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4 Sight (4SI)


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#1 Bushmanbob

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Posted 10 November 2020 - 04:39 PM

Sure, I cannot divulge everything but in short - I focused mainly on the fundamentals of the industry and 4 Sight Holdings. The tech industry as a whole has seen huge upward demand for tech, especially cloud based service spending, which was up globally by 37% in the first quarter of this year, this was largely due to the "work-from-home" movement adopted globally due to the pandemic. The upward trend is likely to flatten yet remain upward sloping even after the pandemic is under control as many businesses will remain using a "work-from-home" policy due to the benefits. This increased tech demand was seen in 4 Sight's interim results with operating profit up around 114% compared to the prior, interim results, further to this their cash generated from operations is up over 300% for the same periods under review. This all bodes well for a company run by a strong management team looking to take full advantage of the opportunities covid has presented them with.

 

They also have around $9 000 0000 of assets held for sale, which given the current trend in the technology industry they should receive fair value for and be sold off relatively quickly.. This when sold will allow them to remove the $3 000 000 associated debt.

 

Their balance sheet is very strong for a small cap company with cash reserves of around $3 000 000, total liabilities being around $9 000 000 and total assets at around $38 000 000. This will provide them with sufficient liquidity to take advantage of growth opportunities when presented.

 

I am also a fan of the way management came across in the integrated report, they recognize the importance of a sound, text-book strategy and have centered their strategy around "Blue-Ocean Strategy".

 

On a personal note I have heard very positive things about CEO, Tertius Zitzke. From what I hear he is very astute and will take 4 Sight Holding's from strength to strength.

 

Read up a bit on the growing demand for the tech industry and go through 4 sight's financials. I see huge opportunity and buy whenever I can - it is a pity the shares are so thinly traded as volume is hard to come by.

Thanks for sharing this!


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#2 David-89

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Posted 10 November 2020 - 03:47 PM

Agreed. I see so much value in this share.

 

Would you mind sharing some of your insights/reporting David?

 

Sure, I cannot divulge everything but in short - I focused mainly on the fundamentals of the industry and 4 Sight Holdings. The tech industry as a whole has seen huge upward demand for tech, especially cloud based service spending, which was up globally by 37% in the first quarter of this year, this was largely due to the "work-from-home" movement adopted globally due to the pandemic. The upward trend is likely to flatten yet remain upward sloping even after the pandemic is under control as many businesses will remain using a "work-from-home" policy due to the benefits. This increased tech demand was seen in 4 Sight's interim results with operating profit up around 114% compared to the prior, interim results, further to this their cash generated from operations is up over 300% for the same periods under review. This all bodes well for a company run by a strong management team looking to take full advantage of the opportunities covid has presented them with.

 

They also have around $9 000 0000 of assets held for sale, which given the current trend in the technology industry they should receive fair value for and be sold off relatively quickly.. This when sold will allow them to remove the $3 000 000 associated debt.

 

Their balance sheet is very strong for a small cap company with cash reserves of around $3 000 000, total liabilities being around $9 000 000 and total assets at around $38 000 000. This will provide them with sufficient liquidity to take advantage of growth opportunities when presented.

 

I am also a fan of the way management came across in the integrated report, they recognize the importance of a sound, text-book strategy and have centered their strategy around "Blue-Ocean Strategy".

 

On a personal note I have heard very positive things about CEO, Tertius Zitzke. From what I hear he is very astute and will take 4 Sight Holding's from strength to strength.

 

Read up a bit on the growing demand for the tech industry and go through 4 sight's financials. I see huge opportunity and buy whenever I can - it is a pity the shares are so thinly traded as volume is hard to come by.


Edited by David-89, 10 November 2020 - 03:50 PM.

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#3 Sleepwa123

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Posted 10 November 2020 - 01:06 PM

Agreed. I see so much value in this share.

 

Would you mind sharing some of your insights/reporting David?


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#4 David-89

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Posted 10 November 2020 - 11:28 AM

Down to 27c today...will try pick some up but I am not hopeful, almost no deals going through and volumes are minimal. In the long run even 30c is probably a bargain for this share, or am wrong?


I am of the opinion 30c is a bargain in the long run. I’ve just done a report on 4 Sight Holdings and there lots of long term growth prospects.
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#5 Leadingedge

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Posted 10 November 2020 - 10:35 AM

Down to 27c today...will try pick some up but I am not hopeful, almost no deals going through and volumes are minimal. In the long run even 30c is probably a bargain for this share, or am wrong?


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#6 andi222

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Posted 28 October 2020 - 06:39 PM

Yeah overall markets are down. I will also buy if it dips below 30.

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#7 David-89

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Posted 28 October 2020 - 03:44 PM

If it dips below 30c I will try pick up some more volume.
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#8 Leadingedge

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Posted 28 October 2020 - 02:26 PM

Looking at the chart, it could still dip below 30c...but its anyones guess these days to get the timing right. I tried to get in the other day at 36c but wasn't successful.


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#9 Bushmanbob

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Posted 27 October 2020 - 03:50 PM

Just got a nice little top-up at 33c


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#10 David-89

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Posted 14 October 2020 - 11:31 AM

Patience. You can hold this share in the long term. Management knows what they doing and I expect constant but small gains. This won’t be a roller coaster ride of emotions.
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#11 Sleepwa123

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Posted 14 October 2020 - 10:57 AM

Frustrating that the reduction is share capital and positive results have not resulted in a material shift upwards here.

The Simply Wall Street valuation is waaaaaaayyyy higher still and has actually increased to R3.81.


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#12 andi222

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Posted 06 October 2020 - 01:40 PM

Nice, transaction fully approved and shares repurchased. Long term investment in my opinion. 

 

"4SIGHT HOLDINGS LIMITED
(Incorporated in the Republic of Mauritius)
(Registration number: C148335 C1/GBL)
JSE share code: 4SI ISIN: MU0557S00001
(“4Sight” or “the Company” or “the Group”)


COMPLETION OF THE DISPOSAL OF DIGITATA LIMITED


Shareholders are referred to the announcements released on 7 April 2020 and 22 September 2020 respectively, and to
the circular issued to shareholders dated 21 August 2020 (the "circular") relating to the proposed disposal of Digitata
Limited. Unless otherwise defined, words defined in the circular bear the same meaning in this announcement.

4Sight wishes to inform shareholders that all conditions precedent to the proposed transaction have been met and that
the disposal of Digitata has been completed. 4Sight also confirms that the repurchase shares were repurchased and
cancelled with effect from Friday, 2 October 2020. As such, the Company, has reduced its total number of ordinary
shares in issue from 950 406 087 shares to 659 856 529 shares, representing a reduction of 30.6%
."
 


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#13 andi222

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Posted 30 September 2020 - 06:02 PM

Good presentation of what 4Sight is doing:

 

https://www.4sightho...0-quarter-3.pdf

 

Topping up shares as we go along. Plan is to become a JSE listed entity in the near future. 


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#14 Lionelza1

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Posted 28 September 2020 - 05:58 PM

Its already happening. A few month ago we where sitting at around 18 to 20 cents. Currently we are at 39. That's close to 100% gain in just a few months. And I think the momentum will keep on going.

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Yea.... The market trend looks promising.. On the up, volumes being traded a bit on the low side...overall it's looking pretty good
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#15 andi222

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Posted 28 September 2020 - 11:16 AM

Its already happening. A few month ago we where sitting at around 18 to 20 cents. Currently we are at 39. That's close to 100% gain in just a few months. And I think the momentum will keep on going.

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#16 Lionelza1

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Posted 28 September 2020 - 11:14 AM

Deal approved today!

From 29 September 290 Million shares will be cancelled. Which will reduce the total shares in issue. Always a good sign. Also there are no more warrants which can cause a dilution in future. R1 here we come :D


So things should start happening right Andi
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#17 andi222

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Posted 22 September 2020 - 03:23 PM

Deal approved today! 

 

From 29 September 290 Million shares will be cancelled. Which will reduce the total shares in issue. Always a good sign. Also there are no more warrants which can cause a dilution in future. R1 here we come :D


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#18 andi222

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Posted 21 September 2020 - 04:22 PM

Directors are continuing to buy shares. It will continue to grow :)


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#19 andi222

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Posted 03 September 2020 - 04:37 PM

Yes agreed David, I'm also picking up shares as we go. I also see great potential here with the new management. 

Also I'm expecting a sharp increase in the share price once the deal is final on 22 September. Also on 29 September the 290 Million shares will be canceled. I think after that directors will buy more shares as they have done previously.


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#20 David-89

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Posted 03 September 2020 - 03:58 PM

Getting in here as much as I can. It’s a pity the shares are so thinly traded which makes getting volume hard. This is a long term investment. Management is headed in the right direction here.
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