Intercede Share Discussion Threads

[accumulat0r] 19/1/2010 13:37

Good idea Yump but I've checked the US bulletin boards that I know:







and there's no discussion on Acividentity (ACTI) at all.

There was 1 post on:



on 15 Jan 2010 but the post before that was 4 Oct 2009. So that wouldn't be much use either. Anyone know any other US BBs to try?

[yump] 19/1/2010 12:34

Sorry I should have put that in Yes Minister terms:

Suppose hypothetically a situation came about where a company in the UK was taking action in the courts against a US company, where the shareholders in the US company were (and I put this hypothetically) unaware of that litigation and that the US company had been presenting its own litigation in the US to its shareholders in a positive light; wouldn't it be irresponsible of the shareholders in the UK company, knowing the circumstances, not to make the US company shareholders aware of the facts and if that were to happen, in theory the best place to make public that information would be on a US BB, where the US shareholders might have the best chance to see it ?

[igoe104] 19/1/2010 12:08

I still cant believe actividentity still havent informed its shareholders about the action being taken by igp.

surely they have a right to know, there is nothing at all on activ web-site.

[outsider] 19/1/2010 07:31

not much qty but the signal for investors is there....sometimes with some mgt id take no notice, but these guys are shrewd.

[glasshalfull] 18/1/2010 18:10

Director Buy.
7k.....every little counts:-)



Regards,
GHF

[igoe104] 13/1/2010 12:32

Just been on igp web-site and looked at the contract map and it looks like we have picked up a-few new contracts in the far-east. jakaria, kuala lumpar, vietnam, and thailand.

apart from thailand which im sure we have done some work for their army before this is another new part of the world that intercede have broke into.

myid is showing its becoming a more and more much needed global brand.

[felix99] 12/1/2010 16:00

he won;t be buying that stock - I forget the name - but it has basically rased funds to invest in litigation. They fund the case and take a cut of the proceeds if it is successful !

Listed in UK but name has passed me buy

[pyman] 12/1/2010 14:29

I presume he means dont buy a stock based on your predicted outcome of a litigation, as I presume you often get bitten on the bum.

[et cetera] 12/1/2010 12:53

I haven't got the foggiest what #1818 means either.

[spooky] 12/1/2010 12:46

hybrasil - What does your post actually mean ?

[hybrasil] 12/1/2010 12:28

As a lawyer I was always trained to never ever buy litigation!

[yump] 12/1/2010 12:06

igoe104 - 12 Jan'10 - 11:35 - 1815 of 1816

"because someone has sold 14,000 shares (peanuts) it shouldnt alter ones mind-set."

Very good point. Must remember to keep calm and carry on.

[smartmoney100] 12/1/2010 11:56

If a few of us had bought 50,000 between us this morning people would be saying 'what a good move by the company'.

[igoe104] 12/1/2010 11:35

IM to much in-love with myself to fall in love with any of my investments aphro.

because someone has sold 14,000 shares (peanuts) it shouldnt alter ones mind-set.

[aphrodites] 12/1/2010 11:26

igoe

There is an old saying "Never fall in love with an investment"!

Best you save your money for your stag-do!

And all the very best for the wedding whenever it is.

[igoe104] 12/1/2010 11:21

ps

if i was the company, i would also going down the same route in australia as well. because they are involved in this area as well as us, so if can get another insurance company to take on the case, why not nail actividenitiy to the wall completely from every angle.

as my dad tells me theres never a better time to kick someone when they are down.

[igoe104] 12/1/2010 11:14

Aphro i cant agree with you that one, surely its right for the company to go down that path, because its only a gain situation for them. because a few weak holders have decided to sell a hand-full of shares, it doesnt make the situation a dire one. medium-term the company and shareholders will be smiling.

if i wasnt involved in other investments and getting married this year and having a overseas stag-do to deal with, id be topping up for sure.

but at the moment ive not got any spare funds.

[boadicea] 12/1/2010 11:11

Jailbird - I think you have hit the nail on the head. The issue of the share price and broker advice is virtually irrelevant in that context and the tendency of pi's to concentrate on the short term share price entirely misses the point.
When dealing with legal processes, think in years rather than months especially in USA patent cases. Initiation of action on the Euro patent may speed up resolution of the issue and if the company is finding it impossible to close major deals until that is achieved, then it is a matter of some urgency. It also forces Actividentity into action that is not on its home territory and for which the cost to IPG is known (as it is insured).
I suspect that the share price reaction may in part be due to the (undisclosed) cost of that insurance as well as a dislike of overhanging issues.

[wjccghcc] 12/1/2010 10:04

Quite possibly jailbird. I think the US is more used to these kind of cases.

[aphrodites] 12/1/2010 10:03

yump

As I posted yesterday I think the company has totally underestimated the effect that this litigation would have on its share price. And obviously the court case in the USA must now be turning into a protracted affair otherwise they would not be duplicating the process over here.

With the fall in the share price today, quite clearly my anticipation that yesterday's announcement was part of a combined legal and broker led process was wrong. If the company broker was involved it would have had an institutional buyer ready in the background to snap up any loose stock. I know it is early days but once again it appears that whatever advice they are receiving is not exactly well thought out!!!

And as you rightly say, all it has done is increase doubt! In view of what is going on in the USA you would have at least thought that they would have given some indication as to when they anticipate the case will be resolved over here.

The share price has now fallen 20% since it trading high last autumn which is not good news for the company.

[jailbird] 12/1/2010 10:00

WJ,


that is a good point actually looking at this news at another angle.

However i also wonder whether some customers hv
expressed concerns abt this dispute, and this is the reason they hve also taken this step.

Could it be affecting commital of contracts or intergrations of products/partnerships with this dispute hangover over IGP

[yump] 12/1/2010 09:29

Regardless of whether IGP have a good position or not wrt the legal case, it looks like the effect of this short term unfortunately is simply to increase focus on the legal issues. ie. increase doubt. Some timescales would be handy to know.

[wjccghcc] 11/1/2010 16:08

Actually I think the UK legal action is to put pressure on Actividentity to settle. Whereas in the US, each side pays their own costs so Actividentity can quantify their liability, in the UK they'd have to pay IGP's costs if they lost and that is unquantifiable for them.

Also, if the patent is deemed unenforceable in the UK, that disqualifies it in all the EU and it's bye bye any royalties from other competitors. If they settle, then they can argue the patent still stands for other competitors.

[pyman] 11/1/2010 15:58

stock price falling as another contract announced. Only the NHS - small beer...

[igoe104] 11/1/2010 15:04

actividentity still havent made any sort of annoucement, about the action being taken by intercede. surely they should make there shareholders aware of it.