Altitude Share Discussion Threads

[the patient investor] 03/11/2016 14:14

Allstar

You got it wrong, i wasnt referring to you

[sheep_herder] 03/11/2016 14:00

allstar - I think there really isn't any need to be cautious. Websites/software always have bugs so that isn't really a concern. A fire - sure, but I put that in the same ballpark of risk as a natural disaster. Besides, the customer has multiple warehouses and ALT multiple customers.

There are no costs or debt to worry about so the only worry to me is how much upside potential there is. I can't see anything but an extra 2-5p EPS for 2017 for each deal depending on the roll out.

As an aside, I see from LinkedIn that the PPExpo2017 is almost sold out so that's good news.

[allstar4eva] 03/11/2016 13:50

Sh I wasn't calling you blinkered BTW. Just saying I am still cautious even though very very optimistic here.

[sheep_herder] 03/11/2016 13:46

Yeah, unnecessary PI.

[allstar4eva] 03/11/2016 12:31

I'm bullish but not blinkered...

[allstar4eva] 03/11/2016 12:29

SH software issues. Bugs. Lower than anticipated customer take up. Fire at distributer warehouse etc etc...

[ihatemms] 03/11/2016 12:24

In my view the Y trades- the delays are only about 1 hour. In practically all cases Ive monitored you can match the price to the spread up to an hour before unless the transactions are very large.

[melf] 03/11/2016 12:16

I think that may have been a delayed report of the trade - I don't really understand how this reporting lark works.

[ihatemms] 03/11/2016 12:11

Well somebody's prepared to pay a big premium to get hold of some stock - 40k @ 76p when the spread is 70-73p. There also appears to be a regular buyer in the background mopping up PI sells.

[sheep_herder] 03/11/2016 12:10

allstar - rather than using a throw away comment like "nothing is guaranteed", this is the stock market after all and I think we're all aware, why not suggest some of the possible downside risks.

I have two:
- natural disaster
- a loss of one of the management team

Aside from volatility until the first numbers are released I'm not sure what else there is? What is worrying you?

[allstar4eva] 03/11/2016 11:31

Yes but my point is having recommended at 20p it is not so silly really is it? I fully expect them to re-iterate their buy stance but nothing is guaranteed.

[nw99] 03/11/2016 11:29

60p and pile in

[melf] 03/11/2016 11:19

The phrases that stick out for me are "buy before the masses" and "a future apple of the market's eye". These comments infer that they think there is LOT more to come - Can't see them taking profits yet.

[sheep_herder] 03/11/2016 11:16

You don't get these opportunities very often.

[allstar4eva] 03/11/2016 11:10

They've already had a multibagger. Why would it be silly to take profits? Did they not recommend at 20p?

[sheep_herder] 03/11/2016 11:01

allstar - yours wasn't a negative comment, it was just silly. SCSW buy and hold most of the time. They're more value investment than trading. They have said they believe ALT will be printing money for fun next year and you think they're going to say take profits?

There are minimal costs in the business. There is no debt. They have cash to get them through the roll our of the new products. What could go wrong other than a natural disaster?

[allstar4eva] 03/11/2016 10:58

BTW even if scsw say take profits doesn't mean I will however there are many who will be following their advice to the letter. So either a buying opp or a price spike potentially come Monday AM...

[allstar4eva] 03/11/2016 10:55

SH you're not one of those that can't stand negative comment? I hold here but I'm not blinkered. We have NO numbers to go on at present. It's all speculation. I hope to make a large profit here but I don't for a second believe that nothing can go wrong.

[sheep_herder] 03/11/2016 10:51

allstar - what are you on about? Have you actually done any maths on the numbers involved? If you had, you'd see that £3 is an easy target within a couple of years.

This is going to be volatile until we get some real numbers which probably won't happen until any update in Jan or full results in May.

[allstar4eva] 03/11/2016 10:45

Scsw at the weekend. Will they say take profits let remainder run? Or hold for further large gains...

[113mike] 03/11/2016 10:12

Down, then up? or just down?

[melf] 03/11/2016 10:00

Here we go again.