Ant Plc Share Discussion Threads

[chrisdgb] 08/9/2011 13:33

Agree that....should be over 30p without the stock overhang..let us hope Arbuthnot can find some more buyers..

[hastings] 08/9/2011 12:46

Yes,certainly puts Ant in the shop window. Bags of potential here and if it comes off, the shares should be considerably northwards of here.

[chrisdgb] 08/9/2011 08:03

Nice release this morning......sounds like a trip to Amsterdam is in order..!!

[hastings] 06/9/2011 12:58

I think that perhaps someone is mopping up the shares here, usual story with an Institution reducing, while another builds!

[chrisdgb] 06/9/2011 12:47

sorry, meant to say thanks for the post....director buying would certainly be welcome..!!

[chrisdgb] 06/9/2011 12:45

Let us hope Arbuthnot can still keep trading out the current stock overhang, it is irritatingly overshadowing the great story here.....

[chrisdgb] 02/9/2011 15:53

well let us hope we can move much further....

[yangou] 02/9/2011 15:18

SP creeping up

[exotic] 02/9/2011 14:36

The two large trade reports this morning 12 seconds apart were off-market transactions / technical manoeuvres, and would have no direct effect on the share price.

The 11,250 BUY would.

[paleje] 02/9/2011 14:21

Somebody likes them, fair buying today on an otherwise bad day.

[exotic] 01/9/2011 14:48

"But if a company does have something good to offer then...."

That's a good question, though I would go a bit further.

a) Does ANT have something good to offer? If so, then it might trundle along like most other businesses, trying to avoid fatal errors and running out of cash for as many years as possible.

b)Or does ANT have something quite spectacular to offer? I have watched ANT since it listed, and seen no evidence of them having anything spectacular to offer whatsoever. It's not as if they haven't been given the time and money to do it.

[chrisdgb] 01/9/2011 07:11

Interesting comments on Proactive:

The business model involves having part of the ANT Galio Move software bundled in the digital TV (or set-top box) with the other part of the software being installed on the companion device (or devices). Users simply pay a fee to download the ANT Galio Move application to their device.

Woodward told Proactive Investors that the payment for the downloaded application will not be a trivial fee of a few pennies, such as you might pay for an iPhone app, but one that will be more in the order of 10 pounds. "You are doing this specifically to enhance the capability of your television or set-top box," he explained.

The revenues from this stream will be shared between ANT and its device manufacturer partners.

Woodward it upbeat on how ANT Galio Move will affect the firm's revenues. "I expect it to have a material impact next year," he said, while pointing out that the Harvard and Freesat deals should also lead to greater revenues.

Meanwhile, ANT's house broker Arbuthnot Securities noted that the results should there had been "a significant increase in the amount of customer-led development work which augurs well for the future". The broker also pointed out that ANT's shares – at around 20.5 pence each – were only trading at a small premium to the £4.1 million net cash position that Arbuthnot has estimated for the firm by the end of 2011.

[yangou] 31/8/2011 23:13

Its generally the norm. But if a company does have something good to offer then....

[exotic] 31/8/2011 20:56

All the while directors earning generous salaries from shareholders - whether it fails or not. Seen it all before so many times on AIM.

[paleje] 31/8/2011 09:31

Weasel words again, the directors do it every time. If they have something good to say about the future they would say it plainly, instead of 'putting at the heart of', 'positioning for the future', 'development roadmap' etc which drivel or similar can be found in most of their previous releases.

Product's good but the management's not delivering or, if it is or is about to, it's not making it clear enough to shareholders imo.

[chrisdgb] 31/8/2011 08:02

Results out this morning, very positive comments....will take a look in more detail, but business like this are normally 1.5x/2x revenues so should be 50p-60p...bang in line with Arbuthnot forecasts....underwritten by virtually all market cap in cash..

[yangou] 30/8/2011 10:18

Newspapers and elsewhere been recommending this.But it seems that semtex may be the only thing that will move the SP

[chrisdgb] 30/8/2011 08:29

Would be nice to see the much better markets lead to a decent rally here....after all we have fallen on nothing....in fact we had the good news about the mobile devices...

[chrisdgb] 26/8/2011 10:39

results next week.....would be nice to get some contract news as well...

or just a cash takeover at 50p..

[chrisdgb] 25/8/2011 08:23

nice steady buys ticking through...

[chrisdgb] 24/8/2011 14:55

Does anyone get Arbuthnot research, I see they reiterated the 60p price target yesterday.....

[chrisdgb] 24/8/2011 10:00

Nice to see the mention in the Times, also in the Mail:

ANT edged up a penny to 20.5p on news it is launching a new TV product – the ANT Galio move – which allows users to stream live and recorded TV directly from a set-top box or TV to a tablet device, such as an Apple iPad.

Looks fantastic, need some institutional buying....

[site manager] 24/8/2011 07:58

The Times - deal of the day.

[chrisdgb] 23/8/2011 12:25

Yes hoping for some details and a real push next week at the results...