Aptitude Software Share Discussion Threads

[primarch1] 01/3/2022 13:41

Being knocked hard wonder if this is to do with its location in Poland? Can't see any negatives in recent update.

[kalai1] 21/1/2022 14:58

Aptitude Software Group plc issued a positive trading update yesterday. APTD made good progress in 2021 with new business success across all the Group's key regions together with the continued development of the Group's product strategy. Overall performance was in line with the Board's expectations for 2021. Annual Recurring Revenue for the core Aptitude Software business grew by 10% on a constant currency basis in the year to £34.4 million, including the acquisition of MPP Global it was £41.8 million. Excellent progress has also been achieved in 2021 on a series of strategic product initiatives to provide the Group with sustainable growth opportunities for the future.

So solid performance delivered and more growth to come. Profitability ratios are all top quartile for the Software & IT Services market, the balance sheet is strong. Valuation is the main stumbling block, forward PE ratio at 43 is bottom quartile even for the high multiple tech sector. This rich valuation may also explain why the share price lacks momentum, roughly flat over 12 months. APTD is a solid, growing business, but there is no rush to buy here, it is a share to monitor for now...from WealthOracleAM


hxxps://wealthoracle.co.uk/detailed-result-full/APTD/320

[2bluelynn] 19/1/2022 10:52

Are we due a trading update soon around the 20th I think ?

[janeann] 22/12/2021 14:47

mg ... I look forward to holding this for a long time

very long term hold for me... in fact over 10 yrs now!. It used then to pay a special dividend

looks like a 15k buy has gone through - not mine tho!

[mginvestor] 22/12/2021 14:40

I just bought into it recently:



Timing was good for once but has been on my WL for a very long time.

The key things to look out here will be:

consistent ARR growth of 7-12% (exc MPP or other acq's)
Improving operating margins
Continuous strong FCF conversion

I look forward to holding this for a long time

[janeann] 22/12/2021 13:52

well off the radar and starting to get back.....added twice recently

[2bluelynn] 02/11/2021 16:32

Big sells - big buys or all sells unusual

[janeann] 28/7/2021 09:34

I thought so too.... a little disappointed dividend not inreased given their cash pile tho

[countryboy] 28/7/2021 08:50

Another very good performance in first half, showing the resilience to pandemic conditions.

[davidosh] 07/6/2021 05:40

Mello Monday will feature Aptitude on the MelloBASH (Buy, Avoid, Sell or Hold) tonight at 8.30pm.

6.00 pm Mello welcome and News
6.05 pm Interview with Keith Ashworth-Lord – Buffetology Fund
6.45 pm Company presentation from Pebble Beach
7.15 pm Charity Pledge
7.20 pm Company presentation from Mailbox
7.40 pm Melwin Mehta – Soap Box Are cheap bids stealing good British companies….and are Boards protecting shareholders?
8.00 pm Company presentation from Accesso
8.30 pm Mello BASH – Jack Brumby and Gareth Evans



If you would like to attend as a shareholder then you can register for the event using code SHVIP for 75% off tickets.

[orange1] 24/3/2021 16:45

It´s been frisky for a fair few days now particularly in the afternoon.

[janeann] 24/3/2021 16:22

very strong uptick today - no obvious reason ; and one of the quietest boards on advfn.

[janeann] 03/2/2021 13:08

well seems we are moving on again......... long may it continue

[malcontent] 19/1/2021 16:34

ahh there's the reason
some one appears to have been anticipating the good news....

[countryboy] 19/1/2021 09:12

Yes, indeed, what a great TU.

[2bluelynn] 13/1/2021 16:28

Let's hope it keeps on Moooving quickly UP ! May be some good news on the way

[malcontent] 13/1/2021 15:20

this moves SOOOO quickly, often for no apparent reason....

[janeann] 13/1/2021 15:19

started earlier yesterday - before 12 - I had looked at that

[orange1] 13/1/2021 14:56

The price seems to get perky in the afternoon which is when the US markets open. Coincidence or not?

[janeann] 13/1/2021 14:30

yes - still trying to find a reason!

[2bluelynn] 13/1/2021 13:56

Moving on no volume .

[janeann] 12/1/2021 16:31

TU tomorrow perhaps - last year 20/ jan; one hell of a jump today.

[malcontent] 19/9/2020 12:37

this has gotta be one of the quietest boards on advfn....

[countryboy] 06/7/2020 09:02

Indeed it was major shareholder transfer action.
Merian reducing, Citibank buying.

[countryboy] 03/7/2020 11:14

Weird trading patterns repeating. Looks like major shareholders transferring.