Netcall Share Discussion Threads

[lbo] 25/2/2014 22:50

Netcall Plc (LON:NET) had its corporate rating reiterated by analysts at FinnCap. The firm currently has a GBX 70 ($1.16) target price on the stock.

[lbo] 25/2/2014 10:30

Movieline is part of the old telephonetics. Its the speech recognition for cinema bookings and has always been declining since on line bookings became the norm!

Think you will find H2 stronger and what is it Warren Buffet said about a moody farmer investor shouting out prices every day! How many moody farm investors sold out of this sub 20p, sub 30p, sub 40p?



Henrik Bang, CEO of Netcall, said: "The first half of the year has progressed well and trading is comfortably in line with management expectations. The positive momentum has continued into the second half of the year, and as a result, the Board remains confident in a successful outcome for the year as a whole

[spaceparallax] 25/2/2014 09:48

I'd say that looks a decent half-year report, with growth all round and positive sentiment from management. Not to mention the £10M cash pile.

[roger-lawson] 25/2/2014 09:45

Revenue growth low because "non-core" Movieline is apparently declining. Anybody know anything about that operation?

[spacecake] 25/2/2014 08:19

Revenue growth looks a bit weak !

[spaceparallax] 07/2/2014 09:34

well spotted LBO - casts a very positive light on NET

[spaceparallax] 31/1/2014 16:24

Looks like the chart might be building for another thrust.

[lbo] 21/1/2014 18:45

Netcall Plc (LON:NET) had its corporate rating reaffirmed by analysts at FinnCap. FinnCap currently has a GBX 70 ($1.15) target price on the stock

[spaceparallax] 21/1/2014 10:28

Sounds like strong business as usual, with the potential for more growth from the recent Sentiment investment.

[lbo] 21/1/2014 10:19

Simon Thompson recommendation Netcall (NET) says it continues to trade 'comfortably' within management's expectations and is seeing double digit percentage growth in orders from new and existing customers.

[steeplejack] 21/1/2014 07:25

Very solid update which should underpin recent share price rise.

[spaceparallax] 20/1/2014 09:41

Sp looking lively again today- future is bright.

[steeplejack] 18/1/2014 17:46

Well that's the science of investment,assessing whether shares are being "inflated" or their value simply becoming correctly appreciated.This is a thin,illiquid market,it doesn't take much to move up or down.Poor old Investors Chronicle,they're just doing their job and in the case of Netcall,they would appear to have done it rather well.Afterall,their target price has been achieved and you're selling.Maybe you should drop Simon Thompson a thank you note.

[pastybap] 17/1/2014 20:39

I have sold a good chunk of my holding today. I agree they are a quality company, but I feel this recent rise is mostly related to the "Simon Thompson" effect. I usually take a long-term view on my investments, but when a share is so blatantly inflated by repeated share tipping, and minimal real news I think i'll reduce my exposure for now.

[spaceparallax] 17/1/2014 16:53

Thanks for that Steeplejack, the cash stripout radically affects PER.

[steeplejack] 17/1/2014 16:15

Written up in latest Investors Chronicle,article by Simon Thompson reaffirming confidence.sets target of 60pThese multiples are calculated on a price of 54p"Ahead of the trading statement..fin cap predicts Netcall's cash profits will rise from £ 4.2m on revenues of £17.1m in the current year financial year to end June 2014,to generate free cash flow of £3.1.That will not only underpin a hike in the dividend -Finncap is pencilling in a raised payout of 0.8 p a share-but it is expected to swell the cash pile even further to £11.4m by June.That's the equivalent of 9.5p a share.Strip out the burgeoning cash pile from Netcall's market value of £63m and the company is in effect being valued on a modest 11.5 times cash profit forecasts for the year to June 2014.for a business producing double digit earnings growth and one that is conservatively expected to grow EPS by 10 percent to 2.8p in the current financial year,that is hardly an exacting valuation..."

[spaceparallax] 17/1/2014 15:50

I think your figures are about right Nick, although there have been a few positive developments recently that might not be built into those figures. Most gratifying of all is the consistently positive performance of the Company in recent times, with every prospect of that continuing to develop.

[nicksime] 17/1/2014 14:28

I've got forecasts of 2.5p eps for the year ending Jun'14, and 2.8p for the year after.

A forward P/E of just over 20 so hardly expensive for a rapidly growing tech, but not exceptionally cheap on fundamentals unless you are expecting upgrades or have some different forecasts?

[spaceparallax] 17/1/2014 13:49

another attempt to breakout beyond 60p - can't be long until it happens.

[spaceparallax] 14/1/2014 12:52

sp looking very strong again - given the fundamentals, I for one couldn't fathom the recent retracement.

[spaceparallax] 14/1/2014 11:18

LBO, please provide a synopsis - the link's no good for non subscribers

[spaceparallax] 13/1/2014 12:53

an interesting diversification