Vividas Share Discussion Threads

[attilio7] 07/11/2007 12:50

Gallows humour ; ) if this goes to 20p worth a punt?

[powwow] 07/11/2007 10:06

No I like chicken actually !

[treborbob] 07/11/2007 08:54

Buy this, if you fancy a turkey for Christmas!

[powwow] 07/11/2007 08:51

well there you have it.. Its a shame its gone back so low as I think quite a lot of people lost money, but then again it was hyped and has had a good run.... still it will help them out as it does with many companies on aim looking for funding and raise the prospect on them moving forward. I'll wait for it to settle down and may dip my toes in again at 20p.


powwow - 30 Oct'07 - 11:52 - 903 of 909 edit

I take this is being shorted back to 20p... why I thought they were doing ok, I guess a good buying opportunity will come soon enough

[nmf777] 07/11/2007 07:54

someuwin, I don't doubt the share price will take a hit today but I don't think the dilutive effect is quite as drastic as you suggest. numerically speaking 10m@25p + 32m@37p gives an average of a little over 34p.

[the analyst] 07/11/2007 07:46

They probably have about a year of funding to get things going. Better to be out and watching, imo

[someuwin] 07/11/2007 07:31

Placing of 10.0 million Shares at 25 pence per share!

...Currently there are 32 million shares at 37p.

Not only is this placing at a 33% discount to current price, but it will dillute existing shares by 30% as well.

Ouch!!

[the analyst] 07/11/2007 07:24

A huge amount to read in the results, will probably take a while to come to a conclusion as to how good the company's prospects are now.

Certainly the slow down in revenue growth is a bit of a shocker. Year on year, the H2 comparison looks good at about 40% growth. However, compared to H1 07, we can see it has not grown at all (£526k vs £528k). I don't think there are any big seasonal issue for the business model to cause this slow down. Had been expecting the streaming product to generate well over £600k in H2. In fact, had been hoping it would be over £800k!

I don't think the company have much time before competitor products catch up in quality, so time is really crucial.

Very poor, imo.

Revenue generated from sales of Vividas streaming products:
H1 04/5 - £9k
H2 04/5 - £91k
H1 05/6 - £293k
H2 05/6 - £381k
H1 06/7 - £528k
H2 06/07 - £526k

[the analyst] 07/11/2007 07:08

Not particularly unexpected news. Just a shame it's a t such a big discount. At least they will have the capital to continue to trade, so holders still have something to cling on to.


"Vividas Group plc

('Vividas' or 'the Company')

Proposed Placing of 10.0 million Placing Shares at 25 pence per share

The board announces that Vividas has agreed terms for a placing of 10.0 million
new ordinary shares in order to raise #2.5 million (before expenses) at a
placing price of 25 pence per new ordinary share. In a separate statement issued
today, the Company has also announced its preliminary results for the year ended
30 June 2007."

[legallf] 30/10/2007 14:17

Any chance of a turnaround here??... Looks like there is no stopping to the descent to hell!

[powwow] 30/10/2007 11:52

I take this is being shorted back to 20p... why I thought they were doing ok, I guess a good buying opportunity will come soon enough

[the analyst] 25/10/2007 23:45

Broadcasters losing revenue due to technical issues
Written on October 25, 2007 by admin

New research from Vividas today reveals that issues including complicated set up, slow to download files and crashing content are costing broadcasters up to £50,000 a year.

These technical issues are cited as a major barrier to consumer take-up of watching video online.

The research also shows that poor picture quality and incomplete downloads cost a quarter of broadcasters up to £10,000 in customer refunds and the resolving of IT issues. Playing a full-sized, downloaded file on an average home computer can often crash the system, requiring re-starts and the re-loading of content from scratch. Delivery issues can only rise as consumers continue to scour the net for video.

Andrew Wilding, European CEO at Vividas said: "We were surprised at quite how much revenue is lost through technology issues for online video. Unless broadcasters improve their technology soon this cost will only increase as consumer demand rises.

Via broadcastbuyer

[the analyst] 23/10/2007 08:32

Anyway, getting back to Vividas - I wonder when we can expect to see the results?

Too much delay in announcing does not look good, so I hope we hear something soon. Perhaps they are going to wait for one of the many deals they talked about recently to go live and finally start bringing in some revenue?

[the analyst] 23/10/2007 00:09

Crikey, scrute, what were you guys on when you wrote that article? Did that really go out to your clients? It's extraordinary in it's content! I found it very difficult to make out what exactly the article was trying to say, but it was great fun to read - I loved the bits boasting about past price rises in BRIGHT RED - excellent stuff!

[the analyst] 22/10/2007 20:21

Always thought SOLA was a pretty good company, with good prospects. That said, I also thought they were over-hyped and over-valued at the beginning of the year, but I wouldn't have shorted them. Mind you, I don't short shares at all, so that could be a factor!

[thinktank] 22/10/2007 19:37

Most of the content of that piece was harping on about the share price and how it had previously moved, gloating and boasting.

Did you do an equally long and tedious article about the share price drop from 600p to 200p including in depth discussion on the percentages, where it stands on the leader board etc. for balance?

I suspect not.

hmmm....

LOL,

[thinktank] 22/10/2007 19:36

Bragging? Me?

This bragging essay about the Sola share price says it all:



Pot. Kettle. Black.

At 596p in January they were much over-hyped. I made good money and moved on, thank you.

[nmf777] 18/10/2007 07:55

seems to me that Vividas is all about how much progress they can make before being taken out. Can't see them going more than another year before that happens, maybe not even 6months

[the analyst] 18/10/2007 07:51

As with other deals over the past year, it's unlikely that we will see any real revenue produced from it for quite some time, but nevertheless, it's great to see them signing up to trial the technology.

[spike_1] 17/10/2007 12:30

rob: your missing the point perhaps.

Adult market is HUGE, and VDS still building library backlog for clients prior to going on stream end of this year, that IS where the 'movie' money is.

Current selection of films will almost always be relatively small scale individually, otherwise the films would have got a cinema distribution deal. The only real exception that I know is 'The Secret' which has been - and is - successful.

However there are plenty more strings to VDS's bow, for instance live sport streaming which is only just begining to take off.

Best wishes - Mike

[spike_1] 17/10/2007 10:46

Re; Hoodless and a placing. City leaks like a sieve, so if a discounted placing was in the offing the price would be going down not up.

The real bucks start coming in from end of 07 when the adult market comes on stream (sorry for the pun).

Income from that source is predictable (known client base), and in my view enough to make us profitable.

Best wishes - Mike

[the analyst] 16/10/2007 15:01

Quite often, appointing Hoodless precedes a share placing - they specialise in flogging shares to their clients.

Wonder if that will be the case here?