||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Real-Time news about Alterian (London Stock Exchange): 0 recent articles
|cockneyrebel: I think these have always had a good product, screwed up by directors more focussed on buying and selling shares at the most opportune time for them.
New CEO and chairman at the helm, both buying significant amounts of shares well over the current share price recently.
80p would be a disappointing take out price - I'd accept a pound seeing I bought in recently and got the bulk last week at just over 50p but I was buying because I thought they were cheap at 80p recently just on valuation, seeing markets seem to be turning too.
|darlocst: I know, its great isn't it M.T.Glass! A classic turnaround story in the making.
Old board gradually being cleared out, new management in with revised strategy. FD kitchen sinking figures. Presumably final write off (intangibles, etc) coming at end of review period.
Performance in-line with management expectations and new directors buying shares before the close period yet the share price keeps going down.
Watching for now but hoping you shorters can drive the share price even lower because if new management do a good job there is going to be some great money to be made on the upside.|
The anti brand thing was a bit tongue in cheek really.
I'm quite happy to be invested in ALN, there's obviously a big market to go for, plus its trendy, plus the marketing people are always looking for an edge, or what they think is an edge.
Developing a brand is very important, I have one myself, but at the same time don't really like the way they infiltrate thinking to the extent that people buy food at 50% more than they need, just because they know the brand, when they can buy better quality for much less if they actually learnt how to buy.
I know its been going on for years, we've all 'bought into' it, I think the balance has swung too far over, but a debate for another board probably !
In terms of the social media though, companies have enough trouble trying to work out how to react to clusters of 'real-world' complaints, so I'm not sure how easy it is for them to actually decide on a valid action based on observing what people are saying about them on the internet.
I know its different, but if you observed what people were saying about a company on here, I'm not sure what conclusion could be reached and imo an action based on that conclusion could be badly misjudged.
But on the other hand, I'm not bothered about that if ALN deliver profit and share price growth.|
|rivaldo: Hi Rhuvaal. Congrats, you seem to have had a pretty good year :o)) You should have mentioned MATD earlier (or did you?)!
Not surprisingly, GKP is my current largest holding by value given I bought at 6.2p! As you say, CAR is second largest thanks to consistent topping up and share price rises. Could be an explosive few months to come given prospective news flow.
After that frankly there are a load of stocks, some of which you mention. For ISAble stocks it's absolutely NOT too late for CRE. Assuming trading continues to be good then CRE is imo undervalued by 50% or more on a P/E of 6.9 with net cash, and HVN could see similar upside in the next year given its lack of UK exposure. FSJ also looks pretty solid.
ISAble resource stocks include OMI, a gold stock which looks on the threshold of a major revaluation at 31p or so, as well as AAAM and MML, and AEX and AST are unloved oil stocks which may or may not have major upside if things go well - with hopefully not too much downside given the core asset bases. I also like SMDR and CEO amongst oil stocks, though for their solidity and value given existing production - they won't be ten-baggers!
As regards AIM, GNG's valuation is just bizarrely low imo, and it's only the (perceived) overhang which is holding it back. If you don't mind putting up your e-mail address for a little while I'd like to get in touch re GNG. You could also let me know of anything you're keen on.
PIM is very much ground floor, whilst LOQ and VLE are (I think) very undervalued for obvious reasons, despite their long-term uptrends. PMHL is also silly at less than cash and should come through over time.
Finally, MTT is completely and utterly ground floor - if there's any good news at all re their re-starting molybdenum production if moly prices rise, or if they get a settlement on their Uzbek court case which is before the UN, they will fly and could make GKP's rise look like nothing - imo this may be worth a small fun punt if nothing else as the downside is maybe 30% short-term, whilst the upside....|
|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/depreciation. Given the release of their new products I'm assuming that at some point headline profits will take a jump as the amortisation and depreciation charges reduce.
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.|
|rivaldo: With adjusted EPS of 14.4p, ALN should be rated on a P/E of say 16-18 to be on a par with their peers - and that would be cheap against sector ratings in the USA.
We can assume conservatively say 16p EPS this year.
That would give a fair share price target of say 272p imo. In the current market perhaps we could say Panmure Gordon's 237p valuation is more realistic.
The high recurring income and cash pile also warrant a much higher rating than the historic P/E of 10.|
|ls lowry: Bluebelle...
RNS Number : 8612F
20 January 2010
20 January 2010
('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
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.|
|ls lowry: 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.|
|friendzarin: Looks like your right there Blubelle.
From the IMS
'Following a promising start to the quarter several substantial new business contracts that were expected to be closed in the UK and Europe at the end of December were deferred out of the Company's current financial year by customers due to economic conditions'.
Director sells of c 1Mil were on 30th November at £1.82 when the share price was some way over £2 that timing takes them very close to smelly territory|
|rivaldo: The ridiculous thing is that assuming ALN at least meets its 2009 forecasts, in two months' time it'll be on a current year P/E of only 9 to 12 (depending on whether you use forecasts of anything from 22.5p EPS next year to 16.03p).
For a world-leading company with high recurring income, net cash and fast growth you could therefore expect another 50%-100% on the share price from here.
Especially with the m/cap now at a healthy £121m.|
Alterian share price data is direct from the London Stock Exchange