Stilo Share Discussion Threads

[michaelmouse] 21/9/2018 14:36

Tiny buy of 2000 shares at the full ask has just nudged up the bid.

[mudbath] 17/9/2018 07:49

Well done to anyone who extracted good profits from TERN, for their shares are in for a hammering when the market opens.

[stilolosses] 10/9/2018 12:28

Looks like another oops!

Does it really matter!

Then again, reading the anuual reports of Stilo for the last 20 years really does give one an exact insight as to what managment actually mean when they say their existing and new tools are expected to be developed on a "slow churning incremental, multi-year basis".

I'm not the one making it up as I am going along and I am sure managment are also not making it up.

I think Stilo managment has now decided that its about time that they are more accurate with its annual reporting and expectations rather than leading us down the garden path.

Language like "incremental and multi- year effort" is exactly the kind of language that they should have been using since they came to market since the turn of the century.

[mudbath] 10/9/2018 11:10

Read the question SL.

Up or down ?

[stilolosses] 10/9/2018 10:45

If you look at the history of Stilo alongside its current position with its products "multi year endeavour, incremental basis", losing revenues, 17 employees, small market area etc, etc, etc, one does not need to look far to envisage the timescales involved in getting any movement on the share price.

To really understand the nature of Stilo one only has to read the last 20 years annual reports.

[rcturner2] 10/9/2018 10:16

The only thing that matters is where the share price goes. Will it go up or down from here?

[michaelmouse] 10/9/2018 10:14

Imo I think the party at Biome is only just starting mudbath!!

Happy to sit and wait for Stilo also.

[mudbath] 10/9/2018 10:05

Coincidentally,michaelmouse,Biome has been very good to me as my posting history on the thread shows.As ever,I left the party too soon,settling for a 400% and then a 250% gain when 1000% beckoned.Good results even so.
Biome was always in the right space at the right time;although it's management was and maybe still is,seemingly ineffective;otherwise that inflection point would have been achieved much earlier.

[stilolosses] 10/9/2018 10:05

Course, as we all know the Stilo share price has been multi bagging since the turn of the century and stands at the current 2 to 3 pence mark.

1 step forward and 5 steps backwards is quite the norm here.

As Stilo management now admits that their products are a “multi year endeavour”.

Other products of theirs, as they say, will be completed on an “incremental basis”.

For those that don’t understand that it actually means “years!”

Great spin by our so called “experts”; but I’m sure Stilo management are telling the truth and not putting a spin on it themselves.

[michaelmouse] 10/9/2018 09:50

mudbath I've often found that a quiet thread with a resident disillusioned previous holder is often a very bullish sign. Last week I wrote an article on Biome Technologies which has a chequered history littered with early disappointment. However, many investors often fail to see an inflection point and Biome's fortunes have changed. Whilst the naysayer on the Biome thread has been predicting further doom, disaster and despair, the share price of Biome has multi-bagged with I hope far more to come.

If interested:-

[mudbath] 10/9/2018 09:34

I wonder if StiloLosses suffers from RSI as we do see the same asinine verbiage each time he takes to the dance floor.
A pity really for the STL thread was just showing some signs of renewed life .

[stilolosses] 09/9/2018 23:23

Sorry. Just another oops before I forget.

Oops! So Stilo’s stock sold into the market is very quickly absorbed by a buyer(s)?

Am I not right in saying that this too has been the case for the last 2 decades or so.

Mind you, on this point I may be wrong.

Opps!
With Stilo management only getting 3 customers for AuthorBridge during the last 4 years or so, with management now saying they are significantly behind schedule with getting AuthorBridge to the next level, fingers crossed that they will be able to add 1 more new customer in 2019!

Course, that's if it is ready!

I think that’s 2 oops!

[stilolosses] 09/9/2018 23:17

Stilo management have done absolutely everything possible to get interest in Omnimark and Migrate over the years.

We all know Omnimark and Migrate revenues have remained static for the last 20 and 10 years respectively and they will not be able to make any difference for a number of years to come yet.

Can we seriously expect any meaningful growth in Migrate and Omnimark any year soon?...... Course not.

Management are doing absolutely nothing different today that they haven't already done for many years in terms of Omnimark and Migrate so I can say with a lot of confidence that revenues with these 2 tools are not going to grow in any meaningful manner any time soon.

Simple and straightforward reasons for this being the minute market size in which Stilo operates, only around 17 people working for Stilo, companies choosing to do the work themselves, 99% of contracts valued at just a few thousand pounds with the odd large contract here or there etc, etc, etc.

What Stilo are great at doing, with this being the main reason as to why revenues have always remained around the million or two mark, what Stilo are really, really, really good at doing is winning some new business here or there but then losing twice as much business elsewhere.

This is very normal for Stilo and I have no doubt they will continue to win some new business in one area but lose it elsewhere.

Oops..... Kaplan have been a customer of Stilo's for some years now and them giving Stilo some new business in terms of AuthorBridge is not going to make any meaningful difference to Stilo's revenues.

I wonder why though?

Oops! So Stilo have been able to raise revenues yet again?

Stilo managment know perfectly well that as most investors, apart from those professional resident market experts with the golden touch, expect an increase in dividends as their original investments now sit at a paltry 2.5p.

Oops! Stilo know very, very, very well that if they do not raise dividends then investors will really, really be a tiny bit troubled. Just a bit though!

Opps! So the global market for dynamically publishing structured content to multiple channels continues to grow?

My understaning is that this has been the case since Stilo came to market in 2000 or something like that.

Shame that Stilo have never been able to grow their revenues during the last 20 years or so.

Mind you, some years ago Stilo use to sign off their annual reports by saying that the market was "growing significantly" but nowadays they refer to it as just "continuing to grow!" I wonder why?

Yet 2018 was a new year and like normal, as has been the case for many years now, we were told by our very own professional market experts that 2018 was going to be the year.

It's ok. We know they are now saying it will happen in 2019!

Course, in 2019 we will be told that it will happen in 2020!

Course, in 2020 we will be told that it will happen in 2021!

Course, in 2021 we will be told that it will happen in 2022!

Etc, etc, etc!

[mudbath] 09/9/2018 13:27

Re Stilo shares,russ505;although the chart looks grisly,any STL stock sold into the market is very quickly absorbed by a buyer(s).

It is difficult to say when the share price will ignite as this is probably reliant on news flow.Nevertheless accumulation of STL shares at current levels should yield future benefits.

I remain hopeful that TERN will provide a blockbuster result,whereupon I would re focus,more closely,on Stilo's progress.

[russ505] 09/9/2018 13:08

Thanks Michael, appreciate your thoughts. Tried to buy Stilo fri, but failed. Set a limit order @ 2.5p

[michaelmouse] 09/9/2018 12:13

Just had a quick look at BBSN. Won't comment too much since I'd need to do far more research, but a quick glance suggests it's not one for me. If I compare BBSN to Stilo (for instance) then it looks far less attractive on the criteria I personally prefer e.g. STL is profitable, cash generative with high gross margins etc BBSN boasts none of those things yet has a market cap. 4 times that of Stilo.

However, that's just personal preference, and others may have a better insight on BBSN's prospects.

[russ505] 09/9/2018 10:56

Thanks for your view mud, just on my watchlist for now.

[mudbath] 09/9/2018 10:41

BBSN has been a favourite of poster clocktower for several months now and appears to be performing well.
I took a detailed look at the company on several occasions and have had difficulty establishing any certainty or visibility as to future revenues/profitability.
As such BBSN did not(unfortunately)fit the profile of a company in which I would invest.
By the way,I find those Proactive interviews to be quite (if not very) toxic where formulating investment strategies might be concerned.

[russ505] 09/9/2018 10:15

Good morning Michael and mudbath, any thoughts.(BBSN)

Brave Bison agrees distribution partnership with Tencent


Claire Hungate, chief executive of Brave Bison Group Plc (LON:BBSN), sat down with Proactive's Andrew Scott to discuss the company's strategy and growth opportunities.

Published on 14 Aug 2018

[michaelmouse] 07/9/2018 08:11

No problem Russ.

[russ505] 07/9/2018 08:02

Fantastic Michael, thanks for the invite. Immedia looks interesting, will do a bit of research.

[michaelmouse] 06/9/2018 17:53

Yes apologies it was, but the sales shortfall had been known for some time before this and hence a break-even performance in the interims and increased dividend was a pleasant surprise. As indicated in post 2672, it's 2019 that I'm looking towards.

[rcturner2] 06/9/2018 17:34

mm, that was from the interim results.

[michaelmouse] 06/9/2018 17:28

Russ just to let you and others know that my twitter account is public again if you're interested @michae1mouse. Can't resist posting, blogging and tweeting, it's too addictive even after all my best resolutions :-$ All blog posts will be referenced on twitter FYI. ATB.

[michaelmouse] 06/9/2018 13:09

Yes we know about the 2018 trading statement thanks, but since then we've had the interims and they were still profitable with plenty of cash. As mudbath indicated they also raised the interim dividend by 20%. Better than I anticipated. I expect full year results for 2018 to show revenues around £1.4/£1.5m with a near break-even performance.


Thanks mudbath. I was surprised by the size of the deal. $131,800 is no small beer for the first AuthorBridge contract. I'd guess the Kaplan contract is of a similar magnitude. If AuthorBridge does gain traction in 2019 onwards then the potential for a significant uplift in value is very high, but we'll need to wait and see I suppose.