Spectra Systems Share Discussion Threads

[shakeypremis] 10/7/2020 15:29

They lost my share certificate through sheer incompetence. They sent it to the registrar via UPS and it got lost in customs. Obviously that wasn't their fault but they never bothered to check where it was for an entire 8 weeks saying it was with a bank in Canada when it wasn't. I forced them to find out where it was and check tracking (which they hadn't done) and UPS had indeed lost it. I was able to get it re-issued but what a waste of time and cost me some money as I couldn't sell them at the price I wanted to. Will never use them again after that experience. Absolutely pathetic.

[nico115] 10/7/2020 13:45

I find them excellent Costs me 40 qd for 20k Not too expensive and my broker is beyond efficient

[argylerich] 10/7/2020 12:46

Cheap and functional 3800, unless you want to communicate with them. Get what you pay for really. If they operated a DRIP it would be better.

[3800] 10/7/2020 12:34

Redmayne Bentley are a full service broker just their excusion only charges are almost £215 for a 20k deal that isn't the cheapest. How good are IG?

[nico115] 10/7/2020 12:20

Redmayne Bentley

[argylerich] 10/7/2020 12:05

I think we need to find a new provider, preferably one that does DRIP too

[argylerich] 10/7/2020 11:31

You with IG too Harrogate?

Nico who are you with?

[nico115] 10/7/2020 11:02

Got mine and ready and waiting for a dull day

[harrogate] 10/7/2020 10:45

Me too - shocking

[argylerich] 10/7/2020 10:43

Still waiting for IG to credit the divi, anyone else?

[robow] 09/7/2020 08:09

I like this

This contract further supports the importance of cash transactions in countries with technologically advanced economies."

[nico115] 09/7/2020 07:50

Totally agree V nice contract win

[fft] 09/7/2020 07:15

Nice steady small contract win from a central bank (no riff raff customers for SPSY). 521k this year. Probably not in this years estimates so as in previous years the estimates only go one way :-)

[nico115] 09/7/2020 07:12

Contract worth 520k Forecast for this year is 5mSo a beat must be guaranteed this year !!I'm expecting 2 beats

[nico115] 09/7/2020 07:11

Contract worth 520k Forecast for this year is 5mSo a beat must be guaranteed this year !!I'm expecting 2 beats

[nico115] 08/7/2020 21:22

2025 I think revenues will be 25m with pbt of 15m Pe of 20 So probably 2027 I think substrate will take us to 10 pounds I'm happy to wait Nabil is an inventor

[floatupstream] 08/7/2020 20:26

Hi Nico - reasons to be cheerful ;) What sort of time-frame on your £10 target?

[3800] 08/7/2020 19:35

I noticed the divi from EQi (Selftrade)has arrived the amount per share is 6.005p in an ISA not sure how that compares with other brokers for FX rates.
3800

[nico115] 07/7/2020 14:59

Agreed ,high barriers to entry ,high margins ,solid safe clients (central banks ),ceo a genius,innovating products ,inventing new products ,increasing profits ,increasing dividends ,increasing cash pile ,buying back stock,diversifying into different areas,a number of huge game changers,main player in polymer/substrate market..what's there not to like 10 pounds target ..450m market cap

[shakeypremis] 07/7/2020 14:51

I think it (SPSY) was quite cheap in March when I bought a load more in the low 80's :)

[floatupstream] 07/7/2020 14:06

I have a position size limit per individual company. Does anyone else do that? It's a a buffer against bad news, and to avoid being overweight. But I also need to be flexible and run my winners.

What do I like? Steady EPS growth, good prospects, and income.
I don't know if this is true but it seems like all three sectors would have barriers to entry. Hence it's a quality business with a moat - supported by the figures showing decent margins (33%) and return on capital (15%). It's not cheap, but then people are talking about Sopheon (SPE) on value threads these days. It was quite Zulu-like at one point but the Slater PEG ratio is too high at the moment.

[nico115] 06/7/2020 07:11

What do you mean it didn't fit into the plan ?What do you like about Spectra ?

[floatupstream] 05/7/2020 19:01

Great to see the resurgence of this super company, 7% of my portfolio now. Topped up on the dips and wanted more but it didn't fit into the plan. I'd call it a strategy.. but as Pirate Captain Barbossa says "the code is more what you'd call guidelines than actual rules".

[nico115] 03/7/2020 20:28

Shame wanna sell some