Dicom Share Discussion Threads

[pawdaw] 08/2/2005 11:45

Have only recently bought into Dicom at just above £8 and pretty happy with performance of share price so far. The results seem very solid and the company seems very well positioned for future growth especially with the two recent acquisitions. I can only assume that the fall today is one of those cases, where no matter how good the results were, they were always going to fall short of some ridiculous expectation or other.

[rogid] 07/2/2005 22:43

OK, let's bring it on...just hope the market hasn't over priced the expectations.

[v11slr] 03/2/2005 10:59

Interims Tuesday wouldn't take much for this to be £9.50 by then.

Andy M

[hylas] 31/1/2005 22:24

jeffian
I think you will find that the reason that they do not want to increase the divi is because of their acquisitive nature.
They prefer to do this with cash rather than taking on debt or by dilution with further share issues, which is ok as far as I am concerned as long as they are going to be earnings enhancing.
To support your point though, even Microsoft are yielding 1.22% at the moment.

[jeffian] 31/1/2005 15:58

I understand why you feel that way, hylas, but it's false reasoning. It's the 'opportunity cost' of your money that's important. Your shares are now worth 889p and you could either put that in the bank at 5% or buy other equities (average yield, say, 3%) but Dicom pay 5.55p which is a return of 0.62% on your capital. More to the point, their divi is covered 8 times(!) by adjusted earnings per share, so they could afford to at least double it and still look conservative. Further indicators that they are mean with their payouts are the huge amounts of cash they generate. They have over £23m of cash just sitting in the bank! I appreciate that Swiss and American companies have a culture of not paying divis, but the UK institutions like 'em more and more (and so do I!) and I think they would get more support if they paid a bit more.

Regards, Ian

[hylas] 31/1/2005 13:42

jeffian
it's not a miserly dividend if you bought in 98 for 90p !
You don't get returns like that in the housing market.

[v11slr] 25/1/2005 07:50

Interims 8th February - should be interesting.

[jeffian] 24/1/2005 17:40

Well it certainly looks to be heading that way! Interims due soon (17/2 last year) and they were making very positive noises for the current year after record Q1 results. If only they'd address the issue of a miserly dividend, this share would tick all the boxes for my personal investment criteria!

Regards, Ian

[johnroger] 19/1/2005 14:27

Comment from III, unable to post chart

Dicom (DCM)
The two major higher lows seen last year have formed a very convincing ascending price channel that has been in place since the end of last year. The other feature of this chart is the way that recent weeks have seen support emerge at or above what was previously resistance in 2004. This would suggest that one could go long of the stock now with a stop loss as tight as the 50 day moving average at 811p. However, it may be wise for longer term shareholders not to risk being too tight on the money management front. For them an end of day close below the 18 month support line / 200 day moving average at 760p would be appropriate. This may be quite a large stop loss, but given that the upside looks to be as high as an October 2003 resistance line projection of 950p, this would not appear to be too much.

[wjccghcc] 19/1/2005 11:20

DCM does this every so often.

[v11slr] 19/1/2005 09:32

Anybody out there with any idea what's caused this latest rise?

Andy M

[mdrans1] 13/1/2005 10:55

Adobe link, can not be bad! :-

US Subsidiary Kofax and Adobe to Integrate Adobe LiveCycle Barcode Forms Technology with Kofax Information Capture Solutions

[mdrans1] 17/12/2004 17:17

Press Release



DICOM Group plc:
Information Capture Optimises Enterprise-Wide Processing of Mortgage and
Loan Documents

Ascent Capture Enables Efficient Processing of Hundreds of Thousands of
Loan Documents at Flagstar Bank

Basingstoke, 17 December 2004 - DICOM Group plc ("DICOM Group"), the global
leader in the Information Capture market, today announced that its
wholly-owned US subsidiary Kofax has completed a successful installation of
its enterprise-scale Ascent Capture platform at Flagstar Bank's corporate
headquarters in Troy, Michigan. The company's industry-leading information
capture platform was implemented by Flagstar Bank to enable more efficient
processing of hundreds of thousands of mortgage and loan documents that the
bank receives from its national network of home loan offices and wholesale
lending customers.

[welsheagle] 16/12/2004 07:59

RNS Number:4757G
Dicom Group PLC
16 December 2004

DICOM Group plc

Appointment of Non-Executive Directors



Basingstoke, 16 December 2004 - DICOM Group plc ("DICOM Group") announces the
appointment of two non-Executive Directors, Chris Conway, aged 60, and Mark
Wells, aged 49, with immediate effect. Mark Wells will join the Board's Audit,
Remuneration and Nomination Committees, Chris Conway will become Chairman of the
Group's Remuneration Committee and will join the Nomination Committee. They will
replace Otto Schmid on the Company's Audit and Remuneration Committee.



In addition, and also with immediate effect, Paul Gerny will retire as a
non-Executive Director from the Board. Paul has been a non-Executive Director
for the past nine years after joining the Board in December 1995.



Chris Conway is non-Executive Chairman of Detica Group plc, a UK IT Consultancy
and Services company focusing on building Information Intelligence systems for
UK Government, Security and large Commercial clients, a position he has held
since April 2001. He was a board member of IBM UK and Chairman and Chief
Executive of Digital Equipment Co Ltd. On the acquisition of Digital by Compaq
in 1998, Chris became Vice President of Compaq's Enterprise Computing Group
responsible for the EMEA area. Chris has considerable sales and marketing
experience in the IT sector and currently holds board level positions at Brammer
plc, Notability Solutions Ltd and Vistorm Ltd as non-Executive Director.



Mark Wells was Chairman and CEO of Image Metrics Plc, an image analysis software
company. Prior to this he was Chief Operating Officer for Brainpower NV, a
supplier of advanced financial analytics, where he built the company to a market
capitalisation of $150 million from $2m in 4 years. Prior to this Mark was
Managing Director of Dun & Bradstreet Software UK and Vice President of
Continental Europe. Mark has also held senior management positions at Software
AG and Ingres Inc.



Commenting, Otto Schmid, Chairman of DICOM Group said:



"I am delighted to announce the appointment of Chris and Mark to the Board.
Chris brings with him a wealth of experience and we look forward to the
significant contribution he will undoubtedly make in the development of the
business. Mark has worked in the systems and application software business for
25 years in sales, marketing and general management positions and I am sure will
play a key role as we take DICOM forward in its next period of growth. I very
much look forward to working with them as part of the Board at DICOM Group.



I would also like to take this opportunity to extend my warmest thanks to Paul
for his valuable contribution to the development of the Group. His drive,
enthusiasm and advice was important for me and our team over a significant
number of acquisitions and numerous other corporate developments since 1995."



The company confirms that it is not aware of any details requiring disclosure
under Listing Rule 16.4.

[mdrans1] 09/12/2004 19:14

Kofax Information Capture Technology Speeds Access to Traffic Collision Reports and Improves Highway Safety

[mdrans1] 25/11/2004 14:51

Shares Mag Brokers tips page 32 - Analyst Johan Unnerus of Corporate Synergy has Dicom a "Buy - Target 925p".

[hylas] 11/11/2004 12:57

Well done to all you DCM holders - ever onwards and upwards !

[wjccghcc] 09/11/2004 11:30

Good solid company, churning out those increases every quarter. Nice to see the 3rd party product sales have started growing again as they implied in their final results presentation.

[hylas] 06/11/2004 12:57

Pound is strengthening against the Dollar but dropping like a stone against the Euro.
Seem to be offsetting each other in DCM's earnings at present.

Have read a couple of articles suggesting that the Dollar may have to be devalued - wonder what effect that would have on the markets ?

[guiness] 06/11/2004 11:17

Good to see the share price moving in the right direction but any guesses as to the effect the weakening dollar is likely to have on profits say a year from now?

[wjccghcc] 05/11/2004 10:35

Well, results out on Tuesday. The EDC business should be going well although I suspect SGA is suffering. Not sure about the effects of the recent acquisitions.

[hylas] 05/11/2004 10:21

Very quiet on here considering DCM appears to be breaking out !

[v11slr] 29/10/2004 21:45

Just in case you miss this as it was released late.

RNS Number:6694E
Dicom Group PLC
29 October 2004


Regulatory Announcement


DICOM Group plc:
DICOM improves price of the bid


Basingstoke, 29 October 2004 - DICOM Group plc ("DICOM Group") announces that it
will increase its bid made to shareholders of TOPCALL International AG
("TOPCALL") to EUR 4.28 for each TOPCALL share. The original price of the bid
was EUR 4.00. The bid was made 1 September 2004, indirectly through DICOM
Group's wholly-owned subsidiary EDC Investment Limited. The bid is subject to
the condition that after expiry of the period ending 12 November 2004 DICOM
Group must hold more than 75 % of the shares outstanding.

Yesterday the top price of TOPCALL shares on the Vienna Stock Exchange was EUR
3.96 and at closing EUR 3.94, it is thus more than 30 cents lower than the
improved price of the bid of EUR 4.28. Another 1,696 shares were traded.

Further information will be provided on Monday, 1 November 2004 and you will
find the full terms of the improved bid in the Tuesday, 2 November 2004 issue of
Wiener Zeitung.


Andy M

[quantumx] 28/10/2004 13:47

Any indication what Q1 earnings will be, seems to be moving nicely up.