Altitude Share Discussion Threads

[bamboo2] 08/1/2017 21:39

I'm a non SCSW person, this could be a stupid question! So has SCSW re-tipped ALT to its subscribers?

Surely most existing subscribers that are interested in ALT as an investment will already be long. If this is the case where will hoped for increase in buying pressure come from?

[webster32] 08/1/2017 20:24

I haven't seen Paul Scott mention Altitude before but I see he's referred to Artworktool on his Twitter account :



Does this indicate he is aware of Altitude? If so it could be useful if he covers them in his small cap value report for Stockopedia.

[nfs] 08/1/2017 20:20

Contribution level should be gross margin yes, my accountancy background means I will stick my neck out and say that this is what the deal contributes to ALT before ALTs own expensesSo you are right sheep herder

[hitsha1] 08/1/2017 19:37

Sorry expo 2017 is on 25-26Jan

[hitsha1] 08/1/2017 18:45

expo 2017 next week, i think. so quite lot of things going on for ALT, hope fully update too.

[melf] 08/1/2017 17:51

SH....a question ALT QnA:When the Aprinta deal was announced, Billy Dolan commented that are planning to double their printing capacity in 2017. Is this on the expectation of the additional business c2s would bring in?Thanks

[value king] 08/1/2017 17:39

I've just been looking at the co website this afternoon, so slick and so much for a tiny co with a £40m market capitalisation.

I think the WHI £3 target will come far sooner than many may expect.

That Amazon stuff to get announced with a positive trading update will send ALT back up sharply yet again and a lot more stock in the hands of Varley and other major shareholders that don't willingly sell any on a rally so an even sharper squeeze I would imagine.

[melf] 08/1/2017 16:37

Quality SH. Looking forward to reading your paraphrased version in due course......this is top class BB stuff.

[ianfnelson76] 08/1/2017 15:51

Oh, Nominated Advisor? I.e. WH Ireland

[ianfnelson76] 08/1/2017 15:50

Who or what is a NOMAD?!

[sheep_herder] 08/1/2017 15:46

Sorry, jumped the gun a bit there. Everything I post needs to have been given the okay from the NOMAD. I'll write some questions later tonight and put the key points down.

hitsha, there's no deal with Amazon. It was a turn off phrase. They want to be the Amazon of the B2B world. I.E. the one firm you think of when someone mentions B2B. I don't know if this is just in the promotional goods side or more generally. That's one question to put to them.

[hitsha1] 08/1/2017 15:16

It's live now,also 1.40 will be passed very quickly, My question is about a deal with Amazon, what sort of deal it is, good luck all the best

[tattooed93] 08/1/2017 15:02

how soon will all go live? By the end of 2017?
140p next level on chart>

[rampmeister] 08/1/2017 14:59

Thanks for all your good work SH
ALT QnA How far are we into roll out with Aprinta/A1 Mastermind totalling around 42k and not all distributors jumping on board and 22k now live. How many more can we expect?

[sheep_herder] 08/1/2017 14:11

Hey all, some good news.

I've been in touch with Martin and have agreed to collate questions and present them to him to answer in his own time. I asked mainly about the market they're entering as I wanted to better model the roll out. His answer is in full below. Lets have a discussion and I'll collate everything to email him in a week or so, or once everyone agrees on the list of Q's.

Note he also suggested they could organise an investor presentation for us. They will also try and put up all investor presentations on the website after the next results or update.

If you have a question can you start the post with "ALT QnA" so that I can search the thread and make sure I haven't missed anything.

SH.

----------------------------

Edit: removed on request. Will paraphrase it later.

[essential] 08/1/2017 12:23

A scsw nap of the year recommendation this weekend

[webster32] 07/1/2017 21:56

Sheep_Herder,
Thanks for the clarification. Don't think I need the photo but thanks for the offer and good luck with your investment. Sounds as though Monday should be interesting.

[ddav] 07/1/2017 21:50

Sheep_Herder--- Good Input and thanks.

ddav

[hitsha1] 07/1/2017 20:58

SH, he meant eye of Amazon not Apple, so i was not far of, man this is crazy, good luck to everyone, plz look at D4T4, trust me it's going places, patented technology
also right place right time,don't buy but how a good look at it then buy, i have

[tjbird] 07/1/2017 20:05

Channl.com

[melf] 07/1/2017 19:55

Exactly VK.....could this be the "bigger than Aprinta" deal?

[value king] 07/1/2017 19:50

I just got home from work tonight and found my Small Company Sharewatch hadn't arrived so I've been reading the online version. I thought this was interesting, on the rear page:

"I’ve just met Altitude’s Martin Varley on 28 December and heard exciting new stuff that he has under wraps - technology to launch a “B2B Amazon” (Channl)."

Exciting stuff indeedee! :-]

[sheep_herder] 07/1/2017 17:39

No problem, I'll try to answer.

22K - comment from SCSW (who met Varley again on 28th Dec).

Photo is from an ALT presentation. I can forward it - email me at sheep_herder at outlook dot com. No date on the slide I could see.

0.35 is an extrapolated number from the distributor sells vs. distributor buy costs. 420M/1.2B. When they talk about the $500 customer purchases they are referring to the distributor selling costs which includes their markup. So to get the printer revenue, multiply everyting by 0.35.

Edit: perhaps an easier way to calculate a baseline is to just use the ALT numbers scaled for 22K instead of the 2.4M addressable. 22K/2.4M = 0.0092

So for the 1% and 5% engagement table entries we get revenue of $1.435M and $7.176M.

[webster32] 07/1/2017 17:17

Sheep_Herder,
A few questions, if I may.

In post 1063 you said "They currently have 22K live". Is that repeated in the photo they sent you?

If I understand you correctly, the photo they sent you is of a page of an ALT presentation?

Does the photo show a date for the presentation?

In post 1065, what does the 0.35 in your formula represent?

Thanks