Idox Share Discussion Threads

[rp19] 17/11/2015 22:45

Positive update. Public sector doing well, EIM facing difficult market conditions but positioned for future growth, acquisitions seem to be bedding in well. Not sure about a bid but that would make it interesting!

[bigbigdave] 17/11/2015 16:36

Bid coming perhaps.

[eclair] 17/11/2015 16:36

Expensive or not, it seems to be gaining some momentum.

[phillis] 17/11/2015 14:46

Now starting to look v expensive
Time for further lightening

[sharesoc] 09/7/2015 23:47

Investors and potential shareholders in IDOX will be interested in attending our growth company seminar on the 15th July where IDOX will be presenting...

[phillis] 07/7/2015 07:46

8x EBITDA
Uurggh!

[rp19] 09/6/2015 12:49

No reason for an immediate re-rate but a solid enough company on a relatively modest valuation and happy to hold. There is value in the EIM business and that market will improve at some point.

[clocktower] 09/6/2015 12:40

No reason for it to go for a run is there. What will be the bottom line costs of the restructuring this time around?

[phillis] 09/6/2015 12:25

not going v far quickly....

[rp19] 08/6/2015 17:58

Some commentary here too:

[strollingmolby] 01/6/2015 23:15

hxxp://www.idoxgroup.com/news-and-events/idox-news/71-idox-news/510-idox-wins-managed-service-contracts-for-2015-norwegian-elections.html

Following the successful delivery of print and software services supporting the UK general and local elections, Idox has recently been awarded a number of contracts to support the Norwegian municipal and county elections which will be held in September 2015

These contracts are for the provision of software and hardware related services to support the elections in 65 communes within 6 counties located mainly in the Eastern (Buskerud) and Western (More og Romsdal) regions of the country.

The communities covered by the service include a population of 660,000 people, over 450,000 voters and a total area of over 3,300 square kilometres.

This follows Idox’s success in delivering similar election services during the Norwegian General Election of 2013

[filterwest] 19/5/2015 12:45

No one is ditching.

[clocktower] 19/5/2015 12:04

Hence some are ditching this dog now, as these restructures will no doubt hit profits. Maybe headed sub 30p again. Better waiting till the dogs been rested, feed and watered once again before its ready for another run out the trap.

[phillis] 19/5/2015 11:28

From the interims in 2014!

"The Engineering Information Management Division ("EIM") has been substantially restructured to improve its customer service and account management, in line with the successful public sector approach, and is now focused on three core markets where it has domain expertise: Oil & gas, utilities and infrastructure.



The EIM Division has revised and updated its product suites across its key platforms leading to a better engagement with its key accounts, while improvements in process and quality have already been implemented. EIM is now ready to launch its facilities management ("FM") and SaaS solutions in the US in the second half of the year and further extend its BPO services, having already signed two small contracts in the first half.""

and now they are restucturing again.....

[roger-lawson] 26/2/2015 15:09

Not many people at the AGM today. But I am writing a report on it that will be on the ShareSoc Members Network soon.

[clocktower] 26/2/2015 14:11

Still more upside on this statement imo.

[phillis] 26/2/2015 14:03

business in firm shape
subdued trading in EIM

high enough for now

[clocktower] 19/1/2015 17:01

RP19 - The last statement changed matters but it is going in the right direction since 15th. :-)

[filterwest] 15/1/2015 23:03

Come on idox move back up.

[rp19] 15/1/2015 19:31

Hmm, big change of heart from you posts in November!

[clocktower] 15/1/2015 18:47

All smoke and mirrors these days, the dog had its run. If it falls to the levels it should then the only hope is a buyer jumps in for the whole business.
Still a sell imo but DYOR.

[jeanesy2] 15/1/2015 17:58

Seems like the market has had enough too !

[jolomo] 15/1/2015 16:12

Really starting to lose patience with the way this company is reporting results. I know far from the onlty ones but would it kill them to be a bit more upfront with true costs of the business.

[boros10] 13/1/2015 18:09

Ignoring all amortisation in its reported adjusted EPS number is just plain wrong and misleading.It is one thing to ignore amortisation arising on acquisitions but quite another to ignore previously capitalised software development costs especially when software development is its core business.Free Cashflow per share is around 2.44p a share for an historic multiple of 16.3x. Adjusted EPS after deducting spending on intangible software development and adding back only share option costs and corporate finance fees produces EPS of 2.68p (after adjusting for the tax effect).