Oxford Metrics Share Discussion Threads

[boraki] 14/7/2008 08:02

Not too sure whether this is good news or bad news, i.e. Finance officer.

[geovest] 11/7/2008 10:02

hew, the new 16 megapixel cameras will drive income in Vicon in the second half and next year, but the big move will be when they get a substantial defence order. The Northrop Grumman evaluation will run until December and if successfull could lead to substantial contracts.

It means you may have to be patient for another year or so for the big move, but at least the underlying business continue to grow.

[hew] 11/7/2008 09:09

Thank you Geovest. Hmmmm....... not done much for the share price then!

Great technology, great market applications, great PR ..... well some anyway.
Looking forward to great things ..... soon?

[geovest] 10/7/2008 07:49

hew, its Analysts and Institutional Investors only, - Private Investors not invited.

[hew] 10/7/2008 07:39

Perhaps I just haven't stayed in touch but The Analyst and Investor day today is news to me. I have a prior commitment - if anyone does go, please post on anything interesting. Thank you.

[owenski] 07/7/2008 15:50

bbon, not a good market anyway and seems to be in a bit of a downtrend. No doubt this is a very interesting company and will have its day, Im watching to buy, don't wanna buy at the mo if it keeps slipping down. I agree with IC's comments by the way.
Regards.

[bbonsall] 02/7/2008 15:29

After the last couple of days that IC comment holds a lot of water doesn't it?. Defensive eh!? Drpped 10% since thay said that.

[bbonsall] 29/6/2008 16:26

Thanks Geovest.

[geovest] 29/6/2008 10:50

IC 20June: "Shares have prove defensive since May's buy tip at 61, and trade on a forward PE ratio of 16. Strong profit growth and continued US expansion means that, at 58, they remain a buy."

[bbonsall] 28/6/2008 14:40

Can anyone tell us what Investors' Chronicle said about the results please?

[wolterix] 22/6/2008 14:42

ex-colleague pointed me to a product called Pfhoe... said it was good,'didn't crash', works with high def and is only £125....?

below is a good tutorial video in any case, which for those not familiar with camera tracking, is a very intro to how they work and what they do



bear with it to get past the animated 'pumping' logo at the start

[wolterix] 21/6/2008 17:14

Hi, looking into this share, because of course I've just read IC, but primarily I used to use Boujou, and it was pretty wowy when it came out - never thought for one minute that they would turn into a publicly listed company! the new mesh modelling software looks interesting also, wonder how it would cope with urban environments, e.g. London and wonder if it would effectively put zMapping.com out of business, but I guess it's a question of accuracy and extraction of meaningful data, e.g. a 3d point cloud scan from one of those 3d scanners is pretty useless

anyways before I jump, does anyone know of potential difficulties for the company? they look on the up and up obviously, and b not really a high end 3d specialist a la Framestore etc, but if anyone knows much about the 'heavier duty' tracking software or indeed whether bojou is now competing fully in that arena, I also notice 'moujou' boujou for Maya of course...

[boraki] 17/6/2008 08:34

Well done OMG

[geovest] 17/6/2008 08:24

Excellent interim results! The new 16 megapixel T series should drive volumes in the second half plus further contracts for Yotta and defence.

[hew] 13/6/2008 19:34

The field covered by today's RNS has huge potential technically. If the evaluation pans out it's importance will be such that I can't see OMG being allowed to keep it solely in its own hands. Northrop will want to get it one way or another and US (and other) military and civilian regulatory bodies (FAA) are bound to become involved. And of course standardisation bodies etc.

Lets hope OMG can at least gets oodles of $ for it.

Rather surprised I am the only poster on the subject; again, if this works, OMG will get lifted well on to many peoples' radars.

[radon] 03/6/2008 08:53

Vicon released the new T series camera today. This includes a 16 megapixel mocap camera. This is pretty big news. Remember that Vicon generates most of the cash for OMG right now and this really opens up a gap ahead of any other competitors. Should be good for the profit margin!

[masrscb9] 31/5/2008 00:18

May 29, 2008 -- Yotta DCL's unique automatic inventory mapping service is helping Wrexham County Borough Council in the UK develop its Highway Asset Management Programme (HAMP) for its entire 1223km highway network. The cutting-edge service will provide data for five groups of assets – gulleys, lit signs, unlit signs, street nameplates and footways. Using the data, Wrexham will be able to produce accurate asset valuations, model depreciation, and forecast maintenance and replacement costs for the County's HAMP.

"The beauty of the asset survey is that we can go back to Yotta DCL and obtain further data as and when we require it. This enables us to manage our budgets and provides a very cost-effective way of developing our HAMP, which in turn helps us manage our assets better. We did look at alternatives, but these are expensive and time consuming. Yotta DCL provides a unique winning formula that is performed in days whereas other methods could take years to provide results," says Paul Fairclough, Operational Manager, Street Scene and Highways, Environment Department, Wrexham County Borough Council.

Over several years, Wrexham had amassed asset data for its highways and streetlighting, but to build a comprehensive asset inventory register for developing its management programme the Council required additional information for street furniture and other important features.

During an engineering group meeting of CSS Wales (County Surveyor's Society), Wrexham was made aware of Yotta DCL's asset inventory survey expertise and services. What stood out were the speed, accuracy and cost-effectiveness of the survey. In addition the ability to provide compliant and compatible data that could be uploaded easily into the County's asset management system was a deciding factor in contracting Yotta DCL.

"Following the CSS Wales meeting, Yotta DCL presented its service to us at our headquarters. We were then able to look at exactly how it would help us with developing our asset management programme. The ability to provide us with data we could use immediately with our existing system was extremely important and the company proved to us that it could easily work within this particular requirement," says Paul Fairclough.

The Engineers had investigated various alternatives but all of these were expensive and extremely time consuming. Paul Fairclough highlights the flexibility of the service, noting how data can be purchased for different asset groups as funds are made available to the department.

"The survey is a permanent high-quality video record that gives us a snapshot of the road at the precise time it was performed. This allows us to revisit it visually as well as extract more asset groups as we need them," concludes Paul Fairclough.

[denjon] 25/5/2008 08:29

Apologies to those who have already seen this item from D.Mail 29/4/08

OMG: picture continues to brighten

THIS IS MONEY'S SMALL CAP TIPS
Small cap share tips: SSP, Armour, OMG
James Crux, Editor, Growth Company Investor
29 April 2008

Our regular review of the latest developments and hottest tips in the exciting world of the Alternative Investment Market is written by analysts at the UK's leading authority on fast-growing




At OMG, the provider of 'image understanding' technology for industries such as entertainment, life sciences and engineering, the investment picture continues to brighten.


The company, whose technology captures the movements of everyone from actors for the movie industry, to sports stars (for the purposes of video games or improving team performance), to children with Cerebral Palsy, with clients ranging from hospitals to Hollywood studios, has announced the acquisition of Mobile Video Services (MVS).


OMG is paying £2m in cash and shares for MVS, a profitable US-based provider of data collection services for the assessment of property taxation. Chief executive Nick Bolton says the earnings enhancing deal 'represents the next important step' in the development of OMG's 3D mapping arm Yotta, which collects and analyses highway data and street level imaging. Providing Yotta with a profitable foothold from which to expand its 3D mapping activities in North America, MVS occupies a leading position in the market for the collection of data for property appraisal, where its services are employed by an array of county and City departments as well as emergency services and law enforcement bodies.


This looks a strategically astute deal for OMG, which delighted with an 11% rise in profits to £1.84m, from record sales increased by 20% to £19.6m, for the year to September 2007. Closing the year with £6.2m cash, OMG trades on a historic multiple of just under twenty times, which isn't particularly cheap, but with demand for its products and services remaining healthy, it is worth considering shares in this market leading technology star.


Share price – 50p
Market Cap – £31.86 million
Ticker – OMG
Recommendation – Buy

[radon] 02/5/2008 00:38

Loads of activity. Two companies, DCL & MVS bought out of petty cash.

No action in the share price. Just a few £K traded on a typical day.

One day people will wake up!

[masrscb9] 30/4/2008 19:17

Just thought I'd mention the Trading Update and Acquisition.

[gengulphus] 11/4/2008 16:42

Is your second paragraph raising the spectre of insider trading? Talking about price movements could be due to something not yet visible but exploitable - by only those in the know?!

No, of course not! I gave an example in my third paragraph - do you think it involves insider trading?

Insider trading is based on knowledge of what isn't public yet, not on guesswork as to what it might be using clues in the publicly visible information... Good thing too, because practically everyone who trades in shares is using such guesswork!

Gengulphus

[bbonsall] 11/4/2008 14:47

Is your second paragraph raising the spectre of insider trading? Talking about price movements could be due to something not yet visible but exploitable - by only those in the know?!
Thank you for your comments anyway.

[gengulphus] 11/4/2008 11:57

Just the standard case of an earlier sell that was large enough to permit reporting it to be delayed - which is perfectly legitimate under the rules, no matter how much we might not like it!

There really is no point whatsoever looking at reported trades and trying to deduce that something is "suspicious"... Basically, if you want to try to deduce something, it should be "what has happened, isn't visible yet and might be exploitable" - though with the proviso that there is usually more than one possible explanation.

For instance, in this case, someone on the look-out for an opportunity to buy in volume at a good price could deduce that there might be a market maker who had just bought a large block of shares and would be quite keen to sell them on and restore their neutral position in the share. So it could be worth telephoning their broker and asking them to try to buy in volume at the mid price - it won't always work, of course, since there are other explanations or the market maker might have received a better offer, but it will sometimes.

Gengulphus

[bbonsall] 11/4/2008 11:17

Same again today, a 20000 shares buy and down 2p on the offer! Seems very suspicious to me. What does anyone else think about the price movement over the last few days?