Orcadian Energy Share Discussion Threads

[twigden] 19/9/2006 08:36

It's worth nothing at the moment, so something for nothing = something

[colinhy] 19/9/2006 08:31

IPTV is a growing market but the IPTV market does not want the products offered by ORCA.

Why then would anyone want to buy/takeover ORCA ?

[twigden] 19/9/2006 08:25

Cheers, still represents a years worth of trouble, I just opened up a guarenteed stop bet @ 13p - happy with that. Risk reward balances.

[hugepants] 19/9/2006 08:20

Net cash isnt 10M. They've conveniently ignored the liabilities to get that figure. Id say its prob about 7M (if you add more losses on from the half year end).

[twigden] 19/9/2006 08:18

If you think there is a market and success in there somewhere, then 13p represents a good buying price with net cash of £ 10million, it can afford another couple of years of disaster during which it may get bought out

[hugepants] 19/9/2006 08:18

Another AIM stock where the guidance has zero basis in reality (record order books etc). I hope the for "sale signs" are up.

[tone] 19/9/2006 08:05

Dead in the water;

[tone] 18/9/2006 18:50

Its just crazy world

[hugepants] 18/9/2006 14:48

Playing with myself again.

Current market cap at 21.5p and 35.5M shares in issue = 7.6M

Approx $18M (£9.5M) net cash at end Dec 05. Thats 27p

Note the results state 21.3M net cash at year end. However not sure that includes all debt. $20M is more prudent.

Loss for the year to Dec 05 was $3.5M = £1.85M = 5.2p

So if loss this year matches last year then ORCA should still have around 22p cash at end of this year. With tax losses and the business valued at less than zero its quite a compelling valuation. I guess we'll know a bit more tomorrow!


PS Adamind looks even cheaper. 25p to buy , net cash of 34p

[ericthecat] 18/9/2006 11:46

If anybody has any questions, I will be speaking to ORCA (haggai) later in the week.

[colinhy] 16/9/2006 11:51

Microsoft still having problems with their IPTV solution


"Software from Microsoft is a key part of the TV set-top box that Verizon is marketing to millions of customers in seven states. But during the two years the project has been in development, the phone company became so frustrated with delays and technical glitches with Microsoft's technology that it replaced some of Microsoft's personnel and software with its own, according to people familiar with the matter. Verizon now has programmers working on the project at its facilities in Texas and India.
Verizon took those steps because it feared the project would otherwise have slipped behind schedule, people close to the phone company say.

Moving quickly on TV service is crucial to Verizon because it's in a race with cable operators to provide an all-in-one package of phone, TV and high-speed Internet access.
The difficulties with Verizon are a setback for Microsoft, which has had limited success in its massive efforts over the years to become as important a player in the emerging world of living room set-top boxes as it already is in personal computers.
Verizon officials wouldn't comment specifically on Microsoft's work, but they acknowledge they are developing software themselves that they initially expected to have been developed by Microsoft."

[tone] 14/9/2006 19:28

5 days till judgement day;

[colinhy] 14/9/2006 08:29

No wonder ORCA is not announcing deals, every contract is being won buy their competitors.

After experimenting with Microsoft Telus choose Minerva middleware.


"Telus has engaged Nortel to help it integrate the components of an IPTV system, enable SIP-based voice over IP services, and create a migration path to a converged IMS-based platform.
Telus has been experimenting with IPTV, relying on a system provided by Alcatel and Microsoft, but has opted to go with Nortel to integrate an open, standards-based IPTV network.
Ken Couch, Nortel director of marketing for IPTV, said Telus will rely on some of its own preferred vendors, though there is some commonality with some of Nortel's partners.
For example, Telus will source middleware from Minerva Networks."




IPTV-Americus to offer Industria's Zignal IPTV platform in Latin America

(Industria's Zignal replaced ORCA middleware at Magnet in Ireland)

[istanbully] 13/9/2006 09:50

Looks like the results will be released on time

[ericthecat] 12/9/2006 13:15

This is where they want to be.



Part of this deal would make ORCA

[ericthecat] 12/9/2006 12:55

prepare for more selling as results will be awful for the first 6 months. I will look to add on any falls as contracts are meant to be signed in the 2nd half of 2006?

[colinhy] 08/9/2006 08:56

Orca's IPTV Interactive Alliance Gains Momentum with Addition of New Partners
IBC 2006

Orca Interactive (LSE:ORCA), a global market leader in developing middleware and applications for IPTV, announced today that its new Interactive Alliance IPTV partner program is gaining momentum with the addition of eight new companies.

TECHNOLOGY
New partners include
Streaming21
Irdeto
existing technology partners BitBand Technologies, Nagravision, Verimatrix and Widevine.

APPLICATION
New application partners include
InLive Interactive
Accedo Broadband
existing application partners GooMe and Emblaze-VCON.

SUBSCRIBER USER INTERFACE
SUI partners new to the Interactive Alliance are iPanel
Texas Instruments
existing SUI partners Amino, ANT, Humax, Kreatel, Opera and Setabox.

INTEGRATION
BCC, one of the top 10 Russian consulting companies in the field of development and system integration, has joined the integration partners DigiEyeZ, HP, IBM, Indra, Lucent, and Open Technologies.


"Our participation in Orca's Interactive Alliance gives us the independency we need to streamline the installation, customization and maintenance of IPTV services with our new customer SibirTelecom," said Dmitry Gokov, VP Professional Services, Open Technologies. "Orca's SI-enabled approach and ready-made integration enabled a smooth service launch and will continue to seamlessly serve SibirTelecom's upgrade needs in the future."

"The flexibility in user interface creation and application offering was very important to us in our choice of IPTV middleware," said Nils Overgaard, CEO, ComX Holding. "Leveraging the solutions offered to the Interactive Alliance partners, our integrators DigiEyeZ, were able to quickly develop a customized UI for us and develop advanced applications such as TV based email. This allowed us to increase our subscriber numbers as well as their level of usage and satisfaction."

[colinhy] 08/9/2006 07:38

New product catalogue but nothing about a new contract


Orca Extends Support for Flexible Business Models to Enhance IPTV Operator Revenue Generation
IBC 2006
Sept. 8, 2006
The Product Catalog, an Enhanced Business Management System Introduced at IBC, Expands RiGHTv Capabilities to Improve Operator Business Management




This may partly explain why ORCA is losing contracts

"The conversion of in-house IPTV Middleware packages to merchant packages is also having a strong effect on the IPTV market. PCCW's package (marketed by its Galaxy subsidiary) is now a leading package. Telefonica's Middleware package (marketed by Lucent) is becoming another strong contender. Microsoft's Middleware, however, continues to attract the closest scrutiny due to delayed rollouts at AT&T and Deutsche Telecom."

[colinhy] 07/9/2006 20:50

If ORCA lose their Chunghwa contract to the PCCW QualiTVision - CASCADE IPTV Solution then ORCA is in dire straits.

[ericthecat] 07/9/2006 10:58

hmmmmm......they do need some good news as here is possibly more bad news, one of ORCAs key contracts.

[colinhy] 07/9/2006 10:44

No announcements from ORCA

Its competitors ARE winning contracts while ORCA has only demonstrations and partnership deals.

Siemens Wins IPTV Deal at SES AMERICOM with its Myrio middleware

[admarky2] 07/9/2006 09:35

still waiting for this "news" you are talking about. the share price needs a major revenue enhancing deal and not some new forum they are involved in.

[ericthecat] 07/9/2006 00:05

Lets hope for some good news in alittle under 7 hours time? We need it!

[colinhy] 06/9/2006 08:12

The worldwide subscriber base for Internet Protocol Television (IPTV) services is set to expand rapidly by 2010, inciting a war between video providers, both old and new.

It has been estimated that global IPTV subscribers' figure will cross 63 million in 2010 from 5 million in 2005, with a Compound Annual Growth Rate (CAGR) of 65.99%.

As per industry experts, the overall IPTV services revenue collection from subscriber base in 2010 will be over $35 billion.