Sabien Technology Share Discussion Threads

[david77] 30/3/2007 08:12

You are not alone Tillman - I've got a few

[tillman] 30/3/2007 07:44

from the Results RNS today:

Alan O'Brien, Chief Executive Officer, said:

"The period to 31 December has seen the delivery of over 450 M2G units to a
variety of customers, including one of the UK's largest retail banks on the
basis of repeat business, which brings the total number of M2G units sold to
date to 900.

There are tremendous opportunities for the group to deliver substantial savings
to any customer that uses gas or oil heating and over the coming months we will
be implementing our strategy to achieve substantial market penetration. In
addition, and in line with our strategy, we are also making M2G compatible for
use in the USA and Europe.

Our business plan for 2006/7 was based on achieving admission to AIM in Sept
2006. Given that admission and the accompanying fund raising actually took place
in December 2006, the board deferred plans to recruit sales staff and implement
other corporate initiatives. The effect of this delay is that the timing of
certain potential revenues may be deferred into the financial year ending 30
June 2008. However the company has received strong expressions of interest from
various parties concerning the licensing of M2G technology. The potential
revenues from these licensing arrangements were not anticipated at the time of
admission. The company will update the market in respect of these issues when
appropriate.

Given the level of interest being generated by the newly recruited sales staff
and by the continuing generation of repeat business, the Board is excited about
the group's future prospects."

===================
It's still looking good to me.
A sceptic might point to the fact that some revenues may be deferred until 2008...BUT, he does clarify that such revenues were not anticipated at the time of the admission to AIM, so this is extra revenue above initial expectations.

The Board is excited about future prospects....I am not surprised and with so much equity held by them, they will do very nicely by the sound of it.
Wonder if the broker will do a research note on them now? Amazes me that so far, there has been nothing from their broker (or anybody else)since their admission.

I am still waiting for the market to catch on to this growth story....yawn.

[tillman] 19/2/2007 17:10

thanks for that Initiate...didn't get round to seeing it as i have been playing some sport this afternoon.

i don't think it will be too long before people wake up to this gem

[initiate] 19/2/2007 14:25

The CEO is on CNBC at the moment - describing what it does and how good it is. Not highly informative but free publicity.

[tillman] 08/2/2007 22:42

Well, there have been some good buying opportunities recently.
I have entered SNT on the 2007 Stocks to Double thread:



Tillman - 8 Feb'07 - 22:41 - 252 of 252 edit


Hi C/R et Al,

Hope you are all well.

Please enter SNT as my second entry for this 2007 stock doubler thread.

Please could you or whoever is responsible for including each person's recommendation in the table/list also include my original selection, namely XGT as per post No. 202 on this thread (if only my timing was always so good... what with it doubling in about a week).

This one is a different kettle of fish to XGT....that was a fairly big company whereas this one is a tiddler. Whilst I don't envisage it having the same potential to make me as much money as XGT, they do have a working product that should imho be easy to sell. I reckon SNT could easily double....XGT could do that and significantly more IF (The IF is significant in that their product/technology is still to be confirmed as good as they claim it will be...beta testing this Month. If all goes well, it will imho be breath taking stuff...the sort that dreams are made of). The sole MM is making the most of their monopolistic MM position with a whacking $1 spread at present!. Maybe they have to got to recoup some losses after it exploded upwards so rapidly!)


Sabien Technology (SNT)
69-72p
NMS 3000
Market Cap. £19 million

The very basics:

A company that produce a product that is simply installed on commercial boilers which can save the customers up to 35 % on their energy bills. The average pay back time for the investment varies between 6-24 months. The install takes approx. 90mins per boiler with no disruption to the boiler operation.

SNT have a patent pending on the product. Payback time can be quite a bit less than 6 months for the really heavy energy users. Their product is already in commercial production. Case studies are shown on their website and independent testing of their claims was carried out prior to their recent float (see the AIM Admission document). Furthermore, their product is already getting significant customers (see recent RNS). I reckon they have a product which could spread very quickly....word of mouth from some of those recent customers who have loads of buildings all over the country etc. should work wonders. It would appear that the existing production facilities are flexible enough to cope with significant new orders.

None of the directors/owners of the company sold any of their stock at the recent float, which was primarily to raise funds for pushing this product forward e.g. marketing. That is a big positive in my books, as it tells me they really believe in their company. There are lock in periods which seem quite reasonable (see AIM Admission document...schedule/part 6, para 10.6 if my memory serves me right but my memory is not as good as it used to be :-( ...sad this growing old lark isn't it ?
The free float is approximately 31% mark (don't double count the 13% holding that is stated as a company holding but is in fact one of the same as the director's 13% holding.

The shares have come back a bit of late on very low volume selling but I don't personally envisage them going any lower. I suppose this is one of the dangers with low cap AIM stocks....they can get hit hard very easily but the reverse is also possible e.g. they can shoot up with just a bit of buying interest.
=========================================================================

Suggested Further Research:

AIM Admission Document....a must read to check that you know what you are getting into.

SNT's Website which includes the AIM Admission Document and brief descriptions of how the product works etc..

SNT Thread on Advfn website...see the link at the top for an article from The Growth Investor (not a buy recommendation but one to watch).

Your broker/adviser....I am no expert and am not qualified to give any investment/financial advice.

I have invested in this company and no, I am not planning on selling for some time!....that means that should you decide to invest, you will have to find your own stock....not the easiest of tasks with such a small cap and limited free float.

Having said that, you may well come to a very different conclusion to mine. Each to their own etc etc.

[trullsengar] 29/1/2007 23:51

Tillman, I've been watching SNT for a short while and I'm still thinking about having a dabble. What are the other shares you've got your eye on? I've been watching SOLA's spectacular rise and cursing myself for not having money to invest. I have a little now but am wary of getting into SOLA at this (late?) stage. Seems SNT might be a better bet given that it's probably not yet so well-known, but with bags of potential. My share-picking prowess if pretty pathetic though, sadly.

[tillman] 25/1/2007 16:38

Totally agree with post 29!

I have filled my boots today...no less than 3 times.

Looks great...ticks all the right boxes.

I am surprised there has not been more interest in it. Perhaps people look at how fast this has risen recently and think it's come too far too quick. I know it's a pain when you see something like this today and then realise you could have got in during the 50's, had you spent a bit more time looking at the market, but hey ho....you can't always catch the start of a move but you can certainly jump aboard once it's already started to make it's move....just need to be sure there's still a ride ahead/above and not about to have a ride down!

I am finding that there are so many good opportunities around at present...mostly AIM stocks. Re-arranging the portfolio gets more frequent, having to sell some companies to buy in elsewhere. Trouble is, the non movers are the first to go and you could miss out with a sudden move. On the plus side, it is a good way to keep a stonking performance going...so far so good.

I could do with some good ISA stocks...here's watching and waiting.

[fillyourboot] 25/1/2007 15:09

Guys


This is just the tip of a very large ice berg of business for this company IMHO it is seriously undervalued ticking all of the boxes for energy reduction, sustainability and ease of use

I can see a market cap of £60m being achieved in the next 18 months or so or £2.20+ a share

[barefoot1] 25/1/2007 09:58

ive got some info but havent had a chance too look yet...will take a look later and see what i can post...

[egoi] 25/1/2007 09:57

Nice trading statement - has anyone seen the pre float prospectus for numbers?

[barefoot1] 25/1/2007 09:55

RNS Number:0925Q
Sabien Technology Group PLC
25 January 2007


SABIEN TECHNOLOGY GROUP PLC
("The Company" or "Sabien")

Trading Update

January 25th 2007: Following the successful admission of Sabien to trading on
AIM on 20 December 2006, the Board wishes to provide a trading update.

The Company announces that it has recently taken orders from a number of blue
chip clients that wish to utilise Sabien's energy saving technology. These
clients include one of the UK's largest banks, a national mobile
telecommunications company and the world's biggest health care product
manufacturer.

Commenting on these contract wins, Alan O'Brien - Sabien Chief Executive -
noted, "Interest in Sabien's M2G technology is extremely strong, both from our
existing and prospective clients. The Directors are confident that Sabien is
well positioned to take advantage of the current interest and demand for energy
saving technology and are encouraged by recent press reports concerning the
wishes of major supermarket retailers to achieve real reductions in energy
consumption and Co2 emissions, which play very well to the proven benefits that
M2G technology can offer."

Further trading updates will be issued when appropriate.


For further information, please contact:

Sabien Technology PLC
Alan O'Brien - Chief Executive Tel: [phone]


Media Enquiries

Gavin Anderson
Ken Cronin / Marie Cairney / Janine Brewis Tel: [phone]


About M2G

M2G is an energy saving boiler control unit. Case studies have shown that M2G
provides a reduction in energy consumption of between 7 and 35 percent without
loss of performance or reliability of the heat and hot water systems, with a
typical payback period on investment of between 6 and 24 months. The M2G is
Carbon Trust approved and qualifies for the Enhanced Capital Allowance scheme.

[barefoot1] 25/1/2007 09:38

Well called FYB.....

[bombers] 23/1/2007 19:24

Saw

Ring me or email me your other email address.

[sawbones] 23/1/2007 18:49

Whats that then? Win the lottery and screw Cameron Diaz? :0) Seriously, I have tried to contact the beeman but apparently my emails aren't getting through...and you are impossible to contact in that ivory tower! I need a bigger ladder...but after what happened to me the last time I went up one it could be a bad move!

[fillyourboot] 23/1/2007 17:50

good news soon saw don't worry

BTW you didn't do what you said you wanted to do

[sawbones] 23/1/2007 12:48

fyb- whats happening here? Looks like its retracing! Any other top tips but don't eat yellow snow!

[sawbones] 16/1/2007 23:22

will doo ta

[fillyourboot] 16/1/2007 23:16

yeah right

[sawbones] 16/1/2007 16:24

fyb- if only I could contact you. Other than here that is!

[profiting] 15/1/2007 22:39

Moving up on very little volume should rise even more once investors become aware of unique product.Should also be a relatively easy sale to the market.Target 150p within two months or before hopefully.

[barefoot1] 15/1/2007 14:19

Well done Buzzz....nice little profit today!! ;0)