Oxford Metrics Share Discussion Threads

[halfpenny] 31/5/2022 07:51

Profit takers move in and fair price 85-89p. Can overshoot towards 75-80p. Remember they pay tax on the sale so may end up with just over 30m after CGT and Costs for the process. This all assumes the sale goes through without any hiccups!! Risky at this level.

[garth] 31/5/2022 06:49

OMG were positive cashflow £14.5M in the first 6 months. Taking the cash they had then and what they have just realised from Yotta they should be sat on some way north of £75M cash against a £120M market cap.

Interesting and valid points Games. I need to have a good nose around the website as you suggest. I note this in the interims. Seems to fit with the direction of travel you mention.

"The investment of GBP0.2m relates to minority interest in Trensl Inc. which provides training VR solutions for the military and healthcare (rehabilitation). The investment comes back-to-back with an exclusive Supply Agreement to provide all systems."

hxxps://trensl.com/about-us

We work with a leading provider of markerless motion-capture delivering in-home remote rehabilitation, leveraging our prescription motion program generator. The users are world-class medical institutions and elite sports organizations, but will soon be available to all.

And also "Prescription gaming"

G.

[lignum] 30/5/2022 19:19

Someone is going to do it games so why not OMG?

[games] 30/5/2022 19:08

The future growth is laid out on the omg site.

It may well be very very big..

But the public generally won't be happy

Basically your body will be monitored.
This they say will save doc visits etc and everyone will be healthier... and also spot future pandemic cases.

So will be sold on safety and health

The dark side is... combined with cbdc and even Vax passports... you will face restrictions if you do not comply.

Search IoBNT and ask yourself how this will be delivered..

You may then see why 5yr olds, and even soon 6 month old, are targeted

Everything and everyone is to be connected, in the EU Hexa X is the org behind it.

I'm still invested, but ethically I don't agree with the narrative

The dark

[garth] 30/5/2022 16:24

Halfpenny,

I get the impression that you don't really know what you bought and sliced - but that maybe you are regretting the slice.

I started this thread 17 years ago. Part of me would have quite liked a 40p special dividend. The other 99.9% of me firmly believes that I will get multiples of that 40p if I trust it to the management to execute their growth plan over the next two or three years.

Intrigued patience to pay off here I think.

G.

[battlebus2] 30/5/2022 14:35

Pathetic. A game changing acquisition is on the cards.

[halfpenny] 30/5/2022 13:54

Dream on 85-90. note: more sell of can be quick so be careful, Too Risky at these levels. Also deal not complete yet!!

[battlebus2] 30/5/2022 12:41

It won’t drop its worth the current price and more.

[halfpenny] 30/5/2022 12:00

Remember the day is not over yet!! Can drop very wuickly so be aware!!

[battlebus2] 30/5/2022 10:53

Didn’t I say the bottom was in 🤣👍. Well pleased to see the Yotta sale. That was the plan but an all cash £52 million is above our dreams. Can’t wait for results and Vicon progress. Shares worth 130p and possibly more if the update is good. Imv DYOR ETC.

[babbler] 30/5/2022 10:39

exactly. He sold and deramps

[babbler] 30/5/2022 10:39

or higher...

[halfpenny] 30/5/2022 09:57

Its important to review as details are released which is why i am waiting for falls as profit takers move in. We could end the day at 90p or less as analysts review the numbers. Just to note analysts got in before open (see charts) reaching 80 plus further increases above 90p were the Crowd hoping so expect those first in to sell and take a nice profit today. Be Patient and get in 80-90p then fill ya boots… in my view..

[garth] 30/5/2022 08:54

Halfpenny,

halfpenny30 May '22 - 08:43 - 1558 of 1560
0 1 0
Just run my numbers some say OMG valuation 95. Still lots to go topping up at next low values..fill ya boots after Profit takers make money today. May fall back to 90p or less as profit takers move in today and take profits!!

Earlier this post stated that some of your numbers suggested 135p and there was plenty of upside left for peeps to pile in. Now another post says you have taken profits, will re-enter below 90p and now 1558 reads valuation at 95p. Its all a bit disingenuous in my view.

Good luck with your top up. I have no idea which way the share price will react in the short term and I was certainly surprised to find myself 20% up so soon on my recent add. I expected the results to be a catalyst for movement (one way or the other) not a Yotta sale. I added on the basis that I see these taking out recent highs at some stage. But I know not when.

Just a view.

G.

[halfpenny] 30/5/2022 08:21

Profit takers move in so I have taken some off table will move in below 90p as OMG settles down.

[dillydally2] 30/5/2022 07:46

Plenty have Missed this rns

[halfpenny] 30/5/2022 07:43

Just run my numbers some say OMG valuation 95. Still lots to go topping up at next low values..fill ya boots after Profit takers make money today. May fall back to 90p or less as profit takers move in today and take profits!!

[halfpenny] 30/5/2022 07:38

Wow!!! Great Future with a Focus on Delivery… Oxford Metrics plc (LSE: OMG), the smart sensing software company, servicing life sciences, entertainment and engineering markets, today announces the sale of its infrastructure asset management division, Yotta, to Causeway Technologies for a cash consideration of £52.0 million.



Yotta today serves over 200 customers worldwide, providing software to assist in the management of more than 35 million physical assets and related services - including highways, street lighting, and waste management. Originally a spin-out from Oxford Metrics' core technology, the Group has successfully scaled Yotta and its operation in recent years, particularly increasing the level of recurring revenue it generates and achieving full year profitability. It has done so in a market which is increasingly distinct from the Entertainment, Life Science and Engineering markets served by Vicon: the Group's larger and higher-growth division.

[garth] 30/5/2022 07:33

Quiet here this morning.

Interesting development. I have valued the growth in Yotta, assuming that it brings in decent cashflow. I used to wonder whether it might actually get listed as standalone. I would be interested to learn why the sale rale rather than spin-out - I guess taking the cash involves a lot less management time that would otherwise have been deflected.

Leaves the business more focused and, one might expect, liable to trade at a higher multiple moving forwards.

Fortuitously I decided to add last week ahead of results. Wish I had added more!

G.

[halfpenny] 30/5/2022 07:30

Takeover and Fantastic update…

[battlebus2] 24/5/2022 13:49

Have we hit lows here, a few buyers today I see.

[mfhmfh] 09/2/2022 14:40

from today's AGM statement:

'The Group's Vicon subsidiary continues to experience high demand, holding unprecedented levels of orders-in-hand, while we continue to manage the short term market-wide supply chain challenges. Yotta continues to generate reliable and growing levels of recurring revenue as customers adopt its toolsets for public asset management.'

[tomps2] 06/12/2021 08:28

Oxford Metrics (OMG) full year results overview - Nov 2021

Highlights of Oxford Metrics’ full year results for the year ended 30 September 2021. This illustrates the technology, the 5 year growth strategy to achieve 2.5x revenue and to return adjusted Pre Tax Profit to 15%, and closes with the shorter term outlook.

Watch the video here:

Or listen to the podcast here:

[km18] 02/12/2021 14:06

Oxford Metrics plc engages in the development, production and sale of computer and equipment for engineering, enabling its clients to maintain road networks, assist hospitals with therapeutic strategies and help studios to create visual effects. The large influx of initiatives was positively incorporated into the firm’s financial prospects, where adjusted profit before tax soared to £4.8m from £2.6m in 2020, leading to substantial surge in its stock price. Furthermore, the firm’s P/FCF ratio was 22.2, outperforming the industry benchmark, signifying that Oxford Metrics was able to finance its operating and investing efficiently activities while optimising profits.