Telephonetics Share Discussion Threads

[lbo] 19/1/2010 20:48

Artificial intelligence is more than just talk – Google's top inventor



Where do you see technology such as the internet going? For example, the next 1 billion people to come on the internet will do so via mobile phones.

Mobile is going to be extremely important. Our interaction will be different – we won't be typing as much, we'll be talking more and speech recognition is going to be increasingly important and display a lot smaller.

[lbo] 19/1/2010 20:36

A lot of AIM volume now trades on PLUS market. But I agree the performance and liquidity has been very poor. I wonder if the large shareholders are happy with the performance and liquidity? We can only assume they (the holders of 67.5%) are or would they not be looking for changes?





Anthony Mckay 20,288,889 18.6%
William Burgar 20,138,889 18.5%
M Brooks Esq 12,909,843 11.8%
Octopus 8,200,000 7.5%
J Sandon-Allum Esq 6,333,333 5.8%
Rathbones Investment Management 5,800,000 5.3%



Companies with the following characteristics make for more attractive leverage buyout targets:

* 1. Generate high levels of free cash flow relative to their valuations
* 2. Have high net-cash/low existing debt balance sheets
* 3. EV/EBITDA valuations are relatively low
* 4. High level of insider (top-management) ownership
* 5. Market conditions or investor perception that depresses stock price valuation

TPH Mkt Cap = £8m - £4m cash = £4m EV and £1m EBITDA

[johnstonp] 19/1/2010 12:26

i cant find any trades at all since Christmas

[deanroberthunt] 19/1/2010 12:04

jeez...have these delisted and just not told anyone.....

the actvity is overwhelming

[deanroberthunt] 15/1/2010 16:22

thats cos us Brits can't hold a light to the Yanks when it comes to business.

[lbo] 15/1/2010 14:28

Well if you had bough Nuance at $4.40 back in August 2005 you would now be sitting on shares just under $17 a share! :)

[deanroberthunt] 15/1/2010 12:26

what you've been saying all along is that the market ECK an TPH are in has lots of growth potential.....but the forementioned haven't got the nouse to capitalise on it......

[lbo] 14/1/2010 16:24

Moving Toward Speech Recognition and Voice Interfaces

[lbo] 14/1/2010 15:44

"Keep ramping these though and you might get your money back one day!"

"It is quite clear that you have no idea about the company, it's products, it's market place, it's management, where it expects to make money etc etc. I could go on"



Before you attempt to "go on". I suggest you employ your secretarial skills and try some reading of the BB and what was said all along! Then we will see who has "no idea"

ROFLMAO

[oilforex] 14/1/2010 12:55

Spooky... yes to be fair is probably undervalued by market at present but with good reason. I think the problem though is finding who will take offer the 10p given the problems with integrating this sort of business.

[spooky] 14/1/2010 12:05

deanroberthunt - That's got me a little confused,how could they have gone bust when they have always been extremely cash generative and have £4 million or so in cash ?

[deanroberthunt] 14/1/2010 11:58

Oil...if they weren't listed they have gone bust eons ago.

[spooky] 14/1/2010 11:50

oilforex - I think everything you say is correct but i still think the company is worth 10p or more to the right buyer.

[oilforex] 14/1/2010 11:25

Clocktower, I would agree. The current management have shown absolutely no ability to add any shareholder value. Despite their efforts 'to buy in' market share through acquisition.

If they hadn't stumbled upon the idea of Movieline which supports the company, they would have gone bust long ago.

One of their problems is in buying profitable businesses and suffocating what made them good by trying to impose their own model; something which quite clearly does not work.

The words slow, undynamic, bureaucracy, top heavy all spring to mind. Exactly what you don't want from a supposedly dynamic tech growth company.

[clocktower] 14/1/2010 11:12

How many investors have lost considerable sums of money in companies that Mike Neville sits or sat on the board of?

Can you think of any reason why this should be a diffrent situation?

[oilforex] 14/1/2010 11:04

So at which point in the 5 year history of posting on here 'did' they become good value in your opinion then? At what price. emm?

One would expect your comment would be right at the very bottom of course!

Or would it have been after the 'successful' takeover of VIP when they dished out shares at 28p?

It is quite clear that you have no idea about the company, it's products, it's market place, it's management, where it expects to make money etc etc. I could go on.

Eckoh? Where on earth did that come from. Never had an interest in them I'm afraid.

Keep ramping these though and you might get your money back one day!

PS As it's your thread you might want to update the holdings and information shown above as it's so clearly out of date. But don't take my word for it. What would a secretary know after all! :-)

[lbo] 14/1/2010 00:03

It seems even your "one thought" was not even a very good one!

My first post was actually "An interesting stock in a interesting growth sector but looks overvalued currently and may suffer a hangover from the fully valued reverse takeover of Leptis. Its also likely that they will look to expand rapidly and we could see some discounted fundraisings in the short term but one to watch longer term IMHO"

Maybe you should go back to focusing on your secretarial skills and highlighting the typos! :)

Next you will be telling us Eckoh was "a great investment"! LOL

[oilforex] 13/1/2010 12:26

Lol LBO.

LBO - 3 Aug'05 - 11:06 - 1 of 879

All thats happend since your first post is the share price has gone down from 40p to 6.5p

So I did have one thought... not a great investment!

:-)

[deanroberthunt] 13/1/2010 12:04

actually its 4.5mths....

[deanroberthunt] 13/1/2010 08:52

3.5 mths of sweet fa..........

[lbo] 12/1/2010 13:50

I should have hired you as my secretary. A good secretary so proficient at typing like you could then leave the thinking to others and concentrate on the typos! :0

[oilforex] 12/1/2010 08:19

Love the way that the header for this thread still reads 'Telephonics!'

Perhaps this is a diff company than the Telephonetics that I'm thinking about...

[lbo] 11/1/2010 15:23

Telephonetics VIP wins contact centre tender with East Dunbartonshire Council



East Dunbartonshire Council has purchased the revolutionary ContactCentre 59R through the Lagan procurement process.

11th January 2010, Hemel Hempstead, UK - This recent win puts Telephonetics VIP, speech automation and data integration specialists, as a firm choice among councils in Scotland giving precedence to the dedicated work and commitment made in the Scottish region