely.

[noshy] 01/3/2007 09:18

Dewi sant day

OSG gets a BUY rec in Shares today, page 30, under a series of stocks to watch concerning security measures.

[njp] 23/2/2007 08:23

Thanks harrogate.

[harrogate] 23/2/2007 08:18

It is because 2007 includes a large one off contribution from their JV that supplies product to Microsoft - which I guess has been for the Vista launch.

I feel that 2008 will be significantly upgraded when we see the final 2007 numbers

But at 1.00p these are no longer obviously a steal

[njp] 23/2/2007 02:51

PP

The pre-tax numbers are down by the same proportion as the eps.

[papalpower] 23/2/2007 02:08

Are they using up tax breaks this year, and resume full tax in 2008 ?

[keane16] 22/2/2007 13:26

bought in yesterday, should have waited until today. Very quiet board