Flagged this one up on another board thread the other day and said it was one to watch very carefully. It more or less as a momnopoly position within the growing IPTV market. It has a good management, is moving into a profit making company , now has positive cash flow and has around 13 million cash in the bank, enjoys margins of around 80% yes 80% and works with some of the biggest Tech companys on the planet.

Contracts should be announced very soon which should lead to a pushing of the price upwards. The spread is an off puter but you can normally deal within side it. Citywire have tipped this one so I will post their findings below.

DYOR

Orca could be a whale of an opportunity

By: Joanne Wallen, Associate Editor Citywire 3/02/2005



Orca Interactive is off to a good start as a separate company having spun off from Emblaze in October and with the might of HP and now IBM behind it, Orca should be a force to be reckoned with.

Shares (ORCA) in the AIM-listed company are unchanged at 126.5p today, well above the 93p flotation price and valuing the business at 43.2 million.

The Israel-based company, which states its earnings in US dollars, saw revenues for the year to December grow by 106% to $5.2 million while losses decreased to $1.8 million (953,000) from $4.9 million. The company had $24.5 million of cash on the balance sheet.

Orca offers a complete suite of applications to fixed line telecoms companies, enabling them to offer television services over their telephone networks (IPTV). The software covers everything from the user interface (every click on a remote control), to integration with a telcos back-end billing and customer interface systems.

IPTV is just starting to take off as telecoms operators upgrade their networks to IP (internet protocol) or data networks. The telcos, losing out from declining voice revenues and competition from the cable operators, are now looking to offer services such as video on demand and full broadcast television over their networks.

Orca has already announced relationships with Hewlett-Packard, Lucent, Nortel, Nokia and Siemens, and today added IBM to the list. These companies will resell its software and act as systems integrators.

Chief executive Haggai Barel told Citywire he expected to be able to announce deals with these partners very soon. At present, Orca still has to provide a considerable amount of professional services to customers, but in the longer term Barel hopes that its partners will provide all of this and Orca will revert to being a pure software players, with margins to match. Gross margins are already nearly 80%.

The companys main competition comes from Alcatel, which has its own software but is also looking to be the systems integrator for that software. This is likely to inhibit any of the major systems integrators from dealing with it, and leaves the rest of the market open for Orca.

Citywire Verdict:
It is clearly still early days, but Orca is in there ready for what looks like being an explosion in IPTV. Few network operators will have a choice. They will have to compete for customers television and internet business, or lose out in a big way.

The fact that the two major competing hardware manufacturers and systems integrators, IBM and HP, have chosen to work with Orca sounds like very compelling endorsement both of the technology, and of the fact that there are few viable competitors out there. Well worth a punt for those that like the risks inherent with IT stocks.

cheers GF.

Bouncing up of support at 123p, this time its for real.



cheers GF.

A snapshot of results from the other day.............

Financial Highlights:

Revenue increased by 106% to $5.2 million (2003: $2.5 million)

Net loss reduced to $1.8 million (2003: $4.9 million)

Healthy balance sheet with net cash of $24.5 million

Positive outlook for the IPTV market in 2005 and beyond.


As at today's date, we are currently involved in over 25 trials/tenders for our
product worldwide and expect to announce further contract wins shortly.

Orca's user-friendly, end-to-end applications enable delivery and
management of VOD, TV channels, EPG, NVOD, Pay-Per-View and e-commerce for
related merchandise. Orca Interactive has formed strategic partnerships with
Amino, BitBand, GooMe, ECI, HP, IBM, Kasenna, Kreatel, Microsoft, nCUBE, NDS,
Nokia, Nortel Networks, Optibase, Pace, Samsung, SeaChange and more).

Orca has also announced today that it has signed a global co-marketing agreement
with IBM, to promote its products in telco tenders worldwide.

Cheers GF.

from 'This Is Money'.............

Orca Interactive
Orca Interactive, the Israeli-based provider of services to the TV industry, saw revenues rise 106 per cent to US$5.2m (2.8m) last year and net losses were reduced to $1.8m from $4.9m in 2003. It has also signed a global co-marketing agreement with IBM under which Orca will be able to deliver its RiGHTv software on the IBM eServer.

cheers GF.

All buys today no sells, will really start to motor when we hear news of those contracts coming in.

cheers GF.

Suprised theres not more interest in this one as it as massive potential. You can buy within the spread if you try.

cheers GF.

Two massive buys just been filled.

cheers GF.

This one looks very interesting GF. Nice find! Must admit I've never heard of IPTV before though, which is a good thing I suppose. Might dip in after i've pulled out of CUC, which doesnt seem to be making any headway.

Well done chad. CUC as been lack lustre, used to be a favourite of mine. Item in shares mag a few week back cant have done it any good.

cheers GF.

GF. I may be way out here, but am I right in thinking that Orca have something to do with the interactive TV like on Sky where you press the red button?

Intriguing. Any idea what the market cap on this one is?

dclinton,if you click the blue ORCA epic on the top of the thread it will tell you all the info you require...

hope it helps..

Mega...

This is old but encouraging stuff from the telegraph:

"Orca Interactive

Pretty soon a great many of us will be getting our TV, radio, music and most other forms of home entertainment down the same internet pipe in the ground.

One company hoping to exploit the boom in "TV over the internet", or IPTV, is Orca Interactive, the Israeli firm that joined Aim in October when it demerged from Emblaze. Orca provides the software that allows all the different types of data to be transmitted through one cable into the home.

The shares have risen from 99p at the float to close last week at 123p, helped by comments from the likes of BT in the UK and KPN in the Netherlands that "triple play" providing phone calls, TV and internet in one package will become the stan‐dard for consumers in the near future. For long-term investors, Orca is definitely worth a look. Buy."

Mega - thanks. For some reason the ShareScope data is incomplete for this one.

Anyone know of any real-world websites where one can experience the technology? It all sounds great in theory, but I'd like to see how it performs in practice.

Doug

Hi Doug, have a look on their website. There maybe help there.

cheers GF.

All buys this morning, but quiet out there.

cheers GF.

GF. Whats your position on Yoomedia (YOO)?

Not a big fan Chad, dont care for the balance sheet. Seen shares mag this week and like the piece on blue sky stocks. Blockshield, stanelco and Zytronic, look the best of the picks. DATs in a very competitive market.

Quiet monday morning for me.

cheers GF.

same here GF.

Can't find anything on the Orca website that directs me to examples of the technology in action, unfortunately.

Still, I've gone in for a few of these. The deal with HP is what impresses me most.

Doug

Off hand Doug cant think of anywhere else unless one of its customers have it on their web site.

Im sure news flow will push these up as the year goes on.

cheers GF.

Indeed. All round I think this looks like another one of your top picks with huge potential as the deals roll in. It'd just be nice to be able to see it in action. I did check out a couple of their customer sites but couldn't find any tv to watch.

Doug

More buyers have come in this afternoon.

cheers GF.

One trade of 41,000 at 128.31p which is recorded as a sell but is very close to the mid price so could equally be a buy.

You might have already mentioned this somewhere GF but what kind of time scale are we looking at for those deal announcements?

Very soon if you have a gander at the piece by CityWire at the very top of the page, first item.

cheers GF.

Here we are copied from above....................

"Chief executive Haggai Barel told Citywire he expected to be able to announce deals with these partners very soon"

cheers GF.

Thanks GF. Are there any sites that explain IPTV in more detail? I wanna get into this one but I just need to totally convince myself this IPTV is gonna be a big thing.

Chad do a search with one of the seaarh engines.

cheers GF.

Deliver TV Services Over Broadband IP Networks
Microsoft TV is currently deploying end-to-end software solutions for Internet protocol television (IPTV) delivery to network operators worldwide.

If you're a telecommunications operator looking to offer digital TV services over your broadband network, Microsoft TV IPTV Edition provides a competitive and scalable end-to-end software solutions for delivering next-generation TV experiences to your customers, including video-on-demand (VOD) and digital video recording (DVR). The Microsoft TV IPTV Edition offers all the benefits of delivering video over an IP-based network and unique service bundles with voice or data products.

If you're a cable operator, the Microsoft TV IPTV Edition offers an economic transition path to all-digital networks, while capitalizing on modern video compression, such as Windows Media 9 Series in standard and high definition formats. This will allow you to use bandwidth currently allocated to analog for new, revenue-generating services including a broad range of digital TV services such as VOD and DVR and personalized content and advertising possible with a broadband IP network.



--------------------------------------------------------------------------------

Better TV
Microsoft TV IPTV Edition opens new opportunities for delivering services that will increase consumer satisfaction and loyalty.

Better Selection of Content Offer virtually limitless programming and on-demand content because only channels selected by consumers are delivered over last-mile, broadband networks. Advanced video compression allows standard- and high definition video to be delivered using todays broadband network technologies.

Better Navigation The multimedia program guide provides a unified user experience with integrated listings for broadcast and on-demand content, consistent navigation and search features, and picture-in-picture.

Better Channel Surfing Experience instant channel changing; the delay associated with tuning channels in a digital system is effectively eliminated.

Better Video-On-Demand (VOD) All content - including HDTV - can be distributed on a subscription or a pay-per-play basis with content promotion integrated into the user experience.

Better Digital Video Recording With an internal or external hard disk, customers can pause, fast forward, and rewind live and recorded content, and since its IPTV, multiple recordings can be made without the need for tuners so theres no need for costly hardware upgrades.

Better Bandwidth Utilization Windows Media 9 Series advanced compression technology - a core component of the Microsoft TV IPTV Edition platform delivers standard definition video at bit rates ranging between 1 and 1.5 Mbps and high definition programming ranging between 5-6 Mbps. Thats as little as one half to one third of the bandwidth required by comparable MPEG-2 solutions.

And guess who Microsoft use as its partner???????????????????????

Orca's user-friendly, end-to-end applications enable delivery and
management of VOD, TV channels, EPG, NVOD, Pay-Per-View and e-commerce for
related merchandise. Orca Interactive has formed strategic partnerships with
Amino, BitBand, GooMe, ECI, HP, IBM, Kasenna, Kreatel, Microsoft, nCUBE, NDS,
Nokia, Nortel Networks, Optibase, Pace, Samsung, SeaChange and more).

cheers GF.

This ones just ticked up aswell.

cheers GF.

Im in, finally.

Moving up nicely aswell.

cheers GF.

A good day all in all

Moves me into profit after only two days. That's the kind of share I like. Thanks for another great tip, gf.

Doug

hi guys, I am new in this. May I ask if itis still the right time to buy?

Yes certainly if you are prepared to be patient and await contract/deal news which will push it along.

cheers GF.

thanks very much.

Up 4p this morning, NICE.

cheers GF.

Now up 5p and on a break up.

cheers GF.

How can you be so confident when the moving averages look so strange?Has anyone given a medium term price target for this one?

No on both counts ethel. Its got a fantastic customer base and contracts /deals are due anytime. Its in a market dominating position with little if any competition and growth is quite staggering. The early bird catches the worm.

cheers GF.

Nice rise today puts me comfortable in profit. All this rise with no news, I guess there must be strong rumours going on in the background. I wouldn't be surprised to see the MMs shaking the tree in the next few days.

Doug

Bit early for that dont you think dclinton?

Not sure. The price is up on not a lot of volume (161,000 today) which suggest the MMs know something is going on. If contracts are soon to be announced, then I would expect them to shake out some of the more jittery investors soon beforehand.

Of course, this is all just a guessing game in the end. The whole MM system is quite ropey. Roll on electronic trading books for all stocks.

One day.

Doug

Onwards and upwards I say, LOL.

cheers GF.

Just ticked up, NICE.

cheers GF.

Up 15% in a week. That's the kind of share we like.

Another move up, really hot at the moment this one, dont forget 80% margins and 13 million cash on the books, super.

cheers GF.

This year is going to be dominated by voice over IP (VOIP), but I think that IPTV is not going to be far behind. The growth of broadband should start to make this a truly viable proposition.

doug

Certainly will Doug and just look at the breakout on the chart.

SUPER.

cheers GF.

What's your target on this one GF?

Great tip pick GF. Glad i got in in time for the break out.

Good article in Shares mag yesterday too.

The skys the limit Chiva20, Ill let the market decide the target, Ive just added again.

Chad thanks for that I will get a copy hopefully tomorrow.

cheers GF.

Buyers still coming in, offer now up to 150p.

cheers GF.

Its been an excelent week for this one.

cheers GF.

Chad what did the article in shares mag basicaly say?. Run out at my local smiths.

cheers GF

GF. Basically good results and in a young niche market. "One to watch". One to buy I'd say and then watching it go up is much more fun.

Yup and its moved up nicely this morning. This one could really take off.

cheers GF.

Well its certainly flying now and all buys no sells.

cheers GF.

Hi guys ,this orca looks a live wire bought a few today . I think it will do us all a good turn ,the growth potential is tremendous.

regards bowman

Nice to have you on board bowman, onwards and upwards.

cheers GF.

Couldn't resist joining the party--hope the rise continues looks an exciting company!

Glad to have you on boarb MP. Plenty in this one, Blue sky potential.

cheers GF.

Presently the hottest stock around.

Blue Chip Customers

13.5 million Cash on the books

Margins of 80%

Big Player In The US

Moving Into Profit By The Day

Market Leader, WORLDWIDE And Virtually No Competition.

cheers GF.

hi gf, just get on the boat on 10th and so happy to see the gain, thanks so much! I believe there would be long way to go UPWARD! btw, I still have a "very little" cash left, and have made my "study" on CBF, DGM, MMG and SEA, can make my decision, any further advise? thanks!

swseun, MMG out of that list AT THE MOMENT stands out.

cheers GF.

A tree shake going on at present and an ample opportunity to pick more up on the cheap. I have added myself.

cheers GF.

Cant beleive the price drop today. Buys far higher than sells and they drop the price 5p, lunacy. Buy now if you want to get them on the cheap.

cheers GF.

Hows that work GF? 300,000+ buys and 30,000+ sells = a price drop?

Looks to me like they need stock to fill orders and are trying to frighten weak holders out. Hang onto them. They may change tactics and bang the price up by a big margin and then try to get profit taking.

cheers GF.

thanks gf

The MMs owe me on this one aswell tomorrow after the games they have played today with the share price, it was a disgrace.

cheers GF. Im off for a pint to calm down. CHEERS.

Damn right GF!

Ill be around to see them if they dont put it up tomorrow. LOL.

cheers GF.

Like any help tomorrow GF

He He. Lets hope for a better day.

cheers GF.

From Citywire this morning................


From todays CityWire.................

James Barstow, the highly regarded manager of the Aurora investment trust (ARR), has added to his fund's holding in Israeli internet protocol (IP) specialist Orca Interactive (ORCA).


cheers GF.

Bought into Oraca this morning, i tried yesterday afternoon but interactive investor didn`t have it listed on their site (bloody amateurs) anyway they put on for me this morning and i`m in.
Fingers crossed DB66

Glad to have you aboard DB. Will get in touch with you this evening. Busy all day.

cheers GF.

Bit of a boring day all-round today GF.

Follow up to GF message no 79


RNS Number:6502I
Orca Interactive Ltd
15 February 2005


Orca Interactive Ltd ("Orca" or the "Company")

Holding in Company

The Company received notification on 15 February 2005 from Aurora Investment
Trust plc that, following the purchase of 200,000 ordinary shares on 14
February 2005, it now holds 1,450,000 ordinary shares in Orca,
representing approximately 4.11 per cent. of the Company's issued share capital.

The holding is registered in the name of Nortrust Nominees Limited, a/c AIT01.

Enquiries:

Orca Interactive Ltd
Moshe Nachman Tel: + 972 9 7699400
Company Secretary

At least we didnt get savaged by the MMs. Was hoping for a drop so I could buy a factory load more.

cheers GF

Very quiet this one lately. Anyone got anything new?

No not really Chad just a case of being patient, the news flow will come through rest assured.

cheers GF.

Orca has already announced relationships with Hewlett-Packard, Lucent, Nortel, Nokia and Siemens, and added IBM to the list. These companies will resell its software and act as systems integrators.

Chief executive Haggai Barel told Citywire he expected to be able to announce deals with these partners very soon. At present, Orca still has to provide a considerable amount of professional services to customers, but in the longer term Barel hopes that its partners will provide all of this and Orca will revert to being a pure software players, with margins to match. Gross margins are already nearly 80%.

cheers GF.

Looks like everyone has forgotten this one.

cheers GF.

Citywire Verdict:

It is clearly still early days, but Orca is in there ready for what looks like being an explosion in IPTV. Few network operators will have a choice. They will have to compete for customers television and internet business, or lose out in a big way.

The fact that the two major competing hardware manufacturers and systems integrators, IBM and HP, have chosen to work with Orca sounds like very compelling endorsement both of the technology, and of the fact that there are few viable competitors out there. Well worth a punt for those that like the risks inherent with IT stocks.

cheers GF.

Dont sell off, the markets getting a shock taste of reality. There will be a bounce in the US.

cheers GF.

Just out from Killik brokers....................

Sentiment in the near term appears to have turned with active profit taking in the second liners after a terrific run to the start of the year. How far things will come back is the obvious key question but so far, it does not appear as if too much stock is coming out and this feels more like a healthy correction rather than something more significant.

cheers GF.

Same all round GF. Nearly all my stocks have slumped past week or so. No worries tho.

hi GF , like you i have a strong feeling this company has got serious prospects this year and beyond. The IPTV WORLD FORUM takes place on the 8+9th March 2005 in London which ORCA are attending they then move onto another forum in Germany from the 10-16th March.Upped my stake today i feel so bullish.

Cheers Bowman

Thanks bowman for that info I had no idea. Should be an opportunity for the company to forge links and perhaphs more business.

cheers GF.

For the first time today nearly my entire portfolio was red, with no blue at all.

Not worried, though. All prety minor falls and nothing compared to the gains I've had in recent weeks. Amusing, though.

Doug

Same here Doug, just dig in and things will get better. This is only a market corection made worse by the MMs who were getting greedy but having said that it looks for once investors are getting wise to their actions, the sell volumes today were very low indeed on most stock.

cheers GF. Dow and Naz up aswell.

gets a positive mention in Shares mag today.

Any clue to what it says Roro.

cheers GF.

Just mentions ORCA as a play for the internet broadcasting sector, along with Amino. Also says the are 'highly rated but should go higher still'. Not sure what this means tho.

Well did take off and then the market makers did shake the tree. I am now just getting into this one after the recent retraction to 140p. Does anyone have articles out there relating to IPTV?

1 loner 100k buy today.

tipped in the Sunday Times article on hot AIM stocks.
The Israeli firm is at the forefront of putting television on the internet. It provides the software that allows data to be transmitted into the home. The shares have risen from 99p in October when the business floated to close last week at 139p. Analysts asay its shares may stop for a breather but should be a good long term play.

Thanks for putting the article up Roro, just revisited this board after coming back from a competition i was in, also brought the winners trophy back to leicester.

cheers bowman

well done you! Lets hope your good luck will extend to this share. It has gone rather quiet.

A seminar in london starts today which orca are involved in to do with IPTV, it is also on tomorrow and then they head to germany for five days.

Regards Bowman

Yes just remembered, lets hope for some positive feed back.

cheers GF.

Hello All - interesting to read your posts you go back a long way.

No one seems to have mentioned the article in Growth Company Investor (March 2005) P20- Leslie Copeland - or have i skipped a few pages!!!???

Got me interested in ORCA.L - seems like a fair article - positive - almost a 'buy' recommendation.

Please talk to me - do I join you guys or what?????

AUGUSTMAN

YES see you in the morning. What did Leslie Copeland have to say ??????.

cheers GF.

I am surprised at how quiet these shares are, the trading volumes seem to be almost nothing.I bought these at 1.51 and wondered whether i should top up.? db66

No problems DB just taking a breather they all do that at times. As for topping up, please make sure you have a basket of stocks to cushion risk.

cheers GF.

ps, if you have time have a gander at the ZOO thread, Mick Baxter is a wizard when it comes to the gaming industry.

Article today in Shares mag about IPTV. Prospects for the sector as a whole look great, but ORCA itself wasnt mentioned.

You still holding GF. Its been very quiet this one over the past month.

Still holding. Just need some news to give it a boost.

cheers GF

This one has been pretty dull of late. But am sure that what unfolds over the next couple of years will either make or break this company

From FT.com's UK equity market comment:

"Among the smaller companies, Amino Technologies rose 7.9 per cent to 238p as the supplier of set-top box technologies raised 15.3m via a massively oversubscribed placing of 7.2m shares at 220p per share conducted by KBC Peel Hunt, Amino also said 10m in new banking facilities were in the process of being finalised. Amino made some very upbeat comments about growth of the internet protocol TV market, seen as a positive for peer Orca Interactive, unchanged at 132p. Jonathan Imlah of Altium Securities said this year will see widespread adoption of IPTV by numerous operators around the world and reiterated a buy recommendation for Orca"

http://news.ft.com/cms/s/912250cc-b23d-11d9-bcc6-00000e2511c8.html

Any comments on today's plunge?

it dropped on very low volume. It seems a bargain at this price.

Was like a few others yesterday, high momentum stocks dropping on very low volumes. Any one know when the results are next due?.

cheers GF.

Nice rise in SP this morning on the back of some good announcements .News of any sort has been a long time comming but hopefully this will keep the SP ticking up for a while.
db66

May get covered by the two share mags aswell later in the week.

cheers GF.

Another promising announcement made this morning, SP slightly down at the moment after yesterday rise but it looks like these are back on track.
db66

If this is so good why does the price keep dropping-any theories ?