Atlantic Lithium Share Discussion Threads

[king_roster_iii] 30/1/2014 11:05

Congratulations to Allocate on their sale to Barts Health today.This is significant not only in terms of revenue but even more so strategically. The use of the clinical activity management by the Trust will massively improve it's clinical output and go a long way to turning round the Trusts 2 million a week losses.

[gregmorg] 10/1/2014 16:27

Interesting volume of just under 1m today which is big in the context of this minnow. Of course it could simply be the left hand moving a holding to the right hand as institutions can do. No doubt an RNS within the next few days will throw some light on it.

[birdsedgeuk] 17/12/2013 21:48

See tweet by traderdiary of a purchase today. I'm considering it at the moment

[aishah] 03/12/2013 13:18

stop-lossed out having invested back in July.

[simon gordon] 25/11/2013 20:10

Fingers - 25/11/13:

[gregmorg] 07/11/2013 10:50

Ian,
Thanks. Yes, that's an excellent idea and I will attend. Actually I think its the first Allocate AGM I will have attended after all these years of holding the shares! Bad stewardship on my part.I very much look forward to Tuesday 26th.
Greg

[barnesian] 07/11/2013 09:54

Hi Greg - There is no connection. It is a coincidence of surnames.

Why don't you come to the AGM?

[gregmorg] 06/11/2013 17:25

My Dear Ian,
My apologies! Really I should have remembered better as well-- but that's age for you! It is TO who has the age dubious honour.

I wish you well on your retirement.I never thought we would ever see the day when the Allocate share price made these giddy heights .Hopefully onward to even better things in due course but within a lesser timescale. By the way is L Drummond any Family connection with R?

[barnesian] 06/11/2013 16:29

Greg: Please! I'm not 75!

[gregmorg] 06/11/2013 15:55

I was surprised by the quantity of selling by directors yet the stock has been swallowed up.I can understand the sale by non exec stepping down at 75 or whatever. He has been a very long term holder. The others did surprise only by the qty sold. Having said that mostly with small stocks buyers need to be found and they have been. Sometimes, of course, it is the buyer who initiates the sale. Kabouter Mgt seems to be the main buyer and is not known to me other than it appears to be a specialist buyer of small stocks and must be fully aware plus have an end game with its strategy in buying stakes and dealing in illiquid stocks. Interesting run of recent and pleasing. Will see what the next stages bring.

[aishah] 06/11/2013 13:16

Insiders selling here. Set my stop loss now.

[aishah] 30/10/2013 22:30

Great call by TechInvest (so far) to put us in at 75p back in July.

[aishah] 30/10/2013 09:06

Moved up sharply over the last few sessions. Can't see any news. Tipped?

[simon gordon] 22/9/2013 09:22

iii - 20/9/13:

Five growing UK software companies

By Jessica Furseth | Fri, 20th September 2013

Allocate Software

London-based Allocate Software (MNS) providers rostering software to the healthcare, manufacturing and construction sectors, but the former is increasingly the key focus for the group.

Shares in Allocate caught the wind in their sails after July's full-year announcement, when the company confirmed last year's win rate for Allocate's HealthRoster was 88% and bookings in its UK healthcare division exceeded revenue by £5.5 million. The associated deferred income will be recognised across future years, the group said.

The headline figures were revenues up 1% to £37 million and earnings before deductibles falling slightly, to £4.8 million, but this is not the full story, stressed chief executive officer Ian Bowles: "The success of Allocate Software in 2013 is not fully reflected by the headline revenue in our audited financial statements. UK healthcare bookings secured in 2013 are higher than reported revenues by £5.5 million demonstrating the continued evolution of the Allocate business model."

[simon gordon] 13/9/2013 16:31

Strategic Equity Capital plc - 12/9/13:

We deployed the proceeds into enlarging existing holdings and establishing small to medium weights in three new investments. Existing positions in Allocate, CVS, Goals Soccer and Gooch & Housego were increased. We continue to believe that the growth outlook will improve substantially for Allocate and Gooch & Housego. In our opinion, the former is very modestly rated given the strong medium term growth prospects and cash generation and one of our most undervalued holdings.



Allocate Software is the leading workforce optimisation software applications provider for global organisations with large, multi-skilled workforces. It is the clear European market leader in the healthcare vertical market, where the compelling return on investment for clients is driving significant growth. It is also the clear lead provider of optimisation software for the global offshore and defence markets. A strong management team is focused on delivering continued profitable growth, maximising the commercial potential of the product suite. SVGIM became a major shareholder as part of a placing to fund the acquisition of its Nordic equivalent, Timecare AB, in December 2009. The company has subsequently made three further acquisitions of complimentary businesses - Dynamic Change and Zircadian in the UK and RosterOn in Australia. The quality and visibility of earnings has improved materially over the company's period of ownership, but this has yet to be reflected in the rating. Funds managed by SVGIM currently hold just under 10% of the company's equity.

[newbold120] 13/9/2013 09:14

interesting read across on the multiple that EMIS has paid for Ascribe today.

[gregmorg] 12/9/2013 16:59

Goodness me--re we into new /old ground. The price has finally got back to the original issue price(trouble is it was so long ago I cannot remember whether it(then MSW) was 93 or 97p--and I was actually involved and still my memory fails me !). Nevertheless, it is lovely to see and long may it continue. Different management now and probably all changed at least twice so not really the same company but great to see this progress.

[ceohunter] 25/7/2013 08:53

video interview

Allocate Software aims to continue growth trajectory

Ian Bowles, CEO of Allocate Software (LON:ALL), tells Proactiveinvestors that the company has been working hard through a period of transition and has emerged into a new phase of cash generation. Ian says that with the recent implementation of cloud based technology at the company, Allocate is in a good position to add value for its client base and so add value for investors.

[ceohunter] 25/7/2013 08:51

Allocate Software aims to continue growth trajectory

Ian Bowles, CEO of Allocate Software (LON:ALL), tells Proactiveinvestors that the company has been working hard through a period of transition and has emerged into a new phase of cash generation. Ian says that with the recent implementation of cloud based technology at the company, Allocate is in a good position to add value for its client base and so add value for investors.

[aishah] 23/7/2013 09:27

Numis retains Buy; ups target to 118p

[aishah] 23/7/2013 08:58

"The underlying strength of Allocate can be seen in this year's Balance Sheet which shows a significant improvement in working capital management, a record year of cash generation and growth in deferred income, all of which are positive indicators for the future. "
Increased divi too. Plenty of cash on BS.

[callumross] 01/7/2013 12:19

Wondered what the higher volumes this morning was, Aishah! What was the gist of their basis for tipping it?

[aishah] 01/7/2013 09:48

Getting some interest today after Techinvest Second half Best Buy tip.

[callumross] 24/6/2013 12:36

Allocate Software PLC (LON: ALL)'s stock had its "buy" rating restated by equities researchers at Numis Securities Ltd in a research report issued on Monday, ARN reports. They currently have a GBX 106 ($1.64) price target on the stock. Numis Securities Ltd's price objective points to a potential upside of 57.74% from the company's current price.

[greasynut] 11/3/2013 14:30

A steep drop off in price for ALL since the interims in Feb, even though I thought the results were quite satisfactory.
Currently 69.5p to buy from 74p last week on 37000 volume today.
Significantly undervalued IMO, unless there's bad news in the pipeline.