Universe Share Discussion Threads

[srpactive] 29/4/2020 08:34

t

Well I cannot disagree, I best buy some more then.

[tjbird] 28/4/2020 14:04

6p within days

[srpactive] 28/4/2020 13:44

Yes I have to agree the chart recovery could be swift
and sharp. Hopefully not too sharp as I want to
accumulate more. It is nice being back here it feels
like coming home, I remember buying rtd retail decisions
at 3p and up and getting bought by Carl Clump and the management for
the equivalent of 41p. Those were the days.

dyor

[onjohn] 28/4/2020 13:18

big gap to 8

[srpactive] 28/4/2020 08:01

d

Yes that is what I thought the delivery vans will be using
lots of fuel.

I was in here many moons ago, pre retail decisions spin off,
I have returned, and will increase on any good news.

dyor

active

[dealit] 28/4/2020 07:15

Yes, very positive statement in a negative time that the country is going through.

[arthur_lame_stocks] 28/4/2020 06:58

Not a bad update today, sounds as though they haven't been as badly affected as many have during the crisis and no talk of needing extra funds.

[albanyvillas] 18/3/2020 12:23

penny fart coming

[dealit] 08/1/2020 17:53

Their could be an announcement soon hopefully IMHO the last one was last Sept.

[davidosh] 08/1/2020 17:06

It is an active company not a shell. Hopefully business is now on the up so performance will speak for itself.

[wton1] 08/1/2020 16:24

Wow long term chart used to be 40p

[wton1] 08/1/2020 16:17

Something happening

[wton1] 08/1/2020 16:16

Would make a great shell for some one like Vin Murria

[wton1] 08/1/2020 14:54

Whats yanking this one

[dealit] 12/12/2019 17:47

Some news would be nice.

[darryn1] 29/11/2019 01:07

Many thanks for your prompt and very interesting response dangersimpson2. I'll also look out for a PI recording to appear, hopefully in the near future.

[dangersimpson2] 28/11/2019 19:02

Was recorded by PI world I believe, but not gone up online yet as far as I can see. I attended the presentation - was a bit rambling IMO, Jeremy Lewis seemed to love the product so much he spent most of the time focused on that and we didn't get into as much detail on the financials as I would have liked. Not necessarily bad to have a CEO that is passionate about the product and to be fair the things UNG can offer convenience stores is really impressive, and better than the current technology that the big supermarkets have at the moment - personalised adverts & offers, in-store guidance to products etc. I just doubt whether anyone would bother with this when they go into their local costcutter for a 4-pinter!

A couple of other points that stood out to me:

- Celtech acquisition was really positive for the company - lots of cross-selling opportunities & all back end systems are transitioning to ab-initio.

- This should drive modest revenue growth (UNG are in the sweet spot with about 7% market share - enough to be a player, with a decent client list, not enough that growth would be difficult. Aim is to go from 7% to 12% market share in the next few years.

- more importantly, net margins should head back towards the 10% level as they transition completely to ab initio for back end systems.

If you do the maths on the revenue increase and margin increase you get some pretty decent profit figures compared to today's price. The question is can they deliver? If they do this won't be an overnight thing - they are targetting mid-21 - but the market is forward-looking so I'd expect the price to significantly appreciate in the next year or so if they are showing signs of delivering.

The presence of two strategic funds on the register - Downing & Gresham House - means that they will be getting the guidance/support they need, and pressure to deliver too. I know at least one of those funds seems confident that they will be able to do what they say.

I also wonder if they would make sense as an add on to one of the bigger players in the sector. For example, they do all the Morrisons petrol stations but not the stores where a much larger company is needed to deliver the PoS tech. Could be a cheap bolt-on to such a company to immediately add market share & cross-sell. Just to be clear, this bit wasn't talked about by the company though - this is just my general musing.

HTH

[darryn1] 28/11/2019 16:13

Currently evaluating this company as a potential investment. I note that they recently made a presentation at a Mello event a couple of weeks ago. Can anyone please provide a link to it in order to assist me in my evaluation process. TIA

[davidosh] 14/10/2019 21:39

Just to let shareholders and potential investors in Universe Group know that the management team will be exhibiting and presenting at the two day Mello London investor conference in Chiswick London W4 on Tuesday 12th and Wednesday 13th November and there will be an opportunity to take part in a Q&A at the end of each presentation. These are just a few of the companies taking part...



There will also be lots of quality keynote speakers, panel sessions and round table discussions looking at investment strategies & portfolio diversification plus sessions on.... How does a market maker work your share trades? What is undertaken in a company audit? What is hidden on the dark web? & how can retail investors get access to placings?



If you would like to join the thousand investors at the event you can gain 30% discount on your ticket by entering the code ADVFN30 when you purchase your ticket.

[loganair] 26/9/2019 11:39

Universe say they are a FINTECH company.

In the USA FINTECH companies are roaring away, sadly however Universe seems to be just plodding along.

If Universe had been a USA company it seems to me they would be have a Market Cap of several $100mlns instead of the £12mln Market Cap they currently have.