Oxford Metrics Share Discussion Threads

[bbonsall] 02/12/2008 16:41

Radon
I agree, the reported headline by Evolution's Analysts concentrates on reduced profit and talks about a disappointing second half. The second half turnover was well up on the first half so what is that about? No mention of the investment in new businesses which are shaping up nicely. This is the natural consequence of growing a company with exciting prospects, they have to invest to do it. Also, this company is doing it without debt!!
I am disappointed. However, I am sure of one thing, OMG is in better shape with enhanced prospects, much more so than when I invested in it at 40p nearly three years ago. The current share price is just ridiculous.

[radon] 02/12/2008 14:45

Results out and down 20%? It seems a bit harsh really?

It looks like Yotta are up and running nicely. 2d3 is loss making but tiny.
Revenues up. Profits down a tad.

OMG looks undervalued to me? A market cap of £15 million seems too low.

[bbonsall] 23/11/2008 11:08

Just found this. Yet another string to OMG's bow! This went unannounced to the market as far as I know.

[owenski] 28/10/2008 08:35

bbon the opinion of a newspaper is often worthless, a trend is in place and thats that, I feel the price is starting to get interesting. This is an interesting company, just felt it a bit pricey in current setting. In the fullness of time though this could prove to be a good entry level.
Regards and good luck bbon

[bbonsall] 27/10/2008 17:10

Fat lot of good that did for the share price today then!

[bbonsall] 26/10/2008 18:49

Today's Sunday Telegraph gives OMG a buy recommendation, saying there is good value at this price.

[owenski] 23/10/2008 20:54

Agree with what you say, just not a good time for this stock or most others for that.

[bbonsall] 23/10/2008 16:49

Owenski
Yes profit may be = 2007 but turnover is up and so is investment in new very promising businesses. To achieve same profit after that additional expenditure is excellent news. I bought at 40p over two years ago when the two new businesses were not even operating. So at current share price these exciting opportunities are thrown in.

[owenski] 23/10/2008 14:40

Tad pricey in current market >13 pe. minimal div. + profit = 2007???

[bbonsall] 23/10/2008 10:10

I can understand how the price has dropped recently in these markets because of fears about the impact on businesses of slacker demand. Now we have had a good trading update the share price still goes down!! No pleasing anybody just now, so illogical.

[hew] 03/9/2008 23:24

My note: 3/9 2d3 wins US DTRA contract for 3-D terrain mapping from UAV cameras; £160K for proof of concept, hopes real deal to follow. See today's RNS if that is not good enough for you!

[jackiewilson] 29/7/2008 07:59

Google does; Admission doc 2001

Thomas Shannon (aged 48) Engineering Director, Vicon Motion Systems Ltd
Thomas Shannon is a chartered professional engineer with a BA in applied science and an MSc in physics. He has 26 years' experience as a practising engineer and physicist with specialisation in the medical and computer vision fields. Thomas moved to the UK in 1984 to conduct academic research in conjunction with a subsidiary of Oxford Instruments plc and was a founder of VMSL in 1984.

& 07 Report:
Thomas Shannon substantial shareholding 2,089,129 3.32%

stop fretting! these people are not paid a fortune so it's right that they cash in some options as needed

[wjccghcc] 28/7/2008 22:26

Does anyone know who Tom Shannon is?

[bbonsall] 28/7/2008 17:04

When it said Tom Shannon has no notifiable interest I don't think it means he has neccessarily sold his entire holding, just that it has fallen below the notifiable 3% threshold. Of course, he could have sold his entire holding but I don't think you can conclude that from the RNS.

[wjccghcc] 28/7/2008 14:17

Cathy Robertson has been selling pretty consistently over the last 2 years. Can't find any record of Tom Shannon being a director. Did he leave a while ago?

[owenski] 28/7/2008 13:51

Not good to see someone sell their entire holding, I dont think its anything to do with the company's prospects which seem good. Tend to agree with WJCC. Noticed that there seems to be a support level @47, in which case it should rise again if it continues down then that wouldn't be a good sign. This ones on my list just wondering in current market cicumstances if a PE of circa 18 is considered a bit high. I like this company, just not ready to buy yet.
Good luck all.

[wjccghcc] 28/7/2008 13:42

I suspect it's more the two directors taking advantage of institutional demand which had driven up the price. With that satisfied (plus PIs spooked by the sales), it's dropped back.

[bbonsall] 28/7/2008 12:12

Any need for FSA involvement?
23rd July OMG shares walked rapidly up from 46.5-49 to 51-53 with no news or trading reason and two directors sell 100,000 shares each.
Now that deal has been done, today July 28th, OMG shares marched rapidly back to 46-49 without any justification from today's light trading and lack of news.
Suspicious or what?

[moonlight83] 28/7/2008 10:49

Auch! Apologies. Hopefully I will not make the same mistake when I trade...

[bbonsall] 28/7/2008 10:00

Moonlight,
This company is not omega kitchens.

[moonlight83] 28/7/2008 09:54

Folks, I was wondering if low-activity in the housing market is going to hurt Omega directly or indirectly. It is known for a fact that the number of new homes being constructed/sold has decreased significantly. If Omega kitchens are mainly sold to home owners in the process of furnishing their new dwelling (e.g. the happy couple), in this case the house market slowdown could be a direct problem to the co. On the other hand, I'm trying to imagine in what other situations people buy new kitchens: is it necessarily when they buy a new house? If not, (and here comes the important question) what percentage of their sales would be linked to situations where a house purchase/sale is not involved at all?

I hope the question won't sound silly, but as a miserable tenant non-owner, I haven't a clue on how to buy a new kitchen and I am trying to figure out how strong these guys can be in the current environment.

Thanks.

[geovest] 16/7/2008 17:41

Investment managers are slightly distracted by callapsing markets. New investments not exactly a priority.

[bbonsall] 16/7/2008 16:42

The analysts and investors day did a fat lot of good didn't it?!

[geovest] 14/7/2008 09:27

I would say neutral. Finance Directors sometimes change jobs like everbody else. Sounds like he told them he wanted to go, they looked for a replacement and once he was able to start its announced as a done deal. Fairly standard practice.