Alterian Share Discussion Threads

[cockneyrebel] 05/1/2010 16:57

Punters starting to buy for the t/s now they have put the date out - I think these are going a fair bit higher between now and then.

CR

[bluebelle] 05/1/2010 14:02

rivaldo - 5 Jan'10 - 11:35 - 1180 of 1181
And Brazil is growing like topsy.

Been looking at investing there for some time but have serious misgivings about all of the investment vehicles I have looked at. Have I inadvertently stumbled on as good a way as any, via ALN ?!!!

[applesanpears] 05/1/2010 13:09

Hi rivaldo
Some good news starting to come out now and i think that aln will now be starting to get on peoples radar.Yes panmure have come out with a 241p
target but i think this will be much higher than that in the coming months,
that is if it doesn't get taken out by then, which i hope it won't.
Anyway, enjoy the ride.

[rivaldo] 05/1/2010 11:35

Many thx apples, good to see Oanmure reiterating their 241p valuation.

That South American win you've spotted looks terrific! Look at the potential client list....Nestle, Mercedes Benz and Fiat...this is something that could have been announced as an RNSNON imo. And Brazil is growing like topsy.

Good to see today's rise - the first of many prior to the update I'd hope.

[applesanpears] 05/1/2010 10:14

youDb Selects Alterian Technologies to Improve Delivery of Marketing Campaigns for Clients



Leading Brazilian Service Provider Implements Alterian's Marketing Technologies to Drive Effective Campaigns and Improve ROI for Customers



New York, January 5, 2010 Alterian (LSE: ALN) the leading international integrated marketing platform provider today announced that Brazilian database marketing firm youDb has selected its marketing technologies to help drive effective campaigns for its clients. youDb has purchased Alterian's Selection Planner, Analytical Reporting, Campaign Manager and Data Discovery and Visualization products to improve the quality of marketing campaign delivery for clients.



youDb is one of Brazil's foremost intelligent database marketing companies responsible for changing the role of marketing for many organizations in Latin America. youDb has worked with a number of organizations in the Brazil market who are leaders in their space including Nestle, Mercedes Benz and Fiat.



"Businesses in Brazil are increasingly beginning to recognize the importance of well targeted and measurable marketing campaigns to help drive engagement with customers that results in dramatically improved sales," said Leonardo Barci, Chief Executive Officer, youDb. "Brazil is one of the fastest growing economies in Latin America and businesses need to get their customer engagement right to capitalize on these huge opportunities. Through the use of the Alterian platform, we can help our clients have the right conversations with the right people and turn prospects into paying customers."



youDb will be using the following Alterian technologies to implement campaigns for its client base:

* Selection Planner: Designed to improve the results of marketing efforts by refining the selection and communication to targeted segments and providing more engaging and relevant offers to customers and prospects.
* Analytical Reporting:Combining the benefits of static business reporting with the interactive nature of analysis to provide insightful analysis across the business.
* Campaign Manager:Enabling agencies to carry out working segmentation across millions of prospects and customers to ensure the best-fit prospects are delivered the most suitable campaign possible.
* Data Discovery & Visualization (DDV): Allowing businesses to visualize a wide variety of patterns and relationships within customer data in a dynamic manner.



"South American businesses have very quickly begun to realize that improving the targeting of their marketing campaigns can have a huge impact on their bottom line," said Michael Fisher, Senior Vice President Sales & Marketing, The Americas. "The Alterian platform adds a layer of visibility and flexibility to organizations marketing efforts, helping them to understand their customers and subsequently increase the impact of their communications."

[rivaldo] 05/1/2010 09:27

RNS out - trading statement due on 19th January. Could be a decent run-up before then in anticipation.

[cockneyrebel] 31/12/2009 11:11

Happy New Year to you too Rivaldo - chart looking better and better here - reckon there will be a test of that high before the IMS in my opinion.

CR

[rivaldo] 31/12/2009 10:23

:o)) Samenic, just not been around too much - and preparing for tonight!

As CR says, only a few days until the IMS. Judging by all the signals it should be something to look forward to.

Happy New Year to all here. 2009 was rather good, and if ALN remain on track for 20p+ EPS then I can see at least 50% growth from here next year given the excellent defensive characteristics.

[samenic] 30/12/2009 17:38

yep,thanks for the heads up...rivaldo must be on holiday.

[cockneyrebel] 30/12/2009 15:37

Interim Management Statement was on Jan 12th last year and as they have to be around about the same time each year and they have to put one out by stock exchange rules then Monday week or there abouts looks the likliest date imo.

Not long then, about 6 full trading days.

CR

[cockneyrebel] 24/12/2009 09:44

yep, feels like a bit of good news around somewhere.

CR

[nurdin] 24/12/2009 09:16

Looks like a good half day ahead here :o)

Merry Xmas all...:o)

[rivaldo] 24/12/2009 08:28

Mentioned in the FT:



"Broker sees Alterian as 'compelling'
By Bryce Elder

Published: December 24 2009 02:00 | Last updated: December 24 2009 02:00

Analytics software maker Alterian rose 6.6 per cent to 186p on the back of Panmure Gordon "buy" advice.

Alterian's combination of management and social media monitoring makes for a "compelling game-changing offer," analyst George O'Connor said.

He also saw the stock at a 25 per cent discount to sector peers such as Autonomy."

Merry Xmas to all ALN'ers!

[rivaldo] 23/12/2009 14:14

More on that broker upgrade:



"BROKER CALL: Panmure raises Alterian price target
23 December, 2009 08:58:02 AM

Broker retains its buy and raises its valuation by 3p to 242p. Broker adds: 'In 2010 we foresee greater demand for software that enables companies to sell more effectively. Our attendance at a recent Alterian customer showcase convinces us that its portfolio is attuned to this changing demand environment. Alterian's combination of analytics, cross channel campaign management, content management, and social media monitoring makes a compelling game-changing offer. While part of Alterian's software portfolio goes head-to-head with SDL and Autonomy, there is no contest on valuation - Alterian is trading on a 25% discount to its peer set and a 29% discount to our target price.'"

[rivaldo] 23/12/2009 12:34

Bluebelle, I know what you mean, but you're being a bit unfair. I assume they've simply changed one of their assumptions re tax or whatever and it's had a small positive impact. If anything one can assume that such precision is at least based on a specific set of calculations rather than plucked out of the air!

The overriding point is that the broker is so confident only just prior to an IMS/trading statement. One would hope the company have been quietly confident in their guidance...

[cockneyrebel] 23/12/2009 11:24

More than a fun fair, it's a winter wonderland :-)

Panmure lifting their target here is bullish imo.

And still 60p from the target too.

CR

[nurdin] 23/12/2009 10:43

We are off to the fun fair :o)

[cockneyrebel] 23/12/2009 10:33

Interim Management Statement due Jan 12 - only 11 trading days till then.

CR

[sruthan] 23/12/2009 09:37

That's good and should help start the next uptrend for these. Only one trade (a buy) today so far which was put through plus markets:

Trade Date Time Price Volume Type Consid.
23/12/2009 08:56:53 177.00 10,000 O 17,700.00

[rivaldo] 23/12/2009 09:21

Two bits of good news today:



"Panmure Gordon...has a buy for Alterian, raising target to 241p from 239p"

And Shares Mag has ALN as one of its tips for 2010:

[nurdin] 21/12/2009 09:12

This looks quite positive for their strategy in the Asia Pacific region :

[rivaldo] 19/12/2009 08:08

Agreed - and well over £2 too.

This reads well, particularly the "huge momentum":



"Alterian Rated as A Strong Performer in Cross Channel Campaign Management by Independent Analyst Firm

New York, December 18, 2009 Alterian (LSE: ALN) the leading international integrated marketing platform provider today announced that it has been rated as a Strong Performer in The Forrester Wave™: Cross-Channel Campaign Management, Q4 2009 (December 2009) by independent analyst firm Forrester Research, Inc.

The Forrester Wave states that, "...changing consumer behavior and the overall ineffectiveness of traditional marketing programs ensure that basic campaign management tools are set to go the way of the dodo. Marketers are therefore looking for cross-channel campaign management (CCCM) solutions that support highly personalized and relevant communications delivered across a variety of highly interactive channels and that enable optimization, channel integration, and institutional memory of the customer."

Alterian was one of five marketing specialists – organizations that, "...focus entirely on the needs of the marketing organization" – out of the 11 CCCM vendors evaluated. Forrester examined 91 criteria of the CCCM vendors and noted that recent acquisitions – Mediasurface in Web Content Management and Techrigy in Social Media Monitoring – have "...transformed Alterian from a traditional direct marketing vendor into a broader marketing technology generalist."

"Alterian has witnessed huge momentum behind its marketing platform in the first half of this financial year securing 150 new end users and 17 new Partners, including marketing agencies and system integrators as well as marketing services providers" said David Eldridge, Chief Executive Officer, Alterian. "Our product strategy has evolved to meet the changing needs of customers who have recognized that traditional marketing programs no longer deliver the kind of return they need. The breadth of our capabilities is now a huge strength with clients increasingly acknowledging that our product and corporate direction is set to deliver even more value to their organization.""

[cockneyrebel] 15/12/2009 16:48

Agree, turning up here.

I'll be amazed if these are not over £2 some point in Jan.

CR