Aveva Share Discussion Threads

[johnrxx99] 01/2/2006 15:36

Very unusual. Someone taking a big position perhaps?

[wjccghcc] 01/2/2006 15:27

Large buys going through now at 1110p.

[wjccghcc] 01/2/2006 13:06

Definitely. Looks like we're about to make an assault on the 11 quid level in the next few days.

[johnrxx99] 01/2/2006 12:21

WJC - I suspect you're not the only one to think that. IMO over current estimates could be on the card.

[wjccghcc] 01/2/2006 11:02

Yup you're right. Bid and offer have been moving up. I must admit I'm looking forward to the full year results here - oil/gas, power generation and marine are certainly the three sectors you want 90% of your business to be involved in at the moment!

[johnrxx99] 01/2/2006 09:56

Has today though.

[wjccghcc] 31/1/2006 19:21

I think the price hasn't really shifted today - its more volatility in the SETSMM spreads IMHO.

[wjccghcc] 31/1/2006 08:24

Detica, that was it. Thanks. If you like niche software leaders in their field, then you might want to look at IGP as well.

[shuisky] 30/1/2006 19:38

I previously posted a link to the list that I think you are referring to. The other company on the list was Detica. Delcam & Flomerics are niche but leaders in their field. I like SDL too, and am trying to gain an entry point.

[wjccghcc] 30/1/2006 15:19

Of those, I'd say only Autonomy qualifies. Delcam and Flomerics are really in very small niches and I'm sure there's larger companies who overlap with them. SDL is probably another leader now they bought Trados.

There was a 100 top software companies listing in the US and only two UK were listed - one was AVV, can't remember the other.

[shuisky] 30/1/2006 14:08

Who are the others? I'll throw in Autonomy, Delcam and Flomerics into the hat.

[wjccghcc] 27/1/2006 11:59

165k buy at 1012.5 pushes this through 10 quid for a breakout. Surprised not many other people on here. This is probably one of only two or three UK software companies that are global leaders in their field.

[wjccghcc] 24/1/2006 15:27

Having a stab at breaching the 10 quid barrier. With all the strength in the oil services sector these have got a bit left behind recently.

[Abuse team] 19/1/2006 12:24

Post removed by ADVFN

[wjccghcc] 19/1/2006 12:23

Having said that SETSMM does throw up the occasional opportunity. I've been able to buy at 925p a few times in the last couple of months, though the offer only stays there for 5 mins before bouncing back up to 950p again.

[sharw] 19/1/2006 12:13

I agree - SETSMM has not been good for such a lightly traded share. When it was just MMs the maximum spread was 15p. This year so far end of day spreads have been:

31, 4, 26.5, 19.5, 31, 22, 36, 30, 24.5, 29.5, 34 and 11.5

I have given up using mid prices and record bid and offer prices to get a better feel of things.

Long term this one has excellent prospects, IMHO, but tends to drift between announcements. We are in such a period now and unless there is any special action will not hear anything until the end-of-period trading update. Last year that was April 13th.

[wjccghcc] 19/1/2006 11:29

Nah, I think it's just SETSMM volatility on the spread. Having said that, all indicators are that their core markets oil&gas, power and shipping are moving ahead strongly. Good operational leverage will make these look very cheap at the time of the finals IMHO.

[sheik yerbouti] 19/1/2006 10:42

Very quiet on here. Bid up nicely at last today, looks like a breakout could be materialising.

[shuisky] 12/12/2005 16:13

It's only one of two UK co's that make the 'Red Herring small cap 100' list...

[johnrxx99] 06/12/2005 21:20

A bit old news but shows how this company is well regarded in US:

[wjccghcc] 16/11/2005 11:57

Yup, it's the wonderful SETS system. See those AT trades for 300-500 shares. Total volume of 8000 and the share price of a 200mm company falls 6%. Still, shouldn't complain, it allowed me to buy more prior to the results at 820p which was nice. Will also add if gets below 9 quid.

Oh, and if anyone from the company reads this - 4 for 1 SHARE SPLIT please. That would stop things like this happening.

[tday] 16/11/2005 11:33

Pull back today. Much more and I'll buy back the shares I sold first thing this morning. Sometimes the MM's can be too clever.

[m.t.glass] 11/11/2005 16:12

This from tenlinks.com and also technical journals in the past two days:

CAMBRIDGE, UK, November 11, 2005 - AVEVA (LSE: AVV), a leading provider of solutions and services to the process, power and marine industries, today announced the launch of its Pipe Stress Interface, a tool that provides bi-directional data exchange between its Plant Design Management System (PDMS) and piping flexibility and stress analysis tools, such as CAESAR II. The product will be available in March 2006.

Users will be able to integrate piping designs between PDMS and stress analysis tools seamlessly, without the need to re-input data, helping to cut down on time and costs in this otherwise lengthy and expensive process. The new product replaces STRESSC, which only offered a one-way interface and text functionality.

The Pipe Stress Interface will be an interactive and intuitive application that allows users to create a pipe stress system from existing pipe routes within the PDMS database. The product will also have the ability to modify the order in which the stress system will be processed, choose the default flow direction and be able to configure the software for node increments, support positions, restriction of components to be transferred, and allowable end conditions.

As well as CAESAR II, plans are in progress to integrate other leading stress analysis formats through the interface. Richard Longdon, CEO of AVEVA, commented: "This interface has been designed to be the next step in piping stress analysis tools. Its compatibility with a variety of formats and its two-way interface provide the level of integration and workflow support that this discipline demands."

[wjccghcc] 11/11/2005 13:15

There might be a short-term effect but I doubt it'll last and it's certainly not worth trying to trade it IMHO. I ceased blindly following director buy/sales a while ago - they can happen for so many reasons. In this case, the CEO is taking some well-earned renumeration. I suspect the company broker has suggested now is a good time to sell since they have such strong demand. He's kept two thirds of his stake and he has that much outstanding in options still to vest as well.

The bid actually went up after the announcement as well.