Spectra Systems Share Discussion Threads

[patviera] 03/11/2015 09:47

Shocked at CEO remunerationNot one contract for aeris yet he earns 650k bucksEquivalent to a ftse 100 company yet we are a tiny aim company

[patviera] 12/9/2015 19:18

Buyer in spsy has broken stock exchange rules and not announced his holdingAs bought over 3pct

[patviera] 08/9/2015 16:19

Was only jokingJust a lack of interest here

[rainmaker] 08/9/2015 13:07

Pat, I've every interest and no intention of selling.The interims make interesting reading.

regard

[patviera] 03/9/2015 19:00

Wow no one interested here!!Were the dogs and stmnt that bad?

[patviera] 01/9/2015 10:38

View rm on figs?

[harrogate] 14/8/2015 08:26

I think it might be the only satisfactory for the year statement - the forecast isn't that great for 2015 so maybe we needed more than that which is in line at best in PR speak.

[dangersimpson2] 14/8/2015 08:26

Can't see any trades so prob just MM interpretation of the RNS. Should make it a buying opp. for those looking to add to their position.

[fft] 14/8/2015 08:15

Certainly not a negative. Solid income going forward. Curious. Was the market expecting more ?

[stegrego] 14/8/2015 08:07

It's marked down 5% but I thought today's announcement was positive, despite minimums being less than previous spend, as that income is guaranteed and at higher prices.

[patviera] 18/7/2015 08:55

Must say I thought we would have win a contract for aeris by now

[protean] 06/7/2015 14:02

The note concludes:

"We have yet to publish 2017 estimates, but we believe that the annualised benefit to EBIT will be significant.

Combined with the cash NAV of 18p, we derive our conservative SOTP value of 43p. With the shares well backed by a cash-strong balance sheet, we retain our Buy recommendation, and raise our target price increasing in line with our SOTP to 43p"

[patviera] 06/7/2015 13:57

Cant open what does it say?

[rainmaker] 05/7/2015 14:15

Definitely,Pat, as I said before, a few more contracts like the one announced last week and IMHO we'll be there.I still confidently expect the share price to go to several pounds because as the CEO tells everyone, Spectra have a annual US1bln a year market all to themselves-they have no competition and their market cap is what, £14mln. Its high time most Investors started thinking for themselves.

AIMHO, DYOR

regards

[patviera] 03/7/2015 15:18

Hi rmIve been buying cos looks like worsley wont stop at 10pctTheir first holding so they must be confident You still think we could get to 100p?

[patviera] 03/7/2015 10:28

Davidosh I'm a buyer at 24.25 of only 200Any interest?

[patviera] 03/7/2015 10:03

Worsley paying up from 18pGot to be bullish!!Paid 23pSeen that rm?

[glasshalfull] 03/7/2015 00:39

Very magnanimous of you Rainmaker.
I wish you good fortune with your investments.

Kind regards,
GHF

[rainmaker] 02/7/2015 23:42

GHF, I apologise unreservedly.

regards

[battlebus2] 02/7/2015 19:21

It's also harder for management to disappoint share holders by painting a false picture if they are in regular contact imv.

[glasshalfull] 02/7/2015 19:17

Rainmaker 2 Jul'15 - 17:00 - 732 of 732

I almost never ever speak to management because I want to look at situation through cold, hard facts and figures.If you have questions for them, you can almost always find out the answers if you do enough research which is good discipline because often in the process you discover other valuable information. I also think speaking to management often smacks of laziness.There are not going to tell you more than is already in the public domain.It's almost like Investors looking for shortcuts.

- Quite a statement Rainmaker. Sorry to say that I disagree entirely with your sentiments.

Like yourself I'm a long term investor rather than trader, probably more suited to ZULU type opportunities although involved in a number of value situations. While I acknowledge that many investors don't wish to engage with management, I have found approaching management compliments my own research by achieving a better understanding of the business or developments therein. You've travelled through these boards for many years and will know of the sterling work by davidosh and ShareSoc in attempting to open up the channels for PI's to gain access to management by arranging regular events and encouraging investors along to AGMs.

So please let's agree to disagree on management engagement. If your own process works then great, but don't attribute speaking with management with being a lazy investor. I can confirm that's certainly not the case.


Kind regards,
GHF

[patviera] 02/7/2015 18:24

I find it useful to understand the business betterI usually call up after figs when they aren't in a closed period Very happy with my synabor I bought at 5pRainmakerThe problem I have is I sell far too early with my winnersIf aeris is a flop what's the upside here? 10p?