International Distributi... Share Discussion Threads

[powwow] 07/9/2006 08:19

As I mentioned before. I think someone will eventually buy them.

[prewar] 06/9/2006 20:37

Radar

I guess the rapid growth can't continue forever but is this really high risk?. I can't see another shopping channel getting a slot on Freeview given the prices that have been bandied about for recent sales so surely IDS is best placed to make hay. Freeview will be massive as people have to switch over to digital, for £30 you can get sorted, this pales into insignificance when compared to a months subs to sky, cable or getting freesat.

In fact given ITV, BBC and C4 control 4/6ths of the Freeview platform now following ITV's purchase of SDN it's more likely that they'll be kicking off shopping channels when their contracts are up so that we can all 'enjoy' more ITV channels. From memory SDN's licence is up for renewal in 2010 so I guess carriage agreements would be based on a similar timescale. Not sure that it's any of these styles to launch a shopping channel themselves, guess the BBC wouldn't be doing it and the other two seem to be more going down the Quizcall drivel avenue.

It would be interesting to find out how much IDS will be paying from 2007 with National Grid Wireless compared to their old agreement.

[powwow] 06/9/2006 15:57

I agree radar which is why I decided to sell in the 3.00+ in the short term. hope all is well.

[radarlove] 06/9/2006 08:05

prewar,

What disappoints me the most about the interim results is the abruptness in which IDS past meteoric growth has slowed.

The company, it seems, is going through a difficult consolidation period.

For while their core Ideal World business is still expanding, albeit at a much slower rate, Ideal Vitality has experienced a lower turnover and Jewellery Vault had to be closed due to poor margins.

What this shows me is not only how saturated TV shopping has become, but this particular market has reached maturity and only the fittest will now survive.

Over the next few years there may be a number of casualties and while I am confident IDS has the experience and strength to survive - and may even come out a stronger and more successful company - this will take time.

IDS future growth is now relying more, in my view, on the successful integration of Superstore and perhaps from further acquisitions.

As you state, "though this growth probably won't be material for the next couple of years."

Therefore, during this difficult next phase, not only do you need to be a loyal investor but a long term one too.

[prewar] 05/9/2006 19:25

I think the most interesting part of the interim results announcement is the extension of the Freeview deal. Ideal are well placed with to reach millions more people by the time of analogue switch off. There are shopping channels ten a penny on Sky but not on Freeview. This has got to be a huge opportunity for Ideal to steal a march on it's competitors, though this growth probably won't be material for the next couple of years.

[radarlove] 04/9/2006 11:30

Yakin,

I am disappointed with the results.

Less targeted profit than previous year; growth slowed to 10% from the heady days of 70%; higher future rent to Freeview; and uncertainty over how the Superstore acquisition will integrate. Also, the 'Next' trials have been disappointing as no news of further collaborations. Whatever happened to the promised queue of other high street brands?

Perhaps, expectations were too high?

My difficulty is understanding how the company are going to substantially increase their profits year on year. I accept that an annual 10% is possible, but this is an AIM high risk stock where investors are looking for greater returns. Further acquisitions may be necessary for continued growth but this can also bring problems.

There may be a short term relief rally but I don't see the share price getting to 450p for quite awhile. IDS still requires a further consolidation period, in my view. There are other stocks out there with better short to medium term prospects. ASOS being one example with expectations of 60% growth for this year alone.

[yakin] 04/9/2006 09:21

NUMIS said Buy price target 4.50 after intrim today.

[radarlove] 01/9/2006 22:38

Well, we should have the interim results published next week.

Hopefully, they will be good enough to kick start the share price back up towards 400p again.

[radarlove] 25/8/2006 23:39

pastyman,

You just missed out on the divi.

I received my payment on May 11th. I can't remember when the ex dividend date was. IDS offered 2p a share.

[pastyman3851] 25/8/2006 15:31

if they do advfn havent got it down, hope they do, but i dont remember any and ive held since march april time.

[radarlove] 25/8/2006 14:35

Yakin,

Perhaps, the interim results will be enough to turn the share price around.

One disappointment has been the eerie silence surrounding the trials with 'Next' and allegedly other High Street retail chains. Have they not been successful?

Pastyman, I thought IDS offered a divi. There was a payment some months back.

[yakin] 24/8/2006 11:31

intrim result probably around 6 september.

[pastyman3851] 23/8/2006 23:47

what we need is some more Notification of Interest news, this share was getting one or two a month now i havent seen any since 28/06/2006. i try and stay away from falling knives but when you buy in just after theyve been thrown its hard to say were do i cut and run. also i would like to see a divi even if its small. if we get these i can see it returning to its highs in the shortrun.

anyway every time i sell shares they always skyrocket the next day. hope to see the 400 mark so that i can get atleast a decent return.

hope for a blue day tomorrow

[radarlove] 23/8/2006 18:17

pastyman,

This is a difficult one to call.

In my view, the share price is well oversold and now has a very cheap P/E for a growth AIM stock. But it was very vulnerable to a sell-off and once it dropped below 320 the knives went in.

As to a bottom, 250, 240 and 220 are all possible contenders. We need some positive newsflow, in my view, to kick start a turn-around. If there is an Autumn rally then hopefully IDS will move back up towards 320 short term and 400 medium term.

For now, be careful of the falling knife.

[pastyman3851] 23/8/2006 13:44

can we final be seeing a turn around from the red streak, or just a blip. just have to wait and see.

[johnrxx99] 28/7/2006 10:07

What would you expect bob with large sales?

[bobb49] 28/7/2006 09:21

Anybody got any ideas as to what's happening here ? The price seems to have come off fairly quickly following some hefty blocks of sales.

[radarlove] 21/7/2006 10:45

powwow,

Who would buy them and why - Who are the most likely candidates?

[powwow] 21/7/2006 09:01

I agree....

I still think someone will buy them sometime soon.

[radarlove] 18/7/2006 10:57

powwow,

The drop today is based on little volume, so one can only presume the MMs are up to their tricks.

For me, the 300 level is a very important resistance point. If it drops below this then 250, perhaps.

It is difficult to call because while their recent meteoric growth is slowing, they are still an expanding company with excellent future prospects. Yet, IDS, like everyone else, are caught up in the present Summer sell-off, fueled by the Middle East crisis and the increasing oil price.

I will be watching that 300'ish level with an eagle eye.

[powwow] 18/7/2006 10:45

looks like my sale a while back was a good move for the time being.
i suspect the mms want some stock for a nice BUY, thats unless IDS are not doing too well, which I doubt in this booming market.

[59david] 28/6/2006 16:33

Good to see Fidelity upping its stake

[59david] 27/6/2006 13:50

Understand something is expected next week but not sure what other than broker suggested I buy on the back of it

[nirvs] 27/6/2006 09:13

Would they issue another TS so soon after the one in May? Perhaps there will be news regarding the experiment with Next...

[old china hand] 27/6/2006 08:37

Results are March and September. There was a trading statement in late June last year I believe.