Stilo Share Discussion Threads

[clocktower] 14/7/2015 12:05

Hopefully! :-)

[mudbath] 14/7/2015 12:01

Maybe so clocktower,yet one day soon the "eyes of the blind shall see out of obscurity."(King James Bible)

[clocktower] 14/7/2015 11:32

The blind leading the blind mud. :-)

[mudbath] 14/7/2015 11:27

clocktower.
You know that I am blinkered.
Accordingly,I treat Stilo as a panacea for any negativity.
The STL chart does not(imo) suggest any hold back,more a latent capacity to move higher(and higher).
News flow from the Company over coming months(IBM pilot-AuthorBridge release-Record profitability- Surging revenues- Increasing dividends-Migrate order pipeline-Omnimark contracts-Institutional involvement-Additional disruptive technologies-Cash generation etc)could well stimulate a wider interest.
Relax then,and enjoy the current tranquility !

[clocktower] 13/7/2015 14:30

Well this time the share price has stayed up for a change. Have BD stopped selling or is drip selling holding it back mud?

[mudbath] 08/7/2015 22:25

Extracted from the STL 2014 accounts :-

"If the US$ had strengthened by 10% against the Canadian $, post-tax profit would have been £31,000 higher ..".

The US $ continues to strengthen against the C$ today equating to 1.27 Canadian Dollars compared to the average exchange rate through 2014 of 1.104.


Any impending currency influenced profit increases will be additionally leveraged as revenues rise.



No wonder the share price is edging upwards toward a multi year high,for Stilo International is a company poised to deliver sustained and impressive growth.

[firth] 14/6/2015 16:39

On a nip picking point,newspapers have not been used in F and C shops for years. At least not in Yorkshire.
On a serious note its good to see the demand for the shares in the last 7 days.

[mudbath] 13/6/2015 09:35

It is possibly that the Jan 2015 T/U "profits warning" spooked BD into selling mode,for there was much "banter" between Brabbs and the BOD which quite got under LB's skin;so despite plenty of professional "chumminess",there was no meeting of minds between the two.It went so far as for Brabbs to say that BD would vote against any 2016 resolutions unless ...
For this reason,BD might not have been sellers(to the instis) in size during 2014.

Other investors,apart from Ashman, are busy countering the current selling pressure and although the share price is only inching upwards,the pace could well increase significantly over the weeks ahead.We are,after all,not that far away from the next interim results.

In 12 months time baa,your "chip paper" will be safely pasted into my,"Stilo,Micro Cap to Global Powerhouse",album.(Part One).

[baa] 12/6/2015 16:39

another 980K shifted at 3p - BD don't seem to care what price they get..

[baa] 12/6/2015 11:04

& if there were institutions wanting to buy at a discount , they could seemingly go to BD/or could have done so months ago. something doesn't add up

best leave the company to trade and let the supply/demand issue work its way through. hopefully all chip paper news in 12 months time

[bakunin] 12/6/2015 10:57

mud
Being a banker, I thought you might know how to get to the bottom of the BD holding. The ISA one is obvious. The NOM one would suggest nominees. I presume the GROSS one, although stated as indirect, is still probably discretionary, and that is still 15%. DA only needs another 11% before he is required to make an offer for the company. That 15% is going to be a massive chain holding the share price back if they were so desperate to offload at/below the quoted bid price despite the contract news and despite the eagerness of a director to buy.

[mudbath] 12/6/2015 09:29

We shall see in due course Bakunin.
As regards Institutional investors,LB commented on the fact that Stilo as yet had none.It seems that STL had been approached over recent months.The institutions however wanted to acquire any holding at a discount,which the BOD were not prepared to entertain.
Bean counter or not,David Ashman strikes me as canny and likeable .

[bakunin] 12/6/2015 08:31

LOOP (until the company reports its results)
IF (all of BD's remaining holding is definitely indirect
AND DA has merely mopped up BD's unwanted discretionary position, rather than aiming at an eventual MBO
AND DA fully understands the business prospects/technology (he is a bean-counter after all))
THEN any positive news or tipster will have a dramatic effect on the share price at the current juncture because there are only PIs left having to transact through the market
END LOOP

How about that for an algorithm?

[mudbath] 11/6/2015 20:36

Each to his/her own clocktower.
I see neither puppeteers nor card holders;yet I do envisage plenty of rapid movement(upwards)in the share price
Interesting that you also have a son with similar technical orientation to mine.
Its the way of the world,I suppose.
BTW,my understanding of STL software is practically zero;yet I remain comfortable with my investment,despite such ignorance.

A break out of the share price looks to be a shoe in.
Maybe even as soon as tomorrow.

[clocktower] 11/6/2015 18:39

Thank you for all that knowledge Bakunin but while I have enjoyed the conversation with mud about the technical brains of Britian (one of whom is one of my sons also), whom I am sure understands every word you write as does mud I expect. However,does it all come down to trust or luck if one is to invest(a decent sum as I expect mud has done) and hold for the good times or bad in a stock like this.

Yes the day has been good and fruitful mud but financially not here, as I do not see any rapid movement while BD hold so many cards and can play them like a puppeteer.

[bakunin] 11/6/2015 17:55

mud
Yes, I forgot to put programmatic asset trading on the list (see Flash Boys), also mainly the domain of PhD mathematicians/physicists.
If you are tweaking algorithms in that arena, then you will have absolutely no problem understanding Omnimark.
In fact, the IT guys do not even understand the first thing about algorithms for baskets of non-vanilla derivatives etc. I should know because I did a stint at Paribas. A handful of triple PhD mathematician/.../... chaps spew them out and the IT guys just try to code them up. It is definitely not possible to understand a lot of them, let alone tweak them.

[mudbath] 11/6/2015 17:44

Bakunin,you may be partly correct,yet I can assure you that at the MAN Group,Algorithm tweaking is a 24/7 engagement.

[mudbath] 11/6/2015 17:39

Hello clocktower.No doubt you have enjoyed this glorious June day !
The "dynamics" being a massive potential expansion in STL's software capabilities allied to a much wider range of markets being addressed,all for our benefit.
It is always hard to convey the "buzz",yet mark my words it was there,in the air,in no trumps.

[clocktower] 11/6/2015 16:52

"where the dynamics could change out of all recognition" Which way, and for who? :-)

[mudbath] 11/6/2015 16:40

I never professed to know the make up of BD's holdings.
Does your latest post help define them Bakunin?
It was Graham Brabbs to whom I was next seated.
As previously mentioned he did not seem "tuned in" to the significance of Stilo's prospects as they were outlined by LB at the AGM.
As each past year has unfolded,I have never felt the slightest concern over STL's direction or pace of accomplishment,for the CEO has been very clear(and subsequently proven correct) as to how he saw matters steadily evolving for our company.
It was for this reason that the 2015 AGM was,for me,so stimulating,as for the first time Les Burnham foreshadowed 2015/6 as being not only periods of dramatic progress,but also ones where the dynamics could change out of all recognition.
I believe that the market in Stilo shares is unusual,for the company is very little understood.In my family I can boast a son being computer analyst and one who tweaks algorithms,yet cannot grasp the workings of Omnimark.
I remain happy in my laymans knowledge as supplemented recently by Mikhail.

[bakunin] 11/6/2015 13:05

mud Are all of these remaining BD holdings truly INDIRECT? ie is it true that BD no longer has a "finger in the pie", because that is a criterion that I would use to define an institutional holding? If so, then it would assuage me significantly to know that the directors more or less have to go to the market from now onwards in order to increase their holdings any further, barring placings etc In which case, you/we now have the very important job of keeping any PIs wishing to sell out informed about what is happening at the company, as IF there really are improved business prospects the share price ought to be primed like a coiled spring. Still strange that BD were so desperate to get out of their discretionary holding despite the recent good news and a director very keen to mop up their shares.




9. Chain of controlled undertakings through which the voting rights and/or the
financial instruments are effectively held, if applicable: xxi








Indirect - Brewin Nominees Limited  A/c NOM


6,722,125


6.1217


%


















Indirect - Brewin Nominees Limited A/c ISA


101,500


0.0924


%


















Indirect - Brewin Nominees Limited  A/c GROSS


16,144,000


14.7020


%


















GRAND TOTAL


22,967,625


20.9161


%














Proxy Voting:




10. Name of the proxy holder:







11. Number of voting rights proxy holder will cease to hold:







12. Date on which proxy holder will cease to hold voting rights:













13. Additional information:


Figures based on shares in issue of 109,808,470
The indirect voting rights under (9) relate to shares held in client portfolios, managed by those firms, under discretionary investment management agreements.  





14. Contact name:


Graham Brabbs




15. Contact telephone number:


0191 230 7190

[firth] 11/6/2015 12:47

Clocktower
The Winning Post to me is the market agreeing with us re the potential
of the company.
IE a fair valuation.

[firth] 11/6/2015 12:39

Clocktower
Nobody is that good. Two things about Mudbath.
1 He puts his "cash "" down with his opinion. Plenty of people have views,but will not back them with their "hard earned"
2 He puts hours of research in to the company before expressing an opinion to the outside world.