Brady Share Discussion Threads

[rivaldo] 19/12/2014 12:09

Overhang cleared? 560,000 shares traded so far today.

[igoe104] 19/12/2014 09:01

More details.

GARMCO opts for Cloud delivery of Brady’s trading and risk management solution for metals.

[rivaldo] 19/12/2014 08:36

Another example of BRY's increasing diversity - strengthening their "soft" or agricultural commodities team...



"Brady strengthens its Commodities Team in the Americas
London - 9 December 2014

Brady plc (BRY.L), the leading global supplier of trading, risk management and settlement solutions to the metals, energy and softs sectors, is pleased to announce David Mascia has joined the company as a Senior Business Analyst in the Commodities Division based in New York.

David has extensive experience in the soft commodities industry, including the sourcing, procurement, transportation, logistics, warehousing, trading, hedging, and financing of the products. He also specialises in the interaction of those processes with information systems.

David acquired his experience in commodity trading and business information systems with the Transmar Group, headquartered in Morristown, New Jersey and a leading supply chain service provider offering semi-finished cocoa products. David was involved in supply chain optimisation, sourcing, global logistics, insurance, contract management, physical trading, risk management, position management, project management, supply chain financing, cocoa production, and business intelligence.

Gavin Lavelle, CEO of Brady, commented: "I am pleased to welcome David to join our Commodities team based in New York. We have achieved major change and significant growth in recent years and, as we expect this to continue, we need people of David’s calibre and experience in the agricultural market sector to contribute to our goals. His track record will be a tremendous asset in adding increasing value to our customers.”

David Mascia said: "Having experience in both commodity trading and information systems, it is excellent to be a part of a very driven organisation which is also the market leader in the CTRM industry. With Brady recently securing many significant new deals, I am excited to be joining Brady at this time of tremendous expansion and particularly at a time where soft commodities is receiving such traction.""

[igoe104] 18/12/2014 08:25

Yes, good to see bry enter the middle-east, could be a start of more contracts in the area.

[rivaldo] 18/12/2014 07:33

Completely agree with the above - BRY combats volatility and should therefore do well in the current environment.

Today's contract wins will help nicely:



It's good to see:

- another contract in the renewable sector
- a contract as far afield as Bahrain, showing BRY's global reach
- and a sale of the new Hedge Manager solution

[hastings] 17/12/2014 11:02

Agreed bookbroker on product being more in demand with volatility, as confirmed by company in the past. Perhaps people wrongly feel it is the other way round !
Maybe currency is an issue too, or perhaps just mkt sentiment in general.

[bookbroker] 17/12/2014 10:05

Surprised this is down as essentially they provide risk management software for commodities, one would assume that their products more in demand rather than less, only thing I can think of for falls is currency issue!

[igoe104] 17/12/2014 09:54

Maybe it could be a good time to start buying a few shares back unless they have some short term acquisition plans, at this depressed level at least it would gain the share some attention even if its only 100k worth.

The momentum of this share needs to be changed sooner rather than later.

[techno20] 16/12/2014 17:11

Good advice johnv,

I've not seen anything that changes my view that Brady is performing extremely well.

The comment below from the message above helps reinforce this...

“We are currently seeing pronounced interest in our cloud-based solutions across all asset classes"

[johnv] 16/12/2014 16:45

Like I have said in the past elsewhere. The Editor of techinvest summed it up well "90% of the time share prices drift downwards or do not do anything at all and your gains happen in that other 10%, unfortunately you have to be in the 90% to get the rise" Hang on in there.

[igoe104] 16/12/2014 15:15

Frustrating share price decline continues the company has at least 8 million in the bank now and no debt, and there is a substantial pipeline of business.

p/e 11.6 for 2015.

Its a bit of a mystery why this is being sold down ?

[rivaldo] 02/12/2014 10:03

News from BRY:



"Tuesday, 02 December 2014 07:00
Brady Energy: Smart logistics for continuous intraday trading

London, 2nd December, 2014. As pioneers in the energy sector, Brady Energy offers an IT solution that enables fast, accurate and straightforward intraday operations across European markets.

The growth of renewable energy sources in Europe has simultaneously increased volatility, risk and trading opportunities. Participants who wish to take advantage of this situation, need efficient and flexible tools working close to real time.

Brady Energy has long been helping customers seize opportunities in volatile and diverse energy markets. Brady Energy’s automated cloud or on-premise solutions for handling complex market-specific standards, protocols and formats offer efficient trading support, real-time balancing and scheduling across Europe. Brady Energy’s compact and state-of-the-art systems simplify the details of intraday trading operations and remove headaches often associated with these processes. Built in flexibility will enable participants to adapt and react quickly to changing market conditions.

With Brady Energy’s approach to trading operations, including balancing and scheduling, participants can actively manage physical delivery right up to gate closure.

Users love it, trading partners love it and your IT department will love it as well!

To find out more about “Smart logistics for continuous intraday trading”, visit the Brady Energy booth 440 in Hall 3 at E-world energy & water, February 10-12, 2015 in Essen, Germany or contact us at [e-mail]."

[igoe104] 25/11/2014 14:14

Brady mentioned as one of the fastest growing AIM company write-up, says everything really.




AIM's fastest growing companies




Brady (BRY) will ramp up adjusted pre-tax profit by 96% to £4.9 million, if Panmure Gordon has got its sums right. It’s 16% and 14% in subsequent years.

[igoe104] 13/11/2014 17:07

Just seems someone is watching the trades and any buys are meet with someone/fund selling.

hopefully this pattern will change sooner or later.

[rivaldo] 13/11/2014 08:22

Good to see the share price slowly ticking back up again - nice write ups GHF and hastings, exactly the points which attracted me here too.

Hastings, shame you couldn't make Mello, it was excellent - sorry to hear you've had bad news and hope things improve for you from here.

[hastings] 09/11/2014 12:59

Hi GHF, I had hoped to be at Mello but without going into too much detail a bad year got worse a few weeks back and hit another low on Friday.
We will be glad to see the back of the year of the horse, the fences have become ever higher and just about had enough kicks to last a lifetime.

[glasshalfull] 09/11/2014 12:29

Hi Hastings,

I'd hoped to see you at Mello 2014.

Agree with your synopsis of BRY. I've been picking up stock, some as low as 71p over the last 3/4 weeks & impressed at the momentum building in the company as your write-up mentions.

Other positives for me in addition to your write-up include:-

* Strength of the balance sheet which includes £6m net cash & is forecast to increase to £8.3m at 31/12/14.
* High Recurring revenues - 51% of total sales in H1 & providing 98% visibility for FY 2014
* Growing market - CTRM market growing c. 5% per annum with BRY well poised to pick up further contracts & the move to cloud solutions.
* Margin Improvement - Recovery in margin from 7% last year to that forecasted in 2014 of 14.4%. This is estimated to increase further in 2015.

Anyway, enough for now. Thanks for your write-up Hastings.

Regards,
GHF

[hastings] 09/11/2014 11:52

A few more thoughtshttp://www.privatepunter.co.uk/Companies/brady-9-november-2014

[bookbroker] 04/11/2014 12:20

It's starting, but talk about a slow grind back to historic highs, like to see a good punch higher during the daytime trade, and not some gap on pre/post market news, fed up with gap and back-filling!

[igoe104] 04/11/2014 09:38

This looks like it`s ready to move back up, you can now sell above the mid-price now.

[aishah] 03/11/2014 15:19

Techinvest thinks there's strong new business momentum. Keep buying is their view.

[igoe104] 03/11/2014 14:52

Thanks for that rivaldo very interesting read. surely it won`t be long before investor`s wake up to this fast growing company.

[rivaldo] 03/11/2014 07:34

Nice summary of a BRY conference:



"ABC’s – Amsterdam, Brady PLC and the Cloud

Last week I attended Brady PLC’s CAB in Amsterdam. It was extremely well attended and very well organized event that I am sure that Brady’s customers enjoyed and found valuable. For me, it was an opportunity to learn a lot more about Brady’s strategy, products and customers.

The conference opened with Brady CEO, Gavin Lavelle, presenting an overview and update on the company. Brady has just released its interim results and so these were the major theme of his address. Eleven new clients were signed in the first half of the year with more than a third of them being located outside of Europe. Seven of those were Brady Energy and three were on the recycling side. The half-year financials were also good with revenues up 5% (14% on a constant currency level basis) to 15.6m GBP and EBITDA margin up to 20%. The company has over 6m GBP in cash and no debt. Mr. Lavelle also went through the companies focus in terms of energy, commodities and recycling. Of particular note perhaps is that recycling is a $500bn industry annually with lots of potential for Brady.

Next came a presentation by Mr. Andrew Williams of Baringa on the regulatory environment in energy and commodities with an emphasis on MiFiD2. Mr. Jon Hobbs, Group CTO of Brady then provided an update on the technology roadmap. To me, this was an important presentation as Brady has acquired a number of products and integration is always a concern. In essence, Brady uses an SOA architecture to provide that integration and is building out a comprehensive set of services in the cloud as it adds common functionality across the products.

Mr. Hobbs presented Brady’s cloud strategy, which is already very advanced and demonstrated various new services that have or are about to be made available. On the energy side, the Elviz product is already available in the cloud, EDIS and EBIS are being deployed and the new Regulatory Reporting for EMIR functionality is a new service too. The cloud is important to Brady both in terms of its revenue model where the company is focusing on repeatable revenues and to its product strategy where it expects to bring to market new services on a cost effective and rapid basis.

For the remainder of the conference, I attended the Brady Commodities stream to catch up with what was going on and planned by the company there. I also gave my own presentation to the Commodities breakout group on the five big issues in commodity management.

It was a well-spent couple of days and I thank Brady PLC for inviting me."

[rivaldo] 29/10/2014 12:43

BRY have announced a high-profile recruit, but most interesting are her comments about recent "significant" new deals and BRY being the "clear market leader":



"Friday, 17 October 2014 13:51
Brady strengthens its Commodities Team

17th October 2014 London: Brady plc (BRY.L), the leading global supplier of trading, risk management and settlement solutions to the metals, energy and softs sectors, is pleased to announce Claire Rosser has joined the company as a Business Analyst in the Commodities Division with immediate effect.

Claire has been involved in the Commodities Markets (specialising in Metals) for more than 13 years, primarily focussed on the operational side of Investment Banking. She is an end to end life cycle SME across both Base and Precious Metals and has provided coverage within technology, project management and compliance in addition to her multiple operational roles. With a proven track record of delivery across both ‘Run the Bank’ and ‘Change the Bank’ functions within the Commodities arena, Claire will bring this expertise and market knowledge to Brady.

Gavin Lavelle, CEO of Brady, commented: "I am delighted to welcome Claire to join our Commodities team based in London and Cambridge. We have achieved major change and significant growth in recent years and, as we expect this to continue, we need people of Claire’s experience in our market sector to contribute to our goals. Her track record will be a tremendous asset in servicing our clients.”

Claire Rosser said: "There is a clear sense of drive within the company to be the leading global provider in the commodity and energy sectors. Brady is the clear market leader in the metals space and having secured some significant new deals in the space recently, I am excited to be joining Brady at this time, which is a challenge for me and I am keen to bring my experience and skills to bear on the tasks ahead as the company continues its strategy of expansion and growth.""