Atlantic Lithium Share Discussion Threads

[jakleeds] 10/6/2010 11:04

Yes absolutely fantastic.

[robward] 10/6/2010 08:06

Morning All
Another excellent quarter for Allocate.

Regards

Rob

[andy] 03/6/2010 11:14

Proactive have updated their analysis.

[bostonborn] 03/6/2010 07:23

Brilliant contract win announced this morning; and this time some published value to the contract; I would expect the share price to move up considerably this morning, if any body notices the news, which is probably unlikely, as the company remains generally under the radar.

[gregmorg] 13/5/2010 12:08

Many thanks for the steer to the site. A nice confident presentation by the looks of it and that usually sends an investor message. Nothing inside came out but in this modern world that isn't allowed.Body language usually does that! Last slide re Edisons's share price view (ie 100p) may well be right (that would be reassuring!) but how independant actually is Edison. Not that it matters- as proof will be in the company's trading performance, as always.

[ceohunter] 12/5/2010 14:27

To view Allocate Software's presentation from last night's Proactive Investors One2one Forum, please click on the following link:

[ceohunter] 10/5/2010 11:02

The directors of Allocate Software (AIM: ALL), Lo-Q (AIM: LOQ) and ImmuPharma PLC (AIM: IMM) will be presenting tomorrow (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.

[robward] 07/5/2010 14:03

Another excellent well structured acquisition. A Company with turnover growth of 40% in a fast growing sector acquired for a p/e of under 8 based on profit of 0.5m for Y/E March 2010 and on a price of £3.3m for the business net of cash. However, I love how the further £4m is structured...basically it is a massive incentive for the Founder and Managing Directors to stay on until until March 2013, whilst in effect doubling the size of the business, in order for them to collect the extra £4 million. Bearing in mind that Allocate have stated their intention to achieve 20% net margins then on turnover of £6.4 million this would bring in £1.28m profit and hense the buyout p/e would fall to approx 6. Well Done the Board...they have my complete confidence.

Regards

Rob Ward

[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.