Star Energy Share Discussion Threads

[hedgehog 100] 07/8/2021 15:03

As Riddler has also noted, STAR is also involved directly in electric bikes and vehicles, via Zero Motorbikes and NASDAQ-listed Polaris.

200-bagger Tesla (TSLA) illustrates the huge potential of this sector.

" ... Tim Levin Feb 7, 2021, 1:16 PM

Love it or hate it, there's no denying that Tesla's stock is on a roll.

Since the company went public in 2010, its shares have ballooned more than 20,000%, comfortably outpacing the market as a whole, consistently obliterating Wall Street's expectations, and turning early investors into millionaires.

To say that pace of growth is out of the ordinary would be an understatement.

In the last year alone, Tesla's share price has rocketed upward more than 700%, delighting Tesla's investors and loyal fans, while leaving many seasoned Wall Street analysts scratching their heads. Short sellers lost $38 billion over the course of Tesla's monumental 2020 rally. ...

Tesla also benefits from a general euphoria around EV stocks, as tightening emissions regulations around the world paint an increasingly clear picture of a future auto industry dominated by zero and low-emission vehicles. It has continued to cement its position as the dominant force in an EV market that's poised to grow considerably in the near future. ..."



Tesla (TSLA):

[hedgehog 100] 07/8/2021 13:50

STAR is involved directly in agritech (crop and soil management, water saving devices), one of the world's most pressing and high demand sectors, as Riddler has noted.

"The UN Food and Agriculture Organisation (FAO) estimates that farmers will have to produce 70% more food by 2050 to meet the needs of the world's expected 9-billion-strong population. That amounts to 1bn tonnes more wheat, rice and other cereals and 200m more tonnes of beef and other livestock.
But as it is, most available farmland is already being farmed, and in ways that decrease its productivity through practices that lead to soil erosion and wasting of water."


Agronomics (ANIC) illustrates the very attractive current investment climate for sustainable food production: the company has more than 4-bagged since the start of October, from just 5p, to its current share price of 22.35p, market capitalisation: £179.91 million.

Agronomics (ANIC):

[hedgehog 100] 04/8/2021 20:35

Stig,

You're the moron. And everyone knows it - including you.

[davethechef] 03/8/2021 22:03

Shocking news coming out this evening from offshore UAE , a tanker hijacked by suspected Iranian forces.
DHL do they transport freight across the Middle East as the above shocking news has to add urgency, need for Lokies security, location technology if tensions excelate

[hedgehog 100] 03/8/2021 13:19

15/10/2020 08:05 UK Regulatory (RNS & others) Starcom PLC Trading Update LSE:STAR Starcom Plc

"... Zero Motorcycles ("Zero")

Zero, the American electric motorcycle company, has recently announced a groundbreaking joint venture with Polaris Inc. This is a ten-year exclusive partnership to develop electric off-road vehicles and snowmobiles and it is anticipated that the first of several electric vehicles will debut by the end of 2021. Polaris (NYSE: PII) is listed on the New York Stock Exchange with revenues of more than $6.7 billion and serves more than 100 countries across the globe. Based on its announcements as a public company, its long-term goal is to establish itself as the powersports electric vehicle leader by 2025.

Starcom, as a provider of monitoring and tracking technology to Zero, has a potential opportunity to also supply this technology to the Polaris-Zero joint venture over the coming years. Starcom and Zero have already initiated negotiations about this exciting development, although it is impossible at this stage to indicate if this opportunity will come to fruition and the timing of such.

CropX

CropX continues to place further orders with Starcom, is expanding through acquisitions and has been successful in raising new [equity] funding despite the impact of COVID-19. In September, CropX announced the acquisition of REGEN, a company in New Zealand that provides cloud-based, precision effluent and irrigation decision support tools. REGEN delivers more than 200,000 client recommendations annually based on its soil data and decision support platform, and the acquisition adds 130,000 acres to the CropX platform that is supported by Starcom's product. This expansion at CropX is expected to have positive impact on CropX's demand from Starcom.

Even in times like these, as new orders are difficult to secure, Starcom's recurring and high margin SaaS revenues of approximately $170,000 per month continue to be collected and provide a solid foundation underpinning the overall revenues. We are pleased to see that most active clients remain subscribed to the service. This enables us to keep our research and development effort at its pre-COVID-19 level. We are confident that by maintaining our technological advantage, in parallel to maintaining the customer relationships, we will be able to come out of the crisis ready to exploit the many opportunities that will present themselves."




Polaris (PII):

[hedgehog 100] 03/8/2021 12:34

25/03/2021 07:00 UK Regulatory (RNS & others) Starcom PLC Final Results LSE:STAR Starcom Plc
" .. SaaS
It is encouraging to see that, even in such a challenging year, the Company could still rely on its strong and loyal customer base to generate $2.2 million of SaaS revenues (2019: $2m), an increase of approximately 9% compared to the previous year. ..."



STAR's substantial SAAS (software as a service) income means that a significant part of its revenue is quite recurring in nature.

"Recurring Revenue
By DANIEL LIBERTO Reviewed by DAVID KINDNESS
Updated Nov 29, 2020

What is Recurring Revenue?
Recurring revenue is the portion of a company's revenue that is expected to continue in the future. Unlike one-off sales, these revenues are predictable, stable and can be counted on to occur at regular intervals going forward with a relatively high degree of certainty. ...

Many market pundits consider recurring revenue to be a highly desirable quality. They make a company more stable and predictable, both operationally and financially, lowering the risk that business will take a drastic turn from one month to the next.

That stability usually comes at a cost. Investors are regularly willing to pay more for the earnings generated by companies with recurring revenues because their forecasts are deemed more reliable. ... "



Recurring revenues are also cheaper to generate after the first year, because the initial sales cost doesn't have to be repeated.

But their most important trait is that they largely keep on coming in, year after year.

So unlike one-off sales, which need to be matched annually just to stand still, recurring revenues create a base - and staircase - for revenues to grow upon year after year.

[hedgehog 100] 02/8/2021 18:17

BIG's revenue for the year end 31.2.20: £29,591,000





BIG's market cap. at 350p is now over a billion pounds, and it is valued at about 34 times last year's revenue.

[hedgehog 100] 02/8/2021 18:03

There was another significant related new issue a few days ago: on 28th. July Big Technologies (BIG) IPOed at 200p, market cap. £577M.

28/07/2021 19:19 Alliance News IN BRIEF: Big Technologies shares surge nearly 50% on AIM debut LSE:BIG Big Technologies Plc
28/07/2021 07:00 UK Regulatory (RNS & others) Big Technologies PLC Admission to AIM and first day of dealings LSE:BIG Big Technologies Plc

"Big Technologies plc, the UK-based, remote people monitoring technology company, is pleased to announce that admission of its entire issued and to be issued share capital, which together comprise an aggregate 288,475,082 ordinary shares of 1 pence each ("Ordinary Shares"), to trading on the AIM market of the London Stock Exchange will take place and dealings will commence at 8.00am today under the ticker "BIG" and ISIN number GB00BN2TR932.

At the placing price of 200 pence per share (the "Placing Price"), the Company raised gross proceeds in excess of GBP200 million. At the Placing Price, the Company's market capitalisation on Admission is approximately GBP577 million. ..."




BIG is currently 350p, so the shares are already 75% up in under a week!

Clearly remote monitoring is a red hot area at the moment, being more important than ever in light of the COVID-19 pandemic.

And STAR are right in the thick of it.

[hedgehog 100] 02/8/2021 17:53

From STAR's Aquis Exchange Page -

Latest Trades
Date & Time Volume Price
02.08.21 | 16:28:36 375000 0.84

[davethechef] 02/8/2021 17:21

Looks like someone was keen on purchasing a million there. A 625k at 4.25pm followed coincidencely by a 375k, put through on the other exchange at 4.28pm.

[davethechef] 28/7/2021 20:02

I would expect our minuscule market capt vs huge DHL taking on our product, would double or triple Starcom, in pretty short order, once enough P.I's have 'cottoned-on' to the significance of our tiddler's award- winning Lockies 'padlock' sought by DHL.
And that's just one of our products!

[hedgehog 100] 28/7/2021 16:03

The Microlise (SAAS) float looks positive for STAR in multiple ways:
• Illustration of business success, and green credentials.
• Healthy investor support and rating.
• Potential acquirer of STAR.

The float certainly highlights how undervalued STAR is in comparison.

And I'm not aware of a more appropriate acquisition target for SAAS listed in the UK.

At it's current share price of just 0.825p, market capitalisation £3.01 million, STAR looks a perfect bolt-on target for SAAS ... though they would surely have to pay a hefty premium.
E.g double the current share price or more.

[hedgehog 100] 28/7/2021 15:37

There was a significant related new issue last week: on 22nd. July Microlise (SAAS) IPOed at 135p, market cap. £156.5M.

The company provides transport management software that helps companies more efficiently manage their commercial vehicle fleets.

Microlise Admission Document
19 July 2021



Extract from page 16:

"The Group is seeking Admission in order to raise £18.6 million (before expenses) through the issue of the New Shares at the Placing Price. The net proceeds of the New Placing will be used to invest in growth initiatives including bolt on acquisitions."

Extract from page 24:

"Selective bolt on acquisitions
Microlise is considering selective and accretive acquisition opportunities that will accelerate the Group’s growth strategy. Acquisitions may include technology bolt ons to widen the Group’s platform offering and grow recurring revenue opportunities and/or acquisitions in new geographies which would add customers of strategic value."

[davethechef] 28/7/2021 08:40

I took the 240k on opening bell(but only one x 240k- not sure why two shown!?!)
Holding a fair few now.
Feel we should be higher, especially since considering we are awaiting outcomes of trials on the award-winning Lokies, with huge DHL & our other ' products' ticking over

[davethechef] 22/7/2021 20:11

Looking at the share price chart & considering probable updates next month, including results & maybe even positive news on how the DHL trials are being received; we should recover back to 1p+

Should we really be at just £3mill mkt capt!

[gb904150] 16/7/2021 14:04

STAR strikes me as a company with enormous technological capability but with a distinct lack of commercial focus or acumen.

The quality of their products, R+D levels and innovation away from the original Tetis suite appears excellent but they never get any traction.

Their RNS's obfuscate with claims of deals that could produce X'000 unit sales over the contract period but with no firm commmitment and the sales never seem to materialize.

They are always at the mercy of market forces. Problems with supply chains, costs, covid - whatever it might be.

That said it's strange. The STAR team are heavily invested in this and it's mostly their own time and money they are wasting.

[davethechef] 14/7/2021 09:37

A few 500k (+) buys this morning, here & other exchange.
Hopefully we've seen the bottom & I can see a return to increased buying from now.
A comprehensive update, news on progress in all areas & this should really motor northwards.
Then this could be one of those multi- baggers everyone wants to invest in. This I can see on this tiddler & miniscule market capt!

[nick2412] 12/7/2021 10:16

Surprising lack of interest in this stock. It seems to have been stuck in a lowly 3m to 4m m/cap range for so long despite being technically innovative on such a low budget and linking with some impressive partners. The DHL award for Lokies and intended trials relating to the product could be transformational.

With SAAS income increasing year on year, then eventually STAR should move into profitability. Some of the management were responsible for building up Pilot Media and selling it for a more than decent price. I've seen many lesser companies on ten times the m/cap of STAR and the low valuation probably relates to:- keeping a low profile, being an Israeli company and the duration STAR have been on the cusp of profitability and awaiting transformational deals but never quite getting over the line with inconvenient things like pandemics getting in the way.

With some of the management building up Pilat Media and then selling it for just over $100m I think STAR will eventually attain a much higher valuation once there are clear signs they are moving to profitability and winning deals with the likes of DHL.

I expect selling the Company on is the ultimate management goal. It's a patient hold for me and decent risk/reward with income from Zero and CropX as well as Lokies likely to rise.

[nig1954] 23/6/2021 23:56

Also, very good news today from the BOD who have again demonstrated the lengths they are prepared to go to in providing financial support for their Company. Unlike many AIM companies with Directors on large salary and benefits packages, they are prepared to defer taking a salary for a further 12 months in lieu of share options which can be exercised at the recent closing price.
Yet again they've avoided diluting the holdings of their Shareholders and have firmly aligned their interests alongside those of their patient long term holders. The BOD are demonstrating they have faith in the future of this company and anticipate earning their rewards through growing the company and extracting their return when they eventually dispose of their shares..
This resonates with their actions in Pilot Media, a company they previously grew and sold for over $100 Million. This helps to reaffirm my belief that they have similar intentions here and that they're not prepared to consider any offers until they've managed to grow the business to a level at which it becomes attractive to predators and they'll eventually relinquish control when they can dispose of their shares at a healthy premium to it's quoted share price.
All the main BOD are in their late 50's so this is likely to be their final business venture before they head off into retirement and they'd prefer to leave on a swansong .
I'm expecting a big improvement in Turnover, profit margin and profitability over the next couple of years. This should also become reflected in cashflows as the company becomes self sufficient and capable of financing its working capital requirements and it's future growth prospects. Eventually, we'll receive an RNS informing us of some lucrative contracts that have been awarded.
The company has an excellent suite of highly rated hi-tech products that complement each other and winning the recent DHL award indicates that many knowledgeable people within the Logistics industry concur. The RNS we are awaiting could come from one of several directions as the company is beginning to amass a group of successful customers who will help to deliver it's future growth

[nig1954] 19/6/2021 16:21

We must also factor into this the recent takeover of Panalpina by DSV, who are an iTrackIndia customer. That results in the creation of the 2nd largest airfreight provider in the world - DHL currently leads that pack. Furthermore, on 27th April DSV agreed to acquire Kuwait's Agility Public Housing for $4 Billion making it the world's 3rd largest freight forwarding company. Only DHL and Kuehne and Nagel are larger.
Finally, word on the street is that DSV are in talks with D B Schenker(the world's 4th largest freight forwarder) to acquire it for somewhere in the region of $8-10 Billion.This deal won't take place until 2022,at the earliest.
If this deals goes ahead it will place DSV on a par with DHL or could even take over No.1 spot. Now that's a mouth watering prospect especially if we happened to have a foothold in both camps