Stilo Share Discussion Threads

[mudbath] 31/5/2019 19:24

Stilo has neither "gone pop",nor will it.

An opportunity is presenting itself to take a stake at a most advantageous level.

Will you be investing SL ?

[stilolosses] 30/5/2019 21:15

So it is my fault that this has gone pop.

For several years I have said how misleading sales information has been from some of our "resident market experts" and this has now again come to fruition via the official company announcement of recent.

Maybe you would like to post around the 10,000 posts that I have written about Stilo's troubles, lack of sales, market size etc,etc.

I did turn bullish about 2 years ago due to what I thought the company was about to do but I immediately raised concerns again when their products were either discontinued or failed to sell.

I said nothing was selling but experts argued otherwise; I said the market was small but experts said this was rubbish; I raised concerns about many, many many aspects about the whole Stilo setup but experts like you and co argued otherwise.

[rcturner2] 29/5/2019 15:14

If the revenue is drastically down and they are now loss making then any value here could easily be zero. If their products are not getting any market traction this could be in a death spiral that ends up bust.

[michaelmouse] 26/5/2019 17:06

StiloLosses - post 2967 - "Like I have always said the market size was always so incredibility tiny and small and so it has proved to be the case that management would struggle to get any sales through.

I've been saying all along that everything would be down but I was told otherwise."

You're just showing yourself up SL for what you are. Remember this post less than two years ago? There are many more of course if you'd like me to dredge them up?:-



"They have far too much money coming in, more than sufficient for their day to day running costs, products are building, entering new markets, cash pile getting so big that they feel it is only appropriate to offload it not only through dividends but by undertaking additional development, sales and marketing efforts."

"We all know Stilo slowly but surely continue to build their customer base on a scale that will get huge as time goes on. Just imagine the amount of money they will throw back at investors once Migrate JATS and Authorbridge starts to fill their coffers?"

Your words StiloLosses. I'm disappointed that growth has stalled, but mudbath and I don't try and rewrite history. That appears to be your forte!!

In fact your puerile attempt to write their AGM statement within the last month rather backfired as well. You said trading would be in-line, and it hilariously proved over-optimistic. :)

[mudbath] 26/5/2019 16:13

Well I hope that your bank balance fully reflects this "like I have always said" nonsense.

If not, then what was the point ?

[stilolosses] 26/5/2019 13:00

So not much going to be happening with either Migrate, Authorbridge or Omnimark.

Like I have always said the market size was always so incredibility tiny and small and so it has proved to be the case that management would struggle to get any sales through.

I've been saying all along that everything would be down but I was told otherwise.

"So called resident professional market experts!"

[mudbath] 26/5/2019 09:35

Well put it this way;if I could buy a company exactly comparable to Stilo for a pocket money sum of £1 million,then I would not hesitate to do so;sure in the knowledge that the exceptional fundamentals would shortly propel the value of my investment to several times the initial cost.

Such an opportunity seems about to present itself.

[rcturner2] 24/5/2019 07:36

The AGM statement said

"the Company expects to report a material drop in revenue and a loss for the six-month period ending 30 June 2019"

You guys are on drugs if you think this is a good investment.

[michaelmouse] 23/5/2019 18:29

The last cash balance reported was around £1.3m. The current market cap. is £1.3m. Now I'm sure they've burnt some cash in the past 5 months, but the business itself on face value is now valued at around zero. This is a company that's doubled its dividend in the past four years. Madness!

[michaelmouse] 23/5/2019 16:04

post 2959 - Yes that's absolutely correct if a company is in trouble and indeed that's when most companies de-list.

As you well know though, Stilo International is the polar opposite.

As with Avesco mentioned above, the Directors are substantial shareholders as well. They would have most to lose i.e. large shareholdings and their livelihoods.

If Stilo de-list (as I expect) then with a strong balance sheet, plenty of cash and a return to profitability, I would anticipate an excellent return over the next few years.

Meanwhile, I look forward to receiving their latest dividend on the 30 May. :)

[clocktower] 23/5/2019 16:00

Stilo might yet surprise as they may use a good part of remaining cash to buy stock in the market now that they have the resolution to do so - or 2) they may de-list then use the money to offer a pittance to small holders - then the next step is to consolidate and wipe out those that are left - unless they have a big holding.

Time will tell but I put my money on the second option. DYOR.

[michaelmouse] 23/5/2019 15:49

QP - Oh I see!! I thought I must have inadvertently offended you, although take it from me it's not worth getting into petty squabbles on social media. I've made that stupid mistake too many times. It's just an unhelpful distraction.

I remember you well from Avesco, it was actually a 20-bagger+ for me:-



From lows of 20p all the way up to £6.50 with lovely dividends thrown in along the way including a £1.10 special dividend. If only all micro-caps did so well! Having said that you only need one or two and it's life changing.

I wish you well QP. As regards Stilo International, it's stupidly cheap imo. At the current share price it's yielding 9.6%. That dividend costs them less than £140,000 a year. If they de-list then they'd save £150,000 a year on listing costs so whilst nothing is guaranteed, it looks like a minimum 10% return in dividends every year. Possibly 20%+ longer term if they can return to growth. The balance sheet is terrific for such a micro-cap. Have a little look at the financials yourself, you'll appreciate them since we used similar rationale for our investment in Avesco. In fact, Avesco hit it's nadir of 20p when growth temporarily halted and they made a loss, but that proved to be exactly the moment to buy :)

You might not want to hold a company that may de-list, but for all the reasons above I'm sure you can see why I'm quite content to do so.

Anyway I hope that's cleared up any misunderstanding between us. ATB.

[quepassa] 23/5/2019 15:27

2959.
best post of the day.
bull's-eye

[quepassa] 23/5/2019 15:04

michaelmouse, my response was not to you. it was to RCT.

anyway why on earth would you address any message to me when you think I am an AVATAR?

of course, that was not always the case when we more than ten-bagged Avesco after several years of patient blogging away....


however holding a de-listed private company is an absolute nightmare

all imo. dyor.
qp

[michaelmouse] 23/5/2019 13:45

Yes I'm waiting for that as well mudbath. I can quite understand traders not wanting to hold a private company, but a few of us are ok with it. Each to their own I guess. I'm a long term optimist too mudbath, and believe that the best is yet to come when AuthorBridge sales begin to gain traction. That will hopefully be in the second half of this year and beyond, but who knows for sure?

[mudbath] 23/5/2019 13:37

Remember that STL has invested around £5million developing their software up to and including AuthorBridge v3.
They have undertaken this work in close conjunction with IBM.
In Stilo's latest report, they announce contract wins with VISA for Migrate and with INTEL for AuthorBridge.
This micro outfit just exudes positives,if one chooses to look beyond the shortest of terms !

[mudbath] 23/5/2019 13:22

I believe that the best is yet to come for Stilo International,although one has to be in it to win it.

As for the 1p/1.45p spread;it would be my intention to wait for a de-listing announcement,which might serve to alter the parameters.

[dave4545] 23/5/2019 12:57

I'm just thinking of the margin on those 200k's

One pays 1.45p then 2 mins later one sells for 1p

Should have delisted 10 years ago

[mudbath] 23/5/2019 12:48

No;just enjoying the contributions of other posters as a change from the incessant diatribes from StiloLosses.

The "loss" mentioned is ,I believe,purely the result of STL commencing the amortisation of earlier R&D.(circa £50k PA.

[clocktower] 23/5/2019 12:40

mud gone to ground? :-)

[rcturner2] 23/5/2019 12:36

QP moaning about people posting on threads where they have no interest

[rcturner2] 23/5/2019 12:34

I was under the impression that they are rules about the price at which you can make an offer, i.e. it has to be above a certain level?

[michaelmouse] 23/5/2019 12:13

Of course, another option that I haven't mentioned is that a buy and build software company reverses into it and saves on listing costs, but that's an outside bet. It would make financial sense for someone though.

Or somebody sees the intrinsic value and makes an outright bid. Again an outside bet perhaps?