Idox Share Discussion Threads

[rp19] 20/12/2013 11:20

Wed 8th Jan.

[jeanesy2] 20/12/2013 11:08

When are the results due ?

[phoenix1234] 17/12/2013 09:58

Unhelpful but fair:

www.shareprophets.advfn.com/views/3146/idox-when-is-a-new-contract-win-not-such-a-new-contract-win

[rp19] 17/12/2013 08:07

Encouraging that it is a 7-year deal. The sum $1.725m a year seems to be within the ballpark of previous EIM contract wins (circa $1.5 - $2.0m). That said, they have disappointed a lot lately so investor confidence is still pretty low.

[shanklin] 17/12/2013 07:14

Techno

Yesterday's RNS appears to be very small beer compared with IDOX's historic annual turnover. If they are RNS'ing this, and nothing else, presumably they are not winning any other significant contracts?

That at least is why I read the RNS as pretty -ve.

All IMHO, DYOR.

[techno20] 16/12/2013 22:36

Disappointing response to a chunky new deal, the second EIM contract in a month.

Final results imminent, so whilst tempting to top up, probably prudent to wait.

But feels like recovery gathering steam.

Techno

[phoenix1234] 06/12/2013 16:42

not a buy tip

www.shareprophets.advfn.com/views/2995/idox-plc-what-to-expect-from-upcoming-full-year-results

[phoenix1234] 06/12/2013 16:42

not a buy tip

www.shareprophets.advfn.com/views/2995/idox-plc-what-to-expect-from-upcoming-full-year-results

[aishah] 01/12/2013 13:37

No mention about the MFM fund.

[b1ggles] 01/12/2013 09:48

Aishah, they have only 'sold' Idox from their paper portfolio, AFAIK they still hold them in their 'actual' MFM Technology Fund.

[aishah] 30/11/2013 15:58

Techinvest have sold all their holdings but retain a hold recommendation in the hope that management can turn things around.

[nil desperandum] 29/11/2013 06:25

I don't know the situation here, but it's not uncommon to have contracts agreed and to start working before they are signed ... and have the effective date earlier than the signature. There is of course a risk in doing that, but it's fairly common.

[tell it as it is] 29/11/2013 01:55

Sounds like contract dated October pre year end, but delivered by a very slow and, at this time of year, overworked reindeer and only reached the company signed on 27th November. if that theory is correct it may indeed improve the warned numbers because the reindeer wouldn't have arrived by the time of the profit warning.

[rp19] 28/11/2013 20:11

Yes, it does seem strange. Have you got any theories on the possible reason for this?

[davidosh] 28/11/2013 17:58

Did anyone else find it a wee bit strange that they stated the contract was signed in October but it was today in late November that they decided to RNS and tell us ?

[yump] 28/11/2013 16:10

Suppose it depends on how you 'adjust' tips, given that 'Buys' far outweigh 'Sells'.

I have:
Strong Buy = Possible Buy
Buy = Hold
Hold = Sell
Sell = New underpants required

[b1ggles] 28/11/2013 14:25

No, not a Sell tip. A 'Not a Buy yet' tip. That's a bit different.

[phoenix1234] 28/11/2013 13:53

sell tip

www.shareprophets.advfn.com/views/2875/idox-plc-contract-win-but-no-rush-to-buy-the-shares

[janeann] 28/11/2013 10:26

Agree - someone knew something was afoot. But a new contract so has to be good.

[tell it as it is] 28/11/2013 09:03

Nice trading yesterday ahead of today's contract news !

[rathlindri] 28/11/2013 00:52

Look at the chart for 2013, this has not been a happy place to be

[graham1ty] 27/11/2013 17:11

Short 10% bounce and no comments on here ?

[rp19] 17/11/2013 11:55

I am inclined to agree with Techno taking a medium term view. Short term, there will be better opportunities out there.

[rathlindri] 17/11/2013 11:25

each to his own Techno, good luck to you

[techno20] 17/11/2013 09:53

Not in the same place as you both on this, I'm afraid. I'm long and will top up on weakness.

Yes there are clearly operational challenges and yes they need to announce a new FD pretty fast, but... The business has doubled in size in the last 3 years, has massively de-risked by diversifying away from the Uk public sector, have a Fwd p/e of 9 and a yield of 2.5%. And the chair and CEO are heavily invested.

I'm not suggesting this is going anywhere fast, but take a 12 month + view and IMHO idox will prove to be a decent investment.

Techno