Oxford Metrics Share Discussion Threads

[mfhmfh] 06/9/2019 17:36

nice rise today + high volume

[steved] 04/9/2019 21:30

bbluesky,

Couldn't agree more. The 5 year plan is going great guns but primarily due to the continued growth of Vicon, with excellent new products/markets in LBVR and Elite Sports. In contrast Yotta, whilst having exciting potential, isn't gaining quite the traction OMG anticipated.

I've thought for some time that Vicon must be extremely vulnerable to a take over. The applications and prospects will look attractive to a number of suitors to remain independent IMO.

As you have said much to look forward to.

[bbluesky] 04/9/2019 20:52

Questor rather depressingly, as a UK resident, considers OMG as a take-over candidate, which others have suggested before, but with the currency so cheap...and questions how long Yotta can be a drag on Vicon's performance in the big pic. For me,they are uneasy bed fellows and whilst a big fan long-term of Yotta, public services are historically, not the most dynamic, so spin - off is always on the cards. OMG is big in VR and in contrast this is dynamic. Much to look forward to.

[steved] 04/9/2019 12:25

Wondered why it opened so strongly. thank you for the information.

[rik shaw] 04/9/2019 10:23

Tipped by Questor in the Telegraph today

[mfhmfh] 10/7/2019 12:41

to-up/buying opportunity coming up IMHO.

[nimbo1] 25/6/2019 10:51

Its a very strong hold imo, definitely one to hold onto for a few years - isn't too expensive and doesn't seem to attract the same sort of hype as many other companies. I will keep my position and definitely look to add on any market related dips in due course.

[bbluesky] 25/6/2019 09:24

If this is seen as "medical devices", then it really underlines OMGs diversification building on the core strategy and again is positioning at the forefront of massive future markets.No wonder long-term holders are so keen!

[steved] 24/6/2019 18:08

Surely this news warrants an RNS? Wouldn't be surprised to see one tomorrow. Elite sports is one of the growth drivers where OMG have accelerated investment. Therefore this should be classed as a significant new product launch? The market is substantial.

[stav13] 24/6/2019 13:35

The Blue Trident IMU Sensor
The new Blue Trident sensor is the most advanced IMU athlete sensor on the market, enabling coaches to collect real-world data on activities which have previously been unquantifiable. Kicking, sprinting, springboard diving, and many more sports have now been opened to the world of athlete tracking. It does so through a variety of technological innovations and market first.

[steved] 24/6/2019 08:27

Yes, obviously starts today so whatever the BIG news is we should know soon? Perhaps later today when the convention kicks off?

[bbluesky] 24/6/2019 08:09

Thx SteveD: National Athletic Trainers Association - Convention 24-27 June Las Vegas.

[steved] 23/6/2019 20:27

Intriguing.....

In the last addition of "The Standard" it stated in an ImeasureU review and I quote "I'm particularly excited about the imminent launch of our next generation inertial sensor which will change the game for researchers and practitioners alike".

In a tweet on Friday ImeasureU highlighted they will be present at the NATA1950 conference where BIG news will be announced.

This could be the new sensor as they seem to be making a big thing about it. Have to wait and see but this could be significant? Watch this space.

[krobertson878] 13/6/2019 07:06

Gorra love those figures.

[shieldbug] 12/6/2019 16:40

When you remove the net cash from the PE calc its a good value growth company. Absolutely one for the long term.

[mfhmfh] 12/6/2019 12:40

I also agree with the long-term view. This is for patient investors.

Also remember: £10.9m in net cash and company looking at acquisitions.

I think Vicon will really fly in the next 12 months and Yotta starting to gain momentum as well.

All IMHO.

[texas_caddy] 12/6/2019 11:08

lignum, I'd agree with the long term view. For me it is the opportunity and whether the company can capitalise on that and turn into meaningful growth numbers. So far everything looks to be lining up favourably so happy to hold. Also on the 5 year plan - we're now in year 3 so expect this will be needing refreshed sooner than later beyond the 5 year mark, interesting to see what comes of that.

[lignum] 12/6/2019 11:04

I think the majority of holders are in this for the long term leaving little liquidity and the share price susceptible to small volumes. This is not a trading share. The key issue for me is the 5 year plan and so long as they remain on track I will hold.

[mfhmfh] 12/6/2019 10:28

positive write-up in IC:

'Vicon’s sales pipeline is 11 per cent ahead of where it was this time last year, and Yotta’s pipelines “continue to grow” after changes made within its sales team.'

[scubadiverr] 12/6/2019 10:12

Market says no ?

[bamboo2] 11/6/2019 13:58

Looks like price may want to test the Breakaway gap support zone, 83-84, caused by the rns 15/3/2019

[tim1478] 11/6/2019 13:12

Made small purchase today.

Bull case. Good shares often fall on results day. Future looks promising over a 2-3 year time frame

Bear case. On the figures alone, the share is expensive and vulnerable to any bad news. Expansion does not always equate to raised uncorrected EPS.

I have ammunition to buy lower and will do so if 75/80 seen and story has not fundamentally changed.

GLA

[steved] 11/6/2019 13:09

All in all it appears its steady as she goes at the interim stage. Very encouraged by the confidence that year end market expectations will be met, especially as there is only just 3 months of the FY remaining. More so, the clear growth drivers and confirmation that OM are on track towards fulfilling the 5 year growth plan.

It seems that Yotta haven't really progressed as quickly as the management anticipated 2.5 years ago but it shines through that there is every prospect that momentum is growing and that at some point growth will accelerate.

All in all as a long term investor I feel pleased and will look forward to learning about ongoing developments.