Oxford Metrics Share Discussion Threads

[interceptor2] 22/10/2012 08:23

Brought in here this morning. Have had these on my watch list since April 2010, and have waited patiently for an opportunity to invest.

Good trading statement this morning, and the chart looks good with a long priod of consolidation giving support at 23p and break out target at 26.5p.

ic2...

[skyracer] 24/9/2012 11:49

Autographer looks an interesting move for OMG (as previewed by Boraki, post 807). Could be a game changer and may attract a bid.

[boraki] 21/2/2012 19:50

Rather large buy today, me thinks 356,000 mmmmm

[boraki] 16/2/2012 13:35

22% in 2 weeks is not too bad ;-0

[garth] 15/2/2012 08:36

And still climbing......

[boraki] 11/2/2012 18:16

This looks interesting.

Taken from recent report

Continued from page 29.
BBH: partners for Life
To help us maximise the potential of Revue in consumer
markets, we knew we needed top quality marketing, brand
and product development expertise. And that's precisely
what we secured in July when we formed a new strategic
partnership with BBH, one of the world's most widely
respected and creatively garlanded brand communications
agencies. We have been working closely with BBH and its
brand invention division Zag on the development and market
testing of the product itself, as well as on developing the
marketing strategy and positioning for what we intend to be
a highly desirable new consumer brand. This partnership has
been further strengthened by acceptance of OMG shares by
BBH in part consideration for their contribution.
Seeing the unseen


By the time you read this, we expect to be taking delivery of
the first examples of the finished product. We cannot unveil it
here, but we can assure you that it is something quite special;
an aesthetically delightful piece of design, with an understated
elegance that allows it to take on the style of the individual
wearing it.


OMG 2011
In terms of market positioning, the key to understanding
the potential of Product X (we're currently keeping the brand
name under wraps) is that it genuinely offers something
different from other types of serious camera and the camera
in your mobile phone. Summed up in the line above, it's about
capturing the moments that would otherwise be missed; it is
a quite different proposition to a serious photographer's
SLR, or the compact digital that we all use on holiday or at
Christmas, but never seem to have with us at other times
when we might need it.
Working with BBH, we have rigorously tested this positioning,
and found that it strikes a powerful chord with potential
buyers. And they won't have to wait much longer to start
"seeing the unseen."


A potential market of millions


We will launch Product X in 2011/12 ('FY12'), initially only in
the UK and online, but subsequently also through carefully
chosen retail outlets. As for the size of the market we plan to
reach, our preliminary work has confirmed our belief that this
is a product with mass appeal. We have identified a potential
audience of between 3.5 and 4.5 million people, in the UK
alone. Even a relatively low level of penetration to begin
with, would represent an enticingly high number of units.
Expect more from Life
We would be the first to acknowledge that, for OMG, moving
into consumer markets for the first time represents a big step
into new and unfamiliar territory. But we see it very clearly
as a natural progression: our technology already touches
millions of people's lives all over the world, and we have
always believed in its potential to make an even wider impact.
In addition, we are happy to have the support and enthusiastic
involvement of one of the world's leading suppliers of brand
expertise and creative thinking. That may not guarantee
Product X will hit the jackpot, but it greatly increases our
chances of scoring a major success.

[boraki] 06/2/2012 08:10

Nice contract win in these difficult times.

OMG plc, (LSE: OMG) ("OMG" or the "Group"), the technology group providing image understanding products for the entertainment, defence, life science and engineering industries, is pleased to announce today that its Yotta DCL division, the UK's leading highway surveying company, has signed a four year contract with the option to renew for a further year with the Highways Agency.

The contract is expected to be worth GBP2.27m over the life of the contract. As part of the agreement, Yotta DCL will perform a Traffic Speed Condition Survey (TRACS) to determine the condition of the road surface, assess which areas are in particular need of repair and determine where immediate action needs to be taken. Over the life of the agreement, Yotta DCL will survey and monitor approximately 140,000km of motorway and other major roads across England.

[boraki] 02/2/2012 17:45

Quote, "Anybody know how much 80 vicon cameras and ongoing support is worth?
OMG never disclose details. Sounds like a good deal."

I have been trying to find out myself today Jackie, but without ringing omg, I seem to be drawing a blank.

However,

Andy Serkis and film producer Jonathan Cavendish is excellent news for OMG.





Good luck to omg

[jackiewilson] 02/2/2012 14:54

Anybody know how much 80 vicon cameras and ongoing support is worth?
OMG never disclose details. Sounds like a good deal.

I still watch for old times sake and interest - will they always be in sophisticated, but niche markets and thus range bound?

[boraki] 02/2/2012 13:44

yep, looks good to me

[masrscb9] 02/2/2012 12:54

OMG's Vicon signs deal with The Imaginarium:

[garth] 10/10/2011 23:18

Well, I guess I'm probably a bit early considering overall Market conditions but I have begun buying back my holding today -just a few though.

G.

[radon] 07/10/2011 22:23

OMG pushing below 20p. The FY closed on 30 September. It looks ominous....

A short announcement about meeting expectations would be nice?

[bearfoot] 15/6/2011 10:07

GYY - Que? OMG?

[gyy] 14/6/2011 17:16

UK CPI inflation holds steady at 4.5%


UK Consumer Prices Index inflation held steady at 4.5% in May, new data shows.

It means the CPI rate has now overshot the Bank of England's 2% target for 34 of the past 40 months.

The Retail Prices Index (RPI) measure of inflation - which includes mortgage interest payments - was also unchanged at 5.2%, according to the Office for National Statistics (ONS).

Fuel and food prices continued to be the main contributors, with both components up 1.3% from April.

Air and sea transport costs fell sharply in May, but not enough to fully reverse an even sharper jump in costs in April for the Easter break.

Over the course of the past 12 months, transport costs remain the biggest contributor to inflation.

Meanwhile, alcoholic drinks and tobacco have now recorded a 9.8% increase since last year - the highest year-on-year rise on record - thanks in part to the VAT rise.

Fuel prices also accelerated, up 13.7% compared with a year ago.
Bank resistance

The overall inflation figure was in line with market expectations.

It follows a rise to 4.5% in April - the highest inflation rate since October 2008 - from 4% in March.

[gimeabreak] 10/6/2011 08:26

Come off it lads reading through the intrim results and after getting over the initial shock of a £300,000.loss taking into account a 1.3 mil aquisition with a large delayed contract expected to be finalised this year the market has over reacted to this stock, so bought 12000 yesterday I expect the price to gradually rise Should be interesting.

[bbonsall] 27/5/2011 11:06

I presume Investors' Chronicle has put the boot in? Anyone know what has been said?

[garth] 19/5/2011 13:40

Interesting that at current price we are holding to the bottom of the rising trend channel. It might be encouraging for holders to see that continue to hold.

[jackiewilson] 19/5/2011 12:40

Garth
I reread recent posts this morning first thing, including above - good timing. And you're right - its almost a tradition for OMG stretching back several years.

My bigger concern is the new consumer facing arm: OMG Life - the strategic partnership with the ad agency. It'll either be massive or an expensive flop. I'd rather the focus was on 2d3.

"To enable OMG Life to get off to a good start, the Group has planned for significant additional OMG Life expenditure in the second half, which will affect our bottom line performance for the full year 2011 results. A budget of £1.3m has been set aside in preparation for OMG Life's product launch which is planned for 2012. However, we are excited about this new development and the Board believes OMG Life and its "Revue-based" product range could have significant potential across a range of markets in FY2012 and beyond".

I wonder how much test marketing they've actually done before committing to this new division? It seems a bit like a vanity project and so for that reason I'm going to quietly disappear.

[garth] 19/5/2011 12:28

garth - 11 Mar'11 - 09:28 - 773 of 791 edit


Picture here looks good and as though they have further to go. One doubt in the back of my mind is that the last time they released results with a 'biggest ever contract' the following results disappointed and the price dipped in response.

They have been announcing good news and two directors have now sold shares into that news - one sale of 1m shares.

I understand that directors have to sell sometime, but why now? Why not in 3 months or 6 months time when we would expect the share price to be higher?

Have in the past maintained my position in a share as directors sold - and ended up paying the price of seeing profits disappear.

Was sitting on a 50%+ profit so have taken some of that to invest elsewhere.

G.


Had I remained in I would have seen all of my profit disappear. Will now watch and expect to be back in again - but not yet. Perhaps at 23p.

[gimeabreak] 19/5/2011 12:25

and yet the probability is the situation will change for the better, in which case this will be just a blip that has caused some to panic by selling.The markets at the moment are volatile really what it saying is 'If you dont like the heat keep out the kitchen'

[skyracer] 19/5/2011 08:58

The market has caught OMG flat-footed and they have not controlled their administrative costs. There is a considerable chance that the situation could get worse for them not better as revenue stalls and could lead to exceptional restructuring costs and asset write-downs.

[jackiewilson] 19/5/2011 08:12

Interims


And that's the issue with OMG : lumpy revenues and unpredictability

Revenue of £13.3m (H1'10: £14.4m)
Adjusted loss before tax of £0.3m (H1'10: profit before tax £1.4m)

However,
Net Cash balance remains buoyant at £2.3m (H1'10: £4.1m; FY'10: £6.1m)
Reflects £1.3m cash used in period in the acquisition of Sensing Systems

and encouragingly, in 2d3 division

o Revenue up 55%, delivering maiden divisional profit

o Acquisition of Sensing Systems, establishing OMG as technology leader in the growing video intelligence market


Back to watching the newsflow over the next 6m to see if we are in recovery/growth again and so H2 should be back into profit... it's a long job with OMG.