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ALU - ALTIUM LIMITED


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In reply to: YChromozome on Tuesday 30/10/07 05:41pm

Thanks for your reply but I was mainly wondering why there was no market announcement just something on their website. Surely a deal like this should be reported on the asx?

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In reply to: philr on Tuesday 30/10/07 08:49pm

 

There was an article in the SMH last week also, this

is not announcement material for ALU. NASA does

add some interest, but they are growing their share

of the market at a good rate and have been for years

now, its just another sale at the end of the day, many

large companies use Altium Designer. The good part is,

once a company locks into an EDA product, they do so

for the long term, as it costs much more to change

products then it does to buy the software itself.

 

Still buying a few from time to time, but I'm mostly

just holding long term.

 

Cheers.

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  • 8 months later...

In reply to: djam on Monday 05/11/07 03:01pm

Does anyone have anyone have any recent information or insights on this company? The design concept is interesting, the revenue growth is impressive, and the reach is global. Profits, however, have not yet eventuated.

 

If anyone has any thoughts on this company, I would love to hear them.

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  • 4 months later...

In reply to: fredsmart on Tuesday 15/07/08 09:56pm

 

Hi Fred,

 

Read the latest announcements and outlooks by the company.

 

The future looks bright even if they do half what they say they

can.

 

They just released a new version this week, Winter 2009.

 

Here is a link to a cool video they are promoting a lot at the

moment.

 

http://nextgenerationelectronicsdesign.com video

 

Regards,

djam

 

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  • 9 years later...

ALU received a favourable mention in this article recently.

3-D PRINTING STOCKS POISED FOR RECOVERY

By Tony Featherstone

Wed 06 June 2018 08:15 AM

 

extract

Software star Altium is a better way for long-term investors to play the 3-D printing trend. The developer of electronic circuit board software is not a 3-D printing stock, but its software, used to design electronics for devices produced through 3-D printing, is leveraged to the trend.

 

Altium is eyeing a tiny slice of a US$2-trillion market for on-demand electronic design and manufacturing, produced via 3-D printing.

 

It is early days, but Altium could provide free software to retail product designers, such as university students, who design electronic circuit boards for product prototypes that are manufactured on-demand. Then receive a small fee from the product manufacturer ÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â‚¬Å¡Ã‚¬Ãƒâ€¦Ã‚¡ÃƒÆ’‚¬Ãƒâ€Â¦ÃƒÆ’¢Ã¢Ã¢â‚¬Å¡Ã‚¬Ãƒâ€¦Ã¢â‚¬Å“ a fascinating business model if it works, given expected growth in 3-D printing and on-demand production for small-scale runs.

 

Altium is not cheap. The stock trades on a forward price-earnings (PE) multiple of about 50 times on some broker estimates. But the well-run Altium is justifying its valuation through faster-than-expected growth, reflected in its recent result that beat market expectations.

https://www.nabtrade.com.au/investor/insigh...rinting_stocks0

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  • 2 weeks later...
Seems mighty expensive.

 

Agree - too expensive for my taste even though analysts/media reckon it's got further to go. But then I recall similar recommendations made re BIG un not that long ago - see this extract I posted else where.

 

The Big Un Ltd share price is up over 1,500% this year

QUOTE

Considering its cash profit margin was approximately 37% in the first-quarter, this could mean a cash profit of almost $30 million in FY 2018. In light of this, I continue to believe there is still meaningful upside for its shares over the next 12 months and would consider it to be one of the best tech shares on the market at the moment alongside the likes of Altium Limited (ASX: ALU) and Aconex Ltd (ASX: ACX).

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  • 7 months later...

Altium Limited (ASX: ALU) reported its half-year results for the period ending December 31 2018.

 

[With comparisons to the prior corresponding half (all figures in US$).]

Revenue of $78.4 million, up 24%

Net profit of $23.4 million, up 57%

EBITDA margin increased from 30% to 36.3%

Reported expenses of $49.8 million, up 12%

Earnings per share of 18 cents, up 57%

Interim dividend of A$0.16, up 23%

China revenue of $9.66 million, up 49%

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  • 5 months later...

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