Spectra Systems Share Discussion Threads

[patviera] 19/5/2015 17:34

Looks like spread ex selling their holdingNice turn from the 17p levelI am sticking to 22p to add u less we win a contact with a CB

[davidosh] 11/5/2015 23:26

You can contact me by sending an email with 'meeting' in the Subject Line to [e-mail] (a spam filter will discard emails without the word 'meeting').

[patviera] 11/5/2015 21:32

Mellomeeting?

[drago] 11/5/2015 20:28

I, d take some of the used notes off of them,
it would enrich my compost heap

[rainmaker] 11/5/2015 16:08

Pat, and that's just one, albeit large Central Bank but there's another 179.Besides substantial cost savings available, there's a big green angle here not just in the greenhouse gases produced on incineration but also the carbon footprint in producing new notes and the use of finite materials.BTW Aeris recovers some 97% of the carbon dioxide gases used.

regards

[davidosh] 11/5/2015 16:00

Patviera....How many are you looking for ? Just email me at mellomeeting.co.uk

[patviera] 11/5/2015 15:54

Very interestingBut spsy has become a trade by appointment as there is a huge buyer and no sellersI want another 100/- shares but cannot get them: (

[rainmaker] 10/5/2015 21:59

Slightly dated article for the Telegraph but nevertheless very useful for illustrative purposes for Spectra Systems(SPSY)concerning some £13bln of UK bank notes (some 882,000,000 notes),some 25% of all notes in circulation and weighing almost as much as three 747 Planes, that have to be withdrawn from circulation and either incinerated or turned into compost annually as no longer useable. Expect a £5 note to last just a year with a £10 or £20 notes replaced after 4 years.

Surely there must be a better way?




regards

[patviera] 07/5/2015 10:38

No Bloody stk around: (

[patviera] 01/5/2015 07:49

Bought another 50 at 22Feels like in not the only buyer herePe of 5 and that's with aeris in for nothing!!

[battlebus2] 27/4/2015 15:58

Yes best of luck, i fully understand your position.

[patviera] 27/4/2015 15:56

Fair enough stewy I will hold as I like cash posi and mills don't get it wrong often!!

[stewy_18] 27/4/2015 14:23

I exited this morning. This looks a bit binary at the moment and those are the kind of investments I am trying to avoid.

Best of luck to all holders.

Best

Stuart

[battlebus2] 27/4/2015 13:38

All sells this morning and so far the price is steady, looks like the MM's are collecting stock :))

[patviera] 24/4/2015 23:27

Chris mills doesn't get it wrongWill we win a contract??If we do it's off to the races

[battlebus2] 24/4/2015 20:27

Thanks Stegrego, just myself Chris Mills and a few others left :))

[stegrego] 24/4/2015 20:10

Sold all mine into the strength the other day for a small profit. Looks like a drop in turnover is on the cards with 'years' to replace it. If the cleaning comes good then great, but otherwise. Plus the cash is now a fair bit less than when it was equivalent to the whole company at 16 / 17p.

My patience has ran out after a year or more here, but good luck to those that hang on for the news.

[battlebus2] 24/4/2015 10:57

Indeed, Chris Mills would also be looking at the cash pile. He's certainly turned fortunes around at Quarto Group by ousting the CEO and installing his own man at the helm, after a year or so we are now seeing the benefits.

[patviera] 24/4/2015 10:54

Agreed all about aerisIf doesn't take off we are 15p if it does then 1qdI like the risk rewardPlus Chris mills gets v little wrong!!A good bet for me(I would say that with a couple of million shares!!)

[battlebus2] 24/4/2015 10:31

Ok thanks Harrogate.

[harrogate] 24/4/2015 10:28

I understand that - what I am saying is that the broker forecasts don't include anything for that and having worked in brand authentication for 20 years and been an OPSEC shareholder for over 10 ( long suffering - look at the chart!) I believe growth will be glacial for them in this market - the inksure stuff was fairly old technology and I don't think they off very much in brand protection that is different and the use of phospers as taggants is almost a commodity - All about Aeris for me - Let's see as always

[battlebus2] 24/4/2015 10:21

Sorry Harrogate, i didn't explain my train of thought right on where their growth will come from ex the large contract and the Aeris...

Strategy

The Company's strategy for increasing revenue and earnings is based on:

-- Integrating new machine-readable technologies into public security features for banknotes, tax stamps and brand product packaging with a particular focus on Asia

-- Expanding our Secure Transactions Group contributions by providing higher value product upgrades to existing customers

-- Continuing to develop a smartphone-based physical authentication technology to allow consumers to authenticate branded products in real time using mobile phone platforms

-- Validating our products that result in significant savings for central banks with regards to note processing and replacement volumes and

-- Controlling operating costs while maintaining strong capabilities for delivery of products as well as development of technology

This strategy will allow the Company to further exploit its largely developed expertise and technology. In the same way that machine-readable features are added to holograms in our tax stamp and brand authentication products, we are attempting to introduce high-level, covert features into banknotes within existing public features such as inks, security threads and phosphours. By doing so, we hope to overcome the long cycle note redesign process. We believe we will be able to tap into the Asian market with this approach, in both the banknote and product authentication sides of the technology.

Prospects

The Company's prospects have continued to grow through the combination of the Company's organic banknote and product authentication development efforts and the Inksure acquisition, as well as our demonstration of a breakthrough technology for cleaning banknotes.

Particularly important avenues for revenue growth are:

-- Increased sales of taggants and readers to primarily Asian customers in the brand authentication sector

-- Smartphone based product authentication which is gaining customers in Asia

[harrogate] 24/4/2015 09:58

BB - I am afraid that is not right - the WHI revenue forecasts for 2015 and 2016 are $12.7m and $7.8m - that is how one off 2014 was. Value here is all about Aeris or a sale / corporate action in my view

[battlebus2] 24/4/2015 09:49

What about Inksure, phosphour and authentication which have returned to historic levels. It's not all about Aeris imv.

[stewy_18] 24/4/2015 09:33

It is all about cash conservation for me harrogate. If they can keep that cash pile while we wait for news, they will be ok. And if you take the cash pile off the market cap, even with 0.5 pence eps, it looks cheap. But I have to agree, the investment case is weighted towards Aeris being a success. No real visibility in other areas.