Riverfort Global Opportu... Share Discussion Threads

[the prophet] 01/6/2004 13:15

-Who Dares Wins
-understandable comments re Monster Mob
-the difference here with 2ergo is that as far as I can see, Monster Mob are just suppling a commodity, whereas 2ergo has a proprietary technology, the Multiserve Platform, which enables companies and their customers to interact using a variety of protocols, such as mobile internet, SMS, MMS, web and voice.
-The company also has a number of major initiative on the go, such as the recently announced collaboration with Marconi. 2ergo are more a supplier of services to companies such as Monster Mob, rather than a direct competitor.

-The difference can also be seen in the business momentum of the two companies, Monster Mob are not hitting their targets and have recently given a profits warning. By comparison, in 2ergo's recent interim results, they were beating expecations and the forward looking statements were very strong.

[who dares wins] 01/6/2004 12:15

Don't want to be the doom merchant but don't you think that this stock will go the same way as other recent floats in a similar space - namely Monster Mob.

Like Monster they have made big revenues from SMS marketing etc. but now that space is really commoditised, highly competitive and further restricted with Opt-in regulation.

IMHO i would see a correction on price to sub 70p.

Time will tell - Watching with interest?

[the prophet] 27/5/2004 14:56

czar
-will have a look at TLU
-re XKO, we know the results will meet forecast, I do feel we are now v.close to a re-rating!
-got a feeling (but not checked!) that XKO have outperformed the techmark over the last few mnoths...but we need that move through £1!

-2ergo are a bright company, in a strong growth phase, with proprietary technology
-Techinvest were going to look further at them, so there may or may not be something on that front soon.

EDIT
czar
-is teleunit a recently unit listed co?
-can't find anything on it....got any links and/or what are the broker's forecasting for TLU?

TP

[czar] 27/5/2004 14:42

Prophet, only just picked up on this company, thanks for your info. I just bought my second slice of Teleunit(TLU) today which looks outstanding if the brokers forcasts are anything like right, would appreciate your comments if you have time to take a look. Still waiting patiently for XKO to come good.

[the prophet] 19/5/2004 09:30

-strong growth evident from the interim results, but this is only the start!



RNS Number:8293Y
2 ergo Group plc
19 May 2004


19 May 2004

2ergo Group plc
("2ergo" or the "Group")

Maiden Interim Results for the six months ending 29 February 2004

2ergo, which facilitates communication and interaction between companies and
their staff or customers using mobile Internet, SMS, MMS, web and voice
applications, is pleased to announce interim results for the six months ended 29
February 2004.

Interim 2004 Interim 2003 % change

Turnover #4,452,000 #1,568,000 +183
EBITDA #419,000 #163,000 +157
Operating profit #219,000 #80,000 +174
Pre-tax profit #212,000 #73,000 +190
Basic earnings per share 0.6p 0.3p +100

* Admission to AIM on 11 March 2004

* Sales pipeline continuing to build

* Launch of services in the US

- Worldwide partnership agreement signed with Marconi
- Supply agreement signed with TCC Teleplex, a US telecoms network
- Launch of Zobmob in June 2004

* Strengthening of product portfolio into premium rate Voice and SMS

Neale Graham, Joint Managing Director of 2ergo, commented: "These results show
the significant progress the Group has made over the last year, culminating in
its successful flotation. With the continued dedication of our staff and the
flair and vision continually demonstrated by the whole team, the Group will
continue to lead the market in the provision of bespoke communications solutions
for our clients.

"We have an impressive portfolio of services designed to enable our clients to
communicate with their employees and customers across all major communication
platforms including voice, mobile Internet, web, SMS and MMS. Our client base is
extremely high quality and includes household names in a broad range of sectors,
together with the leading mobile and fixed line network operators throughout the
world."

-ends-

[neiljones] 15/5/2004 21:52

Took a line at the placing. This is a "stealth" stock, no financial PR and not a peep from the Nomad. Sharples and Graham are very good though, I was most impressed.

[kiwimonk] 08/5/2004 17:57

i think it comes down to management in the end, looks like they're delivering here, but 2004 is a whole new ballgame in terms of Telco spending, the taps have been turned on again whereas they were shut off up-until recently.
2ergo 2ergo, i still cant work out what the hell that means
will check back in a month when I have funds spare and decide to stick it in this or another Tec(teon)comp!

[the prophet] 08/5/2004 17:11

KiwiMonk
-agree the name wouldn't be my first choice!
-but best thing is to concentrate on the underlying picture
-never knew too much about Overnetdata, other than they seemed to promise a lot but never delivered and where never profitable, lots of cash burn, and din't seem to have much in the way of technology.

-totally different story here, imo

-company is profitable, and forecast to be increasingly so over the next few years
-revenues (unlike overnet data) are substantial, and growing rapidly
-they own a proprietary technology, the Multiserve Platform, that enables them to do all sorts of wonderful things
-they have deals and alliances with a host of blue chip companies.

-agree, that this area has a lot of potential, and I feel 2ergo are ideally situated to exploit that to the full.

[kiwimonk] 08/5/2004 15:47

can't see a whole lot of difference between this and what OvernetData were doing once,has potential this area. hate the name though!

[the prophet] 05/5/2004 09:38

here's a nice link with a reasonable overview of the company



pasted it below for those too lazy to click on the link!
shares still very close to the listing price, but perhaps not for too much longer!



Company Overview Details

2ergo is an international communications company offering its customers a variety of mobile internet, Short Message Service (SMS), Multimedia Messaging (MMS), WAP, web and voice communication solutions and services.

2ergo provides organisations with simple, profitable business solutions and services that involve service management, distribution and billing for all forms of data, content, applications and databases.

We work in partnership with media companies, system integrators, and solution providers to enable them to offer the widest range of SMS, MMS, LBS, WAP, web and voice applications to their clients. With over 5 years experience in the mobile market place 2ergo are committed to provide highest quality of service to our customers and partners.

²ergo's industry knowledge and specialisation, combined with its international experience and dynamic portfolio of solutions and services makes it the ideal business partner for those organisations that are seeking an effective, interactive, communications solution or service. ²ergo's entire approach is focused towards working with its customers to provide them with an appropriate resolution to their specific business requirements, enabling them to focus valuable time and resources towards their core business activities.


Product and Services Details

SMS / MMS
Low cost global communication enabling the delivery of simple text messages, graphical images (bitmaps), ring tones, multi media messages and data.

Two Way SMS (Reverse Billing)
Interactive two way SMS offering clients the ability to charge their customers for digital content, information and products upon receipt of the requested information.

High Capacity Inbound
A low cost proposition offering clients the ability to establish a cost effective inbound data collection service, particularly useful for "Participation Media" such as text voting.

Location Based Services
Active and passive based services for tracking of goods and personnel.

Voice Services
Cost effective inbound and outbound voice solutions enabling clients to vocalise traditional text based offerings. Examples involve voice broadcast, inbound voice and interactive voice response applications.

Portal and Application Development
A dedicated development team specialises in the design and deployment of client applications.

Content Provision
Ring tones, logos, games, racing tips, horoscopes, Christmas cards and other content.

Billing
The monetisation of all content, applications and associated services.

Reporting
Real time reports for all services via 2ergo's web based customer interface.

[the prophet] 04/5/2004 15:40

-bit of interest in these today, following on from the 'techinvest possibly soon to be tip' tip!
-interim results shouldn't be too far away, they are expected to show revenue increasing rapidly, be interesting to see if their is further news on how their expansion into the US is going

[the prophet] 04/5/2004 08:10

-positive mention in Techinvest over the week-end
-they haven't rated them a buy....yet....but plan to look at them in further detail with a view to making a buy recommendation.

-I am expecting further strong news-flow on these over the next few months, and feel retail investor interest in these will increase, as publications like Techinvest realise that 2ergo is an exciting growth story,a company rapidly increasing turn-over, profitable, own platform technology and in the right sector at the right time.

[brianplais] 27/4/2004 17:04

Just joined in on this one, for only a few thousand shares, but the wife will acquire some tomorrow.

[the prophet] 26/4/2004 10:37

-have learnt a little bit more about the Marconi deal
-think this is a very significant deal for 2ergo and these have really gone unoticed so far....apart from the institutions who over-subscribed at the placing. That is about to change as 2ergo look set to enter a period of strong and sustained news-flow backed by increasing revenues and profitability.

-Will be interesting to see what the brokers forecast for the financial year starting 1st September 2004, my understanding is we should be looking at very significant increases in revenue and profitability compared to this year....and this year will be several fold up on last year. ie, This is a high growth company, dealing with blue chip names and filling a real gap and need in the market with their Multiserve Platform technology.

-But, back to that deal, 2ergo will be dealing direct with telecomms companies around the world. Marconi will supply the web phones/kiosks to as third party, who will enter into a deal with 2ergo who will supply software and services. In addition, 2ergo will receive on-going share of the revenues from these installations, and all th etext and multi-media transactions will be routed through 2ergo's servers, giving another source of revenue.

-as the RNS states, Marconi and 2ergo have been working on this for some two years with the emphasis on making the service as attractive to the consumer as possible, and the intention is to roll this out world-wide in some quuantity.

[the prophet] 26/4/2004 09:56

check the link out! This is the Marconi Kiosk/Webphone where Marconi will be using
2 ergo's software and servers.

Liked these bits in the RNS:

'Marconi will utilise many facets of 2ergo's unique Multiserve Platform to
provide solutions that will deliver a new suite of services to consumers around
the world....'

and

'2ergo and Marconi have been working together in testing the services and
consumer acceptance over the past two years. The new agreement will allow the
new services to be rolled out commercially to Marconi's established terminal
base, making them available to network operators world wide.'

[oliverleftwingtit] 25/3/2004 00:19

Well up we go guys.

regards oliver.

[oliverleftwingtit] 24/3/2004 01:35

Nice one The Prohpet, hope you dont mind me using your last paragraph on these sites. Cheers in advance,

regards oliver.

[the prophet] 22/3/2004 09:56

-Oliver
-seen your pieces on an ADVFN competitor and Share Crazy, nice work and I see there is some interest on those boards
-I don't tend to post on too many boards....mainly ADVFN, but if I feel I have a particulary 'juicy' post I will try my best to spread it around!

-this company is a real winner, I have absolutely no doubt at all about that
-as I mentioned in the thread header, I've been invested in this one for some time, and the revenue and profit growth the lads have produced has been fairly phenomenal
-great thing is there is bags more to come from 2ergo

-the institutional placing went very well, I hear that other institutions and well known large investors are also interested in getting a slice of this. At a very modest premium to the placing price, there's quite a few astute investors want to get on this one before the crowd pick up on it.

-the prospectus mentioned a number of customers, amongst them Marconi. I understand that this could be a significant contract for 2ergo, I'm sure once the dust settles from the listing we will get some up-dates and news-flow from 2ergo, wouldn't surprise me if Marconi featured in those.

[oliverleftwingtit] 20/3/2004 01:35

Count me in the Prophet. Ive given this one a big piece on both Money am and Sharecrazy today. Was given the nod by one of the countrys top tipsters.

Please join me on those boards and add to the information supply. I feel we have a real winner.

cheers oliver.