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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...

blakester - 21 Nov 2003 18:02 - 235 of 3104

No worries ajren, I wasn't trying to hassle you mate I just wondered how involved you were. I agree with you in most repects but I do think discussion has its place as all planning is based upon past experience, is it not?

ajren - 21 Nov 2003 18:14 - 236 of 3104

I agree.However,I feel most of it should be on the latest news i.e.often the
day it appears.No problem about your questions.Please you/anyone ask me anything
I will always reply to the post and tell you my position

blakester - 21 Nov 2003 18:17 - 237 of 3104

Cool - have a good weekend.

Still Waiting - 21 Nov 2003 20:35 - 238 of 3104

Well having read through all the posts it appears everyone is still bullish, I've researched the telematics sector for what feels like a lifetime now (lost a fortune on Skynet over on Ofex moons ago).

This has to be the closest you can get to a sure thing, istituitions oversubscribing the placing at 3p, the ex-broker taking up their options at 3.5p when the share was barely in the money together with rumours of The Met. Police and Rentokil. Lex Deal signing up the M.O.D and Norwich Union trialling Pay as you Drive. Council contracts and car sharing.

The list is endless, those probably don't even scratch the surface.

What market value do you place on one of these deals???

What market value would you place on CYH if they all come off???

Hold those certs. close to your chest and don't let go...

Thats my advice...

Once a market cap. of 50m is breached more instituitions will be buying, and on it goes...

Have a good w/e.

SW

dalrymp - 21 Nov 2003 20:36 - 239 of 3104

My holding is 320,000 @3.50p. I got in late compared to most people and I'm kicking myself for not reacting quickley enough to a tip for this share from a friend of mine. Still I am in this for the next 6 months at least! I have actually been told to hold these for 2 years but I know I will be tempted to sell some in March/April when the price should be significantly higher.

I'm glad today's rise was steady. Obviously a lot of T10s came in today so I guess the next couple of weeks could become a bit of a rollercoaster but I honestly think a lot of good news will be announced along with results so I'm hoping that this won't be one of those shares that move sharply up prior to results only to fall when T traders move out. If new contracts are announced soon and I'm pretty sure they will be, then we'll see big long term investors coming in. Telematics IS the future.

dalrymp - 21 Nov 2003 20:59 - 240 of 3104


Still Waiting

"The institutions oversubscribing the placing at 3p" Exactly! They definitely know that the results will be good. It's also interesting that last week and the beginning of this week Cybit were saying that the results would be announced last week in Nov first week in Dec. It's as though they were waiting for a contract/contracts to be signed off so that they could be announced along with results, then boom, RNS today. Also, they have never given notice of results before.

The Lex deal and what Lex said about the partnership with Cybit exceeding expectations, was great news. I've also heard the rumours about the Met and Rentokil, I guess we'll find out soon enough, but there is a lot of business out there to be won and Cybit is winning it!!!!!!!!!!!!!!

sissyfuss - 22 Nov 2003 23:27 - 241 of 3104

testing 123

nematode - 23 Nov 2003 07:44 - 242 of 3104

I've heard the following on ADVFN,

Keep holding, news will flow.
The main news will come after the results (its a biggy)
4 new contracts that are in the bag. (controlled by others) at the moment.
One of them is to be released soon, just dont know the exact date as of yet.
Turnover up, profits up, etc
Oh and by the way, they smell a rat!

This was the first sniff of the Rentokill rumour

sissyfuss - 23 Nov 2003 11:05 - 243 of 3104

Think thats by (or inspired by) chap called efc123
Posts cryptic messages on advfn cybit BB claiming inside info. Gets some of the kids over there quite excited! The odd poor sods almost beg him for more info...Very bullish stance, proclaims major holding (12mill plus) so thats not surprising.

That board is more active but I subscribe to both sites, moneyam just recently and must say that although the BBs much less busy the site is very strong in places. Did notice that the number of shares in issue for CYH is way off.....that worries me quite a bit...if their fundamentals have errors wherelse could there be errors???
But as I look around I like alot that I see.

nematode - 23 Nov 2003 14:32 - 244 of 3104

That's right sissyfuss,spot on!It is a claim made by efc123,well we will have to wait and see how much inside knowledge he posseses!

sissyfuss - 23 Nov 2003 17:32 - 245 of 3104

And I noticed Saddambinladden made a direct hit on the last RNS...posted about 15 minutes before notice of Interim date was put out on Friday 7.00am. Maybe luck...maybe one to watch!?

nematode - 23 Nov 2003 17:56 - 246 of 3104

I always tought saddambinladen was always one step ahead of the pack,hence they've never been caught.LOL!!!!!!!

sissyfuss - 23 Nov 2003 20:47 - 247 of 3104

Good luck to all holders. This week will be a learning experience, whatever the short term outcome!

ckmtang - 24 Nov 2003 07:50 - 248 of 3104

anyone can remind me when the report come out?

nematode - 24 Nov 2003 07:57 - 249 of 3104

wot report?Interims announced tomorrow if that's wot u mean!

t999mrb2 - 24 Nov 2003 08:32 - 250 of 3104

On its way up this morning in anticipation of results?

ckmtang - 24 Nov 2003 08:34 - 251 of 3104

is it a prediction we will have a good result.

Pumacat - 24 Nov 2003 09:05 - 252 of 3104

I have bneen looking at this site for a couple of weeks and seems a few peoiple are awfully well connected. Moved from retail decisions to CYH for a total holding of 575,367.

Already the investment has paid off and lookinf forward to the positive newsflow which is being widely predicted.

skids - 24 Nov 2003 09:17 - 253 of 3104

Apparently Trafficmaster have (or are about to) sign/ed a deal to put SmartNav in every car for 2 manufacturers. I think this product uses Cybit technology, so this should bring in more money. I also read something about a deal with Rentokil, but can't find the full info.

Will post more here if I can find it.


Cheers,
skids
Marques-bros Racing

Talkpanerai - 24 Nov 2003 11:53 - 254 of 3104

The price has dropped again, any reasons ???????
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