Value And Indexed Proper... Share Discussion Threads

[cfro] 13/8/2013 18:50

How on earth do you value something like this? Problem is you cant compare VIP to MONI to get an idea of market caps etc, two completely different animals.

Sp has fallen from 36p back in 2011 to 3p at its low. Why the large drop if the company has something that unique?

[johnma] 13/8/2013 17:37

Invested back in August 2010.

The company is in a much stronger position today.

- Exceptional Management Team
- Mobile Payment space expanding as companies look to evaluate their mobile offering.
- Very cheap compared with its peers.
- Strong client base - in KPMG & Equens to mention.
- Revenues growing 4 years in a row - based on Interims - that is set to continue.
- M Foundry recently sold for 10 times revenue. (just on this VIP is incredibly Cheap)
- From a chart point if we break 7p the stock can breakout.

[29howard] 13/8/2013 14:29

Big rise here did moreforus invent a false rns of good news ?

[moreforus] 13/8/2013 14:28

sailing it does quite work like that in the real world or are you saying that its fine for a tech co to front run actually making a profit in terms of valuation as they are "special" ...

do you remember the tech bubble?

[sailing john] 13/8/2013 14:17

M4 as I'm sure you know it doesn't quite work like that with high growth tech stocks

As Johnma mentioned MONI market cap circa £650m

Results FY12 ..1H13
Rev ....£36m...£28m
Loss!..(£16m).(£29m)
But company valued at over £600m on expectation of profits to come!
dyor SJ

[moreforus] 13/8/2013 14:06

sailing key for the rise is good sentiment and poor liquidity... market cap now needs 800k profit per annum to be fair value on a pe of 10

[sailing john] 13/8/2013 14:02

Equens Partnership
Key stats
SJ
hxxp://www.equens.com/aboutus/companyprofile/key_figures.jsp

[johnma] 13/8/2013 11:00

Moni valued at £650m v VIP £8mSame sector huge difference

[sailing john] 13/8/2013 10:03

M4 - Yes in terms of rise but hardly any BB followers on here, iii or LSE.

The key for me was the 1H results and the partnership with Equens and more recently KPMG.

And I like the Chairman's CV
"Luciano Martucci has joined the Board as Non-Executive Chairman. With a career at IBM spanning since 1970, culminating in his appointment of Country General Manager and Chairman of IBM Italia Luciano has extensive knowledge and experience of the TMT and Financial Services sectors. Additionally as a leading businessman he has been a Counsellor at Assolombarda for Research and Innovation, which is a part of Confindustria (Italian Entrepreneurial Association), a member of the Board of Directors of the American Chamber of Commerce in Italy and of the Counsel for Relations between Italy and the USA. He is currently member of the Executive Committee of Milan Trade Fair Foundation, Chairman of The Innovation Group and a Senior Advisor to Advent International, the global private equity firm."

[diamond1] 13/8/2013 09:52

Word of warning. IMTK went up like this only yesterday. Ended up exactly where it started the day.

Looks good for now though.

[moreforus] 13/8/2013 09:34

i'd say well on radar now

[sailing john] 13/8/2013 09:30

Still off the radar!
+20% on £10k traded

SJ

[johnma] 12/8/2013 20:04

Moving up on small volume

[johnma] 12/8/2013 13:10

KPMG & EQUENS deals - starting to move into the market....

[johnma] 12/8/2013 12:20

Moving up on small volumes...

Market Makers must be short.

[johnma] 09/8/2013 20:57

Looks like we are ready to move up on the next leg

[johnma] 03/8/2013 12:30

http://www.telecompaper.com/news/vipera-enters-partnership-with-kpmg-advisory-in-italy--958939http://www.investegate.co.uk/article.aspx?id=201308020700107886K&utm_source=feedburnerfeed&utm_medium=feed&utm_campaign=Feed%3A+Investegate+(Investegate+Company+Announcements)&utm_term=feed

[johnma] 02/8/2013 10:20

With EQUENS KPMG coming to the table a new scope of opportunities has opened

[johnma] 02/8/2013 10:19

Just looking at the half year the full year looks very strong.

[bigalan3] 02/8/2013 09:23

Just made a small investment. I think they will be profitable for the full year.
Surely no downside.

[moreforus] 02/8/2013 07:28

Yep good rns....

[johnma] 02/8/2013 07:26

Vipera - KPMG Commercial Partnership AgreementVipera announces today that it has concluded an agreement with KPMG Advisory Spa ("KPMG"), a leading consulting and IT services company in Italy. Under this agreement KPMG, who are looking to expand their business in the area of mobile services and mobile financial services, have become a commercial partner and system integrator of Vipera's mobile financial services and solutions based on Motif.

[johnma] 30/7/2013 21:55

Placing in nov 2010 at 8.5p - so these are cheap as chips

[sailing john] 30/7/2013 15:47

Bought in today

SJ