Altitude Share Discussion Threads

[robbnw] 10/9/2018 08:52

SheepYou are right in my opinionAd p will continue to grow and add value BUT the key elements of ALT business is now the US markets and the deals they have signed That's where the growth will come And what a great time for a UK business to be earning in US dollars Martin doesn't need to be actively involved now . Nikki was recruited to drive this vehicle forward and she will. From what I can see and I hear , she is superb If the results for the 6 m are good as released on 25 sept, the share price should fly . Let's hope Between now and then maybe the last chance to buy this share at sub 100p

[middlesboroughfc] 10/9/2018 08:50

going to be super statememt on 26th imho

[john09] 10/9/2018 08:47

Good volume already. I’d expect SCSW readers to be moving any FTC and UPGS profits in here perhaps

[john09] 10/9/2018 08:40

Looks to have started moving up again. Now would be a good time to join the fun for September

[sheep_herder] 10/9/2018 08:32

nurdin and northwards, agree with both of you. Martin has now got the time to look at other applications of the total solution. Can you think of any markets outside of Promo and Print that require the Artwork Tool type of user customisation? Or perhaps the solution might be pushed into markets that just need a CRM solution linked into their production line?

northwards, I agree about the costs involved in expanding the engagement team but that will be negligible if they manage to hit the projected 9p EPS next year.

[sheep_herder] 10/9/2018 08:25

robbnw, this is a genuine question given you've agreed with stevie and he won't answer my questions. You seem to be in agreement with his last post which is confusing.

He seems to be suggesting that the facts... "leads me to believe that the customer accumulation has to become a mass exodus from other platforms" to which you agree. However, I've been maintaining that he, and now possibly you, have missed the fact that ALT's business model has changed from the original plan. Stevie still seems to talk about gaining customers, beating 4Imprint and he recently talked about visiting a site which I can only assume was the AdProducts one.

ALT originally started out with a business model of supplying their software to these small end players via the deals with Aprinta and others, and the AdProducts acquisition was part of that strategy. If you look at the 17th May 2017 RNS, it's quite clear that this was the business model they were pushing. However, that plan has since failed with the acknowledgement of the board who have, since the start of 2018 and the end of 2017, been pushing the new plan which is to partner with these larger affiliate groups and sell a combined promo goods and CRM solution.

I don't disagree that the income from the old business plan is still there and AdProducts will continue to grow in the UK but it's never going to be a cash cow. The company has long since admitted that it got it wrong and is now concentrated on the AIMPro and NAPCO deals.

Going back to Stevie's view, and perhpas your own, how will the AIMPro and NAPCO deals result in a mass exodus from other platforms? These deals are aimed at allowing AIMP and NAPCO customers to more easily sell goods via the white labelled products. The members of these two affiliates are not moving anywhere, they're just using different software to carry out their business.

My view, given his posts, is that Stevie is still thinking that the old business model is intact and that it will be a significant portion of ALT's business. My view is that this is chump change compared to the prospects for the AIMPro and NAPCO deals if they manage to onboard enough members and up the average spend.

Is that also your view or are you actually in agreement with Stevie? If so, perhaps I've missed something about the old business?

Does anyone else have a view? I wouldn't be surprised to see AdProducts being flipped within a year of the AIMPro income stream coming on.

[northwards] 09/9/2018 22:33

Nurdin - I think future overhead levels also depend on how much the customer engagement team needs to expand to support growth.

[robbnw] 09/9/2018 18:13

StephenCan not falter your thinking Agreed All we need really in the 25 sept announcement is to see real traction on salesAfter that the skies the limit Meanwhile we haven't heard from our friend BCP with his 50 p soon imho . Lol

[nurdin] 09/9/2018 17:50

The most attractive aspect of the ALTs business model from my point of view is their high operational gearing.Once the software development costs are covered all the additional revenues will fall to bottom line.More significantly the software can be reused for different markets and/or applications( NAPCO,Think Promo etc) with only minor modifications.That should see profits grow rapildly as revenues from these businesses start to flow in.

[stephen1946] 09/9/2018 17:12

Perhaps i can add, "Some chunky buys will precede the Sept half year results"

All imho, of course, but the way the deals have been set up, leads me to believe that the customer accumulation has to become a mass exodus from other platforms, fed by a general acceptance by users that Altitude have developed what a vast majority of those users consider a cheap, faultless system of obtaining the best promotional products, faster and cheaper than anywhere else.

[robbnw] 09/9/2018 15:24

I'm with you stephen. And so I am sure are most of the alt investors At least your posts are always positive Roll on 25 sept

[robbnw] 09/9/2018 15:23

? I think people here have long since realised you have lost your flock ?

[middlesboroughfc] 09/9/2018 11:23

140p target for september do me

[sheep_herder] 09/9/2018 11:21

Stephen, would that cash be generated from the printers you went to see with all those staff working around the clock or from the AIMPro and NAPCO deals? lol

[sheep_herder] 09/9/2018 11:20

robbnw, what the hell are you on about? How does a comment from me about you and manny suggesting there's been a "write up" turn into you suggesting something random about my stock picking? At least nurdin seems to get it.

[stephen1946] 09/9/2018 09:48

Would put the icing on the cake if we hear of $7m-$8m in the bank and forecasts of $18m in the bank in full year results. Still debt-free and deals galore.

Share price booming on and following 25th Sept. 2018.

[stephen1946] 09/9/2018 09:26

Whichever way you cut these forthcoming half year results, it will become obvious that Altitude have a CEO of the highest order. Altitude will be the talk of the town.

[robbnw] 09/9/2018 08:47

But does it really matter nurdin what we call it

[nurdin] 09/9/2018 07:51

It would have been more appropriate to call it a positive comment rather than a 'write up'.

[robbnw] 08/9/2018 22:48

SheepIf you need SCSW to tell you what shares are worth buying or not I'd suggest you sell up and save yourself the worry SCSW is a fan of AltHe said what we all think , ie that the share is a buy in the run up to the 25 sept half yearly result Plenty of editions he has written more This time what's there to say but BUY

[mannymif] 08/9/2018 22:42

Did the write up say “ BUY” at the end ?

[nurdin] 08/9/2018 20:19

Glad you said that rather than me lol

[sheep_herder] 08/9/2018 20:14

Blimey, you guys are going to do your nut when he actually writes more than 30 words. :-) . In summary for those not subscribed, 'NAPCO ChannlPro live; results 25th; buy'. lol . Possibly the shortest "positive write up" I've seen.

[robbnw] 08/9/2018 16:40

Yes mannymif there was a good write up in SCSW