Spectra Systems Share Discussion Threads

[patient fox] 22/3/2021 08:28

Thought they were in a closed period?

[shanklin] 22/3/2021 08:19

Interesting interview.

I do think the company has had massive opportunity to buy back back stock at depressed prices, but most of them have been bought by nico.

[fozzie] 22/3/2021 08:16

Very positive and great to see Nabil again. This is a £2.40 share price, I think he’s underselling it but great to hear the CEO telling the market that they have it wrong.

[martinthebrave] 22/3/2021 08:10

Looks to be ahead with 11.9c EPS against 11c forecast.

[pob69] 22/3/2021 08:08

Positive interview with CEO post results

He states justifying buy-backs ".....this is a £2.40 a share company"

[speedsgh] 22/3/2021 07:48

Dividend

With the Company having a sixth year of sustainable profits, reaching their highest levels since listing, and having sufficient resources to execute on its growth plans with its existing cash reserves, the Board is delighted to again issue a dividend. Our dividend policy takes account of the Group's profitability, underlying growth and maintenance of sufficient cash reserves. The Board therefore intends to pay an annual dividend of US $0.095 per share on or about June 25, 2021 to shareholders of record as of June 4, 2021.

[speedsgh] 22/3/2021 07:47

Prospects

The Company continues to have numerous long-term and short-term prospects. The short-term opportunities are expected in the 2021-2023 period and the long-term opportunities are expected in the 2023-2027 time frame.

The important, near-term opportunities are:

· Fulfillment of very large orders for covert materials to a long-standing central bank customer during 2021;

· Additional development funding of US$1.2MM beyond the currently contracted research program with a long-standing central bank customer to include "exotic counterfeit" detection in the new sensor development program;

· Approval by the customer of up to an additional US$8.0MM of sensor sales for the incorporation of "exotic counterfeit" detection in the new sensors with manufacturing anticipated to begin in 2024;

· Increased number of tobacco packs sold in China with our TruBrand materials and smartphone app. Management is confident that TruBrand will reach several hundred million packs in 2021-2022;

· A new smaller scale TruBrand customer outside of tobacco;

· Expansion of the optical materials business with compostable K-cup customers;

· Sales of our newest patent pending phosphour product;

· Sale of our first banknote decontamination system to a casino; and

· Qualification with a central bank of our FusionTM machine-readable polymer substrate.



The longer-term opportunities are:

· A licensing and supply agreement for polymer-based technology developed with a major central bank;

· Supply of further upgraded sensors worth up to US$42MM to a central bank customer;

· Licensing of secure FusionTM polymer substrate or a direct sale to central banks; and

· Sale of an Aeris banknote cleaning system to a central bank.

The combination of these prospects, both short and long term, has positioned the Company to continue its revenue and earnings growth through 2027. We continue to develop cutting edge technologies to remain the innovation leader in the authentication industry and to offer our shareholders the springboard to even bigger growth of their Company. We believe that we have a number of transformative opportunities ahead in several aspects of our business that will potentially further accelerate our earnings.

[speedsgh] 22/3/2021 07:45

Audited Results for the 12 months ended 31 Dec 20 -

[nico115] 22/3/2021 07:32

I'm told they are and will be out pre 8am

[harrogate] 22/3/2021 07:30

I guess results are not today then ?

[nico115] 21/3/2021 15:51

I don't think we are on a high pe

[nico115] 21/3/2021 15:45

I've emailed Irelands and said it's a disgrace we haven't any forecasts for 22 23 and 24 We have just won a huge 50m Rev contract and they refuse to put it in any forecasts No wonder institutions refuse to buy us Anyone would think our shop broker wants our shares to fall You couldn't make it up

[pj 1] 21/3/2021 14:52

the best scenario is that we get significantly increased forecasts for 2021 and noticeable growth forecasts then for 2022.

Without those then the high p/e ratio will not be maintained, irrespective of how many podcasts or presentations the Co does.

[shanklin] 21/3/2021 14:31

It would be helpful if SPSY would present via IMC or some route where PIs can ask questions. I think that could really help the company as well as us

[nico115] 21/3/2021 13:47

I'm sure we will get another podcast Nabil seemed to enjoy the proactive one !!

[death by donut] 21/3/2021 09:27

Not bad considering I wasn't really awake. Reason being i thought clocks went fwd last night and set alarm accordingly.DbD :-)

[crazycoops] 21/3/2021 09:13

Almost word perfect Donuts :)

[death by donut] 21/3/2021 08:34

Oops , thought first post hadn't gone up and couldn't remember what I'd written. DbD :-)

[death by donut] 21/3/2021 08:31

Hopeful too , since that materially ahead comment in HY we've had:CB contract now phase 2.Lottery renewals , small but adds to pot.Trubrand patents China.Bought just shy of half a Bio Co for future revs , hopefully .Admit I don't understand all of it completely , but thats why I use Sharepad for most of my picks. Numbers look good to me.Ftr , been in since Oct 17DbD - Builder bloke :-)

[death by donut] 21/3/2021 08:09

Confident too , since half year materially ahead statement we've had :CB contract , now at phase 2.Lottery renewals , small but all adds to to the pot.Trubrand China patents , waiting for that to take off.Bought a good chunk of a Co for future revs , hopefully :-)I admit I don't understand all of it , but as far as I can determine using Sharepad , it looks pretty good to me.Ftr , I've held since '17DbD - Builder bloke :-)

[sonofbanjosinger] 20/3/2021 22:28

I think Nico 's holding is larger than all our Sipps put together ..... l am quietly confident of excellent results on Monday and looking forward to a robust future with hopeful another podcast to broadcast the facts ......

[death by donut] 20/3/2021 20:14

Well I think I'd be nervous too given your position is bigger than my sipp. :-)

[nico115] 20/3/2021 17:44

I think it's Monday btw