Telephonetics Share Discussion Threads

[deanroberthunt] 11/4/2006 11:00

surely they must factor into their forecasts that the Summer period will be significantly down from other seasons, due to the fact that most peeps don't want to be inside when the sun's a shining! lets pray for a cold, miserable, rainy summer then? one jests.

[deanroberthunt] 11/4/2006 08:49

WJCC....

Yesteday's announcement ostensively bags the forecast growth for 2006, which supports current share price ..thus, any further significant client wins from here on in, then we're off to the races.

rgs

[deanroberthunt] 11/4/2006 07:34

and on the subject of picking good stocks, PEG is a better guide than PE, and with 30% forecast growth gives a PEG of 0.55.

"According to Jim Slater, the investor who popularised the use of PEG's as a stock share selection tool, a share with a PEG of 1 or lower is attractive".

DYOR AIMVHO

rgs

[deanroberthunt] 10/4/2006 18:14

Its 8.2 million squid over 6 years, thats all I need to know, more growth banked, onwards to the next target.

[zeel] 10/4/2006 16:59

I think they twisted the reality a bit yes

[wjccghcc] 10/4/2006 15:54

So you work for Eckoh then? Seems a bit like sour grapes to me.

I don't think they've misled anyone. They say they've been providing services to Cineworld previously but that they're now replacing Eckoh in the former UGC cinemas. They say the revenue from the revised contract is double their previous contract which implies a turnover increase of 16% on last year.

[zeel] 10/4/2006 15:19

TPH have taken a liberty imo

Looking at the previous releases we never had a deal with cineworld before.

Basically there was consolidation in the market. UGC which we had a deal with were aquired by cineworld and as TPH already had a deal and were known to them they decided to use them imo.

In reality, our deal with Empire actually takes in 17 previously owned cineworld cinemas which were aquired by empire so the deal for tph was much reduced than it once could have been.


TPH have misled the city imho by stating we were the incumbent providers when it clearly was not the case.


Such is life so I hope this is cleared up now. On the face of it the tph deal is not what they might want you to think.

[deanroberthunt] 10/4/2006 13:50

this company WILL be branching out into other markets...infact its already started if one reads the RNS's.....the cinema revenue will just become the bread and butter, which all solid comapnies need!

rgs

[wjccghcc] 10/4/2006 13:47

Well for a start, today's contract on a per annum basis represents 31% of last years revenue. That's pretty good growth in my book :-)

[integer] 10/4/2006 13:43

today's announcement I think adds at least £400k per annum to the bottom line. Very nice indeed! Can't wait for the next set of results :-)

[deanroberthunt] 10/4/2006 12:35

come on Zeel, don't be silly, this is a new and huge growth market (in its infancy), the potential's everywhere and anywhere...for starters NHS, preferred supplier and they have only placed a small first order.....

[zeel] 10/4/2006 12:27

they may have grown 240% but tell me where the future growth is coming from.


The facts pleasse

[wjccghcc] 10/4/2006 12:08

Yes they are reliant on how many people go to the cinema but they're clearly the leader in their field with scope for significant international expansion now they have 80% market share in the UK. However contactportal grew 243% last year and that's where the potential is - leveraging off their movieline technology to branch out into other industries.

As dean says, a PE of 16.5 is not exactly high for this early stage potential and personally I think they'll beat expectations unless the summer movie releases are really terrible.

[zeel] 10/4/2006 10:49

I see tph crashed from 42p down to 26p. Just too one dimensional imho and reliant on the cinemas.

Way overvalued at this price.

[wjccghcc] 10/4/2006 10:04

I think they meant that contactportal would grow more than movieline. Nice contract taking them up to 80% market share with international expansion to come. Added a few.

[deanroberthunt] 10/4/2006 10:04

Komb...

whats your point exactly?

[kombimatec] 10/4/2006 09:58

Extract from the Joint MD statement in their accounts released just over a month ago!

''It remains a strategic goal of the Company to reduce reliance on the film
industry, as we continue to grow ContactPortal's corporate and public-sector
client base.''

[green sand] 10/4/2006 08:55

Cineworld deal! Plus tying in the client with options?

[Abuse team] 19/3/2006 23:06

Post removed by ADVFN

[goodgrief] 19/3/2006 23:04

LBO ... LoL.

Seems like you've a subscription to Shares Mag !

Or do you just nip into the newsagents at lunchtimes ?

LBO - 12 Mar'06 - 21:03 - 105 of 168

Paying for information that is blatantly obvious and freely available is a poor reflection on the fools that subscribe to it.

Independent thought is a rare thing nowadays.

Have you never wondered that if these guys who ran tipsheets were so proficient then why would they need to sell subcriptions to their investment ideas in the first place?

[integer] 10/3/2006 23:14

I'm interested in getting a feel for the revenue side here. when they sign a contract what is the rough % of support fees which they will receive per annum?

does anyone have the IPO prospectus or broker report by chance for TPH?

many thanks in advance...email is:-

quote AT open DOT port995 DOT com

[lbo] 09/3/2006 14:07

Todays Shares Mag

Telephonetics' two-pronged attack finds target
Telephonetics (TPH:AIM) – Finals PTP: -£1.4m (-£0.53m) Divi: n/a (n/a)

Speech recognition software
designer Telephonetics (TPH:AIM)
saw its MovieLine ticket ordering
system make excellent progress. It
is now used in 67% of the UK's
multiplex cinemas and a first deal
was done in Ireland.

There is longer-term potential
in its ContactPortal system, which
sifts thousands of calls for large
organisations, including banks
and accountancy firms. Several
NHS trusts have also come
aboard. ContactPortal is now
worth 23% of group sales after the
unit's revenues jumped 243% last
year. More orders look likely.

Shares says: MovieLine
provides stability to the
more exciting growth
promise of ContactPortal.