Ant Plc Share Discussion Threads

[greenroom78] 07/12/2011 21:49

Disappointed with today's news but still holding as no point in selling a company that is valued at cash (IMO).

The Arbuthnot target of 25p referenced above, is that correct as they were at 60p a month or two back - that is some slash if so.

[hastings] 07/12/2011 21:43

I think Ant will come good, but it is one for the very patient. Still, gives time to add and build up a position. Interesting that some very long term Institutions have held firm, any movement either way in the future could be a good indicator.

[joker100] 07/12/2011 21:16

Arbuthnot Securities have it as a strong buy -target 25p

[drw1] 07/12/2011 16:09

With cash at worst equal to market-cap and the possibility of improvement in 2012 it's hardly a basket case just yet.

[chrisdgb] 07/12/2011 16:01

DEPRESSED.....................

[hastings] 07/12/2011 12:45

Does appear overdone, but then the mkt is very unforgiving at the moment and any company that issues a warning of sorts will be knocked down. That said, happy to hold here and will add should the offer drop much further.

[wjccghcc] 07/12/2011 10:08

Except they've been facing delays every year for the last five years...

[drw1] 07/12/2011 09:41

Overdone today given strong cash position if the company is merely facing delay.IMO

[yangou] 06/12/2011 17:43

I agree with you Robbie. I am thinking it is because this one,unlike net software co,s. goes onto hardware is why it is taking so long.

[robble george] 06/12/2011 16:25

Yes a long-term 'tuckaway', this stock always seems to be big on promise but tis stock price has tended to trade in a fairly tight range and never been an investors favour despite the nterestign tech. One day.

[hastings] 30/11/2011 13:06

Oh i agree and maybe there is a single seller. Quite happy to sit and wait with this one as the mkt cap is a silly valuation, given the cash-asset position.
One to keep tucked away for the long term and it could reward well imo.

[greenroom78] 30/11/2011 12:43

True. Not sure what should give them the gitters from here. ANTP is valued only slightly higher than cash at these levels.

[hastings] 30/11/2011 12:39

May not be one seller Greenroom78, could just be a few investors getting the market jitters.

[greenroom78] 29/11/2011 13:49

Looks like someone may be selling down. We've seen 10k sells for a few days now and today there is 20k @21.25p - I wonder if that is the seller finished?

[greenroom78] 31/10/2011 10:17

Thanks. I hadn't spotted the company blog before.

[chrisdgb] 31/10/2011 10:13

the one above is from the company blog, otherwise just trawl some Google news..

[greenroom78] 31/10/2011 09:59

Interesting, 20k sell(?) @26.69 and 30k buy(? must be?) @28.4999p caused that tick up.

chris - thanks again for another bit of industry research, where do you pick these bits up from? Very useful.

[chrisdgb] 31/10/2011 08:21

More bullish comment from the ANT blog last week:

Is this the tipping point for connected TVs?
Netflix announced plans on Monday to launch its online movie streaming service in the UK and Ireland, in early 2012. The new service will put it in line with Amazon's LoveFilm and the recently launched YouTube Movie channel. Netflix shelved the plans for a UK launch several years ago after an initial failed attempt. But, as we see a ramp up in activity surrounding connected TVs and STBs for 2012, a re-launch isn't much of a surprise.

2012 signifies a tipping point for the connected TV market. Manufacturers and retailers have been talking about the connected TV experience for some time, but in reality, the benefits are yet to be realised by the majority of consumers. 2012 is the year where this is set to change – and we're expecting a host of services like this one to be launched in the coming twelve months as the market responds to growing consumer demand.

As TV technology becomes more intelligent and more interactive, consumers are looking for services and applications that deliver opportunities to explore and discover richer content, while staying true to the traditional TV viewing experience. As consumers become more au fait with the potential of connected TVs to enhance their experience, services like this are set to revolutionise the way we consume TV – an exciting time for both the industry and viewers alike.

[hastings] 28/10/2011 11:34

Nice spot chrisdgb.I see we have a little tick up today,although still way off most investors radar. Can't help but thinking that the mkt cap-assets and share price suggest,this is remains very cheap.

[chrisdgb] 28/10/2011 10:37

missed this from Monday:

24 October 2011Exterity has announced a new version of its AvediaPlayer receiver range. The upgrade offers an enhanced core browser that improves visual functionality.
The latest version includes the ANT Galio 3.1 browser, which improves visual performance and supports dynamic graphics, including screen fades and transitions. This makes it ideal for digital signage and creating bespoke interfaces.

The new AvediaPlayer also features enhancements to the USB interfae on the receivers to improve enterprise class redundancy and enable new integration opportunities.

[greenroom78] 28/10/2011 09:53

Couple of buys again this morning.
Article related by those more canny investors who look past the obvious tips?

[hastings] 28/10/2011 09:43

If Ant merely achieves within the current expectations the uplift will be decent enough. If galio move is in demand then we could be in for a nice surprise.

[chrisdgb] 28/10/2011 08:35

Thanks for the posts, looking forward to some decent contracts and steady progress towards the 60p share price target..