Spectra Systems Share Discussion Threads

[davidosh] 22/7/2024 09:29

Vin Murria is on the show tonight too,,, and Richard Crow with Alan on the Bash

[nico115] 21/7/2024 16:26

Was only joking !!Nabil saying more good news to come is extremely bullish. You got any decent contacts at Mello ,davidosh?

[davidosh] 21/7/2024 14:54

It depends on how all the recent news is evaluated. Spectra has a Stockrank of 77 but listed on a p/e of 28. Investors will need to see the benefit of the contracts and acquisition so worth seeing the latest analysis.

[pj 1] 21/7/2024 08:04

When a CEO says ''more good news to come'', at all time highs, never issued a profit warning, when on a forward p/e next year of just X8 , and also plans to reduce overheads, which I take to be some sort of synergy with Cartor which will also increase future earnings, then how can it not be a Buy?

[nico115] 20/7/2024 18:24

If we are a buy I will log in

[melloteam] 19/7/2024 14:06

Just to let shareholders and prospective investors know that Spectra will be one of the companies discussed on the BASH (Buy, Avoid, Sell, Hold) panel on the MelloMonday webinar on Monday 22nd July 2024, starting at 5pm.

Full Programme:

5:00pm Paul Hill presents ‘Investing in turnarounds’
5:30pm Company presentation from True Royalty
6:10pm Company presentation from Cohort plc
6:40pm Company presentation from AdvancedAdvT plc
7.00pm Company presentation from Time To ACT plc
7:30pm BASH Panel featuring Alan Charlton (SPSY) and Richard Crow (FTC)

Get 50% off your ticket with code MMTADVFN50
More info:

[skyracer] 19/7/2024 11:48

" Spectra Systems Corporation, a leader in machine-readable high speed banknote authentication "

Todays global IT outage affecting cashless payments and costing the global economy how much ? Tens of $billions ? surely has emphasised the continuing need for securely authenticated banknotes !

[fozzie] 17/7/2024 08:16

Yes that was hopefully not just a throwaway line from Nabil. Very positive interview from a very great old ceo.

[dcarn] 17/7/2024 08:13

I liked the end of the interview, "We'll have good news coming again soon".

Edit. Cross post.

[glaws2] 17/7/2024 08:10

The interview crazycoops highlighted ends with “… we’ll have good news coming again soon”.

[pj 1] 17/7/2024 07:53

Hopefully whoever was profit taking yesterday has finished. I believe that held the share price back, but off course those buying yesterday would have been grateful.

[crazycoops] 17/7/2024 06:40

There was a brief interview with the CEO on Proactive yesterday hTTps://www.proactiveinvestors.co.uk/companies/news/1052055/spectra-systems-ceo-announces-major-contract-with-central-bank-for-sensor-manufacturing-1052055.html

[elrico] 16/7/2024 21:12

It had been a very unusual and long six months since Spectra had given us any news about the new contract. However, the wait was well worth it as we were greeted this morning with a lovely mouth-watering contract which enhances earnings significantly over this year and next, and then reports this will lead to further upgrades when the service contract is hopefully announced in early 2025.Spectra Systems has had a good run but did provide us with a period of angst. However, it has grown since February 2021, when Elric featured it after my persuasive charm. Its share price growth from 178p to 260p, marking a robust increase of approximately 46.1%. Consequently, the company's market capitalisation has swelled from £82 million to £125.37 million.https://x.com/lemminginvestor/status/1813281864909529315?s=46

[shanklin] 16/7/2024 15:05

Fft

SPSY forecasts only ever include contracted revenue; you won’t ever see a downgrade

[fozzie] 16/7/2024 14:15

Surprised not to see a new ath following this mornings rns.

[glaws2] 16/7/2024 12:56

fft - the effects of the Cartor aquisition have been included in their forecasts since the transaction was announced. The changes in forecasts in today's note are driven by today's contract announcement, however there is quite a bit on the future for fusion.

[fft] 16/7/2024 12:03

Does the Zeus note include anything for the cator acquisition? Especially the fusion polymer notes ? Or stamps ?There are a lot of moving parts with SPSY, and all are capable of releasing a contract that isn't in the forecasts or is an improvement.

[pj 1] 16/7/2024 11:22

Looks as if this has hit someones price target, and have a seller, as I thought we would easily be up 20 or 30% today.

[boonkoh] 16/7/2024 08:13

Zeus EPS forecast does ha e EPS going down after FY25 of course; that's a bumper year.But don't forget there is residual $4.5m in FY28 and FY29 from these sensors.And then the service contract, recurring yearly revenue, to be signed in Q1-25. Not in Zeus forecast yet. Likely to be low millions a year? So we're all but guaranteed another upgrade to FY25, FY26 EPS once that service contract is signed.

[shanklin] 16/7/2024 07:56

boonkoh,

Thank you for the Zeus numbers.

It will be interesting to read the Zeus note; clearly this increase in profit forecasts needs to be ongoing to justify a £3.80 share price .. ...albeit given the management I am reasonably confident that good things will continue to happen going forward

[boonkoh] 16/7/2024 07:39

Zeus house broker forecasts updated. Note worth a read, as they have detailed knowledge of how the company works, probably guided by management on the forecasts.FY24 increased to 17.7c, FY25 increased to 37.1c...! Whopping increase, was 20.3c before. (these are fully diluted EPS numbers)Evem taking an average of the two years, and assuming a 17.5x PE, gives a price target of 370p. Way in excess of current share price Zeus have a price target of 380p.(I hold in the Boon Fund)

[fozzie] 16/7/2024 07:05

A great RNS to wake up to, well done Nabil and team 👏

[mirabeau] 16/7/2024 06:12

'This manufacturing contract margin is expected to result in profits over its term that are significantly higher than previously estimated.'

It just gets better..'significantly higher than previously estimated'...that's orgasmic stuff

[mirabeau] 16/7/2024 06:06

That is some contract, almost £40m