Share Name Share Symbol Market Type Share ISIN Share Description
Craneware LSE:CRW London Ordinary Share GB00B2425G68 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -70.00p -2.11% 3,255.00p 3,200.00p 3,310.00p 3,325.00p 3,230.00p 3,325.00p 8,467 10:50:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 50.8 14.3 44.7 72.7 867.86

Craneware Share Discussion Threads

Showing 101 to 123 of 125 messages
Chat Pages: 5  4  3  2  1
DateSubjectAuthorDiscuss
17/9/2018
18:02
I don't think it's about "visibility". It's more likely about "invisibility" or what could become visible. These are the clues to this prospectivity (excerpted from the Finals): . Strong sales and opportunities across the product suite and across all classes of hospital providers, including for the first Trisus product: Trisus Claims Informatics . Early adopters reporting positive results for our new Craneware Healthcare Intelligence software, the next Trisus software release Neilson: "....and we are excited by the far greater opportunity that lies ahead." See more about the Trisus Enterprise Value Platform in the Final Results. Worth a double and more??? The share price is up about 57% from the pre-results base of about 2275. What we don't know is how far into the future the market will pay now for what might be a double for the future.
sogoesit
17/9/2018
14:51
I would be interested to know if any holders here can explain to me why CRW is on a FWD P/E of circa 68. Recent results showed adjusted EPS up 17% on revenue up 16%, forward revenue visibility was reported up 20% compared to last year. CRW has excellent ROE and operating margin but I can't understand how the above growth can realistically support such a high P/E. The only thing I can think of is an institution/large investor has misunderstood the total visible revenue figure reported for the next three years($193m)and has assumed it refers to revenue for the next year only which would give a huge boost to earnings.
unwize
14/9/2018
14:20
Going parabolic now which makes me a little nervous! Time to take some profits? There's a direct correlation between quiet threads on ADVFN and positive share price performance. Shushhhhhh... keep it a secret ;)
twistednik
13/9/2018
17:39
Nice thread this :-) GLA
sogoesit
06/9/2018
11:11
I’ve been a holder for over 5 years. Never expected share price to get to £30 so soon. So little followed on Advfn BB even after recent results. A great success
campbed
05/9/2018
22:30
Jim, it wasn't enough yesterday then! Today the p/e has risen to 58, so clearly quite a lot, but this is still very much a growth company, so hardly relevant IMO if Neilson's outlook statement comes good.
hew
04/9/2018
13:09
Very good results and positive outlook from the company. Still plenty of growth and clearly a great business. How much is factored into the valuation though?
jimbowen30
04/9/2018
07:24
Pretty strong Results at first glance. Not a reason for holding but a 20% lift in the divi seems to encapsulate matters. And the outlook points towards plenty more to come. Neilson: "With an ongoing, growing market opportunity, a record sales pipeline and increasing long-term revenue visibility, we enter the new financial year with great confidence for the future and the ongoing success of the business."
hew
08/8/2018
08:15
I’ve watched this for a while and took a position at just over £20. Sometimes it is worth paying for quality and i will keep topping up on any further summer weakness. Not only is this an outstanding business but its also great diversification for any Brexit related market adjustments and a dollar earner.
rimau1
03/8/2018
13:19
Forward is 33 according to N+1 at £20. Not cheap but looks reasonable to me given stability of earnings and growth profile. Looks a decent chart position too so bought a few.
alphabeta4
26/7/2018
22:42
I should add that they were at a fwd p/e of 30 and then 35 on the two occasions that I bought, compared to 45 now! I'm not selling, but I think I'd struggle to buy them now despite their quality.
isaallowance
26/7/2018
22:29
Hi teastain, That's certainly a possibility. The very high valuation is the main reason I only have a mid-sized position in these and not a high conviction position. I look at it in terms of risk x probability of risk vs. reward x probability of reward. The risk is a profit warning knocks maybe 50% off the valuation, and we still end up with a cash-generative but ex-growth (or maybe lower growth) stock. The potential reward is that it grows at 10-20% per annum whilst also throwing off a growing dividend for maybe 5 - 10 years. The upside in the reward senario is significantly greater than the downside in the risk scenario, plus I think that in this case the reward scenario is more probable than the risk scenario. I'm not convinced enough to add any more though! I bought some SGE today - that's another quality stock, but one that has issued a less positive outlook statement in the last few months that has given a much more reasonably valued entry point. BVXP is another very high quality stock that is on a more reasonable rating than CRW, I already hold an oversized position in them though.
isaallowance
26/7/2018
08:31
Hey folks. New to this forum. Prospective buyer of CRW... Financials and prospects look great, but struggling with the high valuation. Don't you think that as soon as growth stops (or a slightly less positive outlook statement is issued) these will be seen as hugely 'overvalued' and have a long way to drop?
teastain
10/7/2018
07:54
looking good!
eentweedrie
08/3/2018
20:14
You will be able to ask the key questions straight to the directors as Craneware will have a stand and be presenting at our huge Mello2018 event in Derby on 27th April and all shareholders and potential investors are welcome to attend Http://mello2018.com/index.html CRW have never attended or presented at a Mello event before and we are very pleased to welcome them so this is an ideal opportunity to meet the management and hear about their strategy. Do come and join us at this quality two day event and there will be at least 45 other companies to meet each day plus some fabulous keynote speakers.
davidosh
08/1/2018
20:53
Room for one more to squeeze in, I hope. New to me today, alerted by the positive TU. Some rapid research convinced to get some. Wish I'd done way back, but it seems there is plenty to go for with long term revenue visibility. The large rollout announced today must put them on the radar of many other hospital groups. Forgot which one, but saw some fund manager holds in their "Buffetology" fund. A nice steadying counterweight to more volatile holdings for me.
hew
08/1/2018
19:34
Yep very constructive price action. I bought last week. Never look at valuations these days - who can seriously determine what is under/over valued?! I've missed out on too many good ones in the past because people thought shares were overvalued
davr0s
08/1/2018
12:45
Yes very nice update. This is my largest position, chugging along quietly under the radar. It’s super high quality (very profitable and high growth with excellent visibility and little risk). With the recent contract wins earnings growth looks like it will accelerate in the short to medium term. I think a lot of people are (wrongly imho) put off by the valuation. If you account for the net cash and current growth trajectory it seems reasonable, with some upside potential if growth takes off.
trigger16
08/1/2018
10:22
A positive trading update today.But not too many chaps in here?
ksharlandjiev
10/11/2017
12:32
This company just continues to grow and prosper. Don't understand why there are not more followers and this board is so quiet. CRW has been one of my best performing shares for quite some time.
gorb
12/5/2017
14:38
There were some terrific announcements this week from companies we cover, including a whopping 41% dividend increase from one and 58% top line growth from another. As AIM continues its significant out-performance of the Main Market the small caps we featured recently, including Craneware,look in great shape.
investorschampion
20/9/2016
08:49
Good to see the CEO increasing their shareholding after such a rise - often they top slice: 20 September 2016 - Craneware plc (AIM: CRW.L), the market leader in Value Cycle solutions for the US healthcare market, has been informed that Keith Neilson, CEO of the Company, yesterday purchased 5,388 ordinary shares of 1 pence each in the Company ("Ordinary Shares") at a price of 1,200 pence per share. Following this transaction, Mr. Neilson's beneficial interest in Craneware has increased to 3,509,518 Ordinary Shares, representing approximately 13.1% of the Company's issued Ordinary Share capital.
alphabeta4
06/7/2016
11:59
Absolutely. Great company that keeps on delivering... I've been with it for a few years now. And it's one of the few blues on my screen today.Perhaps I should listen to my wife more when she suggests companies to back!!
le4r
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