Spectra Systems Share Discussion Threads

[tilly99] 18/4/2017 19:03

I hope the pound doesn't appreciate much more My spectra dividend will be worth much less!!

[tilly99] 18/4/2017 08:25

Totally agreeI look 2 years out and try to forecast earnings and then I slap a pe onHere I put a 12 pe on itI get to 120p two years from now

[sonofbanjosinger] 18/4/2017 08:21

I would say being a growth share we should be valuing this on forward earnings rather than actually. Although we need more information on how fast earnings and turnover will grow. I don't know about Aeris ..it was a good idea...but prehaps this was holding the company back....

[tilly99] 17/4/2017 19:48

That's a mkt cap of 55m bucks and we are making 2m...justified?SonofDo you think aeris will be worth more than zero to us in the future?I have an 80p target with no new news

[sonofbanjosinger] 17/4/2017 18:13

I would say that this worth £1 now ...how many growth shares do you know ...that even at a pound will be offering a 4% yield?

[tilly99] 13/4/2017 07:59

I must say that I'm sad and worried at the same time Rainmaker was a huge contributor to this thread and woke us up to this sleeping giantNot only was he extremely shrewd but he was also a gentlemanHe hasn't posted here for months having said he was about to write a bookI really hope he is of good health and would love to hear from him again if Only to say hi so we know that he's well

[rafieh] 12/4/2017 13:43

Sold half of my holdings at 58p. Already kicking myself and would buy them back (+much more) if I ever see this below 60 P again. Doubt it though...

[tilly99] 12/4/2017 10:10

Trubrand just needs that one big contract and then we will be over 100p v quickly You know what it's like,companies much more interested in signing up once they see others doing the same thing!!

[sonofbanjosinger] 12/4/2017 09:59

Indeed..this is one reason l trebled up at between 50 and 60p...long and medium term looking good.

[tilly99] 12/4/2017 09:26

Dividend is totally relevant It's helped rerate usAnd has given me a 20pct dividend yield on my original investment!!

[fozzie] 12/4/2017 08:56

Dividend almost irrelevant given the rise in share price though nice to have. I have held from 18p and sold half at 36p after the initial spike up a few months ago. I have no intention of selling anymore and will just see where we go with this one.

[tilly99] 12/4/2017 08:48

V true,nice to have in the background that's valued at zeroTrubrand is the area which could make this a 10 bagger for usLet's hope the pound stays weak so our dividend is worth more to us!!

[sonofbanjosinger] 11/4/2017 22:42

I don't really know..it seems to be getting pushed to one side at the moment to focus on things that are making money ...which is a good thing.

[tilly99] 11/4/2017 21:05

I think with our divi larger funds will be looking at usJust hope we get some newsflow between now and the results SonofDo you think aeris will ever gain traction? Not that it matters?!

[sonofbanjosinger] 11/4/2017 19:14

As l said before, the 50 million market cap is the key number...this is when the larger insitutions start getting interested.

[sonofbanjosinger] 11/4/2017 19:11

Not got a price in mind ...just going to hold and see what happens .. truband is the key part for me...yes there are worries and questions that could be answered ...but we are not dealing with some fly by night chinese company......this is a trusted company used by many central banks around the world .. that in itself should put your mind a rest.

[tilly99] 11/4/2017 18:57

The easy part is buying ..I always find it hard to know when to sellThis is a one man band so should the company trade eventually on a pe of 20? Probably notHowever we have such potential maybe we will get a mkt cap of 100mIs aeris worth anything?Can Nabil drive this company forward all on his own?Why did we list overseas?These are all nagging questionsHowever trubrand in itself could be worth 10s of millions Sonof what are you looking for ?

[sonofbanjosinger] 11/4/2017 17:31

Tilly... if you are holding 7% ..then you will probably have a call from your broker one day, in a couple years time ...with an interested party for your shares...especially if they go beyond the 50 million market cap .....l remember the guys that held LOQ a few years back from 10p and then sold out between £1 and £2 ..all were pleased with their life changing sums ...but how much better to hold on and get the 1665p that they now sit at, as ASCO.

[tilly99] 11/4/2017 09:00

SonofI won't be trading and really want to hold for at least another two yearsJust feel we have risen v quickly and will now consolidate but obviously love to be wrong and 75p would be gruntling..lol

[sonofbanjosinger] 11/4/2017 08:57

Not so sure...l wont be trading this one ...in a few days it will go quiet again...not sure news will come quickly...but a rerating to the 70-80p range would be good for the time being.

[hastings] 11/4/2017 08:49

Going very well again this morning.

[tilly99] 11/4/2017 08:48

Great that was always my short term targetFurther gains will now depend on winning contracts which I fully expect but maybe weeks or monthsUnderpinned at lower level of 45 to 50p but to push on from here may require news?Agree sonof?

[sonofbanjosinger] 11/4/2017 08:43

There's your 60p ....Tilly.

[sonofbanjosinger] 11/4/2017 08:39

Depending on growth figures and with a the dividend in place ...also with guidance on how future dividends are going to paid ...should be better than 16.

[tilly99] 11/4/2017 08:11

Wow amazing in bushveld v well done I try to forecast where we will be in 2 years time and then apply a peThe growth here could be explosive Rainmaker always said this could be 10pds..I can't see that but definitely 3 figures is very achievable and why can't we get to a mkt cap of 90m gbp ..200p?!!That would be a 10 bagger!!I'm dreaming .....