Kewill Systems Share Discussion Threads

[blah blah] 02/4/2012 09:50

Erm, three contract wins needed before year end to achieve forecasts, year end was last week, no contract wins announced. Any prizes for guessing what comes next?

[gerdmuller] 02/4/2012 09:05

Thanks for the link. Lets hope he is right. Markets have seen strong gains but these have been a waste of space since the failed takeover. Some contract news would be useful.

[gleach23] 31/3/2012 10:14

I've not been in KWL for a long time but will add to my watchlist following Schwartz's article.

For those with access -

[wjccghcc] 26/3/2012 10:55

Tipped by David Schwartz in the FT.

[gerdmuller] 26/3/2012 10:34

These seem a little more lively today. Any reason?

[erpguru] 19/3/2012 08:27

FT's Lex still expects FedEx to eventually win TNT due to competition concerns with UPS bid. The attention may shine a light on Kewill.

[erpguru] 25/2/2012 00:09

IT players "who thought they had...years to adjust to the new realities...having a really bad day" -

[erpguru] 21/2/2012 08:59

Reads like US has not transitioned to SaaS. Whereas UK, Europe has. US still selling old fashioned licenses thru VP sales. This needs fixing.

[qwerty124] 14/2/2012 17:46

Seems to be a management crisis in Kewill Americas. CMO brian Hodgson has recently left and been followed by US VP finance Kim Dodge. This follows a series of other senior management leavers last year. Big vote of no confidence in mike Dolan - US COO and the completely ineffective Paul Nichols.

[freddie ferret] 03/2/2012 17:10

A bloke buying 5000 shares today, four lots.
Maybe he will buy some more tomorrow?

[tratante] 03/2/2012 12:21

second sharpish rise in a couple of weeks and on an otherwise lacklustre day. Any chance something going on behind the scenes or just random noise?

[erpguru] 25/1/2012 19:11

Product strategy appears focused too much on transactional features. Missing the shift to realtime feedback loops for transforming business processes on the fly via analytics.

[tratante] 25/1/2012 14:21

Kwl rather unloved, any one still watching these? Thoughts?

[wjccghcc] 14/11/2011 08:38

Well they've got one of them.

[erpguru] 14/11/2011 03:50

FT says "UK retail failures forecast to spike at (end of) Christmas". How many of the four contracts are UK?

[kirkthrust] 09/11/2011 20:56

killik pushing it today.....management seem optimistic that four contracts can be delivered by end March2012...each one RNSable...and analysts likely factoring in only two of four....cheap on PE ex cash of £16m basis too..

[qwerty124] 09/11/2011 15:49

The results are extremely poor. Looking at the statements this is explained mainly by the loss of Nokia. However reading the last annual review, this was known in January 2011 when Nokia gave notice, well before the new Financial year started. Therefore surely they will have planned without this revenue. So either the business has really tanked or they should have given a profit warning with their annual results. Either way this should mean the end of Paul Nichols and his underperforming senior managers, especially in the US.

[erpguru] 28/10/2011 05:32

70pct reoccurring revenues. Sales pipeline driven by lumpy deals (Oracle minus alpha dog scale). Needs more self service Saas to smooth out deal flow, without enterprise sales expenses. New VP engineering is Stanford / Silicon Valley experienced, very promising.

[gerdmuller] 27/10/2011 13:50

Things have gone from bad to worse since the offer was made. Management never did give any details and I wondered at the time how much energy this was consuming.

I've seen it so many times, a few bad statements and all of a sudden someone comes from nowhere to rescue the company at a cut down price.

[gerdmuller] 27/10/2011 13:50

Things have gone from bad to worse since the offer was made. Management never did give any details and I wondered at the time how much energy this was consuming.

I've seen it so many times, a few bad statements and all of a sudden someone comes from nowhere to rescue the company at a cut down price.

[tratante] 26/10/2011 13:34

Interesting to see what would happen if someone offered 130 per share now!

[wjccghcc] 14/10/2011 10:36

Well I started buying back in at 66p this morning. It's not the most exciting business but they have stonking cash generation, a strong balance sheet and 61% recurring income with a leading global position in their markets.

[erpguru] 14/10/2011 10:25

68p. And if ten green bottles accidentally fall...