Computerland Uk Share Discussion Threads

[guru] 28/6/2003 00:43

Up and down like a yo yo - was that a bit of a shake? Did not last long and we are up and away again :-)

[guru] 27/6/2003 17:49

Quite a decent rise today - maybe more on Monday.

[guru] 27/6/2003 11:18

i'm holding as well! Nice tick up today. I hope there is some positive comment over the weeekend press. This is a great company and doing very well. Regards

[overzeal] 27/6/2003 09:13

i'm still holding

[thedudie] 27/6/2003 09:10

i'm still holding after excellent results ---
these will continue to rise imho

excellent company & management
Its tightly held / illiquid so be good to see a w/e tip ----

TD

[itmak] 26/6/2003 23:13

THE SHARE PRICE IS AT A CRITICAL CROSS ROADS IT NEEDS TO BREAK 155P OTHERWISE IT COULD FALL BACK TO 100P.

FUNDAMENTALS ARE GOOD THOUGH

[guru] 26/6/2003 15:51

Yes - bit surprising its static. I think the stock is a well hidden secret with not many retail investors. Explains the lack of posts and not much trading activity. It does mean the stock is fairly stable. Maybe there will be some press comment tomorrow and that may spark some interest. Results are bloody good I must say and I am very happy. DYOR

[droogy] 26/6/2003 15:37

And still static.

[wjccghcc] 26/6/2003 09:56

Not much to say really. Good performance, good management. Happy to hold.

[guru] 26/6/2003 09:42

Excellent set up results:

* Turnover up 46% to #54.8m (2002: #37.6 m)

* Pre-tax profits up 147% to #1.51m (2002: #0.61m)

* EPS up 123% to 10.5p (2002: 4.7p)

* Total dividend up 50% to 3.3p (2002: 2.2p)

* Positive cash flow delivers #6.5m of net cash at period end (2002: #4m)

* Long term contracted revenues up 25% to #10m - visible & predictable
income

Market Cap of £14m of which £6.5m is Net Cash.

Surprised by the lack of interest in this great stock.

[guru] 25/6/2003 13:47

Results tomorrow and hardly any discussions and a small encouraging tick up.

[thedudie] 25/6/2003 08:45

nice move this am but much more to come imho
td

[guru] 24/6/2003 00:57

A bit quiet here - think I am talking to myself. A few late trades from this morning coming in hence the tick up.

[droogy] 23/6/2003 23:28

They seem to go sideways for long periods, and some times the spreads are a bit silly. IMHO

[guru] 23/6/2003 23:24

LOL - I wish I did.

Any thoughts about Thursday? I am quite bullish - their 6months were excellent (see TD's note) and they have issued further statements that they are set for strong growth. I mean how more bullish can a Company get? I must say I am surprised the shares are not ticking up in expectation?

[droogy] 23/6/2003 23:18

You know her as well? LOL

[guru] 23/6/2003 23:15

Well thats 3 of us then! TD, You and me!

[droogy] 23/6/2003 23:04

I have some of these bought them last year, so well up. Know a bird who has a connection with the company. Still a bit more left in them.

[guru] 23/6/2003 23:02

Good summary TD.

Anyone else into these? Any thoughts about Thursday? Seems very quiet here. I suppose this share must be a bit boring compared to the likes of IBNET!

[thedudie] 23/6/2003 13:13

i'm here and holding

they have had about a 25-30% half on half increase in revenues over the last 18months or so
In the first half they achieved 738K pre tax on 26.7M revenues

If the company gets even close to its previous growth in revenues (say increases to 29million) there must be room for profits of around 1 million from the second half.

This would smash the 1.4million expectation on revs of 50million

Company has already stated met expects
and 'Continued strong growth in contracted service revenues'
and 'Net cash increased £1.1 million to £5.1 million' ---- at the half year, i would expect this to be nearer 6million at the year end.
Also visibility must be improving with 'Contracted
revenues have grown strongly and we are confident that this growth will continue
in the second half with new multi-year contracts expected to start in first
quarter of calendar 2003.'

DYOR
td

[guru] 23/6/2003 11:21

Results out this thursday - 26th June. Should be good with trading 20% ahead of budget. Over 1/3 of the current market cap is Net Cash (£5.1m).

[thedudie] 19/6/2003 08:14

Rise noted in the express this morning ...says "...on speculation that trading in the past six weeks was nearly 20% ahead of budget"

TD

[cockneyrebel] 18/6/2003 22:39

I'm here still and very happy too - more to come yet imo.

CR

[bibs] 18/6/2003 15:03

No you are not talking to yourself and I , as one, broadly agree. Good prospects and a strong stock!!