Craneware Share Discussion Threads

[greensiax] 28/6/2019 13:07

Looking at the buy vs. sell volume in Trades, it looks like a lot of people agree that this reaction to the RNS represents a buying opportunity.

[deuchar] 28/6/2019 12:19

complete overreaction

[melody9999] 28/6/2019 08:49

Think so Nimbo

As a result, revenue growth for the 12 month period over the prior year is expected to be approximately 6% and adjusted EBITDA growth approximately 10%.

Meanwhile at the half year:
Revenue increased 15% to $35.8m (H1 2018: $31.1m)
Adjusted EBITDA1 increased 20% to $11.6m (H1 2018: $9.7m)

So H2 is basically flat. Meanwhile the RNS confirms "We have a significant and growing pipeline, which we are focused on converting."

So this looks like a bump in the road. I've added today

[nimbo1] 28/6/2019 07:59

profits warning? Not normally great on the highest rated stocks. Wonder if this will provide an opportunity to buy.

[sogoesit] 18/6/2019 10:15

Thanks for the list Far Ting.
I sometimes look at fund managers to get stock ideas. Glad I didn't get swayed by Woodford (albeit I have Burford).
Dodged a bullet there.

CRW currently at top of upward trend channel with CAGR of 65%.

[sigod] 17/6/2019 21:56

This one really seems to be going places at the moment. Will be topping up tomorrow

[thefartingcommie] 07/6/2019 12:24

fyi...Woodford EIF...

crw not listed here...(not much of equal quality!)

....maybe this list should be viewed with incredulity..


Name Industry % (weight)
1 Barratt Developments Consumer Goods 7.53
2 Burford Capital Financials 5.78
3 Taylor Wimpey Consumer Goods 5.37
4 Provident Financial Financials 4.81
5 Theravance Biopharma Health Care 4.71
6 Benevolent AI Technology 4.47
7 IP Group Financials 3.30
8 Countryside Properties Consumer Goods 3.13
9 Autolus Health Care 3.13
10 Oxford Nanopore Health Care 2.57
11 Imperial Brands Consumer Goods 2.36
12 Raven Property Convertible Pref 6.5% Financials 2.18
13 Stobart Industrials 2.14
14 BCA Marketplace Industrials 2.10
15 NewRiver REIT Financials 1.91
16 Purplebricks Financials 1.87
17 Honeycomb Investment Trust Financials 1.83
18 Eddie Stobart Logistics Industrials 1.72
19 Crest Nicholson Consumer Goods 1.72
20 Redde Financials 1.69
21 Industrial Heat Industrials 1.67
22 Oakley Capital Financials 1.59
23 Woodford Patient Capital Financials 1.56
24 Viamet Health Care 1.48
25 Prothena Health Care 1.46
26 Proton Partners International Health Care 1.46
27 Kier Industrials 1.42
28 Paypoint Industrials 1.26
29 Malin Financials 0.97
30 Arix Biosciences Financials 0.96
31 Sensyne Health Health Care 0.95
32 Immunocore A Health Care 0.93
33 Eurocell Industrials 0.87
34 Idex Technology 0.84
35 Watkin Jones Consumer Goods 0.81
36 Crystal Amber Fund Financials 0.77
37 Industrial Heat A1 Pref Industrials 0.73
38 Allied Minds Financials 0.71
39 Amigo Financials 0.71
40 Cequr Health Care 0.71
41 Benchmark Health Care 0.67
42 AA Industrials 0.66
43 Non-Standard Finance Financials 0.64
44 Card Factory Consumer Services 0.62
45 Evofem Biosciences Health Care 0.61
46 Raven Property Financials 0.60
47 Sabina Estates Pref 1 Financials 0.59
48 Sabina Estates Pref 4 Financials 0.59
49 Nucana Health Care 0.56
50 Horizon Discovery Health Care 0.56
51 Circassia Health Care 0.55
52 Time Out Consumer Services 0.51
53 Mercia Technologies Financials 0.50
54 Mereo Biopharma Health Care 0.50
55 Verseon Health Care 0.45
56 ReNeuron Health Care 0.44
57 Mafic Industrials 0.42
58 4D Pharma Health Care 0.39
59 AMO Pharma Health Care 0.38
60 Oxford Sciences Innovation Financials 0.34
61 Atom Bank Financials 0.33
62 Tissue Regenix Health Care 0.32
63 Ombu pref 1 Financials 0.30
64 Accelerated Digital Ventures A1 Financials 0.29
65 Kymab B Pref Health Care 0.21
66 RM2 International Industrials 0.20
67 Cambridge Innovation Capital Telecommunications 0.20
68 Sabina Estates Financials 0.20
69 Sabina Estates Pref 2 Financials 0.20
70 Sabina Estates Pref 3 Financials 0.20
71 Ombu Pref 8 Financials 0.17
72 Ombu Pref 9 Financials 0.17
73 Nexeon Industrials 0.17
74 Industrial Heat Industrials 0.16
75 Midatech Pharma Health Care 0.15
76 Ombu pref 2 Financials 0.13
77 Thin Film Electronics Industrials 0.11
78 Sabina Estates Pref 5 Financials 0.10
79 Mafic B Industrials 0.10
80 Verseon Health Care 0.10
81 Xeros Industrials 0.10
82 Viamet E Health Care 0.10
83 Immunocore Health Care 0.10
84 Northwest Biotherapeutics Health Care 0.10
85 Hvivo Health Care 0.09
86 Eve Sleep Consumer Goods 0.07
87 Kymab C Pref Health Care 0.07
88 Synairgen Health Care 0.07
89 Silence Therapeutics Health Care 0.07
90 Itaconix Basic Materials 0.06
91 Ombu pref 4 Financials 0.06
92 Brave Bison Technology 0.05
93 Safe Harbour Financials 0.05
94 Origin Health Care 0.05
95 Novabiotics Health Care 0.04
96 Metalysis Industrials 0.04
97 Industrial Heat Industrials 0.04
98 Netscientific Health Care 0.03
99 Nexeon Industrials 0.03
100 e-Therapeutics Health Care 0.03
101 Origin Pref Health Care 0.01
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[jonut] 07/6/2019 12:07

Looks as if Woodford may be a seller here, healthcare being a good chunk of the WEFund. I'm a buyer when the dust settles. GLA

[sogoesit] 28/5/2019 10:13

Added here...

[thefartingcommie] 17/5/2019 13:53

....on the move..

[rimau1] 05/4/2019 15:25

Nice recovery, hope everyone topped up as this can move fast. I wonder if there is contract news pending or just as likely benefiting from US related macro news and dollar recovery?

[capitalist] 06/3/2019 10:00

I have signed the petition.

[hew] 05/3/2019 11:07

volsung, perhaps slim attractive ladies naked short too - hope this helps.......

[volsung] 05/3/2019 10:38

I have a vision of a fat shorter sitting with his kit off in front of a screen. I can't make it go away

[thefartingcommie] 05/3/2019 09:27

Craneware PLC CRW Peel Hunt Buy 2,465.00 2,660.00 2,800.00 3,505.00 Reiterates

[discodave4] 05/3/2019 09:03

Morning Sogoesit.I'm tight though, hate paying top dollar, will wait patiently! (and probably end up regretting it haha).Are you in here? (guess you are).DD

[sogoesit] 05/3/2019 08:55

The new platform(s) and products still down the road so time left to accumulate here imv.

The easiest way to deal with any temptation is.... to yield to it ;-)!

[discodave4] 05/3/2019 08:29

Still at the top end of its historical PE rating though, circa 48.That said I'm tempted!.

[rimau1] 05/3/2019 07:53

3 year pipeline of $196m vs a trading update view of $190m, that means retention rates must be higher + the launch of Trisus. The highlight for me was the quote regarding of 600 hospitals attending the summit 50% are looking to transfer to Trisus. That is incredible.

[discodave4] 04/3/2019 20:18

Thanks, was being lazy!