Ten Alps Share Discussion Threads

[clocktower] 01/2/2016 11:37

Article in The Daily Telegraph today speaking of the casting company used to hire extras for the new star wars film have raised £462k from angel investors and that the industry continues to storm ahead of other areas in the UK economy. So it seems there is indeed strong demand going forward which should all help TAL to grow quickly now.

[rambutan2] 29/1/2016 17:19

Dipped my toe in this week. Liked the backers (see post 18 above) that came in at the 2p placing (although very glad wasn't in before such horrible dilution) and the opp to get in below what they paid. Mkt cap of £6.5m leaves plenty of upside if TAL can get its act together. So, a long term high risk punt...

[clocktower] 28/1/2016 14:17

ramas, I do not see it that way as there were always going to be issues with the publishing but I think the positives far outweigh the negatives and will be adding slowly to what was a very small holding.I am looking forward to growth over a three year period.This is not a trading stock but an investment.The company has scale now and can grow quickly.

[ramas] 28/1/2016 08:06

Otherwise known as a profit warning ... Still the road to profitability is a rocky road I still think they will get there but maybe bargain prices beforehand ...

[clocktower] 28/1/2016 07:47

Positive forward looking statement although slightly disappointing H1 but not entirely unexpected as the publishing side was always the challenging area.
It seems that the delays were due to getting business signed off at the end of 2015 - that now looks to have resolved itself.

[rambutan2] 27/1/2016 04:20

Noticed that Singer got paid 23m ords for the Reef placing etc, so wouldn't be surprised if they the overhang.

[rambutan2] 27/1/2016 04:12

For ref, re major shareholders:


Herald:



John Booth:
Info on Herald site above.

Artemis Alpha:


Broadwalk:



Charles Street Sec:


Luke Johnson (NED):


Jonnie Goodwin (NED):



Comment pieces from last June:

[clocktower] 26/1/2016 15:26

Is this the end of the overhang today, and if it is may we will see a reversal in the trend?

[clocktower] 25/1/2016 16:17

Interesting trades today as was the movement of the MM. Have we reached the turning point?

[ramas] 09/1/2016 11:20

Given the weakness I have been rereading the 2014 accounts .... This remains profitability wise an early stage turnaround and nothing has changed in my opinion that they will be successful. Luke Johnson holds 12% plus options and is now a ned. Having said that I think there is plenty of time to scale in which is what I am doing. i am thinking TAL will make a small profit this current year and something meaningful the year after. Would anyone buy them .... Itv for example ? Remember every time they dip to 2p to buy you are getting them at the same price as the insiders , excluding the options of course however these exercise at 3p upwards. IMO dyor

[ramas] 07/1/2016 09:17

Disappointing and the flippers could pound cost average this to 1.5p and still make money I suspect .... Not one of my better buys so far doh!

[clocktower] 06/1/2016 15:19

It seems I spoke to soon, having just looked at the trades today it seems that there must have been a sizeable sell today that does not yet show, as since spotting the last buy, I checked on-line and the current buy figure is a fraction below the last transacted buy at 15.08 for 50k.

So it does indeed seem that insides are happy to flip their holdings for a small return.

[clocktower] 05/1/2016 09:08

Agreed ramas but when and if it does (which I believe will) prove successful, the share price will move rapidly. I cannot see much downside either way short term.

[ramas] 05/1/2016 09:00

Looks like buyers can be patient , appears there are still insiders willing to flip their stock for a .25p gain. I think the story is good with TAL but we await proof that management can produce a profit as well as good product

[bottomfisher] 02/1/2016 10:00

Heaven forbid. Someone has finally tipped Ten Alps, a serial underperformer.

Former AIM writer of the year Andrew Hore picked it as one the five AIM stocks he thinks will shine in 2016 for the Interactive Investor website.

[...]

It reads as follows: TV programme producer, publisher and digital communications services provider Ten Alps (TAL) has a good business, but it has been hampered by a weak balance sheet. That has changed following the refinancing during the summer, which also included the acquisition of TV documentaries producer Reef TV. Ten Alps has pro forma net cash and is in a strong position to grow. Serial entrepreneur Luke Johnson, who has an 11.9% stake, joined the board at the time of the refinancing.

Ten Alps has got this far because it had the backing of Herald Investment Trust (HRI), which has consistently provided loans and acquired shares as Ten Alps tried to sort it out. Herald has 34.5% of the company and Artemis Alpha Trust (ATS) has 15.6%. These shareholders will also back Ten Alps in its expansion plans.

Management is seeking to grow the television programme production business organically and through acquisitions. Elsewhere, the strategy is to focus on its most profitable market sectors and expand the digital content and events operations through acquisition.

N+1 Singer forecasts a 2015-16 profit of £1.12 million, rising to £1.83 million the following year. The shares, which have drifted back after a 10-for-one share consolidation, are trading on less than six times prospective 2016-17 earnings. Hopefully, the broker and Ten Alps have been sensible enough to set a realistic and achievable target. The market is obviously unsure at the moment and this provides a buying opportunity.

[ramas] 20/10/2015 12:26

I like the look of recent trades maybe some interest slowly starting to materialise...

[ramas] 05/10/2015 16:00

Still under the radar but looking good, Luke Johnsons involvement is a positive and digital media surely a growth industry, glad to be in here at what could be the start of something big, placees in at tuppence

[clocktower] 23/9/2015 21:12

Not before time ramas. Good luck.

[ramas] 23/9/2015 18:30

Interesting action ... Good news ahoy maybe ?

[ramas] 16/7/2015 09:00

Key words - growth strategy, Luke Johnson. Thanks to CT for calling this co out. Could it be in transformation ?

[ramas] 15/7/2015 10:14

Just gone in big time ... You can see my trade

[singer8] 25/6/2015 10:15

you only opened it it 3 days ago 21trader what the problem ???????????

[singer8] 25/6/2015 10:10

bit quiet here hatey any ideas ??????????????
tops tips are winners again eh

[singer8] 25/6/2015 10:06

WARNING troll alert 21trader 21twitterman hatey
20 years pumping and dumping and trolling
he will never stop
shameless pump and dumper