Atlantic Lithium Share Discussion Threads

[andy] 06/5/2010 19:16

New article and analysis!

[jakleeds] 06/5/2010 16:37

Agreed Greg. The market seems to be extremely satisfied with the purchase, which is especially pleasing given world indices are plunging today.

[gregmorg] 06/5/2010 13:03

Srikes me as an interesting add-on and at a good price. The headline £9m max is only paid if quite uplifting criteria are met. Otherwise than that the initial price less the cash is hardly onerous. Earnings enhancing in the first year is not something you see everyday!

Actually I would have preferred a diversification outside of the health care area purely because of my concerns re cutbacks in every area of the public sector. I know that the products are supposed to make savings but sometimes everything gets put on hold during economically sensitive times and these are certainly going to prove to be exactly that.

Some comments here seem to be made by persons with their own agenda. As for declaring that they are a sellers with 290k shares in a very small cap co. yea right!

[interceptor2] 06/5/2010 11:18

Interesting comment King Roster, because I have had these on my watch list for some time now but haven't been convinced yet to push that buy button. Todays statement said that the acquisition would be earnings enhancing, but even when you add back the cash inherited from Dynamic Change. It doesn't look like a bargain to me when you look at other companies acquisitions in todays market. The Time Care acquisition looked more interesting geographically.

[king_roster_iii] 06/5/2010 09:33

Thats it. The directors seem to have lost their focus and are now picking off loosley associated companies that they can get cheaply. I thought that they would at least continue their international acquisition of rostering companies. But no - they diversify further and spread their focus even more thinly. Looking at the portfolio of products they seem confused at best. Is this beacuse they are worried about their competition oin the core rostering market. Who knows? But to all long term holders, Good luck. Over the last 3 years, I have accumulated more than 290K shares. I'm not convinced Bowles and Swann now know what they're doing. I'm taking my profit and leaving.

[ceohunter] 30/4/2010 12:03

The directors of Allocate Software (AIM: ALL), Lo-Q (AIM: LOQ) and ImmuPharma PLC (AIM: IMM) will be presenting on Tuesday 11th May at the Chesterfield Mayfair Hotel, 35 Charles Street, Mayfair, W1J 5EB.

The presentations will start at 6:00pm and finish at approx 7:30pm. After the presentations are complete the directors will also be available to take questions during a free canapé and wine reception.

[kaos3] 26/4/2010 18:06

something is wrong

[jeanesy] 25/4/2010 17:07

Share price continues a steady downward move. Are we near to these being a buy or is bad news around the corner?

[jakleeds] 23/4/2010 21:07

News

Bexley Care Trust selects Allocate Software's MAPS Healthroster and MAPS e-Expenses
22 April 10


Allocate Software's innovative MAPS Healthroster e-Rostering solution is chosen by North Bristol NHS Trust following a competitive tender to safeguard their position as a leading regional healthcare provider
21 April 10


Greenwich Teaching Primary Care Trust selects Allocate Software's MAPS Healthroster
20 April 2010

[orange1] 15/4/2010 10:04

Thanks KR for posting. Interesting comments.

[king_roster_iii] 15/4/2010 10:02

Allocate are at a critical point at the momment. The number 2 player in the healthcare rostering market has purchased the number 3 and feedback from the NHS to be presenting a more serious threat.

Allocate are also spreading themselves very thin and making false promises that they are failing to deliver on i.e. expenses, doctors ect in an attempt to win market share.

My colleagues from abroad also tell me that there are significant culture clashes between the swedes and Mr. Bowles. We know that Allocate want to dominate the international market but another international acquisition would present significant problems if they cant show they can combine TimeCare effectively. There are many examples of small companies like allocate expanding to quickly only to crash and burn. I have spoken about the arrogance of Bowles and Swann before - it is well known even amongst the customers- they must take care. To all LTH a word of caution these are not as safe as they were 6 months ago - IMHO.

[mudbath] 16/3/2010 11:54

jakleeds-Thanks for your continued interest over at WSI.
Did you see my further posting re Infor !!?(AWESOME++)
I could be mudleeds by the way.

[wjccghcc] 10/3/2010 13:30

They've never given figures with their quarterly updates. Not many AIM stocks give quarterly updates so we can't really complain I suppose.

[gregmorg] 10/3/2010 12:29

Awesome-maybe! Trouble is there are no figures to show growth or otherwise.Not a single statistic that I could see in the statement showing contract values or comparisons with any other period. So you have to take the "many many words" at face value which may indeed be a brilliant performance --but is it? Not suggesting they have taken PR guidance from Gordon Brown but it seems a bit close!

While I too feel sure the company is doing well, how do you proceed from here? My guess is just have to see whether the house broker edges up his profit forecast or, failing that, see whether the co issues a profits upgrade as it goes into into close season.

Rather hope that Gartmore's reduction in holding is just to reduce it below 15% overall. That could be the implication of the last small sale-- but not calling it.

[robward] 10/3/2010 07:12

Morning All
Excellent Update this morning.

[jakleeds] 09/3/2010 12:33

Gartmore disposes of another 150,000.

[jeanesy] 06/3/2010 18:36

Exactly when are due an update anyone?

[gregmorg] 05/3/2010 11:09

Hi Rob,
You are absolutely right on the first two points and, I hope, also right on the third point! I will be interested in the 3rd qtr update and which, given the other positive moves in recent time, I cannot help but conclude will be positive.
It is nice to see this starting to become a bulked up company ie well spread and not dependant on a few contracts. It has come a long way from when I first invested on the float. It was then only £2.4m market cap (and at 97p if my memory is not playing tricks !)and a full market listing(run by a strange bunch of private company characters who all faded as R Drummond found out what he had- and found out exactly in time-hence the rescues!

If that 25% growth rate can be sustained over the next year or so then a premium rating should follow. The market cap is approaching the £50m mark and should move thru it and widen the following as it moves away from very small cap status.

The recent appointment of an international finance officer/director highlights to everyone it is going to do bigger deals. Synergies should flow of course but these things not only have to be carefully bought but they have to be managed. Added complications come when a company goes on the acq trail as prices paid have to include a sellers' premium and certainly over book(if not- why not!). The problem then is that accountancy rules mean you have to write down against profit thereby masking some of the benefit. Having said all this it is nice to see a sensible bulletin board. Not many around. Thanks.

[robward] 04/3/2010 19:28

Hi Greg
I'm not concerned about some institutions lowering their holdings mainly because the share price has been rising whilst they have been off-loading which suggests to me that there is another institution or perhaps a another software company building a position. The raising tax charge masks the excellent operational performance of the business with profits growing at over 25% a year and set to continue. I think the concern over potential cut-backs in the NHS is overdone because Allocate actually help Trusts manage their resources more efficently. We are due a 3rd Quarter Update very shortly.

Regards

Rob Ward (Shareholder for over 6 years !!)

[gregmorg] 04/3/2010 15:15

After all these years that would be nice-actually really nice. Unfortunately Gartmore does not, or no longer shares, such optimisim! Hopefully it is a top slice or reduction to below 15% overall. Trouble is with institutions you can never be sure. After all why should they reveal their intent when it could work against their investor's returns.

Still as long as the company can sustain operating momentum everything else works out in time.

[the shuffle man] 03/3/2010 17:05

Hopefully we can break above the old high from 2007, then clear skies, onwards and upwards.

[jakleeds] 03/3/2010 16:22

Blimey are we breaking out- seems to be some interest in these all of a sudden.


Fantastic.

[jakleeds] 02/3/2010 17:49

I guess those two buys of 150000 shares each explain the rise. Long may it continue.

[jakleeds] 02/3/2010 09:44

And a nice tick up. Looking ripe for another surge.