Ideagen Share Discussion Threads

[big7ime] 15/4/2014 00:18

The profit taking and downward trend has begun, I would expect a fall to 27 where I would consider re-entering

[yump] 14/4/2014 22:07

That is a weird and somewhat funny contradiction.

[big7ime] 14/4/2014 18:41

Flight to quality yump, for me I will re-enter here at 27

[yump] 14/4/2014 18:27

Some smaller stocks seem to have some big chunks of money being taken out. Presumably some investors are looking at the main indices and think the market has topped out in general.

[sharesoc] 09/4/2014 10:47

Shareholders and potential investors in Ideagen will probably be interested in attending this event run jointly by ShareSoc and Hardman and co. The seminar taking place in Leeds on the 20/05/14, copy link: hxxp://www.sharesoc.org/events.html

[yump] 07/4/2014 22:38

I don't think winding the handle on here is going to get much response. Everyone is pretty level-headed.

[big7ime] 07/4/2014 19:45

The market cap of about £56m though looks pretty full now, on about 22 times next year forecast EPS of 2p, so this is well into growth rating territory now, therefore the company cannot afford to put a foot wrong at this price!

[yump] 06/4/2014 17:22

Nice spot.

I don't know a huge amount about the market, but seems to me that there have been various electronic compliance and doc. management systems around for years, so quite why so many organisations don't seem to have anything in place, or have something that doesn't work well in place, is curious.

I assume either that there is some factor that has made it tricky to design a really good system, or that a load of half-baked systems got into the market in a sales rush, or the requirements keep changing, or there is a huge challenge in designing a universal system that will still 'plug into' an organisation's documenting structure and processes. I can imagine there have been quite a few systems designed that have to be continually redesigned and tweaked for new clients.

Whichever it is, perhaps IDEA have cracked it.

[themachine99] 06/4/2014 09:17

Whilst there is no deal size this is of significant interest as it is in the most highly regulated sector around - pharmaceutical - last month was BTG now this one....the barriers to entry in pharma are very high so Ideagen must have some very capable/unique IP ?

[themachine99] 06/4/2014 08:50

Did anyone notice another new contract win....03 Apr 2014 Ideagen awarded another pharmaceutical electronic document and quality management contract Posted in: Press Releases Ideagen Plc, a leading supplier of information management software to highly regulated industries, is pleased to announce a contract with Biotec Services International, a South Wales-based company providing clinical trial supply services to the pharmaceutical industry. Biotec delivers solutions for packaging, distribution, transport and storage of temperature controlled pharmaceutical products in over 60 countries. Ideagen will implement an electronic document & quality management system (eD/QMS) using Workbench software. Fully integrated modules will allow reporting and recording of quality procedures such as audits; corrective and preventative actions (CAPA); and formal change control. In addition, Workbench will provide a global training and competencies management platform for all Biotec staff. Intuitive Dashboards will provide Biotec executives and quality professionals with real-time data, tracking quality and compliance-related Key Performance Indicators (KPI's) across Biotec sites and operations. The new eD/QMS will help Biotec meet regulatory and customer compliance requirements and, it is hoped, will support Biotec in future expansion activities. Tristram Evans, Biotec Chief Quality Officer, comments: "Biotec are pleased to have found an eD/QMS provider that delivers exactly what the business requires within a configurable, secure software platform. This will allow the business to continue in expanding activities within a scalable and controlled eD/QMS environment which will, in time, obsolete the paper based quality system elements currently in use at Biotec". Ideagen Chief Executive David Hornsby, adds: "We are delighted to report another customer win in the pharmaceutical sector; and we look forward to working with the Biotec team to deliver a Workbench Enterprise, electronic document & quality management system. We have invested heavily in healthcare-specific product development and this news comes alongside a number of recent NHS wins. Healthcare and pharmaceuticals are key highly-regulated markets for us, where we are actively seeking complementary acquisitions." - See more at:

[yump] 04/4/2014 10:31

You can tell by the flood of excited posters predicting £5 by Christmas, that its near the top.

Woops, sorry wrong thread ;-)

[craigo3] 04/4/2014 09:57

Well lets see.

[chizgreen68] 04/4/2014 09:37

Great, thanks C Man

[big7ime] 04/4/2014 09:26

You know it's nr the top when you read comments like that

[craigo3] 04/4/2014 08:44

Chizgreen, no next stop not 50p, these are now going to non stop up to 100p by a few years time.:)

[yump] 03/4/2014 14:02

Why would I ? IDEA hasn't yet and imo is unlikely to start spouting BS about a £200mln turnover in 3 years.

I would debate more with you, but I'm not sure you're actually understanding what I've posted, so I won't. Each to their own I guess.

[big7ime] 03/4/2014 13:49

You must be thinking of selling now, you're so cautious and the valuation is getting very toppy

[yump] 03/4/2014 13:13

I have nothing to be bitter about. Sold several lots of CBUY on the way up, missed the last 10p. But that made the glass 4/5 full when I sold.

The difference is, and its an important one, that CBUY had made very little progress as a business and yet the share price shot up.

I was just contrasting the two businesses. For me, target selling prices move up with business progress, not with a multiple of my purchase price.

Except when a share price flies way, way ahead of any credible valuation.
Then I just cash in my good luck.

Good luck with your investments, whatever your strategy.

(btw I think it was the % of savings business model change that sent CBUY up, combined with the CEO's £50mln revenue comment in the AGM)

[big7ime] 03/4/2014 12:51

Yump They tipped CBuy (then named Atuk) Mar06 at 59.5p it went back to 5p before the good news of Visa deal propelled it up again. I have a good memory and recall you selling last summer before the main rise which has since made you very bitter on that thread continuing to post negative comments. i dont know what you paid. All I'm saying is these stocks are very volatile and quite often get tipped before a major fall. I won't annoy others here by posting negatively until it happens here as that is not fair to existing holders and I am not that arrogant. It may well double again as CBuy did after you sold but a profit is a profit, double in less than a yr was my target so am out for now but GLAH

[yump] 03/4/2014 09:33

Its not actually much money sending it up really either.

[chizgreen68] 03/4/2014 09:22

I have to say that I am enjoying this, next stop 50p? I thought that we might get there in 2015. To be clear, I'm perfectly happy to have been wrong

[cheshire man] 03/4/2014 09:15

Great start to the day here :-)

[yump] 02/4/2014 23:17

Yes, Techinvest is what you might call a proper tip, as against some blokes blog.

[catsneck2] 02/4/2014 22:14

A lot more to come here, sound business, bring on the contract wins.