Stilo Share Discussion Threads

[mudbath] 15/8/2018 09:31

Its good to learn that Stilo's partnership and product integration with Componize,announced only in April this year, has yielded an order win from Kaplan,one of Componize's most prestigious clients.
With Componize serving customers in the Medical Devices, Semiconductors, Learning and Training, Standardization, Publishing, and Software, Finance, and Telecom industries,it is not difficult to envisage AuthorBridge revenues quickly moving beyond the "embryonic" stage.
The significant increase in the interim dividend suggests a brightening of 2019 prospects.
Cheap !!

[dave4545] 15/8/2018 08:44

Shame you see it like that mm

I do recall questioning the valuation here when it was 6-8 mil. It seemed mighty generous for a company that could never get it's profits out of first gear.

Nice little business but not sure why it's on the stock market.

[michaelmouse] 15/8/2018 08:37

Eh up all ADVFN'S trolls have turned up!! LOL. Now what shall I spend the hiked up dividend on? Let me think!!

[dave4545] 15/8/2018 08:35

Why not delist and use that money to hike the dividend ?

Just seems to go nowhere. Unless they used that money to buy a new business it's a very dull company that wastes a lot of it's profits just being listed.

[clocktower] 15/8/2018 08:31

SL called it as it is - always prospects that never develop - new software being created that never delivers.

Will the directors be buying more of the company again or will they just issue more options to dilute all the other small holders?

Cash depletion now likely to continue imo.

Jam tomorrow - for who?

[michaelmouse] 15/8/2018 08:25

LOL. Try and buy some them ;)

[escapetohome] 15/8/2018 08:15

DOWN!!!, extremely close to my 2p prediction.

[michaelmouse] 15/8/2018 07:47

Beautifully managed. Despite the earlier profit warning, this mornings interims are better than expected.

Excellent management in being able to report a small post tax profit of £42,000, a healthy cash balance of £1.44m and, very significantly, a 20% hike in the interim dividend.

My guess is the dividend for the year will be 0.11p in total or a return of 4.4% on the share price of 2.5p. Excellent.

As mentioned before 2018 is a dip year for Stilo, but all eyes on 2019 now with Authorbridge and other products looking to gain traction:-

"AuthorBridge order win at Kaplan Professional Education, incorporating integration with the Componize for Alfresco content management system."

Far better than I was anticipating and I'm looking forward to 2019 and beyond, although perhaps even an upside surprise in the second half of this year who knows?

[michaelmouse] 05/8/2018 19:06

Yes there's a few interesting characters on the TERN threads to say the least. Yikes!!Good luck with all your investments mudbath.

[mudbath] 05/8/2018 10:00

Cheers michaelmouse.

A look at the TERN thread demonstrates what jealousy etc can do to certain individuals.

[michaelmouse] 04/8/2018 21:41

mudbath that's great well done! I've said my piece on TERN, I'll leave it there and wish you well!

[mudbath] 04/8/2018 21:31

Only 700% up with my suggestion of TERN.
It is not a balance sheet play.
1,400 % beckons strongly and far beyond.
Time will tell !

[michaelmouse] 04/8/2018 20:50

You'll have to be quick escapetohome because a 2p offer would pretty much value the company at zero. See above. I might just beat you to the buy button anyway ;) Good luck though. Here's hoping!!

[escapetohome] 04/8/2018 20:43

I might get my 2p?

Almost there.

[stilolosses] 04/8/2018 18:51

Well! Well! Well!

What can I say that has not already been said by our "resident professional market experts"

You could not write a script if you tried!

Like I have been saying for some time now our resident professional market experts have been moving the goal posts whenever it suits them. Some of them have been telling us since 1967 "that its about to happen. Stilo is about to explode"

Mind you they are right because it has exploded "backwards though"

"I am very relieved by that trading statement since it is marginally better than anticipated"....You could not make it up if you tried!

Also, don' t worry about the balance sheet. It'll look after itself......

My understanding is that it has been taking a hit of late. Course, I may be totally, totally, totally wrong again!

Sorry! Not my fault that I tend to always be way, way, way off the mark as normal.

"Resumption of growth in 2019 and beyond"

We don't want to forget about Stilo's new jewel in the crown Author Bridge.....after all, Migrate held that title some 10 years ago and let's not forget Omnimark was the very first jewel in Stilo's crown all those years back in 1998 or something like that.

..... Absolutely I totally agree on this point.

Mind you I think this point should really read "absolutely, completely, totally, definite, 100% growth in 2019 and beyond is guaranteed!

......Even if it is by the odd fiver. After all, even a fiver is growth!

So Author Bridge is now the "new" jewel in stilo's crown!

Absolutely agree there. Migrate too was that jewel in Stilo's crown 10 years ago and let's not forget the very, very, very first jewel in Stilo's crown Omnimark all those years back in 1998!

Losing £350k plus, balance sheet going down, revenues down, profits down with Author Bridge being developed incrementally year after year really is gantastic , teriffic, wonderful news.

No struggles here and as management says year after year, year after year, year after year........

" Trading is within managements expectations. That word expectations is commonly used by management as are the words in line"

Nothing wrong here though. Least losing £350k is in line with managements expectations.

Amazing how some of our resident profession experts are happy to tell the world they have bought a million shares here and a million shares there etc, etc, etc........

No doubt they have always told us when they have flogged just as many when the price was slightly better a couple of years ago.

Course they are "always" first to tell us all when they have sold Stilo shares just like they tell us that they have bought.

Mind you, pigs will also be flying post 2019.

Just watch this space!

You don't have to wait until September to see what corporate action is going to take place.

David and his sons have been buying for the last 20 years or so and poor Les has also bought. Course, nobody on the corporate side has ever sold down.

Maybe we should all now pile in before things explode on the corporate side. Then again, we could all wait another 20 years to give the share price a chance to move off the current 2 to 3 pence range.

Let's too not forget that juicy irony that has been playing its part since 2000.

Posters have come here and told us many, many, many times over the last 20 years or so about this irony and that irony.

Least management have never alluded to any irony in their last 20 year annual reports. Ooops! Lets not forget those 2 or 3 trading statememt during the last 20 years.

Least we are lucky that they decided to issue that all important 2nd or 3rd trading statement recently.

So, so, so kind of them!

In terms of growth beyond 2019, even a bright 11 year old can see that this is probably likely when they lose £350k plus in the first place.

Professional experts continue, 20 years on, to tell us this is a terrific, little company.

I don't think so though.

I think this is in fact a terrific, amazing, brilliant massive, huge company that will deliver remarkable, dramatic results very, very quickly any time soon.

Sorry to spoil the party boys but for the size of Stilo generating this kind of loss is going to take years.

Let alone make up for the loss of revenue from previous years they can't even maintain the current low levels of £1.8 million.

You cod not make it up if you tried.

In terms of Mike from IBM and his colleagues, am I not right in assuming that as paying customers they have been saying positive things about Stilo ever since they crossed paths 20 years ago!

First they gave glowing references for Omnimark, then Migrate and now Author Bridge etc , etc, etc.

The current jewel in the crown may be in its next incremental stage in the September interim report but as always just because this new tool may be ready, a couple of things is guaranteed!

5 steps back, 1 step forward.

With or without Author Bridge, small incremental increase in revenues as has always been the case here.

Let's not forget the small matter of making up for that £350k shortfall.

Is that a couple of things or is that 3 things?

Author Bridge just like Omnimark and Migrate guarantees nothing apart from the same old small, incremental growth in revenues.

[mudbath] 01/8/2018 18:47

I must say that if you seek an investment that has never generated any return for shareholders(ever) and one where the share price only declines month after month,year after year,then LEG is the stock for you.
Otherwise,keep very well clear.

[professor pettigrew] 01/8/2018 15:30

Virtualstock, a company that focuses on helping retailers and healthcare providers compete more efficiently in the digital marketplace, announced the installment of René Schuster as Chairman. At the same time, they made public a finalized Enterprise Investment Scheme (EIS) fundraising round of £3.42 million. These announcements make it clear that Virtualstock, one of the UK’s fastest growing tech companies, has no intention of slowing down.

If you’re unfamiliar with the company, Virtualstock provides a cloud-based solution called The Edge that helps businesses streamline and integrate their digital supply chains. The Edge has seen tremendous success and has provided those companies that use it increased efficiency, growth, and customer satisfaction. To make its success crystal clear, just consider the fact that six out of the top ten UK retailers are Virtualstock clients.

With Virtualstock’s position in mind, it’s easy to see why René Schuster would be a good fit at the helm. René Schuster has a history of successfully growing global tech and telecommunications companies. He’s best known for his run as CEO of Telefonica Deutschland, a major internet provider in Germany. While CEO, he led Telefonica through the largest IPO in Europe, raising over €1.6 billion for the company and transforming it from a €3 billion market capitalization company into one with €14 billion market capitalization. When he left Telefonica, it was one of the largest telecommunications companies in all of Europe and one of the top two consumer brands in Germany.

In addition to his time as CEO of Telefonica Deutschland, Schuster has also held several senior positions at other tech companies, including:
•Chief Operating Officer with Vimplecom, one of the world’s largest telecommunications companies
•Global Marketing Director with Vodafone plc, a multinational telecommunications conglomerate based in London
•Senior Vice President with Hewlett Packard
•European CEO of Compaq Computer Corporation

Beyond his years in the tech industry, he’s also gained valuable private equity experience as a Partner at Vitruvian, a Europe-based private equity firm that specializes in helping high growth companies get needed capital.
Schuster’s experience is exactly what Virtualstock needs to keep up the momentum that they’ve gained over the past two years. In that short time, they’ve seen their revenue growth increase from a little over 60% to over 70% and their headcount go from 20 to 116. It appears that, with Schuster steering the ship, Virtualstock is poised to see continued growth and success.

With all of this said, since Virtualstock is a privately held company, there is no way to directly invest in it. However, Legendary Investments plc (LON: LEG) holds a 6.8% stake in the company. At Virtualstock’s current valuation, Legendary Investments’s stake is valued at £4.76 million and with Legendary Investments’s current market cap sitting at £3.84 million, it may be a nice way to get exposure to Virtualstock at a discount. In addition, Legendary Investments owns stakes in several other exciting companies, including Crowd For Angels and IBS. And since the market cap is less than the current Virtualstock valuation at the moment, you’re essentially getting in on those for free.

All in all, Legendary Investments might be a great buy that will help diversify your portfolio and give you access to some businesses that have huge potential.

[mudbath] 28/7/2018 17:44

Lordy ; StiloLosses departs,only to make way for my good friend the Professor.

[mudbath] 27/7/2018 09:54

StiloLosses.

Important question
------------------
Have you now fully sold out from your STL share holding,never to return ?

[mudbath] 26/7/2018 16:35

Thanks michaelmouse.
I fully agree,or as they say currently,absolutely !

If Mike Iantosca is of the opinion that AB is the business,then it would be rude,having initially sought his opinion, to disagree.

[michaelmouse] 26/7/2018 14:06

Hi mudbath sensible, thoughtful and considered posts as always.

[mudbath] 26/7/2018 12:33

One man's red flag,boonkoh,provides another with the opportunity to top up at the lowest price in almost 10 years.
As I intimated in my last posting,the omission of any mention regarding AuthorBridge suggests,to me,a shake out.
I would be surprised if this omission were not fully rectified come the interims;providing that we have not seen corporate action in the intervening period.