Berkeley Technology Share Discussion Threads

[hugepants] 02/10/2006 21:17

2000p doesnt look likely near term.

[rabiddog] 02/10/2006 21:03

Been in this so long, ridden it from 380p when it was LPG(Little Piggy bank) upto 2000p and back down to 6p. Cant sell my final holding - it was worth 250k gbp at its peak (hate to think how much appelled had)so will watch it drift aimlessly. Cant see it getting enough critical mass to have a real business model now - dont people take shell companies over any more, hoped that it would be a way to make something over the current price ?

[seabird] 02/10/2006 15:08

That's it - sold out last remaining holding for 6.01p! - the end of a long and rocky path.

Cbird

[cmillar] 02/10/2006 11:14

You better believe that AT will take this private and that the small shareholder will not be able to do anything about it.

[fireball xl5] 31/8/2006 12:27

Awaiting game as per usual

[rambutan2] 31/8/2006 12:17

and the tax losses?

[fireball xl5] 31/8/2006 11:55

+ possible IPO's Ceon + Alicritech Fundings ;-)

[adam] 31/8/2006 11:01

NAV is $16.8m, say £9m. Should be good candidate for a reverse acquisition if Trueger were game.

[neilrich] 30/8/2006 19:28

Sounds interesting, how big a cash pile? Mkt Cap of £4.2m if you choose to believe ADVFN and from the above link $7.7m in cash if I've interpreted those accounts correctly. Please tell me that I've got this wrong.

[adam] 30/8/2006 15:43

Policyholder liabilities as of June 30, 2006 were $9.2 million of which $5.9 million is scheduled to mature during the remaining six months of 2006. The



So to all intents and purposes at the year end it will be a cash shell with no litigation or significant contingent liabilities or leases. Despite their claims, they don't have an operating business, and it does seem hard to justify their continued pay packets for sitting on a dormant cash pile.

[jotoha1] 30/8/2006 13:21

It's known as being a Director , leading a high life, but not performing to much!!

[stewjames] 30/8/2006 13:17

Any idea why exactly it's costing this company 2.5M in operating costs per year to do nothing?

[jotoha1] 30/8/2006 12:38

Now Sunguard is out of the way, what exactly is their plan, are we going to see some signs of life, or a drip feed of spent cash to oblivion?????????

[seabird] 04/5/2006 13:17

Surely the only use of the share certificates now are as wallpaper - and that's being kind.

Cbird

[adam] 05/4/2006 19:39

The 525k was mine, and was a x-trade. The S.C funds are likely buying the ADRs in the States so you won't see the transactions here. If you read the 10-K you get more info. At the end of 2006 they are predicting the policy holder liabilities will have reduced to $3m. That would effectively unblock the net cash for investment bar the litigation for which there is no contingency (the case trudges on - you can read the state of affairs in the 10k). The income from the 'consultancy' is even less than the derisory amount it was before. Another little side note.. they dispenced with the ALOT and it is to be absorbed into the ESOT, which makes sense as there are no more agents. They raise the spectre of raising a new fund which would be welcome, anything in fact would be welcome to relieve the boredom.

[rambutan2] 05/4/2006 00:07

well, it must have some truly stonking tax losses.

[rabiddog] 04/4/2006 16:13

Previous announcement on 18th July indicated SC Fundamental LP interested in 5232450 and SC Fundamental BVI interested in 3947290. Therefore they've added (slightly more 401790 & 132680) than the 525k. What do they know that the rest of the world doesnt ?

[seabird] 04/4/2006 14:12

Holdings in Company

Berkeley Technology Limited ("the Company") was advised yesterday by SC
Fundamental Value Fund, L.P. and SC Fundamental Value BVI, Ltd., as follows:

SC Fundamental Value Fund, L.P. are interested in 5,634,240 of the Company's
ordinary shares or 8.74% of the Company's current issued share capital and SC
Fundamental Value BVI, Ltd., are interested in 4,079,970 of the Company's
ordinary shares or 6.33% of the Company's current issued share capital.

525,000 slug of shares bought today - ? is this the above? is there a twitch of life here?

Cbird

[fireball xl5] 02/12/2005 15:01

JDSU Completes Acquisition of Agility Communications, Inc.




Expands JDSU's Portfolio for the Agile Network

San Jose, California, November 30, 2005 – JDSU today announced that it has completed its acquisition of Agility Communications, Inc., a leading provider of widely tunable laser solutions for the optical network. JDSU paid approximately $67 million for privately held Agility Communications, Inc., comprising approximately $57 million in stock and $10 million in cash.

The acquisition, announced in September, is another example of JDSU's commitment to investing in innovative technologies in potentially high growth markets. Adding Agility's tunable laser solutions further expands JDSU's portfolio for the agile network. Tunable lasers simplify the deployment of high-speed, metro and long-haul networks and enable next-generation services.

Agility has already been selling tunable transmitter and transponder products to top tier customers, including Siemens, Marconi, Mahi Networks, Tropic Networks, ECI, and many others. Many service providers have already migrated or announced plans to move to tunable solutions for agile, optical networks, including AT&T, SBC, Deutsche Telekom, and Verizon.

JDSU's agile network portfolio includes products such as EDFAs, ROADMs, wavelength blockers, and optical channel monitors. For more information on JDSU's agile network portfolio, visit www.jdsu.com.

About JDSU

JDSU (NASDAQ: JDSU; and TSX: JDU) is committed to enabling broadband & optical innovation in the communications, commercial and consumer markets. JDSU is the leading provider of communications test and measurement solutions and optical products for telecommunications service providers, cable operators, and network equipment manufacturers. Furthermore, JDSU is a leading provider of innovative optical solutions for medical/environmental instrumentation, semiconductor processing, display, brand authentication, aerospace and defense, and decorative applications. More information is available at www.jdsu.com.

[adam] 11/11/2005 10:58

Citing "increasing evidence that hidden liabilities exceed hidden assets" at GM, Banc of America Securities analyst Ron Tadross said he was raising its risk of bankruptcy over the next two years to 40 percent, up from his earlier estimate of a 30 percent bankruptcy risk that he made after former GM parts unit Delphi filed for bankruptcy court protection Oct. 8.

Will they last till Feb 2006 ???

Presumably results out on 14th.... I wonder if we will see "It is still early in the process but consulting fees are now being generated."

How long is early days? Should it not be early years?

Not much stock around though. I have bought a few back on the basis that m/cap is excessively pessimistic, and there is an interesting shareholder base now...

[Abuse team] 04/11/2005 03:19

Post removed by ADVFN

[holdontight] 01/11/2005 16:36

I'll have some off him at 2p, but no more.