Emis Share Discussion Threads

[waterloo01] 28/4/2015 08:23

Somethings up.

[waterloo01] 07/4/2015 20:30

I do like this company. It's got a very healthy cash generating base with very low churn, if any and they still have market share to take. I'd say they are so well embedded with their users, that they are indispensable. High PE but deserved IMV

[strollingmolby] 06/4/2015 23:25

I see EMIS will be presenting at the next AIM Investor Focus event, on 21 April. The companies selected to present at previous events have a strong track record of dividend increases and share price growth, so the selection of EMIS could be a lead indicator of more to come after the last twelve months:



AIM Investor Focus has run since 2012. In total, 26 companies have participated at the event. Of the 26 companies that have presented, 20 have gone on to increase their dividend to shareholders at each subsequent opportunity.

[shammytime] 20/3/2015 15:31

900p Monday, no doubt

[undervaluedassets] 19/3/2015 07:48

Very solid numbers

growth everywhere and debts (modest) being paid down.

[opodio] 12/3/2015 15:59

Bid talks?

[dlku] 07/3/2015 15:41

ready to pop north that chart

[oregano] 05/9/2014 10:06

this is a cash machine. Debt free once more with strong organic growth.

[sammy_smith] 17/7/2014 17:33

Listen: EMIS Group - Acquisition of Indigo 4 Systems Limited

Click the link below to listen

[wad collector] 11/7/2014 13:13

Agreed , but P/E of 21.5 factors in an optimistic growth . Sure , it has a solid position , but growth is not a given.

[waterloo01] 11/7/2014 09:26

Good solid business and deeply embedded with it's customers but with growth potential. We all need some solid businesses in our portfolio's.

[wad collector] 11/7/2014 09:13

Trading update

Overview

Trading for the half year was in line with management expectations with continued organic growth in revenues and profits. The two acquisitions (Ascribe and Digital Healthcare) completed during the second half of 2013 also made positive contributions with further contract wins expected to boost performance in the remainder of the year. The Group continues to benefit from significant and growing revenue visibility.



I see debt came down a lot .The Market seems to have been unexcited as the spread widens to 30p , and the advfn "mid" price is unrepresentative as it chooses the bid price. Doesn't look like a surge of trading will happen today!

[wad collector] 07/7/2014 12:42

We have used a succession of the Gp softwares over the last 22 yrs , currently EMIS web version 6.
I know of no local practices that have moved away from EMIS and a few that have moved towards it. Changing suppliers is a major upheaval , so I doubt the market share will change much.
I am not a holder , but will buy in if the price drops and the spread narrows.

[oregano] 05/6/2014 09:46

hxxp://www.emis-online.com/investors/documents-and-reports

A good overview. lots of opportunity. 60 attendees to these presentations apparently. this has £9 written all over it.

[oregano] 02/6/2014 09:27

Wad Collector, I have just read your post on the 8th of May, what element of EMIS product set do you use?

Thanks

Oregano.

[bend1pa] 01/6/2014 21:35

Let's face it. All sharea are risky. Just look at the once hallowed Tesco to see what's happened to their share price over the past 18 months and in more recent months. Only a few years ago they were considered the bluest of blue chips. Not so, now.

Came across EMIS purely by chance as they provide the software for booking appointments with my GP. So was surprised to find they were AIM quoted. The MHS is in an appalling financial mess and has been for years, but that hasn't stopped the profits and eps of EMIS growing nicely while all this has been going on. So accepting they are a growth company, unless they really screw-up I'm happy to hold for the time being.

[gopher] 01/6/2014 14:22

Waterloo1

They are number one of two is the GP market but dont dominate.

[waterloo01] 01/6/2014 13:55

Hardly risky. They dominate the GP market and have high repeat and recurring revenues. Post the NPfIT debacle it left EMIS as the main and most trusted player in the sector. Lots of potential add on services/software and other parts of the market into which to grow.IMO

[mach100] 01/6/2014 11:53

Maybe bend. Hard to say as it is very illiquid. It did come on my radar but they are hard to value. The NHS is also in a mess. It is the sacred cow of the British people but also burns cash. Given the huge debt UK plc has it surely has to be addressed.Now that it has gone above 700p maybe it can regain former highs but it is in a risky arena.

[bend1pa] 31/5/2014 19:44

I'm glad I held on to these shares having bought a little below 600 in the new year, and watched the share price go nowhere over 3 months. During that period there was some very strange behaviour in the share price most trading days. They would rise (or fall) sharply (2%-4%) during the first hour of trading, and stay at that level then reverse that movement in the last half hour to close virtually unchanged. Alternatively the share price would stay unchanged most of the day then gain or drop sharply in the last 15 mins of trading. During this period the spread was always 5%-10%. However this strange activity seems to have stopped now, but it does suggest some price rigging has been going on.

I'd sat the shares are fairly valued now

[oregano] 30/5/2014 10:11

they certainly eluded to some wins in the AGM statement. the shares are perking up, the chart starting to look like it did two years ago.

The shares are so tightly held, only 3 institutions with over 3%, which is tiny for a £400m mkt cap company. if things start to go right, this could get very expensive.

[gopher] 29/5/2014 22:20

The Ascribe purchase takes them into the hospital market at a good time as the NPFit programme runs down; this national initiative has squeezed suppliers like Ascribe but now the DofH is starting to provide money to Trusts to spend on what software they want to buy and although the NHS as a whole is short of cash there are opportunities for EMIS here

[wad collector] 13/5/2014 09:16

Currently showing buy 660 offer 620 and has done since market open. I know the MMs need to make a living but...

[xjhoward] 12/5/2014 21:44

Shares mag buy recommendation:EMIS plugged into digital healthNHS software supplier poised for overdue re-ratingAnalysts see potential for 35% share price upside at healthcare software supplier EMIS (EMIS:AIM) over the next six to 12 months. They expect the company to enjoy a strong re-rating as the market properly recognises the growth potential of its digital services supplied to the NHS.The £402 million cap Leeds-based company has won favourable terms as part of the GP Systems of Choice (GPSoC) framework agreement that will see it earn more on increased usage of the EMIS Web suite and digital patient records. This win was hinted at by chief executive officer Chris Spencer in December (see Griller, Shares, 19 Dec '13).But while the market anticipates EMIS Web will fuel immediate growth, new opportunities are also emerging. The company is building momentum in the UK community pharmacies space through its Rx suite, while opportunities are seen in community health, hospital pharmacy, accident and emergency (A&E) departments and mental health.