Smartspace Software Share Discussion Threads

[cordwainer] 07/1/2020 03:09

Well from the interims the hopeful outlook of doubling revenue doesn't seem enough to me, it needs to be quadruple.

[value viper] 06/1/2020 16:59

Ouch, what a crockSold the solid bit of business to keep the pie in sky bitRaised very good cash for business sold but had to raise more last autumn - ??I suspect no profitability so difficult to invest with any degree of confidence I agree with previous posters points on state of accounts re acquisitions etcThis is the opposite of growth and the business strategy not convincing anyone

[cordwainer] 06/12/2019 13:50

i just briefly skimmed thru the interims, looks like approaching a crunch point of increasing revenues vs decreasing cash balance. If i had more time i would look carefully at revenue recognition and be wary of management bamboozling investors with more (potentially dilutive) acquisitions, whether such acquisitions were being overvalued, and whether there is likely to be any goodwill impairment.
On the other hand, interesting business case they could even tack on some comparative ESG metrics for users (unless they already have). need tight reins on IP and cash and a bit of patience and i hope this takes off but I'm on the sidelines for now.

[value viper] 19/11/2019 11:40

Just looked here for first time in a whilePretty disastrous stuff unfortunately

[owenski] 31/10/2019 08:44

I can see why Mick Braund left

[weatherman] 31/10/2019 07:47

I sold out a while ago. Impressive growth in recent acquisition, but still turnover is over all quite small with ongoing cash outflows. I can't help feel they are over paying on latest acquisition with little turnover. A large cash balance has now almost disappeared with not much to show. I may consider buying back in if they fall further.

[gleach23] 31/7/2019 14:35

No idea who it is ashehzi but I note it was a late reported 105k @ 95p which is encouraging

[ashehzi] 31/7/2019 12:45

any idea who bought yesterday 100k+ and similar and why?

[gleach23] 10/6/2019 21:07

Hopefully the line of least resistance will continue to be up for the foreseeable...

Nice move today and would be great to be back over £1.

[peterc1970] 07/6/2019 13:23

Block trades through at 87p reported, the RSP will give you 85.1p for 20k, or pay 88.5 for 20k. Line of least resistance is up.
Whoever it is that has been bidding for the last couple of weeks has been offered stock a bit higher by the looks of it

[tomps2] 05/6/2019 08:46

SMRT presentation at Mello London May 19, by Frank Beechinor, CEO

Looks to be on a fast track with this new CEO at the helm.

[gleach23] 17/5/2019 07:58

Thanks peterc

[peterc1970] 17/5/2019 07:33

There was a buyer that appeared on the bid on Tuesday bidding 79.5 for 50k plus, and was there at 82.5 on Weds in more than 50k. Perhaps a buyer after the post results presentations.

[gleach23] 16/5/2019 16:06

Nice couple of buys this afternoon, just as Frank B was due to finish his presentation at the Mello event.

[peterc1970] 15/5/2019 11:06

The results presentation from the recent investor meetings is available here:

hxxp://tiny.cc/sbpq6y ("http" needs editing to http)

[justin beaver] 08/5/2019 15:09

N+1 Singer

[ali47fish] 08/5/2019 12:30

currie which broker is this please!

[curriedquaker] 08/5/2019 08:24

Loss greater than forecast. Disappointing numbers.

[arthur_lame_stocks] 08/5/2019 07:43

They've made a heavy investment in sales, let's see if it pays off.

[owenski] 08/5/2019 07:18

I can see why Mark Braund 'left'.

[haywards26] 26/3/2019 14:16

Frank - steps down as chairman of DOTD. Good news I would say.


hxxps://www.investegate.co.uk/dotdigital-group-plc/dotd/board-changes/201903261400010624U/?fe=1&utm_source=FE%20Investegate%20Alerts&;utm_medium=Email&utm_content=Announcement%20Alert%20Mail&utm_campaign=dotDigital%20Group%20plc%20Alert

[peterc1970] 21/3/2019 12:10

£6.3m for the year to 31st Jan 19 is the same forecast as Cantors (the old broker).

It's interesting that N+1 Singer forecasting significantly higher £11.4m revenue for this year (ending Jan 2020)

Cantors were forecasting £9.6m.