Riverfort Global Opportu... Share Discussion Threads

[mred406] 07/1/2008 08:38

This should rocket north on this news.

[ltinvestor] 07/1/2008 08:26

This is the largest contract signed in the history of the company so no wonder the company is saying that it will underpin the figures for the year.The truth is that it will blow the brokers expectations out of the water!!As I have stated earlier this company should resign from AIM and list on Nasdaq.

[thetrader3] 03/1/2008 15:14

some interesting views
ITinvestor, what would a US listing mean to UK investors though?
would we get a better tax position?

[ltinvestor] 03/1/2008 11:34

The mobile market, as predicted by the directors several years ago, has moved totally towards convergence with the mobile appliance( note that I no longer use the word "phone")delivering data of all types to the individual.If you need proof of this just look at the features available on the I-PHONE or Blackberry which is now signing up ever increasing numbers of private individuals( not just business users) to its platform.I believe that rgo are entering into a major growth phase and that this will be reflected in contract announcements during 2008.IMHO this stock is very heavily oversold and if listed in the US the company would have a valuation many times that of the UK.
Perhaps the directors should consider a US listing now that the Chancelor in his ultimate wisdom has removed the main reason for investing in AIM companies ie taper relief.

[flyfisher] 03/1/2008 10:15

the trader3 - predictions.
at the last interims, the company commented that growth slowed in Q3, after which brokers became overcautious and downgraded their expectations for 2008. however, the final results in late november showed that growth had accelerated in half 2, suggesting that Q4 was strong. brokers forecasts for 2008 have yet to be upgraded to reflect this. the company has a history of issuing positive trading statements at the end of january ,the modest level of current views allow plenty of scope for this, i therefore predict a positive trading statement towards the end of the month , followed by broker upgrades.

[thetrader3] 02/1/2008 11:46

so any predictions for 2008 for RGO?

[stegrego] 20/12/2007 23:11

Shares Mag 2008 SmallCap Tips...



2 ERGO (RGO:AIM) – 177p, stop loss 141.5p

Good prospects caught in general small-cap falls - a buying opportunity.

Vital stats:

Market value: £55 million

Historic PE 2007: 21.7

Prospective PE 2008: 16

Prospective PE 2009: 12.5

Sector PE (next 12 months): 16.6

1-month relative strength: -2.4%

1-year relative strength: -38.6%

Yield 2007: n/a

NMS: 1,000

Spread: 3.3%

After leading the bull run that began in 2003, small caps fell out of favour this year and many stocks were sold indiscriminately, regardless of their financial performance. The shares of mobile telecommunications software expert 2 Ergo have been caught up in the melee and are more than a third off their year high. This looks to be a buying opportunity as the secular, organic growth offered by the booming mobile advertising and content market should look even more attractive if the global economy does cool next year.

Lancashire-based 2 Ergo's Multiserve platform provides content aggregation, delivery and billing capability to communications service providers that want to offer interactive, multi-channel content to their customers.

A strong presence in the UK was supplemented by last year's acquisition of Proteus in America. After an initial restructuring, Proteus is making profits on a monthly basis and 2 Ergo will now use the operation as a springboard into the booming Latin American markets.

Growth should also get a fillip from the creation of a new division, interactive media services, through which 2 Ergo plans to focus on rising demand for targeted advertising over mobile phones.

Recent deals with Vodafone (VOD), Rightmove and targeted mobile advertising start-up blyk are all testimony to 2 Ergo's technological prowess. September's full-year results highlighted its robust financial performance.

Organic sales growth was 8%, profit margins rose and cashflow was excellent, as management fears that the summer's television phone-in scandals would knock sentiment on the market overall proved unfounded. £9.3 million in cash and £4 million in investments underpin the £55 million market valuation.

Further acquisitions are likely but it is underlying double-digit trend earnings growth that should propel the shares upward.

[flyfisher] 19/12/2007 20:57

as aviva has increased its holding, it would seem that they were the buyer in the large trades earlier this week.

[thetrader3] 17/12/2007 15:11

a few big trades, any ideas?

[smelleroo] 17/12/2007 11:36

recent comment from International Data Corp. who attempt to analyse future trends:

IDC believes that 2008 represents a critical year for mobility that includes rapid growth and innovation across a range of subsectors

by the way, they are an american organisation!

[ltinvestor] 17/12/2007 08:41

Multimap has just been purchased by Microsoft although they already have mapping software because Multimap have a more sophisticated mobile facility.The mobile platform used by Multimap is 2ERGO'S !!!!!!!
On reflection RGO should remove themselves from AIM and seek a US quote where their valuation will be several times the present UK valuation.

[smelleroo] 05/12/2007 21:46

Google has given its new open-source Android mobile phone platform a shot in the arm by offering $10m to the developers who build the best Android applications. Google says it hopes to spark innovation with the so-called Android Developer Challenge, announced concurrently with the release of Android. The software development kit is now available for download on the Android site.

The $10m in prizes will be divided into awards of $25,000 to $275,000, and given to developers who can win over Google's panel of judges. "We've built some interesting applications for Android, but the best applications are not here yet because they're going to be written by developers," said Google cofounder Sergey Brin.

Developers can submit applications between January 2 and March 3. The 50 best will receive $25,000 awards to fund further development. In May 2008, the 10 best will be given $275,000 each, and the next 10 $100,000 each. A second challenge will be launched in the second half of next year after the first handsets built on Android hit the market.

Google is throwing money around by the millions these days to spur research in various fields. In September, the company announced it will give a $20m prize to spacecraft builders who can successfully land a ship on the moon and transmit data back to Earth.

[woodcutter] 05/12/2007 09:09

smelly - be patient

[ltinvestor] 03/12/2007 11:35

If anybody is in doubt about the potential for RGO then they should check HIP which has just listed and has a mkt cap of £79m.Proteus alone has a larger turnover than HIP which makes the price paid for Proteus( $1 )the steal of the century.

[smelleroo] 03/12/2007 11:31

woody,

we are 1p nearer to your 230p!

[woodcutter] 30/11/2007 14:55

sorry smelly......... you know i meant 230p, my typo mistake.

woody

[smelleroo] 30/11/2007 14:19

i am not surprised no one is buying if you believe it will recover to 130p!

if you want to make money in the markets, now is the time to be buying stocks!


BUY!

[spaceparallax] 30/11/2007 10:35

IC rates RGO as Good Value.

[smelleroo] 30/11/2007 10:04

could the rgo be about to go shopping, in this week's share mag:

2 Ergo (RGO:AIM) – Finals PTP: £2.59m (£2.32) Divi: n/a (n/a)

At May's interims management flagged its UK business could be hit by ongoing fallout from several UK television phone-in competition scandals. But such concerns proved unfounded. 'It's not a massive part of our business, but we thought the bizarre television-related problems could have dented confidence in other services that are big for us,' explains joint managing director Neale Graham. 'The City read too much into that and some even called it a profit warning,' he adds. A strong presence in the UK was supplemented by last year's acquisition of Proteus in America. After an extensive overhaul Proteus is now in the black on a monthly basis and 2 Ergo is now using the operation as a base for a push into Latin America. Growth should also be boosted by the creation of a new division, Interactive Media Services, planned to cash in on rising demand for targeted advertising over mobile phones.

Further deals also seem to be on the cards at the £55 million cap, which demerged m-commerce expert Broca (BROC:AIM) earlier this year. 'We are looking forward to lots of organic growth in the UK and US, but I must stress we are ready to acquire,' says Graham. 'We have proved we can acquire and have the services and capability to do so and we will become more aggressive here.' Lancashire-based 2 Ergo's Multiserve platform provides content aggregation, delivery and billing capability to communications service providers wishing to offer interactive, multi-channel content.

Shares says: The recent falls represent a buying opportunity.

[woodcutter] 23/11/2007 08:55

Ptolemy

I bought rgo initially just after the float and topped up several times 'till i had a pretty decent size holding. After the profit warning i sold everything at somewhere between 230/235p for a decent profit. Since then i have bought back in a few times in the 170's so i'm in profit again but not much. I also sold the broca shares straight away for a decent return. There might be great potential there but it's way overvalued and still is imo. I need to see some revenue before i would consider broca again.

I've recently topped up in rcg on the falls having bought into that shortly after the float.

Fwiw my holdings are:

dcm sgi rgo mwe rcg gng hms tol

most i've been in for a while.

And yes i do post on mwe and am sitting on quite a loss but the business is grossly undervalued. At 30p share price with 4p of earnings almost guarenteed at the end of this year it's sitting on a per of 8 which is ludicrous for a tech stock with this potential. Added to that they have 13p/share in cash if you strip this out it's on a per of 5!!! Similar Nasdaq quoted companies like Alvarion are trading on a per of 20+. The Wi-max future is massive, cable systems for accessing internet etc will be a thing of the past in the future and it's happening now. Also as Wi-max becomes the defacto standard mwe will almost certainly benefit.

Sorry to rgo users for the off topic.

woody

[thetrader3] 22/11/2007 18:42

Good results, quite a few sells today though.This surprises me a litte.

Not sure about the Google thing Itinvestor.

TT3

[ptolemy] 22/11/2007 15:05

I seem to have read that five minutes ago on the MWE thread....where you also said that MWE is your only loosing share. Just an observation but you're doing well if you're in profit on this one!

[woodcutter] 22/11/2007 12:32

If your here for the long journey then you'll be handsomely rewarded, the short term movements will seem incidental two years from now. Remember "in the short term the market is a voting machine in the long term a weighing machine." WB

woody