Alterian Share Discussion Threads

[sruthan] 21/1/2010 11:01

Good to see Robbie Burns has some confidence for a near term recovery here:

"Alterian came out with a surprise warning (Surrrprise!) - usually I'm quite quick off the mark selling fast on a warning but I missed the 165 on offer as I was watching Peppa Pig with Christopher. So I ended up selling half at 155 instead but still a £775 profit banked on the last position. I stay with the rest where even after the warning the profit is £4,500! Looks like the fall is going to become overdone and it'll shortly be a good time to buy it back. Just a question of locating the bottom (ooh er missus)."

[bluebelle] 20/1/2010 15:40

Don't know if anyone else has noticed but Matchstick Man is on the wrong thread again.

[ls lowry] 20/1/2010 14:52

Bluebelle...


RNS Number : 8612F
Cinpart PLC
20 January 2010

?
20 January 2010
CINPART PLC
('Cinpart' or the 'Company')
Statement re: Share Price Movement
The directors of the Company ("Directors") note the recent movement in the
Company's share price together with
certain press and bulletin board
speculation.
Further to the announcement made by the Company on 22 December 2009 the Company
can confirm that Active Energy, a subsidiary of the Company, is now in advanced
discussions with a subsidiary of a UK focused blue chip energy supplier
regarding a memorandum of understanding relating to the development of new
markets for the VoltageMaster product. To the extent that these discussions are
successful a further announcement will be made by the Company.

[turborock] 20/1/2010 12:55

Can we try and keep this on topic, instead of ramping other companies?

[rivaldo] 20/1/2010 12:52

Not for long - watch for the bounce :o))

[ls lowry] 20/1/2010 12:49

Bluebelle...

LOL

Cinpart up again 11% today thats 100% within a few weeks on the back of institutions piling in. Why wouild they do that? Well the Daily Express indicated today a mjor contract win soon.

In the meantime ever lower here!

[mrmerkin] 19/1/2010 21:43

I'm guessing Blackrock are hurting after todays drop. It would also be good to see the directors buy back in now to add some confidence.

[rivaldo] 19/1/2010 19:46

"In small caps Alterian fell 34.8p to 155.47p to a four-month low after the marketing software provider said it will need strong revenue from the US in the fourth quarter to meet market expectations for the year.

Panmure Gordon analyst George O'Connor maintains a 'buy' rating on Alterian, cuts his target price to 231p from 241p."

[rivaldo] 19/1/2010 19:08

I see we had a small bounce this afternoon. More to come imo.

OT : I think LS Lowry's posts speak for themselves sufficiently.

[ls lowry] 19/1/2010 18:48

What funny posts but guys it aint funny being a holder here is it! As for Cinpart up 700% last year and up over 60% since December I am not the fool. Further to go on Cinpart as well Eddsion indicated at some stage someone may bid for Cinpart. Eddison has a target price of 54p for Cinpart and with the share price at 19p now you can see where the upside is.

Mock me as you will the facts speak for themselves.

[jane seymour] 19/1/2010 16:31

'But technically a hold is a sell ' Possibly the funniest thing Ive read so far this year , surely the definition of hold is to maintain ones position as an improvement is expected in the medium or long term. Thank you for cheering me up Mr Lowry, perhaps you should concentrate on painting those matchstick men properly....

[yump] 19/1/2010 16:27

I love the buy on bid rumour bit re: Cinpart.
You'd think these people would at least go to deramping school first.
I mean they are showing themselves up next to the rampometer folks.

Its no longer a bid rumour is it once you've announced there is one, so its pointless to buy on it. What a nomark.

[shuisky] 19/1/2010 14:54

Does anyone know who are this companies key competitors?

[smarm] 19/1/2010 14:50

LS Lowry - a hold is a hold a sell is a sell, the two things are quite different in terms of broker 'advice'. Rather obvious you are short ALN...good luck with that.

S

[rivaldo] 19/1/2010 13:43

The soon-to-be historic P/E will be just 11 or 12 - and the current year P/E only 8 or 9.

Strip out the cash pile and that falls further.

Plus the recurring income, blue chip client list and growth prospects all merit a premium rating.

Wait for the rebound.

[ls lowry] 19/1/2010 13:32

But technically a hold is a sell. Its moved from a but so its a sell. Historic PE is far too high further downside imo.

The market agrees.

[mrmerkin] 19/1/2010 10:48

Per Hoodless..at least not a sell.

Alterian (ALN, 191.75p, £112.29m) Q3 update confirms continued strong trading with revenues up 21% (17% on constant currency), taking year to date revenues up 29% (24% on cc basis). Q3 was boosted by some contracts in the USA being completed early, encouraging growth in other international territories offsetting flat numbers from the UK & Europe which saw contracts deferred – some till the new financial year. The slippage in UK and Europe will now require continued healthy growth from elsewhere for the group to meet market expectations. Assuming slight slippage to £9m PBT with 14p EPS the group is sitting on 14x PER about to go historic, with modest growth expected for the following year. Given the slight caution we move the share to a HOLD from our Buy, last iterated at 129.5p on 23/07/09.

[rivaldo] 19/1/2010 10:04

Love it - one-liner garbage AND a ramp :o))

[ls lowry] 19/1/2010 09:59

This is a good short and Cinpart is a good buy on Bid rumour.

[yump] 19/1/2010 09:24

They're basically saying that the US will have to go some to make up for UK/Europe, in order to meet expectations. So if expectations are over the top, its not so good, but if they were fairly modest perhaps not such a bad state of affairs.

Plus it probably depends on whether we are in the early stages of a proper economic recovery or not. Cutting back and delaying projects continues into the start of recovery for a lot of companies, especially if they are still having some trouble raising funds.

[kab7] 19/1/2010 09:09

Rivaldo, I think the bounce you talk about may be a while off.

[rivaldo] 19/1/2010 09:02

I agree about the director sells - in some cases they don't matter at all, but here the timing will have left the buyers feeling a bit peed off!

ALN's inference is that on 30th November ALN everything was tickety-boo, and it was only the Q3 closure period which spoiled things. I can see that argument. Tt doesn't entirely get rid of the smell though.

Overall I feel that some - including institutional and US investors - will see this as a buying opportunity too good to miss to buy in size. I fully expect a bounce at some point.