Macro 4 Share Discussion Threads

[channy1982] 15/3/2006 09:10

take a look at HSR-VERY GOOD NEWS-LOOKS LIKE IT WILL MOVE HIGHER

[gucci] 15/3/2006 09:10

l2 mao looks very strong
last mm at 252p

[gucci] 14/3/2006 17:38

doubt if pwk will retraced below 80p

[tole] 14/3/2006 17:09

Thanks Gucci - Nice to know - Yep am in both already.

Been in CSW a while now.

PKW looks good - think it was you who maybe gave me a heads up on that one over on the SDL board at circa 65p if I remember rightly? (If so thanks) Tucked a small amount away then - wish I picked up more now... but was only buying based on the chart at the time, wish i'd looked a bit deeper. Wouldnt might a top up if it retraces somewhat since they were pretty nice results.

Ane more heads-up, are always appreciated if you pick em like that :)

[gucci] 14/3/2006 16:37

yes still here tole

PKW is one beauty to tuck away and CSW another one

[tole] 14/3/2006 16:07

Are you still in gucci? Anything else you got worth a look at - leaving the obvious aside...

[tole] 14/3/2006 15:49

Looking a bit more healthier now - wonder if they are trying to fill an order.

L2 2v1 250-252

Edit make that now 3v1 250-252
Everyone else on 257 offer.

[tole] 14/3/2006 08:36

Patience...patience....

Ex-div tomorrow, but nice to see EVO move up and off the offer today.

[tole] 10/3/2006 09:32

Ex-div next week.

Interim dividend maintained at 2.25p per share and will be paid on 3 May 2006 to shareholders on the register on 17 March 2006

[tole] 03/3/2006 10:30

Gets a bit of a write up in the IC today - highlighting that the fall in sales and profit was due to a new sales strategy targeting bigger firms. However the strong pipeline of new business suggests this is now paying off. Good vale.

About time it started to move off this plateau.

[gucci] 27/2/2006 23:08

yawn ................

[tole] 24/2/2006 08:21

New broker note out...

[tole] 23/2/2006 09:45

Level2 improving after that 28k broker buy at mid price
3v1 - next move 252 on the offer

[tole] 21/2/2006 10:05

Macro 4 upbeat despite interim dip
Tue 21 Feb 2006
MAO - Macro 4

LONDON (SHARECAST) - IT systems group Macro 4 remains upbeat for the rest of the year despite reporting a dip in interim profits.

Pre-tax profits in the six months to December fell from £1.77m to £1.48m, on sales down from £16.6m to £14.9m.

The firm said there was a strong first half performance in new business revenues from its systems management (SMP) division, with new clients including Verizon and Air France while its business information logistics is recovering after sales fell 21% to £6.6m in the half-year.

"The healthy growth in SMP new business combined with our large pipeline of BIL opportunities gives the Board confidence for the second half of the year, " chief executive Ronnie Wilson said.

The interim dividend is maintained at 2.25p per

[tole] 21/2/2006 09:29

Macro 4 H1 pretax profit slips but 'confident' for H2

Macro 4 PLC reported a fall in interim pretax profit but said it is confident about the second half due to development in its Systems Management Products and Business Information Logistics businesses.

The global vendor of mainframe systems software and document management technology said pretax profit in the six months to December was 1.5 mln stg,
compared with 1.8 mln a year earlier, as total revenue eased to 14.9 mln stg from 16.6 mln.

"The half year results show a continually improving position, a strong balance sheet and predictable and good recurring revenues from both the BIL and SMP divisions," commented chief executive Ronnie Wilson.

"The healthy growth in SMP new business combined with our large pipeline of BIL opportunities gives the board confidence for the second half of the year."



Okay, sales slightly down, but expected since the change of the marketing strategy and lengthening of the sales cycle in the BIL division, but as noted this should pay off over the coming months as the strong pipeline is converted...

Still trading in my eyes, on an undemanding current/forward PER, and as they point out in the interims with good cashflow yield and a strong balance sheet with net cash 4.7m and property assets 7.8m...

[gucci] 19/2/2006 22:41

looks like its just you and me Tole

[tole] 18/2/2006 14:02

Remember results out on Tues...

Tuesday 21st February
INTERIMS
Macro 4

[tole] 17/2/2006 13:01

Well at least Aberforth Partners can see the value and acquired another 115,000 shares at this level....

[tole] 09/2/2006 09:26

MACRO 4 (MAO) 246P
Market cap: £54.8m PE: 13
Yield: 3.14% EPS gr: 10.6%

Small mention in shares mag Full Ftse section highlighting that after the
recent pullback the shares look cheap. Buy

[gucci] 01/2/2006 09:39

starting to move now

[gucci] 25/1/2006 08:16

onwards and upwards then Tole

[tole] 25/1/2006 07:49

Okay well there it is :)

Macro 4 plc, a leading provider of Systems Management Software and Document
Management solutions, today provides an update on its expected financial
performance for the half year ended 31 December 2005.

The Board is pleased to announce that it considers the half-year profit
performance should be in line with its expectations, and expects that the Group
will meet the current profit projections in the Market for the full-year.

Strong New Business Revenue growth is foreshadowed from its SMP division for the
half year, whilst New Business Revenue from its BIL division is likely to be
lower than this time last year.

Encouraging growth in the Group's new business pipelines, for both its SMP and
BIL divisions, auger well for the second half of the year and gives the Board
confidence for the full-year performance.

The interim results will be announced on 21 February 2006.

[tole] 24/1/2006 16:08

Still think we may get a trading update in next few days - mainly because they issued last years a month before the results - and we are expecting interims here on 21/2 - so pretty much a month from today now, so they better issue it soon if they are gonna do one.

[tole] 22/1/2006 17:36

Yep cheers TTC, appreciate the info :)