Market's view on Oxford Metrics

Published on April 2024

  • Oxford Metrics has been highlighted as one of the bargain shares for 2024 by a notable financial analyst.
  • Concerns about a key executive selling a significant amount of shares, raising questions about confidence in the company’s future.
  • Observations suggest the AIM market is currently underperforming, but there’s a positive outlook from the company based on previous performances.
  • Discussions indicate a fluctuation in share price with predictions of reaching at least 115p, yet some trades are considered too small to be impactful.
  • A mention of a company presentation highlighted advancements in markerless technology using machine learning, with the new CEO receiving positive reviews for her knowledge and potential impact.
  • Aviva is noted for increasing its investment in the company, which could signal growing institutional support.
  • The company’s financial stability is noted, with significant cash reserves against market cap, and an acquisition expected to be accretive in the future.
  • Some anxiety is expressed over a shrinking order book, though this is viewed as a sector-wide issue rather than company-specific.
  • Progressive statements from management have led to increased target projections despite a shrinking order book.
  • A final dividend for the financial year has been proposed, showing a commitment to returning value to shareholders.
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