Spectra Systems Share Discussion Threads

[harrogate] 22/9/2017 10:17

You keep saying that Herald have 1 million shares but didn't the RNS state that it was for discretionary clients - wouldn't this mean that they don't hold themselves in their fund?

[tilly99] 22/9/2017 10:12

We all knew that this ran up too hard and that 100p we were fully valued short termHowever how can herald invest 1m quid at 100p and not buy more at 85p??!!No wonder the clever ones don't leave these people any money to manage!!

[tilly99] 21/9/2017 19:18

How many did u buy sim?

[tilly99] 21/9/2017 15:24

I was offered a lump Odd herald not taking them

[simso] 21/9/2017 14:20

I have seen no news, and the volume shown is only fairly average 65k shares traded, some of which was me adding a few more.

[tilly99] 21/9/2017 13:53

Any news out?

[tilly99] 18/9/2017 13:28

Katie potts is one of the most highly regarded fund managers in the CityHer fund has gone up in value by 100s of millions and she has an uncanny knack for spotting 10 to 100 BAGGERSArm holdings was one of her favourites and we all know what happened to that!!It shouldn't be taken lightly that she bought £1,000,000 gbp of spectra at 100pI'm surprised no one is following her in

[tilly99] 14/9/2017 19:37

1m is just over 2pct so yes they must've been Notifiable beforehand Seller must also declare by Monday

[fft] 14/9/2017 19:29

The rns says discretionary clients. How did they get to 6.37% without having a notifiable holding before ? Unless the 2*1m were both buys by them. In which case there should be another rns to come from someone reducing their stake.

[tilly99] 14/9/2017 19:01

Haha so there it is Katie potts still there?We both had bsg and doubles our stakes there as advanced computers bought us outGood to see her buying Let's hope the seller doesn't sell any more..haha

[sonofbanjosinger] 14/9/2017 17:56

There you are a new large holder Herald Investment Trust."The Herald Investment Trust (HIT) seeks to achieve capital appreciation through investments in smaller quoted companies, in the areas of technology, communications and multi-media. Investments will be made throughout the world. The business activities of investee companies will include information technology, broadcasting, printing and publishing and the supply of components, equipment and services to these companies."

[tilly99] 14/9/2017 16:04

Should get a couple of interesting holdings in company coming out Unless the buyer was a maiden purchase

[tilly99] 14/9/2017 08:03

Why would a large holder here sell out ?1/ cos the shares have gone up fivefold it may now be a v large percentage of that funds value or should I say disproportionate 2/anyone buying at 22p when we were just above cash would have had no risk..now the risk is substantially higher 3/at 22p we were a value share..we were obviously massively undervalued ..at 100p we are now a growth share or even a yield play so we will be more attractive to dividend players..Interested to see who bought the 1m yday

[tilly99] 13/9/2017 17:43

Hi simsoIs that's your forecast then why is Nabil guiding down to beat? No one will trust his conservative forecasts going forward A pe of 11 is too low for this growth stock but our rating will be lower as its illiquid,it's a one man band and it's based in US Good to see a buyer has taken 1mFor me it's all about trubrand ,without this I would sell my entire holding It's this area which could rerate is and for that reason "I'm in"

[tilly99] 13/9/2017 17:38

Not a transfer PJA buyer and seller I believe

[pj 1] 13/9/2017 17:14

Transfer of shares?

[simso] 13/9/2017 17:00

My simple view of the numbers is as follows: Firstly, PBTA is the best measure, as the Amortisation of Goodwill is an irrelevant, not cash charge. Having delivered $2.8m PBTA in the traditionally weaker first half, but accepting this year's H1 does benefit from Phosphor sales to a large Bank which may not repeat in H2 (say $1.9m sales and c$1.4m profit) , then I would expect FY PBTA in the range $4.0m to $5.0m. A mid point of $4.5m equates to £3.5m in sterling. Current Market Cap of £46m and an EV of £39m if you adjust for cash on Balance Sheet, which equates to only 11 times my estimate of £3.5m earnings. That seems a cheap rating to me given the growth and potential, and arguably factors in little or nothing to the current price for the potential of TruBrand. I am not a seller at these levels, more of a "buy on any weakness".

[tilly99] 13/9/2017 16:35

Over 2pct of the company sold at 100p!! Wonder whose selling??!!!

[tilly99] 13/9/2017 11:54

Totally agree RMUpside here is huge stillMany thanksTilly

[tilly99] 10/9/2017 00:00

Yes fairly valued unless trubrand come in trumps

[pj 1] 09/9/2017 21:30

Tilly99
9 Sep '17 - 19:10 - 1438 of 1438    0   0
Thanks Simso
I like companies that under promise but that forecast does seem too low
Not sure what the catalyst now to push us further ahead in the short term but if we "significantly beat" 120p we should be
Then if trubrand wins Chinese contract we could hit 200p
Fingers crossed!==============================================================================================
Is it just me, but I cannot make head nor tail of this? You were stating it was on a too high P/E before and it was at best fairly valued?

[tilly99] 09/9/2017 19:10

Thanks SimsoI like companies that under promise but that forecast does seem too lowNot sure what the catalyst now to push us further ahead in the short term but if we "significantly beat" 120p we should be Then if trubrand wins Chinese contract we could hit 200pFingers crossed!!

[simso] 09/9/2017 15:31

I dont think there is an actual note Tilly. I just saw a paragraph from WHI saying full year forecast of $2.8m PBT, and $2.9m for next year. Looks ultra, ultra conservative to be, requiring only $0.4m for H2 after $2.4m already delivered in H1. Even accepting that one-off Phosphour sale benefit they referred to, I still not believe the new forecast, and expect a "significantly ahead" statement in due course.

[tilly99] 09/9/2017 11:58

Anyone seen any recent broker notes?