Sytner Group Share Discussion Threads

[knobbly] 10/9/2020 11:23

Well, at least the share price hasn't been affected by Covid...

[last of the mohicans] 06/8/2019 15:17

From CharmDate find/email me at [e-mail]

Lastofthemohicans-13

[last of the mohicans] 31/8/2018 19:40

Deal is with Vodacom

Which is 64.5% owned by Vodafone for those that don't know.

See


Syntonic has also released its annual report


LOTM

[last of the mohicans] 29/8/2018 12:40

Horneblower

Trading halts on the ASX are not like trading halts here (they are usually either for capital raises or ahead of the release of price sensitive news)

It came out of the trading halt using the feeble excuse of closing the Zenvia deal in Brazil.

The material licencing agreement with a tier-1 telco is still in the works, yep 21 business days and counting.

People are starting to cotton on to that fact.

As for the tier-1 telco, there are only 30 of them (less when you take-out the large single country ones because this deal is with a multinational Telco).

Names in the frame, I's say we're looking at Vodafone, Telefonica, Movistar or MTN.

Watch this space ………;……̷0;……..

LOTM

[horneblower] 15/8/2018 13:17

Oh dear, oh dear.
Trading halted since August 1st.
Not a happy position. Thankfully, I sold some way back...at a whacking loss!
Is it curtains?

[last of the mohicans] 06/8/2018 07:21

Quarterly report was extremely disappointing from a revenue prospective.

I suspect the shareprice would have got hammered had they not gone into a trading halt immediately afterwards.

So now we wait on the news on the material licencing agreement (due Thursday apparently)

LOTM

[last of the mohicans] 19/7/2018 07:01

I'm looking for revenue being over A$650,000 for the June quarter.

Not sure if people have viewed this but its worth reading just to get a sense of what could be coming in the next 105 days.



State One in the broker report are forecasting that revenue should rise from A$630,000 in the June quarter to A$1,135,000 in the September quarter, ie 100%+ growth in the high margin Services revenue.

The train is leaving the station, only the passengers haven't noticed it yet.

LOTM

[last of the mohicans] 04/7/2018 10:35

From CharmDate find/email me at [e-mail]

Lastofthemohicans-13















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Hi Hornblower :)

You might want to have a listen to the 28th June Webinar.



or directly on

It's true that the share price has yet to reflect what's happening on the ground, but that will change pretty soon, as the land grab gains further momentum.

Installation smartphone table

Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7
Date Quarter Gain Q to Q % Month Gain M to M %
Aug n/a n/a n/a 7.45M n/a n/a
Sept 20.10M n/a n/a 20.10M 12.65M 170%
Oct n/a n/a n/a 21.63M 1.53M 7.6%
Nov n/a n/a n/a 23.40M 1.77M 8.18%
Dec 25.365M 5.265M 26.19% 25.35M 1.965M 8.4%
Jan n/a n/a n/a 27.36M 2.05M 7.9%
Feb n/a n/a n/a 29.505M 2.135M 7.8%
Mar 18 31.777M 6.41M 25.28% 31.777M 2.272M 7.7%
Apr n/a n/a n/a 34.16M 2.383M 7.5%
May EST n/a n/a n/a 36.83M 2.67M 7.70%
Jun EST 39.72M 7.94M 25.00% 39.72M 2.8M 7.61%
Jul 42.9M 3.179M 8.03%
Aug 46.2M 3.30M 7.69%
Sept 18 49.65M 9.93M 25.00% 49.65M 3.451M 7.47%
Dec 18 62.06M 12.41M 25.00% n/a n/a n/a

Please note all of the numbers in bold are either from the November presentation or from ASX announcements since then & are official Syntonic numbers.

--------------------------------------------------------------
So given we're now into July, for the company to have achieved its target of 25% quarter on quarter growth in the June quarter, we should now be installed on approximately 40 Million phones & growing by " 100,000 each & every day.

How much revenue that is now generating is anyone's guess.

LOTM

[horneblower] 02/7/2018 22:30

LOTM,
This looks dead to me.

[last of the mohicans] 05/6/2018 14:54

Now in a trading halt . . . . . . .

The key part of the trading halt is this .....................

"pending the release of an announcement to the market in respect of a material licensing agreement."

Nazara is a partnership agreement (26th Apr)

Aktay is a non-exclusive reseller agreement. (3rd April)

However the Aktay announcement also included this statement regarding Dataflex (bullet point 5 .... broader Monetisation of Syntonic Dataflex with several additional resellers and Major customers recently identified at MWC 2018.

Business activities update (14th March)

Point to note from that announcement (from middle of Page 2) ............... new activation growth in 2018 spurred by an increased number of Syntonic technology licences to additional operators and the Tata Communications worldwide deployment of its SDX.

So in summary the announcement when it comes will have nothing to do with reseller's or content providers because they don't get licensing agreements.

It could still be to do with Dataflex, depending on your definition of what a "major customer" is (Telco or Company) and what Syntonic are licencing them.

It might even be the first licencing of the International Traveller product.

However the best bet would be that another Telco has signed up for Syntonic Technology's.

Given that it is classified as a material announcement & we already have 2 Telco's onboard it has to be either a big Telco player or one that is making a substantive upfront payment to gain access.

Exciting times................

Oh & I should have added, if you go back to the November presentation (which is very old I know) and look at page 18 (I'm sure someone can copy the screen into the thread if need be).

The only time the word "licence or licencing" appears against any of the Syntonic products is under the CSP (Connected Services Platform) section ............

- Continued licencing to mobile carriers worldwide

LOTM

[last of the mohicans] 04/5/2018 00:58

Horneblower,

Quarterly report was much better than I was expecting.

Especially when you factor in the transition from Sales to Service revenue that is occurring.

We should see good growth in the June quarter.

LOTM

[horneblower] 21/4/2018 15:27

LOTM... deluded fantasist?

[horneblower] 15/3/2018 13:09

Looks dead in the water to me.

[last of the mohicans] 16/2/2018 00:43

Far from dead in the water.

I think its starting to pick-up but not expecting too much in this quarters revenue number, would expect to see that pick up considerably in the June quarter.

I also want to see how Vodafone did with its "Overpass" product in the December quarter to see what type of growth it had.

Going by some of the IR replies to Hotcopper investors, Vodafone might be the next Tier 1 Telco that eventually signs up. There clearly going to be trialling it in Kenya & Turkey (having already seen it in action in India but with less features).

LOTM

[horneblower] 16/2/2018 00:16

It's not dead in the water, then?

[last of the mohicans] 15/2/2018 23:53

horneblower,

Sorry not looked at ADVFN in a while, probably because SYT has been much slower at getting the growth it needs than should have been the case. Too many unpaid trials etc

Looks like they've sorted out the Tata agreement (ie learned lessons from the old one that wasn't bringing in any $$$)





I'm expecting to see a few things appear at Barcelona latter this month.........


Hopefully it will now start to perform as a very good investment, given the installed smartphone base is growing at 2M+ handsets a month now.

LOTM

[horneblower] 15/1/2018 15:42

Last of the Mohicans,
Do you have anything to say on this?

[gary1966] 25/10/2017 18:23

Big swings overnight. Traded down to A$0.024/5. Can't see any news that caused the drop.

[knobbly] 26/9/2017 09:27

Just to gate crash the party - agreed HZM looks interesting.

[gary1966] 25/9/2017 14:09

Well you two made me look at the chart and the RSI is elevated, and appears to be rolling over, and at the levels it is at, historically, the share has sold off. As a consequence I sold my 440K holding at the princely sum of A$0.033 for a £5K loss. Will keep an eye on them as if the chart plays out the way it normally does then A$0.022-24 is entirely possible. Happy to cut and run on this one as monetization seems slow even though I really like the idea behind the tech.

HB, As an aside have you taken a look at HZM? Not too dissimilar to ARS but probably a little closer to production. Management seem on the ball and things progressing well.

ATB

Gary

[horneblower] 23/9/2017 16:02

...indeed.
That's why I suggest it might be time to bail.

[knobbly] 22/9/2017 08:39

Hmmm. Trend not looking wonderful.

Lower Highs and lower lows.

[gary1966] 21/9/2017 13:02

LOTM,

Are you still here or moved on?

Nice to see a firmer price of late.

[horneblower] 20/9/2017 08:48

Cor blimey. Strike me down with a feather. We're back at 3 cents.
Time to bail?
No fool like an old fool. I'll wait and see.

[horneblower] 25/8/2017 10:57

Well, this has turned out to be a dog.
The chart is bearish with a new target of 1.8 cents.