Belgravium Technologies Live Discussion

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gretel 27 Jul 2015

New partnership/distribution agreement Made4net appear to be a sizeable company with a global customer base for BVM to sell into:[link] "Made4net is a global company with office locations in North America, Europe, Middle East and Asia, servicing a reputed list of customers, at various sizes, languages, cultures and business flavors"[link] & Made4Net sign strategic agreement Made4Net and TouchStar Sign Strategic Agreement Bradford, UK, July 24th, 2015 – Made4Net, a global leader in the provision of supply chain execution software, today announced that it has established a marketing partnership with TouchStar Technologies Ltd, a manufacturer of rugged mobile communications devices. Made4Net will now offer its manufacturing and logistics customers a complete radio frequency (RF) communications solution - based on TouchStar’s high quality terminals - to streamline warehouse and distribution operations. Made4Net and TouchStar’s combined RF-enabled warehouse management solution is proven to significantly increase customer satisfaction and profitability through enhanced accuracy and efficiency in the warehouse. The Made4Net portfolio is broad and incorporates route planning, delivery management and container freight management software modules which, again, are perfectly complement the TouchStar hardware range. The TouchStar range includes a variety of form factors including handheld mobile computers, tablet devices, in-vehicle computers etc. As Simon Fishgang, Sales Director for Made4Net UK comments : “We have worked closely with many RF manufacturers over the past decade or so. Obviously, it’s important to us that the hardware component of a warehouse automation project matches the inherent performance and reliability of our software. The majority of our clients are running time-critical logistics operations and the hardware has to provide real-time capability and, more importantly, sustain that level of performance. TouchStar hardware has an excellent reputation amongst a large established logistics client base and we are delighted to formalise our relationship.”TouchStar’s rugged hand-held and truck-mounted RF terminals present warehouse operatives with real-time instructions, such as: goods-in procedures, pick assignments, put away instructions and replenishment duties, directly from Made4Net’s warehouse management system. When these activities are completed, the RF terminals immediately provide data back to Made4Net to facilitate real-time inventory.“RF-enabled warehouse management is a very exciting development for many of our customers as the improved accuracy and productivity in the warehouse is proven to yield huge savings and increase profitability,” said Fishgang. “We are committed to offering the very latest in functionality and technology to enable clients to gain real competitive advantage and, as a leading provider of high-quality RF hardware, TouchStar is a key partner for our business going forward.”Mike Turner, TouchStar’s Group Marketing Manager, is similarly enthusiastic: “In the logistics sector we rely upon third party software products to complete the total client solution. Our own reputation is directly influenced by our choice of software partner and clients can be assured that our criteria are very stringent. We are delighted to be working with Made4Net because of the breadth and quality of their software portfolio and the company’s overall professionalism.”"

shovelier 21 Jul 2015

Re: Today's sp. Thanks for that clarification.

MartinRTucker 21 Jul 2015

Re: Today's sp. If you look at the close price last night which was 4.62p and the current buy price which is 4.9624p, then you can see the price has gone up, however, the the offer price is still 4.25p. Today you could technically say the share price has gone up by 0.3374p or 7.30%. It all depends on how you look at it. If you try to buy or sell, you will get the current correct price.Welcome to the stock market!

shovelier 21 Jul 2015

Re: Today's sp. Just under 25000 in fact.

shovelier 21 Jul 2015

Today's sp. Today's trading consists of one deal slightly over 24000 shares which are noted as a buy and yet the price has dropped. Why? Anybody know?

may_sell 24 Jun 2015

Re: WH Ireland are positive This would be the same WH Ireland that had a 10.5p target in 2012 and 8p target in 2014 would it? There can't be many people who actually take any notice of house broker targets; however, in this context, 6p is quite moderate and so is hardly a ringing endorsement.

gretel 24 Jun 2015

WH Ireland are positive WH Ireland comment with a 6p target price - interesting comment about "a substantial opportunity in the mobile technology space" for BVM:"Belgravium Technologies*# (BVM) – Buy – Change of ChairmanMarket Cap £5m Price 5.25p Target Price 6p (unch)Following on from yesterday’s news that John Kembery had disposed of 7.5m shares in the company at 5.25p each, it has further been announced this morning that he is to leave the board with immediate effect. He will be replaced as chairman by the vastly experienced Ian Martin who joined as a NED in May. Ian has a great deal of experience both in the public and private arena, arguably former chairman and CEO of Avesco plc (AVS) being the highest profile. Ian is also a current director of Chelverton Growth Trust plc. Belgravium continues to have a substantial opportunity in the mobile technology space and, given its operational gearing, any improvement in the top line will quickly feed profitability. We remain at Buy with a 6p price target."

may_sell 24 Jun 2015

Re: John Kembery has left Wouldn't read too much into that PR puff; local rags over the years have always had a rose tinted (perhaps Claret induced) opinion of Eadie/Belgravium, However I agree with gretel that the long overdue departure of Kembery is at least something to be welcomed - even if the coincidence with the sale of the majority of his shares is for purely technical reasons! Let's hope the new broom gets into all the dirty corners...

gretel 23 Jun 2015

Re: John Kembery has left It all seems very amicable and organised, according to this article....things could get rather exciting now. Hopefully BVM will either be transformed by the new broom or will soon be up for sale:[link] source said: “Belgravium needs fresh ideas and energy. Ian Martin is known to a lot of people and he was very successful at media service firm Avesco. He will be good for Belgravium.​“This was a natural exit plan for John Kembery and it made sense.”It is understood there was no link between Mr Kembery’s share sale and his subsequent departure as he had alerted the board to his intentions. The timing is thought to have been for technical reasons.​Mr Martin has worked in the insurance and media industries for over 30 years. Belgravium said that while he was at Avesco, he led a transformation from a faltering company to a vibrant business, with revenues rising from £50m to £140m."

may_sell 23 Jun 2015

Re: John Kembery has left It was always only notionally a PLC and really run just as a private company - so, as you say, a trade sale at about the current share price is a realistic option. I suppose there is always the chance that someone with a bit of vision might take over and make a difference; however I am not holding my breath for this...

gretel 23 Jun 2015

Re: John Kembery has left Excellent news - the new broom is now fully in charge.What will it do to crystallise value? I agree, BVM could be put back on the market, or will more or larger acquisitions be on the agenda?No doubt we'll learn more with the interim trading statement next month.

Another Jacko 23 Jun 2015

John Kembery has left News out today. I guess it remains to be seen whether it's good or bad. Personally I'd be happy for the company to be put up for sale, without the central costs it should be good for profit of £1m a year or so so should be worth more than £5m in a trade sale.

may_sell 22 Jun 2015

Re: Director buying...and JK sells Too all my critics: Why has it taken so long to get to this point? Hopefully it shouldn't be too long now before Kembery stands down as Chairman; having sold 81% of his shareholding in BVM (at about the same price as the shares were 15 years ago) - what on earth was he waiting for?

gretel 22 Jun 2015

Director buying...and JK sells Well, well....The new non-exec, Ian Martin, has bought over 3m shares - and remember that he's a director of Chelverton, who also own a large chunk of BVM.Meanwhile JK has sold 7.5m shares. I have him down as 76 years old now, so it's hardly surprising as a final payday.Perhaps we'll get another RNS disclosing who's bought the other 4.45m shares, since that's over 4% of the company.Encouraging stuff imo. Perhaps things are about to happen at BVM, spurred on by the new broom.

gretel 15 Jun 2015

Good buying at 5.5p just now Interesting - 383,000 shares just bought at 5.5p.Worth remembering that the m/cap is only £5.25m, against which BVM have around £1.4m of effectively free cash/w.cap to spend on more acquisitions etc.BVM have £0.73m cash, £2.83m trade receivables, less £2.14m payables (total payables less deferred income), less tiny borrowings.News last week:[link] Voyager partners ‘miles’ with Tourvestetc"

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