Spectra Systems Share Discussion Threads

[earwacks] 01/6/2025 11:14:35

‘Lack of news flow A major concern’. Audited results just over two months ago. Last year pretty much the same with first new contract announced in mid July. General uncertainty thanks to imbecile Trumpenomics is a concern for all markets. Theee re were two major sells about the same time for a total of 350,000 shares Thursday . It rises a tad after that. If that’s it then Should start to rise a bit more but I suspect most investors are sitting firmly on their hands till the orange one is juiced! The fact that a number of small companies chose to challenge Trumps looney in the courts suggests to me that larger corporations s will be seeking to do something more perminent

[pj 1] 28/5/2025 21:10:22

We all must agree the total lack of newsflow is a major concern for any growth Company?

[pj 1] 28/5/2025 20:46:43

Well, we used to hope for £10 on a fusion contract win, so at least reality is now kicking in?

[volsung] 28/5/2025 20:37:56

That’s a chance I have to take

[nico115] 28/5/2025 20:33:52

Good luck May have to buy back at 300p on a Fusion contract win !!

[pj 1] 28/5/2025 18:47:46

Maybe one of these FD's will actually buy some shares one day?

[volsung] 28/5/2025 17:38:39

Sold these
Not much happening

[zho] 28/5/2025 08:37:44

Perhaps a little hurried? The outgoing FD's bio is still on the SPSY website.

[harrogate] 28/5/2025 07:38:58

Well Nabil certainly gets through FDs. Not sure that is positive. Wonder if we should be slightly excited that this guy's SEC reporting experience is noted more than once.

[gamwah] 27/5/2025 11:17:08

Does anyone know why the forecasts are so low for 2026 - checking via share pad has a large mark down in most areas?

[cp42kx07] 23/5/2025 09:47:28

Indeed, no real news since last July. This certainly doesn't support the idea of SPSY as a growth investment.

[pj 1] 16/5/2025 20:54:39

The main issue to me isn't who is selling or not, its the total lack of RNS news flow.

[nico115] 16/5/2025 14:47:27

I'm patient .Not me selling .Maybe Close as last holding rns ?

[harrogate] 16/5/2025 12:31:46

Very quiet here as we wait for news. Clearly been a seller for a week or two as possible to buy at £2 with almost no spread. Looks to have been cleared now

[harrogate] 15/4/2025 13:31:55

They do a bit in China which might be impacted but it is really small. They could put stuff through their U.K. sub maybe anyway. They have a small amount of licence revenue with DLAR. It is about 10% of what it used to be and can't see why it would be impacted The key dynamic is any impact on DLAR and its position in the polymer bank note market where Spectra is trying to h hard to enter. Who knows but gut feel is that better for us that DLAR goes to PE than a strategic trade buyer.

[davidosh] 15/4/2025 13:19:34

I have been nibbling away at this £2 level and Spectra has now moved into my top five.

Does anyone see any headaches caused by tariffs or DLAR changing ownership?

[boonkoh] 15/4/2025 09:10:15

Surprised that despite the bidding war for De La Rue this morning, no reaction to the Spectra share price...(I hold in the Boon Fund)

[harrogate] 14/4/2025 07:55:00

Thanks very much

[zho] 14/4/2025 07:46:15

Harrogate,

[harrogate] 14/4/2025 07:41:37

Hi. Is it possible to post the text. I can't seem to see the article? Thanks

[nico115] 14/4/2025 07:11:29

Great write up.Soectra such a quality company. If we break into the substate market I can see us multi bagging.

[death by donut] 13/4/2025 10:28:33

Sorry pressed button early :-)SPSY mentioned first.DbD

[death by donut] 13/4/2025 10:27:06

https://newspaper.mailplus.co.uk/data/5905/reader/reader.html?#!preferred/0/package/5905/pub/20128/page/61/content/966959

[zho] 04/4/2025 08:07:59

Paul Scott and Paul Hill on SPSY from 23:30

"The acquisition of Cartor has dramatically sped up the product innovation cycle from 2-3 years to 3 months"

[welsheagle] 01/4/2025 18:50:51

How much does the £8.5mn cash work out per share.