Telephonetics Share Discussion Threads

[deanroberthunt] 11/1/2010 12:12

the only reason co's like this and 1000s of other are listed on AIM, is cos they wouldn't survive more than 24 mths as a private entity...they'd go under without being able to send the begging around and around...

[oilforex] 11/1/2010 10:53

DRH,

The only hope here is that Datadialogics or whatever it's called puts in a good turn and provides the parent with a much needed boost to figures... but that it is probably a long way off, if it happens at all....

[deanroberthunt] 06/1/2010 12:46

Nice to see the RNSs of new contract wins, improved sales/profits flooding in on a regular basis.........

YAWN .........................>>>>>>>>>>>>>>>>>>>>>>>>>>>> :>O

[deanroberthunt] 22/12/2009 12:27

all good stuff just need it to drill down to the bottom line.........

[lbo] 22/12/2009 11:19

Sheffield Teaching Hospitals cuts DNAs with Telephonetics VIP

Sheffield Teaching Hospitals NHS Foundation Trust is using Remind+ from Telephonetics VIP in 60 departments. The system uses automated telephone calls in combination with SMS and email to remind patients to attend appointments. In six weeks, Remind+ was used to call 48,000 patients, 1,561 of whom said they would not attend, freeing up £157,000 worth of slots. The trust is now hoping to cut DNAs by 30%, saving £1m a year.

[lbo] 20/12/2009 21:41

Cinema ticket takings hit £1bn



Annual ticket sales at British cinemas will crash through the £1 billion mark for the first time thanks to a slew of blockbuster releases.

[deanroberthunt] 18/12/2009 12:52

whilst ECK and TPH remain apart neither will achieve owt....so we have stalemate

[deanroberthunt] 17/12/2009 10:08

have you posted that on the ECK thread...

for once I agree with everything stated..........

[deanroberthunt] 16/12/2009 09:37

maybe thats the new strategy....underpromise and overachieve...

[deanroberthunt] 16/12/2009 09:29

LOLer

T'was hardly a stretch target...I think the local kebab shop turns more profit

[lbo] 15/12/2009 22:24

LOL

Except the forecasts for FY being met in H1. Amortization can skew the figures.

Telephonetics Forecasts
30-Nov-09 Revenue £10.80m PTP £0.30m EPS 0.20p (increased to 0.58p EPS after H1)

[deanroberthunt] 15/12/2009 12:32

hiostorically this has seriously underperformed, why should the market value it differently going forward....nothing has changed

[lbo] 14/12/2009 20:50

LBO - 22 Sep'09 - 14:12 - 838 of 853 edit

Interim results for the six months ended 31 May 2009



H1 Profit before tax of GBP0.41m
* Net cash funds of GBP4.47m
* Earnings per share 0.30p (2008: 0.42p)



forecasts moving substantially towards, if not exceeding £0.8m pre-tax profits with 0.58p EPS, putting the group on a 15.5x prospective EPS

Less £4m cash = EV of £4m and £0.8m pre-tax profits = 5x Pre-tax profits

[clocktower] 14/12/2009 10:48

Beware just look at Mike Neville`s history - Look at companies like MNT that Mike Neville has been associated with. BEWARE.

[deanroberthunt] 14/12/2009 10:42

13x earnings...so then this is worth £0.3 x 13 = £4m ..........

whats the current valuation?

[lbo] 13/12/2009 21:04

SPINVOX, the troubled technology firm, is close to accepting a $150m (£92m) takeover offer from an American rival.

A sale to Nuance Communications, the speech-recognition group, could be announced before Christmas. It marks the end of the road for Spinvox, which converts mobile-phone text messages into voicemails.

Spinvox is projected to earn £7m next year

[deanroberthunt] 10/12/2009 13:24

seemingly we have two ugly ducklings....will one become a beautiful swan....

don't hold your breath

[lbo] 09/12/2009 22:23

LOL



Eckoh (ECK, 5.625p, £11.24m), the provider of hosted speech recognition services, reports interims to 30 September 2009. Sales fell by 14% to £8.6m (H109: £10.0m), but an improvement in gross margins by 5% to 38.6%, due to a shift in the sales mix from Client IVR to higher margins sales in the Speech Solutions division, drove adjusted PBT to only fall by 3% to £0.175m (H109: £0.181m). Growth from the Speech Solutions divisions will offset the decline in Client IVR sales. Management are focusing on winning new, long term contracts with blue chip companies in the speech solutions areas. Eckoh will add specialist technologies to broaden its offerings, especially in the mobile area. An increase in capex reduced net cash to £1.5m (FY09: £2.4m). The market estimates 2010 pre-tax profit of £0.7m and EPS of 0.36p – we believe this is extremely bullish and expect the market to halve estimates. Assuming H1=H2, we would expect adjusted PBT of c. £0.35m and EPS of c. 0.18p. The stock trades on a 2010 PER of 31.3x and an EV/EBITDA of c.26x – an unwarranted premium to the market. We reduce our recommendation from a Hold to SELL.

[deanroberthunt] 09/12/2009 12:09

Telephonetics Forecasts
30-Nov-09 Revenue £10.80m PTP £0.30m EPS 0.20p (increased to 0.58p EPS after H1)
30-Nov-10 Revenue £12.00m PTP £0.30m EPS 0.20p

lets talk future not historic shall we........

and forget cash, the Gangster will spend it on wine, women and song.

[lbo] 08/12/2009 23:27

"tripe" indeed! Amortization can skew the figures LOL


deanroberthunt - 22 Sep'09 - 11:16 - 836 of 853

f.cast pbt next 2 yrs ~300k...mcap £9m....30x earnings....lol

overvalued.



LBO - 22 Sep'09 - 14:12 - 838 of 853 edit

Interim results for the six months ended 31 May 2009



H1 Profit before tax of GBP0.41m
* Net cash funds of GBP4.47m
* Earnings per share 0.30p (2008: 0.42p)



forecasts moving substantially towards, if not exceeding £0.8m pre-tax profits with 0.58p EPS, putting the group on a 15.5x prospective EPS

Less £4m cash = EV of £4m and £0.8m pre-tax profits = 5x Pre-tax profits

[deanroberthunt] 07/12/2009 20:11

LBO...you do talk some tripe.

[lbo] 07/12/2009 09:22

What is it about television world and trust nobody Scully??? You would think if there really was Aliens then people could provide real proof by now!

What is they say about my enemies enemy?

[clocktower] 06/12/2009 13:47

Maybe it would rise if Mike Neville departed - is he a friend of yours LBO - if so watch out!!!!