Utilitywise Share Discussion Threads

[eaaxs06] 21/10/2016 09:34

Last time I looked buyers/sellers were matched at about 50,000 each.

Nice to see the MM's marking it higher though, and closing the spread up, which will help liquidity.

[nw99] 21/10/2016 09:24

Buyers in force

[qs99] 21/10/2016 09:22

looks like something has stimulated a nice open

[fruitninja84] 21/10/2016 09:17

Dare I say sentiment is finally starting to shift here? This is the first time in 3-4 years I have been bullish on this company and took an initial position here today (of course I'm likely wrong and will end up with egg on my face)

[alamaison5] 21/10/2016 09:13

That's what we are going to find out. At first it seems that way.

[nw99] 21/10/2016 09:10

Seller cleared ?

[alamaison5] 21/10/2016 09:01

We're on the move. 150p, first target.

[nw99] 21/10/2016 08:29

Buy and hold

[alamaison5] 21/10/2016 05:35

Massive volume again today. The seller could well be the ones who bought at 112p. Lowest point for UTW. Great performance, check the last few RNS.

[rhatton] 20/10/2016 16:19

wonder who's been selling? Large trades going through but maybe only disguised as sells?

[alamaison5] 20/10/2016 14:13

It's official. 130p is broken and there is no going back. The amount of share traded in the recent days show that the overhead is nearly or cleared.
150p target by end of next week.

[freddie ferret] 19/10/2016 15:18

Sorry wrong thread.

[hutch_pod] 19/10/2016 10:34

Yes surely upside if anything from European earnings

[melody9999] 19/10/2016 00:37

FF - pls explain....UTW is surely UK focused.

[freddie ferret] 18/10/2016 16:34

Lot of currency exposure here, with the sustained fall in the £ :) .

[bennywin] 18/10/2016 12:55

Takes a lot to get this moving North

[sailing john] 18/10/2016 09:02

Salpara - Correct - off 5% and already flagged so you would think priced in given headline numbers
"Gross margin was 38.8% for the year against 43.8% for 2015. The gross margin has fallen this year, in part due to the high attrition in the Consultant population in Enterprise. In the Corporate division, lower margin revenues in the ESOS project work, the investment required to establish the energy services team and costs associated with trialling t-mac and IoT have also contributed to the reduction in margin."

[salpara111] 18/10/2016 08:50

I guess that the fact that top line growth was 22% and diluted eps was just 3% means that margins are falling.
As a non holder I though the results were ok but I wont be investing myself at this point.

[sailing john] 18/10/2016 08:01

Very positive
Adjusted PBT £17.8m actual £18.4m - Market Cap £100m
Net debt zero and Yield 5%
What's not to like other than Debtors that concern a few. Personally I have no concerns about Debtors given it mostly relates to deferred Commission from Big 6 Energy Suppliers that is settled when individual contracts end or are extended.
SJ

[hutch_pod] 18/10/2016 07:59

Phew. Yesterday's rns looks like good news leading into pretty decent finals.

[nw99] 18/10/2016 07:34

Increased Divy is a nice bonus

[bennywin] 18/10/2016 07:17

All looks good to me.
Cracking growth in dividend.
Happy days.

[nw99] 18/10/2016 07:07

Strong operating cashflow generation contributed to a much improved cash position at the year end and the 30% increase in the dividend for the full-year is a sign of the confidence with which we enter the new year. I welcome Brendan Flattery to the CEO role and look forward to working with him."

[bennywin] 17/10/2016 12:40

I worry a little that todays RNS might be aimed to soften a blow tomorrow.

Hopefully not !!

Looks good long term however, with this kind of contract hopefully paving the way for other similar ones.

At least they have a multi dimensional service offering now !

[salpara111] 17/10/2016 12:31

Management is well aware of the criticism levelled against them concerning revenue recognition and cash flow.
If they have managed to address those two major issues tomorrow could be a turning point.
I am curious as to why they chose to release this information today given the results tomorrow.
I have money waiting so we will see what tomorrow brings.