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Share Name Share Symbol Market Type Share ISIN Share Description
Altitude Group Plc LSE:ALT London Ordinary Share GB00B0LSFV82 ORD 0.4P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.50 -2.6% 18.75 18.50 19.00 19.25 18.25 19.25 208,274 13:41:38
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 6.6 -2.8 -4.4 - 13

Altitude Share Discussion Threads

Showing 11826 to 11850 of 12250 messages
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DateSubjectAuthorDiscuss
12/5/2020
06:41
Alt is all about your guess estimate of March 2022 estimates. Half what they were to make to March 2021 and put on to March 2022. Stocks move on the 1st derivative. The less bad. Ppe sales makes it less bad, Covid is itself less bad, economy is less bad. So the multiple expands. I think March 2022 could be 6p. remember last 2 quarters showed good kpi's. Need another like that for end March 2020 - strip out the cash and we pay circa 4.3* Forecasts for March 2021 were 8p. So halved and added some for it being a year out. Same assumption re 4 imprint and you pay 22* and Filta just moved in 3 days from pe of 10 to 25. Same assumption. Multiples expand at this point of the cycle (and then look expensive) as the market discounts eps recovery. Given speed of unlock and as we understand what Covid is and is not I am not sure halving one year forward eps estimate is not conservative.
kenelmthomas
12/5/2020
06:35
Alt is all about you guess estimate of calendar 2021 estimates. Half what they were to make to match 2021 and put on to March 2022. Stocks move on the 1st derivative. The less bad. Ppe sales makes it less bad, Covid is itself less bad, economy is less bad. So the multiple expands. I think March 2022 could be 6p. remember last 2 quarters showed good kpi's. Need another like that for end March 2020 - strip out the cash and we pay circa 4.3* Forecasts for March 2021 were 8p. So halved and added some for it being a a calendar year (9 more months) not sure aggressive. Same assumption re 4 imprint and you pay 22* and Filta just moved in 3 days from pe of 10 to 25. Multiples expand at this point of the cycle (and then look expensive) as the market discounts eps recovery. Given speed of unlock and as we understand what Covid is and is not I am not sure halving one year eps estimate is not conservative.
kenelmthomas
12/5/2020
06:20
Listen to the Bank of America Chairman interview - US unlocking fast. Telegraph interview from Head of Mount Sinai hospital that was see centre of Covid New York now saying surplus capacity, over the worst & back to work. State of Georgia very liberal unlock 18 days ago - 11 to 4 days after incubation period new cases very very modest 4 yesterday. Look at excess death data from Covid over other flu periods. Long ramble but is is unlocking fast. It gets absolute and relative risk and can contextualise Covid.
kenelmthomas
11/5/2020
16:45
Remmeber also that the US under Trump will be pen for business much faster than UK . Great for ALT . Trump no choice if he wants to stand a chance of re election
robbnw
11/5/2020
15:41
So U.K. government now advising wearing face coverings in enclosed spaces. As are pretty much all Europe's governments. More momentum for the promo industry as it pivots to ppe.
northwards
11/5/2020
13:30
You are right Manny and no way is Nikki going to be happy with less than her options , she works at an intense pace , like Martin did before her and she will get there . Those doubters can doubt all they like but we will see . Glad I bought more at 17 p
robbnw
11/5/2020
10:19
Manny that target for management was set in different times and I think may need reviewing in the current environment. I would be happy at ALT getting over the 100p mark this year.
seangwhite
11/5/2020
10:11
hxxps://www.marketscreener.com/ALTITUDE-GROUP-PLC-4005626/news/Altitude-Director-Dealing-Issue-and-Exercise-of-Options-26721050/ her last strike price is actually 300p
mannymif
11/5/2020
09:16
manny- last strike prices of nikki what's that please?
ali47fish
11/5/2020
08:31
graph looks great, just getting back to look at ALT
qs99
11/5/2020
08:28
I would think £3 is the minimum target. Also, look at the strike prices of Nikki’s options. I think the last tranche is £2.50.
mannymif
10/5/2020
22:41
Don't see major shareholders selling out below £3 a share Time will tell
robbnw
10/5/2020
22:39
Totally agree Manny
robbnw
10/5/2020
22:28
I think that most of us are on the right track if we combine most of the most recent views. The company proves the business model to the market. The share price moves back towards 100p, in the background work feelers are being put out to join Nasdaq and when the share price is higher, moving to the U.S. exchange moves the price SUBSTANTIALLY higher. At this point longer term major shareholders look at taking some profit. Finally , without a shadow of a doubt, Martin Varley is a stand up decent guy.
mannymif
10/5/2020
21:39
Thanks HomeB as the idea does make sense with ALT being a US focused business and the AIM listing is not the most satisfactory market for such entities.
seangwhite
10/5/2020
18:47
Homebrew - thanks for that fella. Much appreciated.
thebigshortfella
10/5/2020
18:41
Maybe the plan longer term but for now its a case of showing the business is working in the new world of CV19.
seangwhite
10/5/2020
17:54
Tbsf, GAN is worth looking at in this respect. They completed their move to Nasdaq about a week ago and started the process around the beginning of 2020 although they had slowly been lining up their ducks before that.
homebrewruss
10/5/2020
16:58
Manny - hope you are well. The idea to move the Nasdaq makes complete sense. Do you know how long approximately it would take for a company on Aim to move to the Nasdaq? Tx.
thebigshortfella
10/5/2020
15:30
a bit about how Covid-19 is affecting the sector htTps://www.ii.co.uk/analysis-commentary/amazon-promotional-materials-long-term-buy-ii511599?utm_source=IBMW&utm_medium=email&utm_campaign=ii_weekend_round_up_newsletter_090520&utm_content=&spMailingID=9363831&spUserID=MTIxNjc2NDIwMjYzS0&spJobID=1511209059&spReportId=MTUxMTIwOTA1OQS2
davemac3
10/5/2020
14:31
Branded face masks is a massive new market ... as an example; https://twitter.com/shaymantim/status/1259474833282400256?s=21
northwards
10/5/2020
14:05
Thanks for that link northwards hTtps://www.linkedin.com/pulse/thoughts-being-imperfect-leader-martin-varley is a workable link. Obviously a totally dedicated and hard-working man. What stands out, from the comments, many of which are in effect testimonials is how respected he was, by peers, employees and most importantly ( for me ) customers. Varley’s comments on the new CEO are encouraging. Anecdotally my youngest son’s best friend runs an internet based retail business, although not directly comparable to Altitude he sells the majority of his products from Chinese sources. Covid-19 caused a temporary huge slump in business, but things started to improve significantly 6weeks ago and currently weekly turnover is up to 120% of precovid levels , they are rushed off their feet and have actually increased their workforce from 5 to 7 That said, the best of ‘British’ to anyone investing in these times. Stay safe S
sweenoid
10/5/2020
10:43
Worth going on the comments section and look at MV's reply to Nikki. He clearly sees aim smarter becoming the dominant force in the US.
northwards
10/5/2020
08:27
Had read itSuperb And answers those who doubted him That said I'm sure it won't satisfy those that don't want the real answers Nothing will except their secret desire to see ALT fail so they can reassure themselves that they were right to get out They will be proven wrong in the long term
robbnw
09/5/2020
23:26
I've only just stumbled across this. A very honest and heart-felt piece by Martin Varley on why he stepped away from Aim Smarter. Well worth a read, from every angle: https://www.linkedin.com/pulse/thoughts-being-imperfect-leader-martin-varley
northwards
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