Spectra Systems Share Discussion Threads

[diku] 15/4/2014 08:15

You mean the herd is yet to come...

[horndean eagle] 15/4/2014 08:10

Its all a bit illusory. Market makers are playing games and trying to shift stock. No buying interest yet but hopefully story gets picked up by a wider audience or tipsheet and that will change.

[battlebus2] 15/4/2014 08:04

A great start to the day here :))

[glasshalfull] 14/4/2014 23:38

Hard to ignore a company trading at such a discount to NAV of 34p...when the cash balance itself almost equates to the current market cap.

We know the high margin phosphor sales have recovered via recent RNS announcement, and while certain aspects of company contracts and delivery will continue to be lumpy, the blue sky potential of their Aeris banknote cleaning system is effectively valued at nil.

It should also be noted that the company spends $2 million per annum on R&D which is fully expensed which again indicates the hidden value here.

I believe much of the overhang was taken out last week and I'd imagine a number of investors that have welcomed the opportunity to invest in a cash rich company at distressed levels.


Regards,
GHF

[glluckett2] 14/4/2014 23:22

Did anyone spot all the late-reported trades today ??

[cockerhoop] 14/4/2014 20:04

Cheers El1te, happy to be corrected. Obviously need to pay closer attention.

[battlebus2] 14/4/2014 18:49

Very good news if the overhang has gone. Should see a rise back to something that resembles a decent valuation for this overlooked company.

[99matti99] 14/4/2014 18:25

Nice one El1te, thanks.

[el1te] 14/4/2014 17:46

Happy to say that's incorrect :)

"We show that supercritical CO2 (SCCO2) can be effectively utilized to remove sebum and other oils and contaminants, including common bacterial colonies, from both paper and polymer banknotes without destroying the costly and sophisticated security features employed by central banks to prevent counterfeiting."

El1te

[cockerhoop] 14/4/2014 17:37

I understand Aeris is only applicable to paper banknotes. The youtube video only refers to paper and I'm sure they would have mentioned it if the process worked with polymer notes.

[99matti99] 14/4/2014 16:40

Does anyone know if the process is applicable to polymer banknotes, such as in Australia and Brazil? The UK has announced it will start to progressively issue polymer notes in 2016.

[cockerhoop] 14/4/2014 16:29

I'd prefer it if it (Aeris) caught the central banks imagination :-)

[horndean eagle] 14/4/2014 16:18

Overhang in SPSY was cleared last week so could see some decent upside once momentum starts to build. If the bank cleaning process gets a bit more airtime it could capture public imagination.

[el1te] 11/4/2014 14:50

Aeris System Video out. Results graphs look very promising:


El1te

[diku] 03/4/2014 09:06

That 6421 probably same person bought Tuesday and sells out Thursday due to no price movement...

[fozzie] 01/4/2014 08:57

Hopefully another article may highlight this under the radar share. Picked some more up this morning. Averaged at 21 now so looking a bit better. Being patient but finding it hard.

[hastings] 01/4/2014 08:33

Not as in-depth as El1te's excellent summary, but may be of interest.

[battlebus2] 31/3/2014 23:09

Totally agree with that Elite, it's becoming increasingly harder to find low value shares with the same potential as Spectra. It will take the results next month to provide a direction for the share price meantime I'm continuing to add.
You can buy at 18.4 ATM.

[el1te] 31/3/2014 22:39

diku - Patience is key. Easily one of the best, if not the best risk/reward play on AIM at the moment (that I have come across - bear in mind though that I have come across most of them).

With catalysts upcoming, the rest of H1 should see some traction being gained from this low base.

El1te

[diku] 31/3/2014 22:21

Just hope one day in our lifetime this share will go up!!!....it spends more time being flattish...

[shanklin] 26/3/2014 14:36

speedsgh - thank you

[diku] 26/3/2014 14:20

All those buys and the price still doesn't move ...what does that tell you?...

[speedsgh] 26/3/2014 13:59

Shanklin - see

[solooiler] 26/3/2014 09:15

Im in as of this morning :-). Gl holders