Atlantic Lithium Share Discussion Threads

[jakleeds] 13/2/2011 11:31

Thanks Aim_Trader a very informative video that I've now added to the header.

[aim_trader] 13/2/2011 10:52

Ian Bowles of Allocate Software says he's confident Allocate will continue to grow turnover

Friday, February 11, 2011

Ian Bowles, Chief Executive of Allocate Software, tells Proactive Investors that he confident that Allocate can sustain growth over the next 2-3 years. Ian says though that the difficulty encountered by Dynamic Change (healthcare sector), with the Primary Care Trusts being dismantled, can be overcome for two reaso

[littleweed] 11/2/2011 09:28

thanks greg I stand corrected!

[gregmorg] 10/2/2011 10:54

Not that it matters but I don't actually think this is an all time high for the share price!

That may surprise most investors but it was floated on the full market as MSW(before changing its name to Manpower etc) in the mid 1990's. The price then that I recall was something like 97p. However it was a painful experience and a real disaster. Fortunately it was recued and more than once but it survived. One executive and one non exec survive from that horrible period. Anyway it's a completely different animal now and one that has become quite pleasing with maybe even more pleasure to come. Purely a trip down memory lane!

[zorija] 10/2/2011 07:50

Those interim results looking stunning to me.

5.1p EPS so double it for the year and you get a forward p/e of 9.

Cheap as chips...

ZZZ

[eagle eye] 09/2/2011 18:23

Littleweed,
I guess you can conclude that Rob Ward likes this business.....
Eagle Eye

[robward] 09/2/2011 16:08

Hi Litleweed
So it should be....fantastic global business with a fantastic BOD and fantastic products. The best is yet to come !

Regards

Rob Ward

[littleweed] 09/2/2011 14:17

Looks like an all time high for ALL

[gregmorg] 31/1/2011 16:45

Thanks. Just read the article and yes it certainly reads well. Target price move by the house broker seemed a bit measily( not that I place much store in that type of crystal ball gazing!) but at least they moved it up a few pennies.

[aim_trader] 31/1/2011 16:18

Monday, January 31, 2011
Resilient Allocate puts the building blocks in place for further strong growth
Allocate Software chief executive Ian Bowles said today's interim results reflected a "resilient performance" set against the turbulent backdrop of root and branch change in the health service. Its Healthroster package is used extensively by trusts to optimise staffing and the company derives around 45 per cent of its revenues from the NHS. But while other operators have been hit by the hiatus created by reforms to primary care trust structure, the company seems to have weathered the worst of the storm.



great write up:

[gregmorg] 31/1/2011 15:02

A very pleasant set of results, boosted by Australia, although I cannot help but note cautious comment re expectations for the full year ie targets etc and remain on course. Overalll statement pretty good. Maybe profit projections will move up eventually-we shall see! Number of customers quite reassuring although spread still says heavily health orientated, fortunately not all of that NHS by any means.

[gregmorg] 17/1/2011 14:01

Further to my comment of 21 December 2010 It strikes me that today's unveiled Coalition thoughts on the way forward for the NHS are actually beneficial in the medium term to Allocate.

[gregmorg] 21/12/2010 10:28

Certainly a reassuring statement but the NHS cutbacks are having an effect as feared and the Co's Statement clearly spells out. On current stock market projections (and the co states it is on target for the half way stage)the EPS shrinks a bit this year. Against that background,and where we are within the financial year, the shares are unlikely to do much till greater visibility into the future ie. maybe some EPS growth in 2011/12. Also hearing of the Co's success in building up in its' markets other than UK NHS. Mind you, as a long term holder I would love to be proved wrong!

[rockafella2] 21/12/2010 10:18

New note -

[eagle eye] 20/12/2010 20:06

Allocate appears to have traded well over the first half of the year. There looks like a complete lack of investor interest here. Well done to everyone involved at Allocate.
eagle eye

[mudbath] 18/12/2010 20:16

Cheers for your comment over on WSI, jakleeds !!
What a result at Elland Road,indeed.
Didn't go,yet listened to every kick on the radio.
Presently,whilst looking forward to some progress with WSI,I am taking an interest in PUR.
Nothing going to happen to the share price for a while,due to an institution exiting its position.Further out though there are grounds for optimism.(imo)

Mud.

[mudbath] 15/12/2010 09:49

jakleeds and littleweed,
I continue to take a strong interest in ALL despite the thread debate currently being muted.
How things change.WSI also used to be moribund in both share price and comment;yet there is now a detectable note of momentum in both.
Your own input would again be most welcome,anytime.
Cheers,
Mud.

[gregmorg] 08/12/2010 12:42

I was about to ask did anyone go to the AGM then realised it had come and gone!

Did anyone go and get any feedback? I note that there is a certain amount of international strengthening which cannot be bad news for medium term growth.

There has been no further news re Gartmore's share reduction programme but with the high profile smaller co manager having left recently (Gervais Williams) and other signs of implosion at Gartmore one has to assume that much of the Allocate holding will come out at some stage. All can be absorbed providing the corporate news is sound but it has gone quiet. Must admit when the price started moving I had expected another deal to follow on because that's what smaller software companies tend to do. Assume some type of update at some stage.

[gregmorg] 16/11/2010 10:31

There's usually a reason for these sudden moves!

[zorija] 16/11/2010 08:47

I guess some smart buying on the back of some excellent results from ASW...
ZZZ

[littleweed] 09/11/2010 12:12

FSG which a few on here hold just received a bid approach,I wonder if ALL has been on anybody's radar. Successful small caps seem very vulnerable at the moment.

[jakleeds] 21/10/2010 09:25

Getting ready to pop it would appear.

[gregmorg] 19/10/2010 12:59

Thanks for the pointer it was a good spot. Actually the US Healthroster contract was first referred to on 22 September when the company announced its First Quarter wins. It was the last item mentioned in that announcement although that mention was really quite brief. So its nice to see much more flesh on the us contract although I note that no value is placed on the contract and there was no seperate RNS. So the size of the deal does not merit an announcement in itself. That said, strategically it is quite an announcement and breaking into a big market such as the USA tells us that the chances are more will follow in time.

Bit of a relief from fears of what the Govt's spending review could do to UK healthcare revenues! Of course,it maybe that installing software which faciliates major cost savings could become a priority for heathcare providers so there may not be too much impact but like most investors I just sitting tight and holding everything ie. not prepared to go out even more on a limb

[jakleeds] 19/10/2010 09:29

HI mudbath, still do follow WSI, but still prefer ALL I'm afraid. As you say I'm sure they'll both come good in due course.