Velocity Composites Share Discussion Threads

[nurdin] 30/11/2009 11:20

Nice 17.5k buy there...got a feeling we could be motoring soon :o)

[nurdin] 30/11/2009 08:33

Amazons 'Kindle' an incredible mobile marketing medium and should benefit the likes of Velti:

[stegrego] 27/11/2009 12:58

Looking good here under sever market weakness.


O/T

Nurdin and / or GHF - if you have a spare 10 mins could you check out NETD please and give me your thoughts. Bought it at over 20 and added today at 16p.

Just wondering if im completely wide of the mark thinking its a buy at 16p with 16.5p of cash and 1.5p earnings pencilled in.

Ta

[nurdin] 27/11/2009 12:43

gagging to break out :o)

[nurdin] 26/11/2009 18:11

yup I agreee...some decent buys today

[rafieh] 26/11/2009 17:35

It is reassuring to see VEL ending in blue on a day like this. (FTSE 250 down nearly 300 points)

[glasshalfull] 24/11/2009 17:21

nurdin - VEL starting to look even better value - short term - in comparison to RGO

RGO is indeed rated far higher but given their significant investment programme in the business amounting to £7.1m in the coming year, brokers are forecasting that they will report a pre tax loss of £600k for 2010, before continuing their growth trajectory in 2011.
They are a quality business but I cannot see much upside short term given that they are already fairly priced.

Doesn't affect my own circs as I'm in for the long haul, but I have short term funds available and it has certainly made up my mind.

Regards,
GHF

[glasshalfull] 24/11/2009 10:09

You're right nurdin.VEL on a lower rating which may be partly down to neg cashflow and market wanting confirmation that this has been addressed. Company are certainly focusing on it.
RGO on the other hand have nice net cash balance and generate cash.

Just goes to show the potential with Velti once they start throwing off cash.

Regards,
GHF

[nurdin] 24/11/2009 09:48

Yes RGO looks interesting GHF but different market and different technologies..although agree that both RGO and Vel stand to benefit from the explosive growth in the mobile services market now very apparent

VEL however has a lot of catching up to do on rating.If they were rated on the same earnings multiple as RGO,the share price would be closer to 300p...which also happens to be the brokers target ...;o)

[glasshalfull] 24/11/2009 08:24

This is not intended as a ramp, but anyone interested in VEL should give RGO's results a look this morning for confirmation of the stonking growth being experienced.
V bullish outlook with EPS 19% ahead of forecasts.

The whole mobile services market is undergoing explosive growth.....great news for VEL :-)

Regards,
GHF

[glasshalfull] 23/11/2009 21:17

Yep nurdin, on cusp of a breakout.

Regards,
GHF

[nurdin] 23/11/2009 15:00

Looking good for a major breakout here :o)

[nurdin] 22/11/2009 10:41

Its heading that way rafieh..imo.As GHF says RGOs results next week should indicate how fast the smartphone market is rising,which should give some support to Veltis share price.However Veltis market is already underpinned by not only the growth in mobile platforms but also by the growth in mobile content and services which appear to be mushrooming.

Despite the brokers having trimmed their expectations because of losses at Ad Infuse,Velti are trading on 2010 earnings multiple of just 6.7 at the current offer price of 187p.The mutiple drops to 5 for 2011.A forward PEG of 0.16 is way too cheap imo !!

[rafieh] 20/11/2009 18:30

If/when we break through the 200p, the chart will look explosive.

[glasshalfull] 20/11/2009 15:43

Thanks nurdin.
Already had a few and felt compelled to add a few more.

Next news should be a trading update in January when I'm hoping for confirmation of positive cashflow.

We should get an idea of the market through 2ergo's results which are scheduled for Tuesday next week.

Regards,
GHF

[nurdin] 17/11/2009 12:58

Well timed buy GHF...and welcome on board.

Nice 33k buy at ask there...bodes well for further moves this week imo

[glasshalfull] 13/11/2009 13:17

I've joined the throng :-)
Offer up to 186p on PLUS.

I noted the softening of the shareprice and was simply waiting for opportunity of adding. Thought they might dip below 170p at one point but as you say, persistent buying since 10/11 with the bid slowly creeping up.

I reiterate that with smartphone sales booming (and conversely content / apps) both VEL and RGO are my plays in the sector.

VEL's growth appears stronger but I still wish confirmation that positive cashflow is the company's main priority in the coming year and that all acquisitions have bedded in.

RGO announce full year results on 24th Nov which should be a good indicator of general market conditions. RGO deliver consistently and exhibit strong cashflow with net cash on B/S.

Regards,
GHF

[nurdin] 13/11/2009 13:11

Persistent buying here today...wonder whats going on...:o)

[nurdin] 22/10/2009 14:08

Some interesting trades there :o)

[rafieh] 21/10/2009 09:15

good buying continues.

[nurdin] 20/10/2009 10:36

A breakout in full force shortly :o)

[glasshalfull] 20/10/2009 08:14

Good article on BBC web site which indicates explosive growth of smartphones.



Regards,
GHF

[stegrego] 20/10/2009 08:12

If people wake up to this stock, then 300p could well be seen sooner rather than later.

[nurdin] 20/10/2009 08:09

Another good day ahead I feel...:o)