Stilo Share Discussion Threads

[boonkoh] 26/7/2018 11:24

Red flag for me is no update on AuthorBridge. Just continued investment in R&D. This to me suggests that we're still a way off commercial success with AuthorBridge, and it hasn't even gained market traction yet.

[mudbath] 26/7/2018 11:09

He called it ?
SL parroted that which was available to all via previous accounts .
No weighting was allocated by him to the importance of AuthorBridge.
Similarly the T/U conveniently ignores this jewel in Stilo's crown, although obliquely
there is reference to continued R&D.
Today's event was undoubtedly a shake out.
750k for me at sub 3 pence.

Well said michaelmouse for I cannot see any evidence of "struggling" !

[clocktower] 26/7/2018 10:00

Well done SL called it as it is with this company time and time again.when they moved that was the nail in the coffin imo.

[dave4545] 26/7/2018 08:27

This should have delisted a long time ago. It's been making tiny amounts of money for 10-20 years now that get lose in listing costs. Never seems able to increase them and now they are struggling.

[michaelmouse] 26/7/2018 07:36

Trading update this morning and it's about as predicted in my blog post in March below:-





I'm actually very relieved by that trading statement since it's marginally better than anticipated.

Stilo will break-even at the interim stage despite the short-fall in revenue flagged up in the finals. Their balance sheet remains healthy and they'll continue their R&D investments and will pay an interim dividend. Hence the cash reserves remain strong.

Since I wrote my blog post, the share price has fallen much further, and Stilo is valued at just under £3.5m. If you strip out the cash then it values the business at around £2m.

Excellent value play at the moment for a resumption of growth in 2019 and beyond.

Aimho of course.

The trading update is already in the share price and slightly better than I anticipated.

[robdance] 18/7/2018 21:54

hxxp://www.stilo.com/2018/07/09/stilo-introduce-new-content-optimization-service-dita-optimizer/

[russ505] 23/6/2018 20:28

mudbath. I'm fairly sure that wshak turned up on the thread of a share I was following years ago claiming to be short. Then weeks later, I think it was EK declared an interest.

[mudbath] 23/6/2018 16:07

With TERN attracting the attention of mercenary detractors,its share price has fallen from a recent high of 56 pence to Friday's close of 32 pence.
There is a well researched view that the true value of its shares should be one hundred times its current level.
Based on this evidence,it is apparent that there is still a strong investment case for buying or adding.
Sorry for the off topic.

[stilolosses] 15/6/2018 09:03

The truth hurts at times Clock but if you asked management to be absolutely frank with my assessment they would agree with all of it.

Just watch what happens with the next 3 years of trading. They will do well just to plug that gigantic £350k shortfall.

I will look into those 2 shares myself Clock.

You too. Have a good one.

[clocktower] 15/6/2018 07:51

Thanks for that review SL. By the ZIN is never going to be a TERN - I only expect it to double, maybe treble from here. It is a plodder but going the right way imo.

BBSN now has the potential to really rocket but I got in early and you never know how far or how fast that sort of stock will travel, or sometimes they fall on their faces, in this case I think not though but take your pick.

Have a good day SL.

[stilolosses] 15/6/2018 00:12

You certainly pose some serious questions there Clock.

One thing I can certainly say with a huge, gigantic and massive amount of certainly is that nobody is going to come in and make a bid for Stilo International whatsoever.

The simple and very clear reason being the minute, small, tiny market that Stilo operates in. A market area that has been static and which has never moved for the past 2 decades. A market area, regretfully an exclusive small market area that has turned out to be a huge and gigantic obstacle for Stilo rather than an advantage.

Stilo International, as we should all by know by now, operates in such a small and minute but a very, very niche area and this is one of the main reasons as to why there has never been any demand for Stilo's products other than the £1 to £2 million revenues each year since they came to market in 2000.

In their own rights, Stilo has put together those fantastic products in Omnimark, Migrate and Author Bridge, promoted them to the hilt, and, in the markets that they operate in, they have done absolutely everything to get in front of their customers, and in front of their exclusive customers they have been, for not just a couple of years but for well over 20 years. In the Dita market itself it would be unheard of if companies did not know of Stilo International. In other words, absolutely all the big players know absolutely and completely everything about Stilo International and its exclusive products. Over the last 20 years Stilo has done work for massive conglomerates but the story has always been the same. Companies like what Stilo do but it always just stops there. Always has unfortunately.

The problem has always been that Stilo will go in and demonstrate their exclusive products to these conglomerates, attend all the main trade shows, most of the time being the platinum sponsor, start conversations, do some fantastic demonstrations and then find out afterwards that the companies that they have been talking to either go elsewhere, but most times just doing what Stilo offers themselves and keeping it in house rather than contracting out to Stilo International.

This has been another huge, massive obstacle for Stilo. Stilo's single biggest competitor has been actual customers themselves. They speak to them, offer them their services and then find out that those very customers decide to put a couple of their pwn guys onto the projects in house and do it themselves rather than bringing Stilo in and using their exclusive products in Omnimark, Author Bridge and Migrate. These products could probably do it a lot faster but the companies deciding that they would rather do the job themselves etc, etc, etc.

When Omnimark came out it was going to be the bread winner. It wasn't. When Migrate came out it too was going to be the bread winner. Its wasn't. When Author Bridge came out it was going to be the bread winner. It wasn't.

We are now on version 15 or something with Omnimark after 20 years; Migrate is on version 4 after 10 years plus and Author Bridge will have version 3 out next etc, etc, etc.

Stilo has also been in bed with some of the worlds exclusive partners for the last 2 decades but by even having these associations for the best part of 20 years have resulted in absolutely nothing in real terms. They certainly haven't brought in any real revenue, profits or growth. If anything, it has taken Stilo backwards. Stilo can't really get into bed with anybody else because they have already done this in one way, shape or form since it came to market. They all know who Stilo are, what they do and have knowledge about all their products.

The spread being what it is, currently around 33%, too has never helped Stilo and the liquidity in this share speaks volumes. I hate saying this but it speaks volumes not just for a couple of years or so but for 20 years or so.

I too was beating the drum about Stilo some time back because even I thought after so long that the light at the tunnel was there but then, typically like Stilo, it did what it always have done over the years. It went back into reverse gear!

Not only was their world exclusive products Author Bridge, Migrate and Omnimark only generating around £1.8 million revenues but the company then comes out and say we are now going to have to declare that even these minute revenues are under threat and we are not going to be able to build on these for now and profits are going to be effected.

You really could not make it up.

They have even thrown Migrate and lately Author Bridge in as a freebie, use free for a month or two etc, etc, etc, try before you buy etc, etc, etc and guess what?
Not only have they not even been able to generate any new customers but they have even lost their already existing small customer base.

Again, like I have said many times. Its absolutely shocking. You could not make it up if you tried.

I have a holding here clock and holdings in other companies but when you look at what has happened with Tern, for example, and other shares, you do ask yourself those serious questions about where is the real value?

No doubt David and his sons will sleep really sound knowing the share price is going down because all they will do is have a whip round amongst themselves and simply buy another 20 or 30 million shares as the prices fall. There mates at Brewins will be accommodating that as normal.

Stilo is not and never will be a Tern.

Stilo will not receive a bid from anybody as it continues to operate in a small, exclusive niche market.

Stilo will continue in its present form for some time yet,

It will now start that cycle of losing revenues and profits yet again; costs going up; the small cash pile going south again; with a lack of liquidity in its shares; with a spread of 33% plus and with a board that has its own long term interests at heart.

It will do what it has done for years. Win a couple of lovely contracts but at the very same time lose valuable existing customers at the same time.

Like I have said. You couldn't make it up even if you tried.

Maybe giving Omnimark, Migrate and Author Bridge away for free for a year or two, getting people completely dependent on them and then charging them after sucking them in would be the way forward for the board in order to attract some new business.

But like I have said, for every little bit of new business that they win occasionally, they lose business that they already have so this too may not be the solution.

I will certainly have a look at Zin clock. Tern could still turn out to be tempting. Least Tern is not struggling as it would now appear.

Tern's partners, and more important new partners, appear to be selling a product that everybody seems to be interested.

Compare this to Stilo's partners, past and present. Stilo's partners have never been able to generate anything apart from a few little contacts here and there now and again; and, that's not changing anytime soon.

As the years continue to roll on for Stilo it becomes clearer and clearer just how long it continues to take on top of the last 20 years just to generate some new incremental revenue whilst at the same time losing whatever they already have.

Same old story, just another decade!

[clocktower] 14/6/2018 16:04

If your money is here, SL then for what it`s worth it would be sods law if this just shot up as well, on some unexpected bid, so on balance I would rather risk it here but having missed the boat with TERN and not having funds in STL at present (and having little faith in it or the BoD to do the right thing to investors) I would stick any spare cash in ZIN right now. However, DYOR (which I know you will) that is just me.:-)

[stilolosses] 14/6/2018 15:58

Just look at the current spread. You could not make it if you tried. Then again others would strongly argue that those poor market makers have to make a living in these times of austerity.

So on one hand my very own "professional market expert" is telling me to put everything on Tern and then he is telling us how he has bought Stilo shares.

Amazing is human nature, he, to my knowledge,has said that he NEVER talks specifically about money yet on this one occasion for the first time ever he is happy to say "I am now £504k down on yesterday's drop in Tern.

Human nature is such that he has decided now to talk about money. We never talk about losses but we are happy to talk about profits.

Even our professional market experts can change when it comes to boasting about profits and giving specifics. But the rule is never speak about losses.

Should I do what he says and sell everything and stick it on Tern or leave it where it is and keep it as dead money?....decisions, decisions.

Where is the liquidity and potential?

[clocktower] 14/6/2018 07:58

Good news from CRU this morning mudbath, that should help me start to float again on CRU before too long.

[stilolosses] 13/6/2018 16:28

Hello Mudbath,

You need to add a few more Stilo shares during the next 10 years or so at lower prices. With you now being a multi millionaire you can buy as many as you like and pay whatever the price is.

There are around 120 million Stilo shares in circulation and with your current millionaire status you should now be able to buy most of them.

I don't need to go anywhere son but I agree Stilo has been and continues to be an absolute cracking company in reverse gear.

You couldn't make it up if you tried. After 20 plus years of trading and with only £1.8 million revenues they then declare they are struggling again and losing business as normal.

Posters were speaking about Stilo's incredible potential 20 years ago, you about 10 years and look where it is now heading: reverse gear like normal.

Maybe you have added 1 million shares because others have off loaded a million shares.

Obviously we should not talk about those off loading Stilo shares, it being in reverse gear, revenues going lower than what they already are, costs going up, profits going down etc, etc etc.

We should simply say this is a cracking little company going from strength to strength.

Course, Authorbridge version 1 and 2 exploded when it came on the scene and likewise version 3 is going to explode in the same way.

....Oops let's not forget that filling the £350,000 shortfall is going to be a walk in the park for Stilo management.

Decade after decade they have not been able to increase revenues from under £2 million with all their fantastic products in Authorbridge, Migrate and Omnimark and now they are back in reverse gear again.

I do agree though that Stilo has big potential like it always has.

[clocktower] 13/6/2018 15:01

I wonder how many TERN shares you took profits on then mudbath. Big Profit, Big hit but going back up, easy to be wise after the event. Done that myself but not from 2p to 50p+

Good Luck.

[mudbath] 13/6/2018 13:29

Thanks for that clocktower.
I do follow your postings from time to time and therefore am aware of your interests.
Coincidentally my average buy price for both TERN and KIN is 2.9 pence.
Down £530k this morning on the value of my TERN holding !

[clocktower] 13/6/2018 12:11

I cannot credit it that you own only 3 stocks mudbath. I believe you but no Blue Chip stocks for dividends etc?

I will not list what I own but I will list a few I am interested in as far as penny stocks go:

BBSN - doing ok 2/2.2p

ZIN - on the up (looking for it to at least double from here).0060/65

CRU - For a long term hold (slightly underwater)9.5/10.5p

What I view as a Blue Chip long term growth stock SRC at 40/42p

Building holdings of others companies at present also.

Good buy if you picked up those at 3p mud as it turns out - good luck with STL - In for another spike maybe?

[mudbath] 13/6/2018 11:22

Talk about misrepresentation !

Stilo,unless your a sad jaundiced loser,is a cracking little company and one in which I have added well over a million shares recently,based on its being low in price yet high in potential.

As for those "TEN" recommendations,what could they be I wonder,apart from a figment of imagination.

For the record,I only hold three shares.
TERN-Doing well.
STILO-about to motor,and
KIN-Currently suspended at 3 pence but a potential super nova.

I leave the thread with you SL for you do not seem to be going anywhere with it !

[stilolosses] 13/6/2018 10:53

Hello son! How are you Michael mouse.

You haven't just popped round have you? You dip in here quite regularly but as we all know, like always, Stilo is once again in its normal reverse gear!

It is now going to take them at least 2 to 3 years to fill the £350,000 plus gap that they have lost out on.

The worse case scenario being that the new tool is not ready to start the normal small incremental bit of revenue to fill the huge gap. At best it will be ready some time this year and they can start to add some revenue.

Stilo is not a Tern or a Avesco.

Stilo will take years yet as it is once again in reverse gear.

Its all well talking about your 50 bagger shares etc, etc as its quite normal not to talk about where you have lost money. That is quite natural.

Mudbath has lately made about 10 recommendations and some do well and others fail.

He certainly got Tern spot on but he has been wrong on Stilo for 10 years.

All will be revealed in the 2018 and 2019 and 2020 year end results.

[michaelmouse] 12/6/2018 14:32

Just a quick hello from me. Just stopped in to see if SL was as miserable as ever, and yes he is.

Surely you should be a bit more cheerful SL? After all if you'd followed mudbath's TERN tip then you'd have had yourself a nice multi-bagger in no time at all? Russ505 made a nice profit alongside mudbath, and since his tip the shares have moved from around 2p to the current 46.75p (a 23-bagger). If you did follow his tip then perhaps a thank you to mudbath is in order? Wadya think?

Alas I didn't purchase Tern shares, but can bask in my success at Avesco I suppose where I wrote about it's merits at 20p+ before it was sold to a bidder for £6.50 (a 33-bagger).

I don't know mudbath personally, but we've both turned up here at Stilo, so maybe this will eventually join the multi-bagger list we've both clocked up over the years? Remember, like TERN and Avesco the share price performance can languish for years and then suddenly it's off to the races within months!!!

Nice to see Ashman still buying shares for his retirement fund (as you put it), I remember Richard Murray (Chairman at Avesco) doing exactly the same thing over the years i.e. kept accumulating shares, and that worked out rather well financially for him!!

I don't suppose Ashman would want his pension to severely underperform, so his constant acquisition of shares bodes well for the medium to long term I'd say.

Don't forget to thank mudbath for his Tern tip SL. Bye bye for now.

[stilolosses] 11/6/2018 23:41

At one stage today the share price was down by around 25%.

Beggars the question when it will hit those levels again and they are yet to actually tell us in September by how much profits are going to be down by.

Worse case scenario that version 3 of Author Bridge is not ready until late this year.

At the very best Author Bridge version 3 could be ready some time this year so that they can try and plug the huge drop in revenues that have been lost going forward.

Looks like some investors are selling in the knowledge that they can invest elsewhere as the return here is going to take years.

I've been saying for some serious time that it was always going to be 5 steps back and 2 forward. Just goes to show how real movement on all fronts here is years away.

Mind you, this is Stilo through and through for the last 2 decades.

Like I said before, management have already made all the right noises and have more or less written the whole of 2018 off. Based on this, course they are going to say 2019 should see revenue growth. Why shouldn't it, especially when there is going to be a severe drop in 2018.

The markets never lie. People do though!

All in all, like I said earlier, a great day for David and his sons to top up in time for retirement income.

They have been adding for the last 20 years or so and will continue to do so for sure.

I agree David is an astute man but I think his sons are more astute.

Maybe somebody could tell him its about time they took the job vacancies that they have advertised on their website down. After all, they have been there for the best part of the last 9 to 10 months.

You couldn't make it up if you tried. Just demonstrates the pace they are scrawling at.

At retirement pace.

[stilolosses] 11/6/2018 14:24

A fantastic day for David and his sons to add more in time for their retirement in the years ahead.

[clocktower] 11/6/2018 14:02

Not that itchy mud -just was thinking of buying them down from 3p to maybe 2p. I`ll wait. :-)

If this were a TERN, I would be as happy as you mudbath, I might even try one of those.