Incadea Share Discussion Threads

[cestnous] 06/10/2012 14:50

Nice 2p jump at the close. Maybe a late trade announced Monday?

[parvez] 05/10/2012 16:55

expect some weekend coverage...

[tech] 05/10/2012 16:25

Looking good

[parvez] 04/10/2012 22:27

This is only the start IMHO of course

[tech] 04/10/2012 14:00

Few buys today, looking nice

[parvez] 03/10/2012 10:56

expect some action after the lull

[cambium] 24/9/2012 14:41

Getting exciting

[cambium] 22/9/2012 12:08

Suits me sir!

[john09] 21/9/2012 11:20

Good point

[cestnous] 21/9/2012 11:13

Just maybe it was held back while Investec bought 4 mil shares

[john09] 20/9/2012 12:09

If this price doesnt hold here then it will dribble back. All looks a bit iliquid here. Interesting prospect though...

John

[wjccghcc] 20/9/2012 09:25

I suspect there is digital look confusion between euros and pounds. Not convinced either of the valuation though the company looks interesting.

[nurdin] 20/9/2012 09:21

If my sums are correct they did 1.49p in first half on an adjusted basis.Surely 6.9p for the full year looks a tad optimistic?

[parvez] 20/9/2012 08:20

Stegrego, yes may look expensive at first site based on today's result but small company growing very fast and also spreading the risk by being focussed in many countries.

Note also Kestrel are building a stake in the company. An extract from their website as follows:

Kestrel Opportunities acquires significant holdings in high quality, profitable smaller companies that we identify as undervalued. We then work closely with management teams to unlock latent value and so deliver long-term capital growth for our investors.

[stegrego] 20/9/2012 08:15

Parvez, I was judging it purely on the results today as I have no forecasts.

Thanks.

[parvez] 20/9/2012 08:10

Stegrego, According to SCSW, revenues for the full year are set to climb from £19.6m to £27.6M. Profits are expected to be £5.8M (eps 6.9p). I calcuate the PEG to be 0.13. Undervalued IMHO but feel free not to by if you feel too expensive :)

[stegrego] 20/9/2012 08:04

Does this have some massive earnings leap forecast? As it currently looks really expensive to me.

[parvez] 20/9/2012 07:59

sooner than you think IMHO

[gymfit] 20/9/2012 07:49

I reckon this will bowl up towards 140p in time

[cestnous] 20/9/2012 07:47

Like this bit;


Chairman, David Hobley Commented:

"I can report that our first set of results since incadea's successful IPO in May this year have achieved or exceeded all objectives. This can be attributed to our automotive retail focus, product Innovation and development, and growing brand recognition which has greatly benefited from the IPO. Our growth is well supported by strong underlying market trends and strong demand for our products and services.

[parvez] 19/9/2012 16:03

expect take-off tomorrow.....as a reminder, here is an extract from the trading update on 10 August:

Incadea plc ("incadea" or "the Company"; LSE-AIM: INCA), a leading provider of software solutions and services to the global automotive dealership industry, is pleased to announce that it has continued to make strong progress since its Admission to AIM on 25 May this year and, as anticipated, the enhanced profile of incadea as a public company has assisted in winning new business. Since Admission, the Company has signed significant new contracts, in a number of key territories with both existing and new OEM customers, which the Directors expect will help underpin continued growth.

[snatander] 19/9/2012 15:48

nice move up , 42 minutes to go before tomorrows results

[cestnous] 19/9/2012 15:42

Up we go. You in yet HD2?

[snatander] 19/9/2012 15:14

resukts tomorrow

[snatander] 18/9/2012 16:23

rude not to