Alterian Share Discussion Threads

[nurdin] 15/12/2009 15:54

I cant help feeling that this is start of a climb back to 200p and beyond.I dont see anything ominous about those Directors sells,unwelcome as they were.

[yump] 15/12/2009 09:42

I think we've done that one though.

[bluebelle] 15/12/2009 09:40

Remind me : at what price were those multiple Director sells ? !!!

[yump] 15/12/2009 09:40

Normally, I'd be looking at that trend thinking that something was amiss because its gone well below a level that would normally be thought of as part of a consolidation.

However, I think its worth making some allowance for what could easily be forced or reluctant selling because we are not actually coming out of recession yet; there are still redundancies to come and there are still funds that will be 'in trouble'. That means that it is quite likely there will be some selling that would not otherwise have taken place and it might be quite sudden and significant.

Also just because some pi's have large stakes doesn't make them immune to financial pressures.

I know of one anyway - not in this share - had lots of money and lots of committments and lots of shares - made redundant - had to decide between keeping a couple of properties and selling a shed load of shares - out went the shares in one go. Decent profit for him, but the share price took a big dip over a few weeks.

[turborock] 15/12/2009 09:31

Seems so, pointing North again.

[mrmerkin] 15/12/2009 06:50

is this the bottom now?? looking pretty over sold.

[applesanpears] 09/12/2009 20:13

In shares mag last thursday as one of their top tech tips.

[gardener1] 09/12/2009 15:09

Many thanks for your comments Rivaldo.

[rivaldo] 09/12/2009 12:24

Nice going on the topping up CR.

Hi Gardener1. I can't really add any more to what's been said above - it's a weak market, an illiquid share, and it's had a fabulous run.

EPS forecasts for this year range from 14.8p to 16.6p, increasing to 16p to 20p EPS next year.

For a company in such a fast-growing sector, with net cash and high recurring income, the current price remains bleedin' cheap imo.

And it's ISAble!

[mrmerkin] 09/12/2009 11:54

Think i will try to nab a few more today, try to risk a few pennies cheaper, but looks like CR has grabbed the best price so far..

[nurdin] 09/12/2009 10:25

Well done ...reckon we are due a big bounce soon...:o)

[cockneyrebel] 09/12/2009 10:23

I've just had a wadge too - stole them off the order book today - hideously hit because punters sell in a weak market.

They'll all be buying back on the highs imo.

CR

[nurdin] 09/12/2009 10:20

Well I have added a few here...

[gardener1] 09/12/2009 10:01

Rivaldo any thoughts on the share price fall ( other than director sales )- 40p in 3 weeks. I bought at 131p & added more at 190p for the long term but concerned at this continuous fall. Many thanks in anticipation.

[nurdin] 09/12/2009 09:57

Hmmm...I wonder why we are falling over so quickly.I blame the Directors for triggering the falll....muppets !

[rivaldo] 09/12/2009 07:23

ALN co-sponsored this conference along with Microsoft etc. Interesting paragraph about how healthy the content management market is:



""Our 6th annual Gilbane Boston conference illustrated the health of the market for enterprise content applications, especially web content management. The increase in attendance was consistent with the consensus of our industry analyst panel that the market in 2009 was much stronger than it was for most areas of IT spending.", said Gilbane Group's CEO Frank Gilbane. "With the rapidly changing landscape of commercial, open source, and social software tools, and the improving economy, 2010 promises to be a very active year as organizations re-focus on the need to engage customers more effectively online to remain competitive." "

[mallorca 90] 08/12/2009 13:53

Each to his own indeed

[bluebelle] 08/12/2009 13:51

sruthan - 3 Dec'09 - 10:08 - 1136 of 1138
Robbie Burns is sticking with ALN, which is good to see :-)


I personally wouldn't put much store by that. Seems to me he simply buys momentum without much analysis and no real charting expertise. Like all of these guys, he probably makes a lot more from his seminars etc. than he does from his share dealing. Each to his own !

[yump] 08/12/2009 13:11

I suppose at some point it had to break the lower trendline and move into a consolidation of some sort, even if there's more value in it still. 4x in 6 months isn't bad. (Unless you held them as Mediasurface investor like me already Doh !

[turborock] 08/12/2009 12:57

quite a large pullback recently. Looks like support is at around this level, so let's see how we go from here...

[sruthan] 03/12/2009 10:08

Robbie Burns is sticking with ALN, which is good to see :-)

"Alterian has come back a bit but looks set for another run and still more or less trebled there."

(

[rivaldo] 03/12/2009 07:58

Here's a new interview to listen to with ALN's founder and Techrigy's co-founder:



"We're doing this interview to explore how the social media industry views social media ROI and whether or not it is a measurable function. Guy Powell, my collaborator in the podcast, is the author of 'Marketing Calculator: measuring and managing the return on marketing investment', who has made a study of the ROI question in marketing and now, in collaboration with yours truly, is bringing his knowledge to the question of ROI in Social Media.

What Guy and I are finding in our interactions is that the ROI of the two worlds, traditional marketing and social media marketing, are still very different. We are exploring the question with an open mind, documenting our findings, producing content for you our audience and as we can, we'll share our conclusions about this burgeoning subject.

The interview was long and as is a favorite process of mine, I divide the complete interview down into more digestible episodes, each around 5 to 10 minutes each.

In this episode we open with the question 'What factors do you consider when it comes to social media ROI?'

There is a lot more to the answer than is apparent in this episode, but Aaron and Mike are both suggesting that you really need to craft a strategy before you enter into social media. Once you do, you can establish result measures, albeit the measures may be both qualitative vs. quantitative (hard and soft).

Aaron and Mike both point out that there are also hard cost and soft costs. We hear that most of social medias hard costs are staff and the associated burden of staff and likewise there are hard and soft benefits. Soft benefits include tough to measure elements such as corporate goodwill.

The interview has a few pops and cracks in it, due to a technical problem (the loose nut on the other side of the keyboard it turns out) but it is very listenable."

[bloodhound] 01/12/2009 12:21

"I'll try leaving the brass lying around the kids will probably trouser it anyway."

Sounds like your'e getting away with it lightly, in my house the kids get the pounds and I get the brass!