Netdimensions Share Discussion Threads

[j777j] 23/1/2017 09:56

Anything over 150p one would be most pleased.Gla

[brummy_git] 23/1/2017 09:55

Yes - looks as though an agreed deal will be announced shortly

[bamboo2] 23/1/2017 09:43

Looking up.

[pauliewonder] 23/1/2017 09:34

Big jump. This was leaky prior to the possible bid announcement. Could be news coming.

[j777j] 19/1/2017 07:52

NeoTrident Offers NetDimensions Talent Suite to China's Fast-Growing Life Sciences IndustryPR Newswire PR NewswireJanuary 17, 2017SHANGHAI and HONG KONG, Jan. 17, 2017 /PRNewswire/ -- NeoTrident, a leading provider of scientific innovation lifecycle management software, and NetDimensions, a global provider of learning and performance management systems for high-consequence industries, announced today that they have entered into a reseller agreement for the mainland China market."In the life sciences industry, organizations must pay much more attention to the quality of products than in less regulated industries. Although smart but strict standard operating procedures are effective ways to guarantee quality and manage risk, familiarizing staff members with SOPs promptly and adequately by training is often the key to high quality and success," said Hua Feng, CTO of NeoTrident Ltd.NetDimensions' enterprise learning and performance management solutions will enable NeoTrident's clients in the life sciences industry to manage risk and avoid the costs of non-compliance through a centralized system that supports e-signatures, version control, reporting, and audit trails."We are delighted to welcome NeoTrident to our global reseller network. This partnership will further strengthen our position in providing talent management solutions to companies in highly regulated industries in China, especially in the life sciences sector," commented Jay Shaw, CEO of NetDimensions.About NeoTridentEstablished in early 2000, NeoTrident Co., Ltd. is a leading high-tech company that provides integrated informatics platforms and solutions for the life science and materials science sector. Headquartered in Beijing, NeoTrident also has an R&D center in Shanghai.NeoTrident is committed to enhancing and speeding innovation, improving productivity and compliance, reducing costs, and accelerating product development from research and product ideation to commercialization and manufacturing for science-driven enterprises in all industries. NeoTrident looks forward to making key contributions to enhance the innovation capability and core competitiveness of research institutions and enterprises in China.

[brummy_git] 05/1/2017 17:23

From my maths, fair value is circa 110p/share - so with a 30% premium on top, a possible take-out price could be north of 140p

[longshanks] 05/1/2017 16:05

Do we really think sealed bids will be the way this goes?I would have thought a more open auction process would yield a better outcome.The announcement that they had been approached was, I suspect, more to do with the fact that a low-ball offer was being made. By making the announcement they were free to go out looking for better offers.The recent news that they were in advanced discussions with "interested parties" would indicate they have found one or more entities over and above the one that made the initial approach.I think the share price is fair value at present and doubt we will get much of a premium offered. If we can get close to £1.90 I will be overjoyed but I suspect a best offer will be below £1.

[j777j] 05/1/2017 12:04

Today marks the three month anniversary of the unsolicited bid approach.Has this gone to sealed bids?

[j777j] 03/1/2017 16:24

I think Panmure were at 196p sometime last year,so will be interesting to see how close to that this could get.GLA.

[j777j] 03/1/2017 08:19

Takeover talks now approaching the third month.Can't be long now.Gla.

[bamboo2] 29/12/2016 12:23

Bought a few yesterday. I have two confirmed pattern based price targets at 93 and 98

[brummy_git] 28/12/2016 16:42

Who knows where this will end up - but from my calcs, NETD has an est Dec'16 net cash balance of $10.5m.

Therefore using an average software sector multiple of say 3x sales (ie 3x $26m) - this would deliver an EV of $78m (or mrk cap of $88.5m) - equivalent to 172 cents/share, or 137p assuming a sharecount of 51.5m and a forex rate of £:$=1.25.

IMO, 4x sales would drive the valuation to north of 175p.

Either way though, it looks that there might still be plenty of upside from here, in the event of an agreed bid from a trade buyer.

[j777j] 28/12/2016 15:30

4 x revs still gives 157p which for a co showing 25% type cagr since 2012 is cheap.The recurring rev mix has gone up and presumably that is where a lot of the value lies.Any day nowGla

[pauliewonder] 28/12/2016 11:37

...Touchy. Bet your a delight to be around

[b1ggles] 28/12/2016 11:13

How is Graham Neary's (albeit nearly a week old) statement that he 'doesn't know the company well' a Stockopedia tip?

[pauliewonder] 28/12/2016 10:29

Trading update - an intriguing announcement from this software company.Sales revenue for the period is expected to be above US$26M.In addition the Company is anticipating that adjusted EBITDA will be approximately US$2.0M. This compares favourably with the interim results, when the company reported $10.5m revenues, and a $0.8m adjusted EBITDA loss.Therefore, deducting one from the other, H2 must have been $15.5m revenue (up 48% on H1), and a significant move from loss into profit (at the EBITDA level anyway).Looking at the consensus forecast shown on Stockopedia, it looks as if this upturn was expected - with a forecast of $26.5m revenue.I've checked the cashflow statement, to see if the company is aggressively capitalising development spend (which would make EBITDA meaningless). It's not, which is good news - only $12k was capitalised last year.Balance sheet - is strong, with a large net cash balance of $11.2 when last reported at 30 Jun 2016. Although bear in mind that deferred revenue of $7.5m reflects amounts that customers have paid up-front for. Treat that how you wish, I'm just flagging it.Possible takeover bid? - this is intriguing;On 5 October 2016, the Board of Directors of NetDimensions ("the Board") also announced that it had received an approach which may or may not lead to an offer being made for the entire issued share capital of the Company.The Board is in advanced discussions with interested parties and further announcements will be made in due course.That seems a fairly direct steer that a takeover bid could happen.My opinion- I don't know this company at all well, but I think this announcement looks interesting

[pauliewonder] 28/12/2016 10:26

Tipped on stockopedia on 23 Dec in small caps section

[wjccghcc] 28/12/2016 01:38

Doubling revenues? Last year's revenues were $25.4mm so $26mm looks like a 2% increase, not 100%.

[j777j] 23/12/2016 08:41

I should qualify my statement with "a technology company."It does.all seem to bode well for very significant upside from these levesls,as multiple parties are still involved.Happy Christmas and a peceful new year to all.

[brummy_git] 23/12/2016 08:11

Agreed J777J - nice also to hear you're in a bit happier mood today

[j777j] 23/12/2016 07:43

A co doubling revs should easily sell for 4 x revs = 157p.

[j777j] 23/12/2016 07:35

Managed to smoke out the above.Excellent news,honestly can't see this going for under 100p and hopefully 150p plus.

[aishah] 23/12/2016 07:20

Trading Update for the 12 months to 31 December 2016

NetDimensions (AIM: NETD; OTCQX: NETDY), a global provider of performance, knowledge and learning management systems, is pleased to provide a trading update for the 12 months to 31 December 2016 (the "period").

Sales revenue for the period is expected to be above US$26M. In addition the Company is anticipating that adjusted EBITDA will be approximately US$2.0M.

On 5 October 2016, the Board of Directors of NetDimensions ("the Board") also announced that it had received an approach which may or may not lead to an offer being made for the entire issued share capital of the Company. The Board is in advanced discussions with interested parties and further announcements will be made in due course.

Jay Shaw, Chief Executive Officer of NetDimensions, said: "In 2013 we stated that we would invest heavily to grow revenues whilst operating at a loss in order to build up a substantially larger business capable of generating a sustainable profit. It is therefore pleasing to have nearly doubled revenues since 2012 and to be able to report a substantial adjusted EBITDA profit in 2016."

[j777j] 22/12/2016 14:39

Nothing for christmas from the clowns running this show.

[aishah] 16/12/2016 15:37

Well if there is one, then it could get very interesting. I've had that with LVD recently. Still going on.