Altitude Share Discussion Threads

[john09] 02/2/2019 19:03

I’ve got half of this board on filter. As I’ve said before I’m hoping for an influx of better quality private investors as we get traction here

[stephen1946] 02/2/2019 18:59

Rob is a harmless, Gentleman of the first order. One might say, an `Easy` target.

One or two on here suffer from Sophomania.

I think we will see how well connected Nichole really is, as each update produces improving numbers. Martin was in a class of his own in building Four in the State`s. Nichole has a distinct advantage learning her trade in the State`s, then watching Martin for a couple of years.

The presentation was like watching Martin, Nichole has the presence and the knowledge.

[kemche] 02/2/2019 15:47

Why do people have to call out shysters?
It's all just too terrible.
And I have taken it upon myself to take umbrage on their poor behalf.
It's only right.

[john09] 02/2/2019 13:16

I have revoman on ignore a long time. He is a bitter loser on pretty much every discussion board he posts on , he only follows SCSW stocks and has huge losses on most of the chuff he follows! As for Sheep he is also on ignore 👍🏼😂

[robbnw] 02/2/2019 09:01

Why do people on here have to be so personalCan we not chat about the stockJohn is a good follower and supporter of ALTI say leave him alone and let's concentrate on the great story about our share

[sheep_herder] 02/2/2019 08:55

Revo, lol you spotted that too.

[robbnw] 01/2/2019 22:43

Stephen probably But I am hoping for a few majors Maybe fidelity or prudential or M and G Who knows Got to be some decent holdings or else where have the extra shares gone

[stephen1946] 01/2/2019 22:06

New Investor`s? I would imagine the Institution`s that hold Four will be very interested in Altitude, after all 2-3 of them know M.V. very well, and have been well rewarded. Dont be surprised to see them on the holding`s RNS eventually, if not now.

[robbnw] 01/2/2019 22:00

I have been waiting patiently I reckon Monday we will find out all those at over 3 percent Northw

[northwards] 01/2/2019 21:53

New ones I believe

[kemche] 01/2/2019 21:15

If the forecasts are even half as good (or even a quarter as good) then we may have something quite unique here.

[robbnw] 01/2/2019 21:08

Who are they north ?I am assuming the same

[northwards] 01/2/2019 20:23

I think we can expect a pretty decent and comprehensive update in SCSW next weekend, as suggested. I also understand that we now have some impressive new institutional shareholders.

[robbnw] 01/2/2019 20:14

Think Shell was talking today of a share buy backNot just failing companies Sheep But either way would be good

[stephen1946] 01/2/2019 20:03

Re-invest in the company and acquisitions from here for me.

I would prefer a scrip issue at some point if share price rises, some say that is dilution, i say it increases liquidity, AND if I get 2.3 shares for each share held and price rises, happy days. Keep buying.

[sheep_herder] 01/2/2019 20:00

I'm sure if MV was asked, his "no" would have been for that point in time. Cash rich companies give dividends. Share buy backs are for failing companies trying to support a falling share price :-)

[robbnw] 01/2/2019 19:44

Good points sheep as always I agree re SCSWWe all take our own decisions As for ALT and dividends , I remember MV been asked that question at the last AGM and it was a resounding no What may happen though is a share buy back when the company becomes cash rich I reckon I won't be arguing about a dividend or a buy back

[sheep_herder] 01/2/2019 19:38

To be fair to SCSW, they're only as good as the rest of us. If you follow them blindly without doing your own research then more fool you. But however bad a few of their picks have been you can't argue with the performance of their growth portfolio's. It has also been a pretty shocking year in 2018.

But let's look forward to the end of this year when we'll have a much better view of how things are panning out for ALT. It's worth remembering that the broker's view is 16p next year on very conservative estimates. Multiply that by a sensible PER and I'm not sure you'll have to wait long for that £3.

Does anyone have an experience with high margin cash generating companies in terms of dividends? How much of the free cash flow might they divert to paying a divi?

[robbnw] 01/2/2019 19:07

I'm still a SCSW subscriber but cautiously now and haven't bought a single nap tip this time Too many bad losses from their tipsI'm sure they will mention ALT They need some wins

[john09] 01/2/2019 19:06

We may see a short term run (February) to £1.10 by my calculations

[thebigshortfella] 01/2/2019 18:58

john09 - I agree. I am no longer a subscriber but, regardless, a decent write up may initiate some buying. Things are looking interesting.

[john09] 01/2/2019 18:47

SCSW out in a week too, they’ll no doubt belatedly cover the sales funnel traction plus the AIM buy out. I notice a bit of wind returning to SCSW stocks in January including their tips of the year so despite recent reservations a positive update could get us another step up