Oxford Metrics Share Discussion Threads

[inntolife] 06/6/2022 16:34

That will account for the rise today then Babbler.

[babbler] 06/6/2022 08:31

tipped in the telegraph over the weekend.

[battlebus2] 06/6/2022 08:14

Well I guess we’re going higher then 👍

[mark1000] 06/6/2022 02:39

I have a feeling Half Penny is desperate to buy shares in the 85p to 89p range. Who can blame him so would I the truth is in view of the recent sale of Yotta the current share price is exceedingly good value. With so much cash sitting on the balance sheet and good growth potential expect Venture Capitalists to be doing the sums.

[garth] 01/6/2022 18:25

halfpenny,

If this a dead cat it has clearly hit a Flubber floor. With all respect fella, you are making yourself look a little foolish. This week held a pivotal event for the company. It isn't "classic" in any way. Folk on this thread have been here a long time and understand the journey that OMG have been on. They have an appreciation for the valuation and just how cash generative/cash rich OMG are. Maybe time to move on.

Just a view.

G.

[halfpenny] 01/6/2022 16:40

Watch out thus is a classic Dead Cat Bounce falls to come 85-89p or less as it overshoots down. Very Risky at this level.

[lignum] 31/5/2022 13:46

Corporation tax rate 19% so even if cash consideration of £52m was pure profit not sure how you get to net cash inflow of £30m?

The other aspect of this sale is that it makes OMG themselves a cleaner target if someone took a fancy to them - no need to worry about how to value Yotta if making a bid.

[halfpenny] 31/5/2022 12:14

I say that growth 2.5x is wishful thinking i would expect 1.75x with a tailwind as we move into a recession phase over the next 2 years. With M&A the rewards can take 5 years plus. Cash in the bank is loosing money as inflation runs at 10% plus and bank interest return 2% or less. Still Risky at these levels so 80-89p is realistic. Hence Profit takers moving in. Lets see what analysts predict!!! Too Risky for me..

[battlebus2] 31/5/2022 11:03

For Oxford Metrics, today’s sale not only realises the investment we have made in Yotta at an attractive multiple, but it also brings even greater clarity to our go-forward growth path. This clarity adds to our excitement, our energy and our focus on the Smart Sensing opportunity that lies ahead. Our five-year ambitions to increase revenues by 2.5x and to achieve a 15% adjusted profit before tax margin remain unchanged. Now, through the lens of our Vicon business and its core technology, we have the opportunity – and increased financial firepower – to make organic and M&A investments that broaden our product bench, extend our sensing and analysis capabilities and scale us towards achieving our five-year strategic and financial goals.”

[halfpenny] 31/5/2022 10:07

Yes exactly the fall begins, TAX IS A MAJOR IMPACT. Too Risky as profit takers move in and sell sell sell.

[battlebus2] 31/5/2022 09:53

Exactly 👆

[redwing1] 31/5/2022 09:16

You are clueless, halfpenny. This is a game changer deal with an exit price way in excess of analysts' valuation of the business. It leaves OMG with the much larger, higher margin Vicon and the cash to significantly grow the business via acquisition.

The sale of Yotta will be 90% complete if it has reached the announcement stage, so execution risk is low. Your deductions for CGT and costs look like a wild guess and a poor one at that given that the statement would have talked about 'net proceeds after tax' were they to differ significantly from the gross figure.

You can talk it down all you like, but I am guessing the share price will consolidate around here for a while and head on back to 120p+ if interims are on track towards the end of June.

[halfpenny] 31/5/2022 08:51

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 07:49

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 20:19

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

[games] 30/5/2022 20:08

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 17:24

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 15:35

Pathetic. A game changing acquisition is on the cards.

[halfpenny] 30/5/2022 14:54

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 13:41

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

[halfpenny] 30/5/2022 13:00

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

[battlebus2] 30/5/2022 11:53

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 11:39

exactly. He sold and deramps

[babbler] 30/5/2022 11:39

or higher...