Stilo Share Discussion Threads

[clocktower] 01/5/2019 10:10

MM want stock it seems - a few shakes and upwards and onward I guess with little volume.

[clocktower] 01/5/2019 10:08

Keep the good work up chaps, we might yet get the huge rise that allows a very profitable exit once again.

[stilolosses] 01/5/2019 09:42

The current rise in the share price I think is a "spectacular success story." After all, we are only where we are since the turn of the century.

Not bad really having derisory revenues of £1.5 million and a share price of 2 to 3 pence with products that they cannot seem to give away for "free!".

[clocktower] 01/5/2019 09:35

Were doing well with this uplift - must be the last Hurah Hurah let us hope it takes it back to around the 8p spike and then jump ship again eh mudbath.:-)

[stilolosses] 01/5/2019 09:31

Anybody attending the AGM may also wish to ask the following:

1. Will management be able to create any share holder value in the next 15 to 20 years?

2. Why will building on derisory revunues of £1.5 million after 25 years be "challenging?"

3. Can you give Authorbridge away for free for the next couple of years to raise some interest?

4. Is the average spend on Migrate £5000 per customer or £500 per customer?

5. When do you plan to de-list?

6. Will the share price range between the current 2 pence and 3 pence levels for the next 25 years as it has done for the last 20 years plus?

7. Can you help "professional marketr experts" to create more "Fake News!"

8. Can you not just tell us now what your 2019 year end results will be?

9. Is there anything you can do to help our "professional market experts" trade another 20 million shares?"

10. When de-listing does happen how far south will the share price plummet?

[michaelmouse] 01/5/2019 09:23

Yep. I currently receive a very healthy dividend yield. The income I'd get would be exceptional though if I could buy with a dip to a 1p mudbath on any potential de-listing. I'll patiently wait to see what happens, hoping that the share price will come back for me. If it doesn't then so be it. I've a decent holding and income as it stands.

[mudbath] 01/5/2019 09:08

Me too michaelmouse,although I am already taking all the available shares whilst the share price is so depressed.A big seller would be helpful.

[michaelmouse] 01/5/2019 07:54

A little bit more maths for you. If the share price fell to 1p (let's say) on announcement of intention to de-list then the company would be valued at £1.15m. That's a whopping 70% discount to NAV and less than the current cash of £1.3m on the balance sheet. As mentioned above, Stilo is profitable, cash generative, no debt, rock solid balance sheet and pays a 6% yield. Just a silly valuation but I have seen daft valuations before :).

Bring on a de-listing and a share price collapse to 1p, I'm currently backing up my truck. GLA. ;)

[michaelmouse] 01/5/2019 07:39

De-listings are normally associated with companies on the brink i.e. loss makers burning cash with very poor fundamentals and certainly not paying dividends. Stilo International is the opposite. It's profitable, cash generative, no debt, rock solid balance sheet and pays a 6% yield (at 2p).

De-listings can take many forms e.g. management buyout. Stilo's management can't force a de-listing anyway. They only have around 25% of the equity and would need 75% of the vote.

If a de-listing were proposed with Stilo (see above) then (assuming an offer for the entire share capital was not forthcoming) then I would vote for a de-listing. The share price may (or may not) temporarily fall further but would inevitably attract significant buying interest (I would certainly load up). At present you get a 6% yield, if the shares fell to a 1p that rises to 12%. Add in the cost savings of £150,000 per annum from a de-listing then the dividend could reach around 24% (assuming a 1p share price). They also operate a progressive dividend policy and the potential is you'd get your money back in dividends alone in four years. The maths is compelling.

If they do de-list then I'll be a very happy holder, and come back every half year to report on my very sizable dividend returns and how the company is progressing with it's sales of Migrate and AuthorBridge. Whatever will you do with your time SL? :)

[stilolosses] 30/4/2019 23:58

Does not take an intelligent person to work out why Stilo is where it is and looks like some so called "professional market experts" too have awoken to smell the coffee.

Like I have been saying for some considerable time, Stilo has been in decline for decades not just a few years. They did have a little bit of a light at the end of the tunnel some time back but this subsequently disappeared.

In terms of the share price, we all know what happens during a de-listing.

What management will be able to offer its shareholders is possibly a better dividend on the understanding that they lose nearly all of their original investment when the shares price falls through the floor when de-listed.

Of course, management would rightly expect you to say “Thank you” to them for the privilege of wrecking your investment for the sake of a small dividend.

So, invest £1000 with us, see that fall to near enough nothing but hey, don't worry, because we will give you a little dividend which will keep you happy.

Course, the dividend is always subject to the business continuing to be profitable and it is never guaranteed because “Professional market experts” will tell us so.

Lets not forget those so called “professional market experts” never saw this coming.

Stilo have been in decline since they listed all those decades ago; the share price has traded at these levels for over 20 years and now management tell us again "the current year is going to be challenging!". You could not make it up if you tried.

Like I have always said every year is the same. We have been told for the last 20 years plus it’s about to happen. A breakthrough is about to happen etc, etc, etc.

Stilo will need to take a few steps back yet and continue in reverse gear for some time before they even think of going forward. Exactly the same story as the last 2 to 3 decades.

They have no products that are going to be taken up in an incredibly small, minute, tiny market.

For numbers sake each new customer that they get for Migrate or Authorbridge brings in around £5000 on average but as we all know the new revenue that they make with one had they happily lose with the other just like the last 20 years plus.

As we all know, even if Stilo were to increase revenues by 0.001% this current year, from the dismal 2018 numbers "professional market experts" would again explode onto the scene and say this is a "rare success story and the company is back into growth!”..

Like I have always said, 10 steps backwards, 2 steps forward is the pattern that will follow for sometime as Stilo has no products that anybody wants to buy on any serious note with the so called new Authorbridge not even being taken up for free in any serious manner.

They could try reducing the price of Authorbridge from the current $100 per user per year cost to $20 per user per year to see if they can get some more interest.

Maybe they could also reduce the price of Migrate because after 12 years plus that only still brings in peanuts and accounts for a small amount of the overall paltry £1.5 million revenues.

Omnimark is over 25 years and brings in around 80% revenues and has remained at these levels for most of those 25 years, give or take 10 years.

Don't worry, though, if they don't increase revenues and profits in 2019 we will always have 2020, 2021, 2022, 2023, 2024, 2025, 2026, 2027, 2028, 2029 or 2030........2050 is not far off either!

Then again, the de-listing with great dividends and a spectacular fall in the share price could be the icing on the cake and could come sooner.

In the meantime, we could help our "resident professional market expert" to create some "Fake news" that does not exist in order to help him trade another 20 million shares in order to keep him happy.

I will happily be issuing my AGM report soon.

Mind you, a group of 12 year olds could issue Stilo's AGM report too!

[michaelmouse] 30/4/2019 20:54

Here's my take on the company gentlemen. A de-listing would be excellent giving a possible double digit dividend yield. However, the Directors hold around 25% of the equity and would need 75% of the vote to secure any de-listing. I'm disappointed that growth appears to have stalled temporarily at least, but the shares offer superb value. The balance sheet is rock solid and the dividend payment increased 20% this year and has doubled in four years. I don't ever recall seeing a micro-cap where the fundamentals were so strong. Anyway, DYOR as they say!!!

[clocktower] 30/4/2019 20:44

LOL - Q1 - What do you call high mud - what was it price when it floated?

[mudbath] 30/4/2019 20:28

Q1 Share prices fluctuate.BUY low(now),sell high.
Q2 Inconsequential, but see prelims,ie:-R&D + Dividends.
Q3 Delisting excellent,but unlikely.BOD need to exit.Either way,holders do very well.
Q4 I would not agree,for STL is going from strength to strength.

Go for it !

[clocktower] 30/4/2019 17:55

And what about listing all the negatives mud - I think you might find the list is longer - but please do not overlook the directors holdings and buying pattern.

Question 1: Why is the share price is low as it is, after all these years of falling with just the odd spike here and there.

Q2: cash reduction

Q3: Do you not think that de-listing would be good for the company, in view that it costs so much to retain the listing.

Q4; would you not agree that things have gone downhill since the move in part to the US.

[mudbath] 30/4/2019 17:48

Well thanks for an answer anyway clocktower;not that I appreciate your reasoning.

£5 million invested in the development of Migrate and AB.

Over £1 million in the bank.

VISA and Intel just come on board.

Dividend income as the icing.

This company is just abounding and resonating with buy signals.

[clocktower] 30/4/2019 16:06

mudbath - it depends who the buyer/seller is - so I think that is rather unfair to ask SL for his view.

For instance, if it were the members of the BoD buying then without doubt it would most likely be a buy, however on the other hand, if you did not want to risk having your funds tied up in a de-listed company, and as it stands one with little liquidity, surely you must agree that most investors would be better off with their money in National Savings income bonds. :-)

[mudbath] 30/4/2019 14:40

Could the man who is never,or only rarely,wrong,please advise whether STL shares are a buy or a sell at this level(1.7/2.3p).
Thanks.

[stilolosses] 29/4/2019 11:14

Don't worry though.

I understand your reasons as to why you want to make up news that does not exist for financial gain.

That I can understand.

Stilo management will soon be talking about delisting as they have started the process already.

Stilo is certainly a strong buy for you as we all know you want to trade another 20 million shares for financial gain. That I can understand.

I thought you was promoting TERN as the best share.

[mudbath] 29/4/2019 10:38

Nonsense(as usual)StiloLosses.
VISA and INTEL are as significant as they come.
Who are the "decent names" that you believe STL should "attract".
As I said,unbridled bigoted nonsense.

STL are a strong buy at these levels.
VERY STRONG !!.

[stilolosses] 29/4/2019 10:17

Good morning Mr Mudbath, alias Stevenkennedy and co!

Least these so called "girlie bouts of pique that I am currently and have previously experienced" have been spot on.

The Visa and Intel contracts are insignificant to Stilo International in terms of financials. In terms of name, status and the ability to attract some decent names they certainly tick the boxes, just like the EMCs, Cisco's and IBM's of this world before them during the last 25 years or so.

I will be more than happy to remind you how valuable Visa and Intel ended up in terms of financials in 5 years time if Stilo is still listed by then.

Just another lazy excuse for "Fake News" as normal for you just like you have been creating "Fake News" during the last 12 years or so that you can trade another 20 million plus shares.

AGM to follow soon. Not that we don't already know what that will say anyway.

[clocktower] 29/4/2019 09:06

Are sure there are no rockets in the silo Stilo?

[mudbath] 29/4/2019 08:51

What your closed mind chooses not to appreciate SL is the sheer global scale of this transition to DITA by VISA and the resources being allocated to facilitate it.
How big is the VISA contract for Migrate and equally is the Intel take up of AuthorBridge a sign of serious traction being gained and a precursor to notable revenue generation.

These are two of the topics for discussion at the AGM,as opposed to your girlie bouts of pique that you would parade before the BOD.

[stilolosses] 28/4/2019 23:25

Funny you should say that.

Just another "make up story" by our resident professional market expert so that he can trade another 20 million shares etc, etc, etc.

I will happily be issuing my AGM statement for 2019 shortly.

I'm sure management has been using that line for several years now. Incidentally, they have also been telling us for many years that they market was growing rapidly before changing that to just growing.

You only have to look at the past 20 years outlook statements and the current outlook statement is no different.

Visa, just like IBM and Cisco and every other gigantic company who have used Migrate does so to convert just a few documents here or there to the tune of £5000 plus, apart from the odd company that comes around once every 20 years like that one who had a 3 year contract back in 2015.

Just another lazy attempt by our “resident expert” to conjure up something that is not there just for the sake of it so that he can trade another 20 million shares.

1 out of 10 from me for that feable attempt.

You really, really, really need to come out with something a lot better.

My AGM statement to follow soon will not be far off from that of managements.

[mudbath] 28/4/2019 11:37

Stilo,in their recent prelims, state that, "It is anticipated that adoption of the DITA standard will spread internationally over the coming years."

Interesting and topical then that VISA, the a global payments technology company, is in the process of transitioning from Docbook to a new DITA authoring system

Stilo International report that VISA have involved Migrate.

[mudbath] 26/4/2019 21:56

Escapetohome

Not funny, yet a very attractive buy in my book.

Two of Stilo's latest clients,namely Intel and Visa,are intriguing additions to their already impressive customer list..