Nasstar Share Discussion Threads

[6kenny] 21/4/2013 21:53

The business isn't worth 20p a share at the moment. if you divide the market cap by the number of nasstar users then that will give you a figure of what one hosted desktop user is worth, industry standard when it comes to selling a hosted desktop company is around £800-£1000 per user .

Nasstar would be a good target for a larger company wanting to gain an AIM listing quickly.

[wh1spa] 15/3/2013 13:04

Really doing well here! sorry if 20p was offered I'd take it.

[daniel] 29/12/2012 01:17

if anyone wants 20p on this, I suggest he flushes his mouth in the toilet. People bought this at a £1.If you need quick money buss off. The directors will be mad to take 20p for long term investors

[johnyee 7] 20/12/2012 16:31

hargreave hale upped their holding by 140k

[wh1spa] 20/12/2012 13:35

That's a good sign. I'm following all their holdings with interest.

[johnyee 7] 20/12/2012 12:46

Kestrel upped holding by just under 2 million.

[wh1spa] 20/12/2012 10:07

Many thanks 6Kenny. Well I want 20p if taken out. I shall send a letter to the management immediately informing them of this!

[6kenny] 20/12/2012 10:00

wh1spa,

NASA are sitting ducks in a very booming and popular market. Think Grid was purchased by Colt for it's resellers, not sure how many Nasstar has but that will be attractive to someone who wants access to its partners to sell in additional services.

Google apps or Office 365 are in no way a threat to Hosted Desktop providers.

The ones I have consulted for in the past specialise in 'virtualizing entire LAN infrastructures' so essentially, if you use Sage, a third party CRM system or any other server based application, a true HD provider will host all of those applications and the enduser can access EVERYTHING via a secure web browser if using Citrix or via RDP if not using Citrix.

You CANNOT host 3rd party apps with google apps and office 365, they ae suitable for organizations who just need MS Office and file sharing but if you need an accountancy app or server based CRM app then you would need an onsite server and you would end up with a 'hybrid cloud' solution.

Having said that, the most cost effective way for a business to get around the above scenario would be to use google apps and then use web based software for accounts or CRM needs.

As it stands, google apps is not a real threat to Hosted Desktop providers, also google support would be inferior to any provider by a HD provider who has its own support desk for clients.

[wh1spa] 20/12/2012 09:50

Nice rise - not sure what's driving it but glad not to have sold out the other day.

[wh1spa] 19/12/2012 16:56

any thoughts 6Kenny on Snatander's point about google apps

[snatander] 19/12/2012 14:51

Who needs NAS if you have google apps for biz

[wh1spa] 19/12/2012 14:47

Does anyone know when techinvest release their New Years tips?

[6kenny] 18/12/2012 09:18

wh1,

I would never invest in NASA although I was tempted last year when it was 5 or 6p. (a bit of a contradictory statement but I'm sure you know what I mean)

They will be attractive as a takeover target for the AIM listing and reseller channel.

A big, big player in this market although not Hosted Desktop specific is IOM. (I don't hold shares in them either).

REMEMBER, whether you own 1 share or 1 million shares, the directors are OBLIGATED to answer your questions.

[wh1spa] 18/12/2012 09:15

6Kenny, I'm sure my meagre holding here wouldn't carry much weight with the management. Are you a holder here or just an observer?

[6kenny] 18/12/2012 08:57

wh1,

I have been a consultant in this industry for 7 years. Look back at historic RNS's and you will see how much money they have had!!

This industry is booming yet they want over £800k , if it's for the next stage of growth, let's see some detailed business plan which outlines the spend on infrastructure or is the money really for working capital (not saying it is but it would be nice to know) etc,etc.

This industry isn't rocket science, you need terminal servers, SANS, exchange boxes (they bought an exchange company some years ago), Citrix and MS licenses, some networking kit and then build the overall architecture with resilience and failover.

Thinkgrid were recently taken over by COLT and I believe NASA will also be taken over in due course but the quetion is at what price.

I don't know of another pure Hosted Desktop provider listed on the UK markets because you need thousands of users to make it profitable and then you have to pay at least £40k for an AIM listing plus all of the other costs when issuing an RNS ec,etc.

If you have lots of money (it's all relative to each) invested here, I would book a meeting with one of the directors and really try and drill down on the financials.

The new shareholder (who is it)is a positive sign. I am not trying to deramp or scare peope but I remember reading crazy posts some time ago when people were thinking that Microsoft would buy NASA, people who suggest such things clearly know nothing of this very niche' market.

[wh1spa] 18/12/2012 08:41

I am Solarno but recently have begun to wonder why. 6Kenny has raised some good points and yet the recent RNS states that a new Insti has come on board so surely they must see some promise.

[solarno lopez] 18/12/2012 06:49

you MUST be WHiSPA

[wh1spa] 17/12/2012 21:22

6Kenny are you an investor in NASA?

[6kenny] 17/12/2012 17:17

Take the number of Hosted Desktops they have

Take the number of years they have been trading in months and then divide the first figure by the second.

Quite appalling figures....about 20-30 Hosted Desktops per month at an average price of say £45 per user.

It is not a sustainable business model UNLESS you keep throwing money at it which is what these guys have done over the years.

Biggest mistake they made was going 'channel only' because you rely on others to sell your services and the reality 'often' is noone can sell a service better than the service provider themselves.

[wh1spa] 17/12/2012 16:36

Alls not lost from what I hear

[daniel] 13/12/2012 10:10

Dear Mr Black, I invested in the company when the total share issued was 16,916,556. Now it's 61,760,053. What shall I do with the dilutions? I am not against raising money for the company, but at least I expect, it should be at increasing prices. I don't see this as good news sir, and I need you to change your attitudes to long term shareholders.

[wh1spa] 13/12/2012 08:05

well the subscription could have been at a discount - so heres hoping the new insti on board has been wowed by their vision for the future

[6kenny] 30/11/2012 23:53

No idea but having been a consultant in this sector for 7 years I would not touch Nasstars platform with a bargepole.