Tech Stocks

[MAC]

There used to be a tech stock thread but as I understand it was deleted along with it’s originator;

Clearly XRO dragged the NZX SciTech sector down along with it creating some quite appetising value amongst one or two stocks which are rather undervalued and looking unnecessarily beaten up about here.

At some point the companies with sound fundamentals will peel off and leave XRO to go its merry way and the funds will step in and claim the value, there’s some evidence of this occurring over the last few weeks.

FA’s only please, if there’s any left – which stocks are showing the best value ?

[Harvey Specter]

Is that what happened to that thread - it got deleted with Sparky deleted his account.

What an Ar$ehole (I like the guy but) as I have posted lots of good links on valuing tech companies, as had he. I wont be able to find them now in the quagmire of the internet.

[Harvey Specter]

FA is hard for tech comapanies as you have to predict their growth. High growth is extremely hard to maintain.

XRO - But having said that, XRO could have a second wind as it starts to wind up in the US market.
GEO - a dead duck unless they get their prices up (to the advertised rate)
SLI - haven't heard much
WYN - seems to be doing well and is holding up OK but has been caught by the tech co rerating.
DIL - hopefully they will maintain their high growth now the distraction has been removed.
VML - hard to tell. they have had some good sales recently but they are still really small.
SNK - if it wasn't for those darn large shareholders, it could be doing ok
CNU - if it wasn't for the comcom so they could charge what they want, they would be huge (hence the need for the comcom - balancing act needed).
SKO - to early to tell but they seem strong
GTK - Big lumpy sales so ensuring their customers renew and not change to SAP is the key.

[percy]

Thank you Harvey Specter for listing them.
Should FIN and SDL be included?

[Snow Leopard]

The NZXSciTech Index (https://nzx.com/markets/NZSX/indices/NZTS) includes companies from the NZSX and NZAX markets with significant business interests in research, development and commercialisation of science and new technologies. Index weighting is by full market capitalisation, capped at 10%.

ATM
AXG (NZAX)
BLT
CVT
DIL
FIN
FPH
GEO (NZAX)
LIC (NZAX)
MAD
PEB
RAK
RNS
SCT
SLG
SLI
WDT
WEL (NZAX)
WTL (NZAX)
WYN
XRO

Best Wishes
Paper Tiger

[Harvey Specter]

Thank you Harvey Specter for listing them.
Should FIN and SDL be included?Those are just the ones I either own, or follow to varying degrees.

I missed of PEB from my follow list.

I am starting to regret my recent interest in tech stocks. They have been forming a larger and larger part of my portfolio (historically lots of infrastructure) as I find them more interesting.

I also hold some unlisted tech type stocks through PowerHouse and Punakaiki.

[MAC]

Of the SciTech stocks I do research, wish I had time for more, I’ve the following with upside;

ATM FY14 $1.09 (+60%)
CVT HY15 $4.95 (+27%)
DIL HY14 $5.80 (+41%)
PEB – Also good upside, but awaiting wine, nibbles and FA tit bits at the AGM.

And, then there’s XRO HY15 $15.75 (-36%)

I do like Clare Capital’s work on XRO actually, and for being bold and brave enough to openly publish: http://img.scoop.co.nz/media/pdfs/1310/Clare_Capital__Xero_Thoughts_20131003.pdf

[whatsup]

Of the SciTech stocks I do research, wish I had time for more, I’ve the following with upside;

ATM FY14 $1.09 (+60%)
CVT HY15 $4.95 (+27%)
DIL HY14 $5.80 (+41%)
PEB – Also good upside, but awaiting wine, nibbles and FA tit bits at the AGM.

And, then there’s XRO HY15 $15.75 (-36%)



I do like Clare Capital’s work on XRO actually, and for being bold and brave enough to openly publish: http://img.scoop.co.nz/media/pdfs/1310/Clare_Capital__Xero_Thoughts_20131003.pdf

Clares analysis is the best that Ive seen, and still plenty of BLUE sky here at todays price.

[Joshuatree]

Am trading in couple of little spekkys on the ASX atm
YNB Yonder and Beyond a Global tech venture accelerator with a focus on mobile apps.
Breaking upwards atm. Management look vey savvy.
And

BPF Bulletproof ,an Australian critical cloud provider in the middle of an acquisition and SPP. speculative and a hot sector to be in . A much more substantial business then YNB atp.DYOR.

[Onion]

Orion Health (OHE) should count as a tech stock?

[Joshuatree]

Yes indeed ,do you hold? Must have a decent look at it. Ive Added CM8 and OVH to my little collection DYOR.

[Joshuatree]

Am trading in couple of little spekkys on the ASX atm
YNB Yonder and Beyond a Global tech venture accelerator with a focus on mobile apps.
Breaking upwards atm. Management look vey savvy.
And

BPF Bulletproof ,an Australian critical cloud provider in the middle of an acquisition and SPP. speculative and a hot sector to be in . A much more substantial business then YNB atp.DYOR.

BPF has taken off today after being a sleeper for me up re 30% today. Been overlooked as the presentation shows one the undervaluation.
Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvQk4L5g y9pmKWpplJ2%2Fk%3D)

OVH been on a tear as well up 42%

[Onion]

BPF has taken off today after being a sleeper for me up re 30% today. Been overlooked as the presentation shows one the undervaluation.

There must be something wrong. This is a tech company that makes a profit! Very Strange.;)

[Mista_Trix]

Am trading in couple of little spekkys on the ASX atm
YNB Yonder and Beyond a Global tech venture accelerator with a focus on mobile apps.
Breaking upwards atm. Management look vey savvy.
And

BPF Bulletproof ,an Australian critical cloud provider in the middle of an acquisition and SPP. speculative and a hot sector to be in . A much more substantial business then YNB atp.DYOR.

Take a look at PEH on the ASX if you're into that kinda thing. Small cap with huge potential - scalable, environmental tech. I've been in since 8.3c so am sitting alright for the moment. The next jump is only a matter of time.

Edit... scratch that, you're already in it :-S
Aren't we doing well ;)

[Joshuatree]

There must be something wrong. This is a tech company that makes a profit! Very Strange.;)

Im having some stunning gains in this sector Onion. BPF up another 19.5% today to 46c. YNB the only laggard atp.

[Joshuatree]

http://www.bulletproof.net.au/bulle...a-managed-cloud-service-provider-of-the-year/ (http://www.bulletproof.net.au/bulletproof-named-2015-frost-sullivan-australia-managed-cloud-service-provider-of-the-year/)

[Joshuatree]

Whoops have just noticed this is actually an nzx tech stock thread , apologies anyone who reads these.Last post here .OVH in trading halt re cap raise. Its been a crazy ride ; up re 85-90% for me.