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Share Name Share Symbol Market Type Share ISIN Share Description
Starcom Plc LSE:STAR London Ordinary Share JE00B8WSDY21 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 0.80 0.75 0.85 0.80 0.80 0.80 875,000 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 5.0 -2.0 -0.6 - 3

Starcom Share Discussion Threads

Showing 4051 to 4074 of 4200 messages
Chat Pages: 168  167  166  165  164  163  162  161  160  159  158  157  Older
DateSubjectAuthorDiscuss
17/2/2020
17:58
Here is Allenbys recent note a few weeks ago "Revenue increased 14% to $6.8m (ACLe: $6.7m) and there is expected to have been a $0.3m positive swing in adj. EBITDA to $0.3m
riddlerone
17/2/2020
17:51
I would not have expected it last year probably close to break even but as for H1 2020 cannot see any reason why not as all the recent updates have all pointed that way.They will I think need some form of cash injection to strengthen the balance sheet and give them the capital to expand unhindered.If that is the case How they do it will set the tone for the rest of the year.
riddlerone
17/2/2020
17:36
Bought a few of these last week - are the results expected to show they've gone cash flow positive? Noticed cash was quite tight from the last set of numbers.
dplewis1
14/2/2020
07:13
Nice input Techandy,3 posts in 3 years and all informative
riddlerone
13/2/2020
21:03
The company have been extra busy on twitter......placing coming?
techandy
12/2/2020
16:11
Star share price going well I see :)
techandy
09/2/2020
14:35
So results out early March not long to go.As the directors are now in a closed period I wonder if they will further invest in their business by buying shares again on the open market after reporting.They also have their options from their pay cut which vests in April at 1.25P another good way to fund the business and give confidence to the market
riddlerone
09/2/2020
14:14
One big question for me is how little Bosch has seemed to sell the TDL140 and how much they must have invested in obtaining approval from airlines promoting and testing the Kylos Air.Interestingly enough is that Bosch actually invested in CropX back in 2016 before Starcom were involved with them.This article rightly so assumes they came on board to provide sensors Https://techcrunch.com/2016/04/12/bosch-flextronics-back-cropx-to-help-farmers-feed-the-world-efficiently/ Funnily enough then Starcom tie up with CropX in 2017 then a few months later with Bosch both using Kylos Air!! As CropX grows if ever there were a case for Bosch to invest in Starcom or even buy them out then there it is in black and white IMHO
riddlerone
06/2/2020
18:55
New Cubemonk containers ready to go Https://www.facebook.com/cubemonk/photos/a.1257734647702744/1635240919952113/?type=3&theater
riddlerone
05/2/2020
21:19
Thanks for posting that brokers note, clearly shows the upward trajectory that looks on the cards given recent developments , and debt looks to be well under control if the note is to be believed. I am also equally disappointed at the market reaction but I am also quite optimistic that we will get some positive "ahead expectations" trading updates in the not too distant future... fingers crossed!
rogerrail
05/2/2020
19:52
Nice Broker note today Http://www.allenbycapital.com/research_919_1277718728.pdf
riddlerone
04/2/2020
18:57
Would not be surprised to see further Lokies contract news either before or with the results in a month from now.The Russian volume order opens the door to get the production costs down and be able to offer the product at a competitive price.This was highlighted as an aim at the AGM. Disappointed to say the least at the market reaction to the Update but not here to trade this.As with Pilat Media I think the BOD's end game is to sell the business once its large enough to command a decent price
riddlerone
03/2/2020
17:34
And I think that 14% is conservative for 2020
riddlerone
03/2/2020
17:33
So going back to the SaaS revenues if we assume they increased by 14% YoY then 2019 will be $2.28M.If the same increase happened for 2020 then we would have $2.6M Saas revenue.Add to that $2M for Russia Alone sale of Lokies predicted plus $400K for the Ukraine Helios customer then we seem to have $5M before we really start to get into CropX, Wimc, Cubemonk,Rest of World Lokies and Zero !!!
riddlerone
03/2/2020
16:59
Thats a good sign. Also ebitda tripled from £75k in H1 to £225k in H2 so pressure on cashflow should be receding fast?
rogerrail
03/2/2020
14:25
Just the fact that the usual suspects on Twitter are not pumping the life out of it tells me there probably isn't a placing in the offing.
riddlerone
03/2/2020
13:11
Agree with your sentiments,this looked a great update to me.The Main reason that I see is that there is no institutional investment here so when a placing occurs (which has been frequent in the past) it goes to PI's and traders so we then get a Pump & Dump situation.People are expecting a placing still that's a big part of it i'm sure.
riddlerone
03/2/2020
10:55
Somewhat muted response to RNS so far. 14% increase in revenue and switch from negative to firmly positive ebitda. Wonder whether this is because company is still v much under radar or whether its because its Israeli and investors lack of trust of management. IMO future direction only looks one way given product offering and markets they are in, and thats upwards. For a tech company with positive ebitda and clear growth trajectory to be trading at less than 1 price to sales is pretty surprising if not hard to believe.
rogerrail
03/2/2020
07:28
thanks for the info, This morning's RNS looks very bright.
rogerrail
02/2/2020
13:59
The problem is we don't know what sort of discount was given to Zero,CropX and WIMC . Here's a reseller just to give you and idea on retail prices as for the Hybrid Helios unit used in the Zero no clues sorry. Https://www.satphonestore.com/starcom-kylos-air-global-gps-air-cargo-tracking-system.html
riddlerone
02/2/2020
13:13
SAAS is indeed the banker here with gross margin in excess of 85%. SaaS revenue in 2018 was $2m so $5/month equates to the median units in service around the 35K mark.Is there any info on what unit sales would equate to circa $4m hardware revenue ?
rogerrail
31/1/2020
12:56
Lets hope so & maybe there are similar aquisitions for Cropx in the pipeline.
rogerrail
31/1/2020
08:57
Thanks Roger,The opportunity seems huge for CropX and their No win No fee approach must be very attractive to farmers.The Cropmetrics buyout was a shrewd move giving them access to partners/Dealers and credibility within their regional market.Hard to gauge how much this is going to give to Starcom in revenue this year but with ICL financially backing CropX their rollout could be significant.
riddlerone
30/1/2020
22:27
thanks Riddler, keep it coming.agtech set to become a hot sector.
rogerrail
Chat Pages: 168  167  166  165  164  163  162  161  160  159  158  157  Older
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