System1 Share Discussion Threads

[longshanks] 18/8/2017 11:00

Much as I have been a big fan of this business and all it has achieved it does look like they have lost direction.Can see this dropping back a lot further from here

[pugugly] 18/8/2017 10:37

p/e If ADVFN figures correct still seems far too high (imo) for a people business at high risk of changes and fashions in 3rd party marketing spends.

[tsmith2] 18/8/2017 09:07

Says no visibility but then gives a forecast - huh?

[silverfern] 18/8/2017 08:29

If you have say 1k share perhaps, but any sizeable investor will move the market price when they sell. And illiquid movements are more a matter of luck - someone buys, price goes up; so you can't judge when to sell based on an expected market reaction when there is no market.

[pj0077] 18/8/2017 08:20

Illiquidity works both ways - it has benefited shareholders in this one on the way up.

[silverfern] 18/8/2017 08:11

Why not to buy illiquid shares- £130k share traded, £20m off share price. Mind you, ex-growth in the current climate is not a good sign.

[pj0077] 18/8/2017 07:53

What a slowdown in gross profit growthWAS +28%NOW -6 to -11%The wheels have fallen off this one.

[markie7] 18/8/2017 07:22

oh boy is this going down today.....

[longshanks] 15/6/2017 09:24

I don't know that there is a problem with hiring big names in the US: there will be a cost of hire, true, but the benefits should be substantial if the current growth rates are maintained/accelerated.

[ramridge] 15/6/2017 09:03

Two negative factors behind share price fall IMO.
1. Trading in Q1 slower than expected and 2. Hiring senior people in the US

Both have negative effect impact on eps

[longshanks] 15/6/2017 08:19

Oh dear. Yes the market has latched on to that snippet, coupled I guess with the loss of a senior executive.

[bruceylegs] 15/6/2017 08:03

"Trading during Q1 of our new financial year has been a little slower than we expected, but we remain confident of making further progress over the year as a whole"

[longshanks] 15/6/2017 07:32

Dividend up 80%!!....and a special dividend of 26.1p on top.I haven't digested the full results but am saddened that Alex Bachelor is leaving as he has had a very positive influence on the business.Overall though, these cash distributions are indicative of just how healthy the business must be.

[jonno53] 06/6/2017 20:30

The shares are somewhat illiquid and can move significantly on small volumes. I also think the recent weakness is down to profit taking after a storming run. I sold some in February around £7.30 and a month or so ago at £8.60 only to see the share price rise above £10. The recent update was positive and I expect the forthcoming results to be equally so.

Currently trading at around 20 times next year's earnings, not cheap, but for a fairly unique company with cash on the balance sheet worth holding. Hopefully I am right?

[bruceylegs] 06/6/2017 12:10

Good opportunity given nothing's changed (as far as we're aware); Quality and Momentum scores on Stockopedia are high.

from a technical POV, possible parallel with the recent drop/rise that GAW went through last week.

[maurillac] 06/6/2017 10:55

a bit volatile to say the least !
m

[longshanks] 05/6/2017 17:25

Shares have been taking a bit of a panning in the last week or so.May be linked to recent weakness in USD but possibly just profit taking.Results due out in 10 days with news, possibly of yet another special dividend.

[panic investor] 16/5/2017 18:21

Last para - lol

[longshanks] 16/5/2017 17:16

It looks like SYS1 have teamed up with the nutters at (headed by Ari Popper, previously of BrainJuicer) to develop and test innovative customer shopping experiences using virtual reality.

Could be an interesting and promising development.



P.S. I note that they haven't put up any comment on the UK general election. Still time though for them to predict a landslide win for JC and his apostles!!!

[crazycoops] 08/5/2017 14:18

Sssh... I doubt anyone is aware of that faux pas except a handful of us on this BB.Mr longshanks, a truly prophetic call on the short-term share price. I suspect the illiquidity is playing its part as the volume is very light.

[panic investor] 08/5/2017 13:13

especially when he called the French election wrong

[farfromhome12] 08/5/2017 13:09

Anyone any idea why the sudden movement up?

[longshanks] 05/5/2017 15:14

Flying through £9. Looking forward to £10+ now.This really has been a wonderful stock to follow.

[investopia] 26/4/2017 10:31

If he's right, the shares could fly!