gretel
06 Jan 2015
Acquisition RNS just out Good news - AFS acquisition now completed, and with £33k more cash in the bank than previously anticipated, reducing BVM's net cost....[link] I also note the further comment about the acquisition being earnings-enhancing.
gretel
02 Jan 2015
Success for BVM partner Encouraging to see Proteus, one of Touchstar's major and most longstanding partners, boasting about lots of success recently:[link] ends the year on a high 23rd Dec 2014 2014 has proved very successful for Proteus and draws to a close with 3 new business wins. David Gray CEO says " We are delighted with the outcome of 2014. We are looking forward to continuing the success into 2015." More details of the new business wins will be announced in the New Year."And:"Success brings expansion to the Proteus team 27th Nov 2014 Due to a series of new business wins, and growth plans for 2015 Proteus is looking to expand still further our Project Implementation team. We are actively seeking to recruit an experienced Warehouse Professionals with application software knowledge and operational experience....."
Another Jacko
31 Dec 2014
Re: Back to 10p by end of Jan? It'd be nice Martin But I wouldn't hold your breath if I were you.
MartinRTucker
31 Dec 2014
Back to 10p by end of Jan? Back to 10p by end of Jan?
gretel
30 Dec 2014
Still on a bargain rating Nice 100,000 buy at 4.72p this morning.Post the recession dip, BVM will now be able to post EPS growth as follows: 2015 forecast - 0.7p EPS, 0.15p dividend 2014 forecast - 0.5p EPS, 0.13p dividend 2013 actual - 0.4 EPS, 0.1p dividend 2012 actual - 0.33p EPS, 0.1p dividendThat's 21%, 25% and 40% EPS growth, and a 2015 prospective P/E of only 6.4.Plus a 3.3% yield.
gretel
29 Dec 2014
BVM tipped for 2015 in blog Good to see some attention being paid to the transformation happening here:[link]
vik the ram
24 Dec 2014
Re: Trading statement next month I agree, and I usually set a limit within the spread. I have even bought this share at below the quoted mid-price. The problem, though, is that some investors are put off by the apparently large spread and don't test the market. Some telephone brokers will discourage buyers by reading out the quoted offer price and the silly small 'normal deal quantity'For all shares other than the very liquid large companies, one should avoid placing a 'at market' order.
gretel
24 Dec 2014
Re: Trading statement next month Vik, you can usually deal well inside the spread - anyone put off the "published" spread is well advised to either try a dummy buy online or phone their broker, as the published spread is completely misleading.
vik the ram
22 Dec 2014
Re: Trading statement next month Agreed. Ridiculously undervalued and overlooked. A real bargain, but a seemingly high bid/offer spread must discourage investors. Perhaps a share consolidation is called for.
gretel
22 Dec 2014
Trading statement next month Hopefully next month BVM will as usual issue a full year end trading statement.This should confirm at minimum 0.5p EPS and a 0.13p dividend, as per the latest forecasts.The contract falling into next year should underpin 2015 forecasts of 0.7p EPS and a 0.15p dividend.Once these figures are confirmed a P/E of 5.5 - and an almost 4% dividend - will make BVM look pretty cheap at 3.88p.The company: - has made two acquisitions in the last 18 months - has transformed itself with new products and entering new sectors (rail, aero etc) - has moved into software as well as hardware - has a sound Balance Sheet - and has seen the world shift in its favour with the spread of warehousing and distribution centres for internet salesI see no reason why the share price shouldn't move from the current 3.88p to say 6.5p-7p from here assuming a decent outlook and 0.7p EPS for 2015, and then on to 9p-10p over time if PBT continues to move in the right direction from 2014's £0.5m.
gretel
16 Dec 2014
New contract win A new contract win for roll out before the year end:[link] "“A Recipe for Success” - Kitchen Specialist Nobia Select TouchStar’s Boston 8550. Leading European kitchen specialist Nobia, selects TouchStar’s real time mobile computing solution. Utilising the “Rugged by Design” Boston 8550 Handheld, the solution will be implemented as part of a technology refresh to provide increased visibility and accuracy improvements across their Darlington facility. Nobia is Europe’s leading kitchen specialist. The operation consists of developing, manufacturing and selling kitchens through about twenty strong brands and as a contract manufacturer. Sales are managed through multiple channels including 440 of their own stores as well as a network of franchise stores and retailers. The products are also sold to professional construction companies, which in turn sell the kitchens to the end customers. The management of multiple sales channels within their overall logistics operations is critical, as such, Nobia are continually working towards adapting and improving their internal IT systems to fulfil these. In particular, the management of their warehouse and picking process provides the key to achieving the accuracy and visibility required to effectively manage their warehouse and distribution operations. As part of the continual improvement process, Nobia were looking to upgrade their hardware infrastructure in order to maintain accuracy within their existing picking process. In addition to this, they were also looking to secure additional efficiency and operational gains to maximise the productivity within their Darlington facility. Following a thorough review of their IT requirements, Nobia selected the “Rugged by Design”, Boston 8500 handhelds as offering the best “closeness of fit”. The upgraded process will make optimum use of the latest generation in TouchStar IT technology, securing fast, reliable and accurate data for efficient management of the picking operation. The solution will see Nobia continue their successful business relationship with TouchStar which has seen them fulfilling their mobile computing requirements for a number of years. The solution is set to rollout within their Darlington operation before the year end and will see Nobia secure numerous tangible benefits as they move into 2015."
psmith64
12 Dec 2014
Re: Access Fire and Security No just did a visual may_sell but you are right that is not good if the links don't work.That should be the first thing to get sorted unless they integrate it into their own web site.So what is the history here. Why the big drop over the years ?It seems quite cash positive so all can't be too bad at the moment and unlike a lot of AIM companies it does a small dividend at the moment so their must be some regular profit.I am guessing there might have been some cash calls and dilution over time for the price to be where it is now.
may_sell
12 Dec 2014
Re: Access Fire and Security I think you're living in cloud cuckoo land if you imagine that AFS owns the building, but I'm happy to be proved wrong by anyone that has the facts.Have you actually tried using the website - as opposed to just posting the link?1) The two news items a day apart are identical. Also try pressing 'READ MORE' and see what happens;2) None of the other 'MORE' buttons on the home page actually do anything;3) Similarly (and worse) the link for 'Latest News' is empty - so does nothing<li><a href="#">Latest News</a></li>(to see the effect of this, try pressing 'Latest News' from any other page on the website)Need I go on?All I can say is that your threshold of an OK website is exceedingly low! Simple and very cheap to fix, so why didn't they do anything for 6 years?
psmith64
12 Dec 2014
Access Fire and Security Anyone know if AF & S own their high street building ?I see there is assets on the books at over £ 200 KA google search shows this as their base:-x7d2c6f9de3fee3b0!6m1!1e1?hl=enThis" target="blank" rel="nofollow">[link] site looks ripe for redevelopment into residential.Somebody said their web site looked a bit mickey mouse but it looks OK to me:-[link] they do own the building and the office can be integrated into existing operations then maybe this is another reason for the acquisition.Looks a bit undervalued so took a small punt yesterday and bought in at 4.00p - one for a bit of a recovery over the coming months maybe.
psmith64
12 Dec 2014
Re: Growth Good point Jacko - maybe that is what is in there thinking and maybe there could be some re-development value in some of these sites.
