Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
 
Register now or login to post to this thread.

Cybit the best telematics play (CYH)     

Still Waiting - 21 Sep 2003 22:33

The chart for this stock says it all.

The company is quickly becoming a real gem in the telematics field, over the last month the co. has announced re-seller contracts which will bring in min. 2m or >30% of last years T/O alone.

The company is already experiencing massive organic growth so the co. should be profitable now following last years 500k loss.

The co. has approx. 6m cash and is in one of the hottest growth areas at the moment.

With a market cap. of 25m this will be re-rated x2/3 minimum within the next 6-12 months IMHO.

MM buys went through on Friday with T/O continuing to build, one to put on your monitor...

Pumacat - 16 Apr 2004 08:34 - 1638 of 3104

Not convinced that the price will keep on going up. I still think for sustained positive movement there needs to be a great deal of new and sustained news about contracts and aquisitions.

A trading update wouls be nice as well espicially with the news announced by trafficmaster today. CYH have already reported a good rise in sales in thier previous announcements and that was beforee a number of new contracts were announced. I think a trading statement indicating projected level of profit for the eyar and turnover increase would be wonderful. I see already this morning that despite early gained the share price has returned to yesterdays level although I did notice that the buy price has increased a little.

little woman - 16 Apr 2004 08:53 - 1639 of 3104

Currently 1 x MM @ 2.25/2.75 & 3 x MM @ 2.4/2.90

Draw your own conclusions on whats happening (what would I do without L2)

Red Underwing - 16 Apr 2004 11:04 - 1640 of 3104

little woman,

I have to query the value of these L2 figures.
I bought in at 2.53p this am, kindly marked as a sell by MoneyAM.
L2 doesnt seem to have any relevance to that price!!

How many of the other similarly priced trades, marked as sells, are also buys.

Looking at the contracts announced so far this year I make the total anticipated 'new' revenue 1,690,000 using the gross profit margin from the H1 figures. That could add in the region of 315,686 to the gross profit. A useful sum. Hopefully there will be more contracts in the pipeline to add to this.

The level of renewals & extensions is also an encouraging sign.

Fly by Night

Red
PS: I had forgotten that we talked about these back in January on the way to the SW meeting at Taunton!

little woman - 16 Apr 2004 11:57 - 1641 of 3104

The L2 figures are what the MM are quoting. The brokers allow us to trade between the figures, provided they have enough stock from existing clients. If they don't they will then start quoting the MM prices, because that is what they will have to pay for stock.

The L2 figures are just guides, but if they go up, so does the prices the brokers quote.

jonfish53 - 16 Apr 2004 12:51 - 1642 of 3104

Just been quoted 2.65 to buy 100000 @ halifax on-line, Anybody getting different quotes?

neilpos - 16 Apr 2004 12:55 - 1643 of 3104

2.40p sell, 2.45p buy on comdirect

Maggot - 16 Apr 2004 22:23 - 1644 of 3104

If a price is rising it's very likely a buy by you will be marked as a sell.
eg: Spread 2.40 - 2.50; you buy at 247, by the time your trade is reported (perhaps a little late) the price has moved to 243-253, now your price is less than the mid price and it's marked as a sell.

It's not Moneyam who do this - it's computerised.

Still Waiting - 21 Apr 2004 22:37 - 1645 of 3104

Each day brings the results that little bit nearer.

Could possibly get a trading update in the near term as well.

Still holding for the upswing to return..

chartist2004 - 22 Apr 2004 09:55 - 1646 of 3104

I dumped all last week at a loss after holding for 5 months, recovered all my loss now after a weeks trading, may get on board again later at 2p!

Flinny - 22 Apr 2004 13:53 - 1647 of 3104

Does anyone have a firm date for the results ?

Golfclub12 - 23 Apr 2004 11:26 - 1648 of 3104

fyi
Cybit Training and Consultancy initiative offers fast-track route to effective telematics implementation

New Consultancy portfolio includes comprehensive range of training, reporting and Return on Investment services
Cybit, the UK's leading online telematics service provider, has launched a major new portfolio of innovative Training and Consultancy Services designed specifically to help organisations enhance their telematics technology implementations. The Cybit Consultancy approach identifies how telematics can integrate with a company's existing business processes and add real business value by improving productivity, reducing costs and supporting Duty of Care obligations.

Cybit has extensive expertise in successful telematics deployment, built up by working closely with over 450 organisations in the UK alone, across markets such as utilities, field service management, home delivery, vehicle leasing, rental and the insurance sector. The training and consultancy services help organisations to ensure tight integration between the management of their mobile workforce and information available from existing enterprise systems. Cybit's Consultancy portfolio includes full business integration training, fleet and operational consultancy, Return on Investment analysis, system configuration, managed services, HR integration and legislation assistance.

"A successful telematics implementation needs to look beyond the technology to address how the system integrates with organisations' existing business processes to add value," said Richard Horsman, CEO, Cybit. "To help ensure that organisations optimise the management of their mobile workforces, we've developed our broad range of training and consultancy services to help identify and unlock the value from within our clients' business practices.

"With Cybit Consultancy we're committed to optimising customers' investments in Cybit telematics solutions. Whether it's providing analysis of the business operations, full consultancy, a Return on Investment study or in-depth system integration and support services, we're finding that consultancy services are an effective approach to enable organisations to improve productivity, reduce operational costs and ensure Duty of Care," Richard Horsman continued.

Enquiries

Philip Szomszor
IBA - PR for Cybit
01780 721 433
pszomszor@iba-europe.com Sophie Geering
Marketing Manager, Cybit
01480 389100
sgeering@cybit.co.uk

About Cybit

Cybit is a leading provider of fleet management and telematics solutions, delivering a full range of Internet-based software and support service to private motorists, vehicle fleet managers and commercial haulage operators. Cybit operates a number of telematics platforms, from end-to-end OEM solutions to its own generic platform, providing satellite tracking of mobile assets via street-level digital maps. This enables Cybit operators to obtain data and deliver services or assistance via wireless networks for safety critical events, accident or breakdown, as well as providing support if a vehicle is stolen, or a driver is late or lost. By facilitating the processing of this information for financial management purposes, Cybit then frees users up to promote best use of existing resources.


news but not quite what we want.

Regards G12

chartist2004 - 23 Apr 2004 11:32 - 1649 of 3104

The whole market's up exept you know what! IMHO dump and use the remainder of your dosh to make U a profit in CFP! DYOR.....

Golfclub12 - 23 Apr 2004 14:54 - 1650 of 3104

Bit confused ://

Copied article onto forum this am from cybit site and it dosent seem to be there now!? Am i loosing it or what??

G12

jonfish53 - 23 Apr 2004 16:05 - 1651 of 3104

Golfclub it's still on the board POST 1647

little woman - 23 Apr 2004 16:14 - 1652 of 3104

I'm not complaining, I sold part of my holding last week @ 2.48 at a nice profit, and just bought it back @ 2.22!

Golfclub12 - 24 Apr 2004 10:04 - 1653 of 3104

Little woman

I couldnt find it on the cybit site where i had copied it from earlier in the day. I must be loosing it ,its on there now.... :))

Thanks anyway G12

prepared - 25 Apr 2004 17:00 - 1654 of 3104

little woman

I must say I feel very let down by CYH. I think there is money to be made elsewhere i.e. CFP. I feel I've held on to cyh long enough but I just know that as soon as I sell they will break out and head north.

Any thoughts on CFP? Do you think CYH will get to 5p anytime soon? And one more question if I may be so bold. If you were going to take a quick short term punt on a stock then what would it be?

petermoran - 25 Apr 2004 17:49 - 1655 of 3104

prepared

I understand the way you feel but would caution against selling now so near results and possible newsflow. Some 5m was raised in Nov for aquistions etc and appointments of strong non execs too, making one think that something must be going on at CYH. The price has been marked down even though contracts have been announced. Aretemis certainly would not aquire 100 mill and see their investment go down the pan in such a short space of time coupled with the Directors buying at 3 p also. Just my thoughts but do what you think is best for your investment purposes.

prepared - 25 Apr 2004 19:12 - 1656 of 3104

I know you're right, something is bound to happen soon.

little woman - 25 Apr 2004 19:41 - 1657 of 3104

prepared - while the rest of the market decides what it wants to do with CYH, I'm taking the chance to make a some regular money. I've held on to part of my holding and will not sell until the share hits my target price or the management do something I don't approve of or I don't like the the figures the company produces. I've never looked for the "quick buck", if it comes along excellent. I'll take a quick profit on the other part of my holding, if I can -if the price picks up slightly. But I don't mind if it then drops, because I can then buy back the shares and have money left over which either goes into something else or I spend!

I consider AIM shares high risk, and only put part of my money in them. Also I like my companies to actually be "doing something" and have a product which is not dependant of "personalities" for the company to make money, which is why I like CYH. I'm afraid CFP for these reasons, is not my type of company.


Register now or login to post to this thread.