Stride Gaming Share Discussion Threads

[moob] 04/12/2007 11:36

heading to 20p?

[moob] 28/11/2007 19:53

what about corporate governance, eh???

[moob] 27/11/2007 22:42

ISSUE OF EQUITY



Strategic Thought Group Plc ('Strategic Thought') announces that options have
been exercised over 48,750 ordinary shares of 1p each ('Ordinary Shares') at a
price range of 1.36 pence to 29.12 pence per share.


This is taking the pee, options at 1p

[smashingguy] 17/11/2007 11:47

iM CALLING IT DOWN TO 24P ON THE NEXT WARNING! thEY USUALLY COME IN 3S

[imprima2] 21/8/2007 13:35

still going down, slowly bleeding to death

[tday] 27/6/2007 20:10

So, the 30,000 trade was a buy after all - and by a director. Shows confidence, I suppose.

[tday] 25/6/2007 16:33

Another 15,000 shares apparently sold at 64p and yet the price doesn't move. Very odd.

[tday] 25/6/2007 14:22

Interesting that the bid price added 1p to 64p today. Then a trade for 30,000 shares - apparently a sell - didn't knock the price back.

Perhaps it was a buy, in which case why?

[jonwig] 20/6/2007 12:41

Well, that's Profit Warning No3 - so it should be uphill from now on, or maybe not.

[iou1lov] 19/6/2007 20:48

A right disaster. With effect from today, Richard Higgs, chief executive, will be stepping down
from the Board and from the Company.

[tday] 19/6/2007 08:59

So much for my theory.

[tday] 15/6/2007 18:24

Results must be out soon. Last year they were announced on 6 June.

[tday] 01/6/2007 15:49

Still creeping up.

Results update due any day now. Recent buying, albeit small, suggests there could be some positive news.

[tday] 14/5/2007 15:07

leytonorient,

Were you referring to your football team?

Meanwhile, STR's share price is climbing ever so slowly.

[leytonorient] 03/4/2007 21:12

Give it a year and they will be laying off staff and they will be begging for rescue funding

Cheers

Lee

[actonman] 03/4/2007 13:28

The statement effectively lays the blame on the performance of the sales team. If thats true it can be fixed with management effort but the worry must be that the problem lies with the product. Perhaps its not such an all embracing Enterprise R M system as they like to think but one that well meets the needs of those industries for which it was first developed but not of such general application as they hoped. The product can be enhanced but that means more development costs and a delay in receiving revenues. At least they still have a cash pile.

Also a bit disappointing to see an impairment charge so soon on the acquisition. The old story of a management flush with new funds paying over the odds in a dash for growth I suppose.

[jonwig] 03/4/2007 11:23

MCap is 26.1m shs × £0.72 = £19m.
NTA is about £4.3m, ie. 16p/sh.

T/O seems stuck around £11m for the moment.
Agreed, if T/O were to grow progressively with new conversions, the company could be transformed back to the early days of 180p.
But at the moment, it's ex-growth and - possibly - waiting for the next (ie. 3rd) profit warning.

You'd think, in today's business climate, that companies would be falling over themselves to use their kit. That, I think, was the story at IPO time.

One to keep an eye on.

[actonman] 02/4/2007 13:53

TDay,

ML increased their holding on 20/3. Only trades on that day were a couple of Riskless Principal transactions at 80p. Maybe more people would buy if they could get them at that price! More recently someone has sold 9000 shares (hardly a massive holding) and has accepted 82p for them as against a bid price at the time of 85p.

I agree with you re the pilots. If they all (or even most) turned into firm orders the stock would fly. But until some do convert all it means is a much higher cost run rate than STR have had before.

[tday] 28/3/2007 14:33

Merrill Lynch have recently declared a 3%+ stake in the company. I can't believe they would increase their shareholding if, there wasn't better news in the pipeline.

What interests me, is the pilot sites which, historically at any rate, have turned into firm orders.

At the last announcement, there were 9 pilots as against 2 the previous year. What's more, they are for bigger customers and potentially for far larger amounts. However, we don't yet know how many of the nine, if any, have been converted into firm orders. Perhaps ML know which is why they have increased their stake.

Anyway, I've recently increased by holding.

[malg] 16/2/2007 13:00

Have just started looking at these today. I am struggling to value this company. Margin decreased from 44% to 25% and net cash flow only 0.18m in last reported period. Any thoughts?

[rambutan2] 06/12/2006 13:38

for the record, herald paid 92p ie that day's on the bid for this latest top up...

[tday] 24/11/2006 08:10

Mildly encouraging outlook statement so, topped up again this morning.

[tday] 23/11/2006 16:12

Who says the company hasn't enough money to cover its debts?

Still holding though mainly because you can only sell miniscule amounts.

Having said that, I'll give the management another chance because, the software does seem to be good.

[holgerl] 15/11/2006 14:31

is there noone left holding this share?

[holgerl] 15/11/2006 14:31

Nothing scares off buyers more than the thought that the company does not have enough cash to cover its debts.