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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Alterian | ALN | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 110.375 | 01:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 110.375 | 110.375 |
| Top Posts |
|---|
Posted at 30/11/2011 09:16 by somerset lad No offer with this morning's interims. It can't be in ALN's interests to let this drag too much as it creates further uncertainty for customers (contrast Arena where there have been two one month extensions to the put up or shut up), so I guess it will be Monday morning.Equally, no statement that the talks have failed, which implies that nothing insurmountable has come out of the due diligence and that 110p is still on the table. The interims make interesting reading. Turnover is down 6%. If that is extended to the full year on the restated basis, we get turnover of £36.5m. The ongoing cost base has been reduced to £38.5m with a further £10.6m of savings to come, leaving the ongoing cost base at £27.9m. If, as ALN claims, the costs savings won't affect its ability to sell and deliver products, this gives an ongoing profit base of £8.6m. ...And we're told that ALN has £23.3m forward visibility, which covers 83.5% of the ongoing cost base. ...And we're told that the target is for organic revenue growth of 15% pa. Even allowing for the customary optimism of a management faced with an unsolicited offer, this paints quite a rosy picture. If SDL make an offer on Monday they send a signal to other potential bidders that there's nothing terrible in due diligence; and the interims suggest that there is more upside (even without any synergies) than 110p implies. |
Posted at 10/11/2011 08:10 by cockneyrebel SDL had £53m cash at the interims - nearly enough to pay for ALN out of their wallet = 110p in cash is easy for them imo.CR |
Posted at 14/7/2011 17:00 by davidosh The AGM was today and there is a good account of it here (registration with ShareSoc needed but it is free)....I am not a shareholder in ALN but it does not sound very attractive and only one shareholder turned up. Mind you 10am in Bristol is a big ask for most! |
Posted at 04/4/2011 09:18 by chrisb1103 Talk about overpromising and under-delivering. If they spent as much time closing sales at the year end as they do on all their endless baffling hype and sector "research" eh. This is the trouble with a buiness like ALN which is loaded to the final quarter. Same as last year. I had high hopes for ALN through last year but the statement last Oct gave me a warning so now pleased I'd seen the light (for once) before this happened. Hope it recovers for those that hold. It did last year, but then how many times before people start to ask a lot of questions? and with the CEO off now too... poor show ALN. Mind you there's always been talk of a bid which also kept me interested for a while lol, so if their product is really as good as they claim, now might be the time, but who knows.... |
Posted at 04/4/2011 09:03 by foxman14 Bought in just over a week ago when it dropped down to £1.75. Doh! After much diliberation this morning I have (for the moment) taken a wait and see approach. Have held these before and made an o.k. profit. No divi to sweeten things though. Anybody else holding? |
Posted at 28/1/2011 20:00 by johnroger UK-Analyst todayPanmure Gordon maintained its "buy" rating for Alterian (ALN), a provider of database marketing and customer insight solutions, with a 253p target price. By signing a partnership with mobile development firm Bemoko, the broker thinks the group has filled an "increasingly obvious hole" in its portfolio. In its view, there are many data points that indicate mobile web browsing is set to exceed PC browsing so, consequently, marketers need to deliver their content to mobile devices. That said, Panmure believes the deal is operationally a "very good deal". Alterian shares advanced 0.25p to 208.25p. |
Posted at 01/11/2010 09:30 by smarm yump - ROFL"it's in my field" "I'm anti-brand" I very much doubt anyone in the advertising arena could survive very long being anti brand. Whether brand yump or Pepsi, brand is the be all and end all of successful business. For my money, the web analytics done by ALN is leading edge stuff and ALN is about as exciting a contender in that field as it gets. They screwed up earlier in the year with those ill-advised share sells and a touch of over-promising but I think ALN has a touch of the AU. about. it...cutting edge and growing in a hugely important and relatively new market. After all, if I could find out what people are saying about my brand, and it's that side of things that is so exciting, not text advertising, then I can make sure my brand fulfils the needs of my customers. Brilliant. S |
Posted at 04/10/2010 12:44 by trendfloor Brokers in the main like the stock.Forward P/E of just over 13 to 2012 derd cheap for a tech stock. Alterian PLC FORECASTS 2011 2012 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Panmure Gordon 01-10-10 BUY 8.28 13.70 9.30 14.40 KBC Peel Hunt Ltd 30-09-10 HOLD 9.16 11.15 10.58 12.58 Investec Securities 29-09-10 BUY 9.02 14.26 12.36 17.77 Canaccord Adams 04-06-10 HOLD 9.20 13.80 10.70 13.80 2011 2012 Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Consensus 8.87 13.14 10.74 14.77 1 Month Change -0.01 -0.12 0.14 0.04 3 Month Change -0.29 0.14 0.38 1.50 GROWTH 2010 (A) 2011 (E) 2012 (E) Norm. EPS -17.77% 6.91% 12.37% DPS % % % INVESTMENT RATIOS 2010 (A) 2011 (E) 2012 (E) EBITDA £9.94m £9.74m £11.80m EBIT £6.60m £m £m Dividend Yield 0.00% % % Dividend Cover x x x PER 16.10x 15.06x 13.40x PEG -0.91f 2.18f 1.08f Net Asset Value PS 40.02p p p hemscot premium. |
Posted at 01/10/2010 12:24 by rivaldo Hi paleje, good to see you here. ALN's obviously not cheap in pure P/E terms.But look at the cash flows - last year ALN made £10.2m operating cash flows due to the high amortisation/depreci Though sophisticated investors will realise that the combination of terrific cash flows and high recurring income, in a fast-expanding (social media) space, is an alluring proposition. Which is why I'm certain that ALN will be taken over sooner rather than later. From memory, recent prices paid would indicate a 300p per share price (I worked this out earlier in the thread). Hope this helps. OT : have you looked at CRE, HYC and FSJ? All are also ISAble and solid and undervalued companies imo as well as ALN and HVN. |
Posted at 27/4/2010 22:42 by rivaldo PSQ Analytics have produced an excellent - and very long - Technology & Telecom, April 2010 Sector Review, covering a load of companies including ALN. Below is their SWOT analysis - it's worth noting the news above re expansion into the Arabic and Brazilian markets which further broaden ALN's geographical presence:"Strengths Robust growth in revenues and strong cash position - ALN has reported robust revenue and earnings growth in the past few years. The Group's revenues increased at a CAGR of 42.6% during FY2004-FY2009 to reach £33.4 million in FY2009. Further, the Group has sizeable cash balance of over £11.0 million at the end of 31 March 2010, which opens up avenues for growth through inorganic route in FY 2011. The Group has no debt in its balance sheet. Continued focus on new product development - ALN's has an aggressive new product development plan to constantly extend its portfolio of product offerings and maintain competitive edge in the market. The Group has set aside cash for R&D expense in FY 2011, which amounts to approximately 16% of its total revenues in FY 2010. o In March 2010, the Group launched WebJourney, a web behaviour analytics solution. It also released version 5.9.5 of Content Manager Enterprise technology in order to provide innovative web content management tools. Weaknesses High dependence on the UK and the US markets - Alterian derives majority of its revenues from matured markets, primarily the US and the UK. The relatively lower growth prospects in these areas could push down overall revenue growth, slowing down the impact of high growth prospects in emerging economies where it currently has relatively lower presence. o However, the Group started spreading its wings into emerging economies which are high potential growth markets. In 2009, ALN opened its office in Singapore and also succeeded in getting new business from Asia Pacific and South American markets. Opportunities Inorganic growth through acquisitions - ALN continues to expand inorganically to expand its product offerings and to strengthen its distribution network. In 2008 the Group acquired Mediasurface Plc which helped the Group to expand its operations in the fast growing online marketing software market. ALN sees a lot of opportunities to grow inorganically to complement its current strength - both in distribution and product portfolio. Social Media Marketing Fast growing business - According to Forrester Research, social media marketing is estimated to grow at a CAGR of 34% to $3.1 billion by 2014. To capitalize on this opportunity, Alterian acquired Techrigy Inc, a provider of social media monitoring and analytics software in 2009. Threats Competition from larger players - Alterian is considerably smaller in size compared to its closest competitor, Unica. Unica generated £65.1 million ($100.6 million) in revenues in FY2009 compared to Alterian's ~ £38.0 million in FY2010. o However, Alterian's partner-driven sales model and its unique product offerings differentiate the Group from its competitors. Further, ALN's proprietary database engine allows easy and less expensive implementation and at the same time offers high flexibility and scalability." |
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