Oxford Metrics Share Discussion Threads

[games] 29/9/2020 19:24

Sev22. Good to see..ta.

Enevo has been going through some quite considerable growth, if yotta can tag on, it should bode well.

[sev22] 29/9/2020 18:06

Enevo partners with Yotta to help UK councils optimise waste management resources.

Two businesses form alliance to bring disruptive technology to the sector.

Leamington Spa – 29 September 2020 – Smart waste technology company, Enevo has signed a partnership agreement with asset management provider, Yotta. The two companies will work together to provide joint waste management software and IoT solutions to local authorities, initially in the UK, and later internationally, to help councils get added value both from their infrastructure assets and their workforces.

Enevo’s IoT sensor technology solution allows authorities to monitor waste bins around the clock, enabling local authorities to optimise their collection schedules and then use the data generated to schedule collections, track missed pick-ups and reduce overflows. This process enables councils to make significant efficiency and resource savings.

Following the partnership with Yotta, local authorities will be able to use Yotta’s connected asset management software, Alloy to visualise and share high-quality data from the Enevo solutions via an application programming interface (API), enabling them to make more efficient use of their operational crews and back office resource. The ease of access to the data from the Enevo system that Alloy provides will also drive enhanced collaboration and more efficient decision-making across local authorities.

The two companies have long been aware of each other’s technology and there is a natural synergy in place. Both have solutions focused on deriving operational efficiencies and enhanced resource management for local authorities in the UK and further afield and both were quick to appreciate the enhanced benefits that could be achieved by working together.

Anique Bravenboer, Alliance Manager, Yotta, said: “We were able to quickly see that the two products complement each other well and that by working together we could achieve more than if we were operating in isolation. We are both technology disruptors in an industry that has historically been conservative but we believe this partnership has the potential to shake up the whole sector. Even our customers were approaching us unprompted to ask if we were doing business with Enevo because the synergy between our businesses was so clear.”

Andy Crofts, Director of Business Development EMEA, Enevo, said: “This partnership makes complete sense on every level. We both believe in the concept of ‘data to decisions’ and by collaborating we are able to deliver fully on this vision. By having a live feed of data from our solution into Yotta’s Alloy, customers will not only be able to optimise resources but also carry out their workforce optimisation, route planning and asset management much more efficiently.

“Between Yotta and ourselves, we also have a vast amount of experience in the waste world,” continued Crofts, “and being able to bring that combined experience to market alongside the technologies we deliver will allow us to provide a fully rounded package to help take local authorities to the next level of resource efficiencies.”

[games] 22/9/2020 09:24

Some insight into electric playbox.

[games] 17/9/2020 17:45

Yullbe mag review 2 Nov.



Hopefully feedback will be sooner

[games] 17/9/2020 11:39

Opening day.



Hope they have a good one

[sev22] 14/9/2020 18:51

I have just received a detailed note from Progressive Equity Research which features Oxford Metrics. There is a very comprehensive pdf which you can download for free.

If you are interested subscribe for free and get weekly bulletins to your own personal email address.

[sev22] 14/9/2020 16:39

Sorry about that. I will see if I can send the table in another format. Oxford Metrics was one of the 14 stocks which appears in the table.

[sev22] 14/9/2020 16:30

Fourteen High Quality Small-caps:

[sev22] 14/9/2020 16:16

Fourteen High Quality Small-caps by Algy Hall, Investors Chronicle, 4th September 2020.

The impact of Covid-19 has meant I’ve recently needed to change the criteria used by a number of the screens I run, and this week I am having to make a number of alterations to my High Quality Small-cap stock screen.

In the case of this screen, the necessity of change in order to generate positive results is perhaps no bad thing. I changed the large-cap version of this quality screen a few years ago and the results have been good, whereas the small-cap screen using the old criteria has failed to impress over the same period.

Nevertheless, from a longer-term perspective the screen continues to boast a good record with a cumulative total return since inception in 2012 of 154 per cent compared with 79 per cent from a 50:50 split between the FTSE All Small and Aim indices. While the screen results are meant as a source of ideas for further research rather than an off-the-shelf portfolio, if I factor in a 2 per cent annual charge to represent high small-cap dealing costs, the cumulative total return drops to 116 per cent.

The changes I am making to the screen involve: (i) making the key quality criteria more demanding (return on equity and operating margins now need to be in the top quarter rather than top half of stocks screened); (ii) dropping the requirement for sustained improvement in quality due to the impact of Covid and the breadth of the hit across sectors; (iii) changing the forecast growth criteria to one based on the next 24 months to account for expectations of a short-term earnings drop for most companies; (iv) softening the valuation criteria as ‘cheap’ quality shares, while always rare, currently seem very much a thing of the past. The screen’s amended criteria are:

PE ratio above bottom fifth and below top fifth of all stocks screened.
Earnings growth forecast over the next 24 months.
Interest cover of five times or more.
Positive free cash flow.
Market capitalisation over £20m.
A top-quarter return on equity (RoE) in each of the past three years.
A top-quarter operating margin in each of the past three years.
Operating profit growth over the past three years.

In total 14 shares passed the screen’s revamped tests, 12 of which herald from Aim. The results are given in the table below along with fundamental data including the price/earnings ratio (PE) based on forecast annual earnings per share (EPS) 24 months out (referred to in the table as Fwd PE 2-yr rolling).

While forecasts that look so far ahead should always be taken with a liberal pinch of salt, especially for under-researched small-caps, this PE still hopefully gives a vague idea of potential valuation after the worst of the Covid hit is out the way.

HighQualSmallCaps_fordownload_30082020.xlsx

[games] 14/9/2020 07:17

.





Staff increase

[shieldbug] 09/9/2020 10:22

Momentum continues at Yotta with eight new contract wins secured since April

[games] 09/9/2020 09:12

mfh ..agreed.

Yotta bonus is the visibility and annual recurring revenue. Both helpful in these strange times.

[mfhmfh] 09/9/2020 08:24

hopefully Yotta accelerating & gaining traction now.

[games] 09/9/2020 06:13

Yotta rns.

Nick Bolton, CEO of Oxford Metrics, said:

"COVID-19 has accelerated the need for assets to be managed remotely and Yotta is working hard with both new and established clients to help them seamlessly adjust to new ways of working. Not only are we delivering innovation to councils and governments across the UK, but together with customers we have been able to find better ways of working. Local Authorities have responded well to doing business in a slightly different way to make these successes possible. I'm delighted with these important customer wins and our learnings over the past few months will undoubtedly help to shape the way we do business together in the long term."

-----------

[krobertson878] 08/9/2020 15:50

Not one of our better days but retain the faith.

[games] 08/9/2020 14:45

Faster Higher Stronger.

Paper available.

For *Company private investor worked ok.

[games] 08/9/2020 14:14

Making motion capture part of the fabric of sport.




Still waiting for the paper to become available, likewise the tweet this morning jumped the gun, ref link to website.

Nevertheless, as mentioned before their is such a large amount of cash involved in sports, and any edge that improves performance and assists in protecting the large investments in players.. has to be a winner.

[games] 04/9/2020 14:47

The way movies are made is evolving.

Stagecraft, volume, etc.

Omg is well placed.

The twitter order a few posts up,

If you need a job. Mocap vicon (The mkt looks to be gearing up)

[halfpenny] 03/9/2020 08:29

OMG. A pullback is a healthy situation, the question is how much? 80p will be very healthy..can fall very quickly.

[games] 01/9/2020 23:51

Watch the video in the link above. Looks amazing.





StageCraft virtual production project*

[games] 24/8/2020 20:20

Sept 17th opening.

[games] 21/8/2020 13:53

Looks good for omg. (Vicon)



1 week ago


Electric Playbox has ambitious growth plans and a strong pipeline of sites across the UK & US. We're looking to hire a passionate and ambitious London-based Expansion Manager to lead the charge here in the UK! This role is suited to someone who has at least 3 years experience in a similar role and wants to become a part of an entrepreneurial startup at an exciting stage in its life! If you have a passion for identifying great locations and sealing strong commercial deals, visit our careers page: hxxps://lnkd.in/dmZwTVU

[saucepan] 19/8/2020 11:29

Re-rating nicely.

[sev22] 18/8/2020 08:26

At 86p OMG is touching its 100 day moving average and is now a 'strong buy'