||EPS - Basic
||Market Cap (m)
Real-Time news about Vividas (London Stock Exchange): 0 recent articles
|chairman2: Delta girl
that doesnt explain or exonerate the mazing raping of this share price|
|the analyst: nice find, a bit like the old dot com days again with talk of possible announcements and 5-10-fold increases in share price within a week of good news being announced!
My favorite thing about FBT is Stephen Streater, great interview to watch
Talking of ex Eidos directors, dotcoms etc, I've been investing in Bright Things (BGT). Social media and all that type of thing.
Went to the BGT AGM last week and it's the first one I've been to for a long time where everyone appeared to be genuinely relaxed, happy and optimistic about things. The had some of the techies there at the AGM, which was good to see - they are obviously all really enjoying working on their new venture.
Nice to have at least one speculative 'fun' share in the portfolio...|
|thinktank: 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.
|thinktank: 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.|
|saffa100: Excellent News
I am new to Vividas so will checkout Elric's offer
With Handmade Films suspended, I wonder how this news will affect their share price after they release their year end results?
Interesting times ahead
Should be a great Vividas Day|
|the analyst: Been watching on2 too marlin, but mainly for the contract news rather than the share price (which has risen to a similar extent to vds since recent lows) - video shares would seem to be 'hot' at the moment.
One thing about holding on2 compared to vds (if they both continue rising in a similar fashion) is that long-term holders pay 40% tax on profits on on2, rather than the 10% for an AIM company such as VDS after holding two years. Of course, need to make profit, or it's meaningless...|
|littleredrooster: "Lemming published 4pp on 1 Feb - possibly before any peer organisation"
I was trying to understand what part, if any, the Lemming recommendation could have played in the recent rise in the VDS share price. The rise began a few days before 1 February and continued through that date. So the jury must still be out on whether the recommendation, or news of the forthcoming recommendation, played any part. A slightly suspicious coincidence at the very least. Maybe news had leaked of the contracts mentioned in the 7 February trading update.|
|the analyst: Well, another day of rising share price. Approaching an all-time high at a time when most shares are falling.
I'm not surprised by the share price rise, just the timing - I was hoping to reach this level in about 12-18 months time!
Now quite close to the results and I wonder if the results will see the price move back down or whether the buying will continue? My guess is that unless there is an announcement around that time, then there will be some sort drop. However, it may be that this buying is people in the know about some sort of big development in the pipeline...
All good fun to watch!|
|scrutable: I can hardly believe that spike-1 and I visited the same company at Videoforum 2007.
For four months I had been incubating this just-commercialising company on my watch list as a tantalising but unconvincing prospective Buy. Putting the purchase of shares on 'HOLD' seemed at first justified as the share price fell continuously at increasing speed throughout the Autumn to hit a low at end Dec. Looking thoroughly oversold, I then began to assemble an inaugural article which has now been published
On 31 Jan it was announced that Aubrey Chernik's Ignition capital had taken a 6.47% stake (2,077,300 shares). The price went into steep recovery climbing 75% in 5 days . I was intrigued enough to look more deeply into the company and judged that events were starting to move rapidly.
So I went to Videoforum and spent half the afternoon watching the action and talking to an account manager when he was not busy.
I returned convinced that they had three unique global products with a two year barrier to entry and will unleash more to maintain the lead they have built up. Furthermore there is an unending list of markets and applications to develop.
As an example the furore over the US tapes released re the 'friendly fire' incident in Iraq was stoked up by the SUN newspaper who published the URL on their front cover and thus made the tapes available on the web to any reader. There will clearly be much more of this, changing the face of journalism
However despite high technology (they are completely alone in their achievement) and highly intelligent account managers, they have not been brilliant at describing themselves in terms of USPs. Their tiny stand was dressed like Cinderella, and failed to shout its unique contents to strangers walking by.
It is very relevant that brokers believe that the wave of buying last week which propelled the share price upwards by 164% in five days was triggered by techies admiring the achievement and in awe of the marketing consequences. This is certainly disruptive technology.
For example a film producer will exploit a new film in stages to maximise the yield and return. First on circuit in the US, several months later in the UK, then in other countries, at some point to broadcasters, lastly ON CDs etc.
A pirate company has been copying these films after the US launch - in flagrant breach of the law and reducing the value in the onward market. Since the Vividas product cannot be copied there is scope for an additional division to offer consultancy and other services as " Digital Rights management". This it seems is a product about too go live.
They already have cash coming in for Vividas HD film screening from CD, and the bureau service which goes with it, transforming and encoding discs for clients to distribute ciontent via the internet. Then they have the live broadcasting capability enabling anyone anywhere at any time accessing the HD full screen material via the web with only a 30 second processing/downloading delay.
MY guess us that this is set to become a global company in time, worth billions. The same idea was laughable once for companies called Google, E-Bay,YouTube, but it did not take long for the massive multiplier which is the Internet to make billionaires for a few and to bring broad smiles and millions to tens of thousands of PIs..,
More tomrrow on http://www.lemminginvestor.com|
There are some companies which ,particularly in their very early stages defy valuation in a conventional way and I believe Vividas is one of these which is why I did not try to do any fundamental analysis .
My own experience in this respect and I acknowledge it may be different from yours ,is that when I try to apply conventional valuation principles to a company like Vividas I almost always choose not to invest and I used to regularly regret that.
What I now do is put my share purchase into boxes ie ones which can and should be valued on a fundamental basis with some TA to help with buying and selling levels go into one category and those which for a variety of reasons can't be valued this way I try to analysis using what I call MFA ie market feedback analysis.
MFA is as you will guess my name for analysising trends in markets but not stock markets ,rather technology markets , retail markets , youth markets etc ( usually in combination ) and testing the companies products and or services against that benchmark .
To some ie the mathematicians the dyed in the wool fundamentalists ,the Benjamin Graham disciples etc this type of approach would fill them with horror but it works for me and as I often say with regard to investment techniques do you want to be right or do you want to make money - no one knows quite why asprin works but it does and the fact that the medical scientists haven't quite pinned it down in scientific or mathematical terms doesn't bother me - I take it.
Others clearly share my view to some extent in that Vividas came from a very good stable ie Sigma (SGM) and if you want to have a look at their background and where their expertise lies click on http://www.sigmatech.co.uk/portfolio.htm which will take you to their site with a link to their portfolio - they are in my view good people who go about their job in a low key professional way and have nurtured some very nice companies .
The fact that they managed to place shares also suggests that the institutions involved will have done the part you are more concerned about ie the "due diligence" - I lsted the main shareholders in a previous post -if you don't know much about New Star's pedigree then click here http://www.newstaram.com
In a nutshell I have looked at the techology vis a vis the market place and I believe the prospects are very significant which is why I have invested . The revenue steam is impossible to quantify because clearly it can alter radically on the back of one major client order eg if other majors in the cinema world see how UIP have successfully used the technology to get the trailer showcased to a massive audience - remember it will be a banner advert on the likes of Yahoo and MSN then the revenue could explode in a very short period of time . That might not happen and I accept that but I believe the risk of failure is factored into the placing price - if not then they shouldn't be investment professionals
As far as I can see there has been little or no hype about Vividas (as witnessed by the fact that there wasn't even a BB thread) so I don't believe its a case of buying into a company whose share price has got carried way beyond reasonable expectations as often happens once a succession of write ups happens - personally I have seen none on VDS at all but maybe I have missed something . The over inflation of the VDS share price will probably happen at some stage because I do think the Vividas technology is the type of story the tabloids financials and the tip sheets like but I will reassess the situation when/if that happens.
As usual DYOR|
Vividas share price data is direct from the London Stock Exchange