Rosslyn Data Technologies Share Discussion Threads

[kemche] 08/11/2022 12:40

A love that dare not speak its name.
How nice.

[z1co] 08/11/2022 12:30

Nice price reversal today must give all the credit to kemche.

[z1co] 08/11/2022 12:29

kemche posts a few negative posts to scare a few in to selling and then he buys more on the dip and the price goes wooooooooossssssssssssssssshhhhhhhh.

A kem special.

Fully funded winning new customers sold down from 8p to 1p.

First target is 2p and 4p is possible in 2023.

[kemche] 08/11/2022 08:40

They had £2.4m cash, £2.3m current liabilities and a cash burn of £2.2m at the operating level. The simple maths tells me a fundraising is coming. The confetti at the current price will be gargantuan.

[hastings] 08/11/2022 08:29

They should be ok for cash for sometime given monthly cash burn reduced to £100k (Cenkos) key will be an acceleration on those contracts.

[kemche] 08/11/2022 08:23

Fundraising looks inevitable.

[z1co] 08/11/2022 07:57

Fully funded at the moment with over £2.5m cash.The business is winning new contracts with highly established multinationals.

[masurenguy] 08/11/2022 07:38

An update on Rosslyn from Paul Hill who is also expecting a fund raising here.

[private38] 07/11/2022 16:36

If we are going to see a revaluation after the recent steep declines we will need to see an increase in the velocity of new client wins to bring down the CAC from 122 months!! In the report and accounts - ie it takes 10 years to pay back what it costs us to win a client! Good SaaS metrics aim for 12 months or less. Then momentum in ARR which needs to be growing at 20% pa - at £3m of revenue that is £600k a year this year - 6 clients. With this we will see the multiples expand from c.1x to c.+5x's..... then they need to keep this progress up. The CEO needs to put his foot down and appreciate that news flow is an important catalyst. This will get trading volumes up and enable the overhang of bruised shareholders trade out and new shareholders take a position..... I hope...

[z1co] 07/11/2022 16:17

Kemche buying lots more with his profits from OSI.

Kem special price is going whoooooooooooooshhhhhhhhhhh !

well done kem.

[z1co] 07/11/2022 13:38

Now that kemche has put his winnings from OSI we will get a kem special WHOOOOSHHHH !

[kemche] 07/11/2022 13:31

Only Zico understands the markets.
Fact!

[kemche] 07/11/2022 13:29

Only Q5 should be taken seriously.

I am putting all my OSI winnings here.

GLA STHers!

[z1co] 07/11/2022 13:23

All your posts are negative towards the company which suggests to me that you do NOT own any shares.

You only post on this forum to deramp the company.

Posters like you are not taken seriously.

[harry163] 07/11/2022 13:12

Z1CO not aware of many people who would be interested in writing on this bulletin board if they were not shareholders. Cannot see the point, you obviously can. If I were not a shareholder and that was the acceptance criteria for posting, I am sure I could spare the 1p to make me bona fide. Anyhow enough of this nonsense, we will agree to ignore each other.

[z1co] 07/11/2022 12:39

If the company wins a few more contracts the shares will really start to motor upwards

[z1co] 07/11/2022 12:37

Typical fake you call some one out and then they start posting that they bought shares a long time ago,lies.

None of your posts suggest to me that you own shares in this company.Anyone buying shares in any company will have some positive comments about the company.One does not buy shares if they don't like the company or business.

By all means post as much as you like.

Fake posters are not taken seriously.

[hastings] 07/11/2022 11:13

Well you're not alone Harry on that front.My average is now a touch above 4p to break even, but I'm going to stick it out.Clearly there is potential, hence the type of customers that have been won.So, frustrating but if they can convert into new and significant contracts we could at least see a reversal of the dire trend over the last year or so.

[harry163] 07/11/2022 11:08

Z1CO - apologies for coming across as a 'fake', not sure what that implies. If any of my comments are wrong or false, please advise. Only too pleased to stand corrected.
I can assure you, I have shares in RDT and have had for over 3 years. Was hoping they get back to 7p at least so that I could breakeven or even make a small profit on them. This may be why I am so cheesed off with them being at 1p and having declined for the last 18 months. I had high hopes when I bought them.

[z1co] 07/11/2022 10:22

A few more contract wins and the share price will start to rise strongly.

[z1co] 07/11/2022 10:20

harry163 - A fake poster member from 09/06/2022 21 posts all of them about RDT.

You can spot a fake poster very easily.

Not to be taken seriously.

[boll] 07/11/2022 10:09

I would expect the gross margin on new deals would be higher than 17%. Generally with platforms which comprise most of the cost of sales there is both a fixed and variable component. The company needs to provide more information on the margins associated with the new business. They also need to provide a bit more information on the payback associated with new business. This may well reduce as much of the work associated with establishing the partnerships will have already occurred. The company has communicated to investors through the investor meet platform so probably needs another one of these to provide some further explanation and clarification going forward.

[harry163] 07/11/2022 09:46

Further to Cenkos forecast of 3.1 million revenues for FY23

This team took over at the end of FY21 with 7.5 million of revenues and is aiming for 3.1 million target for FY23, drop of 4.4 million.
How much did they get for losing 4.4 million of revenues in that period? 1.7 million based on the sale of Langdon and Integritie, ignoring future hope based revenues from Integritie.
Net loss of 2.7 million, then add the cash burn for the period of at least 4.5 million and you get the net impact of this BoD over FY22 and F23 of -7.2 million.
This is nearly about twice the company's Market Cap today of 3.4 million.

[harry163] 07/11/2022 09:27

2 Contract Wins, should be good news if Gross Margins were not just 17%.

Let us assume for a moment that this statement is accurate, it still leaves us with a dilemma. If these contract are for 5 years then, as stated in the annual report, it takes over 10 years (122 months) to recover 'Customer Acquisition Cost (CAC) Payback' this would imply that these contracts like all other 3 to 5 year contracts will never be profitable.

Of course the Annual Report could be wrong and information stated be misleading.