Orcadian Energy Share Discussion Threads

[slapdash] 23/8/2005 09:29

Tone explain yourself??? Where is Orca going to be kicked out by NTT???

[tone] 23/8/2005 08:46

Looks like Orca will be kicked out by NTT just like Wind, which is I guess the
price pressure

[slapdash] 21/8/2005 22:27

that was Adamind where they did that... come on Eric thought you wouldn't get a basic point like that confused...

[ericthecat] 20/8/2005 11:14

50% is control in my book, anyway you are just splitting hairs. BLZ purchased shares in ORCA to gain control and allow ORCAs revenue to be in BLZs results why would they do that?

Very interesting read;-)

[slapdash] 18/8/2005 17:23

I said Emblaze didn't buy back control of Orca as they didn't sell control... yes I know they own more than 50%

[hotfinance14] 18/8/2005 16:34

Emblaze own more than 50% of Orca...and that is a fact.

[slapdash] 18/8/2005 15:03

eric - know they didn't....... get you facts straight boy...

Slap

[ericthecat] 18/8/2005 10:28

they will hit targets and beat them. Remember BLZ bought back control of ORCA to get their results in BLZs accounts;-)

[slapdash] 18/8/2005 10:11

all very well Eric but will they hit revenue targets for this year... if not expect a warning...

Slap

[ericthecat] 18/8/2005 09:38

Be careful, they will have some announcements in september. This one caught me by suprise.

[jonwig] 18/8/2005 09:22

thanks eric.
Have it on my list but wallet not unzipped at the mo.

[ericthecat] 18/8/2005 09:17

$20 is the figure the business plan was based on when put to shareholders at the blz meetings before they were launched on AIM.

There will be many more deals over the next 3 years it is a great little company.

[encarter] 18/8/2005 08:17

Me too, but i'll stick it on my monitor.

[jonwig] 18/8/2005 08:11

Now 102p buy gone through Too much for cautious me.

[encarter] 18/8/2005 08:04

The whole deal is "expected to generate multi million Euro revenues".
150k licenses X $20 = $3m = 2.5m Euros

[jonwig] 18/8/2005 08:04

Seem to be buying ~100.95 at the open.

[slapdash] 18/8/2005 08:01

yeah I know..... bit of an exageration..... will look into it ... but $20 definetely what analyst reports have said in the past for price of one license...

[jonwig] 18/8/2005 07:56

Slap: $20 unit price. Have you a link to that figure?
I don't call $1.2m 'multi' -nor would the company!

[slapdash] 18/8/2005 07:54

$20 a license so not that exciting.... they've sold more elsewhere already...

so most $1.2m...... I think even with this they could miss this year's revenue targets which would mean a nice profits warning or downgrade...

but we shall see..

Slap

[jonwig] 18/8/2005 07:53

Hi, that's what I've been looking for: doubt if they'll tell anywhere.

[encarter] 18/8/2005 07:47

How much are 60k licenses?

[jonwig] 18/8/2005 07:33

Just reading the thread here and looking at some numbers ahead, I'd think ~100p would be the opening price, with potential upside from there.

"Multi-million Euro revenue" - hm, how much is a 'multi'?

[jessica5] 18/8/2005 07:28

£1.00 would be nice but this is a BLZ company so ANYTHING COULD HAPPEN..;-))

[jonwig] 18/8/2005 07:23

Right, Jesica.
What's your price-target for end-week?
(I'm thinking of anything to go for beyond the initial mark-up at 08:00)
John