Orcadian Energy Share Discussion Threads

[bones698] 22/2/2007 20:15

a litle optomistic but i am 99% certain any t\o price will be well above the current share price . news must be due soon!!!!!!

[par12] 22/2/2007 18:55

Eric any idea of the value of this business on the balance sheet ?? because that could be the price;

BUT as BLZ is the main share holder I hope they sell the company as a whole;

60p

[ericthecat] 22/2/2007 09:29

ORCA will happen, its just a question of when;

ADA is slightly different, BLZ sold out and have no input in what happens to ADA. I do think it is outrageous that they want to keep the cash for 12 months, but shareholders should come together to demand the cash asap, there are enough institutions to make sure that happens. With regard to BLZ involvement you must say that it is either great business or insider trading....take your pick?

As for ORCA the sale will happen at what price and when is anybodies guess?

IPTV market consolidation gong into final phase

Published: Tuesday 30 January, 2007

First Thoughts: The IPTV market has been in consolidation for the past year or two and with rumors about Minerva being put on the block, it looks like it is set to carry on for a while yet. Minerva got out of the competitive and R&D intensive encoding business, and made it clear that it was a middleware play last year and has had nothing but success since, among US IOCs.

The IPTV market has always preached that without middleware there is no core function to demonstrate for IPTV, and the debate has moved to faster channel change, high reliability and flexible operator EPG interfaces. Some would say that with no middleware you are under someone else's control when it comes to IPTVand that's not good for a major equipment supplier, ask Alcatel after its recent experiences at AT&T.

Tight integration with set-tops, with DRM and with VoD services and trick play for DVRs, all stems from how the IGMP in the network is structured and the IP stack in the set top. Middleware in this market is a term for anything the customer can interact with, so that's the customer devices, programming assets, billing, service information, on screen messaging, electronic program guides, content ingest, customer provisioning.

So if the fight is under way for the hand of Minerva, then Cisco would be crazy to give it up without a struggle. Turning this around, if Minerva investors are thinking of cashing in, then they would be crazy to do so without letting Cisco make a bid. So rumors of Nortel about to buy Minerva concerned us. Is Cisco NOT in the market for a middleware play? If not what exactly IS its IPTV strategy?

Back at IBC in September, there were numerous new IPTV middleware offerings brought to market, but none seemed mature or ready for prime time with a rapidly scaling network. Companies like Dreampark emerged out of nowhere, Thomson bought out the code base for the France Telecom MaLigne TV system and cable VoD specialist Seachange even joined the fray with its own, mostly VoD, system.

But even if there are 30 middleware packages out there, a large telecommunications equipment vendor cannot mess attempting to deploy a multi-billion dollar network based on software that is not proven. Which means that whichever company doesn't get their hands on Minerva, must go after Israel's Orca, already attracting the attention of Comverse.

Final Thoughts: A few months down the road and we could easily see the pairings of Alcatel with multiple middleware offerings, Nokia-Siemens with Myrio, Cisco and Nortel with Minerva and Orca, and Ericsson with Kasenna, while the Chinese UTStarcom would become a target for local suppliers like Huawei. And then the battle for IPTV services would be purely driven by the big equipment suppliers. Game over

[eenmakkie] 22/2/2007 09:22

Maybe the same will happen with ORCA
ORCA business and software gets sold for cash.
Cash stays in the accounts of ORCA.

Orca buys Emoze with cash or maybe better with newly issued shares.
Heavy dilution and Emblaze gets 90% of all the shares.

1) Or Emblaze gets all the cash and Orca-Emoze stays with the debts.

2) If Orca sells his software for cash and Orca keeps existing, Emblaze dusn't has to put the loss in his books. And the cash will be used to keep the unemploymend in the Emblaze family low.


so erickthecat give your opinion about ADA now

[bones698] 21/2/2007 16:46

interesting on goings at ada, selling its assets and basically a cash shell, may look for purchases.i wonder if they will t\o orca lol now that would be funny.
of the 2 companies blz floated, orca and ada i always thought orca had more to offer , i wonder if this is part of a plan by blz!!!!!!!!!

[humpo2] 16/2/2007 09:40

quietly creeping up with no news?

[ericthecat] 15/2/2007 10:20

tick up on no trades, looks like orders coming in?

still no news.

[eenmakkie] 13/2/2007 22:57

two big cross trades, probably from marketmaker to marketmaker......

[scl1982] 13/2/2007 16:44

Yeh, I certainly agree... the buys are ramping up.

[humpo2] 13/2/2007 12:04

Couple of buys today. News on the way?

[eenmakkie] 12/2/2007 10:42

lets hope non of the same announcements as Adamind did today!!!
Takeover bid
Takeover price 43p
Financial Services Authority ("FSA") of the appointment of investigators
Takeover price dropped
Giving away the technologie for free to the takeover company

[ericthecat] 09/2/2007 11:34

Expect alot of news coming over the next week, its the GSM show in Spain!

Announcement of the Commverse using ORCA in their NetCentrix system, lets hope of some Deals aswell;-)

[eenmakkie] 07/2/2007 21:32

40p per share for this year and not after they are bankrubt and delisted or takenover via a reverse takeover.

But am afraid that the outcome will be something we can't expect and nowone of this message board has talked about it.
Looked in to the history of ADA, ORCA, BLZ, ZIP, KIB, everything that happend, nowone did expected it...

[scl1982] 07/2/2007 15:27

Hopefully they are around a table now talking about 40p per share :)

[par12] 07/2/2007 13:00

Looking Very WEAK

[par12] 06/2/2007 15:06

With out a deal, we are in trouble

[scl1982] 05/2/2007 16:23

Glad I am not the only one who saw the potential in this one. I dived in a couple of weeks back, just hope it comes to something. Anybody else have any new news?

[ericthecat] 01/2/2007 19:32

Looks like Nortel, could be one of the companies talking to ORCA aswell?

[ericthecat] 01/2/2007 18:04

I believe there is a new brokers note out on ORCA anybody seen it?

[eenmakkie] 30/1/2007 19:42

Can be much longer, look at ADA, we are there still waiting from december06.

[bones698] 30/1/2007 13:05

can't be long now, either we will get a bid over 35p or it will be refused. judging by the lengths of the talks there is a good chance of an approach

[par12] 30/1/2007 08:44

colin if someone whats the technology; they will not want old customers on cheap deals that they have to support; Its a good move to dump customers so the buyer only gets technology and cash ;0)

[colinhy] 30/1/2007 08:20

Re my earlier post (924) Time Broadband Signs Deal With Amino

Time Broadband India have confirmed to me that their IPTV services are using Kassena middleware not ORCA

"Orca is a middleware which is integrated with amino.

However our CDN business is a stand alone business where our stack has kasenna as middleware."

[eenmakkie] 29/1/2007 14:51

Hey guys take a look at the ZIP message board here on ADVFN,
I posted almost all the relevant news of the past back up frond.
I think there is some action cooking for the future and from my calculation (still not accurate) there are almost no shares free to the market, Emblaze and Co do almost hold all the shares. And I think that there are still a lot of shares short by the market maker for almost a year now from the big volumes that were traded back then.

Anyway all thoughts are welcome; it has been one of the most complicated advanced tricks by Eli and Co and I still think it is not over, it still has to begin the process of making money of it for Emblaze

[hotfinance14] 29/1/2007 10:43

This is positive news for a change.