Vividas Share Discussion Threads

[spike_1] 28/11/2007 12:52

Well if it does nothing else, this willingness to subscribe at 35 for the expansion into Asia should halt the decline in share price

Best wishes - Mike

[tlee05] 22/11/2007 18:25

Heads up small caps sometimes don't go to plan, But I'm expecting a rise tomorrow.. +

[sja123] 13/11/2007 18:54

cheers nmf777.......wil do :-)

[nmf777] 13/11/2007 18:41

sja123

try that email address but with .com instead

[sja123] 13/11/2007 18:10

Off Topic: anyone have Scrutables e-mail? I've had a hard disk crash and lost my login to Lemming.....have tried [e-mail] without any luck so far

[andy] 13/11/2007 08:31

I see someone is paying 35p this morning!

I wonder if it could be the Spanish?

[bachman] 12/11/2007 20:03

additional comment from lemminginvestor

Clearly, the slide in Vividas is overdone, though; illiquid stocks in very poor market conditions tend to have this effect. From the brief communication with CEO Paul Neville, it's also clear he has been bombed with many enquiries, some of which appear nonsensical.

In my brief update on the 7 November that VDS I suggested the company struggled to raise these funds and could only do so at such a discount. Neville told me this was in fact due to market conditions and small continual sellers especially from the original shareholder base in Australia , the price has continued to fall despite the good announcements VDS have made. Therefore the difficult market has really impacted the company and it has been very difficult to raise the money through capital markets. Paul said VDS are still looking for trade investor's longer term.

Investors need to be mindful VDS has actually made significant strategic progress during the last 8 months. Sales have been encouraging and the company has actually met market expectations.

Once the company has got over the fixed costs of being a plc and having significant R&D expenditure, VDS can move forward apace.

VDS have a very encouraging pipeline. ''We have closed around 20% of the deals that we said but the financial impact of these comes through in H2 as we are moving forward with getting content encoded before sites can be launched when we get a PPV revenue share.''

Paul pointed out the ABC trial contract in Australia which has been a success and we expect to move forward commercially. We have also announced commercial trial with Thomson Financial.

''We continue to invest in R&D and have new developments coming out in the next 3 to 6 months. We are still ahead of the game.''

[monty panesar] 11/11/2007 12:24

andyhore.

Downside you would think is placing price at 25p upside is 50p plus if one of the mega-wealthy major shareholders (Chernick or JHG(26% holders- wealthy Spanish who own one of largest private Spanish companies called Globalia) or other party decide company is undervalued.

The decision is yours!!

Monty

[monty panesar] 11/11/2007 11:19

I imagine Aubrey Chernick(Ignition Capital) might have added to his holding with $845m in his back pocket. Will have to wait until after EGM to find out.


. Stephen L. Bing $970 million
43. Lowell J. Milken $970 million
44. Frederick "Ted" Field $950 million
45. Neil Kadisha $900 million
46. Tom Werner $895 million
47. Aubrey Chernick $845 million
48. Guilford Glazer $820 million
49. Michael Eisner $790 million
50. Ming Hsieh $715 million

[monty panesar] 11/11/2007 11:05

They have subject to egm cash for approx 18 months and expexted to break even in Summer next year. The cash raised is actually for business expansion to facilitate contracts won in Adult industry. Have to encode thousands of videos over next 3 months. That is front end cost and then free revenue thereafter once video on website.

[monty panesar] 11/11/2007 09:32

The company having done a placing at such a low level in my opinion could become vunerable to a predator between now and the EGM.

[enewman36] 09/11/2007 16:52

I am guessing those trades after the close are all delayed buys, the reason being one of them was mine.

[lofty] 09/11/2007 16:40

Maybe I am wrong but, I think that a number of punters have been suckered into

these today. Consequently the price has lifted 3.5p. AFTER the bell,

900,000 has been offloaded well below the bid. A bit smelly.

[monty panesar] 07/11/2007 21:45

Did I see a trade of 915000 go through at the close? Is it a buy or a sell. My guess it is a buy. 2.9%

[witten] 07/11/2007 20:30

not a good day.

[melody9999] 07/11/2007 19:09

918 - don't do it Bachman - better to place yr money in some shares making new highs rather than new lows - they just keep on going up rather than down - friendly advice and not ramping - because they will rise in the medium term in any case IMHO - but look at LAM, RPS and DTY.

[bachman] 07/11/2007 18:02

foirgot to add i spoke to elric at lemming. He said Paul has got back to him after the brief update and will update the update later.

[bachman] 07/11/2007 18:00

It had to happen i suppose. The first company i refused a stop on after lemming tip has cost me 40p per share. It looks like i will have no option but to buy more for the bounce:-(

[attilio7] 07/11/2007 14:07

the analyst - 7 Nov'07 - 13:06 - 915 of 916


Thanks for your response, on my watch list.

[chairman2] 07/11/2007 13:20

I feel the company has not made sufficient
attempt to maximise shareholder value and the
timing and pricing of this placing are less than
competent.

There is no compelling case that justifies this
cavlier attitude and I fo one will be voting
against at the EGM.

Clearly with such large institutional backing the
company can and have ignored PI and other investors.
But the degree to which they have allowed the share
price to be walked down and shorted in the pre-announcment
underwriting discussions is pretty disgraceful.
To Call Paul Neville "Naive" would be too kind.
The brokers/backers have stuffed him and stuffed us.

as you say like a turkey for Christmas.

[the analyst] 07/11/2007 13:06

LOL, 'gallows humour' - probably right on that one!

Depends whether you think they will be able to significantly increase revenue from streaming.

Perhaps it's worth following the sites where deals have been announced and looking to see if there appears to be a real take-up in their use (i.e. by following the traffic for the sites?). It should be possible to get an idea of whether they are becoming successful before anything is announced to the market.

I'm wouldn't be buying, though...