Holders Technology Share Discussion Threads

[mitzis] 29/6/2004 21:14

Yes thats the one misschief...a doubling of profits for this year to 700k but as BP has said the company has made significant progress over the last 18 months so they could be even better.

[miss chief] 29/6/2004 20:52

mitzis - The only broker f/c I can find is the house broker and they are predicting EPS of 10.19 for 2004 , growth of 313%.

Edit: oops, yup, that's a forecast profit of 650k

[mitzis] 29/6/2004 14:04

Brokers expect profits to double this year so a profit of 700k plus is not unlikely andlike EKT these could enjoy a re-rating come the interims which are a month away..not much action today.

[mitzis] 28/6/2004 14:16

Quiet today with the interims but a month away...would have expected a little bit more action..perhaps people dont realise what a bargain they really are..

[miss chief] 26/6/2004 14:51

A single trade of more than 1% of the company and it's dead in here !

[mcdi8ch3] 24/6/2004 16:50

Probably that 50k buy that someone mentioned last week. Would explain the rise over the last couple of days anyway.

Nice to see it on the way up, Im going to add on any weakness.

Chris

[mitzis] 24/6/2004 16:23

Volume seems a bit high this afternoon....is there a big buy ..?

[mitzis] 24/6/2004 15:18

Just over a month to go to the interims when we shall get a better view of how things are progressing so still plenty of time to buy.Meantime the chart is looking impressive...I expect these to double within the next 12 months..

[barnetpeter] 24/6/2004 12:47

Thx Bob - up again I see.

[bob725] 23/6/2004 23:43

Hi BP,

I enjoy reading your posts and your knowledge is excellent. The problem is invisage buys into a company and then ramps it up on every thread possible. It annoys people and puts people off from investing in said specific company.
I've seen it many times now. This is a great company and doesn't need obvious and unintelligent ramping.

[invisage] 23/6/2004 22:15

Bob

good stocks dont need to be ramped...

[invisage] 23/6/2004 22:15

I recently read Telecom industry is set to make a big come back in the coming months, with the recent upturn in BT this is looking more likely...

[barnetpeter] 23/6/2004 22:10

Why not bob? LOL!

Firstly, it is a provider of specialised materials, equipment and services for the electronics and telecommunications industries. In the header!

[bob725] 23/6/2004 20:58

Invisage. Please do not ramp up these shares on every thread possible.

[invisage] 23/6/2004 20:51

i like what i read...turnover increase, small shares in issue, small market cap, one of the stocks no one bothers to look at, so not much hype in the price.

Company seems to make its money from aquisitions....which i read to materialise in the coming months...probably lack of reading and tryin to watch football at the same time...but i fail to understand what they do, either its a boring business or is just dont understand or need to do more reading.

But based on the figures and what the chairman said, providing the company can continue this performance i wouldnt be surprised if the stock tripled as Bp has said in the header.

[mitzis] 23/6/2004 19:34

Could well do an Elektron BP which has also increased today...I like them both although HDT is the undervalued one as you have already mentioned...its just far too cheap even at 110p.

[barnetpeter] 23/6/2004 18:42

no mitziz, just another BP star selection - LOL. We need to break through 110p for the chartists but if I am correct in thinking the results will be stonking, more like 310p is the target. Remember the company made a profit last time in a year of consoliation and the next 18 months are expected to be very good indeed. You even get a divi and that could easily go back to 7.5p.

[mitzis] 23/6/2004 15:45

Do my eyes decieve me.. were up 10%.

[mitzis] 23/6/2004 12:15

Well a mate of mine did that about 10 years ago and took a cleaning job at a Robert Flemings to see what was going on!
Now 96.25p on the bid.

[apcx] 23/6/2004 08:53

Up again !!

[barnetpeter] 23/6/2004 08:53

Another rise and now above 100p again. The price is telling us plenty ...

[barnetpeter] 22/6/2004 20:06

U mean a cleaning supervisor as in Wall Street? Then look in the files? Well there is a thought....

The mm now want the full 100p and the published spread has hidden a 5% rise in the offer. All I can say is dont be short!

[mitzis] 22/6/2004 16:35

If BP can get a jobthere he might be able to find out whats happening behind the scenes..what do you reckon BP..

[apcx] 22/6/2004 15:29

Moving up slowly but surely :0)

[allstar4eva] 18/6/2004 18:36

Hi Paul, Barnet Peter,

I know this is the Holders board but I'd appreciate your thoughts on VTB as you are both obviously very experienced and successful investors.
The shares have been marked down recently due to dilution but the company appears to be doing very well. It has 3m cash from the placing and a 9.4m market cap valuing it at 6.4m if you discount the cash. The cash is intended for Acquisitions and it has a scalable platform (meaning that any additional sales go straight to the bottom line). Organic growth is running at 42% per half year and this is based on one product. It has recently acquired a company which has a webconferencing product that effectively doubles it's product range. Have a look at www.webex.com to see what the company's business model is based on. Apparently the worldwide web conferencing market is forecast to be worth 1$b by 2006. VTB are one of the leaders - if not the leader in corporate webcasting in Europe. There seems to be very little buying interest in the stock despite it's exciting growth prospects. Brokers have forecast 100k profit this year but I think this figure is very conservative especially given recent acquisitions, contract wins, growth rate and very upbeat trading statement.

What do you guys think?


P.S. I dipped into HDT this afternoon. Let's hope results are good!