Albert Technologies Share Discussion Threads

[chiguiro] 31/5/2018 20:52

Placing today gives a cash runway for expansion, and Lisa Gordon to become Chairman

[petewy] 04/5/2018 09:00

Shares buys are up.

[petewy] 30/4/2018 08:32

Albert Technologies Names Rob Norman as an Advisory Board Member

Active or nominal?

[bensug] 25/4/2018 12:01

On twitter todaay

Natori hits a 7-1 return on ad spend with artificial intelligence marketing platform Albert, which adjusts social media ad content and format based on which ads convert the best.

[battlebus2] 12/3/2018 10:17

They’ll need to get those contracts signed as it’s a balancing act as the cash pile disappears. Would expect it to last 24 months so time to gather a little traction.

[petewy] 12/3/2018 10:08

Results{
Revenues increased 8x to $1.7m (2016: $0.2m)
Monthly recurring revenues (MRR) increased 9x to $0.3m in December 2017 (December 2016: $0.03m
6x increase in average monthly revenue per customer during the period December 2016 to December 2017
Adjusted EBITDA* loss from continuing operations of $11.4m (2016: $8.4m)
Operating loss from continuing operations of $11.8m (2016: $9.3m)
Net cash of $11.1m at year end (2016: $22.6m)


Cash doesn't look too clever.

[petewy] 05/3/2018 14:12

taking a punt. did well out of PRSM.

[bookbroker] 23/2/2018 10:30

Already valued at high enough point, I see the potential, was in here from 2016/2017, stung by the drop, but now re-positioned, cash burn still very high, will be raising more soon.

[battlebus2] 23/2/2018 10:28

Delayed reaction to yesterday’s RNS but nonetheless very welcome and new highs 👍

[paxman] 23/2/2018 10:15

Well spotted rescuer.

But 'Nooo!!!' The last thing we want is for Albert to be taken over any time soon. If just one of the big 5 agencies used Albert for just 10% of its current marketing spend and cut a really tough fee deal with Albert then the annual fee income on just that one client would comfortably exceed Albert's current market cap.

[rescuer] 23/2/2018 09:57

been following this for a couple of years Paxman, this now becomes a take over target - great little company

[paxman] 22/2/2018 19:34

Good to see one of the big 5 taking a close look at Albert. Will be an exponential change in the scale of Albert's media buying if this pilot impresses.

Growing at 200% plus a year at the moment. A partnership with a big 5 agency would move this up 1000s of %.

Not even sure this company is analysable at the moment with projects like this in the works. Looking forward to guidance as the year progresses.

[paxman] 05/12/2017 11:46

Interesting sales update. Must be doing around $ 250,000 of SaaS revenue per month now. So up near 120% over last 6 months. If they can keep that growth up next year then $ 540,000 in June 2018 and $ 1.1 m in Dec 2018. So should be profitable by end of next year at $ 13 m or more of revenue.

Breq over at Stocko.... estimates a market cap of 5 times revenue at end of 2018. That's £ 50 m - a share price of 80 p. She of all people should know.

Maybe I should take her thinking and enter a 2018 share competition.

[paxman] 25/9/2017 12:59

Interesting. IF they can maintain this SAAS growth they'll be breaking even this time next year.

SAAS gross profit of 86%. So need to do $ 14m of SAAS revenue to generate $ 12m of GP to pay current annual SAAS costs of approx $ 12m.

Crunching the numbers and extrapolating, if they did $ 440K of SAAS in H1 2017 and SAAS monthly revenue tripled from Jan to June then June's SAAS was around $110-120K. So annualised run rate SAAS of say $ 1.4 m.

IF they could maintain this growth rate they'd be doing $ 4.1m of annualised run rate SAAS at year end and $ 12.3m by end H1 2018. So by Sep 2018 they'd be breaking even on a monthly basis.

What market cap in 1 year if doing $ 14 m annualised revenue. Pure play fast growing artificial intelligence company so maybe 5 to 10 times revenue. At 5 times revenue, would be $ 70m market cap.

So share price many times today's. Obviously all the above relies on maintaining the current growth rate. This in turn relies on trialling customers getting great results using Albert.

[bookbroker] 18/7/2017 09:26

I hope these israeli's are not simply stuck with their heads in the sand, the market will not forgive this company next time after the rise this year if they do not deliver!

[freddie ferret] 17/7/2017 17:25

Interesting chart.
I will have to change my name.

[andrbea] 13/7/2017 15:09

formerly adgo
name change as from 13.7.17

[h d shoring] 20/11/2008 12:39

Suprised another shell has not been got ready for next aquisition .
This might just be a calamity proof stock .? One thing for sure people have to eat whatever the financial turmoil,and there are a lot of people in China last count .

[h d shoring] 17/6/2008 11:50

rto likely in which they will initially own a substantial lump .

[andynic57] 17/6/2008 10:31

Aquisitions likely?

[h d shoring] 17/6/2008 09:09

Starting to move a bit ,still less than 50% of latest Nav though and should be scope for more upside long term .

[h d shoring] 16/6/2008 10:23

Reasonable results and one or two companies held starting to pick up in action .
Is there anybody out there still holding?

[h d shoring] 13/2/2008 15:54

Any up to date feelings on this share .Bought a few recently on a hunch and wondered if all is gloom ,or are there still people with patience .?