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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...

BANKONE - 30 Sep 2004 13:07 - 2361 of 3104

Post number 2349 from still waiting if your not bored still where is the next contract coming from.

Still Waiting - 30 Sep 2004 22:13 - 2362 of 3104

Still here, have heard NES or PMG to announce a contract tomorrow, can't be sure of which.

Steady climb for CYH from here...

predator22 - 01 Oct 2004 10:28 - 2363 of 3104

Norwich union web site update.

http://www.nurs.co.uk/news/articles/cms/1096539198212694732330_1.htm

gary k - 01 Oct 2004 10:58 - 2364 of 3104

It's a small company, so expect to wait a while for positive news as they'll probably not have a dedicated "news release" person on board yet?

A steady stream of good news in recent months has seen the price climb somewhat, but still some way to go to reach the heady 3-4p days of approx 12 months ago, though IMHO it iwll eventually get back and exceed that price.

Hold and wait for better news and prices, which will come inevitably for this well managed and run company in an ever increasing market for telematics.

Douggie - 01 Oct 2004 11:15 - 2365 of 3104

Now where have I heard that before ............still holding, waiting and hopeing.

ptholden - 01 Oct 2004 13:49 - 2366 of 3104

From Today's Times:

Cybit Holdings a smaller stock to watch

Not much, but it all helps.

PTH

Douggie - 01 Oct 2004 14:40 - 2367 of 3104

Now why would anyone sell 1.000.000 at 1.66p with mid at 1.77 Now?????????????

ptholden - 01 Oct 2004 14:54 - 2368 of 3104

Probably a delayed trade Douggie. Shouldn't worry too much, any more large buys today and we should see another small tick up.

PTH

Douggie - 04 Oct 2004 09:30 - 2369 of 3104

:o) nice blue

Douggie - 04 Oct 2004 09:47 - 2370 of 3104

one small :o) from me sends it back down .03!!!!!!!!!!!!!!!!!! ;o(

moneyplus - 04 Oct 2004 16:39 - 2371 of 3104

Update due in November-hopefully very positive.

Douggie - 06 Oct 2004 10:43 - 2372 of 3104

thats the 3rd 'recorded'1,000,000 sell gone though in recent days ??????????

Pumacat - 06 Oct 2004 11:10 - 2373 of 3104

I am afraid I am totally fed up with this share and the management.

People keep saying its well run and that good things can be expected. Well actions speak louder than words. In a 12 month the value of the shares have halved, few significant new contracts have been announced and certainly not on the consistency required for continued share support and the investment institutuions made in the compnay at 3p at the beggining of the year seems a bad choice gfor those institutions.

I have had a gutsful and have decided to get out and stick my 10,000 elswhere.

Best of luck to everyone who remains.

Douggie - 06 Oct 2004 13:55 - 2374 of 3104

Best of luck Pumacat looks like you got plenty of company :-[

moneyplus - 06 Oct 2004 13:58 - 2375 of 3104

Institutions are holding long term and must know more than we do. I think Nov update will be positive and I have picked up some more today. Keep the faith all.

EWRobson - 06 Oct 2004 15:22 - 2376 of 3104

Just taking a look; if my friend ptholden in then, must be good! Hopefully regular readers will be able to readily answer the following questions: (1) is Pumacat justified in his/her criticism of management? (2) how do you explain the long-term fall against what looks to be a good trading pattern and movement into profit? (3) how significant are recent contract announcements - they look a little on the small side? (4) what do you reckon is the revenue potential for the Norwich Union deal and at what rate should it build up?

I used to work for IBM way back when it was the top share around because they rented their equipment so revenues just rose and rose. I see that CYH income is monthly charges. Or do they take credit for a contract up-front?

Eric

Kivver - 06 Oct 2004 20:05 - 2377 of 3104

I like this share and i am in for has long as it takes. It is a good, small, quality company (look at the web site). They are continually signing small but significant deals that all add up to a good long term future. I believe they are going to change the way they report their accounts this year, which may not look particularly appealing but you need to read between the lines.

If you want to make a fast buck then this is not the share, imho it will be a nice solid but stable riser over the next few years. I have bought a reasonably small number and hardly ever look or follow, one for the future.

willfagg - 06 Oct 2004 20:23 - 2378 of 3104

I completely agree with pumacat and also reached the same point and sold a while back.A share halving in value over a year is hardly my idea of fun!However as Kivver says if your srategy is v long term 2/3 years i agree that they look solid. I still like the company( similar to my feelings about PXC)and if the price got discounted enough I would go back in but i would want a buffer to offset the potentially slow future growth rate.
I think a lesson i am learning is loyalty to a share can be a bad thing as you stop being objective."I'm stayin in no matter what" and similar comments I think make me want to step back a pace.My losses have come primarily from this kind of attitude. I think the ones that nosedive overnight you cant do too much about.Anyway enough of pessimism and wish all in CYH success.

skids - 07 Oct 2004 16:53 - 2379 of 3104

This was published on the Cybit site a few days ago. I remain a holder for the longer term.

cheers,
skids

-----------------------------------
Cybit secures first major European telematics contract as it expands international operations

Fleetstar-Online allows leading print industry supplier to improve fleet
visibility and manage international deliveries across the UK, Germany,
France and Holland

Cybit, the UK's leading online telematics service provider, has announced
its first European telematics contract following an order from Sericol, a
world leader in the production of premium inks and consumables to the print
industry. Sericol has installed Cybit's Fleetstar-Online fleet and asset
management solution into an initial 30 vehicles to help improve the
visibility and management of its deliveries across the UK, Germany, France
and Holland. Sericol selected Fleetstar-Online because of its comprehensive
web-based fleet management tools, and the company will use the Cybit
solution to improve vehicle utilisation, optimise routes and help ensure the
safety of its drivers.

Cybit's scalable Fleetstar-Online telematics solution supports multiple
languages, and features a broad range of advanced functionality including
real-time vehicle tracking, exception reporting, replay mode, customised
reports, mileage information, SMS messaging and live traffic information.
Broadening Cybit's operations into Europe builds on the company's strong
success in the UK, where the company's open platform telematics solutions
have already helped to improve mobile workforce productivity, reduce
operational costs and ensure Duty-of-Care provision for over 500 major
organisations.

"Although we had an existing telematics solution, we wanted to migrate to an
Internet-based telematics approach to help deliver management information
about our fleet across the business," commented Mike Cole, Manager -
Customer Service Centre at Sericol. "Most of our European deliveries use
historical routes, which we believe can be optimised to increase the number
of drops and make fuel savings. Cybit's Fleetstar-Online solution will
provide us with the necessary management tools to make this possible, while
also providing additional benefits such as vehicle replay, mileage
information and customisable reports."

"With Fleetstar-Online we can provide organisations which operate across
Europe, such as Sericol, with exactly the level of telematics functionality
they require, while also providing them with an incremental upgrade
capability so they can introduce additional capability when needed," added
Richard Horsman, Cybit's CEO. "With our scalable business model and an
expanding business base, Cybit is set to become the partner of choice for
forward thinking European organisations such as Sericol that are looking to
use telematics to help unlock hidden value within their business."

Fleetstar-Online is Cybit's scalable Internet based fleet and asset
management solution that features real time vehicle tracking, exception
reporting, replay mode, customised reports, mileage information, SMS
messaging and live traffic information. It provides companies with a
cost-effective ASP-based fleet management solution, which offers users
anytime, anywhere access to the system via a standard web browser. The
latest release of Fleetstar-Online introduces a unique modular approach to
fleet management, providing fleet customers with access to industry leading
technology that was previously available only to major enterprises.

Cybit has quickly established itself as the market leader for Internet-based
telematics-enabled fleet management solutions. With its next generation
telematics platform, Cybit combines key architecture strengths - such as an
OpenAPI and decoupled technology and application layers - to enable
organisations to easily integrate Cybit telematics technology with their own
applications and bring them to market quickly.


About Sericol:
Sericol is a world leader in the production of premium inks and other
consumables for the screen, narrow web label and flatbed digital printing
industries. It has a strong reputation for its technical support services
and customer business programs. Sericol is known for the quality of its
products and services and is a technology leader in UV curing ink systems.
For more information, please visit www.sericol.co.uk


Douggie - 08 Oct 2004 09:03 - 2380 of 3104

Oh well mournin all, back to red! in spite of now regular good news buletins this share can't find support ;-\
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