Emis Share Discussion Threads

[essential] 09/11/2015 08:10

Scsw are very keen - last 2 months they have added them to the growth portfolio and made them a main write up. They keep mentioning news soon...

[nw99] 09/11/2015 08:08

Nice tip from Sharewatch at the weekend again

[ponyten] 07/11/2015 17:17

Yep, made them a main rec in today's SCSW. Hopefully a 50p rise Monday?...

[cumbrian2] 06/11/2015 13:13

Last issue of SCSW mentioned a possible main rec article tomorrow so today may be a good time to buy before possible mark up on Monday - like this for the long term

[albanyvillas] 02/11/2015 09:27

yes but Healthcare is moving at a massive pace. We have technologies that bring clinicians, their patients and their information together for more efficient, better quality care. With progress in mobility, communications and information management, the tipping point for ‘Virtual Medicine’ has now arrived.

[gargleblaster] 29/10/2015 21:57

Albany - I have come to realize that I quiet board is good news - generally means it is flying under the radar. imv EMIS benefits from being a boring/unexciting stock that many are not interested in. Of course, not boring for us if it makes us money. Waterloo is right this is a slow burner - one for the bottom drawer. Give it a few years and we'll be cracking the champers! Good luck to all.

[albanyvillas] 29/10/2015 21:33

Found on Monkeyam



Peel Hunt 1/10/15 buy tp 1220p
Numis 1/10/15 buy tp 1250p


Anyone got the notes ?

[albanyvillas] 29/10/2015 11:23

quiet board
tweeping up

[onjohn] 27/10/2015 23:16

Broker comment on iii
There's certainly been progress across the group, although primary care is stealing the show. It has 54% market share and its web roll out programme was completed in England and Wales. With the programme in Northern Ireland ongoing, 4,431 practices are now live. The firm's community pharmacy division managed to maintain its profitability, while also investing in development, with its next generation of software set to be trialled in late 2015. Organic growth in secondary and specialist care was slower, but last year's acquisitions of Indigo 4 and Medical Imaging are performing well.


With a strong order book, revenue visibility and higher recurring sales, EMIS is justifiably optimistic about the second half. Eyes are on growth opportunities within all divisions and the group reckons the UK government's pledge to have all electronic health records available in every care setting within five years will be a boost.
"We continue to believe that the over-arching theme of digitisation of healthcare, driving both improved outcomes and lower costs, and heavily supported by UK government policy, remains a strong following wind for EMIS," said Numis Securities analyst Will Wallis. "In addition to solid prospects in the large GP software & services business and continuing momentum in CCMH, we see excellent prospects (all potentially ahead of our forecast assumptions) from Community Pharmacy (potential market share gains and additional products), eye screening (leader in a market just embracing outsourcing with strong momentum), and Patient (revenues currently small but potentially very exciting), and we think our Secondary Care margin forecasts may be conservative."
"We think EMIS has almost unparalleled visibility of organic growth within the UK software sector (we model +7% CAGR 2015-17 with risk to the upside), and a strong track record of value creation from bolt-on acquisitions," says Wallis. "The shares remain our top pick in the sector."

[aishah] 27/10/2015 22:23

As I said in #124 high p/e and peg for 2016. Smit has got too excited - wait for the next update to see if growth is more than fcst. dyor

[waterloo01] 25/10/2015 17:47

Albany like the constant optimism, which I share, although as someone who'd been invested from about £6.00 (with a later top up) the business, unless it gets taken over, is a slower burner than the ramping suggests. It's a very good profitable business and should continue to grow organically and pay off increasing dividends.

Lot's to like and one of the 'safest' companies on AIM but I'd suggest you might be disappointed if you expect too much.

[albanyvillas] 25/10/2015 14:11

Regrouping on the bottom of the up-channel -- poised for a big move up shortly, I'd say.

[albanyvillas] 23/10/2015 11:04

im getting a really good feeling about this one

[albanyvillas] 23/10/2015 09:51

Snaking northwards again

[opodio] 20/10/2015 11:46

Sprint to 1150p

[albanyvillas] 20/10/2015 09:25

Moving ahead

[ponyten] 19/10/2015 14:47

Well, I took a position here this morning having watched it since the (very) bullish write up in SCSW. Seems to have been a good decision going by today's reversal!

[albanyvillas] 17/10/2015 20:27

Last November this began climbing and didn't stop until June

Let's hope Friday was start of jet propulsion towards £18

[essential] 16/10/2015 20:32

Yes opened my position last Monday following the scsw tip so holding in my SIPP for the long term. They were extremely bullish on prospects..

[opodio] 16/10/2015 16:14

going nuts into the close

[opodio] 16/10/2015 15:25

into orbit

[albanyvillas] 16/10/2015 14:32

report from consultants PriceWaterhouseCoopers has concluded that the NHS could save billions of pounds a year if “ambitious, proactive NHS organisations” improved their use of information technology.

In a report published ahead of a speech by health secretary Jeremy Hunt this evening, which will call for a paperless NHS by 2018, PwC says the NHS could save £4 billion more than the government’s estimate in its NHS information strategy.

It argues that around half of this - £1.7 billion - could be generated from four actions, including the roll-out of e-prescribing in hospitals and the Electronic Prescription Service in primary care.

Other ‘priority̵7; actions include using information to improve post-operative care and commissioning and “ensuring the widespread provision of complete and accurate clinical and attendance information to clinicians and carers at the point of care, via clinical portals or other solutions.”

The rest of the ‘additional217; savings - £2.7 billion - are assumed to come from the NHS falling into line with the government’s wider ‘digital first’ agenda.

The ‘Power of Information’ strategy, published in May last year, came with an impact assessment that argued the NHS could realise savings of around £5 billion if it was implemented.

[albanyvillas] 16/10/2015 14:28

going over 11 i think

[gargleblaster] 16/10/2015 12:34

It looks narrow to me now - 1073-1077. Steady buying by PI's.

[albanyvillas] 16/10/2015 10:23

mms have widened spread

:)