Frankers70
07 Jun 2017
Decent volume today Over 4m shares traded which we haven't seen for a while. Could close at an all time high and tempted to add a few more over the coming weeks. Looking good.
thirty fifty twenty
06 Jun 2017
thoughts on results at 52p I expected a weak H1 as they had talked before about 'investing' for future growth,but it turned out to be a record H1 and they are brimming full of confidence.the most startling figure was the CASH flow and now stands at 11m.the detailed analysis backs it up,but at the highest level 1 world leader tech company due to double profits by 2020 (+ 2 businesses thrown in for free) at a value of 50m net of CASH seems too cheap.All IMHO, DYOR + BoLOMG is in my portfolio
killermanjarrow
02 May 2017
Vicon launches new motion capture software Shōgun The RSN has a tantalising mention of Virtual Reality. OM are look like the market leaders in this motion capture software and I believe that if they can apply it to VR then there's huge potential. Ignoring the VR it's a hugely positive step to be launching the new software to coincide with the new strategy of concentrating on selling these core products.
killermanjarrow
14 Feb 2017
Solid and good long term bet I like the new strategy to focus more on the sales. They seem to have two good products that don't have any major competition. I'm aiming to hold for a while and expect a good return over time.GLA.
Speculator 73
23 Oct 2016
Trading update - future? Good trading update - revenue is up [link] looking at the last year going back to December 2015 there have been 3 million director sales and only 0.1 mil buy - The company has paid out good dividend past 2 years no doubt - the yeild/ and the books look good - news have been far and apart.Anyone any contribution to what lies ahead? Any price traget on this ?Regards
Speculator 73
30 Sep 2016
Re: Results Time? Am I really missing here something?Its 14
0 and nothing as of yet - or do they publish the results at the end of the business day?Or has Mr. Bolton overslept today ? because they were all celebrating last night what a good year its been?Can anyone please shed some light on this - my keyboards F5 key is kinda wearing outRegards
Speculator 73
30 Sep 2016
Results Time? Anyone aware of what time the results are out at ?Nothing on the website or here either ...Regards
cobra19
29 Sep 2016
REsults tomorrow Excellent results anticipated
Speculator 73
23 Sep 2016
2 Huge Sell's today Hmmm .. 2 Huge sells today Wonder which of the directors sold out theirs and/or was it possibly intra trade amongst traders... Based on the company financials a strong company - so wouldnt be expeciting any sell off by directors - but I may be wrong.Any opinions? news? anyone aware of ?Regards
Speculator 73
21 Sep 2016
Final Results 30th Sept 30th Sept - hope next week we have some juicey as well as fruity bits from this lovely company.Already had a tranche in this Have just added another tranche GL
Speculator 73
06 Sep 2016
Re: Rise today Rise today I assume due to contract renewal with Amey .... However final results on 30th - anyone aware of anything that is outstanding in terms of getting a possible special divi and/or otherwise?
pharmaspecialist
17 May 2016
Re: Analysis of Interims at 44p Yes I quite agree, the spinning off of the IP into a compant to be eventually led by the founder Julian Morris is very interesting. It is becoming ever more apparent that this company is very rich in technologies and all credit to the founder for this. However, his move to the spin-off IP company suggests to me that he may feel more comfortable in a technical start-up role rather than commercialising products and services. It seems to me that the big change at OMG over the past few years has been in its ability to monetise its technologies and this process appears to be continuing.
thirty fifty twenty
17 May 2016
Analysis of Interims at 44p The interims are full of positive facts and descriptions.The hiving off of IP re imagery and robotics looks interesting.....The actual monetary value I suspect will be relatively minor initially <0.5m but i think it is interesting that they are deciding to hive off as this means they are focused on having a simple and clearly focused plc which will command a higher rating than one which includes 'speculative play technology' - note how the founder is becoming a NED. this is a significant change of status for the plc i feel.The 2 underlying businesses are performing well - both +20% in profit terms, almost +10% in revenue terms and OMG confident of the future.They also seem quietly confident re the commercialisation of Life in 2016 92 engineering projects) and this could be a catalyst for a further re-rating.As before, net of CASH the business is on a fcst p/e of 10x despite being a growth business in good sectors and significant value to be released from the IP in Life. All IMHO, DYOR + BoL OMG is in my portfolio
pharmaspecialist
16 May 2016
Re: Interims on Tuesday Not sure about another special dividend but there could be a little news which might provide further insight into the value of the company's technology in consumer devices such as cameras & mobile phones. I have recently become a shareholder at a price just below the IC's March 2016 buy tip. For me, the company ticks most boxes as the founder still has a sizeable stake (has not sold any recently) and it appears to be quite conservatively run, with plenty of cash and no net debt on the balance sheet. I also like the fact that the company is profitable and addresses world markets, some of which it appears to have a strong or dominant position in. There is also the "blue sky" upside which may result from applying the company's technology to consumer devices. It also seems to me that the the 50% increase in the share price since the fully subscribed placing at 29p in July 2013 is no more than would be merited by the improvement in financial performance since that time. In other words, I don't think the company is being overpriced by the market and this tends to be confirmed by the p/e ratio. Negatives are that the return on capital invested has not been good up to now, but is improving, and I would guess that the loss of a couple of key contracts could have a material impact on the company's financial performance.
Speculator 73
15 May 2016
Interims on Tuesday Interims Tuesday 17thI do wonder if we are in for another special - not much in terms of news around - however am happy to hold a chicken that lays golden eggs
