Sysgroup Share Discussion Threads

[hastings] 22/1/2025 07:29

Personally doubt that, more a case of selling down across a number of positions, which it has been doing.I know that they didn't take part in the placing as opposed to Gresham and Herald.

[tiltonboy] 22/1/2025 07:24

So, Cannacord has been the seller recently for its Discretionary clients. Begs the question under TCF are they a seller of the rest of the holding!

[chrisdgb] 20/1/2025 15:56

Good to see a pick up in volume and get some stock cleared.......

[hastings] 20/1/2025 14:52

A little more patience required I'm afraid. Just completed my BGO piece, then CNC so hopefully Sys later in the week.

[tiltonboy] 20/1/2025 12:31

At last a few buyers. Hopefully sellers are done!

Waiting patiently for hastings report...

[tiltonboy] 16/1/2025 12:08

hastings,

Did you ask him where all of the selling is coming from and why, apart from Heejai purchase on the day, there has been no insider buying.

I'm getting wound-up by the CFO being so "excited" but not putting his money where is mouth is...lol...

[tiltonboy] 16/1/2025 11:27

Look forward to reading. Thanks hastings

[hastings] 16/1/2025 11:03

Enjoyed a very worthwhile forty minute catch up with both the CEO and CFO earlier this morning.As mentioned previously I'll add a write up in due course, but suffice to say I'm happy to hold. Interested to learn that Nat Rothschild joined Octopus as new investors in the placing.

[chrisdgb] 15/1/2025 08:49

That will be very useful in this tumbleweed UK market..!

[hastings] 15/1/2025 08:38

Pleased to say I've got a call lined up with Heejae tomorrow morning. Write up for interest will follow early next week.

[tiltonboy] 08/1/2025 11:33

...and plumbing new depths, but obviously not "exciting" enough for the directors to buy a few!

[tiltonboy] 02/1/2025 10:59

...and no buying. Apart from Heejai there is negligible holdings in the boadroom

[chrisdgb] 02/1/2025 10:18

Persistent seller here........

[tiltonboy] 30/12/2024 11:07

Something doesn't smell right here. Reflecting on the cringeworthy presentation and lack of support. Feels like they are going lower still

[hastings] 11/12/2024 14:41

SWG could make a nice fit I'd have thought.I'm guessing that they'll do a couple of smaller additions before going for something bigger though.Very fragmented space, so plenty of private targets I'd have thought.

[chrisdgb] 11/12/2024 13:38

Would a SYS/SWG combination make any sense.......?

[hastings] 11/12/2024 09:19

I think it'll do well over the next couple of years Chris. Interesting when the Chairman here first stepped into Scapa there was something of a kitchen sink job, before rapid growth and excellent shareholder returns.He's cleared the decks here and they've got the cash to kickstart it.

[chrisdgb] 11/12/2024 08:07

Interesting recovery play for 25'...?

[tiltonboy] 10/12/2024 11:54

Totally underwhelmed!

[weatherman] 10/12/2024 09:22

Off the wall consideration - Heejae Chae could seek the CEO role of RCN and get a takeover for SYS at a good price. CEO of RCN Peter Brotherton is retiring. Or Adam Banks could end up at RCN :D

[weatherman] 04/12/2024 20:24

We all should have bought SYS1 a few years ago, not SYS.

[bamboo2] 04/12/2024 16:17

Notice of Investor Presentation via Investor Meet Company

SysGroup (AIM:SYS), the technology partner for delivery and management of cloud, data and security services to power Artificial Intelligence and Machine Learning transformation, is pleased to announce that Heejae Chae and Owen Phillips will provide a live presentation relating to the Half Year Results via Investor Meet Company at 11:00a.m. GMT on 10 December 2024.

The presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard up until 09:00a.m. GMT on 9 December 2024, or at any time during the live presentation.

Investors can sign up to Investor Meet Company for free and add to meet SysGroup plc via:



Investors who already follow the Company on the Investor Meet Company platform will automatically be invited.

[tiltonboy] 04/12/2024 14:17

Thanks chrisevo, certainly food for thought. I really thought that it was going to be different this time following successive new management teams failure to get this to grow. Some sympathy for AB with what he had to deal with but the shares languish at all time lows.

The lack of a bounce in the share price and a pitiful purchase by a PDMR suggests that there is little confidence in this turning round quickly!

[hastings] 04/12/2024 09:21

I'm trying to touch base with them. Used to speak with Adam Binks via the pr company, but they've been dropped!I'm assuming that the Chair has a clear direction, given the major investment he made when first getting involved and the strengthening of the board.That said, it would be good to hear more and be able to put some direct questions to him.I'll post if I hear back!

[chrisevo] 04/12/2024 08:56

Looks like they have started capitalising internal staff costs, presumably this is work on internal systems project. So that's going to hamper cash conversion ratio but also is another prop to EBITDA. 356k of it, mostly from this H1 25 reported (c.250k). Thats going to need to have its carrying value tested so hope the internal transformation is going well, though write downs will and its amortisation are below the EBITDA line so its a lever atm. At FY24 results investor call we were invited to attend the next one to watch it via VR headsets, wonder if that will still happen given all investor communications/Q&;A are denied at the moment.