Spectra Systems Share Discussion Threads

[dcarn] 19/11/2020 17:55

Well done Sonofbanjosinger,

Seriously thought of doing the same before the end of this year but it's on hold for a couple of years as did not want to disrupt the kids schooling, something I may live to regret.

Still the plan though, just somewhat delayed although may be hastened following the next budget.

I'm assuming your going NHR?

[nico115] 19/11/2020 14:24

I better move in with you then !!

[sonofbanjosinger] 19/11/2020 13:15

Moving to Portugal.. so no LTA plus take a 30% of your pension pot as lump sum ... plus no tax on income outside of Portugal... Something you might want to research ...

[nico115] 19/11/2020 13:07

Totally agree Also by my maths seller is nearly complete so should gap up to 220 very soon Dividends are great in a Sipp but over the LTA there's 55pct tax ?

[nico115] 19/11/2020 11:57

Wow well played Yields 4.5pct at that price and you have trubrand and aeris in for nothing along with substrate !!

[sonofbanjosinger] 19/11/2020 11:44

All these sells today are actual buys ...managed to pick up another 125k at 183.5p ...

[argylerich] 18/11/2020 13:52

Doubled my little holding to 50k today.

Totally agree with you Fozzie, to talk in an RNS of a product being "aggressively promoted" and "an investment of over two years in marketing" sounds more like a precursor to contract announcements than a damp squib.

[nico115] 18/11/2020 08:10

Agreed fozzie The next news will be the trial has gone well and about winning another contract It was only the virus which delayed things in China and now the economy is booming again thereLooking at the macro data ,China is one of the healthiest economies in the world because they were able to contain the virus at an early stage Don't forget there's nothing in Ireland's forecasts for Trubrand ,crazy I know but brings opps for us !!

[fozzie] 18/11/2020 07:58

I think we will be waking up to a very good RNS very shortly. If we have been aggressively promoting this patent backed technology it follows that there will be further orders incoming. 200 billion packs sold just in China, that’s a very big market to go after.

[nico115] 18/11/2020 07:15

Things hotting up with China ..nice patent winWith Biden's re election our margins should increase substantially Irelands forecasts in a note last year highlight the incredible opportunity out there and with a decent tailwind we could and should be making 10s of millions of profits from Trubrand in years to comeTrubrand in my opinion will be the second largest profit contributor post 2025 Substrate should be the largest What's not to like ?

[death by donut] 18/11/2020 07:11

Spectra Systems Corporation Issuance of TruBrand Patents in ChinaSource: RNS Non-RegulatoryTIDMSPSYSpectra Systems Corporation18 November 2020November 18, 2020Spectra Systems Corporation("The Company" or "Spectra Systems")Issuance of TruBrand(TM) Patents in ChinaSpectra Systems Corporation, a leader in machine-readable high speed banknote authentication, brand protection technologies, and gaming security software, is pleased to to report that it has significantly strengthened its patent position through the issuance of a patent for its TruBrand(TM) technology in China. This technology is the only materials-based smartphone authentication technology of its kind and is being aggressively promoted for use with tobacco products in China, having achieved early stage annual sales volumes of 12,000,000 packs for the calendar year of 2020. The patent protection will be for twenty years from the filing date of July, 2016.Dr. Nabil Lawandy, CEO of Spectra Systems, stated: "The issuance of a patent for our TruBrand(TM) technology in China is a significant milestone for the company. With over 200 billion cigarette packs sold in China annually and an investment of over two years in marketing this product, we are extremely pleased to have our intellectual property protected by the Chinese government."

[sonofbanjosinger] 17/11/2020 13:09

Yep agreed Nico my position is up to 300k here now.... l will increase to 500k on any weakness. The most impressive thing here ... was on the 2nd day of the first lockdown was Spectra coming out with a positive outlook and a 29% increase in the dividend ..plus now we have Trump out of the way .. perhaps it will be easier to get business done in China.....

[nico115] 15/11/2020 09:38

Don't blame you Trubrand ..worth potentially 500p yet valued at 0pAeris ..worth potentially 60p yet valued at 0pSubstrate ..worth potentially 10 pounds yet valued at 0pToo many opps on top of this valued at 0pStill the most exciting company on Aim 20 pounds is my ultimate target although I think Nabil will end up selling us for anything between 5 and 15 pounds

[sonofbanjosinger] 13/11/2020 22:26

Had some more today ...

[death by donut] 11/11/2020 15:09

Yes my focus/learning is still around risk management since 2018. Still haven't got it down pat but getting there.My biggest holding is a fund at about 15% of pf , but use that as my vehicle for regular monthly pennies.Still about 20% cash at mo as I still think things are bit squiffy.70%!!! wooaaaah! GL!DbD

[nico115] 11/11/2020 14:54

Never go too big In one stock (says he with 70pct in this one !!)20pct should be the max and onlyCos the shares have risen !!Only 2 negatives here for me otherwise I see this multi bagging ..maybe even 20qdFirstly ,bit of a one man band ..Nabil is a genius and runs the show Secondly and lastly we are dependent on dependent on the production of notes (although we are diversifying and trubrand is separate)If you are comfortable with these 2 then this is an astounding but

[death by donut] 11/11/2020 14:35

This is nearly full position for me (6.5%), just considering wether or not to tag a little bit extra on o/// :-)Only a small investor tho so won't helping overhang clearing effort.DbD :-)

[death by donut] 11/11/2020 14:32

Ok thanks Nico , appreciated.DbD

[fozzie] 11/11/2020 13:42

Reading back through old reports etc serves to remind me just how much there is to go for here across a number of opportunities. This from the H1 statement - 'discussion with central banks during H1 have reinforced our belief that worldwide demand for banknotes will be significantly higher this year than last year and that this will positively impact our earnings in H2 of this year' 'significantly exceed' words I love to read.

[nico115] 11/11/2020 10:57

Trubrand China was only delayed cos of covidWe should get an update on the gruvere trial soon There are many other applications for trubrand but China could be 60m revenue per annum so why not concentrate there?!!Biden probably means lower tariffs as well

[death by donut] 11/11/2020 10:11

When do peeps think Trubrand will eventually get going?It's still just the Chinese cigs at the mo?Also what is the possibility of the tech being something Jo public could use?DbD :-)

[nico115] 11/11/2020 09:20

I've been re reading an Ireland note They forecast revenues of 20m per annum for substrate (high margins ) Yet there is nothing in the forecasts as they never upgrade until contracts are won 20m revs (15m profit ?) would add 500p to our share price for substrate alone Wow

[nico115] 10/11/2020 17:53

200k I meant

[nico115] 10/11/2020 17:53

All your stock just printed More to buy or stopping at 200p?