Aferian Share Discussion Threads

[masurenguy] 30/9/2021 06:30

Good contract win, although no financial value has been disclosed.

New OTT service dedicated to French cinema selects 24i as a one-stop-shop software solution

Amsterdam, Netherlands, 30 September 2021- 24i , the video streaming expert, has been selected to provide its end-to-end streaming platform to Cinessance , the first globally-accessible video on demand platform dedicated to French cinema. Cinessance is the first video on demand platform of French cinema, accessible anywhere in the world. The service will feature French films across a wide range of genres, with consumers able to choose between renting individual titles and taking out a monthly subscription plan. It plans to launch its service in the US and Canada later this year with a library of hundreds of classic and modern movies which will be available on web browsers, Android and iOS, with support for casting via Chromecast and AirPlay.

24i will supply its Smart Video backend, Smart Apps front-end applications and Backstage content and application management interface, together with CDN services. This fully cloud-based solution covers all elements of the Cinessance end-to-end workflow from content ingest and management to the applications on multiple devices. Cinessance will target the hundreds of million French speakers worldwide and Francophiles who are interested in French culture and will benefit from the English subtitles on offer at launch. The company plans to expand to add further devices, additional international markets and a catalogue of up to 500 titles in 2022.

[masurenguy] 21/9/2021 15:25

Latest investor presentation by Donald McGarva, Group CEO and Mark Carlisle, Group CFO.

[goldry] 20/9/2021 18:10

We'll I'd missed the dividend declaration and it was paid into my iWeb account today. 18 days after payment date! If I'd known I'd have complained...

[richjp] 05/8/2021 17:04

I had a good run with this share a few years ago then sold out.

I have been back in for some months now, primarily because Kestrel have a holding. Kestrel seem to me overall to have a good record and I have done OK elsewhere by following them.

The results are fine but this just does not seem to be a high profile share. For me it's one to hang on to for a couple of years.

[masurenguy] 05/8/2021 12:55

Topped up with a few more @149.7p

Major Shareholders as at 1 August 2021

Kestrel Partners: 18,608,937: 22.4%
Premier Miton Investors: 14,470,307: 17.4%
Investec Wealth & Investment: 8,364,429: 10.0%
Chelverton Asset Management: 4,850,000: 5.8%
Close Brothers Asset Management: 4,839,023: 5.8%
24i Media PF: 3,197,180: 3.9%
BGF: 2,907,897: 3.5%
Ari Charles Zaphiriou-Zarifi: 2,470,713: 3.0%

Sub Total: 59,708,728: 71.9%

[simon gordon] 05/8/2021 10:56

One issue for AFRN is that none of their acquisitions has ever really fired dramatic growth. I woke up to how lackluster 24i had been at the Prelims earlier this year and sold out after it re-rated.

In H1 'software and services revenue' was up $0.2m, $9.9m from $9.7m.

The $250m story is enticing but growth of only 2.1% is not setting the world on fire.

[masurenguy] 05/8/2021 07:31

McGava states that they are "feeling pretty confident about the second half of the year"

[sev22] 05/8/2021 07:21

Aferian plc deliver “a real good set of numbers” (Interview).

[sev22] 04/8/2021 15:24

AFERIAN PLC presentation - Interim results for the six months ended 31st May 2021 on YouTube from earlier today.

[masurenguy] 03/8/2021 07:00

Current trading and outlook

Overall, the Group has traded well during the first half with revenue and recurring revenue up and continued improvement in earnings quality and visibility. In short, we have more visibility today than ever before as evidenced by further growth in ARR. Having commenced our targeted M&A programme to capitalise on the convergence of streaming, the integration of Nordija is underway and on track. We enter the second half in a solid position and continue to strengthen our pipeline of potential M&A opportunities as we seek to continue to deliver against our 2025 strategy. The Board remains confident in the Group's ability to meet current full year expectations and in the Group's future prospects as it executes it strategy and vision to make it easy for people to connect to the TV and video they love.
Donald McGarva, Chief Executive Officer

[slim9] 03/8/2021 06:38

Financial summary


$m unless otherwise stated H1 2021 H1 2020 Change
----------------------------------- ------- ------- ------
Revenue 45.3 38.0 19%
Exit Annual Recurring Revenue
("ARR") (1) 13.8 10.1 37%
Adjusted gross profit (2) 20.6 19.0 8%
Adjusted EBITDA(3) 8.3 7.1 17%
Adjusted operating profit (4) 5.1 4.2 21%
Adjusted profit before tax (4) 4.7 3.9 21%
Adjusted basic earnings per share
(US cents)(4) 5.05c 4.88c 3%
------------------------------------ ------- ------- ------
Statutory gross profit 20.6 19.2 7%
Statutory operating profit 1.9 0.7 171%
Statutory profit before tax 1.5 0.5 200%
Statutory basic earnings per share
(US cents) 1.16c 0.92c 26%
------------------------------------ ------- ------- --------
Net cash(5) 10.1 2.1
------------------------------------ ------- ------- --------
Interim dividend per share (GBP
pence) 1.0 -
------------------------------------ ------- ------- --------

[slim9] 01/8/2021 13:04

Interims Tuesday 3/8/21 , Looking for 10% bounce.

S

[masurenguy] 27/7/2021 06:41

Interim results and investor presentation next week.

Investor Presentation

Aferian is pleased to announce that management will provide a live presentation relating to the Interim results for the six months ended 31 May 2021 via the Investor Meet Company platform on Wednesday, 4 August at 12:30pm.

In terms of format for the Investor Presentation:
-- The online presentation is open to all existing and potential shareholders.
-- Questions can be submitted pre-event via your Investor Meet Company dashboard up until 9am the day before the meeting or at any time during the live presentation via the "Ask a Question" function.
-- Investor feedback can also be submitted directly to management post-event to ensure the Company can understand the views of all elements of its shareholder base.

[buoycat] 26/7/2021 20:24

Aferian sounds like a mining company to me

[masurenguy] 26/7/2021 15:28

In the 5 weeks since Amino changed its name to Aferian the shareprice has slipped back by 9% on no news. Often seems to be the initial reaction to company name changes - strange phenomena.

[slim9] 24/6/2021 22:20

Ditto -

About Iview or Iview24

They could have asked the shareholders............

Any way - looks like this one could be quite tasty.

[davr0s] 23/6/2021 17:44

Yeah amazed they went with this change given the bad way Afren turned out. Clearly completely different companies but you'd be amazed what some people will mix up

[fillipe] 23/6/2021 08:20

New name - I guess it must mean something good to whoever got this one onto the books, although for me too many failed associations with past names much too similar and now in the graveyards.

Afren being an outstandingly shocker.

f

[sharw] 23/6/2021 07:48

As long as the chart doesn't do this:



I do not like the name similarity.

[simon gordon] 22/6/2021 20:03

Aferian appears an empty vessel for a tech company name. Makes me think of Africa.

24i is an excellent piece of corporate branding.

I'd gone for something like:

-A24i

-Visuali

-iVisual

-iSoar

Wonder how much Aferian cost them?