Spectra Systems Share Discussion Threads

[pj 1] 11/2/2021 16:39

Some late trades there!!

[nico115] 11/2/2021 08:59

I'm patient !!Many holdings of over 5 years and have even been known to hold some like dwha for 20 years !!Think I've been a holder here over 5 years as well

[divmad] 11/2/2021 08:40

Patience, dear sir, patience.

[nico115] 10/2/2021 15:07

Haha I love winding them all up I would hate myself if I read my posts But hate it when one or two of them are so vulgar !! LolThis share is so frustrating There are so many companies with much larger mkt caps with no profits or prospects

[nico115] 10/2/2021 15:05

Same here Rest of portfolio is great like all of ours This beggars belief I will call new non exec and be quite firm with him !

[sonofbanjosinger] 10/2/2021 15:03

Looks like Nico has been having fun with Arb had a little punt at 84p .... to ease the boredom

[fozzie] 10/2/2021 14:13

Now that would be nice, we certainly need some buyers or some pr to encourage some new buyers. I know that you have tried Nic but we really are totally overlooked. I’m having great fun with my other investments but this is the one I want and hope will come good.

[nico115] 10/2/2021 13:32

Hope he buys some stock !!Anyone have his number ?

[sonofbanjosinger] 10/2/2021 10:09

He could be used to eye up some under valued UK assets that fit Spectras new investment profile ??

[sonofbanjosinger] 09/2/2021 18:50

Interesting Linkedin profile ....

[shanklin] 09/2/2021 14:20

That certainly looks like a very interesting non-exec appointment.



I wonder which of his many skills SPSY are particularly expecting to benefit from.

[divmad] 08/2/2021 20:36

Why should WHI sweat for SPSY? With their net cash position and fcf incoming, they won't need a Placing Agent for quite some time.

[pj 1] 07/2/2021 18:15

I agree. Whilst nothing is ever guaranteed, it looks to me that we almost have guaranteed earnings upgrades to come here.

2022 estimates should be quite revealing.

[shanklin] 04/2/2021 15:47

Harrogate

I should have mentioned that, assuming the numbers showing on Stockopedia are up to date, WHI did not modify their broker estimates for SPSY to reflect the contract win 0n 21-Oct-20.

An additional $1.9m in 2020 and (say) $2.8m in each of the subsequent years is probably quite material to a company with forecast revenue of $15m in 2020 and $16.5m in 2021

[shanklin] 04/2/2021 14:15

Fair points Harrogate

[harrogate] 04/2/2021 12:44

I understand that but I am sure some of it was already in 2021 numbers and there is no real indication as yet that the work on this phase will start earlier. I don't know for sure but would think that the readers slated for 2023 - 2025 are part of a massive project for the central bank of which Spsy are a vital but small part and so I doubt this means deliveries will start earlier. Let's hope I am totally wrong !!

[shanklin] 04/2/2021 12:35

Harrogate

No the $5.8m will contribute to the 2021 and 2022 forecasts even if this lops a bit off 2023. Albeit if this goes well, presumably some of the revenues from the follow on contract will kick in earlier

[nico115] 04/2/2021 12:29

He's not been the most helpful of people in the past The analysts are decent but I just don't think the others they give a ##ss about Spsy

[fozzie] 04/2/2021 11:24

No reply to my very polite email to Chris Fielding at WHIreland, really poor but no surprise. I should have been a broker, license to print money and have to do sweet FA.

[harrogate] 03/2/2021 17:01

Yes I am sure we will upgrade above the current $5.8m as is the SPSY way which will be great. I was more thinking that this week's news will not really lead to one

[nico115] 03/2/2021 15:16

Kcups?Trubrand ?Aeris ??Core bus?Phosphor? We often get upgrades

[harrogate] 03/2/2021 12:36

Why do you think there will be some serious upgrades to revenue and profits to 2021? Or did you mean 2022?

[sonofbanjosinger] 03/2/2021 12:31

Well it will be interesting to see what happens next month ..there should be some serious upgrades to revenues and profits for the upcoming year....

[shanklin] 03/2/2021 11:13

Yes, we have every reason to be VERY "FED" UP with the current SP, given the recent news flow