Altitude Share Discussion Threads

[ihatemms] 15/2/2017 20:16

Got to say Sanjay Lobo's record as well as that of Gellan is quite exceptional.




Companies are all about management,management and management and ALT has 3 of the best. With these 3 at the helm you would expect the company to achieve its goals.
In fact if these 3 can't deliver the goods I might as well give up investing!

[ihatemms] 15/2/2017 15:51

Ok - thanks very much. Seems strange why its mentioned in the context of re-naming the Expo which is very much for the UK.

[sheep_herder] 15/2/2017 15:49

No, channl.com is the branding for the C2S business. It's only available in the US right now and will be rolled out in the UK in a year or so.

[ihatemms] 15/2/2017 15:47

The articles also talk about channl.com and the fact distributors can set up on the platform and perform business via the created own web-sites. So my question is there going to be charges for conducting business on the platform. This seems specific to the UK - so is the UK version of the Aprinta/ AIM deals?

[sheep_herder] 15/2/2017 15:37

What's your question? You've just linked to the expo as far as I can see.

[the patient investor] 15/2/2017 15:35

15 Feb '17 - 12:43 - 2164 of 2166 0 0
bestace - agreed - but it simply worried me that the most important point (imo) was not illustrated both simply and logically

[ihatemms] 15/2/2017 14:07

The likely impact of the new channl.com .





I wonder what margins ALT will make through this platform?

SH - any views on this as you were at the co presentation?

[rampmeister] 15/2/2017 13:33

Sold early following RNS 85.7 back in (but not fully) at 79.2.

RM

[joe say] 15/2/2017 12:43

bestace - agreed - but it simply worried me that the most important point (imo) was not illustrated both simply and logically

[sheep_herder] 15/2/2017 11:53

Just use a 10% value - it's conservative and makes everything easier. For every $1B spend, ALT gets a gross profit of $100M.

[bestace] 15/2/2017 11:32

Joe Say - I also struggled with that arithmetic, but if you ignore their £19m per month figure and just multiply through the figures using their assumptions on numbers of distributors/customers/transaction values/margins etc., you still end up with a large number for ALT.

[revoman] 15/2/2017 11:03

Agree with all. And as for the Mom and Pop businesses, very fair comment. But they're the ones that may well go down down the pan as a result of Altitude - Alt aren't creating new business, simply a new way of doing business, so if there're successful as we all hope, the money they're making has to come from somewhere...

[stephen1946] 15/2/2017 09:59

The most obvious is the corner shop, he could find the cheapest wholesaler in his area for his weekly requirements without leaving his counter. That enables him to compete with his much bigger competitors.
This tool has a multitude of applications. The "Binder" is the future.

[ihatemms] 15/2/2017 09:58

pmaxwell - I would ask yourself this. Why would 2 companies (Aprinta and AIM) sign contracts with Alt if they didn't know what their distributors/ customers want and need? And in the case of Aprinta give away 50% of their gross margin. And why would another 3 potential companies be keen to sign up with Alt if they didn't understand their distributors/customers requirements ( 3- judging by the presentation and we have ' a strong pipeline' of opportunities comments by the chairman). I would hope all these companies understand their customers and markets!

[stephen1946] 15/2/2017 09:42

Sheep, melf one market that screams out is, Gambling.
There are so many deals on offer.

Retail clothing, catalogue shopping becomes an altitude experience.

Sourcing virtually any product becomes an altitude experience, and at this stage the costs of the installation would be borne by the end user.

The use of this "Binder" (because thats what it is, it binds the different parts of a whole)would be a cost saving miracle.

[sheep_herder] 15/2/2017 09:22

I alluded to this before in a few posts looking at the Artworktool website, i.e. that they had example uses outside of the promotional goods space such as warehouse management and distribution in general. Then in the RNS yesterday we have this, "In addition the Company has finalised its branding for the C2S model, called Channl.com, which recognises the potential for wider application of the trading platform in the aggregation of online orders in fragmented markets.".

Wonder how big those markets are...

[melf] 15/2/2017 09:08

I like your opinion and completely agree Stephen :-)

You have to ask the question.....why wouldn't the parties involved in the chain not want to engage? Everyone would seem to benefit and of course, the whole thing is free.

The only thing I can think of is that "mom and pop" are too set in their ways. But having said that, it's a numbers game and we don't need a large percentage of the target market to engage anyway to be successful.

[stephen1946] 15/2/2017 09:00

There are some short term losers on here.

Forget the figures, look at the tool we have in place.

Then look at what that tool does? Then look at why that tool will work? Then look at where that tool has been made for.

America is a huge area of land, an enormous market place covering an enormous expanse, you have to go there to understand distance.
Within that area is a market for what Altitude do, currently that market is a mish mash of suppliers whose prices vary enormously, what Altitude do, is bring that huge market under one roof and that one roof, effectively covers the entire American continent.
It is not a matter of, if customers take up the Altitude system of purchasing printed goods etc, it is a matter of, how quickly it happens.
Altitude ability to undercut the prices of all compatitors will bring a flood of new business. Many are expecting jam today, thats impossible with this project, what this is, is a start up project, when the revenue starts to come in, growth will follow, for years and years. Once the USA is secured, the rest of the Worlds markets will have joined the flood of new business.
Altitude will suddenly explode with revenue, those who are in, will benefit accordingly. Imho.

[allstar4eva] 15/2/2017 08:57

Wonder if those who sold out yesterday are twitching. Will they have miraculously bought back if the share price continues to rise. In the interests of consistency would be useful to know if/when they buy back.

[allstar4eva] 15/2/2017 08:40

Pmaxwell good post. We need evidence of take up but it is early days.

[pmaxwell1] 15/2/2017 08:32

I really would not put any value on these projections at this point. Its pie in the sky stuff. The key metric surely is whether this is a solution the distributors and their customers will actually want and use. There seems to be a blind acceptance that of course they will. I would not make any assumptions until we see hard evidence of this. From that point on projections make sense.

[webster32] 15/2/2017 08:20

Sheep_Herder,
OK and thanks

[revoman] 15/2/2017 08:09

No idea as I don't have the note with me. But isn't it splitting hairs between $12.3 and $19 per month?!?! I think I'd be relatively happy with either...

[joe say] 15/2/2017 07:45

Can I again ask if anyone can explain the WH Ireland note where it refers to

41,000 distributors x 10 customers with 1 customer buying says to me

41,000 x 300 us per annum ($12.3 m) revenue so where do they get their $19 m per month from???

Alternatively, $19m per month/41,000 distributors = $463

So where's the $300 (or $510) from?

To me this is the essence of the growth case - yet the maths (to me) don't stack up