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[n3tleylucas] 08/7/2013 19:59

DGWinterbottom,

Just had a look at Yahoo!Finance and their gap is much smaller, but nonetheless to fill it, the support line would need to break. They have 22 as low on 26th June and 21.75 as high on 25th June. So those that believe gaps get filled will probably wait for 21.75.



Do all gaps get filled? No, but you'll be surprised at just how many do.

[diggulden] 08/7/2013 14:40

Cheers Nets, very bullish broker note. I especially like the sound of 'first of a multi-phase' contract, suggesting further contracts from the same end user.

One for the slow burner in the ISA I think.

[dgwinterbottom] 08/7/2013 13:52

Nets - many thanks for that very interesting. In respect of your graph above - given i am not a technical expert - could you please advise the significance of "the gap". Thanks

[euclid5] 08/7/2013 13:43

Thank you for the Bn post

[noli] 05/7/2013 18:48

This is well worth spending some time reading.

[noli] 05/7/2013 18:34

I cant find anything regarding Sim have ever applied for Stoc II however as a prime contractor i would imagine they will.

The next STOC II Option Period begins October 1, 2013



Link to Overall Value:

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Training 2015, it's from 2010 but has a good breakdown in each area of simulation.

Army, Air Force, Congress, Department of Energy, Department of Homeland Security, Department of Transportation, Joint Training Navy.

[noli] 05/7/2013 16:35

Executive Summary Training & Simulation Market- April 2013

von Frost & Sullivan am 30. April 2013
282 Views

New analysis from Frost & Sullivan, Global Military Training and Simulation Market Assessment, finds total expenditures of $36.88 billion in 2012 and estimates this to increase to $46.09 billion by 2021

[noli] 05/7/2013 16:24

It'a a long read.

Budget Cuts, Fuels Costs Could Spur Military Spending on Virtual Training
December 2012

By Sandra I. Erwin

The Air Force estimates it could save about $1.7 billion over five years by reducing flying hours by 5 percent and shifting more of its pilot and crew training to simulators.

The Navy believes that a roughly $500 million investment in flight simulators over seven years could lower annual aviation training costs by $119 million.

These projections portend lucrative opportunities for the industry that manufactures high-tech combat simulators for the U.S. military. Simulator makers for years have predicted that Pentagon budget cuts and rising fuel prices could work to their benefit. The thinking is that the military will probably have to cut back on live field exercises and increasingly rely on computer-based war gaming and training.

The U.S. military market for combat and weapon simulators currently is valued at about $5 billion a year, according to industry surveys. With training services included, it is an $11-billion-a-year business, says Gene Colabatistto, group president of military products and training services at CAE, a leading manufacturer of flight simulators, based in Montreal, Quebec.

"It's a pretty big market," and it could grow in the next several years, he says.

[noli] 05/7/2013 15:52

This is from the Aim doc, medical care is on their list.



Also US stats can be searched for here

[noli] 05/7/2013 07:30

Simbox on wiki shows what it can do:

[noli] 05/7/2013 06:45

Interesting clips, oil/gas industry simulation:

[noli] 04/7/2013 19:00

So the contract signed by SIM in 2007 looks to be 3,922 F-35s sold during its planned 30-year production run.


"NxLearn" Learning Management System Selected by F-35 Lightning II Joint Strike Fighter Training System

Orlando, FL. July 09, 2007

SimiGon (LSE: SIM) is delighted to announce that the NxLearn Learning Management System, built around the Company's unique learning framework, SIMbox, has been selected for the F-35 Lightning II Joint Strike Fighter (JSF) training program.

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4 May 213 Snippet.

The F-35 programme comprises three variants in all.

The A model is the "base" model and will be flown predominantly by the US Air Force, the B variant, which the UK is buying, will also be flown by the US Marine Corps, while the C or carrier variant, is adapted with "cat and trap" equipment to fly on and off American aircraft carriers.

The bulk of the projected orders will come from the US - close to 2,500 planes - with the UK originally due to buy 138 in total and the other "partner" nations, Canada, Italy, the Netherlands, Turkey, Australia, Denmark and Norway, due to buy about 500 between them.

The projections from Lockheed Martin, the lead contractor, suggest that including sales to other "coalition" countries there will be 3,922 F-35s sold during its planned 30-year production run.

That's good news for the UK economy too, because 15% by value of each sale comes to these shores, largely through the contribution of BAE Systems in Lancashire, where much of the tail of every F-35 is manufactured.

The biggest danger to the programme at the moment is the immense cost, estimated at £2.5bn so far, given that defence budgets across the world - particularly in the West - are being slashed.

[n3tleylucas] 04/7/2013 16:12

No not yet digs, hopefully tomorrow or Monday.

[diggulden] 04/7/2013 15:55

Any joy on that broker note N3ts?

[n3tleylucas] 04/7/2013 13:14

lol, if we see a surgeon join the BOD, yeah maybe LOL, hey, let's dig the flippin' military bit 1st eh? Then oil ... then we'll have a look at medical stuff lol, slow down noli!

[diggulden] 03/7/2013 22:02

You would think that is big business Noli, but also highly specialised. Always nice to have someone practise brain surgery in a simulation environment before doing the real thing though!

[noli] 03/7/2013 21:48

I have been digging around on CAE website and noticed they do the following, could SIM also get into this business.

Healthcare

CAE Healthcare offers cutting-edge learning tools to healthcare students and professionals, allowing them to develop practical experience through risk-free simulation training before treating real patients. CAE Healthcare's full spectrum of simulation solutions includes surgical and imaging simulation, curriculum, center management and highly realistic adult, pediatric and baby patient simulators. Today, approximately 7,000 CAE Healthcare simulators are in use worldwide by medical schools, nursing schools, hospitals, defence forces and other entities.

[noli] 03/7/2013 21:46

Posted on Thursday 23rd August 2012 | Defence

SimiGon has signed a substantial contract to provide a South American country's armed forces with its SIMbox training and simulation technology platform.

Have we hit the nail on the head with the below link, and may sim pick up some more business.

[n3tleylucas] 03/7/2013 17:32

I'd expect it to be a 12 month target, haven't got the note yet.

[euclid5] 03/7/2013 17:28

Is this a short term PT please or longer term price target they are setting?

do they give a period they expect to achieve this 40p?

Thanks

[n3tleylucas] 03/7/2013 12:40

Been onto me broker this morning, might be able to get the 40p note on Friday or Monday ... I'll pop it in me header if I get it.

[diggulden] 03/7/2013 11:09

Quite a good site to keep an eye on for developments in the 'Defence' industry. You can see how some of SIM's competitors are doing too.

[dgwinterbottom] 03/7/2013 07:53

Noli - yes P/E does use the historic values for a historic figure but you can use forecast earnings figure for a "prospective" P/E!