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 !.

We need a 25% rise :-))

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.

Just a shame it fell so far pre the results

Yep but Im expecting loads of coverage in towards xmas and new year.

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.

Like it.

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.

21 Nov Optos PLC OPTS Canaccord Genuity Buy 175.13 165.00 312.00 312.00 Retains

SP TARGET

312p.

ON THE BBC
Nice little write up about 5 minutes ago.


http://www.bbc.co.uk/news/uk-scotland-scotland-business-20425724

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.

21 Nov Optos PLC OPTS Nomura Code Buy 177.13 Reiterates.

Reiterates BUY.

Good headlines also off the Scotsman newspaper

http://www.scotsman.com/business/management/revenues-jump-37-at-eye-scanner-firm-optos-1-2647897

21 Nov Optos PLC OPTS Canaccord Genuity Buy 177.13 165.00 312.00 312.00 Retains

SP target 312p.

They look a little gem Goldfinger!

Good buying, lets go for +10% at close.

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.

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.

Wonder if there will be a show of late sells, dropped off after 4pm.

Yep small caps getting hit of late after a fantastic late summer rally.

Xmas bounce will see that right in about 10 days.