Simulations Plus Inc (SLP) オプション

You are a fu..ni genius with SLP, but political debates are more about joining a two sided marketplace, with handy off the shelf Rorschach testing exposures, to wrestle with complex power play pecking order elbowing, or just practiced acquired preening, into an echo chamber of imagined useful outcomes, customized at the moment by and for that debater.

I just noticed that you have the honor being banned from the group think board...https://investorshub.advfn.com/Tornado-Alley-(PROG)-1556/

I was also banned for a while... The nut job that runs that board is a real piece of work... I have never seen anyone so enamored with himself. When he removed my ban he actually sent me a PM with a list of conditions that I would have to comply with... Crazy to say the least.

I was there at time but shot myself without a gun!

Congrats...

Today SLP is a 200 bagger from the dotcom lows !
I am still holding almost all my shares

Soon it will be a $1 Billion company !

what an amazing company....

Yes it was a once in a multi decade gem which could not compete with my addiction for trading.

Congrats....

Yes... Very special. I'm still holding my oversized position form the early dotcom bust days. It's now a "125 bagger".
All the growth has gone into stockholder equity which is reflected in the share price. The very conservative practice of not issuing shares but achieving real growth has turned a $4 Million market cap into a 1/2 Billion market cap company. Amazing. SLP went public with 4 million shares, split 2/1 twice resulting in 16 million shares and today still has only 17.5 million shares. The best Ivy League business schools should use SLP as an example of how to manage a public company.

Crazy as it seems... I continue to hold my shares. The biggest mistake of my life is that I have my SLP stock in a traditional IRA rather than a Roth. The tax bill is huge... could have all been tax free.

Such a special company

News: $SLP Simulations Plus Sets Date for 3rd Quarter 2019 Earnings Release and Conference Call

Conference Call to be on Wednesday, July 10, 2019, at 4:15 PM ET Simulations Plus, Inc. (Nasdaq: SLP) announced today that it will report its third quarter financial results for fiscal year 2019, the period ended May 31, 2019, after the close of the financial markets on Wednesday, J...

In case you are interested https://marketwirenews.com/news-releases/simulations-plus-sets-date-for-3rd-quarter-2019-earnings-releas-8446816.html

$SLP Never selling bought u 6 yrs ago they keep eating up the market and paying my dividend let's gooo

News: $SLP Simulations Plus Releases ADMET Predictor® Version 9.5

New machine learning models and novel analysis methods address customer requests Simulations Plus, Inc. (Nasdaq:SLP), the leading provider of modeling and simulation solutions for the pharmaceutical, biotechnology, chemicals, and consumer goods industries, today announced that it ha...

In case you are interested https://marketwirenews.com/news-releases/simulations-plus-releases-admet-predictor-xae-version-9-5-7984206.html

Simulations Plus Reports FY2018 and Fourth Quarter

( SLP is almost a 100 bagger... Amazing ! )

Full Fiscal Year Pharmaceutical Software and Services Revenues Up 22.9%; Earnings per share of $0.50, up 51.4% over prior year

Simulations Plus, Inc. (SLP), a leading provider of software for pharmaceutical discovery and development, today reported its financial results for its 2018 fiscal year (FY18) and fourth quarter (4Q18) ended August 31, 2018.

Results for the 2018 fiscal year (FY18):

Revenues were $29.7 million, up 22.9% over $24.1 million in FY17
Gross profit was up 21.5%, or $3.8 million, to $21.7 million, from $17.8 million in FY17
SG&A expense increased 16.9% to $9.6 million from $8.2 million in FY17
As a percent of sales, SG&A decreased 1.7% to 32.3% from 34.0% in FY17
R&D expenditures were $3.9 million in FY18, up 45%, or $1.2 million, over $2.7 million in FY17
For FY18, $2.1 million was capitalized and $1.8 million was expensed
For FY17, $1.4 million was capitalized and $1.4 million was expensed
Operating income was $10.3 million up $2.0 million from $8.3 million in FY17
Net income, inclusive of a $1.2 million income tax benefit, was $8.9 million, up 54.4% from $5.8 million in FY17
Net income from operations increased 23.0%
Net income per fully diluted share was $0.50, up 51.4%, or $0.17, from $0.33 for FY17
Cash was $9.4 million, an increase of $3.2 million, or 51.2%, from $6.2 million at the end of FY17. Cash today is $9.5 million
Results for the fourth quarter of FY18 (4Q18):

Revenues were $6.7 million, up $422,000, or 6.7%, compared to $6.3 million in 4Q17
Gross profit was up 6.4% to $4.6 million, an increase of $274,000 from $4.3 million in 4Q17
SG&A decreased 8.2%, or $200,000, to $2.2 million from $2.4 million in 4Q17
R&D expenditures were $951,000, an increase of 9.3% from $870,000 in 4Q17
For 4Q18, $514,000 was capitalized and $437,000 was expensed
For 4Q17, $455,000 was capitalized and $415,000 was expensed
Operating income was $1.9 million up $452,000, or 31.3%, from $1.4 million in 4Q17
Net income was $1.34 million, up 16.2% from $1.15 million in 4Q17
Earnings per fully diluted share were $0.07, up 14.6%, or $0.01, over $0.06 in 4Q17
Shawn O’Connor, chief executive officer of Simulations Plus, said: “Fiscal 2018 financial results for the Company were excellent, continuing the trend of strong revenue growth and profitability the Company has enjoyed for many years.
https://finance.yahoo.com/news/simulations-plus-reports-fy2018-fourth-210500426.html

SLP - Oversold and poised for a comeback

Trades
https://ih.advfn.com/stock-market/NASDAQ/simulations-plus-inc-SLP/trades

excellent buy opportunity window open....no legit reason for sell off but profit taking. New money will flow in...

Changing of the guards.

Simulations Plus Names Shawn O’Connor as CEO

( The new guy has one helluva task ahead of him to improve on what Walt Woltosz has accomplished. )

LANCASTER, Calif.--(BUSINESS WIRE)--

Simulations Plus, Inc. (SLP), the premier provider of simulation and modeling software and consulting services for all stages of pharmaceutical discovery and development, today announced that Shawn M. O’Connor will become its chief executive officer effective June 26, 2018.

Mr. O’Connor brings more than three decades of executive experience from multiple industries with companies ranging from start-ups to publicly traded companies and a proven track record for strategy definition, building strong organizations, optimizing revenue, profitability, and cash flow, and creating value for investors. He recently served as president, chief executive officer and a director of Entelos, a provider of unique quantitative systems pharmacology software and services to the pharmaceutical drug development market. Prior to Entelos, O’Connor served as chairman, president, and chief executive officer of Pharsight Corporation, a developer and marketer of software products and services that help pharmaceutical and biotechnology companies improve their decision-making in drug development and commercialization. In this role, he developed a software product strategy resulting in significant revenue, gross profit, and cash flow improvements, which resulted in a 20X increase in valuation. Mr. O’Connor earned a Bachelor of Science in business administration from the University of California at Berkeley and completed the Executive Education Program at Stanford University Graduate School of Business.

Walt Woltosz, chairman and chief executive officer of Simulations Plus, said: “The subject of the succession plan for Simulations Plus has been a topic of increasing importance. While my health is excellent and I continue to enjoy the work, it’s clear that we owe it to our shareholders, employees, and customers to have a solid succession plan, and, personally, the opportunity to retire while I can still do things that require significant physical activity makes sense. Accordingly, we are pleased to announce that Mr. Shawn O’Connor has been selected as the second CEO of Simulations Plus. I first became acquainted with Shawn in 2009 when we considered acquiring the assets of Entelos. Shawn has had a distinguished career in the pharmaceutical software industry with public companies serving as CEO of Entelos and Pharsight Corporation and as CFO of Diasonics, Inc., all of which operate in a similar product and market space as Simulations Plus. I am confident in his unique qualifications to lead the Company toward further growth and profitability. I will remain engaged with the company to assist Shawn during the transition and thereafter as an outside director.”

“Over the past 22 years, Walt’s vision and leadership have been the driving forces behind Simulations Plus becoming one of the most significant companies delivering innovative drug discovery and development software, clinical pharmacological consulting, and quantitative systems pharmacology models to drug developers,” stated Shawn O’Connor. “He has built a company committed to delivering for its customers, employees, and shareholders. I believe the opportunity that lies ahead for Simulations Plus is enormous, and I am honored and eager to be leading the company going forward. I have devoted the last 15+ years of my career to the development of in silico modeling for use in drug development and personalized medicine applications to impact patient outcomes positively and reduce health care costs, and I have never been as optimistic as now that the benefits of these efforts are being achieved at an accelerated pace and are poised for significant growth.”

https://finance.yahoo.com/news/simulations-plus-names-shawn-o-123000459.html

Yep...

I couda been a contender!!!

I don't actually deserve credit... Walt Woltosz, the CEO, gets all the credit. He is the example that the major business schools need to use as an example of how a business should be managed.

When you see a company where the CEO is truly doing everything that is best for the company then you should consider investing in it. It took a while for me to realize that this guy is for real... so unusual.

Yes...And I am an example of the cautionary tale would woulda coulda should have....click on "View posters"....I was there

Your investment patience strategy and belief system regarding SLP is major exemplary and worthy of a Hall of Fame pick in some historical context.

I'm not sure that I can even find my trade confirmations. I was buying right after the market toped out in 2000-2001. SLP went public at $4 a share with only 4 million shares. The CEO wanted more liquidity so he split the shares 2:1 two times which basically made those $4 shares $1. With the dotcom bust SLP traded down just under $1 a share which after the 2 splits is actually under 25 cents. I bought my shares below $4 before the split at various prices so I got a huge part of the gain.

The reason I had so much faith in this is because Walt, the CEO, was posting on the Raging Bull message board and he never told investors anything that didn't actually prove to be the case at later dates. The most honest guy you ever met. He was/is so hell bent and determined to make his stock position worth more that at one time he used his own airplane for business transportation and did not ask for expense money to cover his cost. He also cancelled his bonus because the money in the company was the best place for him to invest.

With a 4 million share IPO and two 2:1 stock splits the number of original shares is 16 million. The share count today is 17.3 million. Part of the increase is for shares issued for acquisitions. He doesn't play the game of issuing shares and give them to the principals so that everybody is happy getting free shares. The result is that almost all of the growth is retained in stock holder equity. There is still almost zero debt... The amount of debt on the balance sheet is the balance owed to Dilisym for the most recent acquisition. Dilisym is already increasing sales and adding to SLP earnings.

On the business side SLP provides high quality software for drug discovery. They produce good stuff that actually helps the drug discovery companies save years of time during drug development. In the conference call yesterday Walt said a chemist working on a specific molecule did not know 15 years ago that it would not work... Today the chemist will know that in almost real time.

Everytime I look at this I can't find a better place to put my money

SLP has done so well for me that it has outperformed anything else I ever bought. The result is that every year SLP becomes a larger percent of my total stock portfolio. I may have to start selling some because people are telling me I'm crazy to have so much in one stock.

When did you first buy? Or to say it another way, how much of the 69 bagger did you capture?

SLP Reports Record Second Quarter FY2018 Revenue

( SLP is now a "69 bagger" from the dotcom bust in the early 2000's. I am still holding all my shares.)

Simulations Plus, Inc. (SLP), the premier provider of simulation and modeling software and consulting services for all stages of pharmaceutical discovery and development from the earliest discovery through all phases of clinical trials, today reported financial results for its second quarter of fiscal year 2018, the period ended February 28, 2018 (2QFY18).

2QFY18 highlights compared with 2QFY17:

Revenues were $7.4 million, up $1.7 million, or 28.9%, compared to $5.7 million in 2QFY17
57% of the increase is from DILIsym Services, acquired on June 1, 2017
Gross profit was $5.2 million, up $1.1 million, or 26.2%, compared to $4.2 million in 2QFY17
48% of the increase is from DILIsym Services, acquired on June 1, 2017
Gross margin was 71.2%, down slightly from 72.8% in 2Q17, because more of the new revenues from DILIsym are from consulting rather than software
SG&A expenses were $2.3 million, up $0.4 million, or 20.1%, compared to $1.9 million in 2QFY17
Income from operations was $2.4 million, up $0.6 million, or 34.7%, compared to $1.8 million in 2QFY17
31% of this operating income increase is from DILIsym Services, acquired on June 1, 2017
The Company recorded a benefit for income taxes of $1.1 million in 2QFY18 compared to $589,000 of income tax expense in 2QFY17, due to the effects of a $1.5 million one-time adjustment to deferred taxes based on the new Federal tax law and the lower blended Federal tax rates for the 2nd quarter of this fiscal year
Inclusive of the $1.5 million adjustment, net income was $3.5 million, up $2.3 million, or 190.6%, compared to $1.2 million in 2QFY17; without the adjustment, income would have been $2.0 million for the quarter, up $0.8 million or 65%
Inclusive of the tax benefit, diluted earnings per share increased $0.13 to $0.19 from $0.07; the tax adjustment accounted for $0.08 of the increase in quarterly diluted earnings per share
6MoFY18 highlights compared with 6MoFY17:

Revenues were $14.4 million, up $3.3 million, or 29.7%, compared to $11.1 million for 6MoFY17
62% of the increase is from DILIsym Services, acquired on June 1, 2017
Gross profit was $10.6 million, up $2.34 million, or 28.4%, compared to $8.2 million for 6MoFY17
56% of the increase is from DILIsym Services, acquired on June 1, 2017
Gross margin was 73.3%, down slightly from 74.0% in 2Q17, because more of the new revenues from DILIsym are from consulting rather than software
SG&A expenses were $4.7 million, up $0.94 million, or 24.6%, compared to $3.8 million for 6MoFY17
Income from operations was $5 million, up $1.26 million, or 33.8%, compared to $3.7 million for 6MoFY17
48% of this operating income increase is from DILIsym Services, acquired on June 1, 2017
The non-recurring benefit for income taxes for the six-month period was $289,000, compared to $1.2 million of income tax expense in 6MoFY17, due to the adjustment mentioned above and the lower blended Federal rates for the second quarter of this fiscal year.
Inclusive of the tax benefit, net income was $5.2 million, up $2.63 million, or 103.0%, compared to $2.6 million for 6MoFY17; without the adjustment, income would have been $3.7 million for the quarter, up $1.1 million or 44%
Inclusive of the tax benefit, diluted earnings per share increased $0.14 to $0.29 from $0.15, the tax adjustment accounted for $0.08 of the increase in diluted earnings per share
John Kneisel, chief financial officer of Simulations Plus, said, “We saw another strong quarterly revenue growth in our core divisions in Lancaster and Buffalo coupled with the new revenues and profits from DILIsym Services acquired in the last quarter of our prior fiscal year. Even with the addition of a higher percentage of non-software sales we have seen increases in operating income margins. The Company produced a 28.9% growth in revenues and a 34.7% growth in income from operations.”
https://finance.yahoo.com/news/simulations-plus-reports-record-second-200100996.html

Täglich has an updated research report:

Maintaining Buy rating and increasing our 12-month price target to $17.35 per share from $13.35 due to increased sector valuation and forecasted EPS growth to FY19.
SLP’s long-term growth should be driven by the increased use of software tools and consulting analytics for drug discovery, as well as the expansion, integration, and development of new products from the acquisition of Cognigen Corp. in FY15 and the 4Q17 acquisition of DILIsym Services, Inc.
On June 1, 2017 the company acquired North Carolina based DILIsym Services, Inc., a provider of drug- induced liver injury simulation software and related consulting services. In calendar 2016, DILIsym generated net earnings of approximately $720,000 on revenue in excess of $3 million.
SLP has penetrated nearly 20% of the pharmaceutical, biotechnology, and generic companies that would be potential users of its software and/or consulting services. In April 2017, an agreement with Quantum Bio Solutions of South Korea gave SLP the opportunity to sell its software tools to at least 40 new organizations.
3Q17 EPS (reported 7/10/17) was $0.12 per share, on a 12.2% rise in sales to $6.7 million. We forecasted sales of $6.5 million and EPS of $0.11. In the year-ago period, SLP reported EPS of $0.11 on sales of $6 million
We increase our FY17 sales and EPS forecasts to $22.9 million (prior was $22 million) and $0.32 per share (prior was $0.31) due to 3Q17 results and the anticipated 4Q17 contribution from the acquisition of DILIsym.
For FY18, we increased by $0.04 per share our EPS projection to $0.40 on sales growth of 19% to $27.2 million (prior was $24.2 million) due to a full year contribution from DILIsym.
In FY19, we project EPS of $0.48 per share on sales growth of 10.5%. Our accelerated EPS growth forecast reflects an increase in software customers and consulting services reaching at least 33% of total sales.
See the full report at:
http://www.taglichbrothers.com/companyreports/simplus/simplus-07192017.pdf

SLP up 10 + % on a good earnings report.
Up just under 100% for the last 12 months. They just made an acquisition that will add over 20% to earnings going forward.

https://finance.yahoo.com/news/simulations-plus-reports-third-quarter-200100724.html

Today the Russel indices were rebalanced to reflect the companies that fit the index by measure of their market cap. SLP has grown enough so that it is now part of the Russel 3000 index. This means that any fund or major investor that wants/needs to hold all of the stocks in that index must buy the stocks in the market. Hence the large volume. For example, you can give your money to Vanguard and ask them to invest it the R 3000 index. They need to hold those stocks so that their offering represents the specified index.

One hour into after-hours volume shows nearly 340,000 shares traded! Something going on here?

Today near closing, someone bought over 600,000 shares at $12.55! Total shrs traded today was over 1 million!

Another acquisition for SLP...

Simulations Plus, Inc. (NASDAQ: SLP), a leading provider of simulation and modeling software for pharmaceutical discovery and development, today announced that the Stock Purchase Agreement (the “Agreement”) with DILIsym Services, Inc. (“DILIsym”) of Research Triangle Park, North Carolina, announced on May 1, 2017, has been closed as of today, and DILIsym is now a division of Simulations Plus. DILIsym is the global leader in the simulation of drug-induced liver injury (“DILI”).

Pursuant to the Agreement, upon closing, DILIsym has become a wholly owned subsidiary of Simulations Plus and will continue to operate under the DILIsym name. As a result of this accretive acquisition, the total number of Simulations Plus employees is increasing from 70 to 81. DILIsym realized revenues of just over $3 million in 2016 with $720,000 in net earnings. Management expects to grow the business going forward.

This is one I let get away....You have been steady shareholder for years...SLP is a gem...I peak in from time to time...

Stephen Hawking, the first customer for Simulations Plus is scheduled to go into space aboard Richard Branson's ship.

http://www.independent.co.uk/news/science/stephen-hawking-space-richard-branson-virgin-galactic-travel-good-morning-britain-a7638836.html

Here is a short history item on SLP. It all started as Words+ to design and manufacture communication tools for the disabled. Stephen Hawking, clearly a legend, was SLP's first customer.

I have been a shareholder almost from the beginning.

http://www.eetimes.com/author.asp?doc_id=1324779

SLP posts another record quarter.

1QFY17 highlights compared with 1QFY16:

Net revenues increased 12.0%, or $579,000, to a new first quarter record $5.42 million vs. $4.84 million
Gross profit increased 8.7% to $4.08 million from $3.76 million
SG&A was $1.86 million, an increase of $187,000 or 11.2%, from $1.68 million
SG&A as a percentage of revenues decreased slightly from 34.6% to 34.4%
Income before taxes increased $250,000 or 14.6%, to $1.97 million from $1.72 million
Net income increased $255,000 or 23.1%, to $1.36 million from $1.11 million
Diluted earnings per share increased 22% or $0.014, to $0.078 from $0.064 per share

http://finance.yahoo.com/news/simulations-plus-reports-first-quarter-210100165.html

Dick - totally agree with your assesment. Can't wait to see market's reaction when they announce headway into these other industries. A great day indeed! I too have mucho shares but still feel ok.

SLP made a huge move today… Up 17.6% on almost 3 X average volume. Many people continue to say that SLP is priced too high with a PE over 30. It just got more expensive today. I have waaaaayyyy too much of this in my portfolio but as a result I had a record gain in my account today SLP stock is up 42 X since the lows of the dot com bust in the early 2000’s. Almost unheard of. And the total market cap is still under $200 million.

SLP seems to be an exceptionally conservative company managed by an aerospace engineer that got his start with computer modeling in rocket engines at Auburn University. They continue to be a leader in their field of providing software for the drug discovery industry. It looks like the old brute force way of trial and error to find new drugs is slowly giving way to discovery by computer. SLP seems to be at the ground floor in an industry that has a very long way to go. There is new interest in their modeling expertise in other industries…. Food, chemicals and aerospace applications. Almost half of the employees have a Phd degree. 16 of the 63 employees have one or more master degrees.

The investment attraction is not in looking for a PE expansion but rather the continued growth in sales and earnings.

Simulations Plus Reports FY2016 and Fourth Quarter FY2016 Financial Results

Exceptional results to say the least. It looks like the Q4 net that I was concerned about is a non-issue. The cost of goods improved significantly due to amortization running out during the quarter resulting in a much better gross profit. Overall SLP posted record results... We should see a higher stock price on Monday.

https://finance.yahoo.com/news/simulations-plus-reports-fy2016-fourth-210100061.html

Dick - they may just not want to or cannot have the CC on Monday the 14th when they are filing?

I have never been a fan of public companies releasing earnings on Friday after the market closes. I don't recall that SLP has ever done this in the past so we'll have to wait and see if there is any unwelcome news that will be part of this.

I have no reason the believe that we will see a weak report. The release will include Q4 which was a bit on the light side for sales due to failed clinical trials at some of their customers. Q4 revenues were still up compared to the previous year but not as strong as the typical increase. Software and related services were up 19% in Q4 so there is good reason the believe that a positive trend will continue.

I agree that it is a fabulous business with great management. Obviously I wish I had looked at it years ago.

Assuming that SLP will continue their historical growth you will be very pleased to have it in your portfolio. The balance sheet is squeaky clean and so simple that even I can understand it. The CEO has almost 40% of the stock and has always had the firm belief that what is good for the stock holders is good for him.

I have owned a major position in SLP since the early 2000's. The stock is up 34 X since the dot com bust, and that's after the recent sell off. SLP is by far my largest position.

SLP should be used as an example in the major business schools on how a company should be managed.

Simulations Plus Reports Third Quarter FY2016 Financial Results

http://finance.yahoo.com/news/simulations-plus-reports-third-quarter-200100779.html

Simulations Plus Reports Preliminary Revenues for Third Quarter FY2016

http://finance.yahoo.com/news/simulations-plus-reports-preliminary-revenues-123000044.html

SLP has been added to my SwingTrade Portfolio. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=123913280

Nice

SLP is up 42 X since the low of the dot com bust...
I've been holding my shares for almost 14 years

this has been and is a damn good company...I should have never touched my shares...

Just about to break the ascending line.

Trueheart

This damn thing is all over the place on so few shares.

Investors have to be nickel and diming it.

Trueheart