||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Netcall Share Discussion Threads
Showing 1351 to 1373 of 1375 messages
|very positive results with a strong outlook. Obviously the investment and expenditure to grow and develop the business have impacted the EPS; this is however counteracted by an attractive divi. I'm very happy to sit tight and see this business go from strength to strength, with a prudent approach to growth and financial stability - I'd be surprised if we aren't around the £1ps in 2 to 3 years time.|
|Seems to be creeping up ahead of the results|
That's news to me.
My preference would be for NET to remain independent unless bought out at a very handsome premium for cash.|
|Hi spaceparallax. As far as I am aware Eckoh has no net debt and I have just checked on Stockopedia to confirm this. Its ability to expand in the US without gearing was one of the reasons I was attracted to buy this share following the recent fall in value. Despite the set back (which I think was fully reflected in the share price drop) it would appear that the US business is doing OK. Like Netcall, Eckoh sees the value of a recurring revenue based business model and is transitioning to this and some of the recent problems appear to be related to this, but based on the information available at the moment, the problems appear to be a hiccup rather than anything more serious. I am also attracted to Netcall which looks like an excellent business to me, if quite highly rated. I am hoping that, one way or another, the two businesses might still end up merging one day.|
|Cheers LBO, looks like the eckoh chickens may be coming home to roost - another example of a company hell-bent on unsustainable, over-geared expansion.|
|No wonder Eckoh wanted to buy Netcall on the cheap and pay with their overinflated equity!
|sp looking justifiably strong - perhaps we'll break into the 60s in the next week or two.|
|Superb TS to which the Mkt seems to be responding nicely. This business is in rude health, cash rich and with a great outlook - what's not to like?|
|This is showing signs of pressure build-up; perhaps a rise might be on the cards.|
|Waiting for the August update|
|Not much news and views on this thread, as a long holder I am still waiting to see some action in the share price ##|
|I missed that - looking active today as well. What will be revealed I wonder?|
|Have we won a new contract?
Up 8% today|
|I agree, I bought this because it is debt-free.|
|Absolutely content to have a healthy cash balance here and be independent of the heavily indebted Eckoh. The eckoh model will overstretch itself and offer much greater risk of going bust.|
|Should have taken the Eckoh offer. The directors wanted to accept the offer and I would have thought that they would have known best. Eckoh are now starting to reap the benefits of their push into America with a fortune 500 company signed up. Over the last 5 years every contract that has come up for renewal has been renewed.|
|Bought at 48.75p.|
|I agree. Its not a very helpful comment.
NET is in the process of transitioning to a recurring revenue model with the Liberty platform as the flagship. Legacy revenues though are falling. While these may be non-core, the new product revenues have not been sufficient to offset these falls, at least not in the latest period.
Cash generation has been good but even this is down on last year. Share-based payments are not down however and represent a large portion of statutory profit.
Ultimately, the company should end up with a higher quality, more visible earnings stream.I guess there could be another bid from somebody. So with patience this one might work out but doesn't seem compelling at today's prices.|
|Wonder what a positive outcome means - bit vague|
|Results next Wednesday I think|
|Dividend approaching 5% now|