System1 Share Discussion Threads

[p1nkfish] 21/10/2021 12:28

Week around 25/7 had overhead resistance on the weekly candle to 380p.
Need to break that as a close above. About another 5% on current price.

[cockerhoop] 21/10/2021 10:39

Quite interesting (at least to me) example of how SYS1 added value to GSK with Test My Ad.

[p1nkfish] 20/10/2021 16:27

Good to see push through 280p towards eod. Best forgotten for a year or 2 to avoid temptation.

[srichardson8] 20/10/2021 09:21

the company has a pretty eclectic (major) shareholder register presumably reflecting the situation prior to the disappointing trading period a year or so back. These are encouraging figures though net profit is still well below the immediate previous half. I am slightly concerned that the obvious cost reductions made in response to that difficult period may be reversed too early (e.g. remuneration complaints) but clearly if the company could achieve anything remotely similar in the current half year to the net profit achieved for H2 2020 then we would be looking at a very low p/e and (I think) a reversion to excellent returns on investment.That half to March 2021 was marked by a signifcant R&D tax relief of £0.5mn btw efectively inflating the net profit. This is a very small microcap but if this is for real it may well attract one or two microcap funds. We want and need to see some sustained growth from the change in revenue structure to get this going properly.

[boonkoh] 20/10/2021 08:01

Stunning H1 profit results today, despite increased investment. Brokers definitely upgrading for FY... IMO the 10p EPS is looking more like 15p now.

[boonkoh] 08/9/2021 22:45

Interesting in depth writeup on the latest results by Maynard Payton:hxxps://maynardpaton.com/2021/09/07/system1-better-than-expected-fy-2021-results-reveal-accelerating-data-transition-and-bold-1-billion-market-cap-opportunity/#why-i-own

[adamb1978] 18/8/2021 16:32

I face that challenge too at times!

I've recently amended my rules to change my limit to differentiate between companies which have the potential to mult-bag, vs those which realistically wouldnt do so

[boonkoh] 18/8/2021 15:56

Well, this is the problem with an illiquid share, in an illiquid market.Wish I'd top sliced at 350p and have some portfolio space for topping up at this price point. Can't break my portfolio allocation rules to add more :(

[adamb1978] 18/8/2021 13:53

Only £75k or so changed hands and price off 8%

[boonkoh] 18/8/2021 12:53

Someone's keen to sell into a thinly traded market!Would have picked up a bit more at this price but already committed the max I'm comfortable with in my portfolio.

[boonkoh] 13/8/2021 11:42

Reading between the lines, it looks like Q2 data sales share might be 38% which means by the end of the year, it could be data >50% revenue run rate if the growth continues.Incredible transformation and would support SYS1 being valued at a richer SaaS/data type company rather than a marketing/consulting agency.The only worry for me is that it looks like management are happy to let non-data revenues go in reverse. When that business is still profitable, why not keep it going and growing too for diversification?

[p1nkfish] 13/8/2021 11:39

I'm very self aware thanks to my wife.

Bored of others using these type of forums as some type of release valve when they should perhaps just reduce stress by not being in the market.

Do themselves a favour.

[longshanks] 13/8/2021 11:10

It seems odd that you should be frustrated by a perception of anxiety in others pinkie.Perhaps it is yours that needs addressing

[p1nkfish] 13/8/2021 10:52

No, just tired of people exhibiting their anxieties potentially with a desire to influence others.
If worried, just sell and be less worried.
No need to express it here.

[simon gordon] 13/8/2021 10:23

p1nk,

Tetchy this morning?

[p1nkfish] 13/8/2021 10:17

Why not reduce your stress levels and just sell? Move on, rest easy.

[shouldhavesold] 13/8/2021 10:08

Ok I misread that thanks but still, I’ve been burnt by cryptic director statements before and read that as prob 10-20%

[hydrus] 13/8/2021 09:56

PS they said double digit for H1 not for the full year

[hydrus] 13/8/2021 09:55

Fair point but I guess double digit is quite vague. Presumably business in Q2 last year picked up after lockdowns ended so the comparator is higher than Q1. I guess the pure consultancy work is up and down though hence their desire to accelerate the data product revenue to provide both faster growth and a more reliable revenue stream. I guess their focus is on data also so possibly not pushing their traditional work as much?

[p1nkfish] 13/8/2021 09:51

Were you expecting triple digit growth?
Get a life.

[shouldhavesold] 13/8/2021 09:35

Is this not a profit warning in disguise? If they expect just “double digit growth” for the full year whilst first qtr was 38%, things must have slowed significantly in q2, no?

[shouldhavesold] 13/8/2021 09:34

Is this not a profit warning in disguise? If they expect just “double digit growth” for the full year whilst first qtr was 38%, things must have slowed significantly in q2, no?

[p1nkfish] 13/8/2021 07:42

So when the USA is not quiet it should be even better. Where's the problem?

"We expect double-digit year-on-year sales growth in H1 overall, despite a quiet start to the second quarter in the USA."