Riverfort Global Opportu... Share Discussion Threads

[letsgetbizzay] 19/5/2009 10:19

Online buy limits ridiculously low. Got myself some at a shade over 116. Can see 130 easily by end of week.

[stevemarkus] 18/5/2009 11:06

results on 20th May. dealit, I hope you're right.

Cheers,
Steve.

[dealit] 17/5/2009 15:09

I have been involved in researching Companies as to making money for a few years now and don`t really get involved on boards. This stock ticks all the boxes, should make me 20%. Please tell me I am wrong on Thurs/Fri.

[ltinvestor] 14/5/2009 09:26

The contract with ABC is only worth around £300k over 2 years according to Wapfly who were projecting a turnover in total of £1.4m for yr end jan 2008.It isn't clear from the announcement exactly what has been purchased but I suspect it is the Australian part of the business which has an insignificant turnover and Rgo have probably bought it for next to nothing hence no financial details.

[ltinvestor] 13/5/2009 10:45

Perhaps if the company looked after its shareholders and paid a dividend we would see more support for the business after all they are profitable and sitting on a pile of cash.

[stevemarkus] 11/5/2009 11:47

Not much interest recently (an understatement?). From the last trading statement in March, when they announced trading in line with expectations:

'2ergo expects to announce its interim results for the six months to 28 February 2009 in mid May'

so results should be imminent. I have been buying back recently at these lower levels having sold my previous holding last year at (thankfully) higher levels. Any comments in the run up to results ?

Cheers,
Steve.

[powwow] 12/2/2009 15:28

they rid broco at 80p then buy it back at 10p ?

[mr tyson] 14/12/2008 01:17

The master has spoken...... Looks bad!

[ltinvestor] 27/5/2008 07:48

A little known fact about rgo is that in the US it is partnered with AT&T and FOX television to power the delivery and billing for American Idol and last week 97million yes 97 million votes were cast!!!!

[wjccghcc] 19/5/2008 13:52

The outlook statement was pretty cautious saying several times that their clients' spending was unlikely to be immune to a consumer slowdown. On a current year PE approaching 20 there's quite a lot priced in, so I took profits on most of mine. Will be back in at some point though as lot of time for the management.

[paul_simon] 19/5/2008 13:39

WHY HAS THE SHARE PRICE FALLEN SO SHARPLY TODAY ON THE BACK OF SUCH GOOD NEWS (Pre Tax profit up 20%)

[smelleroo] 21/3/2008 08:32

once again shares mag recommends 2ergo:

2 Ergo (RGO:AIM) 181.5p

Lancashire-based 2 Ergo's Multiserve platform provides content aggregation, delivery and billing capability to communications service providers who want to offer interactive, multi-channel content to their customers. A five-year deal with Telefonica's (TEF:MC) O2 for its Multisend interactive messaging suite and February's in-line trading update show the £56 million cap remains firmly in growth mode, despite the knock to sector sentiment caused by 2007's phone-in competition scandals in the UK.

[flyfisher] 27/2/2008 12:16

share price is moving up quite sharply, ahead of friday's agm !

[smelleroo] 26/2/2008 07:01

good to see institutions buying more ergo! plus read this on the visa ipo:

Visa's IPO represents the latest step in the financial transformation of the payments industry, which for decades has been in private hands. As it evolves, Visa and chief rival MasterCard Inc. are looking to pump up profits by creating alternatives to the cards that are in virtually everyone's wallet. Both companies are testing programs that transform cellphones into payment devices that can also receive targeted offers and discounts

[flyfisher] 11/2/2008 18:35

last years trading update was released at the agm , given that this years agm is on the 29th feb , i guess that we will have a trading update then.

[smelleroo] 04/2/2008 12:08

yes saw that too. i would have thought a trading statement would have been announced by now (i.e. the end of January). I find it strange that with the o2 contract, market expectations have not been exceeded???

smelleroo

[flyfisher] 04/2/2008 11:54

smelleroo, aviva were also buying in december, it seems the share price is underpinned by a couple of institutions buying in the recent mkt turmoil, i look forward to a trading update.

[smelleroo] 04/2/2008 11:45

axa increasing their holding in rgo 5.07% to 5.22%. only small but at a time when most institutions are selling, very encouraging, imho!

[thetrader3] 13/1/2008 09:28

ive looked at some nasdaq mobile co's and i can only conclude that itinvestor is wrong here can u share your research?

the valuations are very low for companies with more profit than rgo.

[thetrader3] 09/1/2008 08:21

Itinvestor are you talking rubbish
Why are you talking about nasdaq all of a sudden?

[smelleroo] 08/1/2008 09:52

i found this article on the impact that mobile phones are having in the travel industry -

relevant points for rgo -

Mobile commerce is forecast to grow from $15 billion in 2004 to $90 billion by 2009, with 76% of European consumers in 2008 having a mobile web-enabled handset and the majority of them using mobile data services regularly, according to research from Trivnet and Forrester.

The reality is that the travel industry is now on the verge of seeing the mobile device taking off as a tool with which to communicate, use as a geographical location-finder, or market travel-related services to. And the opportunities are significant.

"Around 30% of the mobile subscriber base are using the mobile web regularly. Since the end of 2006, we have gone from two million to between 13 million and 15 million users."

Among the driving forces are colour display handsets with user-friendly icon-based menus, while more than 80% of mobile handsets shipped in 2005 and 2006 have colour displays.

GPRS 2.5G and 3G are now standard, and users are becoming more aware of the costs of browsing the mobile Internet from their handsets. Typical costs are around €0.02 per screen/page accessed. There has been an expanded range of content, and marketing services are being heavily marketed by service providers such as O2 taking advantage of increased awareness of customised context-aware services. Meanwhile, developments such as Vodafone m-pay and Orange Directbill enable payments for content consumed to be added simply to a user's mobile bill.

A recent spate of acquisitions has also demonstrated the intention of several large mobile players to begin delivering travel guide content across mobile devices: Tom Tom, the supplier of GPS personal navigation devices has acquired TeleAtlas, the second biggest supplier of maps in the world, while Nokia bought Navteq, the world's biggest supplier of digital maps.

p.s. ergo partner with comtec! could be interesting!

[ltinvestor] 08/1/2008 08:36

TheTrader3.
I suggest you check equivalent company valuations for mobile data application companies in the US and then the reason why might just permeate your brain!

[thetrader3] 07/1/2008 20:28

great contract win

Itinvestor you keep talking about nasdaq why would this be better?
the us economy is a mess
us companies are in fact listing on aim just look at hip

aim is still the place to be