YChromozome Posted October 30, 2007 Share Posted October 30, 2007 In reply to: philr on Tuesday 30/10/07 03:10pm The announcement refers to a high profile customer, but if you look in the detail its for a deal of over 30 licenses. Link to comment Share on other sites More sharing options...
philr Posted October 30, 2007 Share Posted October 30, 2007 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? Link to comment Share on other sites More sharing options...
djam Posted November 5, 2007 Share Posted November 5, 2007 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. Link to comment Share on other sites More sharing options...
fredsmart Posted July 15, 2008 Share Posted July 15, 2008 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. Link to comment Share on other sites More sharing options...
djam Posted December 4, 2008 Share Posted December 4, 2008 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 Link to comment Share on other sites More sharing options...
blacksheep Posted June 12, 2018 Share Posted June 12, 2018 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 Link to comment Share on other sites More sharing options...
right edge Posted June 21, 2018 Share Posted June 21, 2018 Lots of good news baked into the cake. EPS of 22c and trading at $25.00 Seems mighty expensive. Link to comment Share on other sites More sharing options...
blacksheep Posted June 22, 2018 Share Posted June 22, 2018 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 $30 million in FY 2018. In light of this, I continue to believe there is still meaningful upside for its shares over the next 12 months and would consider it to be one of the best tech shares on the market at the moment alongside the likes of Altium Limited (ASX: ALU) and Aconex Ltd (ASX: ACX). Link to comment Share on other sites More sharing options...
nipper Posted February 18, 2019 Share Posted February 18, 2019 Altium Limited (ASX: ALU) reported its half-year results for the period ending December 31 2018. [With comparisons to the prior corresponding half (all figures in US$).] 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% Link to comment Share on other sites More sharing options...
blacksheep Posted July 24, 2019 Share Posted July 24, 2019 Extract - Why the best performing hedge fund is selling - LHC is LONG ALU Other long positions include ASX-listed payments company iSignthis, and high flying tech stock Altium. https://www.afr.com/business/banking-and-fi...20190723-p529t2 Link to comment Share on other sites More sharing options...
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