Abertis Infrae. Share Discussion Threads

[nockybalboa] 08/4/2006 08:30

Those boys over at www.fairshare.biz seem to be in the know as usual

[williemanjaro] 16/3/2005 10:40

damanko good luck, but this looks pretty expensive dont you think?

Sales of 2.2mln -growing at 29%.........and mkt cap of £31ml!

Unless growth is suddenly going to go through the roof-the best I can say is "HELLO"!

[beorn in the usa] 16/3/2005 10:35

cfb2 - its about 10:35.

Cheers

[cfb2] 16/3/2005 10:33

ChillOut2: Sorry, I specifically asked them for a copy to be emailed to me but was told that there is no "soft" copy of the prospectus (44 pages long). You need to contact Smithfield Financial and ask them to send you a copy.

chester: The ticker is ANTP.

cfol3: Thanks for clearing that up :) Makes you wonder how much people bother to read what you say....

CFB

[cfol3] 16/3/2005 08:34

jedi - what are you talking about?

This is my first post on here - the above is Mr CFB2 esq.

[chester] 16/3/2005 08:18

Whats the correct ticker ? Is it ANT ?

[chillout2] 16/3/2005 06:52

CFB - You raise some valid points. I am also looking at this company and I'd appreciate it if you could email a copy of the ANT prospectus to me at [e-mail]

I'd better have a good read before I take the plunge (if at all).

Many thanks,
ChillOut

[jedi trader] 16/3/2005 01:40

cheers Cfol, remember me for cyc wont u, will likely c u there also, in a mutual way, will also see u on correct epic tommorow.

[cfb2] 15/3/2005 20:42

damanko: I'm currently reading through their prospectus and trying to work out whether to invest.From initial reading there are some things that worry me...All directors have lock in agreements, but David Fell (CTO) doesn't - although 300K of options.Tony Caplin (Non-exec chairman) is obviously the VC stooge, with a vast string of companies that have collapsed in his wake, seems to be overly rewarded with £45K renum and lots of share options. Currently director of 19 other companies - even in his position this is excessive.Simon Woodward (CEO) on 170K seems high for company with 40 ppl that's losing ~£1m a year. I'm not one of those people that thinks that you shouldn't reward performance with equivalent pay, but I like to see a low salary and plenty of shares for that incentive.Enough on emoluments, onto competition...From the browser market they've got some pretty stiff competition with Microsoft, Mozilla and Opera. Although producing a browser that is suited to a STB is no trivial task which their competitors don't currently do (although Opera is probably the closest). However, given their software architecture they would find it more difficult to embed technologies like ActiveX into STBs if their licensees wanted to tread that path.Fresco is obviously portable, but with that flexibility comes the difficulty of implementing specific platform features.ANT's sources of incoming are royalties, fees and professional service income.Access fees are derived from license sales of their browser software. Royalty income is received in respect of every unit that the group's customers ship containing their browser. They give the example that royalty is calculated as fixed price per unit with stepped changes dependent of volume of sales.I see the problem with their source of income in the fact that ANT are sandwiched between the customer, who wants to pay as little as possible for their STB, and the service provider, who is trying to squeeze every last penny. Historical financial Information200220032004Turnover1,3751,7192,217Gross profit1,2501,5961,812Admin costs(2,967)(2,296)(2,679)Operating loss(1,717)(700)(867)Retained loss(1,664)(1,020)(845)The admin costs are almost entirely staff.With the placing price of 126p the market cap is £30.6mThe placing will raise £10.2m of which £1m will be used for working capital and £9.2m used to strengthen their balance sheet.Personally I've no doubt that IPTV will at some point become a lucrative revenue stream (Independent research suggests market is 2m in 2004 and projected 26m in 2008). The question is whether ANT will be part of it. I'm still undecided.CFB

[damanko] 14/3/2005 21:50

Software provider to list on Aim
By Maija Pesola
Published: March 14 2005 02:00 | Last updated: March 14 2005 02:00

Ant, which provides software for the emerging internet protocol television (IPTV) market, is to begin trading on Aim this week, following a placing of shares that raised £11.2m and valued the company at £30.6m.

Broadband internet is emerging as a new way to deliver television to households. A number of telecoms companies - including France Telecom, Chunghwa Telecom in Taiwan and Japan's Softbank - are rolling out television services over their telephone lines as they look for ways to supplement shrinking revenues from voice calls.



The rest of this article is for FT.com subscribers only

[alchemy] 22/4/2004 07:24

Interested in three month and six month views and predictions!

Read on


Cubittt built the houses around Sloane Square to the east on a swamp. We met there in the Antelope - one of us hot from the BPRG AGM. He had coffee.

The cooler guy ..well the one with the cooler drink was well know on the TRK board.

And me I had the bitter no John Smith or suitable Yorkshire brew was available.

The markets are playful right now eroding our rightful profits of 10 per cent per day and the conversation after an in-depth on what IvT could do to Diesels turned to

Which three stocks will do best by July 31st? and which by November 30th?


Coffeee said

AFD,EDE,BPRG
BPRG,CDN,EDE

Cool said

BPRG CFM, NXT
PRM TRK BPRG

I said
PDX BPRG Silver
PDX VTI BPRG


So what indeed ..well we were sober and we all agreed there is not thread where it was truly acceptable to look ahead on more than the one stock so we thought we'd give it a bash.

If I am lucky "cool" will take it from here..

[maywillow] 16/4/2004 19:42

ANT browser to be used by Alcatel


By Colin Holland

EE Times
16 April 2004 (5:40 p.m. GMT)


Cambridge, UK — Alcatel has licensed the ANT Fresco browser for integration into the Alcatel 5950 Open Media Platform (OMP), the customer-facing component of the Open Media Suite.

The technology will enable Alcatel to provide offer a pre-integrated set-top-box (STB) client to the TV-over-IP market.

Alcatel's 5950 Open Media Platform is designed to enable telecommunication service providers to offer compelling broadband services to residential-TV users.

ANT Fresco is an embedded browser specifically developed for the user interface and content- rendering requirements of set-top-boxes, TVs, personal video recorders (PVRs) and other consumer electronics devices.

The Alcatel 5950 Open Media Platform is a middleware platform that enables broadband service providers to create, deliver and manage a full range of multimedia entertainment services.

[grupo guitarlumber] 16/4/2004 13:30

Alcatel licenses UK browser for Internet TV box

News team

UK firm ANT has seen Alcatel license its Internet browser technology to enable the French firm to add TV-over-IP capabilities to its open media digital TV set-top box platform.

The intention is to provide an integrated set-top box and TV platform to support the wider roll out of broadband services to residential users.

According to Stephen Reeder, executive director of sales and marketing for ANT: “This browser technology gives service operators complete control over the presentation and user interface control elements of their service.”

Cambridge-based ANT’s browser, which known as Fresco, is an embedded browser specifically developed for the user interface and content- rendering requirements of set-top boxes and TVs.

[sbagnol] 26/10/2001 16:04

brockers sold short, who was buying , why ,atn , long may she live and all who purchase shairs in her ?

[initrader] 19/1/2001 14:40

Good solid stock and one to watch by the looks of things ........trading is strong ...............cant really see a bad side to this one .ill be sleeping at ease and anticipation for mondays north ward journey.

Initrader