Share Name Share Symbol Market Type Share ISIN Share Description
Spectra (Unres) LSE:SPSY London Ordinary Share US84756T1060 COM SHS USD0.01 (UNRES)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -3.00p -4.23% 68.00p 66.00p 70.00p 71.00p 68.00p 71.00p 28,094.00 15:36:17
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 9.0 0.9 2.4 29.0 30.47

Spectra (Unres) Share Discussion Threads

Showing 1126 to 1150 of 1150 messages
Chat Pages: 46  45  44  43  42  41  40  39  38  37  36  35  Older
DateSubjectAuthorDiscuss
25/4/2017
19:09
Thanks HarrogateI haven't looked at what's out there,I just thought trubrand looked so simple to use which to me is so important Have you any idea where rainmaker is?I owe him big time and would like to take him out..I owe him more than a good meal out as he brought this to my intention !!He's a top man and is very much missed in these bb s
tilly99
25/4/2017
19:01
I am not saying I want more - I am happy and feel that Trubrand is a great addition to our technology portfolio. All I am saying is that it is not correct to say that it is that advanced or unusual in the world of brand authentication. Just trying to inform based on my knowledge of the market. I look forward to the first major Trubrand contract which I am sure will drive the value up another notch.
harrogate
25/4/2017
18:38
Opsec haven't got anyone like mr lawandyWe have superb technology ,cash on balance sheet,great rships with central banks and increasing profitsNot sure what else you want?Trubrand looks great to me..yes we need that initial contract but once that comes we will get othersIn terms of agreement price we do need trubrand to win a contract to propel us higher
tilly99
25/4/2017
10:06
Opsec was taken private a couple of years ago but had sales of around £50m
harrogate
25/4/2017
09:56
What is market cap of Opsec Harrogate?I disagree as our mkt cap is tiny and trubrand looks as good as other technologiesAERIS is a huge disappointment and that was supposedly nailed on but we have huge potential
tilly99
25/4/2017
09:21
I hold here and am delighted by the price of course but we really need to stop getting too excited about Trubrand. It does nothing that other technologies do and the website looks as if it was designed in 1975! These guys are industry leaders and this is what a brand authentication website should look like hxxp://www.opsecsecurity.com/brand-protection-enhancement/consumer-goods
harrogate
25/4/2017
09:05
Look at trubrand on websiteIt's unreal
tilly99
24/4/2017
15:57
I'm somewhere in-between, where the future profit (dividends) pushes the current price up to 100p, with any other good news obviously a bonus but not to be factored in (I like to call that gambling).
weird_dave
24/4/2017
12:10
Thats interesting Tilly. I tend to look at this the other way round...namely that the current market cap can be justified by the existing business, where we know last years numbers and make an educated guess at this year's. TrueBrand potential could be almost anything...from a damp squib like aeris has been so far, through to something so valuable it could be worth many times the current market cap on its own. The good thing for me is that little of that potential is currently in the current price of 70p, so any news at all over the next year could be positive for the shares.
simso
23/4/2017
19:26
Looked at trubrand this weekendI'm actually thinking of buying more SpectraThe end market could be so substantial the current market cap could be justified purely on trubrands potentialWith aeris and 8m bucks and all our other operations and patents thrown in for nothing I'm upgrading my price target from 120p to 180pVery Strong Buy
tilly99
22/4/2017
13:33
That's old and link posted above but a good readFairly valued now without new contract winsBut fully expecting more positive news over the next few months to power us into 3 figures where I will be a seller Onwards and upwards
tilly99
22/4/2017
11:17
I don't know if this has been posted, http://www.cambridge-news.co.uk/business/business-news/private-punter-company-can-detect-12838104
sonofbanjosinger
21/4/2017
09:26
Looks like any selling is being snapped up very quicklyMaybe rangebound between 60 and 80
tilly99
21/4/2017
08:51
Agreed ..my biggest holding also...nice dividend, for a growth share even at £1, with plenty more to come in the future.
sonofbanjosinger
21/4/2017
08:24
One man band doesn't put me off at all and at the current price, this is now my biggest holding. I find myself unable to value this, but it is imho, at least 50% higher than it is now.
weird_dave
20/4/2017
15:05
Driving not drying!!
tilly99
20/4/2017
15:03
Totally agree simsoI was initially put off by the fact that Nabil seemed the only drying force here but the main board has some heavyweights and Nabil CV is v impressive I agree no downside from 60p and it only takes a few decent contracts and we Should easily double Unlike you in inly looking for a big figure of 1 before I contemplate selling out(I do have a v big holding and it's my biggest by far now as bought in at 23ish P)
tilly99
20/4/2017
14:56
Hi Tilly99, I must admit I have been buying in different places at different times...spreadbet, ISA, Trading Account...and have not worked out my average price in...and will probably do so when I have built my position fully. I would guess early 50's so far, and haven't bought any today. I must admit that I initially found the business quite hard to understand, exactly what it does and where the profits come from...as its quite complex for something so small...and as you say, probably very reliant on one man, which is a risk. It already takes fairly sweeping assumptions to come up with a view for this year without Truebrand, but I could not even start to scope how big TrueBrand might be if it really gains traction. I feel at the moment it is a Lottery Ticket but with decent odds of our numbers coming up, and if it doesn't work, you get your money back as the current valuation is underpinned!
simso
20/4/2017
13:44
Have you bought any stock today?
tilly99
20/4/2017
13:43
SimsoWelcome to this boardWhat is your average in price ?Do you mind saying what your biggest holding is ?Are you worried that this seems to be a one man band?What do you think we could be making in terms of profit 3 years out if trubrand does start to have a major impact?
tilly99
20/4/2017
13:36
My first post in this SPSY board, as I have moved from owning none at all 6 weeks ago, to this now being my second largest holding. There are two elements to my investment case: Firstly that the valuation is more than underpinned by the existing position before TruBrand, and secondly the exciting potential of TruBrand which could make this a significant multi bagger if it gains traction. Having made $2.4m EBITDA in 2016, I think there are two big benefits which were only "part year" last year, so we will have a Full Year Equivalent Benefit in 2017 from those:- The first benefit is the 35% uplift to Gross Profit from in-house manufacturing (which only started in Q4, so a big benefit to come in 2017). Note that the Gross Margin % in H2 was c73% compared to 61% in H1...so hopefully this in-house manufacturing was part of that improvement. Secondly, the second half total costs were c$350k lower than their previous run rate per half, and think this is more reflective of the forward run rate with lower R&D etc. I think the full year equivalent benefit of those two things alone are a "Building Block" c$1m for 2017 on top of what was achieved in 2016...taking the 2017 EBITDA up to c$3.5m. That sets a baseline, worse case valuation for me...with plenty of scope to then further overlay building blocks for what they achieve through 2017. If I value this baseline $3.5m EBITDA at a conservative valuation of 8-10 times, and add 18p a share for the cash, then the base range is 68p - 80p a share. It seems they have a significant chance to improve on this as their plans and initiatives for 2017 hopefully come to fruition, and the real "moonshot" is if we start to see some traction on TruBrand.
simso
19/4/2017
19:19
Ha well I'm hoping you're holding out to see a couple year's worth of dividends so that you can have the satisfaction of receiving a yield of c20% on your original investment!
junior21
19/4/2017
18:32
Son ofLooks like a switch from one account to another
tilly99
19/4/2017
18:15
Maybe junior he did buy at 22p!!Lol
tilly99
19/4/2017
17:35
Has Tilly started offloading?!
junior21
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