Orcadian Energy Share Discussion Threads

[ericthecat] 23/7/2007 23:12

they charge per subscriber which will be subsidised by the telco i.e bt want consumers to pay fo tv/phone/broadband all on the one bill, it will be hundreds of £milliion market. think uk 20 million homes all paying monthly 10 years down the line thet will take on sky tv.

Its the telcos that need to drive it and the best solution will win, be it open standards or microsofttv. middleware is a small piece of the chain.

[blinddarts] 23/7/2007 20:14

Ericthecat – or others.
I'm seriously considering investing back into this.
My problem is not with the technology, I think I understand and like what I see and certainly not with the market potential for IPTV, no, it's that I really don't understand the revenue stream.
I just can't quite get to grips with how the likes of ORCA will ensure the route to m,arket and the value mechanism's for that income.

If anyone can explain or point me to a suitable link I'd very grateful

[chrisdgb] 23/7/2007 12:33

reasonable trade gone through, wonder if that is the last of the Henderson holding who look to have been selling. Overhang hopefully cleared??

[chrisdgb] 23/7/2007 09:14

attractive spread on the shares at the moment!!!!

[hotfinance14] 22/7/2007 12:48

Whats the latest on the bid ?

Why are they 7th in the IPTV rankings ?

[ericthecat] 19/7/2007 11:23

anybody got any questions, i am speaking to orca next week?

[ericthecat] 18/7/2007 18:47

the nice bit of todays announcement is

"This announcement marks a significant milestone for Orca Interactive as we officially extend our footprint into the dynamic U.S. IPTV market", commented Haggai Barel, CEO of Orca Interactive. "Launching our U.S. division with a customer the caliber of W.T. Services reflects on our commitment to the North American market , in delivering readily deployable solutions. We expect other leading industry players to follow suit as we continue to drive new revenue opportunities across the U.S. with our cutting-edge, highly reliable IPTV technology."

in particular the last part, microsoft are struggling;-))) more to come????

[ericthecat] 18/7/2007 13:39

any bidders will be watching the iptv market as it is all so new, wait intil you know what direction its going.

bidders imho commverse, cisco, ibm, tanberg, motorola, and some we haven't heard of, its a good company

[chrisdgb] 18/7/2007 12:13

why would talks take so long, any views who is the likely bidder>??

[hugepants] 18/7/2007 12:04

Ive changed my mind on this company the last few months. I had it down as an absolute dog. However the strong H2 last year and the increasing number of contract announcements this year is suggesting this is not a dog. Its clear IPTV is still in its infancy and ORCA despite last years woeful performance still appears to one of the major players in the middleware market (see colinhy's list above)

Any roads net cash at end December 06 was 17p. They also had an investment in an associate in the books at $2.4M (about 3.5p per share). Anyone know anything about this associate? Problem is cash burn was 7p last year. However this year so far looks like it will be a good deal better ie. strong revenue growth and decreasing losses this year.

[ericthecat] 18/7/2007 11:40

its a very good little company who is run by one of the most knowledgable people in the sector ( Haggai )

Bid value is still minimum 30p. IPTV is still come and ORCA has great channels and great technology.

[chrisdgb] 18/7/2007 10:58

key issues are the take up of the technology/current cashburn but the company has loads of cash/what value do you put on the 2 in terms of a bid?/talks now 6 months? previous thoughts were over 30p level...

[superglide] 18/7/2007 09:43

Technically Orca (killer whale) is actually a dolphin. Would you swim with it lol? Seriously though looks interesting, hope it's not another "jam tomorrow" co. is it? Only just appeared on my radar.

[chrisdgb] 18/7/2007 08:11

nice to see some progress.

[hugepants] 18/7/2007 08:08

The graphs posted by colinny are a real an eye-opener. IPTV hasnt really started yet.

[hotfinance14] 18/7/2007 07:50

Might get free hot dogs then!!!

[rawdeal1] 18/7/2007 07:44

They supply 3 people on a ranch outside Texas !

[hotfinance14] 18/7/2007 07:40

How big is W.T Services ?

[par12] 18/7/2007 07:31

This has to be good news for BLZ :0)

[deep powder] 18/7/2007 07:16

I am still being patient, this kind of news must be positive. I think there is still a seller in the background trading through Jeffries but with no large buyers given the uncertainty over the takeover we are stuck 'somewhere in nowhere'. Our day will come this stock is cheap.

[hotfinance14] 18/7/2007 07:08

Orca Interactive Ltd
18 July 2007

18 July 2007

Orca Interactive Limited

('Orca' or 'the Company')


Orca Interactive enters U.S. IPTV market with W.T. Services agreement

Orca to provide cutting-edge RiGHTv middleware for live TV, pay-per-view and
video on demand for U.S. triple play provider


Ra'anana, Israel, July 18, 2007 - Orca Interactive (LSE: ORCA), a global market
leader in the provision of IPTV middleware and applications is pleased to
announce its first U.S. customer agreement with W.T. Services, Inc., a wholly
owned subsidiary of West Texas Rural Telephone Cooperative.

The agreement will see Orca Interactive supply its advanced RiGHTv middleware
through Optibase, the prime integrator in this project. The solution will
enable W.T.Services to provide integrated, carrier-grade IPTV services including
live television broadcast, pay-per-view and video on demand (VOD). W.T.
Services is expected to launch the first of these new services in July 2007.

W.T. Services' advanced IPTV offering, powered by Orca's RiGHTv middleware, will
also include Caller ID over television, enabling triple play subscribers to
conveniently identify incoming calls on their TV screens, and Emergency Alert
System (EAS) notification for advance warnings and immediate, direct alerts
about critical events in the region.

With enhanced flexibility, Orca Interactive's User Interface (UI) SDK and
Service Delivery Platform (SDP) architecture will enable W.T. Services to
benefit from UI customization, smooth UI porting into new set-top boxes and
application hosting in a fast time-to-market and at a low operational cost.

Welcoming the announcement, Thomas A Hyer, President of W.T. Services said:.'In
building a comprehensive network of fiber-to-the-home in our communities, we
strive to offer the residents of rural Texas all of the services that can be
found in metropolitan areas. We can achieve this with Orca's RiGHTv IPTV
Middleware, which provides us with a flexible and reliable IPTV Platform for
offering services such as national television channels and local feeds, as well
as an advanced suite of personalized services including VOD and Pay Per View.'

Haggai Barel, CEO of Orca Interactive commented: 'This announcement marks a
significant milestone for Orca Interactive , signaling our first customer win in
the key US market. Securing a customer of the calibre of W.T. Services reflects
on our commitment to delivering readily deployable solutions to the North
American market. We expect other leading industry players to follow suit as we
continue to drive new revenue opportunities across the US with our cutting-edge,
highly reliable IPTV technology.'

Marking its entrance into the US market, Orca Interactive is also pleased to
announce the opening of a U.S. office. During the third quarter of 2007, Orca
will open an office on the West Coast of the US allowing US customers to benefit
from Orca's array of partnerships across the IPTV value chain with companies
such as Amino, BitBand, MetaSwitch, Trilithic, Quintrex, Tribune Media Services,
Verimatrix and Widevine.

[hotfinance14] 16/7/2007 16:46

Do we have the 7th most revenues in IPTV...No.

[colinhy] 16/7/2007 14:38

Interesting to see ORCA is ranked No 7 in the world (according to deployed subscriber numbers)

SAN JOSE, Calif., July 16 /PRNewswire

MRG Releases IPTV Middleware Report Identifying Leaders in Global Race


The continued growth of the global IPTV industry, specifically in Europe, Asia and North America, hinges upon the misunderstood "Middleware" that glues together the many working parts of the IPTV end-to-end system. "Without flexible middleware that can easily and predictably increase the number of subscribers and the breadth of services, IPTV operators will not sustain long-term growth or stability," states Steve Hawley, MRG Sr. Analyst. "Middleware can make or break the success of an IPTV service."



more on link



1 Thomson
2 Cascade
3 Alcatel-Lucent
4 UTStarcom
5 Siemens
6 Motorola
7 Orca
8 Minerva
9 Netgem
10 UIEvolution
11 Tandberg
12 Kasenna
13 Oki
14 Microsoft

[colinhy] 11/7/2007 13:56

IPTV video revenues to hit US$26 billion by 2011, says iSuppli

The market for IPTV video services is to rise by a factor of nearly 34 to US$26.3 billion in 2011, up from US$779.2 million in 2006, according to research firm iSuppli, which noted that the figures do not include advertising and value-added TV services.






With the IPTV market now expanding rapidly we can only wait to see if ORCA will have an increasing share.

[par12] 11/7/2007 10:30

I agree; but this is just typical of this group