Equity Research, Broker Reports, and media content on ARTILIUM PLC

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Research, Charts & Company Announcements

Research Tree provides access to ongoing research coverage, media content and regulatory news on ARTILIUM PLC. We currently have 9 research reports from 1 professional analysts.

Date Source Announcement
15Nov16 07:00 RNS MVNO Agreement
03Nov16 07:05 RNS Issue of Equity
03Nov16 07:00 RNS Final Results
31Oct16 07:00 RNS MVNO agreement
05Oct16 07:00 RNS MVNO & Re-seller Agreement with Overal Mobiel
22Sep16 07:00 RNS Introduction of KYC (Know Your Customer) Solution
12Sep16 11:15 RNS Issue of Equity
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Joy of Techs

  • 21 Nov 16

ICT evolution is driven by technological development as advances are made which both meet and shape customer requirements. Our 2011 note No such thing as a telco described the modern reality in that former ‘telcos’ now deliver varying elements of a range of managed services. We built on this theme last year, exploring in further detail their evolutionary paths, operating fundamentals, and cashflow yield similarities. In the consumer environment, demand for bundles of technology is complemented by demand for content. Across the pond, the mooted combination of AT&T and Time Warner typifies the bundled need of ‘pipe’ and content, since unbundled alternatives such as FaceTime and WhatsApp can be easier and clearer to chat over, and Amazon and Netflix are easier to watch anywhere. In the UK, BT’s defensive actions cover delivery, content and capabilities, acquiring EE yet also buying football rights. While TV was long ago added to triple play to become quad play, voice is now merely an app, and fixed and mobile seen as just dumb pipes: it's the content that will influence consumer choices. Growth of TV and film as well as music and gaming over IP leads to UK small cap opportunities. In context of the drive to maximise value from pipes and access by offering content and data, we look at some amongst the potential tech small cap beneficiaries: Amino*, Keyword Studios, ZOO Digital*, 7digital*, KCOM* and CityFibre*.