Stilo Share Discussion Threads

[clocktower] 05/11/2018 12:28

Well done SL your comments this morning have seemed to have had a really positive impact on the share price which is now up over 9% (not that it reflects the same change in the offer).

[stilolosses] 05/11/2018 12:09

Absolutely.

Just like the Stilo share price has bee strengthening of late..........or 20 years or so!

"Multi year and incremental developments" are the phrases that Stilo managment are keen to put out there!

[mudbath] 05/11/2018 11:41

The transportation, energy, and manufacturing sectors,not to mention government, are also on course to be regulated,in the US initially,but with a global reach eventually.Again compliance will be a challenge;one where Stilo could emerge as the partner of choice "armed with the right tools and know-how to help you leverage regulatory requirements into a competitive advantage".

It is not difficult to envisage the STL share price strengthening over the next few months and beyond.

[stilolosses] 05/11/2018 11:28

I'm sure you know as well as us all mud that organisations have been using Stilo products for compliance for decades now.

This is nothing new as we will find out as the years go on; just like all the other partnership agreements.

As it happens, I hold Stilo shares but rather than give misleading and completely fictitious information I am simply telling it how it is at Stilo.

Course, I am sure you will not mind giving us information about Mohammed and his mountain in relation to all the other partnership agreements over the last 20 years or so?

But you can't!

Not even Stilo management can.

Just bare facts really! No bitterness!

I'm sure Mohammed would agree too!

Then again, I'm sure you would rather that I too give false and misleading information too!

All will be revealved in March 2019 by the managment team at Stilo.

[mudbath] 05/11/2018 10:12

Agreed robdance.

The mountain is about to come to Mohammed by the looks of it and
it is not just medtech where compliance issues are to the forefront.

As for the StiloLosses "contribution" ,I surmise from his bitter post that he no longer holds.

[stilolosses] 05/11/2018 08:01

Now the reality.

My understanding is that organisations around the worl have sought Stilo's incredibly interesting automated technology since 1962.

But, nevertheless, here we go again; and agian; and again; and yet again!.......and again!!!

Stilo International signs yet another so called exclusive partnership agreement with yet another organisation!

So whats new? Nothing really! Yet just another partnership agreement like all the other countless world leading exclusive partnership agreements that Stilo International has signed during the last 20 years or so that has led to peanuts.

Many, many, many, many, many partnership agreements with the likes of:

Dita Exchange
Easy Dita
Acrolinx
Bluestream
Componize
Vasont
Ixiasoft
Typefi
Fluid Topics

The list is endless but one thing is absolutely certain.

This so called partnership agreement is going to contribute the same levels of revenues as all the other world class partnership agreements that have proceeded before it; just a few quid annually.

It’s not the first time we will hear how many trillions of pounds the industry that Stilo is connected to by way of partnerships but the only categorical facts that you can be absolutely certain about is the levels of revenues that Stilo will generate going forward; annual revenues of between £1.5 to £2 million.

It’s not difficult to work out how this so called partnership agreement will contribute to overall revenues over the next few years. Not difficult at all.

Normal service of 5 steps forward and 4 steps backwards will continue for some time yet.

Can’t see Migrate, Omnimark, Authorbridge or any partnership agreements making much difference to Stilo’s fortune for some considerable time yet……As management had said on record about their products “multi year endeavour and incremental developments”.

In the meantime, they have their work cut out as they now need to work tremendously hard with simply to make up for the £350,000 that has been lost.

Let’s not forget those so called professional market experts telling us about the amount of new personnel that Stilo International were recruiting in early 2018.

Will be most, most, most interesting to see how many new personnel have been recruited at the year end results and the effect on revenues.

In closing, with 2018 coming to an end soon we can now look forward to 2019 or 2020 or 2021 or 2022 or 2023 or 2024 or 2025 or 2026 or even 2027 etc, etc, etc!

..........At the moment they are in reverse gear like normal.

[robdance] 04/11/2018 20:12

could get interesting

SERVICES & SOLUTIONS FOR MDR/IVDR COMPLIANCE AND COST SAVINGS
According to Ernst & Young's report, How the new EU Medical Device Regulation will disrupt and transform the industry:
"It is difficult to estimate, in an industry as diverse as medtech, what will be the total cost of compliance with the EU MDR. One rough estimate is that the total cost of compliance, industry-wide, will be between 3.5% and 5% of revenue" – in other words: $20 billion.
The cost and complexity of MDR/IVDR compliance is a challenge – you need a partner armed with the right tools and know-how to help you leverage regulatory requirements into a competitive advantage.

[mudbath] 04/11/2018 12:49

Thanks michaelmouse for the link.
It is good to see Stilo's long term partnership with Astoria generating a notable success.With a fair wind STL's automated conversion technology will be increasingly sought after.

[michaelmouse] 02/11/2018 16:03

Some Stilo news:-



Cheers.

[mudbath] 28/10/2018 11:39

It would be exceedingly quiet here michaelmouse if we were not to digress.
All good narratives encompass wider issues.

[michaelmouse] 28/10/2018 11:19

LOL. re:TERN I wish you well with it mudbath. Each to their own as they say.

Let's not forget this is the Stilo thread though. Enough of 7digital and Tern on this thread I think.

[mudbath] 28/10/2018 10:52

I have followed 7DIG since pet lover proposed it on my 2017 100% thread @ 6.25 pence.
If I had invested then I would feeling uneasy;yet the rewards might still lie ahead.
Regarding TERN,a heat shield rather than a safety net is a prerequisite,so as to avoid conflagration as it exits the blue sky,pierces the ozone layer and enters hyperspace.

18.75 pence.

BARGAIN.

[michaelmouse] 20/10/2018 12:42

That's good mudbath. Stick with your strategy.

Just for the record re:TERN. My indulgence is a company called 7digital. As you believe in TERN's future prospects, I have similar hopes for 7digital. It doesn't have a "margin of safety" though and has been burning cash like it's going out of fashion recently as it consolidates an acquisition within it's business and thereby cuts costs by £5m per annum. On revenues around the £20m mark 7dig should then turn profitable and cash generative very quickly. I'm hopeful 7digital's infection point is just weeks away.

"I must tread a golden highway" - With 7digital it's been a "Highway to Hell" so far :). I remain hopeful of 7dig turning onto that golden highway!


ATB.

[mudbath] 20/10/2018 11:29

I don't do "margins of safety" and yet my portfolio(of just one currently)has never looked so healthy;so I must tread a golden highway.
Good luck with your strategy.
Like you I am looking for that inflection point with STL.

[michaelmouse] 20/10/2018 10:32

mudbath

I hope that you are aware that I'm a LTBH investor so "trends" mean nothing to me in my investing. As regards STL, it's hugely illiquid but has an excellent balance sheet and pays a healthy and rising dividend. What I'm waiting for is the point at which it starts to consistently grow earnings, that's assuming it manages to do so. If it does then the share price will appreciate with that consistency, but if not the company is conservatively managed with a very healthy balance sheet and tiny market cap. and I'll continue to pick up a nice income. I appreciate that you're already aware of Stilo's qualities of course.

TERN is not a company that interests me I'm afraid. It may well become huge I just don't know because I don't really understand what it does and if it's got a USP and is in huge demand? It's market cap is already £38m and has been significantly higher so lots of expectation is already built in imo. I wish you well with it, and hope it lives up to your expectations, but I need a "margin of safety" and I can't see one with TERN.

[mudbath] 20/10/2018 09:51

michaelmouse

I was flattered by your appropriation of my "its a steel" catchphrase for your blog !
Battlebus has been an investor here over the years;never though managing to catch the trend correctly,rather in the mode of StiloLosses.

Do revisit TERN.
Both Intel and ARM have gone public on their incorporation of DA's Keyscaler technology along with Ryzen,Comodo, Thales,Gemalto etc.

Whilst their revenues are only now building,TERN,I am convinced,could be huge.

[michaelmouse] 27/9/2018 13:23

As I said in post 2701, a temporary overhang appears to have cleared. Very small purchases are now moving the share price back up to a more sensible level.

[stilolosses] 26/9/2018 09:43

Oh dear! Oh dear! Oh dear!

I nearly forgot!

I wonder if Brewins will again do what they did some time ago with thier holding.

In case some of us have forgot, Brewins decided to do a hood hood, wink wink with thier mate David Ashman and off loaded around 5 miliion plus shares to him from thier own pot at a substantial discount.

Maybe we have take 2 of that episode.

Would not surprise me in the slightest if Brewins do do continue adding more Stilo shares to their pot at current and lower levels only to then do the same kind of tranaction with David Ashman and his sons as before.

[stilolosses] 26/9/2018 09:17

Again, you could not make it up.

Brewins have made around 20 announcements to the market over the last 20 years about their dealings with Stilo shares.

Nothing new today.

Brewins either like to buy Stilo shares or dispose of Stilo shares at will whenever it suits them.

Am I expecting growth from Omnimark in 2019 after 20 years of the same....no!

Can we expect much growth from Migrate in 2019 after 10 years of the same....no!

As we all know Stilo has lost revenues on the already small levels that they generate anyway in both Migrate and Omnimark.

So that only leaves Authorbridge!

Nothing has happened here either with version 1 and version 2 over the last 4 years or so.

Management have again stated on record how long the next version is taking. Even if it happens to be ready in 2019, a big even, I certainly only expect very, very small scale tiny, incremental revenue growth.....course, that's only if it is ready.

If in any doubt, the last 20 years annual reports will highlight what Stilo is up against.

The current share price, if not lower, looks about right to me.

I can have one single guess as to why the share price is at its current levels.

Oooops!!!!!!!

Will certainly be very, very, very interesting to see how those massive losses with both Omnimark and Migrate has over the full 12 month period when management report the full year results around March next year.

I certainly think it will be very, very, very interesting reading the full 12 month effects opposed to reading the 6 month results in isolation.

[michaelmouse] 26/9/2018 08:18

That's the temporary overhang gone then and explains why the share price fell so ludicrously to the current level because of it's illiquidity.

[michaelmouse] 22/9/2018 09:13

An update. Enjoy!

[michaelmouse] 22/9/2018 09:12

hxxp://michae1mouse.blogspot.com/

An update. Enjoy!

[mudbath] 22/9/2018 09:00

Do us all a favour and give it a rest SL.

Instead,enjoy Stilo's renaissance.

[stilolosses] 21/9/2018 22:24

You could not make it up if you tried.

Oops!

Let's not talk about the disastrous massive falls to the current lows.

We all know why its at these prices.

Its only time before we are again reliably informed that this is about to take off.

Then again, we have been told this for the past 20 years....maybe that's why its currently at these highs......oops, I meant lows!