Altitude Share Discussion Threads

[northwards] 20/2/2021 12:57

In what way ? Specifically re Fascilis

[keeninvestor1] 19/2/2021 22:34

Accrual methods of earning are different

[keeninvestor1] 19/2/2021 22:34

Different businesses north

[northwards] 19/2/2021 09:27

The jury is still out for me. Pebble announced a trading update last month that was ahead of market expectations. A few things - how come Pebb is comfortable with broker targets and we're not; secondly how come they are beating those targets. And how come Pebb can give timely trading updates and we can't. We're in the same market.

[billster2018] 19/2/2021 08:53

And yes. The company did a great job during COVID and I believe in them.

[billster2018] 19/2/2021 08:52

Chaps, I agree with the sentiment and my loyalty to the company is fairly clear to see. I either trebles or doubled my position last year. But, if we can’t get any of the real numbers, are we just buying the shares on blind faith that they will get it right? I do understand that there are certain things that they can’t talk about, although I have had to hear that on a BB rather than from the company. I still think that there is certain detail they can give. Just simple things like we are happy that with the existing VIP supplier base, we can service x % of distributor orders. Or that we hope to have x % of distributors signed up to the ACS programme. Or even more simple to share the current % of members on the ACS programme and target number in a normalised market. I M unclear why this would give competitors an advantage. I’ll look through PEBB and FOUR’s disclosure and see if they share detail.

[robbnw] 19/2/2021 07:12

Absolutely agree with you !!The company has survived the worst of COVID and will succeed I am certain30 p is a bargain imo

[keeninvestor1] 19/2/2021 07:10

Superb view NapI agree 100 percentAnd exactly re more info on figuresWith Nikki at the helm and Martin on the board I feel very confident about our future I too am glad I bought more and more

[napoleon 14th] 19/2/2021 01:17

A very good listen. Nikki knows just what she's doing.
ALT's transition to PPE reminds me of IMMO's adaptability and determination,
resulting in survival and a big future if you LTBH. That goes for both companies, IMHO.
I'm very glad I doubled my holdings when ALT were in the teens last year,
& look forward to some ATHs when we get back to normality.

While an in-depth view of the money-making process would be very interesting
to share holders, IMO it would also be to competitors.
We saw how fragmented the sector is & I'd rather ALT stayed schtum on certain
aspects - we don't want to be bought out this early, do we?

If/when Nikki pulls it off, Keen's thoughts on incentivising her properly are A-OK.
Why does Nikki remind me of Zillah Bynge-Thorne???
Now check out FUTR's 5 year chart!

[northwards] 18/2/2021 18:39

Agree, although some of that stuff will be competitor sensitive. What I was looking for was the revenue split between aim distributors, suppliers and ACS.

[billster2018] 18/2/2021 18:23

I was waiting for them to say this is what we charge suppliers, this is what we charge distributors. This is the % of distributors orders we think that we can monetise through the preferred supplier network. We have a target to onboard x % of distributors to the Acs programme. Now although we aren’t there yet, if we did hit these targets we would be generating x in revenue. All this assumes a normalised market by year end 2021.

[billster2018] 18/2/2021 18:18

Keen, I am totally with you. I have owned stock for donkey’s years and increased last year. I am a mega bill on this name, because I have done a deep dive on the business and what they do etc. But I think it would help massively if we were told some incredibly basic numbers. If I had access to the numbers, I could tell an audience of investors in 30 seconds the most important numbers ( well at least to me). These are the numbers that make is very easy to value the prospects of business, under different scenarios. I think Nikki is awesome and I think she will be great in front of clients.

[northwards] 18/2/2021 18:03

Bills. I'm with you. I can imagine Nikki is great with clients but I'm still not convinced where key financial growth and profitability will come from. I work with a data science company and anyone in this sector will know - with deep data - that's it's possible to big time monetise audience segmentation buying patterns. That wasn't even mentioned. I was really surprised by that. Yes, bravo for getting through Covid but where is the clear strategy to really push the boundaries to monetise their distributor and supplier base. On reflection, I'm a bit underwhelmed.

[keeninvestor1] 18/2/2021 17:53

Bills My view is Nikki has managed us throw the worst time since 2008 Going forward we can only grow and with MV back , I'm very positive on this company and our growth prospectsMV isn't one to let the grass growHe's got close to 11 m shares !!No one has more of an interest than him in getting the value upToday was a v good day imho

[keeninvestor1] 18/2/2021 17:51

totally disagree Were we watching the same thing lol

[billster2018] 18/2/2021 17:41

I think I know why they don’t want to give this data, but it’s pretty key. Unless I’m getting the whole thing wrong.

[billster2018] 18/2/2021 17:41

I think I know why they don’t want to give this data, but it’s pretty key. Unless I’m getting the whole thing wrong.

[billster2018] 18/2/2021 17:23

I am extremely bullish. As I can see there is a strong business here, “wind at our sales” at the start of 2020. And I guess they did explain the business model. But I still want to know some of the key metrics that no one wants to ever share. Once I have those, I can truly work out where this can go.

[billster2018] 18/2/2021 17:14

Look, I think she presents well and I think she will be great with clients. But I am none the wiser after that call. All I care about is, how much of the distributors business can and will be serviced via VIPs. How many distributors do they have and do they expect to be on the ACS programmes and what fees are charged either side on different product lines.

[billster2018] 18/2/2021 17:11

My question wasn’t mentioned.

[billster2018] 18/2/2021 17:00

My question wasn’t mentioned.

[heathrunner] 18/2/2021 16:58

An immensely disappointing presentation. Lots of navigating and pivoting but no real vision.

[northwards] 18/2/2021 16:47

My sense is this won't be an equity fund raise. Also about £500k of cash is currently tied up in the funding solutions side of the business. This will be freed up if a funding partner can be brought on board.

[keeninvestor1] 18/2/2021 16:46

Did u see in her slides where she showed how the income had fallen in 2008 and how it shot up in 2009 after the credit crunch . the figure for 2020 was the same. . Imagine the uplift once COVID is open . In 2020 , in midst of COVID in USA , we are 32p, imagine this time in 2022

[northwards] 18/2/2021 16:40

Looking at funding solutions to turbo charge the ACS offering.