Altitude Share Discussion Threads

[napoleon 14th] 08/9/2021 12:31

My online reaction to the report:
More positive
Undervalued
&"Great overview. Nichole is obviously ahead of the game & the prudence shown in the pandemic is well balanced by future growth plans.
If ever more capital were needed, especially to expand the company, shareholders would appreciate being prioritised by an open offer!
That's from one who has been in since 2016 and built a LTBH position in '18/19/20, much of it still underwater by 29% overall, but HEY!,
as Bojo said, no one had the pandemic in their 2018 manifesto!... I've made cash on occasional trades so it balances out. If you raised capital, I would hope it's based on a much higher share price...
Also, these very comprehensive financials, and analysis thereof, restore a lot of confidence as we understand events far better now.
All the best!"

[napoleon 14th] 08/9/2021 11:33

Here it is (you might have to register?):
hxxps://www.investormeetcompany.com/investor/meeting/preliminary-results-1

I'm very confident about the long term, but there might/will be bumps in the road.
This company isn't just surviving; growth plans are implemented so rewards should come.
Nikki is a very slick lady & her experience shows very positively - defo a winner.

[robbnw] 08/9/2021 11:29

Excellent summary Agree totally

[amateurdan] 08/9/2021 08:11

For what it's worth, I thought Peter came across very well. There was greater professionalism and an understated confidence that in more normal times the model will work and revenues will flow with high margins. I will continue to stay the course (at least 2 years of business as usual conditions). It has been slower than I hoped when I first invested but the upside if their model works is very considerable. I like the blend of major investors, prudence, potential agility and a major market that can be disrupted by their efficient business model (if it works as they project). Good luck to all long term holders.

[robbnw] 07/9/2021 20:21

Well now as often is the case I disagree with the negativity I thought Nikki and Peter made a great teamThey presented the facts as they are And I was pleased I will be happily holding my shareholding with is a decent size .Remember we are talking about results to march 31 We are almost six months on and I bet trading is much better stillAgm 30 septLook forward to it

[billster2018] 07/9/2021 18:09

What was wrong with the presentation and what did people expect to hear? I’m confused.

[kemche] 07/9/2021 15:55

Whatever happened to Torch?

[northwards] 07/9/2021 15:37

Only caught a bit of the Prez, but Nikki was banging on about us revs for Q1 '21 are now at 95 percent of Q1 2019 levels. As far as I can see, that suggests US revenues of only 750k US for Q1 of '21.

[northwards] 07/9/2021 13:15

There really is nothing here that excites me. I'll keep a look out on developments but far more exciting prospects elsewhere.

[kemche] 07/9/2021 12:34

Will they explain their business model? Or is that still a bit difficult?

[thebigshortfella] 07/9/2021 12:30

Northwards - I tend to agree with you. Maybe Nikki's presentation will be more inspiring.

[northwards] 07/9/2021 11:44

Very uninspiring when you compare the tone with pebb and four. I just don't see where the real growth is going to come from. They seem to be patting themselves on the back for surviving when many other businesses I'm invested in are going great guns.

[napoleon 14th] 07/9/2021 11:38

At least we got a full financial report, for the first time.
The figures were good, not fantastic, but thet've made their way thru'
the pandemic so there's no point in being critical.
I hope to get on to Nikki's meeting, with a particular angle at what they have planned for the future and to expand into their very fragmented market.

[robbnw] 07/9/2021 08:56

Today at the Nikki meeting ?

[robbnw] 07/9/2021 08:55

Me tooI'm going try going to agm

[northwards] 07/9/2021 07:09

But where are ours ?

[northwards] 07/9/2021 07:06

In the absence of Alt results, Pebb 's look very strong.

[mannymif] 07/9/2021 00:16

No, looking forward to investor meets company with Nikki tomorrow afternoon.

[northwards] 06/9/2021 22:51

Let's see what tomorrow brings. Been very quite on here.

[robbnw] 06/9/2021 21:15

You going to agm manny?

[robbnw] 06/9/2021 21:15

True but the Americans are a hardy lot and it's different this time The economy is open and anyone who wants a vaccine can have it

[northwards] 06/9/2021 08:35

From today's New York Times on Covid and the US:The country is now reporting more than 160,000 new cases a day and about 100,000 Covid patients hospitalized nationwide, even as vaccination rates tick upward and caseloads start to fall in some hard-hit Southern states. The resurgence has left the country exhausted and less certain than ever about when normalcy might return.More than 1,500 Americans are dying most days, fewer than during the winter peak but worse than last summer. With millions of schoolchildren returning to classrooms - some for the first time since March 2020 - public health experts say that more coronavirus clusters in schools are inevitable.

[northwards] 02/9/2021 08:16

Far from ideal this;https://twitter.com/chrisr_asi/status/1433163424167600131?s=21

[northwards] 31/8/2021 13:33

Be interesting to get an update on the impact of global supply chain issues on the business. It's impacting the wider promo industry it seems.