Altitude Share Discussion Threads

[aishah] 27/2/2017 08:26

Chairman bought at 42.85p last year. Good entry point? Mkt cap still £33m+

[malcolmmm] 27/2/2017 08:23

looking interesting again

[luisfrg] 27/2/2017 08:20

Another let down before.....booooom

[allstar4eva] 26/2/2017 00:00

Yep speculative at this stage but with a good chance for success due to quality of mgt. Clearly the potential gains are huge!

[hitsha1] 25/2/2017 23:46

yes, your right, it is speculative right now until some positive news, but hey all good when booom, i also hold D4T4, G4M, koovs, PPG, so few speculative ones, but you have to take risk to make money.

[allstar4eva] 25/2/2017 23:38

I am in for the long term also (unless the story changes). Doesn't stop it being speculative though at this stage. Often the darkest part of the night is just before the dawn. I wouldn't be surprised to see a further dip in price prior to any positive announcements to flush out the last few weak holders.

[hitsha1] 25/2/2017 23:35

i am in for long term, so i can wait, price down right now does not bother me, once we get deal or take up news (positive) then is booooooooooom.

[hitsha1] 25/2/2017 23:32

Yes, i agree with you, but we need some conformation on take up also soon they need to announce the deals (bigger then Aprinta)or other deals, i know it takes time, but they have been saying about strong thing in pipeline which need to happen

[ihatemms] 25/2/2017 23:00

The unique thing about this company is that it could have at least 5 bites of the cherry to succeed- few other companies could claim that. It has already signed 2 contracts and has at least 3 more are in the ' strong pipeline'. We are already have positive signs re the AIM contract from the comments from Martin at the presentation. We are yet to hear about the level of Aprinta engagement.
In some respects this removes the speculative elements for this investment as we have already signed sealed and delivered 2 contracts. There's a very strong likelihood of 3 more this year which could be in related or very different fields but using the same technology.
Consequently IMHO this makes the chances of being successful much higher than your average company. Add in the excellent management- a branding guru and the best of 4imprint experience(Varley) and Visitaprint expertise ( Lobo) and you should have a winning formula. All IMHO and Dyor.

[plentymorefish] 24/2/2017 09:56

your musings suggest you are anything but 'patient'!

[the patient investor] 24/2/2017 09:27

This is not a share


this is the next e-commerce WALMART

[allstar4eva] 24/2/2017 09:10

Glad this is not a speculative share. We'd prob see 50% share price swings in a day...

[ihatemms] 23/2/2017 21:59

If anyone is in any doubt about the growth or impact of ecommerce is in the USA read the article below about a 15% growth. All these doubts about take up rates or people are too set in their ways to change are just garbage. E commerce is the way all business is going especially the promotions business.

[stephen1946] 23/2/2017 17:17

The recent gradual fall of 4imprint price is probably due to nervous holders.
Whilst ALT will never be regarded with contempt or as an, "enemy" by 4, the current high price of 4, based on great figures, will be decimated by the progress, ALT will be making.
I dont think the gradual fall in 4, will be stopping anytime soon.

[melf] 23/2/2017 15:54

You can see why MV said he was particularly excited about the AIM deal at the presentation.

There have been many numbers thrown around on this BB regarding the aprinta deal, but the AIM deal could weigh in with a very nice contribution as well.

[ihatemms] 23/2/2017 15:31

It has been mentioned that AIM members are more engaged with Customerfocus' new platform. Well AIM players are also much bigger players( minimum $250k v average $50k than the average Aprinta Distributor.

Edit- in fact there are only about 600 distributors from my understanding who have about $600m in sales- hence average distributor sales is circa $1m each - 20 x Aprinta distributors!

The AIM Membership is open to qualified professional promotional products distributors only.
◾AIM members must have a minimum of $250,000 in annual sales and a minimum of 5 years in the industry.
◾AIM members must keep your accounts with AIM up to date and provide accurate information.

[ihatemms] 22/2/2017 15:34

Okay - chester - we know the past -give us a prediction for the future.

[chester] 22/2/2017 15:28

ALT all time low (4.75p) to all time high ( 142p ), 61% Fib retrace = 73.5p
We've been bouncing off that level for 6 days.

[ihatemms] 22/2/2017 14:05

73k buys today ; 2k sells . Market realising the potential.

[ihatemms] 22/2/2017 13:32

Aprinta are quite clear in their strategy and expectations - all orders will eventually move over onto the new platform - Qn1 of their FAQ'S on the website I provided a link to yesterday - post 2259.

"You have placed an order with one of our brands in the past that are now part of the Aprinta group. We are creating the distributor end-to-end buyer sites by using your past artwork from your previous orders. Our new platform is an extension of our traditional business model so eventually every order that we do will result in the building of a dynamic website."

[sheep_herder] 22/2/2017 10:20

I agree that not everyone is going to want to use the new system. There will be a section of the end users who won't want to change and there will be a section who jump at the chance. The business model isn't built on the fact that they need to convert 100%. They only need a tiny proportion to win big. The low end estimates are based on a distributor having 3 customers selling $150 per year.

Can I repeat that. The low end EPS estimates are based on $450 worth of orders per year for each distributor by end of 2018.

[stephen1946] 22/2/2017 10:15

Pmaxwell1, you talk about a slick,modern, all dancing all singing piece of modern tech as though it resembled an Asda tablet with windows 10 already installed.
It is much much more than that, it is as sheep has said over and over, a salesman, a brochure, an order pad, a price chart, a price comparison chart, a printer, a proof-reader, an order checker, a warehouseman, a loader, a lorry, a driver and a transport manager.
All this delivers the required goods within the customers timescale.

Your description of a fragmented markets will cease to exist, poo poo the idea all you like, these customers who want goods that advertise their wares subliminally are not, neanderthals, give these educated tradesmen and women credit. They will use this once and thats it! HOOKED, Never again will they use any other method.

INSTANT AND CHEAPER, END OF.

[revoman] 22/2/2017 10:14

At the presentation Altitude stated that the market believes 10% of the overall business they're chasing will move online in 2017, and as such Altitude will be chasing that 10% (which may be 5% or maybe 15%), but either way it's a good chunk of business, and that is what the Altitude will be going for this year. And little by little that 10% will head towards 80%?90%?100?

[melf] 22/2/2017 09:56

pmaxwell......"at least until they are forced to do otherwise".

From what we have been told, the smaller "mom and pop" operations are gradually losing business to the more technologically advanced larger outfits.......so maybe this will coerce them "to do otherwise".

[ihatemms] 22/2/2017 09:51

Oh yeah 4000 out of a million- hardly a lot required. The younger generation will actually embrace technology because they're brought up on it and their numbers are in the ascendancy. By the time you see meaningful take-up the price will be over £2.