Peadar
- 21 Oct 2003 22:22
tipped recently, no movement, i am none the wiser
Peadar
- 24 Nov 2003 18:40
- 6 of 110
ooops starting to get tired of it myself
richard70
- 04 Dec 2003 00:52
- 7 of 110
dear
llewellyn be + + + + + + + + + + + +
hangon
- 17 Dec 2003 15:47
- 8 of 110
This co has been (and remains true to form) to be a serial disapointment.
Bosses are too involved IMHO with the technologies and gaining Kudos with IP - whereas what real people want are products that work and improve their life, reduce cost, etc.
Unfortunately many IP businesses get carried away with large numbers when the reality is that few people could care a damn about every one of their technologies.
A technology / IP has zero-value until it has proven itself in the market. Only when someone tries to copy you will the Patent have any use - and you need to be willing to pump in lots of cash to defend your position, with little g'tee you will win.
I think Patents are only suitable for large businesses and they do show-your-hand...... They give competitors ideas and if they can improve on your research then all your effort is for nowt. A proportion of any IP must be within a small circle of joint-owners/executives who are already well-rewarded...in that way some aspects of the technology are never made Public and a copy-cat product is much less likely.
All IP shares should come with a wealth warning.
I am a holder of Scipher and so wish them well, but the writing is on the wall: do something with ONE technology - that doesn't include a fire-sale as witnesses recently....any deals must include Royalty....and a share in any joint IP then created...
richard70
- 18 Dec 2003 18:59
- 9 of 110
I agree with you hangon.I have made money with this co before (short term) but now this situation looks really bad, when the price was 9.75 and trendind up , I though that it will go up until 12p or 15p,because
they made a clear hand & cup.
and I though that this would bring back the person confident in this co. To be honest I put a target of 24p to 25p by july -sep.
But now everything is diferent. Who knows?
Guys I love to chat about stockmarket and I dont have a friend thats like this beautiful thing. I live in uk.
If any one likes to chat about it pls, my email is richardserrano@hotmail.com
YOU can put me in your messenger .
All the best RICHARD.
richard70
- 04 Jan 2004 00:49
- 10 of 110
Dear investor :
Review of Operations
Sciphers business is organised into two
distinct areas: Patent Licensing and
Product Licensing and Sale.
Patent Licensing builds on Sciphers
extensive experience in IP management
to create value for clients by providing
technology transfer, licensing and
consulting services.
Product Licensing and Sale focuses
on the origination, development and
commercialisation of Scipher-owned
technology through licensing or the sale
of developed products.
Patent Licensing
Since its inception in 2000, Sciphers
Patent Licensing operation, QED, has
established itself as a leading provider
of comprehensive IP exploitation
services to IP owners, providers and
buyers across the world. In December
2002, Scipher acquired US-based
intellectual property licensing business,
yet2.com, Inc., the worlds largest online
marketplace for the exchange of IP. The
acquisition complements the existing
Patent Licensing business, extends
Sciphers expertise in all facets of IP
management and licensing and
strengthens the Patent Licensing
operations in the US and Japan. Growth
in revenue, the number and quality of
technologies over which QED has
licensing rights, and the client base,
reflects the opportunities in this
marketplace. Revenues rose by 21%
to 4.3m (2002: 3.6m) through
revenue-sharing royalty agreements,
IP strategy consulting and from the
yet2.com marketplace.
Product Licensing and Sale
Secure Identification
New business revenues from Secure
Identification were 4.0m in the year
(2002: 4.4m). Revenue was lower
than expected, owing to the slippage
of certain contracts scheduled for the
second half of the year. In particular, the
2.1m information systems contract with
Satellite Information Services, that was
signed in April 2003, has given Secure
Identification a strong start to the current
year. Revenue for the period was driven
by a 20% increase in sales of Verid
fingerprint readers and by expansion of
its systems business. Its identity systems
were chosen by a number of institutional
and multinational organisations in the
local authority and offshore oil sectors.
The successful 2.0m smart-card
project for the National Health Service
was extended by a further 0.7m. A
border-control identity project on behalf
of the Government of the Federal
Republic of Nigeria was announced in
September 2002. Through its licensee in
the US, Appleton Papers, Deedmark
has been adopted by motor manufacturer,
Ford, to protect vehicle documents, and a
further licence was granted to Portals
Bathford, part of De La Rue. Demand
continued for Watermark tape for use
in banking, transport and stored-value
card applications.
Displays
Revenue from Displays improved by 39%
in the year, with an increasing number of
product designs incorporating Sciphers
microdisplays. Growth prospects from
microdisplay-based applications such as
rear-projection televisions and projector
systems remain strong. In September
2002, Scipher entered into an agreement
with Optogone of France to use
microdisplays in the development of
a range of advanced optical switching
devices for the telecommunications
industry. In May 2002, PicVue Electronics,
Sciphers Taiwanese partner for the
exploitation of our silicon chip-based
4 Scipher plc Annual Report 2003
Maintaining revenue growth
from New business remains
central to Sciphers success.
New business
represents 82%
of total revenue
Sciphers leadership in display
technologies underlies the
development and production of
sophisticated silicon chip-based
microdisplays. The technology is
finding ever-growing applications
in consumer products that include
microdisplay technology, confirmed its
plans for high volume microdisplay
manufacturing in Taiwan. Progress
towards financing this operation has
been encouraging.
Communications
Revenue contributed by Communications
grew to 4.2m in the year from sales
of wireless broadband equipment and
from contracts in the defence sector
for fibre interconnection systems. An
agreement was signed with Royal Mail
for the design, supply, installation and
support of its wireless networks across
the UK. A contract with BT to provide
broadband wireless and fibre products
was also won in the year. The strategy for
Communications has been shifted towards
a solutions-oriented business that is ideally
placed to benefit from the market growth
for wireless data communications.
3D Sound
Slippage in certain expected contracts
resulted in a reduction in revenues from
3D Sound to 1.4m (2002: 2.8m).
During the year new licences were
signed with the Taiwanese companies,
Realtek Semiconductors, Via
Technologies and ITE.
With Sciphers technology incorporated in
most of the worlds multimedia PCs, it is
the de facto 3D audio standard. Following
3D Sounds successful penetration of the
games console market where it is used on
Microsofts Xbox, it launched
GameCODA, a middleware product
that facilitates the integration of 3D sound
into games to be played on different
games consoles as well as PCs. An
agreement was signed with LSI Logic of
the US to develop the technology for use
on new games hardware.
Sensors
Sensors achieved an increase in
revenues of 174% to 0.3m in the year
as the call-off of sales from detector
manufacturers improved. Domestic
detector products incorporating the
Monox carbon monoxide sensors are
now sold in the US under the S-tech
brand from Patrick Plastics one of
North Americas largest detector
manufacturers. Four other major
manufacturers are preparing to launch
Monox-enabled detectors in the current
year. There has been a threefold increase
in sales for industrial air-quality
applications.
Technology Generation
Scipher continues to develop new
technologies identified as the source of
new IP-based business opportunities.
Approximately 35 R&D projects are
currently being progressed with a variety
of companies. These include:
microchemical reactor technology to
develop high throughput drug and
catalyst screening techniques;
microfluidic technology to develop a
process for spinning silk thread from
artificial or natural proteins; a new
flexible security standard that is
expected to have applications in the
growing market for digital rights
management and content protection;
and an agreement with BAA to extend
trials of a system to monitor the
movement of people in airports.
Further information about Sciphers
operations can be found on the website:
www.scipher.com
Scipher plc Annual Report 2003 5
rear-projection televisions, projector
systems and head-mounted displays.
Among other applications for these
microdisplays are advanced optical
switching devices for telecommunications.
jonjo
- 05 Jan 2004 09:58
- 11 of 110
dipped my toe in. looks like the new guy is kicking ass and getting rid of the dead wood. could be a good come back on this one from what I can make out.
jonjo
- 07 Jan 2004 07:26
- 12 of 110
going the right way. news soon. the fall was over done.
RoyMarklove
- 20 Jan 2004 11:44
- 13 of 110
Buying this morning and moving up. Perhaps now is a good time to buy
amardev
- 20 Jan 2004 18:19
- 14 of 110
SueHelen ....where are you ?
You've bin quite since your postings before Xmas when they dropped.
Bought then.
Now looking to add even more ........... after settling down I feel that they are about to 'breakout'.
You're thoughts please.
Look forward to hearing from you.
Good luck to all sip holders.
Regards
amardev
- 23 Jan 2004 00:40
- 15 of 110
Is there anybody out there?
Am I all alone on this one?
Your company and thoughts would be much appreciated.
Regards
amardev
- 23 Jan 2004 12:22
- 16 of 110
Am I all alone on this thread?
Some big buys just gone through......... Looking for a positive impact on share price.
Would love to hear views from other holders.
Regards.
moneyplus
- 23 Jan 2004 13:51
- 17 of 110
You are not alone Amardev, I am chewing my nails over this one, my fist purchase was at 8.10 a share--1000 only, so I am in for another 25000 hoping to recover my lost money! I have a good feeling about the new Chief and am backing him to save my ....! Other postings before were encouraging-where is Suehelen?
amardev
- 23 Jan 2004 14:27
- 18 of 110
Thanks for you posting Moneyplus.
Sorry to hear it's cost you money to date.
Well we're getting a movement in the right direction.
Any targets or time frame in mind?
Here's hoping for both of us.
Regards
Sue Helen.........
Looks like you have a fan club.
Would love to hear from you.
richard70
- 24 Jan 2004 00:22
- 19 of 110
guys i made money with this company before short term, i bought this time at 10p,because they just have finished a nice cup& handel and i thought that it would go until 15-20p, but didn't happen this time, if the new chief keep working he could bring the confident back , and if they can break the 14p shares price . we could see 20 to 25 share price by the end of july or more, it no't easy i know.sorry about my english
my emial is : richardserrano@hotmail.com.
all the best
Densil
- 26 Jan 2004 10:22
- 20 of 110
I can see a double bottom but no cup and handle Richard.
richard70
- 26 Jan 2004 11:18
- 21 of 110
DEAR DENSIL, I HAVE BEEN TRYING TO SEND U THE CHART BUT I DONT KNOW HOW TO DO IT FROM HERE , IF U WANT U COULD GIVE ME YOUR E MAIL AND I WILL SEND IT,. GUYS DID U HEAR ABOUT THE INVESTOR THAT MADE 30 000 000 IN A YEAR . THIS CAN HAPPEN TO US AS WELL. IF WE SELL AT 40 SHARE PRICE. THAT WILL BE NICE ISN'T JEJEJEJEJE ALL THE BEST RICHARD
moneyplus
- 26 Jan 2004 19:18
- 22 of 110
Hi Richard, I have high hopes but not that high!! In your dreams-the new chief may be good but he's not a magician!
Grandma
- 26 Jan 2004 23:24
- 23 of 110
I wish you guys would always give a price when you make a comment.
richard70
- 27 Jan 2004 00:51
- 24 of 110
HELLO MONEYPLUS I KNOW THAT HE IS NOT A MAGICIAN , WISH IS NOT GOOD FOR US. HE SHOULD BE A MAGICIAN AND PUT THE SHARES PRICES IN 40 , THEN WE DONT HAVE TO WORK NEVER MORE IN LIFE. JUST DANCING , PARTY AND PARTY. OR DOING GOOD BUSINESS AS A CFO.ALL THE BEST RICHARD
Tokyo
- 27 Jan 2004 09:18
- 25 of 110
I've made alot of cash with RTD and am now looking for somewhere else, and this maybe the place. I see 24 pence a share being mentioned on this board (although mostly by Richard, it's good to have that much confidence in a stock) I held on to RTD when everybody else was bailing, and am now smiling ear to ear as it keeps rising, SIP has almost doubled throughout this month, but how much is left in it?
are you expecting new contracts? Huge profits? What?