Spectra Systems Share Discussion Threads

[sonofbanjosinger] 24/9/2018 23:13

Well pleased with figures today ..the price will catch up at some stage ...l am sure.

[nico115] 24/9/2018 21:12

I look at a company like Versarien with a mkt cap of 280m gbp making no money at allAnd compare to spsy making decent profits and healthy cash balance with huge potential and we have a mkt cap of 50mWow!!

[nico115] 24/9/2018 21:10

Anyone buy any today ?Felt good at the close Here's to another good day tmrw Hoping to close the week at 110p

[nico115] 24/9/2018 12:36

Thanks for that Simso V interesting Anyone waiting for potential to get realised will be paying much higher prices Much better to buy now when the share price is underpinned for many years on current eps and contracts We have 5 groundbreaking opportunities to increase eps substantially

[simso] 24/9/2018 12:16

Stockrank is high at 88, and will change tonight as the latest numbers are rolled through. The stockranks work retrospectively on trailing 12 months (TTM),and should benefit tomorrow from improved TTM profit and closing cash. Hopefully the rank should improve tomorrow into the 90's.
Since Stockopedia started 5 years ago, the total portfolio of all shares ranked 90+, quarterly rebalanced, is up +146% over the period.

[nico115] 24/9/2018 11:40

Now no offers at all!! Funny old game this is

[nico115] 24/9/2018 11:37

A seller of 30k first thing put a halt to a further rise on top of the mark upI don't think there is a seller around ,just profit taking by those who punted on the figs I think we will get a gradual rise over the week to 110p

[horndean eagle] 24/9/2018 11:35

What are the mm saying about SPSY this morning? Was told there was decent volume both sides. Any idea of where the selling is coming from?

[nico115] 24/9/2018 11:30

Had another look at the figures and statement I would say that trubrand is in for nothing and I really believe this could be worth 100p alone to spsy..yes 40m gbpLet's see!!Strong buy Target price 180p

[someuwin] 24/9/2018 11:04

Part of WH Ireland's comment today

"Opportunities abound Amongst a wealth of initiatives, Spectra has successfully completed the first phase of a sensor development programme with a G20 central bank for use with one of its technologies for polymer notes. TruBrand is also progressing with the delivery of two off-line quality control devices to a tobacco factory in China, which could yet still result in material sales. The Secure Transactions Group also looks increasingly well positioned, having secured new clients through H1 and following the US Supreme court ruling in May 2018 that allows US states to legalise sports betting.

With good newsflow, but well below their recent 120p peak, Spectra offers quality of earnings together with good forward visibility of revenue and profit plus some material pipeline opportunities that could yield a further step change in profitability."

[pj 1] 24/9/2018 09:30

FWIW I would never expect Stockopedia to be positive for the simple reason of the poor corporate governance. It goes against their mantra imo

[pj 1] 24/9/2018 09:29

I look forward to seeing the upgrades, as my notes had negative growth (yes I know a little unfair after such stellar performance) but I know lots of ''Zuluists'' see that as a negative.

[bones] 24/9/2018 09:19

It's usually Graham Neary on the Paul Scott column that comments and he usually says it is too mysterious for him despite the good numbers!

[horndean eagle] 24/9/2018 09:13

WHI upgraded 2019 forecasts today but left 18 as they were. No doubt both will be beaten. SPSY needs to be brought to a wider audience. Hopefully stockopedia will pick it up and paul scott can comment on it. That would get it going.

[greenroom78] 24/9/2018 09:10

Which is typical WHI IMO.

[nico115] 24/9/2018 09:05

And they're lining up to sell em!!

[bones] 24/9/2018 09:04

WHI raise their near-term value of SPSY to 145p (from 135p).

[nico115] 24/9/2018 08:20

Disappointing really Was hoping for 110p : (

[sonofbanjosinger] 24/9/2018 08:19

Well this really needs to be a few more peoples radar.

[clocktower] 24/9/2018 08:00

Well done all.Great RNS.

[fozzie] 24/9/2018 07:56

Lol sonofa, that is a positive saying where i come from! Very good and a hint of more to come full year. In Nabil we trust.

[bones] 24/9/2018 07:55

NTV, you may be right but I have generally never had issues with AJ Bell and have no desire to make trouble for them.However I do know someone in their management who I will have a quiet word with very soon. The reasons given about USD cheques needing 8 weeks to clear are certainly wearing thin!

[nico115] 24/9/2018 07:53

I would be shocked if we got a Chinese contract for Trubrand....but that's not what the statement is saying !!Cash at 10m gbp...25pct of mkt cap ..not being valued so a nice small acquisition? Small buyback ?I think we will get a beat to full year expectations in December even though we are obviously largely first half weighted