Vividas Share Discussion Threads

[nmf777] 27/6/2007 12:50

that was me!

[philjeans] 27/6/2007 09:08

OK Scrutes; seems a fair bet, based on your research - in for a modest 6400 this morning.

Hope you're right - we'll be waiting for those RNSs!!

;)

[blue brazilian] 27/6/2007 08:31

Well said Scrutable

[scrutable] 27/6/2007 07:47

bachman
Lots of very experienced investors are doing well from lemming research. Facts should never be a liablity in investment decisions...

But I have always been sorry for investors' losses from PlaneStation. I lost a large six figure sum myself. Even with the clarity of hindsight, I have never been able to change my opinion of Oliver Iny who was inspired, and is STILL a brilliant entrepreneur. He is behind VSH. This month will test the business model at Alton Towers - another prospective multi bagger with say 80% of the value at risk.

Oliver Iny lost £5m or so of his own money, and was brought down by an extreme of corporate envy, malice and stupidity in the Pru who, with only 18% of the vote, did a Machievelli, manoeuvered him out of his own brilliant creation, and displaced him with an accountant. After throwing Iny out they went on to demolish the business and with it £20m or so of pensioners money.

The story fits into the history of risk. PlaneStation should have made a billion. Sometimes there is an unexpected flaw that never re-occurs . You cannot exclude some risks which are unpredictable. The same acceptance of risk made a x16 bagger out of ASOS, and three baggers out of the likes of CSR, SOLA, NLR,and soon Toledo Mining .

My defence is that one sixteen bagger pays for 16 risks that go wrong, and even a 3-bagger pays for three PlaneStations.

You are surely comfortable with risk, and on balance must have done very well from taking it.

[bachman] 27/6/2007 00:14

SCRUTABLE - 26 Jun'07 - 22:33 - 684 of 684

im not worried, not since i bought your planestation story have i been let down by you, even then more experienced investors would blame me for not managening my investment.

[scrutable] 26/6/2007 22:33

bachman
don't worry. The fall has been caused by end-of-year tax selling in Australia and NZ where VDS was born and has many PIs. The fall should be short lived and presents an excellent buying opportunity. BUY after the fall, SELL if you must - after the rise should be the rule. BUY at the moment of minimum confidence - PROVIDED that fundamentals have not changed or have even improved.

The Broadcast Live Exhibition at Earls Court has yielded a valuable pipeline of prospects. An important contract is likely to be announced this week and several more over the next three.

I have e-mailed the CEO (ex FD) and begged him to keep PIs informed of his sales successes, and to consider issuing a Trading Statement asap after H1 end 30 Jun. Others with more clout are doing the same.

It is hardly 6 months since the company went seriously commercial - even less since major updates provided a definitive product. There are indications that the market has finally cottoned on that VDS is two years ahead of MicroSoft and Adobe. I think there will soon be a wave of orders at the same time from the enquiries, propositions, and budget plans which have matured during the last three months.

The first opportunity is imminent for Vivistream webcast to be offering the same film, at the same time as MS RealPlayer and thus for a true comparison to be available on Pay per view. This will give VDS their biggest break to capture attention and take the lead which their technology deserves.

[lofty] 26/6/2007 22:10

Last Sunday's Telegraph article.

Sony Blu-ray overtakes M'soft HD/DVD in rental field.

Sony keen to expand film rental via B'band IPTV.

Guess whose system they will use? (Do use)

That's right: VIVIDAS.

Think of the logistics to do that. Time folks, time.

[bachman] 26/6/2007 15:20

well, it had to happen, lemming investor hunch goes wrong. not worried though, weakness most prob down to t20s opened ahead of the exhibition hoping for contract news, now no news, close positions instead of rolling them over. i have rolled mine over to end of july.

[legallf] 26/6/2007 12:13

tumbling today!!!

[blue brazilian] 26/6/2007 12:12

Buying opportunity soon.

[lofty] 26/6/2007 09:59

What on earth is causing this weakness?

[scrutable] 25/6/2007 13:46

Pimp
I fully agree. Their exhibition stand copy was not designed to attract the maximum attention. The CEO Paul Neville is the ex FD - which explains the marketing weakness.

[the_pimp] 24/6/2007 17:34

They are a bit annoying. Their product is great but their self pr is useless. Joost are getting their name everywhere but their product is weak.

[scrutable] 23/6/2007 15:01

It is obvious that Sky will be looking closely at the experience gained at Fox.

I get the impression that maga deals in this industry need six months incubation from the time the idea is used to fertilise potential re client thinking.

I would not be surprised to see business develop across a broad front from several clients at the same time, but some can definitely not move before next March when their own new budgets finally open the way.

[scrutable] 23/6/2007 14:56

The actual article does contain TA including a candlestick chart as usual to illustrate the points made. We are happy to pass on the message

"The recent slow 10-week fall in the share price comes from a lack of news flow. The company has been getting on with developing broad market acceptance
to exploit the budgetary capacity of corporate clients as it next becomes available.

Nevertheless the long term growth channel rising at a creditable 122%/pa is still intact. The story has not changed. We know of no special difficulties to distort the impression we have of shares now testing a double bottom being available at an attractive discount.

[the_pimp] 22/6/2007 23:10

That is a useful update from lemminginvestor. Good they took the time and effort to check things out.

fox,sky,sony,itv,paramount,cbs all are testing in some way or form. Just a matter of getting them to commit.

Get the feeling price should be going up rather than down.

[paul augustus] 22/6/2007 09:16

It pays to be in the know ;-)

[bachman] 22/6/2007 08:18

Fox = sky anyone? it's my best guess. the clues are there. pay per view, fox sports events.

[bachman] 22/6/2007 07:15

Lofty you may get your wish


the ta is missing from the link

[lofty] 21/6/2007 11:49

We sure need some good news!

[treborbob] 21/6/2007 11:48

This looks like a Simon and Garfunkel share.
"Slip sliding away"!

[james 2] 11/6/2007 21:06

Works for me as well, me & the kids had a great laugh messing around on the site.

[the_pimp] 11/6/2007 20:53

I have found this. Looks as if VDS have quite a few films signed up.

[the_pimp] 08/6/2007 22:01

Steg,

Works for me.

P

[stegrego] 08/6/2007 00:22

The trailers on the Surfs Up site dont work for me ...