Oxford Metrics Share Discussion Threads

[johndoe23] 14/12/2023 08:11

Don't tell me this is going to drop back again

[nchanning] 13/12/2023 10:24

If I was in their position with a nice salary , some options and tiny equity stake I'd probably want to do some empire building too , it's way more fun than doing a tender offer . But best thing for shareholder value would be to return 20-30m by tender offer , which would still easily allow them to do one or two acquisitions a year

[nchanning] 13/12/2023 10:21

It's a shame there's still not a logical approach to capital allocation . They're simply going to do M & A because they want to do M & A . They couldn't find anything to buy in their industry so they thought 'what else can we buy ?' There should be a clear comparison drawn between the value available in buying back their own shares on a very reasonable rating and acquiring something else All that being said , the criteria for acquisitions 3-9m in revenue , IP rich , cash flow positive is a good pond to fish in where the likes of Judges have been very successful escaping competition with private equity . It still seems like the cash pile is far too large for this strategy

[lignum] 11/12/2023 11:03

Presentation OK even though sound quality poor - markerless tech using ML looks interesting. Lots of potential. New CEO sounds solid and knows her stuff.

[nchanning] 08/12/2023 12:21

Big Aviva fund 1 billion plus hopefully they take a much bigger position

[johndoe23] 08/12/2023 11:51

Nice move now 100p plus coming

[johndoe23] 08/12/2023 08:09

Aviva increasing. Wonder who was selling

[faz] 06/12/2023 19:39

Cash of £64m against a £111m market cap, acquisition accretive in '25 and good solid recurring revenue. Way undervalued.

[johndoe23] 05/12/2023 13:27

Some have panicked regarding the smaller order book

[nchanning] 05/12/2023 11:47

Order books shrinking as companies have more confidence in the supply chain is being seen everywhere . Hence revenue upgrades with a shrinking order book

[battlebus2] 05/12/2023 09:59

Spooky Progressive say the order book is healthy and with confident management we increase our targets.

[jonnyfaz] 05/12/2023 09:09

The directors are proposing a final dividend in respect of the financial year ended 30 September 2023 of 2.75 pence per share (2022: 2.50 pence per share) which will absorb an estimated £3,587,000 of shareholders' funds. This dividend will be paid on 14 February 2024 to shareholders who are on the register of members at close of business on 15 December 2023 subject to approval at the AGM. These dividends have not been accrued in these financial statements.

[spooky] 05/12/2023 09:03

Order book is the obvious reason.

[battlebus2] 05/12/2023 08:16

Profit taking it seems.

[johndoe23] 05/12/2023 08:14

Shock good results and drops

[tallprawn] 05/12/2023 08:08

When's the ex divi date...? I can't see it in the results release this morning unless I've missed it.

[johndoe23] 04/12/2023 15:57

Two large trades at 1430 not sure if buys or sells

[peddlers] 04/12/2023 14:45

4% rise today.

Hopefully get a nice bounce from tomorrows report.

P.

[peddlers] 04/12/2023 11:32

Rising on imminent results (tomorrow).

P

[johndoe23] 03/12/2023 19:36

Finals Tuesday

[johndoe23] 01/12/2023 12:18

Constant selling pressure

[lennonsalive] 01/12/2023 11:30

What was that all about this morning