Spectra Systems Share Discussion Threads

[nico115] 24/4/2023 08:07

Market doesn't like cos a few small sellers on the rns ? Hmmm ,non factor for me .Hope I'm right !! : )

[harrogate] 24/4/2023 08:05

Yes but he left last year and the replacement has left so when the new one starts that will be 3 in under a year. Market clearly not like it - let's hope that the large buyer is around to take advantage of the price drop

[nico115] 24/4/2023 08:00

Brian had been there a while Have you never made a mistake Harrogate ?If not can I back you please ?

[harrogate] 24/4/2023 07:40

But she was recruited by Nabil so if not well regarded then that was a poor selection. Not a good look to keep losing FDs alongside the continuing failure to hold an AGM. They keep providing reasons for people to stay clear. Having said that I suspect the finance role at Spsy is not that commercial or strategic

[nico115] 24/4/2023 07:37

I don't think she was highly regarded so not a factor.

[robsy2] 24/4/2023 07:19

She didn't fit in then? Only been there since June last year.

[harrogate] 13/4/2023 11:12

But he should also have told to that DLAR only have 5% of the global polymer note market

[shanklin] 13/4/2023 11:02

Just had a Twitter exchange with @fwyburd who attended an SPSY WHI presentation on 21-Mar-23. He quotes Nabil as having stated "polymer note market is growing at 18%CAGR, paper notes at circa 3%"

So, my assumption that DLAR are just making up facts to suit themselves may have some basis in fact.

[nico115] 13/4/2023 09:39

Looks like buyer has bought 3pct so farProbably return to buy cheaper and if not successful back up we go

[shanklin] 13/4/2023 09:19

Very true Harrogate. There's certainly a lot of narrative.

[harrogate] 13/4/2023 08:59

I can't argue with that but it is credible and one thing that has been holding Spectra back a little is the death of cash narrative so the DLAR stuff feeds into that

[shanklin] 13/4/2023 08:55

IMHO, its like believe JOUL managament when one should be taking notice of what NXT say

[shanklin] 13/4/2023 08:51

But do we believe anything DLAR say?

[harrogate] 13/4/2023 08:49

Well you can see why that would be logical given a large chunk of Spectra revenue is based on the number of notes their CB customers are printing each year.

[shanklin] 13/4/2023 08:38

Down 2x2.5p since DLAR declared their wide-ranging incompetence in an RNS yesterday morning. Really can't see how this affects SPSY.

[robsy2] 23/3/2023 18:53

That is a very good way of putting it.🤞🏻;

[sonofbanjosinger] 23/3/2023 18:49

With large scale printing trials taking place, the chance to tender for a contract in the final quarter and talking to 7 central banks ... I would suggest we have a high probability of success... Why wouldn't a central bank want their high value notes protected with level 3 security fusion technology.

[nico115] 23/3/2023 17:48

185p trades Mkt putting a value of zero on fusion I think it could add upto 10 pounds onto our share price Let's see if mkt is right now or if I will be right in a year or two

[sonofbanjosinger] 22/3/2023 16:43

Nice to hit a new yearly high today ....

[sonofbanjosinger] 22/3/2023 01:20

Yep agreed about the dividend... was thinking the same and to be honest he has been paying most of the profits out for the last few years ... We shouldn't just be a good dividend paying share ..as you say the growth prospects should now push the share forward ... we also have the added benefits of the cash now getting a good yield as well... rather than the almost zero it's been earning for the last few years that should add 7 to 8;percent to the bottom line without any effort and perhaps we can find a cash starved tech company with great prospects to takeover.

[nico115] 21/3/2023 23:26

Yes I was forecasting 12cThe rns said looking for acquisitions so that must be why 11.5cNice if we get pound to 115Either a fusion contract or an acquisition gets us to 250p as our cash is valued at zero.If Fusion is a success I think we will see a 10 pound share price. Possibly 20 pounds .I don't believe Nabil was put on this earth to be a ceo of anything less than a 1bn dollar mkt cap co..he's as good as most Ftse 100 CEO'sSounds good crazy but we get 7 or 8 CB taking up Fusion then I can see 20 pounds here .

[sonofbanjosinger] 21/3/2023 23:19

Indeed ... Got love his enthusiasm... 11.5c dividend a little stingy would of been nice for a double digit growth in the dividend as well.... Would be good to have a little dip down to 1.15 for the pound around dividend payment day .... For a extra little bonus ?

[nico115] 21/3/2023 18:21

Great podcast

[sonofbanjosinger] 21/3/2023 14:36

https://www.proactiveinvestors.co.uk/companies/news/1009613/spectra-systems-releases-2022-year-end-financial-results-with-sizeable-growth-1009613.html

[cf456] 20/3/2023 15:37

Two high-tech small-caps with positive earnings momentum

A provider of alternative superfast broadband products and a leader in banknote authentication and brand protection technologies are in strong earnings cycles