required field
- 08 May 2008 16:25
Just won an award.....very Isable..(if you can put it that way)..another of Robbie Burns clever stock picks....decided myself to join in...not sure how high this could go but looking good at the moment !.
pedrowright48
- 24 Aug 2008 12:14
- 2 of 85
where do you see this going and when.looks later in the year.i saw it on robbies
list but hasnt done anything yet
required field
- 24 Aug 2008 13:06
- 3 of 85
I haven't been following this lately (holiday period), must do some catching up on things, cheers !.
niceonecyril
- 24 Aug 2008 16:09
- 4 of 85
Article from the Times to give some idea of this company.
IF THE eye is the window on the body, then Optos, the newly floated Scottish medical equipment group, could soon become the busiest glazier on the block. The Dumfermline-based company was founded 14 years ago by a design engineer whose son was partially blinded by a treatable illness. Now it has perfected a scan that can map almost all of the retina, the light-sensitive area at the back of the eye that sends images to the brain.
The retina is one of the best early warning systems in the human body. Doctors can detect the presence of hardened arteries at the back of the eye long before symptoms of heart disease appear elsewhere. Cancerous cells can also be spotted early in retinal tissue. Until recently, however, eye specialists could capture only about 5 per cent of the retina using imaging systems. Crucially, the periphery of the retina, where disorders and diseases can be most easily picked up, remained elusive.
Enter Optoss latest scanner, which, at $150,000 (86,000) a throw, can capture 80 per cent of the retina, making it a valuable diagnostic tool.
Last week, the company raised 50 million through a flotation on the main stock market, valuing the business at about 175 million.
Proceeds from the sale will help to finance the scanners launch in continental Europe, where consumers seek regular eye checks whether they wear glasses or not. In the United States, the company already has made striking inroads and expects to generate $67 million in revenues this year.
The market is potentially huge. Optometrists perform about 260 million eye tests worldwide each year, which opens up a possible market of more than $2 billion to the company. There are no meaningful competitors.
The shares, which begin unconditional trading tomorrow, were priced last week at 250p. That is by no means cheap, but the new issue market for healthcare companies is buoyant and strong revenue growth should at least see the company break even at the operational level by the end of this financial year. Buy.
cyril
required field
- 24 Aug 2008 16:13
- 5 of 85
Thanks cyril !, one to keep a track on....and it can be put in an Isa !.
dreamcatcher
- 16 Oct 2012 15:07
- 6 of 85
LONDON (SHARECAST) - Optos is a Scottish medical technology company that makes scanning devices allowing early detection of cataracts, glaucoma or retinal detachment. Tempus in The Times writes that operating profits for the year to September are set to beat market forecasts of 22.3m dollars. In addition, its management have good form. Chief Executive Roy Davis previously ran Gyrus, which was sold for 935m pounds and Peter Fellner, the Chairman built Celltech, which fetched 1.5bn pounds. Numis has a price target of 300p and they are “worth tucking away.”
dreamcatcher
- 16 Oct 2012 15:08
- 7 of 85
goldfinger
- 18 Oct 2012 09:16
- 8 of 85
OPTS OPTOS
Some fantastic broker targets on OPTS
Optos Broker Views
Date Broker Recommendation Price Old target price New target price Notes
15 Oct Canaccord Genuity Buy 210.50 306.00 306.00 Retains
15 Oct Investec Hold 210.50 202.00 202.00 Retains
15 Oct Numis Buy 210.50 300.00 300.00 Reiterates
15 Oct Panmure Gordon Buy 210.50 230.00 320.00 Upgrades
15 Oct Jefferies International Buy 210.50 270.00 280.00 Retains
NORWICH & PETERBOROUGH BUILDING SOCIETY
goldfinger
- 18 Oct 2012 10:01
- 9 of 85
OPTS OPTOS
Just looked at robbies tip from
yesterday...... (burns)
I've made decent money from Optos (OPTS) over a couple of years, if you buy it at the right time it can really move up. I thought the statement that came out on the day of the seminar to be very decent - its Daytona technology looks to be very decent and sales could start bringing in some nice profits.
I bought some Optos as the market opened at 205 and a tiny smidge.
dreamcatcher
- 18 Oct 2012 15:49
- 10 of 85
Sounds good goldfinger. :-))
dreamcatcher
- 20 Oct 2012 16:06
- 11 of 85
Optos has strong sales in sight. Retinal diagnostics specialist continues to demonstrate strong underlying sales and profit momentum. Mondays trading statement (15 Oct) revealed sales for the year to September would exceed $190 million. This is an annual rise of 32% and beats market expectations by a handy 5%. As a result, analysts expect the Dunfermline-based concern, which makes and sells retinal imaging and diagnostic devices, to report an operating profit above the $22.3 million market consensus. The £141 million caps progress has been driven by an 11% increase in volumes to 4,700 units. This has in turn helped by the Daytona retinal scanner. Optos sold 329 of these devices by the end of the year. 85% of which were in the US. The new product detects high blood pressure and certain cancers. Concensus forecasts for fiscal 2013 which call for a 24% increase in earnings per share to 15.3p, a number which puts the stock on a price/earnings ratio (PE) of just 13.7 times .Opus reports full year figures on 21 November.
dreamcatcher
- 21 Oct 2012 13:26
- 12 of 85
Dunfermline-based Optos makes devices that show up certain forms of eye disease, including those caused by diabetes, earlier than rival technology. Prospects for the next few years are strong, chief executive Roy Davis is ambitious and at 2071⁄2p, the shares look attractive. Until this year, the group’s devices were extremely large and rather unwieldy, particularly for small surgeries or opticians. Now Optos has started selling a desktop machine, Daytona, which looks sleeker, works more effectively than older models and is expected to prompt a surge in sales. Analysts expect that Optos will have sold at least 6,000 devices by the end of next year, including Daytona and older machines. Profits are expected to rise from £14.9m this year to about £16.1m in 2013 and £21.7m the following year. Optos shares are 2071⁄2p and should increase materially over the next two years. By 2020, 75m people will be blind worldwide unless preventative measures are taken. Optos machines can reduce the chance of blindness and the new Daytona devices should prove particularly popular to eye specialists the world over. This is a Scottish company with a world-beating technology. Buy, The Financial Mail on Sunday´s Midas column says.
goldfinger
- 21 Oct 2012 20:08
- 13 of 85
Tipped by Midas in Sunday Mail....
MIDAS SHARE TIPS: Great outlook for eye imaging firm OptosBy Joanne Hart
PUBLISHED: 22:22, 20 October 2012 | UPDATED: 22:22, 20 October 2012
Comments (0) Share
..By 2020, 75million people will be blind worldwide unless preventative measures are taken. However, many conditions can be treated or cured if they are caught in time.
Dunfermline-based Optos makes devices that show up certain forms of eye disease, including those caused by diabetes, earlier than rival technology.
The company is growing fast and last week defied the prevailing economic gloom, saying its profits for the year to September 30 would be higher than expected. Prospects for the next few years are strong, chief executive Roy Davis is ambitious and at 2071⁄2p, the shares look attractive.
Eye flyer: The Daytona model is expected to prompt a surge in sales
Optos was founded by Douglas And-erson in 1992 after his five-year-old son went blind in one eye because a detached retina was detected too late.
A design consultant by background, Anderson put together a team of engineers to develop a machine that could analyse more of the retina in one go without subjecting patients to painful, time-consuming examinations.
The first such device came on the market in 1999 and Optos floated on the Stock Exchange seven years later. The first few years were tough but in 2008, Davis joined as chief executive and set about turning Optos from a company with clever ideas to a commercially astute, profitable business.
Davis was formerly at the helm of medical devices group Gyrus, where he drove a substantial increase in sales and profits before it was taken over for nearly £1billion. He is hoping to deliver similar growth at Optos.
The firm’s devices take what are known as optomaps – wide-field, digital images of the retina that help opticians and other eye specialists to see much more of the retina than conventional machines. Many eye diseases are often seen first at the edge of the retina.
But other diseases, such as diabetes, high blood pressure and even certain cancers can also be detected from changes at the retina’s edge. Optos is the only company whose machines instantly provide this wide-angle view, so the potential is clear. The firm has sold 4,700 machines but Davis is hoping to take this up to more than 20,000.
Most Optos devices are made in Scotland, but research shows the British spend more money looking after their teeth than their eyes, so Optos has sold only 150 devices in Britain. In other parts of the world, such as the US, Canada and Japan, they take eye care more seriously.
Most Optos machines are in North America and last year alone they carried out five million optomaps. This figure is likely to rise considerably over the next few years. Until this year, the group’s devices were extremely large and rather unwieldy, particularly for small surgeries or opticians.
Now Optos has started selling a desktop machine, Daytona, which looks sleeker, works more effectively than older models and is expected to prompt a surge in sales.
The new machines, which cost about £50,000, are cheaper to produce as well, so Optos can sell them at a lower cost and still make more money.
Analysts expect that Optos will have sold at least 6,000 devices by the end of next year, including Daytona and older machines. Profits are expected to rise from £14.9million this year to about £16.1million in 2013 and £21.7million the following year.
Midas verdict: Optos shares are 2071⁄2p and should increase materially over the next two years. Eye disease is increasing as the population ages and diabetes becomes more prevalent. Optos machines can reduce the chance of blindness and the new Daytona devices should prove particularly popular to eye specialists the world over. This is a Scottish company with a world-beating technology. Buy.
Read more: http://www.thisismoney.co.uk/money/investing/article-2220663/MIDAS-SHARE-TIPS-Great-outlook-eye-imaging-firm-Optos.html#ixzz29xg9jTQV
Follow us: @MailOnline on Twitter | DailyMail on Facebook
goldfinger
- 22 Oct 2012 08:02
- 14 of 85
OPTS OPTUS
Trades on a forward P/E of just
over 12 to 2013.
Derd cheap.
RATIOS
2011 (A) 2012 (E) 2013 (E)
EBITDA £41.34m £30.66m £29.29m
EBIT £25.36m £15.28m £17.18m
Dividend Yield % % %
Dividend Cover x x x
PER 6.02x 14.00x 12.19x
PEG 0.05f -0.25f 0.82f
Net Asset Value PS 64.56p 95.47p 110.82p
goldfinger
- 22 Oct 2012 08:05
- 15 of 85
Off to a hum dinger.
goldfinger
- 22 Oct 2012 08:16
- 16 of 85
Just about breaking out.
goldfinger
- 22 Oct 2012 08:36
- 17 of 85
OPTS OPTUS
Some lofty Broker SP targets for
this company......
Date Company Name Broker Rec. Price Old target price New target price Notes
15 Oct Optos PLC Canaccord Genuity Buy 212.50 306.00 306.00 Retains
15 Oct Optos PLC Investec Hold 212.50 202.00 202.00 Retains
15 Oct Optos PLC Numis Buy 212.50 300.00 300.00 Reiterates
15 Oct Optos PLC Panmure Gordon Buy 212.50 230.00 320.00 Upgrades
15 Oct Optos PLC Jefferies International Buy 212.50 270.00 280.00 Retains
NORWICH & PETERBOROUGH BUILDING SOCIETY
Chris Carson
- 22 Oct 2012 08:38
- 18 of 85
I'm in GF despite the spread.
goldfinger
- 22 Oct 2012 08:59
- 19 of 85
Plenty left in this one Chris. Technology is out on its own. Biggest chunk of stock ive held for months.
Chris Carson
- 22 Oct 2012 11:19
- 20 of 85
Agree mate I've bought a few for long term.
goldfinger
- 22 Oct 2012 11:21
- 21 of 85
A p/e of 12 plus, blimey Ive seen these type of medical tech stocks with P/es of 50 plus to 75 or more.
goldfinger
- 22 Oct 2012 11:31
- 22 of 85
OPTOS OPTS
Fallen back a little bit on
intraday chart usually comes
with a big run to day end....
Brokers like it.....
Optos PLC
FORECASTS 2012 2013
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)
Panmure Gordon
19-10-12 BUY 16.27 17.58 22.24 23.97
Peel Hunt
17-10-12 HOLD 13.74 13.38 9.22 8.99
Numis Securities Ltd
15-10-12 BUY 15.04 14.17 16.22 14.73
Canaccord Genuity Ltd
15-10-12 BUY 15.09 14.13 20.29 19.91
Shore Capital
12-10-12 HOLD 15.60 15.14 18.50 17.98
Investec Securities
05-10-12 HOLD 14.68 13.12 16.62 15.62
N+1 Singer
25-09-12 BUY 17.74 17.72 19.36 18.86
Nomura Code
02-08-12 BUY 11.51 10.94 17.33 16.44
2012 2013
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)
Consensus 15.21 14.82 17.37 17.03
1 Month Change 0.52 0.47 -0.73 -0.59
3 Month Change 1.08 1.16 -0.28 -0.06
GROWTH
2011 (A) 2012 (E) 2013 (E)
Norm. EPS 114.56% -57.00% 14.86%
DPS % % %
INVESTMENT RATIOS
2011 (A) 2012 (E) 2013 (E)
EBITDA £41.34m £30.66m £29.29m
EBIT £25.36m £15.28m £17.18m
Dividend Yield % % %
Dividend Cover x x x
PER 6.02x 14.00x 12.19x
PEG 0.05f -0.25f 0.82f
Net Asset Value PS 64.56p 95.47p 110.82p
goldfinger
- 22 Oct 2012 15:36
- 23 of 85
A few days historical.
http://www.sharecast.com/cgi-bin/sharecast/story.cgi?story_id=20427759 http://www.sharecast.com/cgi-bin/sharecast/story.cgi?story_id=20427759
goldfinger
- 23 Oct 2012 09:34
- 24 of 85
dreamcatcher
- 28 Oct 2012 16:33
- 25 of 85
A buy in this weeks shares publication. The retinal diagnostics specialist has boosted sales by 32% this year. Now with the US market accounting for 80% of sales of its new Daytona scanning machine, expect more growth.
dreamcatcher
- 29 Oct 2012 07:07
- 26 of 85
Notice of Results
RNS
RNS Number : 6922P
Optos plc
29 October 2012
OPTOS PLC
NOTICE OF PRELIMINARY RESULTS
LONDON, UK, 29 October 2012 - Optos plc (LSE: OPTS) the leading retinal imaging company, will announce its preliminary results for the year ended 30 September 2012 on Wednesday, 21 November 2012.
A presentation for analysts will be held at 9.30am at the offices of FTI Consulting, Holborn Gate, 26 Southampton Buildings, London WC2A 1PB.
Enquiries:
FTI Consulting
Tel: +44 (0) 20 7831 3113
Mo Noonan
goldfinger
- 15 Nov 2012 10:45
- 27 of 85
OPTS OPTOS
Brokers have certainly got very
bullish SP targets in place
Optos Broker Views
Date Broker Recommendation Price Old target price New target price Notes
15 Oct Canaccord Genuity Buy 181.50 306.00 306.00 Retains
15 Oct Investec Hold 181.50 202.00 202.00 Retains
15 Oct Numis Buy 181.50 300.00 300.00 Reiterates
15 Oct Panmure Gordon Buy 181.50 230.00 320.00 Upgrades
15 Oct Jefferies International Buy 181.50 270.00 280.00 Retains
NORWICH & PETERBOROUGH BUILDING SOCIETY
And we can see from hemscott
the P/E is hardly demanding going forward....
INVESTMENT RATIOS
2011 (A) 2012 (E) 2013 (E)
EBITDA £41.34m £29.40m £27.55m
EBIT £25.36m £14.77m £17.37m
Dividend Yield % % %
Dividend Cover x x x
PER 5.08x 12.64x 10.44x
PEG 0.04f -0.21f 0.50f
Net Asset Value PS 64.56p 68.58p 82.16p
goldfinger
- 15 Nov 2012 10:45
- 28 of 85
Results wed coming.
goldfinger
- 15 Nov 2012 12:52
- 29 of 85
goldfinger
- 15 Nov 2012 16:26
- 30 of 85
OPTS OPTOS
TECHINVEST.......
I noticed in the free jul issue of techinvest that they made this a nap tip for 2nd part of the year at.......
190p expressing "no clear reasons why the price has underperformed recently". They also bought it into their portfolio at 230p in may12.
goldfinger
- 16 Nov 2012 09:02
- 31 of 85
OPTS OPTOS
Just a reminder of the last trading
statement........
OPTOS PLC
TRADING UPDATE
15/oct 2012
Daytona Delivers
LONDON, UK, 15 October 2012 - Optos plc (LSE: OPTS), the leading medical retinal imaging company, today provides a trading update for the financial year ended 30 September 2012, ahead of the planned publication of its Preliminary Results on 21 November 2012. All figures are unaudited.
Following strong sales in the last quarter, revenues for the year to 30 September 2012 are expected to exceed $190m, ahead of market expectations.
http://www.investegate.co.uk/optos-plc-(opts)/rns/trading-statement/201210150700066486O/
goldfinger
- 16 Nov 2012 09:34
- 32 of 85
OPT OPTOS
Just out....
16 Nov Optos PLC OPTS Panmure Gordon Buy 185.75 184.75 320.00 320.00 Retains
SP TARGET a whopping 320p.
goldfinger
- 16 Nov 2012 10:07
- 33 of 85
OPT OPTOS
just out another reco
16 Nov Optos PLC OPTS Jefferies International Buy 185.50 184.75 280.00 280.00 Retains
280p SP Tatget.
goldfinger
- 16 Nov 2012 12:00
- 34 of 85
goldfinger
- 19 Nov 2012 08:06
- 35 of 85
OPT OPTOS
Remember results wed.
Article linked to them below.
Strong end to the year for Optos
Mon 15 Oct 2012
OPTS - Optos
Latest Prices
Name Price %
Optos 179.50p -2.84%
FTSE All-Share 2,940 -0.98%
FTSE Small Cap 3,186 -0.79%
techMARK 2,024 -0.87%
techMARK 100 2,351 -0.65%
Health Care Equipment & Services 3,634 -0.77%
LONDON (SHARECAST) - Optos saw shares rise strongly on Monday morning after saying that both turnover and operating profit for the year ending September 30th was ahead of market expectations.
The ophthalmology equipment maker reported that, following strong sales in the last quarter, “revenues are expected to exceed $190m”, ahead of consenus expectations of $183m, with operating profit expected to be “slightly above market consensus” of $22.3m.
Manufacture of its latest product range, the Daytona, has reached current planned capacity in the last quarter, allowing the full year (ending 2012) order backlog to be fully cleared and resulting in an installed base of 329 devices at the end of September 2012.
As stated in its third-quarter interim management statement, the company expects “gross margins to improve during full year 2013 as Daytona volumes increase”.
Chief Executive Officer Roy Davis commented: “I am delighted with the company’s achievements this year and in particular, the manufacturing scale-up and market roll-out of Daytona.
"The reaction to this instrument has been very positive and I am excited by the opportunities it brings to the business. Our near-term focus is to drive sales of Daytona in all our key markets and to continue our success with the 200Tx instrument in the ophthalmology market.”
Broker reaction
Broker reaction to the update has been equally positive. Numis has reiterated its “buy” rating and 300p share price target, while Jefferies, which also has a “buy” rating, has raised its price target to 280p from 270p.
Meanwhile, Panmure Gordon has upgraded its rating from 'hold' to 'buy', saying that Optos "should be a core holding to investors looking to have healthcare in their portfolio". The broker raised its target price for the shares from 230p to 320p.
http://www.sharecast.com/cgi-bin/sharecast/story.cgi?story_id=20427759
dreamcatcher
- 19 Nov 2012 19:43
- 36 of 85
Lets hope this turns direction with some good news
goldfinger
- 20 Nov 2012 16:22
- 37 of 85
dreamcatcher
- 20 Nov 2012 16:23
- 38 of 85
Losing ground ?
goldfinger
- 20 Nov 2012 16:52
- 39 of 85
Yeap across road at iii guy reckons its MMs storing stock for good results tomorrow.?.
Been a few recent days where demand stronger than supply but SP dropped. he maybe right he maybe wrong.
We'l know in the morning, fingers crossed.
dreamcatcher
- 20 Nov 2012 17:02
- 40 of 85
Thanks for that update g.
dreamcatcher
- 20 Nov 2012 17:05
- 41 of 85
Looks like it moves fast on good news looking back to March/April .
dreamcatcher
- 21 Nov 2012 07:18
- 42 of 85
OPTOS PLC
Preliminary Results FY12
Highlights
Strong financial performance ahead of expectations
- Revenue and other operating income(1) up 37% to $196.4m
- 15% underlying revenue growth(2)
- $21.0m revenue from Daytona, our next generation desktop retinal imaging device, with 329 devices installed this year
- Timing of manufacturing scale up of Daytona contributed to a fall in gross margin from 64% to 57%(3)
- In a year of significant investment, profit before tax and exceptional items increased 16% to $26.3m versus $22.7m last year
- Diluted EPS post-exceptional was 25% lower at 23.9 cents from 31.8 cents reflecting acquisition-related charges, and for the first time, a net tax charge on profits
- Investment in the business, and the increase in self-funded finance leases, contributed to a cash decrease of $3.6m in the year
- A three year bank facility of $30m was taken on to finance the OPKO acquisition, contributing to a net debt increase to $47.9m
Increased geographical reach
- Our two geographic segments both grew in double digits
- North American sales grew 26% to $147.8m
- International sales grew 85% to $48.6m
- Strengthened positions in Europe, Middle East and Asia
Investment in the product range
- Completion of manufacturing scale-up and market roll-out of Daytona
- Continued progress on the development project to combine our ultra wide-field retinal imaging technology with ocular coherence tomography ("OCT") into a single device
Accelerated growth in ophthalmology
- Over 320 200Tx devices installed globally, including into key ophthalmology centres in the USA, Germany, Jeddah, Dubai, Abu Dhabi, as well as Japan
http://www.moneyam.com/action/news/showArticle?id=4488583
dreamcatcher
- 21 Nov 2012 07:23
- 43 of 85
Looks good
goldfinger
- 21 Nov 2012 07:31
- 44 of 85
Excelent results ahead of expectations.
goldfinger
- 21 Nov 2012 07:43
- 45 of 85
The company were up against concensous
figures of........
OPTS
Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
30-Sep-12 117.32 14.56 13.71p 12.7 n/a -33% n/a 0.0%
Digital Look
Pre Tax 14.56
in fact theyhave done converted to british pounds.....
ncy CalculatorAmount: US $
Converted: £
Calculator History
US $26.3 = £16.55
16.55
Threfore 14.56 V 16.55 actualy gained = outperformed
Concensous broker figures.
goldfinger
- 21 Nov 2012 07:47
- 46 of 85
Summary and Outlook
During the last financial year we have delivered a significant increase in revenues and grown profits whilst making important investments for the long term growth of the business. We are absolutely delighted with the response to Daytona which we believe will be central to the international expansion of the business and will enable Optos to achieve a further major transition. Our growing body of clinical evidence demonstrates the critical importance of retinal diagnostics in the periphery. Looking forward to the next financial year, our priority will be to execute on Daytona and continue our expansion into the ophthalmology market with the 200Tx device.
Roy Davis
Chief Executive Officer
goldfinger
- 21 Nov 2012 08:12
- 47 of 85
FROM iii.....
That have delivered profits which are $4 Million over the market consensus and with good growth evident in the American market.
Should hopefully drive a fairly decent rerating upwards.
Imvho and please dyor.
dreamcatcher
- 21 Nov 2012 08:17
- 48 of 85
We need a 25% rise :-))
dreamcatcher
- 21 Nov 2012 08:18
- 49 of 85
goldfinger
- 21 Nov 2012 08:23
- 50 of 85
21 Nov Optos PLC OPTS Investec Hold 0.00 165.00 202.00 - Under Review
202p SP target under review.
Upgrade me thinks on the way.
dreamcatcher
- 21 Nov 2012 08:24
- 51 of 85
Just a shame it fell so far pre the results
goldfinger
- 21 Nov 2012 09:01
- 52 of 85
Yep but Im expecting loads of coverage in towards xmas and new year.
goldfinger
- 21 Nov 2012 09:01
- 53 of 85
OPTS OPTOS
Broker Reco just out and its
a biggy...........
21 Nov Optos PLC OPTS Panmure Gordon Buy 177.25 165.00 320.00 320.00 Reiterates
SP TARGET 320p.
dreamcatcher
- 21 Nov 2012 09:02
- 54 of 85
Like it.
goldfinger
- 21 Nov 2012 10:22
- 55 of 85
OPTS OPTOS
Another biggy broker reco..
21 Nov Optos PLC OPTS Numis Buy 174.63 165.00 300.00 300.00 Reiterates
SP Target 300p.
goldfinger
- 21 Nov 2012 11:26
- 56 of 85
21 Nov Optos PLC OPTS Canaccord Genuity Buy 175.13 165.00 312.00 312.00 Retains
SP TARGET
312p.
goldfinger
- 21 Nov 2012 11:27
- 57 of 85
goldfinger
- 21 Nov 2012 15:48
- 58 of 85
OPTS OPTOS
Another big brocker reco....
21 Nov Optos PLC OPTS Jefferies International Buy 177.13 165.00 280.00 280.00 Retains
SP Target 280p.
goldfinger
- 21 Nov 2012 15:50
- 59 of 85
21 Nov Optos PLC OPTS Nomura Code Buy 177.13 Reiterates.
Reiterates BUY.
goldfinger
- 21 Nov 2012 15:51
- 60 of 85
goldfinger
- 21 Nov 2012 15:54
- 61 of 85
21 Nov Optos PLC OPTS Canaccord Genuity Buy 177.13 165.00 312.00 312.00 Retains
SP target 312p.
Toya
- 21 Nov 2012 15:58
- 62 of 85
They look a little gem Goldfinger!
dreamcatcher
- 21 Nov 2012 16:04
- 63 of 85
Good buying, lets go for +10% at close.
dreamcatcher
- 21 Nov 2012 16:09
- 64 of 85
Optos sees profits rise as it expands
Wed 21 Nov 2012
LONDON (SHARECAST) - Optos’s full-year results beat consensus estimates, driven by increased sales geographically and helped by the roll-out of its latest Daytona device.
For the full year ended September 30th it delivered pre-tax profits of $23.4m (2011: $22m) on revenues of $193.2m (2011: $143.3m) – excluding an additional $3.2m income from the extension of previously-recognised finance leases. This was ahead of consensus estimates of $22.7m in pre-tax profits and $188m in turnover.
Helped by a growing direct and indirect sales force its two geographic segments both delivered double digit increases, with North American sales growing 26% to $147.8m and International sales growing 85% to $48.6m.
For the next financial year, Chief Executive Officer, Roy Davies stressed: “…our priority will be to execute on Daytona and continue our expansion into the ophthalmology market with the 200Tx device.”
Still, progress has been made. There was $21m in revenues from Daytona, its next generation desktop retinal imaging device, with 329 devices installed this year. However, the timing of manufacturing scale up of Daytona contributed to a fall in gross margin from 64% to 57%. The year also saw accelerated growth in ophthalmology, with over 320 200Tx devices installed globally.
Given that its business model has changed from a pay-per-patient rental model to that where customers now acquire their devices outright or through finance leases it is hardly surprising that this is reflected in the sales mix. Outright sales of devices were $64.2m (2011: $37.6m) and new sales under finance leases of were $64.1m (2011:$37.6m). Revenues from operating leases fell to $52.5m (2011: $81.2m). With more customers entering into service contracts, recurring revenues from service and warranty grew to $15.6m (2011: $4.7m).
The results certainly pleased Panmure Gordon analyst Savvas Neophytou, who has reiterated his ‘buy’ recommendation and 320p price target.
goldfinger
- 21 Nov 2012 16:25
- 65 of 85
ROBBIE BURNS Buys in again.
I noticed late yesterday Optos (OPTS) had slipped quite dramatically but what was interesting is firstly they had slipped to an area where support had come in a few times, and secondly a statement was due today.
Given today's statement would have to have been really bad for the shares to fall more and I couldn't see any real bad news in its previous update I took the chance and bought some late on yesterday getting 167.75 and 168.5. They have risen a bit on the statement as I write though not as much as I thought they would after the statement as there still seems a seller about.
The statement was fine and it looks cheap under 190p ish - if its Daytona sales can really get going it could be a future star. I should think at the very least it will hit the 210 area again. There seems to be a seller keeping the price back at the mo, so they may need to clear before any rises.
dreamcatcher
- 21 Nov 2012 16:32
- 66 of 85
Wonder if there will be a show of late sells, dropped off after 4pm.
goldfinger
- 21 Nov 2012 16:46
- 67 of 85
Yep small caps getting hit of late after a fantastic late summer rally.
Xmas bounce will see that right in about 10 days.
dreamcatcher
- 21 Nov 2012 16:54
- 68 of 85
Strange this one - you would of put today down to day traders selling on news but the sp was falling a week or so before the news and on low volume.
goldfinger
- 22 Nov 2012 08:02
- 69 of 85
Looking for a positive start.
Robbie Burns followers should be buying
in this morning after his tip
late yesterday at approx 4.15pm.
goldfinger
- 22 Nov 2012 09:10
- 70 of 85
Optos PLC (OPTS)Chief Pulse Comment by Roy Davis
But Optos chief executive Roy Davis said the share surge "reflected confidence in the business" after a "very strong second half". more
But Optos chief executive Roy Davis said the share surge "reflected confidence in the business" after a "very strong second half". He added: "I am not surprised by the top line because that was what we were shooting for. But it is ahead of expectations"
http://www.heraldscotland.com/business/company-news/optos-share-boost-as-it-defies-sceptics.19485558
goldfinger
- 22 Nov 2012 09:13
- 71 of 85
Julie Simmonds, analyst at Canaccord Genuity wrote in a note for clients: "2012 was focused on commercialising Daytona, 2013 is about expansion into new geographic territories and volume delivery. This should result in continuing revenue growth and improved margins, as Daytona volumes increase and manufacturing efficiencies become a focus."
http://www.heraldscotland.com/business/company-news/optos-share-boost-as-it-defies-sceptics.19485558
goldfinger
- 22 Nov 2012 09:30
- 72 of 85
Optos PLC (OPTS)22:53 ET Nov 21, 2012Analyst Comment by Savvas Neophytou at Panmure Gordon
Savvas Neophytou, analyst at Panmure Gordon, said: "Optos should be a core holding to investors looking to have healthcare in their portfolio.". more
This should result in continuing revenue growth and improved margins, as Daytona volumes increase and manufacturing efficiencies become a focus.". Savvas Neophytou, analyst at Panmure Gordon, said: "Optos should be a core holding to investors looking to have healthcare in their portfolio.". Optos was founded in 1992 by director Douglas Anderson after his son's retinal problems went undetected.
dreamcatcher
- 22 Nov 2012 13:22
- 73 of 85
Get up there !!!!!!!!!!
goldfinger
- 23 Nov 2012 03:25
- 74 of 85
he he. 200p here we come.
goldfinger
- 23 Nov 2012 08:08
- 75 of 85
Excelent........
"Mr Davis said Optos has received another 250 orders for Daytona devices that it has yet to ship."
Im targeting that line of resistance
on the chart at 200p and sharpish.
Toya
- 27 Nov 2012 10:08
- 76 of 85
Investec cuts target price to 157P from 202P
Investec cuts to sell from hold
I wonder why? I've been tempted by this one but not done anything about it yet
dreamcatcher
- 27 Nov 2012 10:14
- 77 of 85
There is talk that the targets are very ambitious and the management have plenty of work to do to meet them. So they could tread water.
dreamcatcher
- 27 Nov 2012 10:20
- 78 of 85
They need to install 1,000 to 1,500 Daytona machines to hit targets, so far they are in the region of 329. Also gross profit margin has fallen from 64% to 57% as the company's contract renewal program, gave customers the option of sticking with the existing technology.
dreamcatcher
- 27 Nov 2012 10:22
- 79 of 85
Next update will be key
dreamcatcher
- 27 Nov 2012 10:25
- 80 of 85
I have averaged down and reduced my holding by a significant amount.
Toya
- 27 Nov 2012 10:25
- 81 of 85
Ah - thanks Dreamcatcher. That would explain it!
rochester
- 27 Nov 2012 15:06
- 82 of 85
whats happening with the sp ? Treeshake ? anyone know anything ?
goldfinger
- 27 Nov 2012 16:03
- 83 of 85
Certainly come back intraday wise. Must have been that broker note and funnily enough Investec and Nomura have both been cutting smaller cap targets over the last 2 weeks in general whilst others have been increasing.
Differing macro views I think.
goldfinger
- 08 Feb 2013 07:38
- 84 of 85
THE FIRST OF MANY........
Wall Street Journal @WSJ
NJ Gov. Chris Christie has given his conditional support to Internet gambling. Should see other states now opening
up for online gaming in the US.
http://on.wsj.com/11ta484
Revenues and profits will be huge.
This will be a game changer for
OPTS imo.
goldfinger
- 08 Feb 2013 10:05
- 85 of 85
Disregard all above got wrong epic should be OPAY.
Sincere apologies. Not getting enough sleep.