Alterian Share Discussion Threads

[greek islander] 30/7/2009 16:35

Wow that was some end to the day - my spreadbet surged blue - hope this is a sign of what's to come
Looks like someone is trying to build a big stake

[cestnous] 30/7/2009 12:25

Shares mag have an article today on social networking where they feature
a Techrigy program they borrowed from ALN and applied to their own mag. Well worth a read.

[cestnous] 30/7/2009 09:06

So they could be doing it in Spanish and Chinese? (even though I live in Wales.)

[rivaldo] 30/7/2009 07:46

Buy, buy, buy.....ALN have cracked the Welsh-language market!



"Posted: Wed, July 29, 2009
Sequence delivers first ever CMS available in Welsh language

Award-winning digital agency Sequence is to launch the first ever Content Management System (CMS) available in the Welsh language, creating a unique 'back-end' technology system in Wales' national language.

The Welsh version of the CMS, pioneered by Sequence, will be targeted at the public sector initially. "Welsh public sector organisations are leading the way in using the Welsh language in the workplace" comments Richard Baker, MD, Sequence. "The tool will not only enable Welsh speaking employees to manage their website in their chosen language, but it will help to ensure that Welsh remains a living language in the workplace," Baker continues, "It is also extremely positive that Welsh is being integrated into modern technology – again highlighting the significance of the Welsh language in business."

Experts in web development and the creation of Welsh language websites, Sequence based their Welsh language development work on Content Manager Corporate Edition (CMC) – the CMS which forms part of the Alterian Integrated Marketing Platform. Sequence first partnered with Alterian in 2008 to launch a part of the Welsh Assembly Government website, Flexible Support for Business and has been recognised as one of Alterian's prestigious 'Gold Partners'.

CMC (formerly Immediacy) featuring language capabilities, was launched last September, with a localised editor interface for use by organisations in non-English speaking countries. Rebecca Liebling, Sales Director UK Agencies, Alterian, comments "Sequence is the first agency globally to use this localisation facility, and it is fitting that one of our very few 'Gold Partners' in the UK should be a trailblazer."

"Alterian's CMS product is a high-calibre, multi-lingual tool that is renowned for its outstanding performance," adds Richard Baker. "It enables us to deliver management systems in any language and, for the first time, we are delighted to be creating a bespoke product in Welsh."

Meri Huws, Chair of the Welsh Language Board, said:
"I would like to congratulate Sequence on the launch of a CMS in the Welsh language. Information Technology is a central part of our daily lives - at school or college, at work and at home - and it is important that Welsh speakers can use the language on the computer, and become confident in using Welsh language technology." "

[yump] 29/7/2009 12:11

I'm not quite sure I agree with the idea that any individuals are being targeted as such as a result of the Techrigy technology. I believe the idea is that the technology measures the behaviour of individuals and then aggregates it in order for a company to understand how its customers and potential customers are behaving in the social space.

Then it can adjust its marketing based on knowledge of social groups and social contact points on the net, without giving out the wrong message.

I think the idea of individual targeting is still in its infancy - lets face it if you're a long standing customer of a company and they have all your details and all your purchases to hand, you still get wierdly irrelevant and inappropriate direct mail and email marketing.

"Our warehouse manager has reserved a free gift and it is specially packaged for you Mr. X and awaiting dispatch" - turns out to be a nice pink skirt. So much for individual targeting.

I think the strength of the technology is that it can identify groups of like-minded customers (or potential customers) in a way that is far more accurate than the traditional segmenting used by mailing lists.

So you can potentially target a group of people who for some reason known to themselves are obsessively talking about Oakley sunglasses and who was seen wearing them last week.

[rivaldo] 29/7/2009 08:21

Another interesting article about the Techrigy acquisition - though the guy's accounting knowledge is a bit hazy (in particular the consideration for both Techrigy and Mediasurface HAS been disclosed):



Extracts:

"Alterian Adds Social Media Analytics To Marketing Platform
By David Roe | Jul 28, 2009
Featured Report: 42 Web CMS Vendors Compared (free sample)

Alterian (news, site) has just bought Techrigy, a social media and analytics software developer, which only goes to show that if companies don't have all the tools they need, it's a smart idea to buy a company that does have the tools instead of starting from scratch in-house."

"But both seem happy. It was a meeting of minds rather than a boardroom bloodbath they say, with the deal adding interesting new elements to the Alterian package as well as signaling a shift away from mass marketing to marketing targeted at individuals."

"Changing Focus
The acquisition of Techrigy represents a change of focus for Alterian in that they are now targeting individuals rather than mass markets with a social analytics tool that only appeared in 2005, but has had some success already."

[cestnous] 28/7/2009 09:33

From the look of the chart, we could go straight up from here to about 150/160. (imho)

[rivaldo] 27/7/2009 19:00

Techinvest have put up their July issue on their web site, in which they say:



"Alterian 131p
(ALN; Tech Software & Services)
Results for the year to March 31 saw revenue jump 73% to £33.4m from £19.3m last time. At constant exchange rates, revenue increased by 60%. Adjusted pre-tax profit rose 48% to £6.2m against £4.2m a year earlier. Fully diluted earnings per share were up 11% at 11.2p. Net cash at year-end was £8.63m
(15.1p per share).

The growth in revenue was partly attributable to the acquisition of Mediasurface last July. Alterian said that integration has been completed successfully and benefits are coming through as expected. Revenue growth
in the UK, Europe and Asia Pacific was particularly strong, increasing by 129% to £20.5m. North American revenue growth was 27%, down from 47% last year and reflecting a backdrop of difficult market conditions.

Alterian said that the quality of revenue continues to be high. In its organic business, the Company maintained its long term average of approximately 65% of the revenue generated in the period expected to recur in the next financial
year, and customer retention rates remained high at over 90%. Gross margins also remained high at 87%. More than 210 new end users were signed across all markets during the period, with 25 new partners added.

The real boost from the Mediasurface acquisition will be felt this year and the new combined business is well positioned for further growth. Strong hold."

[rivaldo] 27/7/2009 12:47

Another contract win from a "world leader"...



"Wilson Sporting Goods: Equipped for Marketing Success with Alterian
Partnership encompasses web content management and e-mail marketing to deliver winning marketing strategy

New York – July 27, 2009 – Alterian (LSE:ALN), the leading international integrated marketing platform provider, announced Wilson Sporting Goods Co. will use Alterian Content Management Enterprise Edition and Alterian Dynamic Messenger to manage the brand's global websites and e-mail marketing campaign activities. Wilson, the world's leading manufacturer of sports equipment, will implement Alterian technology into all three areas of its global business: Racquet Sports, Team Sports and Golf.

Wilson serves customers in more than 100 countries and required a comprehensive platform that would enable the company to streamline its Web content management and e-mail marketing initiatives. Following a careful evaluation of several web content management vendors, Wilson chose Alterian for its integrated approach, straightforward interface and overall ease of use.

By leveraging Alterian technology, Wilson will be able to more quickly and easily create websites, manage content and deliver targeted information to customers, prospective customers and partners.

"Just as Wilson is in constant pursuit to provide innovative technologies to enhance the performance of our customers on the playing field, we are committed to implementing the most innovative technologies to serve our customers off the playing field," said Jermaine Mason, director of technology at Wilson. "The implementation of Alterian technology will help us better target our customers and allow us to maintain our position as the number one sports equipment company in the world."

"We view the integration of Web content management and e-mail marketing solutions as a strategic enabler for enhanced business performance," said David Eldridge, chief executive officer of Alterian. "Wilson is a brand name recognized around the globe and its selection of Alterian technology provides strong testament to the need for an integrated marketing platform to fully engage customers.""

[rivaldo] 24/7/2009 14:02

Agreed. Crazy when forecasts range from a minimum of 14.35p EPS to 17.2p EPS for this year, and given the cash pile and recurring income.

I thank my lucky stars this stock is ISAble and therefore tax-free.

[nurdin] 24/7/2009 09:17

Seems to me there is a determined seller here...need him to move on before we can make progress.

[rivaldo] 24/7/2009 07:28

GCI's verdict - the shares certainly could "go further"!



"American strength helps Alterian
23/07/2009 Robert Tyerman

Alterian's 'integrated marketing platform' won new business across all regions

Marketing software group Alterian reports a strong first quarter, with encouraging first North American sales of its Acquire package.

The acquisitive company, which recently bought US social media monitoring specialist Techrigy for up to £2.6 million in shares, says performance in the three months to June was 'in line with management's expectations'. Fully-listed Alterian, steered by chief executive officer David Eldridge, says it performed well across all regions in the first quarter of its current financial year, but singles out North America, where it launched Acquire, a software package targeted at large national prospect marketers in a time of 'adverse economic conditions'.

Having lifted operating profits 55 per cent to £6 million in the year to March but seen the bottom line fall 12 per cent to £3.6 million after the cost of integrating a previous major acquisition, Mediasurface, Alterian says it won a 'wide range of new clients' in the first quarter. Renewal rates continued to be 'high' and rates of attrition were 'low'.

Highlighted by Growth Company Investor in June at 105p, Alterian shares have now reached 133p. They could go further."

[rivaldo] 23/7/2009 18:57

Yep, I liked that 20k buy at 135.05p. Just needs a small push for new 12 month highs, which might get some chart and momentum investors interested too.

[cockneyrebel] 23/7/2009 17:17

Breakout tomorrow if the US closes firm imo.

CR

[realcooltrader] 23/7/2009 17:05

Some nice buys after hours, total 127k.

[rivaldo] 23/7/2009 11:01

Investec say Buy today - I wonder if Panmure's will raise their price target again!



"Investec..has a buy and 153p target for Alterian"

[devonlad] 23/7/2009 10:17

Could be a good day, volumes picking up on the buy side!

[cockneyrebel] 23/7/2009 09:53

Agree - good statement all round imo.

I think we'll see buyin glater today as funds assess it and buying into next week. Nasdaq is breaking out and these are trading on a PE miles lower than anything in the US.

CR

[devonlad] 23/7/2009 08:14

I think that the last paragraph is the most important!

[rivaldo] 23/7/2009 07:15

Excellent trading statement today in today's climate - can't ask for much more:



"Alterian, the leading international provider of Integrated Marketing Platform software, today publishes its Interim Management Statement covering the period from 1 April 2009 to the date of this announcement, as required by the Listing Authority disclosure rules. The Company will also be holding its AGM at 12pm today.

Performance in the first quarter to 30 June 2009 was in line with management's expectations. Revenue for the first quarter was three times greater than the small base for the same period in the prior year. This is the final quarter where prior year comparators do not include the benefit of the acquisition of Mediasurface plc which was completed on 7 July 2008.

The Company has performed well across all regions. North America in particular has benefited from initial sales of the Acquire offering. Acquire is a package of the Company's software products launched in response to the adverse economic conditions and targeted specifically for large national prospect marketers in North America. Acquire is bringing benefits around improving marketing effectiveness, efficiency and reducing total cost of ownership. In addition, a wide range of new client wins were secured across a variety of sectors and geographies in the period.

Alterian announced the acquisition of Social Media Monitoring software company Techrigy Inc on 15 July 2009. This is in line with Alterian's strategy of extending the capabilities of its Integrated Marketing Platform with complementary technology in high growth areas of the market. The Company has already begun the integration process and has had very positive feedback from its customer and partner base to the acquisition. The acquisition is expected to be earnings enhancing in the first full year of ownership.

There have been no significant changes in the financial position of the Company since the publication of the Report & Accounts in respect of the financial year ended 31 March 2009.

Renewal rates continued to be high in the first quarter and attrition rates remained low. The pipeline remains strong and the Board is confident about the Company's prospects."

[felix99] 22/7/2009 15:52

dunno but i added another 3k

[stromboli1] 22/7/2009 15:03

1st quarter trading statement tomorrow I think - is that wrong?