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AMS - Atomos Limited

System

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Atomos is a global software and hardware technology company that creates, develops and commercialises products for the rapidly growing content creation market.

Atomos enhances video content creation by producing products that connect the imaging and computer worlds together, from the point of capture (camera) through to displaying (monitor), processing and recording of the latest high-quality video onto affordable computer media for creative enhancement and distribution of content.

The Company designs, develops and commercialises award-winning, simple to use monitor-recorder products that ensure content creators consistently have access to the latest video monitoring, processing and recording technologies, regardless of how advanced the camera or production equipment they use.

It is anticipated that AMS will list on the ASX during December 2018.

https://www.atomos.com
 

greggles

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Second day of trading today for Atomos Limited and it has closed at 80.5c, a 96.34% increase on its listing price of 41c. A great start for AMS and perhaps a sign of things to come.
 
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Second day of trading today for Atomos Limited and it has closed at 80.5c, a 96.34% increase on its listing price of 41c. A great start for AMS and perhaps a sign of things to come.
Always a bit skeptical of the ones that do this.

I may have misread after a quick glance at their Accounts but even though they turned over $35 million last FY …. after costs etc they actually lost $16 million:(

Doesn't feel quite right to me but that doesn't mean it wont rise:cautious:
 

Ann

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Up 11.75% so far today....

Strong video recorder sales boost Atomos’ expected revenue

Video technology developer Atomos (ASX: AMS) has upgraded its guidance for the 2019 financial year following stronger than expected sales from its recently launched monitor and recording devices.

The company, which only debuted on the ASX five months ago, is now expecting its financial year revenue to be in excess of $50 million, an 18.5% improvement from its prospectus forecast of $42.2 million.

It also upgraded its guidance for earnings before interest, tax, depreciation and amortisation (EBITDA), with second-half pro-forma EBITDA anticipated to be broadly in line with the first half at $700,000. This greatly exceeds the prospectus forecast of $300,000 for the full year. More...
 
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AMS is a 'cashed $$ up' global software & hardware technology company. It specialises in video monitoring & recorders for the rapidly growing content creation market. Think YouTube, Twitch, Zoom or even high-end independent documentary creators & with the recent influx on online content, thanks to covid-19 lockdown, there is a lot of upside potential for AMS.

Atomos may have a new target market with coaches, tutor's and teachers nowaday's coming online!

Recent improved fundamentals show month on month increasing revenues as follows:

July '20 $2.975M (+50% on 2H FY20 average)
Aug '20 $3.173M (+60% on 2H FY20 average)
Sept '20 $3.967M (+100% on 2H FY20 average)

"Atomos’s recovery against the second half of FY20 continues to progress well. Given the recent strong September, which was over double the average monthly revenue compared to the second half of FY20, average monthly revenue for the year to date is over 70%+ up in comparison to the second half of FY20.

When combined with the lower cost base and a strong balance sheet, the business is performing well and is poised to continue on its path of growth and improving profitability.

As a result, AMS now anticipate returning to pre-covid-19 revenue levels at the start of calendar year 2021 and with a more streamlined & cost-effective operating base."

AMS Forecast:

"AMS lies in the middle of a wide & strong rising trend in the short term and a further rise within the trend is predicted. Given the positive short-term trend, the stock is expected to rise 77.16% during the next 3 months and, with a 90% probability hold a price between A$1.19 and A$1.35 at the end of this 3-month period." *unable to post/share relevant link sorry

DYOR as always.. Cheers tela



P.S. Pre-Covid.. AMS was trading up around $1.80 levels so some 'serious upside potential' methinks going forward if they can continue to 'tick off all the boxes' so to speak
 
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AMS is a 'cashed $$ up' global software & hardware technology company. It specialises in video monitoring & recorders for the rapidly growing content creation market. Think YouTube, Twitch, Zoom or even high-end independent documentary creators & with the recent influx on online content, thanks to covid-19 lockdown, there is a lot of upside potential for AMS.

Atomos may have a new target market with coaches, tutor's and teachers nowaday's coming online!

Recent improved fundamentals show month on month increasing revenues as follows:

July '20 $2.975M (+50% on 2H FY20 average)
Aug '20 $3.173M (+60% on 2H FY20 average)
Sept '20 $3.967M (+100% on 2H FY20 average)

"Atomos’s recovery against the second half of FY20 continues to progress well. Given the recent strong September, which was over double the average monthly revenue compared to the second half of FY20, average monthly revenue for the year to date is over 70%+ up in comparison to the second half of FY20.

When combined with the lower cost base and a strong balance sheet, the business is performing well and is poised to continue on its path of growth and improving profitability.

As a result, AMS now anticipate returning to pre-covid-19 revenue levels at the start of calendar year 2021 and with a more streamlined & cost-effective operating base."

AMS Forecast:

"AMS lies in the middle of a wide & strong rising trend in the short term and a further rise within the trend is predicted. Given the positive short-term trend, the stock is expected to rise 77.16% during the next 3 months and, with a 90% probability hold a price between A$1.19 and A$1.35 at the end of this 3-month period." *unable to post/share relevant link sorry

DYOR as always.. Cheers tela



P.S. Pre-Covid.. AMS was trading up around $1.80 levels so some 'serious upside potential' methinks going forward if they can continue to 'tick off all the boxes' so to speak
Some 'food for thought' on what I've read up about Atomos AMS

Over the last year, we can see that the biggest insider purchase was by Independent Non-Executive Director Stephen Stanley for AU$124K worth of shares, at about AU$1.38 per share. So it's clear an insider wanted to buy, even at a higher price than the current share price.

It's very possible they regret the purchase, but it's more likely they are bullish about the company. As a general rule, we feel more positive about a stock when an insider has bought shares at above current prices, because that suggests they viewed the stock as good value, even at a higher price.

The only individual insider to buy over the last year was Stephen Stanley. He bought a total of 260K shares over the year at an average price of AU$0.94. Atomos insiders own about AU$19M worth of shares. That equates to 12% of the company.

This level of insider ownership is good but just short of being particularly stand-out. It certainly does suggest a reasonable degree of alignment.

Simply Wall St Analysis:

Suggests AMS trading at 25.3% below our estimate of its fair value

Earnings are forecast to grow 69.25% per year but has less than 1 year of cash runway (noting $11M raised in May '20 to accelerate growth etc.)

https://uk.finance.yahoo.com/news/know-analysts-much-more-bullish-023453171.html

https://uk.news.yahoo.com/did-atomo...KDffNNCcMc6sSXcUufRUiovX_iak_GbitedT8AfVxEIGA

Been about a year since Atomos bought Timecode Systems.. but haven't heard any news/developments since? as wonder how this is going

https://www.businessnewsaus.com.au/...d-video-tech-developers-timecode-systems.html

DYOR as always
 
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Some 'food for thought' on what I've read up about Atomos AMS

Over the last year, we can see that the biggest insider purchase was by Independent Non-Executive Director Stephen Stanley for AU$124K worth of shares, at about AU$1.38 per share. So it's clear an insider wanted to buy, even at a higher price than the current share price.

It's very possible they regret the purchase, but it's more likely they are bullish about the company. As a general rule, we feel more positive about a stock when an insider has bought shares at above current prices, because that suggests they viewed the stock as good value, even at a higher price.

The only individual insider to buy over the last year was Stephen Stanley. He bought a total of 260K shares over the year at an average price of AU$0.94. Atomos insiders own about AU$19M worth of shares. That equates to 12% of the company.

This level of insider ownership is good but just short of being particularly stand-out. It certainly does suggest a reasonable degree of alignment.

Simply Wall St Analysis:

Suggests AMS trading at 25.3% below our estimate of its fair value

Earnings are forecast to grow 69.25% per year but has less than 1 year of cash runway (noting $11M raised in May '20 to accelerate growth etc.)

https://uk.finance.yahoo.com/news/know-analysts-much-more-bullish-023453171.html

https://uk.news.yahoo.com/did-atomo...KDffNNCcMc6sSXcUufRUiovX_iak_GbitedT8AfVxEIGA

Been about a year since Atomos bought Timecode Systems.. but haven't heard any news/developments since? as wonder how this is going

https://www.businessnewsaus.com.au/...d-video-tech-developers-timecode-systems.html

DYOR as always
Ripper move up on AMS closing @ 0.815c +10.88% as only got set in this one late last week :) Cheers tela
 

So_Cynical

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Atomos doing well - wish i had bought it back in July for 43c ;)
 
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