Atlantic Global Share Discussion Threads

[explorer88] 16/5/2007 09:45

Bakunin - an excellent point.

There is certainly the potential for ATL to rise to PHD's valuation, especially if they introduce Software as a Service (SaaS) / an on-demand solution in September and acquire a capability to provide SaaS

Mad - SRF re-ignited billings growth because of SaaS (BlackSpider acquisition), i see similar potential with ATL. Eugene Blaine, speaking at last autumn's Annual User Group meeting, mentioned that he wanted to introduce SaaS for Corporate Vision.

P.S. I've just finished reading the new PPM book (Project Portfolio Management - Leading the Corporate Vision) - obviously written from a strong evidential base. Recommended reading if you want to find out more about the potential of PPM. Check out chapter 4.3 (SaaS).

[madasafishman] 15/5/2007 19:23

exp88
a well timed return atl up

good to see you back on the boards again
you have mail by the way

[wilmdav] 15/5/2007 16:42

explorer88

Thanks for the update. Good to see you back.

Earlier link above no longer works. The site got too big for free web-space. Now at:-



I look forward to updating it with some juicy numbers.

[philjeans] 15/5/2007 15:21

explorer - good to see you back!

We'd all thought you'd got lost at sea.

Good to see this come to life again - I picked up 16k yesterday, fortuitously, and think this has great potential.

With cash worth half the M/C, risk is minimal.

[explorer88] 15/5/2007 15:13

Hello mad and fellow ATL investors

Wilmdav - i can confirm that Norwich Union are still a client of ATL. Norwich Union recently signed a three year service agreement with the company (source : Rupert Hutton, Finance Director).

Whilst the significant growth in ATL's revenues and profitability is a few months behind what i initially anticipated, that growth is now starting to kick in. For example, ATL have just (last week) started to recruit solutions consultants and developers to meet the growing demand.

Introduction of totally new IP in September will help achieve the forecasts i gave at the start of the year, albeit running a few months behind my initial forecast timescales.

:-)

[philjeans] 01/5/2007 09:01

Positive statement from AGM; looks as if we've hit bottom and should be a strong recovery here.

[courant] 30/4/2007 15:11

Is anyone going to the AGM tomorrow? I'd be very interested in hearing what will be said. I don't currently hold but ATL is on my radar.

Courant

[wilmdav] 27/3/2007 14:57

You folk might like to glance at this.



It probably won't tell you much that you don't already know. The half-yearly profit, cash flow and eps charts are the ones to note.

I note that Norwich Union is missing from the client list. They were heavily involved in development of the product if my memory serves.

[madasafishman] 27/3/2007 08:12

Masurenguy - 27 Mar'07 - 06:11 - 67 of 69
Be interested in explorer88s view if he is still around !

if he doesnt post today then i doubt he will post on here again
as this was the one he had high hopes for
not like him too disapear without saying anything

exp88 if you do read this i hope you are well and everythings ok
and good luck in whatever you are doing now

[madasafishman] 27/3/2007 08:04

results are good could have been better although a big improvememt from last year
certainly something to build on
dont think this will move the price up tho
probably get marked down and maybe recover abit this pm
although not much volume on this share in general
so may just get marked down and stay there
hopefully not much
only a very small holding for me so will keep long term

[philjeans] 27/3/2007 07:45

Well, they've turned the corner alright and 2007 looks very promising.

Good time to get on board I'd say.

[masurenguy] 27/3/2007 07:11

Be interested in explorer88s view if he is still around !

Financial and Operational Summary
Successful return to operating profit before goodwill amortisation in the second half of 2006. Strong financial position, generating a positive free cash flow of £61,000

Loss before tax and goodwill amortisation reduced to £51,000 (2005: Loss £475,000), in line with expectations

Turnover comparable year on year at £1.961m (2005: £2.137m)

Earnings per share, adjusted for goodwill, increased to 0.23 pence (2005: restated loss per share of 1.98 pence)

Further operational efficiencies achieved during the second half of 2006

Contract implementation continued, supported by a strong sales infrastructure geared toward a maturing Project Portfolio Management (PPM) marketplace

Uplift in both retained and new clients, mostly notably Provident Financial, Kingston Communications, GroupM, Tiscali and Aircom International

Stronger position on the Gartner PPM Magic Quadrant

Recent expansion of the team who will support the planned growth of the business during 2007

Initial months of 2007 traded in line with management expectations

Eugene Blaine, Managing Director of Atlantic Global commented:
"We believe that the Company is in a much stronger position to take advantage of the expected growth in the Portfolio Project Management market place. As a result, the Group is confident that top line growth will improve in 2007, with the aim of delivering increased shareholder value."

[masurenguy] 25/3/2007 23:00

Results on Tuesday - less than 100K shares traded so far this month including a 50K Buy ? at 15.5p on Friday.

[masurenguy] 19/3/2007 18:02

Tree shake before next weeks results ?

[madasafishman] 18/3/2007 18:25

Masurenguy
that was my concern
i hope that he is well too ...

perhaps he has gone off on one of his round the world boat trips
again

but it is strange him not saying anything or posting

[masurenguy] 13/3/2007 14:35

No I haven't. Last time I saw a post from him was on the Adamind thread I think but since I exited that stock I haven't checked it out lately.
Don't have any idea why he hasn't posted recently - hope that he is ok !

[madasafishman] 13/3/2007 11:49

Masurenguy
just wondered if you had seen or heard of exp88 lately
he doesnt seem to have posted on anything for about 6wks
quite unlike him considering his shareholdings
he has posted regularly for the last 5-6yrs on advfn

[masurenguy] 13/3/2007 10:36

Just 7135 shares traded so far this month and no trades over the past 4 days !

Yawn...very sleepy here. MMs trying to stir up some interest by marking the share price down by a penny this morning, ahead of the results which are due 2 weeks today.

[masurenguy] 09/3/2007 00:40

Final results for 2006 due to be released on Tuesday March 27th.

[masurenguy] 28/2/2007 09:37

One of the consolations in being invested in a very small and comparatively illiquid stock like ATL is that it is under most peoples radar except when it issues either positive or negative news.

As such it is one of the few stocks that I hold that has not been marked down by the MMs so far (don't want to tempt fate). Just to see a few lines of green breaking up the mass of red on my screen at the moment is a little comforting.

Lets hope we get positive update on 2007 prospects when last years results are published in March.

[madasafishman] 24/2/2007 11:54

wba112233
you are right it is in march as per previous years

i remembered early feb but just looked again and these were trading updates/statements
in 2006 when they made a loss they posted a pre trading statement in jan as they havent done this i would have thought results were going to be ok

thanks for your help and info

and yes i am a fisherman :-)

[wba112233] 23/2/2007 15:44

madasafisherman -

OK - just called them back as the answer to your querries above was "don't know". Spoke with Rupert Hutton this time (Finance director). He said there will be an RNS in the next couple weeks specifying the date - but it'll be 3td week of March.

He said that was when they always are & didn't seem very flustered. Since then looked at there RNS history - last year they announced the results would be on 15th March (& that announcement was on Feb 15th). Make of that what you will. From their web-site (

March 2007: Preliminary announcement for the annual results to 31st December 2006.
March 2007: Posting of annual report and accounts to
31st December 2006.

P.S. - You are the fisherman - feel free to call & fish for more info

[madasafishman] 23/2/2007 07:08

wba112233
did they say they had delayed results or have thye just changed there end of financial year
either way would have thought there should have been an rns swaying that

was there any hint ie: on target etc
thanks

[wba112233] 21/2/2007 15:45

Just spoke to finance department at Atlantic Global. They said the results will be released in the 3rd week of March 2007.