Netdimensions Share Discussion Threads

[luckymouse] 08/8/2016 22:39

Careful here - that bounce may be confirmation off shoulder extension - full height at the lower node

free stock charts from uk.advfn.com

[dice1950] 28/7/2016 20:47

Gray Fowler , Senior VP, Strategy and Design NetDimensions Interactive
28th July 2016

[dice1950] 28/7/2016 20:47

!YOUTUBEVIDEO:TqnGTn77d7Q:
Gray Fowler , Senior VP, Strategy and Design NetDimensions Interactive
28th July 2016


NetDimensions (NETD) Valuation: High-growth sector with punchy valuations

27th July 2016

NetDimensions warns sales slump could continue into second half
Proactive Investors UK-25 Jul 2016


NetDimensions provides integrated Enterprise talent management software platform (Talent Management System and Learning Management System)

[thomasthetank1] 26/4/2016 12:46

Read Panmure Gordon & Co's note on NETDIMENSIONS HOLDINGS, out this morning, by visiting hxxps://www.research-tree.com/company/KYG6427F1019
"Q1 shows us that the momentum from FY results continues. We like the operational progress, the secular drivers and the keen valuation ..."

[thomasthetank1] 21/4/2016 16:53

Read Panmure Gordon & Co's note on NETDIMENSIONS HOLDINGS, out this morning, by visiting hxxps://www.research-tree.com/company/KYG6427F1019
"In the wake of final results earlier this week NetDimensions signs a banner contract win (contract value was not disclosed) at the Medical University of South Carolina. This sees 18,000 learners in a high consequence setting. This was a competitive bake-off and brings in the content services team, illustrating nice upsell dynamics. The contract builds on NetDimensions strong brand in US healthcare – that segment was the fastest growth geography at final results. The share enjoys strong valuation support and is at a sharp discount to its key competitor set. We retain..."

[aishah] 18/4/2016 22:23

NetDimensions (AIM: NETD, OTCQX: NETDY) grew revenues by 12% in FY15 to $25.4m, vs January’s guidance of c $25.0m. The adjusted loss was better than we expected at $0.7m (we forecast a $2.5m loss), with gross margins and operating costs both better than expected. The industry outlook remains favourable and the group’s US peers have rebounded recently, in the wake of a two-year bear market. These peers continue to trade at significant EV/sales premiums and hence we still believe NETD shares could warrant a significant re-rating.

[thomasthetank1] 18/4/2016 14:27

Read Panmure Gordon & Co's note on NETDIMENSIONS HOLDINGS, out this morning, by visiting hxxps://www.research-tree.com/companies/uk/software/netdimensions_holdings_ltd
"Final results are a massive beat to our profit estimates. NetDimensions Adj LBITDA was 85% better YOY in a set of results which were a further proof that its strategy of becoming a leading supplier of compliance and learning solutions to high consequence industries is coming together. Of the KPIs the 98% increase in average first year deal size for direct new clients shows the company successfully selling larger deals to larger clients. Our favourite part: in busy 2015A NetDimensions still found the opportunity to re-visit its structure, route to market in several geographies and the efficiency of its operating model (it was these changes which lead to the profit beat) as NetDimensions restructured sales & marketing and it re-cast its professional services. Also, we note pleasingly that R&D was +35% YOY (14% of revenue) so the company continues to future-proof the business – nice play, NetDimensions! We make minimal changes to our 2016E forecasts. The shares enjoys strong valuation support (PEG 0.6x, EV/Sales 1.2x - a sharp discount to its key competitor set – see table). We retain …"

[thomasthetank1] 07/4/2016 12:02

Read Panmure’s note on NetDimensions (NETD), out this morning, by visiting www.research-tree.com …
“NetDimensions already announced (12 January) that it ended FY/2015E in line and beat our LBITDA forecasts. Very few companies regularly competitively beat global software companies like CornerstoneOnDemand, Saba and SAP/Successfactors at the customer pitch – NetDimensions does. We believe that the rush of positive news from NetDimensions over the past two years is likely due to its laser focus on high-consequence target customers, its strong product, engineering culture and an increasingly favourable adoption backdrop for SaaS-based HCM and Talent Management solutions. There is a huge valuation gap with nearest valuation peer, CornerstoneOnDemand, on its 1.0x EV/Sales. Investor interest on results day (18 April) is likely to concentrate on the current market (moving along fine, we think) and following the November placing progress with the use of funds. We retain our...”

[boadicea] 14/10/2015 14:34

The primary factor that prevents me investing here is the location of the company registration.

[aishah] 13/10/2015 11:05

In a brief Q3 update, NetDimensions (AIM: NETD, OTCQX: NETDY) announced that revenue and invoiced sales for Q3 were ahead of Q314. Secure SaaS revenue grew by 24% to $2.6m (we are forecasting $5.2m revenues in H2), with invoiced SaaS sales ahead by 40% to $2.8m. SaaS is the business model of preference (NETD also offers annual licences and perpetual licences), and no data were disclosed on the other revenue types. However, deal size continued to grow, albeit at a slower rate than in recent quarters, with the average first-year contract value from direct new clients increasing by 5%. We are maintaining our forecasts, which imply 11% revenue growth in H2, including 19% SaaS revenue growth. This leaves the shares trading on 1.1x FY16 EV/sales – a big discount to its larger US multi-tenant SaaS brethren, which trade on c 5x FY16 EV/sales.

[aishah] 12/10/2015 13:13

Panmure Reiterate BUY and 182p target. Shares Mag last week had a full page article. They end with:

"Panmure’s 182p target price looks ambitious but there is certainly scope for a large re-rating of the stock. The LMS space is also consolidating, Workday could even join the list of possible buyers of the UK business."

[aishah] 08/10/2015 11:22

Have been adding here recently. New Edison note out:
H1 results for NetDimensions (AIM: NETD, OTCQX: NETDY) were in line with the July trading update. Revenues grew 16% to $10.6m, as the group returns to more sustainable growth levels, following the 40% growth attained in FY14. We have eased our gross margin forecasts, due to the changing product mix, and our more conservative professional services assumptions, and we have eased our FY15 revenue forecast. This results in a higher FY15 loss, and we forecast the group will return comfortably to profit in FY17. Given that the company's US peers continue to trade at significant EV/sales premiums, we believe that NETD's shares could warrant a significant rerating.

[tradermel] 23/9/2015 07:50

Now that is a headline client to win. Wonder if the share price will move on that basis alone .... will be interesting how the market views this RNS

[welsheagle] 13/4/2015 12:57

Panmure Gordon reiterated their 'Buy' recommendation today, and increased the target price to 182p.

[danieldruff2] 13/4/2015 09:57

Still think it is costing them too much to gain customers.
Another thumping loss, cash position declined.

[lanzarote666] 13/4/2015 07:54

40% revenue growth to a record high of US$22.7M.

Final Dividend up 4% at 0.625p. Bullish regarding the outlook for 2015.

(looks like a leaky ship based on last weeks share price movement)

[cestnous] 10/4/2015 16:04

Looking strong ahead of results next week.

[cestnous] 12/3/2015 12:45

Encouraging comments in "Shares" digital learning article today. Hanging on in here as I see it climbing rapidly when the reorganisation comes into effect. Just imo.

[danieldruff2] 12/1/2015 09:03

I held this for a while last year but I felt it had to sell a lot of widgets to make little money... I find it difficult to value software companies despite working in software...

[cestnous] 12/1/2015 08:37

Was worth waiting for that statement :¬)

[tradermel] 12/1/2015 07:48

RNS

"In addition, the full year loss before interest and certain non-cash items is likely to be smaller than current market expectations."

Hmmm

[cestnous] 08/1/2015 14:48

Here we go :¬)