||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Emis Share Discussion Threads
Showing 351 to 374 of 375 messages
|wad c. Thanks for your longer term feedback.|
|I've not heard about any issues with the systems, however there continues to be significant and ongoing pressures on NHS spend (incl IT) and they need to demonstrate where the growth is going to come from to justify the high market cap (50 x profit).|
|Arc - scsw thought the share was dirt cheap recently - can't see that the view would have changed too much!|
|Grabster I have logged into EMIS almost every day in my working life for the last 25yrs , and find it the least troublesome of similar systems. Newly upgraded versions give extra problems but they tend to get fixed. This is why most GPs use it .
Few practices opt to leave EMIS , more opt to join , at least in England.
Sure, this is only part of the story , but a good product is a keystone to a profitable company.|
|Its position being secure is only part of what matters. Profitability within that position matters every bit as much. My own use of their system (which is solely the patient access area for hospital records) has thrown up troublesome glitches twice in the past 7 days. My GP confirmed the same problem was affecting his practice on the latter of those two days. Maybe those were a rarity - but if not, they are likely to incur costs and dissatisfaction issues that deter further contracts.|
|I don't see a good reason for the downwards drift. EMIS is so deeply embedded in primary care that its position is secure, at least in the medium term.|
|Sold 60% of my holding yesterday at 903p as at this price my 15% stop-loss figure was crossed.
Today the price of the remaining 40% is at 870p, ie a further loss of 4%.
EMIS supplies essential contracted services to the NHS which should be delivering steady, safe and even rising revenue to the company.
I will await SCSW's verdict, due in the November edition, before taking further action.|
arc en ciel
|Looks like time to add soon; the weakness seems driven more by sentiment than logic.|
|On a PEG of 3.02 for 2017 - racy ratng! Price below 20,50 and 200 SMAs. More falls to come here imo. dyor|
|been firming up recently|
|Kainos in an uptrend. Same sector|
|Yes , a downward trend still ongoing|
|Despite substantial zigzags, the overall trend this year seems to be downward.
Did summat happen at 11am today to trigger today's sudden dip?|
|I think EMIS should increase their primary care charges ; most users would be very resistant to a change of system , a dependency that should be producing bigger profits.|
|EMIS has been a relatively poor performer over the past year since touching the £11 level. It's now struggling just to stay above £10, making lower 'highs' since January. The chart's now completed a head and shoulders pattern which technically is not good news short term. 850p beckons.
|Two mentions for EMIS in the Investors Chronicle lengthy sector focus this week on private sector involvement in the NHS.
First, on its activities:
"Aim stalwart EMIS (EMIS) offers technology solutions to many NHS trusts. Spending on IT within the NHS is very fragmented - for example, 29 separate payments of over £25,000 were made to BT in the final quarter of the 2015-16 financial year - and so streamlining technology services could be an excellent solution to cutting costs.
Many NHS trusts have taken up the EMIS technology and now over 10,000 organisations use the software, although recent funding concerns have seen a slowdown in the number of NHS procurement contracts awarded. But EMIS's technology should be beneficial to the NHS. The software is used to share patient information and therefore raises the efficiency of individual NHS trusts and streamlines the IT systems for the whole organisation."
and next in their "Favourites" in the sector:
"We also like EMIS for its strong market position and opportunities in an organisation that really needs some help. At present, funding concerns due to political uncertainty make this quite a risky stock, but it is one to keep an eye on."|
|No big surprises in the interim results as far as I can tell... dividend increase was robust...|
|Director Deals - EMIS Group PLC (EMIS)
Peter Southby, Financial Director, bought 20 shares in the company on the 15th August 2016 at a price of 1042.00p. The Director now holds 10,913 shares.
Story provided by StockMarketWire.com
Director deals data provided by www.directorsholdings.com|
|would prefer it remain on aim for bpr reasons|
|move to FTse 250 possible|
|Looks like £10 will soon be breached again ; Brexit irrelevance presumably sinking in with brokers?|
|Agree. scaling in.|
|I think "in-line" was great news given the circumstances, they turned £9 mil debt into £0.7 mil cash, cost control in sec care, good management when the going gets tough!
managed a top up ave 880, might brag about it one day :)|