Craneware Share Discussion Threads

[teastain] 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?

[eentweedrie] 10/7/2018 07:54

looking good!

[davidosh] 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

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.

[hew] 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.

[davr0s] 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

[trigger16] 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.

[ksharlandjiev] 08/1/2018 10:22

A positive trading update today.But not too many chaps in here?

[gorb] 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.

[alphabeta4] 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.

[le4r] 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!!

[ben12358] 10/3/2016 16:43

Agreed.Looking at it another way, and ignoring who pays for what, the people in the know (the insiders) believe that share options issued at today's prices are motivatonal...this seems to be a positive indicator of the future share price?

[buffythebuffoon] 10/3/2016 11:32

For sure nowhere near unreasonable given the options are at the present price.

In reverse order of acceptability:

1) Free options vesting now
2) Free options vesting soon with easy performance hurdles
3) Free options vesting further out with easy performance hurdles
4) Free options with challenging performance hurdles
5) Cheap options at a later date with easy performance hurdles
6) Cheap options at a later date with challenging performance hurdles
7) You're paid for doing the job. Get on with it. If you want shares, buy them yourself. If you won't, why should we?

Buffy

[ben12358] 10/3/2016 07:13

Yeah you are right, B, so I deleted my earlier post.

I don't see them as excessive, they are reasonably long term and not discounted to current market price. Maybe there will be disclosure of the the performance criteria in the annual accounts.

[buffythebuffoon] 10/3/2016 02:03

Ben,

I'm not sure why you would think that if you read the RNS.

Buffy

[buffythebuffoon] 09/3/2016 15:21

That's correct Ben, and I agree with you. However, I really don't think options criteria should be secretive. I won't buy the excuse that it's commercially sensitive information.

Buffy

[ben12358] 09/3/2016 08:50

I don't have a problem with share options when the beneficiary pays the current share price at some point in the future?? It worries me when they are free shares., but that isn't the case here, I think...

[buffythebuffoon] 09/3/2016 07:56

More options subject to unspecified performance criteria.

Maybe they just have to stay alive?

Buffy

[cnx] 15/1/2016 15:02

Your views here please

CRW reports in sterling but most income I believe is in dollars
does this inflate the sterling income reported as a result of the sterling drop,
8% to 10%?

[le4r] 16/11/2015 13:48

Can you post nw99? Thanks

[nw99] 09/11/2015 08:07

Nice new buy Rec from Sharewatch over the weekend