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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...

optomistic - 22 Dec 2004 16:43 - 2722 of 3104

Douggie - 22 Dec 2004 17:58 - 2723 of 3104

OH IF ONLY a jump so far ;-\

in terms I am used to 1.46p +0.13p trades 9 266 950...not a bad day realy.

I could imagin in due course a sp of 7p I find 3.50 not nearly so probable goin to have to wait and see

skids - 22 Dec 2004 18:41 - 2724 of 3104

like you douggie, I'm finding it hard to believe this one will ever get up to 140p+ (break even). at least not in my lifetime anyway... lol still it could have been worse (or PET)

bella - 22 Dec 2004 19:15 - 2725 of 3104

I've been away on hols for the past few weeks. Has the company consolidated their shares whilst I have been away?

bella - 22 Dec 2004 19:15 - 2726 of 3104

I've been away on hols for the past few weeks. Has the company consolidated their shares whilst I have been away?

Kivver - 22 Dec 2004 19:50 - 2727 of 3104

yes they have.

Kivver - 22 Dec 2004 19:51 - 2728 of 3104

yes they have.

optomistic - 22 Dec 2004 19:59 - 2729 of 3104

Bella..... check posts 2719/20, if you are interested in the share why not read the posts?

azhar - 22 Dec 2004 21:45 - 2730 of 3104

After a slump in its share price following gloomy results at the beginning of December, CyBIT Holdings' directors have been on a share buying spree in the last few days. The revelation sent the shares 6.5p higher to 73p. In purchases over the last 2 days, Neil Johnson bought a total of 1.02 million shares bringing his stake in the group to 2.75%, Richard Horsman bought 682,566 shares bringing his stake in the group to 2.58%. Kevin Lawrence bought 340,170 shares bringing his stake in the group to 0.30%. Other directors also made small purchases.

optomistic - 22 Dec 2004 23:52 - 2731 of 3104

Post 2712:
Directors buy in:

CybIT Holdings PLC
21 December 2004


CYBIT HOLDINGS PLC

Director share dealings

Cybit Holdings PLC was informed on 21 December that the following directors had
purchased ordinary shares of 0.1p each in the company on 20 December.

Name of director No. of shares % of issued Price Enlarged % of issued
purchased share capital shareholding share capital

Neil Johnson 1,000,000 0.10% 1.41p 26,330,000 2.65%
Richard Horsman 666,666 0.07% 1.41p 24,856,666 2.50%
Kevin Lawrence 333,500 0.03% 1.41p 2,663,500 0.27%
Sir John Wheeler 100,000 0.10% 1.41p 400,000 0.04%
David Robins 500,000 0.05% 1.41p 1,300,000 0.13%

Cybit Holdings PLC was also informed on 21 December that the following directors
had purchased ordinary shares of 5p each in the company on that day.

Name of director No. of shares % of issued Price Enlarged % of issued
purchased share capital shareholding share capital

Neil Johnson 20,000 0.10% 66.5p 546,600 2.75%
Richard Horsman 15,900 0.08% 66.5p 513,033 2.58%
Kevin Lawrence 6,670 0.03% 66.5p 59,940 0.30%
Sir John Wheeler 2,000 0.01% 66.5p 10,000 0.05%
David Robins 10,000 0.05% 66.5p 36,000 0.13%

Enquiries:
Cybit Holdings PLC
Kevin Lawrence
01480 389100

m100 - 23 Dec 2004 08:53 - 2732 of 3104

CYH /gizmondo/Tiger telematics movement seems to suggest there should be an upturn in this market sector..

Douggie - 23 Dec 2004 14:14 - 2733 of 3104

19 buys to 7 sells and they drop sp nothing changes here !!!!!!!!!!!!!!

I'm off to Lancaster spend Christmas with daughter

the verry Best of Seasons Greetings to all who helped while away those lonly hours watching in dissbelief as this share went the opposit way to our expectations......maybe next year...can't be worse lost over half my investment here already

:o)))))))))))))))))))))))))...........x x x x xwhere apropriate x

Douggie - 23 Dec 2004 14:15 - 2734 of 3104

Douggie - 31 Dec 2004 14:49 - 2735 of 3104

Prosperous New Year to all and chrissie ( guess you are a wee bit glum)look foreward to your positive reasuring posts next year, it's GOT to be UP

:o)))))) Doug.

Douggie - 05 Jan 2005 00:12 - 2736 of 3104

E'errrrrrrrrr well maybe ;o\

m100 - 05 Jan 2005 08:41 - 2737 of 3104

big errrmm - well you have to "get down to boogie" - cyh just like to tease us all :-)

Douggie - 05 Jan 2005 08:51 - 2738 of 3104

:-[[[......... not this much!!!!!!!!! ;-/

MillionDollarMan - 05 Jan 2005 10:20 - 2739 of 3104

I see it start 70:73 this morning... Probably to try and shake it all up and perhaps get something moving and like clowns, they started getting out. They are like sheep! Baaaaaa

optomistic - 05 Jan 2005 11:22 - 2740 of 3104

Only 38,000 shares traded. No mad selling spree there, more likely the MM's not holding stock and lowered the price to try and create some trade. No one wants to but at this price so the share price will probably fall further.

EWRobson - 05 Jan 2005 23:10 - 2741 of 3104

optomistic - now that's not very optomistic is it? But full marks for honesty! Not in the share at the moment but have been looking back at the interims. Talk about anodine comment from Johnson, including the EGM statement! How can you project the financial futures? Perhaps someone can! The only conclusion I felt I could draw is that the new accounting policy spreads revenue and profits over 36 months (or is profit taken at the end?). Bound to be a problem on change over as there is no contribution on previous business on which credit already taken. You can assume that business is slightly up, but if we assume that revenue would have been 4m and small pbt then 1.4M revenue has been delayed and 200K costs. This contribution might be spread over 5 6-month periods at 240K per period. By period 6 we would be back where we started if trading is flat. I won't go through any detailed calculations but, if the delayed revenue generated rises at 15% per 6-month period, CYH would breakeven in the first six months of 2006/7 after which pbt would rise quite quickly and, very important to the management, smoothly.

I may have lost some of you, but I hope someone will have a quick and easy way of doing some figures. I cannot see why the cybit FD could not be more helpful in projecting figures - if not him, Bell Pottinger. I suspect my figures understate the true situation, because there should be increases in, for instance, consultancy fees. But we don't know much, do we, about the impact of the Norwich Union or Sainsbury for You figures?

Being a cyncial sort of fellow, a thought has struck me. Why should the directors want to increase their holdings? A sign of confidence, yes, to support the price post the 1 for 50 issue. Probably they know that the sp is hugely understated because of this accountantcy change. After all, it will all work out in a couple of years or so after which we have the benefit of a much smoother profit increase. Perhaps we should put the cat amongst the pigeons, perhaps with a letter to Bell Pottinger seeking some projections - not forecasts but figures on a "what if" basis. OK for those patient enough to wait a couple of years but why should we not get the sp to a price related to real value which, I suspect from history, should be more like the 12-month high of 216p.

Hopefully some of you analysts, financial and mathematical, will get to work to produce some enlightenment. Perhaps Shares should tackle it with the company or advisors?

Eric
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