Riverfort Global Opportu... Share Discussion Threads

[vkx] 24/11/2004 07:48

Results seem pretty good - should see some price movement today (AT LAST!!!!)

[blank frank] 18/11/2004 19:13

Company REFS - Really Essential Financial Statistics November 2004

Telecommunication Services [with comments by B.F.]

27 companies, from Vodafone (market cap. £92.39Bn.) to PNC Telecom (market cap. £0.66M.). 2 ergo is listed as the eleventh smallest by market cap., at £35.8M. (at 124p).

Only 15 of the 27 are shown as having profit margins. Losses in this sector often seem to be expected &/or accepted to some degree.

The sector weighted average prospective price earnings ratio (PER) is 13.6 (market weighted average 13.5). The two highest are 2 ergo with 88.2, and Redstone with 800 (!).

With only 27 constituents, listed telecom investments have a certain scarcity value; the support services sector for example is shown has having 174.

And listed telecom tiddlers are even rarer. 19 of the 27 are shown as having market caps. of about £20M. or more. Of the 8 tiddlers (which are all on AIM), half have no positive prospective PER. Which leaves just 4 where profitability is expected soon (if not achieved already):-

TTG Europe - Market cap. £11.8M.
IDN Telecom - Market cap. £10.3M.
Envesta Telecom - Market cap. £4.82M.
Telephone Maintenance - Market cap. £2.65M. (at 3.5p)

[andy hals] 16/11/2004 14:39

I've bought some more. Not that I like watching paint dry, mind you. I just think the two blokes running this are "the dogs" and they've done it before.

[vkx] 05/11/2004 10:29

Tempted to start a new thread for this share called "I'd rather be watching paint dry"! Still, 2 more weeks and we'll have the excitement of watching the share price go up to 124.5p for a day or 2, before dropping back down to 123.5p for the next month; and so on, and so on, and so on, ...

[ironnick151157] 20/10/2004 08:18

Article in the Sun: re the company.

[vkx] 15/10/2004 12:37

Due to the overwhelming response to my last post(!!) I thought I'd e-mail 2ergo myself. Received the following reply from the man himself:

"Thank you for your email.

2ergo's results will be announced towards the end of November.

I have took the liberty of copying our financial PR people in so that they
will ensure you get copied into the release.

I look forward to being of further service.

Kind Regards
Barry Sharples
Jt. MD
2ergo group plc"

6 weeks to go then...

[vkx] 30/9/2004 09:31

Anyone know which date the results are due? I had it in my head that it was sometime in mid-Oct. I tried looking on Barclays but with no luck and ditto with ADVFN, although I only tend to use ADVFN for the BB's at present. I guess the info's on there somewhere I just don't know where! Any clues from anyone would be much appreciated. Thanks in advance.

[cinds] 21/9/2004 19:46

Results for Aug half out in about 6 weeks min. What makes you think they're due now Andy?

[nitinshori] 20/9/2004 08:53

Pure entertainment. Results out. PE of less than 100 now. Watch the share price. Steady as usual.

[andy hals] 17/9/2004 18:59

Results due soon, I guess on Monday. I would love a trading update, I just don't believe these two have let any grass grow under their feet.

[almantas] 10/9/2004 08:16

²ergo means 'to therefore'; this literal translation reflects our company philosophy: simple, profitable business solutions and services that empower our customers to communicate with their end-users!

...from The World Telemedia Expo exhibition in Prague, 3rd - 5th November 2003.

[andy hals] 09/9/2004 15:54

Buying these at 1.27, results in 10 days... fingers crossed.

[emajor] 07/8/2004 23:04

Anyone know what happened to Zobmob - "The world of cellphone fun"? This was due to be launched to the public in June 2004. The website (www.zobmob.com)says "Coming Soon".

[andy hals] 08/7/2004 10:06

Someone told me to look at this company... not sure why?

[who dares wins] 02/6/2004 10:57

Sub 70p and i will jump aboard - I except that i might miss the boat but thats life....

Good luck Prophet - I shall watch from the shore for now.

One last thing - What the hell does the name 2ergo actually mean??

[ironnick151157] 01/6/2004 21:54

Nice Post Prophet. I'm in since 124p. I feel very confident about this company.

[the prophet] 01/6/2004 17:19

Who Dares Win
-it may be a little unfair of me to take you on for a 'gentleman's wager', as I have been invested in this company from seed status a few years ago to the listed company we now have, multiplying my gains up in a most satisfactory manner. I do know the company reasonably well, in terms of it's business momentum over the last few years and I am aware that 2ergo is certainly not a content aggregator or re-distributor, although I can well understand your scepticism.I am not an expert in their technology, but know enough to know that what they have is not just a 'metoo' product.

-having declared my hand, we will just have to see where the price goes from here, but I am aware that a number of people/parties have a growing interest in the company.

-it is interesting to note that the well-respected Techinvest magazine has picked up on 2ergo and rates them a 'buy', and that,further than this, the fund that they run as investment manager, the CF techinvest Technology Fund, has taken a stake in the company.

-regarding where 2ergo derive their revenues,the Techinvest article explained that 2ergo derive revenues from a variety of sources, such as initial set-up or application development fees, monthly services or transactional fees. I think, for example, the recent alliance with Marconi is based on a revenue sharing arrangement.

-A few interesting examples of the use of 2ergo's technology was also given in the article, detailing some of 2ergo's high profile customers
-for example:

-Hallmark Cards use the Multiserve Platform to allow customers to send e-cards via a variety of formats

-McDonald's use 2ergo to maintain communications with it's workforce

-M&P Direct(Europe's largest distributor of motorcycle spares) has implemented a CRM system accessible as a mobile service

-The Multiserve platform itself can bue used for things like obtaining information from databases using text to speech technology, tracking of goods in transit, delivery of mobile content + all sorts of other 'clever' stuff as well! Think it can even cook your breakfast!

-The point here is 2ergo has a good technology foundation allied with a couple of guys (the joint chief exec's) who have the right experience and are of the right age to really make this thing sing, they are very entrepreneurial, very focussed on delivering sustainable and profitable revenue streams and ,imo, have go the ability and desire to take 2ergo very much further on. There are a number of communication companies on AIM, and, quite honestly, I am not interested in them at all, as most of them have very little to fall back on.There is a danger that 2ergo gets put in the same bag, but that would be a mistake.

-strong news-flow and strong business performance should drive these on, general market conditions not withstanding.

[who dares wins] 01/6/2004 16:43

I see where your optimism is coming from and hope you are right - I am more than a little synical of the "Smoke and Mirrors" that various technology companies play reference these "SUPER" platforms that the profess to having - On closer inspection they are often nothing more than content aggregators / re-distributors in disguise – Many have come and gone.....

The Operators are getting wise to this and starting to do the content aggregation themselves – Such as Orange.

I would love to understand where the revenues are actually coming from at the moment for 2ergo - Is it actually the technology or just content opportunities and manipulation of customer databases.

IMHO the price wont hold – I could be wrong and only time will tell – A gentleman's wager Prophet ??