Atlantic Lithium Share Discussion Threads

[aishah] 30/10/2013 09:06

Moved up sharply over the last few sessions. Can't see any news. Tipped?

[simon gordon] 22/9/2013 09:22

iii - 20/9/13:

Five growing UK software companies

By Jessica Furseth | Fri, 20th September 2013

Allocate Software

London-based Allocate Software (MNS) providers rostering software to the healthcare, manufacturing and construction sectors, but the former is increasingly the key focus for the group.

Shares in Allocate caught the wind in their sails after July's full-year announcement, when the company confirmed last year's win rate for Allocate's HealthRoster was 88% and bookings in its UK healthcare division exceeded revenue by £5.5 million. The associated deferred income will be recognised across future years, the group said.

The headline figures were revenues up 1% to £37 million and earnings before deductibles falling slightly, to £4.8 million, but this is not the full story, stressed chief executive officer Ian Bowles: "The success of Allocate Software in 2013 is not fully reflected by the headline revenue in our audited financial statements. UK healthcare bookings secured in 2013 are higher than reported revenues by £5.5 million demonstrating the continued evolution of the Allocate business model."

[simon gordon] 13/9/2013 16:31

Strategic Equity Capital plc - 12/9/13:

We deployed the proceeds into enlarging existing holdings and establishing small to medium weights in three new investments. Existing positions in Allocate, CVS, Goals Soccer and Gooch & Housego were increased. We continue to believe that the growth outlook will improve substantially for Allocate and Gooch & Housego. In our opinion, the former is very modestly rated given the strong medium term growth prospects and cash generation and one of our most undervalued holdings.



Allocate Software is the leading workforce optimisation software applications provider for global organisations with large, multi-skilled workforces. It is the clear European market leader in the healthcare vertical market, where the compelling return on investment for clients is driving significant growth. It is also the clear lead provider of optimisation software for the global offshore and defence markets. A strong management team is focused on delivering continued profitable growth, maximising the commercial potential of the product suite. SVGIM became a major shareholder as part of a placing to fund the acquisition of its Nordic equivalent, Timecare AB, in December 2009. The company has subsequently made three further acquisitions of complimentary businesses - Dynamic Change and Zircadian in the UK and RosterOn in Australia. The quality and visibility of earnings has improved materially over the company's period of ownership, but this has yet to be reflected in the rating. Funds managed by SVGIM currently hold just under 10% of the company's equity.

[newbold120] 13/9/2013 09:14

interesting read across on the multiple that EMIS has paid for Ascribe today.

[gregmorg] 12/9/2013 16:59

Goodness me--re we into new /old ground. The price has finally got back to the original issue price(trouble is it was so long ago I cannot remember whether it(then MSW) was 93 or 97p--and I was actually involved and still my memory fails me !). Nevertheless, it is lovely to see and long may it continue. Different management now and probably all changed at least twice so not really the same company but great to see this progress.

[ceohunter] 25/7/2013 08:53

video interview

Allocate Software aims to continue growth trajectory

Ian Bowles, CEO of Allocate Software (LON:ALL), tells Proactiveinvestors that the company has been working hard through a period of transition and has emerged into a new phase of cash generation. Ian says that with the recent implementation of cloud based technology at the company, Allocate is in a good position to add value for its client base and so add value for investors.

[ceohunter] 25/7/2013 08:51

Allocate Software aims to continue growth trajectory

Ian Bowles, CEO of Allocate Software (LON:ALL), tells Proactiveinvestors that the company has been working hard through a period of transition and has emerged into a new phase of cash generation. Ian says that with the recent implementation of cloud based technology at the company, Allocate is in a good position to add value for its client base and so add value for investors.

[aishah] 23/7/2013 09:27

Numis retains Buy; ups target to 118p

[aishah] 23/7/2013 08:58

"The underlying strength of Allocate can be seen in this year's Balance Sheet which shows a significant improvement in working capital management, a record year of cash generation and growth in deferred income, all of which are positive indicators for the future. "
Increased divi too. Plenty of cash on BS.

[callumross] 01/7/2013 12:19

Wondered what the higher volumes this morning was, Aishah! What was the gist of their basis for tipping it?

[aishah] 01/7/2013 09:48

Getting some interest today after Techinvest Second half Best Buy tip.

[callumross] 24/6/2013 12:36

Allocate Software PLC (LON: ALL)'s stock had its "buy" rating restated by equities researchers at Numis Securities Ltd in a research report issued on Monday, ARN reports. They currently have a GBX 106 ($1.64) price target on the stock. Numis Securities Ltd's price objective points to a potential upside of 57.74% from the company's current price.

[greasynut] 11/3/2013 14:30

A steep drop off in price for ALL since the interims in Feb, even though I thought the results were quite satisfactory.
Currently 69.5p to buy from 74p last week on 37000 volume today.
Significantly undervalued IMO, unless there's bad news in the pipeline.

[wjccghcc] 01/10/2012 13:41

Well, sold 75% mine at 82p as had a nice profit. Looks a function of the shift to SaaS and UK NHS spending delays so should only be temporary but share price unlikely to perform until that is clarified at the time of the interims IMHO.

[devil20] 01/10/2012 13:32

That was unfortunate! But it's not so bad...I'll continue to hold.

[tech] 01/10/2012 13:22

Profit warning

[devil20] 01/10/2012 10:44

WJ. Quite true. It could do with an RNS stating more contract wins to show the Co is still growing. That and the news about it's divi which we should get soon. I think about 96% of shares are held by funds/directors which'll mean further good rises on few buys.

[wjccghcc] 01/10/2012 10:19

Nope. Still got mine. Just not much to say...

[devil20] 01/10/2012 10:01

Pushing up nicely again today. Or am I talking to myself! lol

[devil20] 28/9/2012 12:02

And another push up on a couple of buys. Chart looking even better.

[devil20] 27/9/2012 09:22

There it goes with another buy. I'm hoping a good few more buys will come in as we head up to results.

[devil20] 27/9/2012 08:34

Fair old late trade gone thru this morning at 83.5p. You'd think they'd move the published price.

[devil20] 24/9/2012 09:30

Charts are showing we're at a crossroads here. It just needs a few buys to push it thru the 81p resistance and we could get a nice run.

[devil20] 11/9/2012 08:55

Just topped up another 1000, all I could get before the price changed.
The Co is looking quite strong now, the fact it'll start paying divis will only help support that strength. Best of luck.