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Alterian Share Chat - ALN

Share Name Share Symbol Market Type Share ISIN Share Description
Alterian LSE:ALN London Ordinary Share GB0009221044 ORD 25P
  Price Change Price Change % Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00 +0.00% 110.38 0.00 0.00 - - - 0 05:00:10
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 37.0 -4.4 -7.1 - 73.44

Alterian Share Discussion Threads

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Chat Pages: 82  81  80  79  78  77  76  75  74  73  72  71  >>
DateSubjectAuthorDiscuss
02/1/2012
10:35
02/01/2012 by ukcitymedia http://bit.ly/t2Crdfl2user
30/11/2011
09:16
No offer with this morning's interims. It can't be in ALN's interests to let this drag too much as it creates further uncertainty for customers (contrast Arena where there have been two one month extensions to the put up or shut up), so I guess it will be Monday morning. Equally, no statement that the talks have failed, which implies that nothing insurmountable has come out of the due diligence and that 110p is still on the table. The interims make interesting reading. Turnover is down 6%. If that is extended to the full year on the restated basis, we get turnover of £36.5m. The ongoing cost base has been reduced to £38.5m with a further £10.6m of savings to come, leaving the ongoing cost base at £27.9m. If, as ALN claims, the costs savings won't affect its ability to sell and deliver products, this gives an ongoing profit base of £8.6m. ...And we're told that ALN has £23.3m forward visibility, which covers 83.5% of the ongoing cost base. ...And we're told that the target is for organic revenue growth of 15% pa. Even allowing for the customary optimism of a management faced with an unsolicited offer, this paints quite a rosy picture. If SDL make an offer on Monday they send a signal to other potential bidders that there's nothing terrible in due diligence; and the interims suggest that there is more upside (even without any synergies) than 110p implies.somerset lad
10/11/2011
12:19
I'm not sure about it being worth twice as much as the offer. They've just got shot of 40% of the staff on top of redundancies earlier this year. Talbot was the driving force behind development and he's gone with no obvious replacement to take the lead. Doesn't sound too healthy to me!pjb_1972
10/11/2011
10:34
yep, double whjat I paid too. Will drift higer up to about 108p I suspect when they'll announce a deal - that's how it normally plays out. Results due out the week of Nov 21 - deal agreed by then? SDL seem keen to nail it imo. CRcockneyrebel
10/11/2011
09:54
It's double what I paid for them - but half what they were once worth, so I'm less than happy. Yes, hopefully it will flush out another bidder.b1ggles
10/11/2011
08:17
I am hoping this will flush out another bidder. In the space of 12 months we have gone from these being a potential t/o target of over £4 to £1.10. Its great for those of you that have recently got in but not for any longer term holders like me :-(.the shuffle man
10/11/2011
08:10
SDL had £53m cash at the interims - nearly enough to pay for ALN out of their wallet = 110p in cash is easy for them imo. CRcockneyrebel
10/11/2011
08:04
Glad I stayed put here!gargoyle2
10/11/2011
07:22
Marvellous. Break out the Dom Perignon.restassured
10/11/2011
07:19
That will do for me :-) 110p - done deal imo. CRcockneyrebel
07/11/2011
08:15
No results?cambium
31/10/2011
13:44
Panmure Buy with new 105p target todayaishah
28/10/2011
21:09
Yep, developing pretty nicely here.gargoyle2
28/10/2011
16:40
Another rather good day. CRcockneyrebel
27/10/2011
07:31
Interesting statement. Trying to fend off the bid imo so I guess they think some of the major shareholders might be minded to take it. £10m cost savings identified which is good but no mention of current trading which I presume isn't good if they don't mention it but then the board haven't had time to turn it around yet. Will have to see what they say next month I guess. CRcockneyrebel
26/10/2011
08:10
Someone got 81k in the auction last night. CRcockneyrebel
25/10/2011
21:32
George O'Connor says it will need a rights issue. They have seven million net cash! He did the same with Morse.You have to wonder sometimes about Panmure Gordon. FAO eater24 : The thing is unlike Laird there has been a great deal of M&A activity in this sector and takeover prices have been on multiples to revenue of between 4 and 10 times. This is really an industry that big technology companies are taking seriously and there is almost a scramble for companies like Alterian.she-ra
25/10/2011
21:06
I'd like it to come to nothing if all they are bidding is 80p. Directors buying @ 84p and having said this in the recent RNS - "The Board advises shareholders to give the new management team the necessary time to complete the business review, execute its strategy and deliver greater shareholder value in the near and medium term." I think that's a genuine appeal and a good clue that there's far more value here than 80p a share imo. CRcockneyrebel
25/10/2011
20:14
could always do a laird and come to nothing though , you just never knoweater24
25/10/2011
16:38
MM's trying to shake a few out today on a weak day. I'm staying long for more. Panmure no doubt hoping a few will sell out so they can fill the buys for their 90p target imo. Directors were paying 84p here recently to buy stock - that tells me they genuinely feel 80p isn't enough imo. CRcockneyrebel
25/10/2011
13:44
If one looks at how much Teradata paid for Aprimo in 2010 one might think that 80p is a derisory offer that will probably be bettered.she-ra
25/10/2011
03:25
Haha, that's funny. Below is what the FT has to say today. Seems Panmure can't make up it's mind what to do. Buy with a 90p target on the one hand, but a great opportunity to exit at 80p on the other. These monkeys make me laugh. ---------------------- "Alterian jumped 27.6 per cent to 81p after the website management and marketing software maker received an 80p takeover offer from SDL , which rose 0.4 per cent to 660½p. Alterian, which has delivered a string of profit warnings, said it “unequivocally” rejected the offer which “significantly undervalues Alterian, based on both the company’s current position and its future prospects.” Analysts were less certain. “This is a great opportunity for Alterian shareholders to exit,” said Panmure Gordon analyst George O’Connor. “We think that the operational plan with the existing Alterian management will entail two years of pain, coupled with a discounted rights issue.” He added: “We think that SDL could be persuaded to increase its offer marginally. Indeed, we would suggest sweetening the deal with SDL shares in order to enable Alterian investors to experience some of the upside, should the deal progress. [But] should the bid fail (it is even money), we will be back to a worse position than where we started – ie below 57p undisturbed price and looking at a rights issue.”gargoyle2
24/10/2011
19:24
Panmure Gordon maintain Buy rating with 90p targetaishah
24/10/2011
15:52
Buying towards the close here today - perhap a broker note out. CRcockneyrebel
24/10/2011
12:37
This might bring others out of the woodwork.Maybe IBM or Emailvision.Lets see...she-ra
Chat Pages: 82  81  80  79  78  77  76  75  74  73  72  71  >>


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