Netdimensions Share Discussion Threads

[b1ggles] 16/12/2016 12:51

.. as announced five weeks ago, hence the need for patience on our part.

[j777j] 16/12/2016 12:32

Possibly a bidding war is the reason for no news we will just have to wait and see.My hunch is a US player.

[j777j] 15/12/2016 14:34

They either need to declare their intentions or get on with running the business uninterrupted.Shares should be trading north of 150p

[aishah] 15/12/2016 13:23

No rush. Shares look good value regardless of takeover discussions.

[brummy_git] 12/12/2016 15:15

I'm with B1ggles. In fact (IMO), waiting 2+ months months seems to be quite a positive sign, since it implies that there is plenty of buyer interest and (hopefully) a healthy auction going on in the background.

I'm sure that is why the large shareholders appointed a new non-exec (John Conoley) to act as an independent pair of eyes to oversee this whole process

[j777j] 12/12/2016 14:34

Even a half wit could have closed a deal by now. They have had more than enough time.

[b1ggles] 12/12/2016 14:32

Give them time; I don't want them giving in early for too low a price.

[j777j] 26/11/2016 09:28

I wonder whether the other key vendors are the potential bidders.DUBLIN, Nov. 25, 2016 /PRNewswire/ --Research and Markets has announced the addition of the "Global Corporate M-learning Market 2016-2020" report to their offering.The report forecasts the global corporate m-learning market to grow at a CAGR of 16.50% during the period 2016-2020.The report has been prepared based on an in-depth market analysis with inputs from industry experts. The report covers the market landscape and its growth prospects over the coming years. The report also includes a discussion of the key vendors operating in this market. One of latest trends in the market is cloud-based m-learning. Organizations worldwide are providing online training to their employees that are located at geographically diverse locations. With uninterrupted Internet connectivity in mobile devices, m-learning helps learners connect instantly to the required platform, thereby facilitating collaborative learning. Companies use cloud computing to ensure seamless and easy accessibility of the stored data. The technology essentially caters to online business applications that are linked to services that can be accessed from other web browsers. Cloud-based m-learning offers an easy way to handle some such issues as it allows employees to access and download business apps at their convenient time and location. It also enables employees to choose their applications as per their learning requirements.According to the report, one of the primary drivers in the market is stronger focus on continuous education programs. Organizations are focusing on providing continuous education program for employees. Many organizations have online training portals and programs in place to provide training. Apart from formal training sessions, employees are inclined to take up learning courses and programs that provide them a competitive edge in the market. Companies are also interested in undertaking such training and development programs so that employees can be offered horizontal development opportunities. Therefore, in addition to training sessions, at present, companies are providing learning opportunities to employees via a combination of various methods such as blended learning and self-paced courses. Key vendors:Adobe Systems dominKnowNetDimensionsSaba Software

[aishah] 25/11/2016 14:54

I'm willing to take a doubler from here.

[brummy_git] 25/11/2016 14:46

If you are right J777J, then it will certainly be a very Happy Christmas for all shareholders

[j777j] 25/11/2016 14:14

Almost two months into talks with "interested parties," can't be too long before a deal is struck.160p the high water mark being Panmure's price target.My guess is 110p/120p

[j777j] 11/11/2016 11:59

Yesterday's tu feels like it was released to be able to firm up final bids.Gla

[aishah] 11/11/2016 11:16

As Edison says in their note today NETD has 16.5p in cash, attractive growth profile, a cash generative business model and FY17e EV/sales rating of only 0.9x. I'd be happy to let go around 2.5-3x current value. Worth adding on any dips imo. dyor

[j777j] 11/11/2016 08:42

Sure but possibly brought down to those levels by the bidders.The markets are rigged against the little guys

[b1ggles] 11/11/2016 08:24

I can't see it going for more than about 80p. That's not to say it isn't worth more but, don't forget, the interest seemed to be sparked by the fall below 40p.

I'd rather hold for another year or two and get 160p.

[j777j] 11/11/2016 08:00

A co with strong recurring revenue growth should be more like 4 x sales,which is closer to 160p.Multiple suitors is very encouraging.

[brummy_git] 11/11/2016 07:55

Hopefully happy days J777J. Personally I think any agreed price will be in the 1.5x - 2.5x sales range, equivalent to circa 80p-120p. That said I would dearly love to be proved wrong.

[j777j] 11/11/2016 07:35

Nice 13% growth in recurring revenues.We now know they are talking to multiple interested parties.Panmure have a price target around 160p.I can't see this selling for a lot less than this and therefore think 100% plus upside is not out kf the question.

[aishah] 10/11/2016 14:53

Mkt cap still a miserly £30m!

[j777j] 10/11/2016 14:50

See price always knows.Should go for over 100p

[brummy_git] 10/11/2016 13:03

Very encouraging to hear that "The Board continues to engage with interested parties" - ie more than one. This should definitely keep the sales process honest

[brummy_git] 08/11/2016 11:26

There is very little liquidity in the shares at the moment given the potential takeover. As such, it is probably not surprising to see relatively daily large moves (10% plus) on low volume