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ALU, ALTIUM LIMITED
blacksheep
post Posted: Jun 22 2018, 12:21 PM
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In Reply To: right edge's post @ Jun 21 2018, 09:51 PM

QUOTE
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.

QUOTE
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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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
right edge
post Posted: Jun 21 2018, 09:51 PM
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In Reply To: blacksheep's post @ Jun 12 2018, 08:41 PM

Lots of good news baked into the cake.
EPS of 22c and trading at $25.00
Seems mighty expensive.

 
blacksheep
post Posted: Jun 12 2018, 08:41 PM
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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
QUOTE
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 – 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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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
djam
post Posted: Dec 4 2008, 04:41 PM
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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



Said 'Thanks' for this post: fredsmart  
 
fredsmart
post Posted: Jul 15 2008, 09:56 PM
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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.

 
djam
post Posted: Nov 5 2007, 03:01 PM
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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.

 


philr
post Posted: Oct 30 2007, 08:49 PM
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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?

 
YChromozome
post Posted: Oct 30 2007, 05:41 PM
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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.

 
philr
post Posted: Oct 30 2007, 03:10 PM
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Do any of you guys know whats going on with this company. Should this have been released on ASX or am I missing something.

Altium link

 
YChromozome
post Posted: Dec 29 2006, 10:43 AM
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Posts: 46


QUOTE (Carsha @ Thursday 28/12/06 11:13am)

QUOTE
How did this oportunity come about if you don't mind me asking ?


It was during one of their training courses. I work in the industry and use their software products. I was just surprised how much of a positive atmosphere it was and this has to help with innovation, motivation and staff retention. Now if only my employer was like this . . .



 
 


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