Bus.Sys.Grp Share Discussion Threads

[yump] 28/1/2005 18:50

Perhaps eyes will start to look this way with the upbeat reports of this year's advertising trend appearing in quite a few news articles and research.

[cockneyrebel] 28/1/2005 17:13

yes, another little tick up.

CR

[yump] 28/1/2005 17:01

This is starting to look quite promising.
Can't think of anything else to say - will come back when it jumps 50%.

[cambium] 27/1/2005 10:27

still quiet on here

[liarspoker] 20/1/2005 20:46

just remember that AF is the main driving engine.

Upcoming results will be divisionalised so we'll see how the E-commerce sector is faring ( none to good I think ).

Great news about that note on Wall Street...who would have thought !!! I'll be watching at 2 tomorrow defo !!

[cockneyrebel] 20/1/2005 20:40

about 8p, added another 20K today.

Just a play - I haven't done enough research to throw my wallet on it :-0

CR

[liarspoker] 20/1/2005 20:25

Good man - when did you buy in ??

Lots of research in that one - phew.

[cockneyrebel] 20/1/2005 18:32

I'm holding IBG !

:-)

CR

[liarspoker] 20/1/2005 18:20

CR - have a look at IBG. A note as been released on Wall Street alerting investors to invest in IBG rather then the traditional Tech shares - E-bay, Google, Amazon etc.

As always DYOR etc etc 8-)

[cockneyrebel] 20/1/2005 12:52

Up again today and no trades showing - must be a buy order in here trying to be filled but they don't seem to be finding seller.

CR

[wjccghcc] 17/1/2005 09:48

True CR. I've been in and out of these over the last couple of years and they are moving in the right direction. The cash makes them cheap. Just not sure long-term what their raison d'etre is. Plus they're now on AIM where there are better opportunities (many of which you've highlighted!!).

[cockneyrebel] 17/1/2005 09:43

Well there's something going on cos we have a good breakout this morning on no trades showing.

Recen contract news was interesting tho WJCCGHCC. Think there might be nore coming myself.

CR

[wjccghcc] 13/1/2005 16:43

Um not quite CR. EPS was 0.45p in H1 but half of that was interest (which you can't count if you strip out the cash) and the other half was a non-recurring R&D tax credit. In fact their earnings in H1 were 31k, or just about zilch. Having said that, they're moving in the right direction. Unfortunately they've moved down to AIM which is a pain cos I'm looking for more PEP and ISA stuff.

[cambium] 13/1/2005 13:39

I certainly hope so

[cockneyrebel] 13/1/2005 13:16

Hey, looks like we are going to see a bout of action!

moving up nice two days running and level II looking red hot.

Market cap £13.7m yet this has £8m cash.

Market cap stripping out the cash = £5.4m, annual sales of around £24m.

Nearly 0.5p eps in H1 - PE must be about 5 if you strip out the cash. Good new deal reacently worth £2.2m with Trowser and Hamlins.

A one bagger here quite likely on full year results imo.

CR

[liarspoker] 24/12/2004 22:49

Still not much IBG stock on the MM books.

They recently changed brokers presumably in hope of getting better coverage as Altium doesn't serve the purpose that IBG require.

Finally the price is dropping a bit ( probably due to MM's rather than sells ) but this may provide a further buying opportunity. Options were exercised today and should be in the free float early Jan, although it's only +- 250K.

Still looks a better bet than BSG although Market Cap is less than Stg 5 million and the shares are currently largely illiquid due to the buying after the Cornell lift ( read thread etc ).

Not ramping just stating - BSG could rise sky high too it's just that I have researched IBG up, down, left and right as well as over, under and around and I know what's happening. AffialiteFuture going global ( also ASOS through AffiliateFuture ), etc etc

Maybe another option for you tech guys ( and gals ).......

Enjoy the week-end. 8-)

[cockneyrebel] 23/12/2004 19:08

I didn't bother posting Tony, was busy elsewhere.

Amounts to about 10% of their turnover, which is nice. Always hard to tell if this sort of thing is already in the price as they are expected to win contracts but it's a nice one anyway.

Quiet days don't help either.

CR

[tony14] 23/12/2004 17:53

Business Systems Group Hldgs PLC
23 December 2004


Business Systems Group Holdings plc

Contract win

Business Systems Group Holdings plc, an integrated technology practice offering
business solutions across the entire technology lifecycle, is pleased to
announce that its wholly owned subsidiary, Business Systems Group Ltd (BSG),
today signed a £2.18m contract to provide an integrated technology system to
Trowers & Hamlins, a leading City & International law firm.

The project, which involves the design, deployment and support of an upgraded IT
solution throughout the law firm's offices in the UK and Middle East, will
commence in January, with planned completion due within the calendar year.

Nick Gerard, CEO said: 'We are delighted to have the opportunity to demonstrate
the breadth of BSG's skill base across this project, which will deploy the
latest technologies on a global basis for this successful legal practice.'

For further information:

BSG Tel: [phone]
Nick Gerard, Group Chief Executive
James Wheaton, Group Finance Director



This information is provided by RNS
The company news service from the London Stock Exchange

[cockneyrebel] 15/12/2004 15:36

Bit of profit taking I guess.

CR

[mykai] 15/12/2004 15:11

any ideas on the tick down today C R

[cockneyrebel] 23/11/2004 11:33

Still look a decent buy at a decent price to me.

Don't think I'd buy at this level now tho, don't think I'd sell at it either tho.

Nice little run.

TOU looks the the place to me - lots of cash like BSG but earnings capabilities look miles higher - 3.4p the year after next - PE for 2006 = 3.5! A PE of of just 10 in a year's time would have the share at 34p. Grow the price from here to then and you get about 10% price appreciation per month over the next year. Worth a look imo.

Good little run in BSG - a bit more to come yet I'd say.

CR

[yump] 23/11/2004 10:46

As long as they are careful in the way they integrate acquisitions, I'd be quite pleased to see them using the cash for another. Mainly because with the market still a bit static, there must be a few businesses around that can be bought at reasonable prices, using overhead reduction in the short term to at least contribute a small amount to earnings and in the longer term waiting for the market to turn up a bit. Some sectors of the market might also be in growth and yet valued as a group with the others as if they were static.

[johnnyad] 23/11/2004 10:35

I think these extracts may have some bearing on the improvements to come on full years figures, particularly considering the decline in hardware sales recently,

"For the six months under review, the Group improved its performance in
all businesses compared to the same period in the prior year."

"In addition, despite the market showing little sign of improvement, the Group's
concerted effort to reverse the recent decline in the hardware business has
succeeded."

With possibly 1p eps for full year and cash growing above £8M, no debt, a pe in the 20's wouldn't be unreasonable, therefore 22-25p doesn't sound unreasonable by full yr. AIMHO, DYOR.

What do you say CR

J