Spectra Systems Share Discussion Threads

[nico115] 26/9/2018 19:47

Surprisingly little reaction here Maybe I'm the only bullAnyway I'm v excited and if I'm the only one,so be it For a year I've always thought we were rangebound,now I think we breakout

[nico115] 26/9/2018 17:36

Wow trade at 114p!!

[nico115] 26/9/2018 15:59

Haha Let's get there first but so much in the pipeline(as seen in last RNS)If we had no earnings and only the prospect of the future potential we would be floating at 50pThat sums up our prospects

[fozzie] 26/9/2018 15:53

200m mkt cap and £4.00 share price would be a retirement of some considerable luxury ;o)

[nico115] 26/9/2018 15:40

If Nabil delivers on all our potential.. 200m mkt cap If he delivers on half then 100m ie 2 pounds Trubrand should be worth 50mLet's see but this imho is the most exciting company on Aim Ps.i am talking my own book!!

[fozzie] 26/9/2018 14:30

VRS is a puzzle Nico, still i almost bought 2k's worth when they were 19p, i eventually talked myself out of it and watched it rise daily ever since. The disparity to the opportunity here is startling. I just don't think the good Doctor is much interested in touting himself and the company around the city tbh and who could blame him. The pot is bubbling nicely here in any event.

[sonofbanjosinger] 26/9/2018 13:58

Once it is a 50m + cap company it will be more appealing to the institutional buyer.

[nico115] 26/9/2018 13:30

Yes the price on the screen should be 105-110Can't see any downside in Spsy now from these levelsJust too many potential blockbusters valued at 0p

[horndean eagle] 26/9/2018 13:21

Been outbid and aggressively now. 104p bid when it was 104p offered 20 minutes earlier and spread hadn't moved. No offers. Rather than chase it I am going to try and get in on this line of stock they are targeting. Nice to hear Nabil has been meeting new institutions. Would expect it to move up in coming weeks.

[nico115] 26/9/2018 13:15

Best meeting yet Bodes v well Too much priced at zero ,crazy really Hey ho

[horndean eagle] 26/9/2018 12:48

think there is decent volume either side. I might buy some more. Nabil seems as bullish as ever. So many irons in the fire. Need to go and get him in front of a wider audience.

[nico115] 26/9/2018 12:19

Looks like some chunky buys as well!!

[horndean eagle] 26/9/2018 11:44

Does seem some to be some chunky selling on SPSY. Not sure whether meetings haven't gone down well or not. Soon find out though

[martinthebrave] 26/9/2018 10:58

Hi PJ1. It does seem at odds with the commentary within the Interims. Xajorkith is probably correct but has anyone access to the WH Ireland note from the 24th?

[pj 1] 26/9/2018 10:55

xajorkith. Thanks, I have done the same, previously Stocko advised me they cannot directly alter the figures themselves, as they are supplied as you say by a 3rd party

[pj 1] 26/9/2018 09:27

Stockopedia have updated from HY but I admit to being confused. ''Normalised'' eps projections for 2018 and 2019 have not been altered (8.8c, 6.9c), which is in contrast to Broker upgrades to earnings. Obviously this shows negative earnings growth and affects the p/e basis etc etc. of 21% (and decreasing net profit)


However in the narrative from HY, ''

''Board therefore believes that the Company, by achieving key business milestones, will continue to perform well for the remainder of 2018 with excellent prospects for ongoing earnings growth thereafter.''


Note-''ongoing earnings growth''


There seems to me to be a disconnect here that I do not fully understand. Negative earnings growth can in some circles be seen as a negative.


Any comments?

[horndean eagle] 25/9/2018 18:50

nasty withholding tax issue for UK holders. hes been pretty generous with the dividends. I don't blame him for not returning it all but he should put aside a couple of million to clear out any overhang.

[junior21] 25/9/2018 18:11

Could be argued as more tax efficient from a uk shareholders perspective

[glaws2] 25/9/2018 17:40

Why share buybacks as opposed to increased dividends?

[fft] 25/9/2018 13:59

The keeping cash for India to show strength doesn't wash imho now with this level of cash generation.I am with Nico in trying to get Nabil and advisors (as in previous meeting) to revisit the idea of share buybacks. 1m a year would hardly be noticed.

[nico115] 25/9/2018 12:57

Haha I haven't for a long time and promise I won't again!!See you tomorrow !!

[horndean eagle] 25/9/2018 12:51

maybe we can try and nudge nabil into buying back shares more aggressively. Whatever you do don't mention share options again!

[nico115] 25/9/2018 10:34

Horndean Maybe market isn't valuing the cash here We would be this price if we had 1m bucks of cash We need to deploy it Would be nice to have 40m shares in issue not 45m!!Or an acquisition

[horndean eagle] 25/9/2018 10:24

Bit disappointed there was so little fanfare or interest following yesterday's figures. I guess it stays in its slumber until we get another batch of announcements or its picked up more widely by the tipsters. Surprised they have shown a complete lack of interest. Maybe a switch to reporting in sterling might help. Somero is quite well liked and covered. No reason why SPSY shouldn't really feel the same amount of love.