Broca Share Discussion Threads

[spangle93] 07/11/2007 07:08

News this morning - see panel above

Broca, the provider of secure advanced messaging technology, is pleased to
announce that a reseller of its technology, Infinite Solutions Limited ("ISL"),
has signed an agreement with Malaysia On Line Access Portal Berhad ("MOL") to
provide enhanced mobile services across MOL's region, Malaysia.

[yffulf] 06/11/2007 12:17

Kamakuk...you won't be surprised. I'd bail out now, while you still have some cash in it. Where the hell are the announcements? Come on guys, what are you doing?

[ltinvestor] 05/11/2007 08:57

Kamakuk....you may yet be surprised!

[kamukak] 02/11/2007 21:59

i think this is a dead company now,,, lost my money init ,, bought them at 76 pence oooooooops

[yffulf] 31/10/2007 15:38

Ho ho. I hope this share falls to peanuts.

This technology could be cumbersome and may be achieved in a much more elegant and efficient manner. Why the silence?

[2lb] 31/10/2007 10:48

Might be tempted to have a punt if this drops into the 20's....

Total radio silence since the de-merger / float.

[kamukak] 12/10/2007 19:19

i have got 2500 shares, might not that much for you guys but for me they are a lot, and i bought them when they were 81 pence and since then they are just going down, i hope they go up a little bit that i can sell them, now i hate tech companies, they always progress slow.

[woodcutter] 12/10/2007 17:34

i sold my holding shortly after the float in march this year (shares were part of the rgo holding). i posted at the time that these things take a lot longer to implement than you think and there was no real visibility of earnings. I've since sold my rgo shares some time back as well.

If i compare the two companies then it seems to me that rgo is now worth buying again and is below the price when they issued a profit warning despite the reassurances on meeting the original targets set for this year so i would have expected rgo to move back toward 230p mark. Imo rgo is good value and worth buying at present.

Broca on the other hand has released very little/no real news and few contracts appear to have been signed so as i said no earnings visibility. When i sold I said i would review things when it got to 50p but my guess is it will continue to drift down further so i'm still out.

I had shares in datacash and averaged down many times before they began to show earnings visibility since then they have continued to generate cash by the bucket load but it did take time for internet payment systems to establish themselves and it will be the same with this.

The difficulty is predicting where the bottom will be in order to make an
entry.


Woody

[theo13] 12/10/2007 16:41

Sad here isn't it kamukak ;0(

asfaik there just isn't any news so share price is drifting down on boredom I reckon - I've only got a few shares so not really worth selling. I'm just hoping they might get a contract eventually...........

[kamukak] 12/10/2007 14:58

Guys is there any bad news out which i am not aware of? anybody on this thread

[kamukak] 05/10/2007 15:23

here we go down agian, when the news are due about revenues? any guess anybody?

[2lb] 03/10/2007 12:25

Nothin will happen until Broca actually talks revenues. At present it is all hype and no substance - not to say that it won't deliver.

Still watching - will look to buy sub 50p.

[kamukak] 02/10/2007 16:07

lOOKS LIKE A LOST CAUSE,,, JUST LOOK AT THE GRAPH..... Going down without even a pause... why i always choose stupid companies? uuuuuuuuuuph

[kamukak] 08/8/2007 09:34

Guys, any reason for share price to do down,,,, it just doesnt look good,,,, do you guys know if there is any news due in near future. THANKS

[smelleroo] 26/7/2007 08:50

Investors Chronicle - Magazine and Web Content
English
Copyright (c) 2007 Investors Chronicle

AMENDED: Two new Aim entrants, Monitise and Broca, are offering alternative ways to capitalise on the emerging but risky market for mobile banking and payments Tim Bradshaw

In the original version of this item, published 11 July 2007, we stated a market capitalisation for Monitise that was incorrect. We also published figures from Investec that were calculated prior to a secondary share placement. This version of the item removes the reference to market value and the Investec figures.

Two new Aim floats, Broca and Monitise, are offering investors exposure to the emerging area of mobile finance. And although the market is still largely unproven, both companies are making early headway in securing partnerships in the mobile operator and financial communities.

Broca, which demerged from mobile technology provider 2ergo in March, saw its shares leap 20 per cent last week when it announced that Vodafone had agreed to resell its Secure Advanced Messaging Service (SAMS). This technology could have many applications - for example, it could be used to encrypt credit card details in text messages or for event ticketing.

Monitise, by contrast, is firmly focused on banking. Its UK business is a joint venture with cash machine operator LINK, initially providing balance checking and mobile top-up services. Chief executive Alastair Lukies is positioning his service as a fifth banking service channel, alongside ATMs and branches. He has said that its 20p-per-service charge will be dropped for the rest of the year.

But while this removes one barrier, many more remain - not least the common stumbling block of making the services too hard to use. Ovum analyst Vincent Poulbere warns that many similar ventures have failed because they have not added anything to the existing capabilities of online banking or, indeed, to wallets.

So what are the prospects? Monitise's shares have fallen since it demerged from Morse in June, as Morse shareholders were unwilling (or, in the case of many institutions, unable) to invest in the smaller and riskier company. But it is well backed by the UK banking sector, with partnerships with eight banks (five of whom are part of the Royal Bank of Scotland Group), and customer numbers are growing by 1,000 per day.

KBC Peel Hunt analyst Andrew Darley warns that Broca could face competition in mobile payments from the new PayForIt system. This system, which is being promoted by the mobile operators, uses the mobile internet rather than text messaging to make payments for content or downloads. Broca's messaging-based technology could therefore struggle if PayForIt becomes widely used.

Both investments are highly speculative, but of the two we prefer Broca as its technology has a broader range of potential applications. Monitise's partnerships put it way ahead of competitors in mobile banking, but the need for its service is yet to be established.

[rochdale] 13/7/2007 14:56

looking good - big future for any disruptive technology that replaces the cash machine

[gskb] 13/7/2007 13:06

This stock looks set for a good future.

Just listening to the media, last week the inventor of the
cash machine said he expected it to be redundant (to youngsters)
in 5 years (w/c 2/7/07 radio 4). Working lunch have just mentioned Broca's technology (but not by name) as the future of e-commerce. (Friday 13th).

:-)

[ltinvestor] 13/7/2007 12:44

>kamukak. Monitise really do need the Broca software to ensure complete security of the system.The patented Broca software will provide security during transmission of the SMS and not just at the mobile phone.Imho, Broca has the potential to be a multibagger

[smelleroo] 11/7/2007 21:43

there is no direct connection between the two companies but the vodafone contract seems a possible indirect link....

[kamukak] 11/7/2007 17:22

moni is it connected with broca in any way??? is it good or bad for broca sp???

[james 2] 06/7/2007 11:19

Adding vodafone as a partner won't do any harm in helping the Co achieve scale thats for sure !

[smelleroo] 06/7/2007 11:10

shame vodafone look unlikely to win the contract with apple regarding the iphone

[kasman] 06/7/2007 10:51

no numbers