Kewill Systems Share Discussion Threads

[erpguru] 28/1/2011 23:01

Gerardp: Finaly / Malley / Nichols

In retrospect: Finlay did a terrific job transitioning Kewill from ERP player to Trade Logistics (nearly every ERP is in the PE graveyard]. Unavoidable the City boys demanding his head when dotcom bubble burst. Malley - no thanks. Nichols - SaaS strategy, terribly undervalued. Soros knows it.

[erpguru] 28/1/2011 22:59

Praipus: bottom of page 2.

[gerardp] 28/1/2011 21:52

Overpaid Paul Nichols has delivered sfa over many years. Time for a change - someone with a vision for real growth - instead by acquisitions.

[praipus] 28/1/2011 21:09

erpguru how do you know Soros's Quantum Funds has lots of Epicor bonds?

[erpguru] 28/1/2011 19:24

Appointment of Chief Financial Officer: Paul Nichols (fed up with young guns jumping ship) goes with pedigreed CFO David Gibbon from Atex Group Ltd ("Atex").

[erpguru] 28/1/2011 19:19

Nokia figures were never disclosed. Nokia decision makes sense: Using (Asian) contract manufactures forward logistics simpler than keep integrating Kewill's. Mexico continues with reverse logistics for repairs.

Despite (Nokia worry) we repeat our 120p target for the year ahead. BUY (Julian Tolley)

[typo56] 28/1/2011 08:32

Any idea how the loss of the Nokia contract might affect future year forecasts? It rather stands out as the "elephant in the room" today.

"Nokia Corporation (NOK) have decided to cancel the global rollout of Kewill's Service Logistics Solution (SLS), originally contracted in 2009. Nokia will continue to use the Kewill system that has been successfully running for 3 years within their Mexico repair facility. This has no material impact on trading for the business in the current financial year."

17 Aug 2009
"As part of this multi year agreement Kewill will supply Nokia with a hosted (Software as a Service) solution."

28 Aug 2009
"As I noted in our year end results, our sales pipeline included some large
deals for closure in the next six months and which support the current market
expectations. This contract, along with that announced with Nokia on 17th
August 2009, are two of those deals and show the confidence put in us by
existing customers to create cost and efficiency savings during a difficult
economic climate."

10 Nov 2009
"Significant new contracts signed included Nokia (service logistics)"

21 June 2010
"the business has secured some significant contract wins with new and existing customers across the globe including Nokia"

[gerardp] 27/1/2011 23:39

Poor interim statement with Nokia not extending contract. Positive news with Soros fund but Morgan Stanley have reduced holding.

[erpguru] 27/1/2011 23:17

Soros! Quantum Funds already own lots of Epicor bonds (more to happen here).

[praipus] 27/1/2011 21:31

George Soros's funds have snapped up 3%


to track his other holdings I've started a thread "Hedge Fund Tracking"

see post 1 for Soros Fund's other holdings

[erpguru] 26/1/2011 08:00

Interesting if the new FD is a bean counter or a more seasoned player. Perhaps the former (or an aggressive youngster) since a new company secretary with deep deal maker experience was hired.

[erpguru] 20/1/2011 02:15

Fund managers playing pass the parcel? PE fund building a position...

[gerardp] 19/1/2011 19:10

Decent volume today some 10m shares. Guess there will an RNS confirming sale or buy.

[erpguru] 18/1/2011 19:31

Evan Puzey exec appmt to COO Asia indicates Kewill seriously focused on growth. Figure Asia 20 pct y-o-y (more with acquisitions)

[gerardp] 14/1/2011 20:08

Hard to believe that brokers were saying that £1.75 was fair value during the takeover saga. No interest in Kewill these days - even the directors are not buying.

[gerdmuller] 14/1/2011 14:02

Some of my other small cos have begun to show early signs of life in the past week. It may be that after the rally in larger cos there is a search starting for decent value smaller cos.

If this does develop we may finally see some life in this one but nothing as yet.

[erpguru] 11/1/2011 18:11

FedEx macro proxy for Kewill...

[tratante] 06/1/2011 10:24

If the share price doesn't get moving, they will have a hard time turning down 130 next time there is an offer.

[erpguru] 18/12/2010 08:50

Oracle's 32 per cent increase in software sales in Europe should pull thru Kewill sales. FT.

[erpguru] 16/12/2010 20:22

Kewill's new website focuses on app specialties rather than on global trade logistics.

[tratante] 16/12/2010 18:04

predict the co will be sold before next year is out.

[gerardp] 13/12/2010 22:11

Standard Life bailing out.

[erpguru] 05/12/2010 22:09

Fund manager scooped up at 90.5p (support level set)

[erpguru] 30/11/2010 23:39

Freefalling on private investor volume. Parachute rip cord or 35p...

[freddie ferret] 26/11/2010 22:07

Could go back to 35p.