Osirium Technologies Investors - OSI

Osirium Technologies Investors - OSI

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Stock Name Stock Symbol Market Stock Type
Osirium Technologies Plc OSI London Ordinary Share
  Price Change Price Change % Stock Price Last Trade
0.00 0.0% 16.50 08:00:00
Open Price Low Price High Price Close Price Previous Close
16.50 16.50 16.50 16.50 16.50
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megasonic: I see what you did there Kemche. Yes you are right, this thread has had a lot of ramping and false equivalencies - as you point out, certainly the most bizarre is equating OSI with Amazon. While some of us will read such things and just laugh, unfortunately the reality is there are investors who will read such nonsense, believe it and then act on it.=====I mean, you can kind of see the sense in hyping OSI, right? The Bull case for OSI is that it is a cybersec company with a micro cap valuation of £5m and it should, in this era of increased digital use, explode in value. Whether that is through organic growth, acquisitions or indeed a take over, the Bull case is OSI will rocket to the moon because it has a low base and is in a hot sector. It's a no brainier, just look at all the other tech companies if you don't believe the Bull. And at a £5m MCap, this baby is bound to multibag says the Bull. After all, you don't want FOMO do you?=====The Bear case does not disregard the low base nor the hot sector. The Bear case requires scratching beneath the surface to see the root problem: after years of losses and countless fund raisings, OSI is fast reaching a point where cash reserves will be depleted and the market will be reluctant to participate in further fund raising. OSI would be at risk of going out of business without a significant cash injection. The only strategy left open to the Board would be to engineer a take over. Bargaining from the weak position OSI would find itself in - and not forgetting the £2.7m+7.5% interest loan (which is more than half OSI's current MCap) - the Bear is pessimistic about the Board's chances of delivering "long term shareholder value" from any potential deal - it's not like they have a great track record, just checkout the 3 year OSI chart. The Bear says OSI is on the edge for a reason, takeover candidates will know that and no doubt will pursue a good bargain for their own shareholders. That is if there are any takeover candidates at all, opines the Bear.=====For those intent on OSI: then invest knowing this company, do not invest thinking "OSI is the next best thing since sliced bread".To clarify, OSI is NOT on the cusp of being the next Amazon, McAfee, CyberArk, DARK, AOM, STAR or anything of the sort. If anything, OSI is on the cusp of being broke. The only reasonable strategy is to wait for a buyer. But how much would a buyer pay? That is difficult to answer. At this point let me caution the reader against further ramping and false equivalencies that will undoubtedly follow this post. You are in essence trying to call the bottom of the share price fall and that is a notoriously difficult thing to do (don't catch a falling knife). I will not try to call the bottom, but I will say my belief is the bottom has yet to be reached.
hedgehog 100: megasonic 30 Nov '21 - 12:06 - 412 of 412 " ... But I do not see investors jumping at the chance to invest another £2m into a company which has lost 90% of its value over 3 years and currently has a MCap of £5m. Good money after bad springs to mind. ..." Megasonic, Most IT software & services companies have been hit by the pandemic. See for example the trading update from SYS last month: 29/10/2021 06:00 UK Regulatory (RNS & others) SysGroup PLC Trading Update and Notice of Results LSE:SYS Sysgroup Plc " The Group expects to report revenue for H1 of £7.58m (H1 FY21: £9.01m), 15.8% lower than H1 FY21. As noted at the time of the Group's FY21 final results, customers have continued to defer and curtail expenditure decisions as a result of the pandemic and our sales teams have continued to face restrictions in their ability to have in-person interactions with customers and prospects to develop the sales pipeline. Operationally, performance has been robust. SysGroup continues to benefit from lower overheads as a result of integration synergies delivered from past acquisitions and the Group has diligently managed its operations whilst continuing to invest as required in the business. ..." https://uk.advfn.com/stock-market/london/sysgroup-SYS/share-news/SysGroup-PLC-Trading-Update-and-Notice-of-Results/86404161 As regards the 90% share price decline: you obviously prefer shares like IGP that have already gone up hundreds of per cent, though that is often the time to move on. But a share price decline can create a value opportunity. Look at STAR, just renamed as TRAC (with an eight into one consolidation). At the start of August it had also declined by over 90%, since the start of 2015, but it then rapidly trebled. So I think that there is massive intrinsic value here, e.g. the 7 patents, hundred + customers, thirty + partners, etc., which I think could well come out in the short term with a takeover. And don't be surprised to see the share price moving up significantly ahead of a takeover.
hedgehog 100: Some small company shares have rebounded very well from the pandemic problems this year, whereas some haven't. Is there a pattern in this divergence? Well, it seems that shares more directly hit by the lock-downs, e.g. events companies, restaurants, etc., have been more likely to rebound, as the reopening etc. have more immediately benefitted them. Whereas many small IT services, software, and hardware companies have yet to rebound strongly. Two widespread problems here have been supply chain disruption, and customers deferring investment decisions. But these problems are temporary, and indeed are already diminishing. Which could create a very good recovery opportunity for investors. In fact, it wouldn't surprise me if the IT software and services sector becomes the best performer of 2022. So OSI could benefit from both growing business and improving sector sentiment, which would be an ideal environment in which to raise more funds.
hedgehog 100: "Could Darktrace shares rapidly rebound after today's 5% drop? As the AI cybersecurity firm’s 180-day lock-up period ends, one of its largest shareholders, Deep Defence, has sold a third of its holdings totalling 11 million shares. And there could be more to follow. Charles Archer | Financial Writer, London | Publication date: Wednesday 03 November 2021 14:20 Darktrace (LON: DARK) shares have been volatile since the company’s IPO on 30 April. Originally offered at 250p each, strong investor demand saw the Darktrace share price surge 294% to a high of 985p by 23 September. But over the past fortnight, Darktrace shares have fallen by more than a third to 600p today. The company’s current £4.2 billion market cap means that it’s still worth more than double its initial IPO price. However, with the lock-up period now concluded, there might be further falls to come. Darktrace investors It’s not just the end of the lock-up period that’s hurt the Darktrace share price. On 25 October, an analyst note entitled ‘Reality Check’ from Peel Hunt said that there was a ‘disconnect between the valuation and the ultimate retail opportunity’ of the company. Worryingly, it said that some customers of the AI cybersecurity firm had described its technology as ‘snake oil.’ It downgraded Darktrace to a sell position and gave it a target price of 473p. Coming just two days before entering the FTSE 100, the note kickstarted a rapid share price decline. ..." HTTP://www.ig.com/uk/news-and-trade-ideas/could-darktrace-shares-rapidly-rebound-after-today-s-5--drop--211103 "How long does a computer virus takes to infect a computer? 20th November 2017 ... • Ransomware, for instance, will start encrypting files within seconds of downloading onto your computer. A test carried out on different types of ransomware revealed that 1,000 Word documents were encrypted from between 18 seconds to 16 minutes. ... • A virus can also be downloaded via an email attachment and it may start working immediately shutting down your computer. ..." HTTP://www.blu-gates.co.uk/hello-world/
hedgehog 100: "Global Ransomware Damage Costs Predicted To Reach $20 Billion (USD) By 2021 Ransomware is expected to attack a business every 11 seconds by the end of 2021 – Steve Morgan, Editor-in-Chief Northport, N.Y. – Oct. 21, 2019 Ransomware — a malware that infects computers (and mobile devices) and restricts their access to files, often threatening permanent data destruction unless a ransom is paid — has reached epidemic proportions globally and is the “go-to method of attack” for cybercriminals. A 2017 report from Cybersecurity Ventures predicted ransomware damages would cost the world $5 billion in 2017, up from $325 million in 2015 — a 15X increase in just two years. The damages for 2018 were predicted to reach $8 billion, and for 2019 the figure is $11.5 billion. The latest prediction is that global ransomware damage costs will reach $20 billion by 2021 – which is 57X more than it was in 2015. This makes ransomware the fastest growing type of cybercrime. The 2015 to 2019 ransomware damage cost predictions have been corroborated by media outlets, academia, industry experts, numerous cybersecurity firms, and cybercrime fighters globally. “Ransomware attacks are in the process of morphing from spray-and-pray phishing blasts to highly targeted and extremely damaging network-wide infections that can cause days or weeks of downtime for a whole organization,” says Stu Sjouwerman, founder and CEO at KnowBe4, a company that specializes in training employees on how to detect and respond to ransomware attacks. “It is an unfortunate fact of life that ransomware is here to stay and that traditional software-based endpoint protection is not able to protect well against this type of malware.” ..." HTTP://cybersecurityventures.com/global-ransomware-damage-costs-predicted-to-reach-20-billion-usd-by-2021/ The plague of ransomware attacks means that protection against it should be viewed as essential - a necessity. And for essential services such as healthcare etc. this importance is even more critical. While for investors, investing in a company that provides something essential is highly desirable ... especially when the global pandemic has constrained the budgets of many companies. Step forward OSI: the right solution at the right time, for both businesses and investors. "PAM for Essential Services It's critical that essential services such as healthcare, transport and energy protect their systems against cyber attack. There are specific requirements included in the regulations for national infrastructure. Many of which can be addressed with good privileged access management (PAM).This webinar by Osirium with RazorSecure reviews those requirements and demonstrates how PAM can be used to complete assessments." HTTP://www.osirium.com/webinar/pam-for-essential-services
hedgehog 100: Definitely George, & you're welcome. Note that OSI's products have a range of patent protection, which represents both a powerful competitive barrier, and a very valuable asset. - "The intellectual property of Osirium includes 7 registered patents primarily in the 'Computing; Calculating' category, according to IPqwery." HTTP://www.crunchbase.com/organization/osirium/technology And in the period 2015-2020, OSI invested about £7.6M. into research and development, a sum greater than its current market cap. at 19.5p (££5.73M.) So it's taken a lot of time and money to develop OSI's products. Even if another company wanting such products were prepared to invest that much on R&D, and had the necessary skilled staff, they wouldn't have the time if they wanted to effectively exploit a market that is taking off right now. Add in the value of OSI's SAAS contracts, partnerships, and skilled staff, then its current takeover value could be multiples of its current level. Bearing in mind the high valuations in this sector, and the investor appetite for such stocks, then you with think that investors would be quite happy to fund such an acquisition. 11/06/2021 07:00 UKREG Osirium Technologies PLC Final Results "... The Group spent GBP1.81m (2019: GBP1.77m) on direct staff and contractor costs for research and development, of which all was capitalised in both periods. ..." https://uk.advfn.com/stock-market/london/osirium-technologies-OSI/share-news/Osirium-Technologies-PLC-Final-Results/85337692 08/05/2019 07:00 UK Regulatory (RNS & others) Osirium Technologies PLC Final Results LSE:OSI Osirium Technologies Plc " ... The Group has also continued to increase its investment in R&D this past year. During this period, GBP1,439,119 has been capitalised, an increase of 15% from the previous year. ..." https://uk.advfn.com/stock-market/london/osirium-technologies-OSI/share-news/Osirium-Technologies-PLC-Final-Results/79857494 24/04/2018 07:00 UK Regulatory (RNS & others) Osirium Technologies PLC Final Results LSE:OSI Osirium Technologies Plc " ... The Group has also continued to increase its investment in R&D this past year. During this period, GBP1,254,000 has been capitalised; an increase of 53% from the previous year. ..." https://uk.advfn.com/stock-market/london/osirium-technologies-OSI/share-news/Osirium-Technologies-PLC-Final-Results/77243542 03/05/2017 07:00 UK Regulatory (RNS & others) Osirium Technologies PLC Final Results LSE:OSI Osirium Technologies Plc "... The Group continued to increase its investment in research and development, with GBP915,476 capitalised in the period (2015: GBP404,385), an increase of 126%. ..." https://uk.advfn.com/stock-market/london/osirium-technologies-OSI/share-news/Osirium-Technologies-PLC-Final-Results/74484321
megasonic: So no comment on the fact that OSI's average contract value has fallen? To be fair there probably is not much point in commenting ... it is obvious that OSI's sales margins are diminishing thereby making it even harder for the company to be profitable. OSI will burn through cash at bank within 6 months. What then? Well yet another Placing of course. It is evident OSI will not be turning a profit in the next few years (if ever) so what happens when the company again runs dry of cash? Another Placing with even greater share pool dilution of course - a cycle of Rinse (investors), Burn (cash), Repeat. Despite knowing all this, HH you continue to peddle your fantastical narratives of a "unicorn" company (more like a "one trick pony" TBH) and false equivalencies between OSI and Amazon. All these shenanigans just so you can draw in less informed investors to recoup your losses here. Shame on you.-Who is even talking about CCS? I mean, where did that even come from? Who is even trying to undermine the work of the NHS? I think you may be several pennies short of a pound old chum.-Now if you are asking about a London-listed high quality and growing cyber security firm then that would be Intercede Group (IGP). This was once a loss making business with strong revenue. Since Klaas van der Leest was appointed CEO three years ago the company has gone from strength to strength (goes to show the impact a driven and experienced CEO can have). Not only is IGP turning a profit, but it is a sustained and growing profit. IGP's list of clients now include several branches of US Federal gov't (DHS among them), HM gov't, Australian defence dep't, State of Kuwait, Boeing, Lockheed Martin, Wells Fargo, Handelsbanken, Coutts and the list goes on and on and on and on. IGP has a suite of products which use various technologies including FIDO, MFA and PKI as well as its consultancy service (compare this with one trick pony OSI's PAM). OSI Board is obstinate and does not want to adapt to market realities or make the difficult choices required, therefore the Company will remain the laggard of its peers.-Contrary to your opinion, I am not actually at all concerned about "bashing" OSI or the company's share price - the Board is doing a good job of that without my input. I am however, thoroughly concerned about your relentless ramping on this BB. Judging from your deflecting drudgery and endless stream of lies in this thread, you must fancy yourself a BoJo acolyte. -In conclusion:OSI = company in financial difficulties IGP = company growing revenue and profitHedgehog = ramping con-artist aka Rampthensellskin
megasonic: Well HH, you are certainly continuing to push the optimistic (or shall I say ramping) view. That said I note that you seem to have lost some of your gusto - for example, a lot of "shoulds" where in the past you would say "will".We previously sparred on the topic of contracts. You suggested the contracts being won would get bigger and bigger, in fact I recall a statement from yourself along the lines of "one big contract is all it will take to turn this around". What are your thoughts now that even OSI's analyst chums at Edison have pointed out that average value of contracts were lower in this period than the previous? And your thoughts on the "unicorn contract" that has not materialised?Meanwhile OSI continues to lose money and expects shareholders to continue to bail the company out. Sales margins getting squeezed further, revenues not growing at the required rate and no obvious ways of making further savings on the P&L (short of reducing the work force and/or Board taking salary cuts) - this is all a recipe for disaster. Placing will be required, no doubt about that and it will be at a lower price than OSI's current share price I agree with HH that OSI is a duck and it is sat on its backside, though in my view that shows the company is a lame duck.And yet HH, you continue to peddle the fantastical myth that OSI is the next Amazon so you can make a profit off the hard earned monies of other investors. Investors need to be wary of people like you with your pump and dump nonsense ... Rampthensellskin.
hedgehog 100: You've got to remember, there are a lot of 'buy high, sell low' merchants in investing ... which is why many investors do so poorly. A minority of investors seem to have the insight, intelligence, and discipline to position themselves ahead of big rises, by buying underpriced shares ready to move, rather than buying overpriced situations due a fall. Some Bookbroker OSI posts when OSI was about £1 - £1.50 per share:- bookbroker 4 May '17 - 18:59 - 17 of 274 0 1 0 "Good entry point, may fall a wee bit more, but signing of new contracts early in year should generate a fair bit more revenue, and costs incurred in ramping up sales force should abate." bookbroker 4 Oct '17 - 12:04 - 32 of 274 0 1 0 "Young company making big waves, reach for your surfboards, this is going to race baby!" The latest Bookbroker OSI posts, when it's share price is far lower, and its outlook much better: bookbroker 14 Aug '21 - 21:20 - 207 of 274 0 1 1 "At that price it is no wonder this company is going to sink without trace." bookbroker 15 Aug '21 - 03:25 - 210 of 274 0 0 0 "So when they forecast to make a profit?" There may be some very sad and embittered former OSI shareholders out there, but their losses are their own fault for buying in at the wrong time. Nobody was forced to buy in, and people should take responsibility for their own mistakes.
hedgehog 100: "Want to invest in cybersecurity stocks? Here’s what I’d do Edward Sheldon, CFA | Wednesday, 24th June, 2020 The content of this article was relevant at the time of publishing. Circumstances change continuously and caution should therefore be exercised when relying upon any content contained within this article. In today’s digital world, cybercrime is one of the biggest threats we face. Described as the “number one problem with mankind” by Warren Buffett, it’s a huge problem for governments, businesses, and individuals alike. The statistics are nothing short of alarming. According to Cybersecurity Ventures, cybercrime will cost the world $6trn by 2021 – more than the global trade of all illegal drugs combined. For investors in cybersecurity stocks, there could be a big opportunity here. With cybercrime only likely to increase in the years ahead, cybersecurity companies are well positioned for growth. With that in mind, here’s a look at how UK investors can invest in cybersecurity stocks. ..." https://www.fool.co.uk/investing/2020/06/24/want-to-invest-in-cybersecurity-stocks-heres-what-id-do/
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