All New Video Share Discussion Threads

[littleredrooster] 20/6/2006 12:03

Aim Investor

By Luke Heron
18 June 2006

3G video conferencing might sound like a topic for discussion on BBC's Tomorrow's World, but the reality is it is all around us, and many of us already possess exactly what we need to exploit it: a mobile phone.

Mobile network operators have invested more than £22.5bn in the UK to acquire third-generation telephony licences, while more than £70bn has been spent on 3G licences in Europe.

Research from ARC Group has forecast the 3G mobile video conferencing market to generate worldwide revenues of $5.4bn in 2008, with 250m people using such services. These are huge numbers, to say the least, and there is one fledgling UK company that has already made significant inroads to capturing a part of that market, All New Video.

The company, which at 3.625p is capitalised at just £3m, was founded by David Atkins in 2002.

Before establishing the group, Atkins was the joint founder of Videoweb, which dealt with video conferencing, and which was acquired by Nasdaq-listed Genesys, for around £7m. Aside from anything else, this is a business with a management that has a proven ability in realising shareholder value, albeit not yet at All New Video.

With cash and shares incentives for the management if they can achieve a share price of 7p by September this year, there is every motivation for short-term share price growth.

A series of deals with the likes of GMTV, the BBC and most recently ITV's World Cuppa programme, allow video phone-ins between caller and presenter. All New Video has established itself as a leading force in this emerging high-growth market. With World Cup goals available as a video download via a deal with ITV, this company is the operator of choice among the big TV networks.

It is this series of relationships that will make the group a winner in its market.

To date, All New Video has been loss-making, as an enhanced sales and business infrastructure was established to deal with the anticipated growth.

With talk of a placing being arranged at a premium to the current 3.625p, coupled with great prospects for revenue generation on the back of the World Cup, All New Video is a timely exposure to an exciting area of this emerging technology market.

With a move into profitability expected in the current year to 31 May 2007, this tiddler is well worth backing. At 3.625p, Buy.

Luke Heron edits WatsHot.com, the UK's leading smaller company website

[scotty1] 20/6/2006 08:23

JJ think there's every chance it'll take off in a big way;-)))
L2 looking v.strong @ 3v1 should could tick up soon,closed on 2v1
yesterday so looks like some delayed buys this morn.

[jacobjohn7] 20/6/2006 08:05

lol. if it takes off the same way texting did/has then things look v rosy.

[fegga] 20/6/2006 06:57

i've always liked that woman...kind of cuddly...

as for the new service --- i recknon they'll be falling over themselves to get their faces on tv - good news for us then.

[scotty1] 19/6/2006 20:53

uk analyst 19/6/06

Scottish temptress Lorraine Kelly helped All New Video shares to jump 0.625p to 4.125p. The specialist 3G video service provider launched 3G video calling services with GMTV over the weekend. All New Video is providing GMTV with 2 new and innovative 3G video calling services. These services will allow increased interactivity between GMTV viewers and the morning breakfast television program. GMTV viewers will be asked to video call into the show from their 3G mobile video phones. Once users are connected, the participants will be greeted with an interactive video response. Using the telephone keypad, participants will be offered the choice of recording a video message for the show, or alternatively connecting directly into the show for a 2 way video conversation with the presenters.

[scotty1] 19/6/2006 15:16

Could get another tick up L2 just got stronger at 2v1 must be somemore delayed
buys to come ;-)))

[scotty1] 19/6/2006 09:52

Last report from Armshare dated 17 may 2006 but worth a read,also updated in
header.

All New Video PLC
Report updated: 17th May 2006
All New Video (initially named Gordian Investments) came to AIM in March 2005 by way of introduction. There were net cash assets of £1.1 million on admission. The company's purpose is to acquire one or more related trading businesses in the technology, media and telecoms sector in the UK or mainland Europe.

In August, All New Video Ltd was acquired for an initial consideration of £4 million, £125,000 in cash and the balance in shares representing 64% of the enlarged share capital - further consideration of up to £6 million (payable in shares using a price of 7p per share) based on performance for the two years ending May 2007. All New Video, established in 2002 provides live multi-party video conferencing,PC to video calling and video mail for 3G mobile phone users - currently most other such offerings are only between two parties - there are over 6.6 million users of 3G mobile phones in Western Europe and it is estimated there will be approximately 90 million users by the end of 2008. For the year to March 2005, it achieved sales of £373,000 and a pre-tax loss of £40,000. The CEO previously founded Videoweb, a video conferencing business, which was sold to a NASDAQ listed company for £6.7 million in 1999.

The maiden interim results to October 2005 showed sales of £119,000, operating loss of £162,000 and pre-tax loss of £134,000 - these include 2 months trading results of all New Video Ltd (see August announcement above), with the latter contributing £55,000 to the operating loss and central overheads contributing the balance of £107,000. The company reported that All New Video Ltd achieved sales of £330,000 in the 6 months to October compared with sales of £373,000 in the year to March 2005 - monthly increases in sales are being achieved; in the last quarter of 2005, services were introduced allowing highlights from television programs to be viewed on 3G mobile telephones - the first offerings included 'X Factor' and 'I'm A Celebrity, Get Me Out Of Here'; the contract with Orange has been renegotiated for a further 2 years, with Orange requiring a 100% increase in capacity to cater for anticipated increased take-up and usage of 3G video services.

In January 2006, an alliance was entered into with AIM listed YooMedia re providing 3G video services - All New Video provides a hosted international network of 3G gateways (enabling network operators to provide 3G video services at lower capex and operating cost) and Yoomedia develops interactive content accessible via TV, the web, telephony and mobile phones - it also has a JV, BroadbandTV Group, with ICTV which uses ICTV's cross-platform delivery technology for both UK television and worldwide 3G mobile markets.

A March update reported that the company's contracts have thus far been on a revenue sharing basis. However, because of the slower than expected growth in content driven traffic and hence in revenues to All New Video, the company has changed its business model to a fixed subscription model and revenue sharing for future improved traffic volumes. In addition, costs have been reduced in order to conserve cash, which currently stands at £219,000. There is an encouraging pipeline of prospects - the purpose of the short term actions is to ensure that the company has the time to convert these prospects into sales.

In May, two 3G video calling services were launched for GMTV in order to allow increased interactivity between GMTV viewers and the morning breakfast television program. The services are highly flexible and can be used for applications such as a news gathering by both GMTV reporters and viewers, in addition to less serious applications such as competitions and general 'hot topic' phone ins. All Video is currently handling 40,000 calls per week, a figure which is growing at a rate of 2,500 per month.
Research Standing
A more interesting reversal than many - one to watch and still at a price which doesn't assume that the road to succes will be completely trouble free.

[scotty1] 19/6/2006 09:41

Buy above offer just gone through,which is nice ;-)

[scotty1] 19/6/2006 09:18

Here come those delayed buys,made to look like sells as per norm.

[xpsy0006] 19/6/2006 08:59

No 3 on the percent gainers board...about time

[scotty1] 19/6/2006 08:42

Looks like some delayed buys to come through :-)))

[scotty1] 19/6/2006 08:25

Got your mail JJ,and no probs mate.Looks like we could start to move up now
with that little tip in the Business + news shouldn't be to far away ;-)))))

[jacobjohn7] 19/6/2006 08:17

nice start. a couple of my shares have started moving in the right direction for once... had forgot what it felt like! ;o)

[scotty1] 19/6/2006 08:00

Cheers Balcee,every little helps ;-)

[balcee] 19/6/2006 07:57

Hi Scotty, I saw it on Citywire - Sunday papers tips and comments section.

Inside the Market:
* Small-cap investor: Umeco still a long-term buy
* AIM investor: buy All New Video at 3.625p

[scotty1] 18/6/2006 18:00

Got a link Balcee?

[balcee] 18/6/2006 11:45

Tipped in 'The Business' today. Should see a nice rise tomorrow :-)

[fegga] 15/6/2006 12:37

rec'd and returned

cheers

[kemorkid] 15/6/2006 10:29

Thanks Scotty

KK

[scotty1] 14/6/2006 20:36

Hi fegga you should have had mail mate.

[fegga] 14/6/2006 16:30

jj - you and me both mate - and i guess were not alone

have a look at rcg - even ticked up today! after falling of course - nothing is immune from it..
- well nothing in my portfolio any way!

'owt interesting scotty?

[jacobjohn7] 14/6/2006 15:12

cheers scotty, be nice to see ANY share go up.... in the doldrums personally at the moment with it all.

[scotty1] 14/6/2006 12:36

I see watshots done a good update today and upped his rating to a spec.buy.
JJ you got mail ;-))

[fegga] 13/6/2006 21:36

some bbc news would be nice....