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Finals from Spectra Systems Corp (SPSY.L), a global leader in machine readable high speed banknote authentication, brand protection and gaming security technologies, comfortably beat forecasts on the P&L and cash flow and it has announced a DPS of 11 cents (FY20: 9.5 cents; ACLe 10.0 cents), a 6% yield.
Companies: Spectra Systems Corporation
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What’s cooking in the IPO kitchen?
URA Holdings, a London based mining exploration and development company, intends to list on the Main Market (Standard). URA, a former AIM-listed company, is refinanced and ready for listing as an African focused mineral exploration company. The Company’s purpose is to seek unique, value-enhancing opportunities in minerals as a project generator including to prove-up early-stage explo
Companies: TRI TGR SPSY TYM BOOM BGO FXPO ORPH
Spectra is a leader in machine-readable high-speed banknote authentication and brand protection technologies, as well as gaming security software. Following a period of significant collaborative development, the company has formally launched Fusion, Spectra's print ready, machine-readable polymer banknote substrate at the international Banknote conference in Washington DC. Our presence on the ground at the conference has affirmed our view that 1) Spectra is well positioned to become one of just
Recent contract wins announced by Spectra Systems Corp (SPSY.L), a global leader in machine readable high speed banknote authentication, brand protection technologies and gaming security software, leads us to upgrade our FY22 revenue forecasts by $0.7m and profit by $0.4m.
Recent contract wins announced by Spectra Systems Corp (SPSY.L), a global leader in machine readable high speed banknote authentication, brand protection technologies and gaming security software, leads us to upgrade our FY22 revenue forecasts by $0.7m and profit by $0.4m. Two contracts are with Spectra’s largest central bank customer and comprise an additional order for covert materials, increasing this year’s initial order by 20%, and the renewal of the sensor service contract at nearly double
The UK's significant economic bounce-back following the end of lockdown on July 19th '21 has been followed by a period of increasing hesitancy with issues such as supply chain disruption, cost and price inflation and shortages of key personnel becoming more prominent – and now, the uncertainties brought to the fore by the Omicron variant, and compounded by ‘Plan”B”' measures announced yesterday evening. Countervailing trends have been faithfully mirrored in the London Stock market, with profit
Companies: SPSY AMTE WATR
Spectra Systems is a leading provider of advanced technology solutions for banknote and product authentication markets. Spectra's newest customer (announced September 2021), using its optical materials in K-cups for Keurig brewers, has already placed three orders totalling $394,000 since inception (three months sales) and thus evidences the traction Spectra is making in this niche but important growth market. Based on the order pattern to-date, Spectra estimates that this business stream (all cu
Strong progress from Spectra Systems Corporation (Spectra), combined with emerging opportunities that were highlighted in the company's recent H1 results, mean we are now able to provide firm forecasts on a five-year basis, a virtually unprecedented state of affairs not just for Spectra but for any quoted growth company. The new forecasts are progressive and substantial, suggesting Spectra will generate a £35m-plus aggregate PBT during 2021E-2025E. We do not view these forecasts as speculative,
Spectra Systems Corp (SPSY.L) is a leader in machine readable high speed banknote authentication, brand protection technologies and gaming security software. The investment case is underpinned by its banknote business. The importance of physical reserve currencies as a store of value is increasing, driving demand for larger denomination notes and advanced security features, and banknotes remain an important payment mechanism. The third generation of hardware sensors with its long time G7 custome
Windward (WNWD.L) has joined AIM. Windward is a leading predictive intelligence company, fusing artificial intelligence (AI) and maritime expertise seeking to digitalise the global maritime industry. As at 30 September 2021, the Company had 120 permanent employees and had an annual contract value of US$19.7m, with 99 per cent. of the revenue being subscription based. The Placing raised gross proceeds of £26.3m (US$35m) of new capital for the Company and £8.2m (US$10.9m) for certain exist
Companies: SPSY MMH KEFI BRSD IKA SEMP
Spectra Systems Corporation, a leader in machine-readable high speed banknote authentication and brand protection technologies, and gaming security software, has secured the largest state lottery in the United States as a client, to provide its Premier64 Integrity internal control system (ICS).
Spectra Systems, a leader in machine-readable high speed banknote authentication, brand protection technologies, and gaming security software, has announced a significant order and five year extension with a key central bank customer. The extension gives Spectra even greater certainty with respect to covert material orders over the coming years, in the lead up to a sensor refresh programme worth up to $42m (plus development revenues and a multi-year year repair services agreement). Further, the
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Volex has issued its year end trading update confirming revenues in excess of $605m and an operating profit in excess of $55m that are ahead of consensus FY22E expectations of $581m and $54.2m respectively. The Group continues to trade strongly whilst effectively managing global supply chain challenges and benefits from its proven ability to pass through inflationary cost increases, albeit with a time lag. Demand increased during the year, in particular in the EV sector where sales almost double
Companies: Volex plc
In this note, we review the recent performance of the Active Net Zero Clean Energy Index. We also take a deeper dive into the composition of the Index in terms of market cap, constituent end market / business model and, finally, geographic exposure.
Companies: ATOM ADN DRX EQT GSF ITM IES NESF PHE SAE SIT STRLNG TLG VLS
Seeing Machines has announced that it has been appointed by an existing customer and global Automotive Tier-1 supplier to deliver its FOVIO Driver Monitoring System (DMS) for a leading Japanese carmaker. This contract win, with an initial lifetime value of A$21m, is due to start production in 2025 and marks Seeing Machines' first production Automotive award in Japan bringing the total number of OEMs with which Seeing Machines has won business, to nine. Delivery is via the Company's deeply embedd
Companies: Seeing Machines Limited
What’s cooking in the IPO kitchen?
Lift Global Ventures plc to join AQSE Growth Market. The Company's investment strategy is to operate as an enterprise company seeking acquisition or investment opportunities within the financial media and technology industries. Within these broad industries, areas of focus may include: Financial news websites and other forms of “new media”, Investment research providers, Financial PR, IR, design and marketing agencies, Production studios and visual content prov
Companies: BSE CFX DPP EOG SEE SOLI SML
Weekly round-up of AIM-listed healthcare news.
Intelligent Ultrasound, Inspiration Healthcare, Agronomics, CareTech Holdings, e-therapeutics, ABCAM, EKF Diagnostics, HUTCHMED (China), Benchmark Holdings, Totally, ImmuPharma, Open Orphan, Destiny Pharma, Polarean Imaging, Induction Healthcare.
Companies: ANIC RUA CREO GENI HEIQ IHC IXI IUG OPTI SBTX VAL VLG
Seeing Machines has announced that it has entered into a strategic collaboration with an image-sensor and optical systems design technology company in order to create an anticipated step-change in the performance of cabin-monitoring technology. As part of this it has obtained a world-wide perpetual exclusive licence which applies to both automotive and aviation market sectors, for A$5m payable over three years, in order to access and customise the optical technology to the specialised field of c
Companies: Macfarlane Group PLC
With a new CEO now established in the company, today’s operational update signals an evolved business model with details to be outlined shortly. While we will have to wait for these, we do know that energy security now has risen up the political agenda globally and the benefits of both hydrogen and hydrogen-based e-fuels are now more widely appreciated. As a result, we think the opportunity set for the company has grown.
Companies: Powerhouse Energy Group PLC
Imperial Helium (IHC CN)C; Under review: Merger with Royal Helium to build a material player with discovered resources and huge upside - Imperial Helium is merging with Royal Helium with Imperial Helium shareholders set to hold ~30% of the combined entity. The share exchange ratio suggests a 10% premium to the Imperial Helium share price on the day prior to the announcement. Shareholders will vote on the transaction in June with completion expected in the 2nd half of June. Management, insiders a
Companies: XOM XOM TRIN SHEL RBD OEX NOG MATD ALV ALV IOG GTE FEC EQNR EQNR ENOG BP/ IHC PEN PEN SDX EGY
Weekly round-up of AIM-listed healthcare news.
Agronomics, Eden Research, IXICO, HeiQ, Trellus Health, NetScientific, Circassia, 4basebio, Fusion Antibodies, Surgical Innovations Group, Yourgene Health, Abingdon Health, Verici Dx, Poolbeg Pharma, Omega Diagnostics
XPD has re-hired Richard Myson as Group CFO to build back the Board and improve financial management, following various recent senior resignations. This is welcome news. Richard previously worked at XPD for 16 years, held numerous senior finance and non-finance positions, and helped steer the Group through the successful IPO in mid-2017. He left XPD in late 2018 but has remained in close contact with the Group. Richard owns c.1.4% of the shares. Further, hiring of a new non-executive chair and C
Companies: Xpediator Plc
Companies: Staffline Group plc
Companies: Ilika plc
Although RR has returned to growth in FY21, both sales and profitability have been disappointing. The resignation of Warren East after eight years as CEO will not help the stock, which saw its stock price fall as much as 18% today. The inflation in raw material and energy prices linked to Putin’s declaration of war won’t make the recovery of RR in FY22 any easier.
Companies: Rolls-Royce Holdings plc
Oil closed Friday at a six-week high on signs the market is tightening as members of the European Union moved closer toward banning Russian crude.
West Texas Intermediate futures posted its first back-to-back weekly gain in two months. The EU intends to ban Russian crude in six months and oil products by the end of the year to punish Moscow for its war on Ukraine. The bloc has proposed giving Hungary -- which has pushed back against an embargo -- and Slovakia an extra year to comply, people f
Companies: FO 88E CHAR DEC EME GTC TRIN WEN