Oxford Metrics Share Discussion Threads

[steved] 18/11/2019 11:45

Well the above seems to have become clear based on todays RNS? 5p spread just now - don't recall that been apparent before....odd?

[steved] 14/11/2019 12:32

Wonder where the shares have come from?

[lignum] 14/11/2019 10:56

I can see 4 trades - 350k, 650k, 347k, 1625k - almost 3m shares out of 120m at 87p. Someone is confident?

[mfhmfh] 14/11/2019 09:28

x 3 huge buys today

[mfhmfh] 21/10/2019 11:11

buy rating reiterated in today's IC.

[steved] 21/10/2019 06:58

That'll do, steady progress. Cash position should keep the progressive dividend policy in tact. All about the future prospects when more detail becomes available at the prelims and managements confidence that the 5 year plan progress continues to be on track.

[steved] 20/10/2019 19:55

Not expecting any fireworks share price wise but will be good to receive a trading summary and hopefully the knowledge that the FY outcome is in line with expectations. Judging by the materially higher share volumes over recent months, compared to previous years, there does seem a healthy demand for the stock, so providing all is well I wouldn't anticipate too much downside. I seem to recall that last year after a good update the shares did retrace but soon bounced back and gradually increased in value to new highs.

However, providing all is well and OMG remain positive about the future, I'll be a content LTH.

[bbluesky] 20/10/2019 18:19

Market has not been in mood for any decent results, so I expect a fall! It is a ludicrous situation (certainly not top of the market UK),as someone pointed out, we are at neg interest rates and FTSE yields say 4%.

Like Sophos this could be picked off: world leading business, cash, (I think the VR will be a cash cow...)for the short term, farm out Yotta....I just hope the company has the commitment to see off suitors (pte eq included). GLA.

[inntolife] 20/10/2019 10:28

Yes, last year was the 17th and the year before was the 19th so might be as soon as Monday :)

[steved] 20/10/2019 08:01

Should be a trading statement RNS's this week if OMG follow the normal pattern?

[lignum] 16/10/2019 15:39

Interesting paper on the work going on at Vicon. They seem to be getting a lot of traction in many specialist areas.
hxxps://www.vicon.com/resources/the-standard/

[lignum] 14/10/2019 06:44

Excellent rns this morning.

[steved] 06/10/2019 17:17

Above link highlights a recent Apple acquisition of a British based motion capture business. Seems its not the first VR, AR, MR, technology start-up/business Apple have bought. Interesting times.

[bbluesky] 10/9/2019 21:36

Good win. Smart country and underlines the complexity of public asset management and the pressures they are under.One of those: more users will bring a virtuous circle. Getting closer to lift off point for Yotta.

[lignum] 10/9/2019 20:56

Good post - thanks Steve.

[steved] 10/9/2019 19:53

hxxps://weareyotta.com/new-zealands-asm-turns-to-yottas-alloy-for-highways-asset-management-and-maintenance/

Really good insight into Yotta's potential with a new customer acquisition in NZ. Not mind blowing in itself but these types of applications are scaleable globally and clearly highlight the growth prospects of this rather niche company in the years ahead.

Encouraging IMHO.

[mfhmfh] 06/9/2019 16:36

nice rise today + high volume

[steved] 04/9/2019 20:30

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 19:52

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 11:25

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

[rik shaw] 04/9/2019 09:23

Tipped by Questor in the Telegraph today

[mfhmfh] 10/7/2019 11:41

to-up/buying opportunity coming up IMHO.

[nimbo1] 25/6/2019 09:51

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 08:24

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!