Altitude Share Discussion Threads

[john09] 27/11/2018 19:24

Zero content in your post

[stephen1946] 27/11/2018 18:24

I was at the presentation and i would start with, "The King is dead, Long live the Queen"

Alt has to be able to sell itself and project an outgoing image that sells the company, if you expect any companies to come knocking at your door asking you to sell their products for a fee. (project their image successfully, if you cant do that for yourself, why should they think you can do it for them)

Alt has a pocket Dynamo projecting their image now, Nikki is fantastic, to start with she is very plausible, very outgoing in an extremely modest way, Nikki is concise and understands the Market, a most impressive presentation, with numbers to match. Martin Varley was nowhere in sight, yet Alt was presented in such a comprehensive way, nobody asked "Where is Martin Varley" that is a quite outstanding development. Not that Martin Varley had been forgotten, how could anybody forget the, Promotional products king, but the fact that any worries that Alt would suffer without Martin Varley being at the helm, in control, pulling all the strings. The question did`nt arise because the presentation was given by a giant, mark my words, our C.E.O. is very impressive, knows what she wants and will succeed. Sufficient to say, she has also employed a USA team of boundless energy and ideas, some of which were present today at the presentation.
i dont do numbers, at this stage, Alt is still very much an embryo, but the promise is delivering, i would also expect others to be very interested in Alt.

The credentials of our new Board member are to say the least, "Remarkable, a shaker and mover" Alt has arrived, imho.

[northwards] 27/11/2018 17:04

I suspect Nichole is in London to raise some funds

[john09] 27/11/2018 16:44

10% in 2 days not to be scoffed at

Update fantastic

Downtrend turned

Plenty commentators at that event today Stockpedia etc so expect follow up action

[tallprawn] 27/11/2018 16:20

I was at the presentation earlier - Nichole come across well and has plenty of energy and passion for the business model.They're making good progress with customer engagement however they will need cash soon - The current burn rate is higher than I'd of hoped. The quicker they sort this and take this potential uncertainty away, the better.Those that I discussed the presentation with afterwards agreed on this also - Excellent potential here over the next couple of years overall.

[homebrewruss] 27/11/2018 14:16

john09,
yes, would be good to get the new slides, the previous presentation on the website is pretty old now.

Also the presentation is being filmed by PI world so hopefully they might put it up on their website in due course.

[john09] 27/11/2018 14:13

Here and there whoever it is, still posting on twitter. Many posts check them out !

[john09] 27/11/2018 14:12

A bit mad I didn’t go to the presentation in the end. Judging by the tweets. I’ve asked for the deck. Maybe they will provide...given I paid for a ticket

[robbnw] 27/11/2018 14:08

Wow , now that John is something to think about .

[john09] 27/11/2018 13:48

Turning blue . On volume.

[john09] 27/11/2018 13:41

Fantastic few posts on twitter. 2020 EPS over 20p ? You can see why Torch have triggers at £3 £4 and £5 .

At £5 PE would be a forward of 25 come January if EPS of 20p is expected in 2020

[homebrewruss] 27/11/2018 13:30

First positive Mello feedback via twitter:

[john09] 27/11/2018 13:27

Anyone at Mello? Thought someone would be posting by now .

[robbnw] 27/11/2018 13:16

John / guys Me too Loved the RNS Loved the New NED And LOVED the updated figures Ive added a few more .Superb value at this price, and I've quite a few

[northwards] 27/11/2018 13:01

This update looks good to me.

Worth remembering the $9.9m September figure on sales order value was for a 16 week period to 16 Sept.

Today's $13.4m figure was for a 9 week period up to 18 Nov.

I'd expect with another 7 weeks of trading the sales order figure will grow to at least $23m.

Feels like we have finally got some momentum and early signs of proof of concept.

[john09] 27/11/2018 12:34

Encouragingly I think regardless of today’s price action, the trend is turning

[john09] 27/11/2018 12:28

I thought the RNS today was excellent . The broadly in line part isn’t ideal but that’s for this current year which is almost over

[northwards] 27/11/2018 12:25

4 buy trades in last 10 mins or so ... hopefully a good omen on her prez.

[john09] 27/11/2018 12:20

I didn’t go to Mello in the end. Busy day my end and when I read the RNS I thought it was a good update and I had no questions.

Judging by the schedule I had she’s just finishing talking so hopefully someone there will post an update and hopefully we may see some volume and price action now

[busraker1] 27/11/2018 11:18

I thought this bit was important if you're in to doing forward eps projections....

Gross Transactional Revenue

The current blended 12-week average transaction fee rate for our AIM member control cohort is 2.4% of sales order value (sourced through contracted suppliers), which is in line with management expectations of 2.3% at this stage of our monetization.

Penetration of total sales orders by the currently contracted suppliers to the platform is approximately 33% for the control cohort, again in line with management expectations. We expect transaction fee penetration of sales orders will increase as the contracting of suppliers continues to rollout.

What do you interpret that to mean for the future % fee rate?? :-)

[thebigshortfella] 27/11/2018 08:05

Keith Edelman looks like a heavy hitter. Interesting. I wonder what he is going to be up to specifically...

[john09] 27/11/2018 08:00

Opened at 89p

[homebrewruss] 27/11/2018 07:49

Yes and gives them more detail to talk about at Mello today. Hopefully a new presentation will become available too.

[allstar4eva] 27/11/2018 07:46

I wasn't expecting an update but good to see confirmation that revenues are now flowing and the business model is working and gaining traction.