Stilo Share Discussion Threads

[michaelmouse] 20/6/2016 07:11

It appears Ashman has added to his already substantial shareholding:-



200,000 at 5.625p (£11,250). His total holding is now 20,402,000 which is 18.15%.

[michaelmouse] 17/6/2016 07:52

SL - With respect you keep repeating the same mantra about Stilo achieving steady growth. This is fine. Steady growth in revenues has a big impact on the bottom line. Each £100,000 extra profit adds 0.09p to EPS. If they can add around £250,000-£300,000 to revenues (let's say) then profit would most likely double and EPS jumps to 0.56p and the p/e ratio falls to below 10. Will they manage to increase revenues by £250,000 plus this year? I don't know, but certainly it's not a big ask for the following year. This makes the shares cheap in my opinion.

[stilolosses] 16/6/2016 23:15

Just a figure of speech. Mouse mentioned football during his post and I said I am a big, big, big fan of Stilo.

I invested in Stilo some time back and lost a small fortune but I luckily got out. After selling my shares the price back then continued to fall through the floor. As some investors may be aware the share price went from around 150 pence to around 1 pence. In recent times it has gone up to the current 5 and 6 pence levels.

Currently I am very positive on Stilo as I too feel that it is moving forward slowly but surely.

Back then it would not have been worth my while to remain with them through thick and thin as I would have lost virtually all of my investment as the price fell to around the 1 pence mark.

I will certainly be sticking with Stilo this time round. I am in this for the long term as I know it is going to take time for everything to come together. Its coming together now as it has been for the last 7 years or so since the crash days.

What Stilo has done since 2009 is very good but not spectacular. Each year since they have been able to generate profits around £100k to the £270k mark which has helped the share price to recover to its current levels. This has taken around 7 years to do from 2009 to 2016. During this time they launched Migrate and now Authorbridge.

Ever since Stilo was put together as a viable business around 15 or 20 years ago they have never ever in their history been able to launch any products that have been able to generate sudden and immediate massive revenues. It didn't happen with Omnimark, SAP, Jetview, Migrate or any other products that Stilo have brought out over the years. Unfortunately it is not going to happen with Authorbridge either.

What has been happening for the last 7 years or so, and what will continue to happen going forward, is that Stilo will continue to make good, solid, slow progress going but anything else really is a fantasy that some posters have been applying that fantasy on here for a number of years.

Stilo' share price is not going to hit £2.00, IBM is not going to use Authorbridge on a huge scale and Authorbridge in general is not going to make masses of revenues. What will happen is that the share price will tick up nice and slowly, IBM will use Authorbridge on a small scale and Authorbridge will be a slow and gradual revenue generator going forward.

I for one would love to see the share price move massively upwards, for IBM to throw their total weight behind Stilo and for Authorbridge to generate silly amounts of sudden revenues. That would serve us investors very well. Realistically, I know for a, as probably any investors, that Stilo does not have the products or customers to to do this and Stilo has never had any customers who have spent mega bucks with them on any single one of their products since day one of trading.

When it comes to Stilo nobody can name any one single product that they have ever brought to market that has ever produced sudden and immediate revenues. After 20 years Omnimark only generates around £750k annually and Migrate only generates around £500 to £600k. All the other world leading products that Stilo brought to market were put to bed.

What Stilo do have is world leading products, world leading expertise and excellent customers who will continue to buy from them on a very small but beneficial scale which in turn benefits Stilo shareholders.

The many, many, many customers that Stiilo do have in total generate around £1.2 to £1.5 million with Stilo. If you break that down to an average you are probably talking of around £5,000 to £10,000 per customer per year. You obviously have those very rare one off customers who generates Stilo $265k per year for 3 years but these kind of customers are far and few between. Incidentally, since Migrate was launched many years ago the hope was that Stilo would generate huge, massive amounts of revenues from this but it never did happen.

The same expectations are now expected from Authorbridge but time will show that this product too is going to take time to generate any real meaningful amount of revenues. Revenues it will definitely generate but the name of the game is going to be patience and a lot of it.

[euclid5] 16/6/2016 20:40

anyone concerned about the 3 large sells on the 10 June:

1.35m

2.6m

850k

[pj 1] 16/6/2016 20:34

''I am a big, big, big fan of Stilo''- what an unusual investor statement. Since when did ''being a fan'' ever result in success? So you would stick with them through thick and thin no matter the (league) position? Being a ''fan'' implies a social allegiance does it not?

[michaelmouse] 16/6/2016 17:22

SL - I take it you weren't watching England vs. Wales then. Personally I'm exhausted. It's more tiring watching England than it would be playing. I live in hope that one day they'll just win a tournament game 5-0 after been 3-0 up in 30 mins. Apologies for off topic.

Actually there is a connection. I find reading your "damning with faint praise" comments about Stilo's progress just as exhausting as posting my own comments.

As we've previously discussed Stilo don't need to massively increase revenues to significantly bolster the bottom line, but you know that already don't you. ;)

[stilolosses] 16/6/2016 14:23

The seminar was nothing special. Just ok. Definitely something that will be scalable in the years ahead in the future. Another Migrate product really. A good solid product but one that just like Migrate is going to take a number of years to scale.

What really matters is "when are the readies going to come in and make a difference with Stilo's bottom line on a significant scale". We are looking at 2017 and 2018 but then again Stilo International made the following announcement on 4 weeks ago in their AGM statement:

We continue to invest significantly in the ongoing development of AuthorBridge, our new cloud XML authoring tool. Following extensive testing by a very prestigious client, it is now scheduled to be deployed by them in full production in May 2016, representing a significant milestone for the Company.


So , with Stilo saying this a little bit of me is saying that as Authorbridge has now been deployed by the prestigious company in FULL PRODUCTION we should now expect a massive hike in Stilo's bottom line in 2016 as this really is a gigantic, huge, massive company with thousands and thousands and thousands of users.

But I don't think its going to be that big of a hike on the bottom line after all. All will be revealed in the 6 month end in September 2016 and full year results in March 2017.

[clocktower] 16/6/2016 14:21

Got that off your chest SL. :-)

[stilolosses] 16/6/2016 14:12

The seminar was ok.

[stilolosses] 16/6/2016 14:04

Blimey!... Some posters will only post on here occasionally and only when they have something to add!

Now I am a fan of Stilo myself and I have a solid longterm stance on these and they will deliver. I changed my stance on these sometime ago from being negative to being positive.

What I do not like is when posters come on here make statements that are meant to be misleading and far fetched.

I could easily say Stilo are going to convert all their billions of documents by using Migrate and Authorbridge but their not going to. They will use the services of Stilo on a very, very small scale which in turn will open doors for other opportunities. This, as we all very well know, will take a lot of time and a lot of patience.

[stilolosses] 16/6/2016 14:03

After picking myself off the floor I thought to myself: "never! It surely cannot be the case"?

So with this in mind I thought I would have a look at their not too recent March 2012 end of year results and I was absolutely not surprised at all to read what Stilo management had stated:

As of 31 December 2011, there were 16 permanent employees in the Company, complemented by the use of contractors. In 2012 we will be making additional investments in the recruitment of development personnel, but it is not anticipated that we will be growing headcount significantly, as we look to contain our costs and scale the business through technology sales and partnering agreements.

[stilolosses] 16/6/2016 14:03

At this point I was scratching my head so I looked back to their not too recent March 2013 end of year statement and I thought they were having a little bit of a laugh. It read:

As of 31 December 2012, there were 14 permanent employees in the Company, complemented by the use of contractors. In 2013 we will be making additional investments in the recruitment of development personnel, but it is not anticipated that we will be growing headcount significantly, as we look to contain our costs and scale the business through technology sales and partnering agreements.

[stilolosses] 16/6/2016 14:02

Blimey! So I then looked at their not too recent March 2014 yearly statement and it read:

As of 31 December 2013, there were 16 permanent employees in the Company, complemented by the use of contractors. In 2014 we will be making additional investments in the recruitment of development and sales personnel, but it is not anticipated that we will be growing headcount significantly, as we look to contain our costs and scale the business through technology sales and partnering agreements.

[stilolosses] 16/6/2016 14:01

This is what Stilo said as not so recently as March 2015 in their end of year results:

As of 31 December 2014, there were 16 permanent employees in the Company, complemented by the use of contractors. In 2015 we will be making additional investments in the recruitment of development and support personnel, but it is not anticipated that we will be growing headcount significantly, as we look to contain our costs and scale the business through technology sales and partnering opportunities.

[stilolosses] 16/6/2016 14:01

My understanding was that this was something new and worthy of a mention when it was brought to our attention. I thought this was something new that the company had stated as recently as March 2016.

My thoughts were:

"Wow! That's absolutely brilliant if the company said something like that as recently as March 2016 and it must mean that the business is going to do something amazing soon. Blimey!..... This must be some kind of new thing that the company must have implemented as recently as March 2016".

I actually got incredibly excited about this but then I read between the lines and I saw the following statements that the company made in their end of year results:

[stilolosses] 16/6/2016 14:00

So a poster informs us yesterday of the following statement in post 1525:

Again,as recently as this March,Stilo International announced that in 2016 they would be making additional investments in the recruitment of development personnel, but that it was not anticipated that they would be growing headcount significantly, as they looked to contain costs and scale the business through technology sales.

[stilolosses] 15/6/2016 15:09

Interesting. I will certainly refresh myself with Stilo's last 7 years annual reports and see how many times they have made such announcements. Watch this space.

Crafty! Crafty! Clock........What do you mean?

[mudbath] 15/6/2016 13:26

Cheers michaelmouse,for I will be pleased to post if there seems anything to add to your discussions.

Just to reiterate; it is most unusual for STL not to be overtly recruiting.
A vacancy recently filled/removed in 2016 was for a Software Developer in Ottawa, Canada,where the candidate was promised that,

"You will be working with an outstanding, specialist team of developers who are authorities in a dynamic field and also be dealing with customers who are themselves advanced users of content technologies. We emphasize team work and collaboration at Stilo."

Again,as recently as this March,Stilo International announced that in 2016 they would be making additional investments in the recruitment of development personnel, but that it was not anticipated that they would be growing headcount significantly, as they looked to contain costs and scale the business through technology sales.

[clocktower] 15/6/2016 13:23

Very crafty mud!! :-)

[michaelmouse] 15/6/2016 12:44

mudbath - I hope you will continue with your contributions which are informative, optimistic, well-reasoned and balanced.

[stilolosses] 15/6/2016 12:17

Absolutely nothing unusual whatsoever about no open positions at the moment. Nothing whatsoever. This has been the case since the start of the year.

This has happened on numerous occasions before, including the present. I have read on the stilo vacancies section a few times where they have not advertised for positions. When vacancies again become available they will, no doubt, be made available again on the website.