Altitude Share Discussion Threads

[northwards] 27/10/2017 14:58

Yes, should get a mention/update given recent half year results and partnership news.

[rem108] 26/10/2017 16:57

RE : RNS , Platform securities seems to have added.

[bpc10] 24/10/2017 19:01

Ramped to death this one - be careful imo

[robbnw] 24/10/2017 18:18

All starting to look good

[middlesboroughfc] 24/10/2017 17:38

Altitude Group PLC (LON:ALT) Rating Reiterated by FinnCap 105p

[thebigshortfella] 24/10/2017 14:50

northwards - so please tell me what it says, apart from stuff that you don’t want to hear?

Any thoughts on that webinar slide I posted? Anything?

[northwards] 24/10/2017 14:37

Big - the fact that you don't have a position in ALT, yet spend so much time painting a negative picture on this thread, says it all.

[thebigshortfella] 24/10/2017 14:25

Stephen1946 - it’s not being bitter, it’s about critical thinking skills & not looking for confirmationary evidence that the longs here all seem to be suffering from...

I am holding off saying what I really think about ALT - basically not far off from what you were saying a few months ago...

I do not have a trade running on ALT but I am allowed an opinion - something that the longs on this board seem to misunderstand.

Or is this the ALT long only board?

In fact, I would argue that my opinion is less biased as I do not have a trade running.

Why is it that market doesn’t seem to react hugely positively to ALT’s RNS’s?

[stephen1946] 24/10/2017 14:07

Tbsf, the posts grow more bitter, why? It is after all, but a share. Its not the onset of ww3.

You are so bitter you just cannot see the progress. You are seeing the footings being put down, the commencement of the reality of what will happen. This latest deal is real confirmation of the worth of Nichole Stella presence in the US and her capabilities, a small fry deal, yes, but in the biggest pond. The next deals will be bigger, i dont know any more than anyone else, but common sense tells me this.

[soulcatcher] 24/10/2017 13:20

Lol 3 million turnover ... because an incremental revenue stream is going to set the world alight !

[rem108] 24/10/2017 12:52

Good RNS:Altitude Group plc (AIM: ALT), the operator of a leading marketplace for personalised products, is pleased to announce a new two year Channl enterprise partnership with Drummond Press Inc ("Drummond") of Jacksonville Florida USA, one of the largest and fastest growing managed print services groups in the south eastern United States, incorporating established current promotional products revenues of circa $3.0 million

[northwards] 24/10/2017 10:18

Another reflection - Drummond are small ... that could be an advantage as they may be more motivated and focussed to see this partnership succeed as opposed to a much bigger 'player'.

[nw99] 24/10/2017 08:40

Yes it will

[northwards] 24/10/2017 08:19

When the market sees revenue evidence of these partnership agreements, the share price will spike - dramatically I suspect. The question is when?

[ayl30] 24/10/2017 08:17

So 3.5m x 60% x 20% = 420k.A long way short of 43mAnd that assumes high royalty and ongoing recurring revenueSorry not trying to pick a fight with them but I just don't get ALT as a share, good luck to holders but I won't be buying back in

[nw99] 24/10/2017 08:16

Since Sept we have had 3 RNS things are starting to look bright here

[nw99] 24/10/2017 08:10

Fin cap is talking about the whole market.
I see the resistance on the chart at 80 hold till that level

[ayl30] 24/10/2017 08:06

Nw99. The figures do not make sense230000x3%x515=3.5m

[nw99] 24/10/2017 07:42

Take up is obviously what everyone is waiting for. Finncap gives an illustration when they say that based on 230,000 sites, 3% sites in use and a spend per transaction of US$515, the total transaction spend equates to US$43m. Assuming Altitude’s commission was 20% of the revenue received by the supplier, which in turn is 60% of the transaction value, Finncap’s model therefore assumes 12% of transaction value accrues to Altitude.

[nw99] 24/10/2017 07:38

Peter Hallett, Executive Chairman of Altitude, commented: "We are delighted to have been chosen by Drummond to provide our unique Channl technology and supply chain offering. Establishing this new partnership with Drummond, a fast growing and forward-thinking provider of managed print services demonstrates the attractiveness of our Channl and existing CRM and order management solutions as a free and compelling leading edge technology solution for businesses for whom promotional products represent a substantial revenue opportunity."Like the last line that's what we are looking for . More of these to come plus the big one .

[ayl30] 24/10/2017 07:21

Rns sounds good but as a reality check how much are ALT going to make. Ave purchase level of these customers is not high and ALT will only be getting a loyalty payment. Unlikely this will be more than 5%at most?. Have previously held here but sold out as I could not see how they were going to make real money long term - this sort of confirms my viewBest of luck to all holders