gretel
20 Jan 2017
Current forecasts For the record, the current forecasts are (at the current $1.236 to the £
:2016 - 2.7c, so 2.18p EPS2017 - 3.0c, so 2.43p EPSFinncap also forecast $6.7m cash at 31/12/16, against the £11.7m m/cap.Over time SIM has the potential to be a one or two-bagger if all goes well. IMHO
gretel
11 Jan 2017
Re: Big buying well above offer price And a further buy of 212,511 shares at 22p from Monday has now - a bit late! - been listed.Very keen buying indeed.
charlie51
10 Jan 2017
Re: Big buying well above offer price Old news...
city watcher
10 Jan 2017
Re: Big buying well above offer price Could well be the reason for the big buying today.20 June 2016 SimiGon Ltd("SimiGon" or "the Company" SimiGon received a Winning Notice for a $2 million contract with the Israeli Air Force for F16 Maintenance TrainersSIMbox technology expanded into new areas SimiGon, Ltd. (LSE: SIM), a global leader in modelling, simulation & training solutions, is pleased to announce that it has received a Contract Winning Notice for a $2 million contract from the Israeli Air Force ("IAF" to provide new F16 maintenance trainers to its technician school in Haifa ("the Contract Winning Notice". adding a new solution for virtual maintenance training to its product offering, SimiGon can now provide training solutions for both aircrew and technicians. The same training aids and methodology can be utilized by both sets of end users, saving time and money. This comprehensive solution will be marketed worldwide and will contribute to growing SimiGon's market share.The expected contract with the IAF includes the procurement of SimiGon's SIMbox software technology that will be implemented to train F16 maintenance technicians in a virtual environment. Up to 60 trainees across two classes will have personal stations that will allow them to learn avionic and front line maintenance with a virtual instructor and a self-paced syllabus using hi fidelity simulation. SIMbox is already used by several air forces to train its pilots in the most advanced programs and platforms and the proven technology and concept will now also be used to train the aircrafts' maintenance teams. Once the expected contract has been signed it is due to be delivered within 18 months and its expected revenue contribution has already been factored into management's expectations for the year ended 31 December 2016. The expected contract should also contribute to improved revenue visibility for FY 2017 and beyond.The Contract Winning Notice underscores SimiGon's successful entry into the military fixed wing training market and strengthens the Company's market leading offering and positioning which should lead to similar opportunities in the future.SimiGon President & CEO, Ami Vizer, said: "We are excited to receive this Contract Winning Notice which will lead to new business opportunities and will support our existing revenue channels.
gretel
10 Jan 2017
Big buying well above offer price Wow - 98,015 shares bought at 25.5p 
))Plus a further 97,000 shares bought at 23.13p.Very keen.
charlie51
30 Dec 2016
Re: AGM yesterday, trading statement soon Here's hoping. 2017 is the year when the CEO has promised to actively pursue some IR. We shall see….
gretel
30 Dec 2016
AGM yesterday, trading statement soon The AGM yesterday was uneventful as ever with all resolutions passed. Idiotically, I hadn't realised there was a dial-in facility to take part with. Maybe next year:[link] similarly succinct AGMs in the last three years have each been followed by positive trading statements in respectively, Jan, Feb and March. Let's hope for the same this time.
charlie51
01 Dec 2016
Message to the CEO For pity's sake get an IR strategy in place. It does not matter how good a proposition you have if you do not engage with your investors and the wider market your share price will never reflect the value of your company. A few more small sales by frustrated PIs will see us touch 15p again short order.
charlie51
24 Nov 2016
IR I keep banging on about the near total lack of IR with SIM. In today's Shares emag they list AIM stocks with low PEs. Their selection ranges from 6.1 to 8.1. SIM would comfortable qualify as by my reckoning it is at about 6.7. This is the sort of analysis that stimulates interest, and the SIM story in terms of cash, dividend etc.,. is strong (far stronger than the great majority in the feature.) Is SIM mentioned? Nope it ain't….no surprise.
gretel
17 Oct 2016
Continued large buying Almost another 450,000 shares bought in 4 OK (institutional?) trades over the last few days after those 500,000 trades.Even thought the share price is largely unchanged, there are many reasons for selling, a number of which have nowt to do with the company itself (change of fund manager, top-slicing, overweighting in portfolio etc).Whereas there is only one reason for buying.Interesting to see what news flow we get in the next few weeks. There should surely be a holdings RNS or two at the least.
gretel
12 Oct 2016
Another 500,000 bought at 25p in a late trade reported yesterday. Big stakebuilding going on.Contract or acquisition news soon perchance?
gretel
05 Oct 2016
500,000 just bought at 25p Another large buy - more holdings announcements to come hopefully
gretel
05 Oct 2016
RNS : Axxion increase to 3.5m shares Now we know who bought some of those shares - Axxion SA have increased to 3.5m shares, or 6.81%:[link] are pretty big - 130 funds and 5 billion euros under management:[link]
charlie51
01 Oct 2016
Re: Small free float - ready to go I met the management at an investors meeting - one of a series organised by finnCap for their clients and IIs following the results. The session was based on a 40 minutes or so presentation of the H1 results. Nothing in the session could be described as being 'inside'.The transition to SaaS from the on premise paradigm is common place these days as companies seek to smooth revenue profiles, make life more predictable and satisfy the market's understandable desire for greater predictability and visibility. SIM would say they have flagged this up - they have, but it has been rather discreet (hence my comments on the need for better IR).The main points I would stress here are:The move to a recurring revenue model is progressing well.The company's pipeline is the best it has ever been. They are successfully diversifying into areas other than military centric simulation.The company is moving to a model where it is looking to 'prime' contracts rather than be the sub (ie increasing control in all that it does)I have repeatedly stressed to the CEO the need for a proper IR plan. I am not alone in doing this. I believe they agree it needs to be done, and are looking to act sooner than later. If there is one immediate example of this it is for the H1 presentation to be placed on the company website! It is not and it should be.There is no doubt in my mind that the CEO is a very competent individual who has a real grasp on his business - he just does not communicate it! I have suggested forums such as ShareSoc, Mello, Shares etc .,. Hopefully, this will happen - not to mention some proper IR related PR. The PR is lousy at present.Niche company, and a very interesting one, but too discreet for its own good!
coldascheese
30 Sep 2016
Re: Small free float - ready to go Charlie51re your comments" I was initially rather underwhelmed by the interims. Having met the management earlier this week I agree most of your post." The company are transitioning from on premise to a recurring revenue model (I wold not describe it as pure Saas). This inevitably means that numbers will be affected - generally adversely in the earlier stage of the transition. In this context the results are actually very good and the transition is being managed well, but there is still a way to go. It is a pity that this was not described in the RNS..."Can you explain to us how you met the management ? was there an investors meeting or what?and how are they transitioning, and why haven' they informed the market about this ?Be most interested to hear a bt more detail on this please
