We could not find any results for:
Make sure your spelling is correct or try broadening your search.
Customisable watchlists with full streaming quotes from leading exchanges, such as LSE, NASDAQ, NYSE, AMEX, Bovespa, BIT and more.
| 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 25/10/2011 03:25 by gargoyle2 Haha, that's funny. Below is what the FT has to say today. Seems Panmure can't make up it's mind what to do. Buy with a 90p target on the one hand, but a great opportunity to exit at 80p on the other. These monkeys make me laugh.-------------------- "Alterian jumped 27.6 per cent to 81p after the website management and marketing software maker received an 80p takeover offer from SDL , which rose 0.4 per cent to 660½p. Alterian, which has delivered a string of profit warnings, said it "unequivocally" rejected the offer which "significantly undervalues Alterian, based on both the company's current position and its future prospects." Analysts were less certain. "This is a great opportunity for Alterian shareholders to exit," said Panmure Gordon analyst George O'Connor. "We think that the operational plan with the existing Alterian management will entail two years of pain, coupled with a discounted rights issue." He added: "We think that SDL could be persuaded to increase its offer marginally. Indeed, we would suggest sweetening the deal with SDL shares in order to enable Alterian investors to experience some of the upside, should the deal progress. [But] should the bid fail (it is even money), we will be back to a worse position than where we started ie below 57p undisturbed price and looking at a rights issue." |
Posted at 03/11/2010 09:43 by yump rivSeems to be going in the right direction, but as you say in a way its more to do with what might happen inbetween now and the year end, in terms of increasing the contract sign up rate and the share price performance. With those increases in overheads, which will continue in the second half I think they are dependent on a significant increase in revenue to give results that justify the rating. If they only up the earnings to say 14p, the growth rate won't justify the rating at 200p ish imo. To get say 15-16p they are going to have to really go some from here. 13% revenue increase doesn't really excite. There's been around a 10% increase in new users in the first half and despite the high retention rate and recurring revenues, I don't think that's enough to get excited about the year end - yet. There's not much investor patience around and we're certainly not out of the recession by any means, when it comes to companies spending on what could be called non-essentials. However, there seems to be good evidence that they've cornered an area where there's not much competition, judging by the retention rate and recurring revenues. How much of that is the previous business and how much the social monitoring side is tricky to see. I can't make my mind up, which probably means I should sell, given that there are certain to be opportunities with other stocks. A pre-close trading statement here before finals is one to watch imo. Barring a bid of course, which I think is a distinct possibility, but I never hold stocks in that hope. |
Posted at 03/11/2010 08:28 by rivaldo Look at Note 10 re cash flows and you'll see operating cash inflows were £1.35m (£1.5m last year). This is the key metric given the high depreciation and amortisation charges - don't be fooled by the headline figures, which are as others have pointed out the usual depressingly bad H1 numbers!The future does look good, though tinged with a great deal of the expected caution given the huge reliance on contracts closing in H2, which obviously increases risk for investors. On balance I decided to sell first thing this morning. The results weren't anything special, and all my shares are in ISAs, so I wanted to protect my profits to date. Especially as I can see the shares drifting for a while now with no particular catalyst. I also believe Robbie Burns might sell and his band of followers will drag the price down further. Hopefully I'll be able to buy back in lower. The good news for holders is that I was able to offload so easily in what's usually a very illiquid share, which suggests there may be buyers out there (or that I've been rash!). Good luck all. |
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 17/9/2010 16:32 by johnroger Growth Company InvestorAlterian catches the tide David Eldridge, chief executive officer of specialist marketing technology group Alterian, is not worried about any potential 'double-dip' recession. After a 67 per cent annual profits hike to £6.7 million, he says the acquisitive fully listed company's new engagement management software will maintain its momentum. Eldridge argues that the new product will provide marketing people and organisations with a 'centralised control area' to hear and watch interactions between client companies and consumers and among consumers 'in real time'. Alterian, which increased turnover a more modest 14 per cent to £38 million in the year to March, boasts a range of technology including fast-growing social media monitoring, analysis and content management and recently launched a new product, 'WebJourney' web behaviour analytics, to help client companies respond to changes in how consumers want to hear their messages. With customers ranging from Jaguar Land Rover to the Foreign & Commonwealth Office, the company charges anything from £1,000 to £500,000 a month for its services. Eldridge points out that Alterian has a 60 per cent rate of annual recurring revenues, with nearly two-thirds of revenue now related to digital communications. Alterian maintains a social media 'warehouse', containing conversations between members of the public, which can be sold to brand managers, explains Eldridge, who comments that 'this is the fastest-growing part of the business'. The group, which spent £5.5 million last year on research and development, is determinedly acquisitive, but, insists Eldridge, has sufficient resources to pursue this route without going back to shareholders. He says Alterian is now tapping into opportunities in the USA and South America, after a financial year in which 'strong growth from a small base' in the Asia-Pacific region offset 'difficult trading conditions' in the UK and Europe. The company has increased its sales force in Singapore and Australia. To the company's target market of corporate marketing chiefs, Eldridge cites one survey suggesting that only 5 per cent of consumers nowadays trust advertising, while 81 per cent see the internet as 'the first port of call' to compare products and services. Last year, Alterian bought New York-based Techrigy in a $5 million (£3.2 million) deal, which brought it a leader in social media monitoring and analytics software, with a successful product, SM2, and a database of conversations from more than 100 million blogs, wikis, microblogs and social networks. More recently, the company bought social media analytics concern Intrepid Consultants for up to $11.5 million. Alterian is paying an initial $3.5 million in cash and shares at 179.4p for Intrepid, which integrates social media data as 'a core element of mainstream marketing', with offices in Seattle and London and a fast-growing (and inexpensive) analytics team in Ho Chi Minh City, Vietnam. Alterian will pay another $7.5 million if Intrepid meets certain revenue targets by 2013, plus $650,000 in bonuses to key people. John Song, founder and CEO of Intrepid, is among those staying on and suggests that the deal 'will have a positive effect on all Alterian's business lines'. Eldridge agrees, declaring that the current 'explosion of social media' is catching many brands without the in-house skills to use the relevant analytics to their best effect, a gap that analysts believe Alterian is filling by acquiring Intrepid's expertise and resources. Highlighted by Growth Company Investor at 105p last year, Alterian shares have now reached 189.25p. Despite continuing economic uncertainties in several important markets, the company's strategy should continue to pay off handsomely over the medium term. Recommendation: Buy Ticker: ALN Sector: Software & Computer Services Listing: Full List Mid-price: 189.25p Market cap: £115m For further news, RNS, charts, financial data and information archives on Alterian, click here Best wishes, James Crux Editor, magazine |
Posted at 25/8/2010 09:43 by rivaldo looks like a positive article on Growth Company Investors - subscribers only I'm afraid:"Share Recommendations Alterian 24/08/2010 Specialist marketing technology group Alterian is optimistic for its new engagement management software after a 67% annual profits hoist to £6.7m...." |
Posted at 09/5/2010 01:52 by kab6 i do not hold this stock and have not looked at this thread since Jan.I have alot of experience in the web and in big marketing and i think big budget marketing don't care of face f book. If a spotty teenager says he doesn't like a Kit Kat on Twitter, how much does it matter. (if u don't know why this is relevant, then you have no business in this stock) If I were the FSA i would have investigated this co for reasons on past posts. But as I say they dont know or dont care. This is a clear case of an investigation. I have worked in many big asset managers (the marketing was at the beginning of my career) and modest investors beware. If u think your sophisticated, then work with Goldman and do what u wish., |
Posted at 05/2/2010 09:36 by yump 'Usual' thing would be for it to sit on a p/e of 10 on revised figures until such time as it confirms its a growth stock. ie. around 125p ? Which would neatly fit with a reverse head and shoulders bottom.At this level, with the market growing and the recession (possibly) ending, I would have thought ALT would be eyed up by a predator. Hiccup in a growth story, just coming out of a very bad economic period. Its like the valuation in a house repossession. Of course that's the logical view. In practice the larger the predator, the more willing they seem to buy at the top of the market on a silly p/e and then try to explain to shareholders why their global domination plans have gone astray. I bet the same proportion of companies buy other companies at the top of the market, as private investors buy shares at the top ! |
Posted at 28/1/2010 09:12 by yump By the way...You'll actually find that when the chairman posted some hypey statement a while ago, I posted that it slightly bothered me as he seemed to be a bit caught up in his own whatever. So I suggest you add this to your bank of possibilities: If you were the suspicious type, then Alterian have over the last year or so reinvented themselves as many companies have done. Heavily by acquisition and also it happens to be in a new 'trendy' area. Unfortunately the market has in the past been littered with companies who reinvent themselves when they get into trouble, invariably latching on the the 'next big thing'. Only to fall apart when they don't deliver or the market isn't really there. Add that to the chairman's hype, plus the share sales and you've got a proper conspiracy. However its such a large growth market, now is a good time to get it going because any economic recovery is going to lead to rapidly increasing business. Plus we know that the US is actually experiencing some of that, despite the recession. Plus its not a loss making share issuer bleeding investors dry. But what would I know. |
Posted at 26/1/2010 15:15 by yump btw with the 'distressed' investors - its self inflicted. |
It looks like you are not logged in. Click the button below to log in and keep track of your recent history.
Support: +44 (0) 203 8794 460 | support@advfn.com
By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions
Hot Features
Premium
