Geheimnis2 2 Jan '17 - 10:48 - 7 of 2426 0 0
I'm going for a takeover at 60p before the end of the year
Ouch, Tarquin! Mummy wants to know how deep underwater you are here, and to order you home right away for your eggy soldiers!!
You're not sticking with your January prediction?
130p NickB Jan 2017 Ã¢â¬Åexcluding takeover!Ã¢â¬ï¿¾
I really didn't think we'd be trading at 6p in March.... Would love to throw more money into this at 6p but I'm maxed on FBT.
I wouldn't be surprised to see this blue by close.
Aziz said that in one of his tweets that he was putting 'family over money' - clearly implying his relatives were more important than the multi million payout he would receive from the inevitable Apple takeover :)
FBT is funded for well over a year and the investment case for the stock is not whether the results are going to be plus or minus 100k over any anticipated figure.
Quite possibly SS would have liked to have seen more completed deals from Aziz's travels but this is his lifetime work and with his stake he's probably quite tough on the sales staff.
The investment case for me is whether the BBC take a contract after the POC trial ending in May and whether some big name predator (or collaborator) is likely to cough up more than the circa ÃÂ£15m m/cap at some stage in the future. The odds look reasonable in both cases.
The takeover offer should be at 37p...but we might see 6.5p tomorrow.
A good return.
130p for me excluding a takeover!
ÃÂ£1+ on a takeover.
Well done bonio
I'm going for a takeover at 60p before the end of the year
I see no reason not to be highly confident here, just a case of stock market timing to see a re rating but the business and the Cloud shift is well underway.
I am still speculating of a big deal or takeover with Apple Ã°Å¸ï¿¾Å½
Yes agreed it seems to have 'takeover' written all over it
I've given this so much thought that I have concluded the market is not pricing in any takeover premium due to SS majority holding and therefore is focussed on traditional valuation metrics. This is good for us as we can buy at these levels.
Once the market sees firm evidence of becoming a potential dominant player, then the real re-rate will happen and with it, I believe the SP will begin to reflect the likelihood of a takeover.
Once that happens, we will begin to be in the bracket that SS will accept an offer.
One step at a time but for me the placing is the first obvious indicator we have that we will attract our first big player.
Once we do, things could happen very quickly here
Roll on the Apple rns
I am an investor in E2V so a nice day today
A big fat takeover out of the blue would be nice here too
Well FBT have as you know
The core technology
The product highly developed tried in the most demanding productions
A Global marketplace switching on to Cloud
MONEY available to fund sales leads, support increased clients, increased technical development to support clients needs.
So over to the management to deliver, it's down to them now they have everything in their favour, never before have they had all the ducks lined up at the fairground, so no excuses.
If a takeover at some point happens that's the big bonus, nothing has changed on that front.
Any takeover by who ever would come out of the blue.
SSB. We could look at it another way. It may be bollocks in terms of the reason they are giving us for not being able to reply. However it could be that they are deep in discussions regards a huge deal, sale, or takeover of some sort, and have been told to keep quiet. IMHO.
G2. Regards the Amazon takeover of Biba. That's a good point. FBT have stopped marketing on Captevate and EVA, and have not updated any of their websites since August, yet Stephen Streater and R&D team are still working on EVA. Maybe a deal has been made. IMHO.
We can still be working with Apple for Forscene even with an Amazon or Google takeover.
While eva and Captevate hits the mass consumer market.
Google Andriod has something like 85% of the smartphone market that's a lot of video cameras all needing Google cloud storage and editing. In the consumer space.
Amazon has Amazon Cloud drive for consumers so getting all those Android phone users to use Amazon storage is also big business.
So could be any of the big3 companies.
We shall see.
I think we will be working with Apple on the BBC deal, but I think Amazon is my number one bet regards any takeover. IMHO.
1.50 would work for me
In principle I agree this should be a no brainer for a takeover at a decent price
However I've thought that about other stocks too where it hasn't happened
I stand to be corrected, but I think 162 meant to type "the whole Apple / BBC proof of concept is purely to 'prove the concept' for Apple not BBC." Not "for Apple not FBT"
I think that's a fair point but from what Aziz was saying in the Proactive interview, they approached the BBC independently but FBT were already known to Apple from Aziz's approach in November 2015 and so they collaborated with them as a partner. So, in theory, FBT could get a BBC deal wthout an Apple deal and vice versa but if it works then it would be strange if either of the BBC or Apple didn't want to expand on it. It all looks highly promising with timescales perhaps being the factor that is hard to estimate.
I agree, if Apple start to use FBT for their other clients then they will want exclusivity and, if it does come to fruition, then presumably it will be an exclusive license or, perhaps more likely, a takeover for the whole company.
The timing of the 'Apple' deal in May, coincides with the stepping down of SS to 'development mode'
Also coincides with the placing designed to carry them to profitability
Did they mean 'profitability" or until 'takeover'?
That 7p placing let a load of their mates in all at once too.
All too coincidental for me ....
Yes and they are also slashing costs by ÃÂ£1m per year. Hopefully the new emphasis on revenues will see them through to breakeven / profitiability / the ÃÂ£1 + per share takeover!
I suspect the main thing holding the share price back is Schroders - either through their selling or a perception that they might still be selling. Fund managers with the small caps can sometimes act according to whims on sectors and randomly drop a stock regardless of how positive the emerging story is. Who knows, Schroders may already have stopped selling here but, if not, then hopefully the brokers can find another fund to take their position.