Dicom Share Discussion Threads

[mac] 07/2/2006 17:38

They are a good business, so great to see them on song again.

[aquilla] 07/2/2006 07:35

Results don't seem too bad. Profits down because of the weak ist quarter but the 2nd quarter was a big improvement and prospects look good:

"We continue to believe that the expansion into the Business Process Automation
market provides excellent opportunities for additional growth. Based on the
strong Q2 performance, together with the growing sales pipeline, we expect
adjusted operating profits for the full year to show an increase compared to
last year."

[jeffian] 06/2/2006 10:55

The market appears almost to have forgiven DCM for its warning & Q1 performance (which is a pity as I wimped out on the warning!), so tomorrow will be interesting. Was Q1 a 'glitch' or something more serious? It's remained on my watch list but having recovered most of the ground it lost, maybe I've been too cautious. We'll see tomorrow.

Regards, Ian

[aquilla] 13/1/2006 13:35

Nice little breakout today. Hopefully the price will continue northwards towards the interim results on the 7th Feb. DYOR

[mdrans1] 12/1/2006 10:47

Press Release

DICOM Group plc: Europe's Largest Retailer Expands Invoice-Processing System Built on Information Capture Technology


Basingstoke, 12 January 2006 - DICOM Group plc ("DICOM Group"), a global leader of Information Capture and Communications solutions, announces a new expansion of an enterprise-scale Ascent for Invoices system for The Carrefour Group, the largest retailer in Europe and the second largest in the world. A recent deployment of the system in Carrefour's home country of France follows a successful pilot installation in April for Carrefour's Belgium stores.

In association with DICOM and its U.S. subsidiary Kofax, the short 90-day installation in France was performed with the help of Accenture, a global management consulting, technology services and outsourcing company, and involved the integration of Ascent technology to help automate Carrefour's daily business processes.

With the new Ascent system, Carrefour greatly increases the processing rate of tens of millions of invoices that the company receives each year from its suppliers. In France, Carrefour is now processing approximately 10,000 invoices per day by loading them into a proprietary invoice matching system, then automatically transferring them to a PeopleSoft ERP (enterprise resource planning) system.

Carrefour extended the system into France as the next step in the evolution of its fully scalable invoice-processing solution that fulfills the dynamic capture needs of its retail locations across the world. Carrefour stores in Switzerland and Turkey will be the next to integrate with the Ascent for Invoices system.

[tonsil] 14/12/2005 20:45

reckon that the men in suits behind the scenes are critical of the slow and poor integration strategy for recent acquisitions

[stemis] 09/12/2005 13:07

Gripping stuff - can the 200p support line hold?

[wjccghcc] 06/12/2005 12:02

CEO leaving. That's a bit odd. Might them more of a takeover candidate though.

[mdrans1] 06/12/2005 11:58

BROKER RECOMMENDATIONS: 06/12/05

BRIDGEWELL SECURITIES

Downgrade Underweight from neutral Venture Production, after pre-budget report -- Upgrade to Buy Allergy Therapeutics -- Initiate Buy Empresaria, fair value 80 pence -- Initiate Overweight Xaar -- Reiterate Overweight Andor Technology -- Neutral Bespak -- Buy DICOM -- Buy Greene King -- Underweight Halm, better value in Laird or Foseco -- Overweight Huveaux -- Buy iSoft, ahead of results -- Underweight Rank Group -- Neutral Paragon, prefer Kensington (Buy) -- Overweight Wellington Underwriting

[stemis] 23/11/2005 08:47

Keeps flirting with that 200p support

[toledo100] 10/11/2005 12:26

Delisting at the end of the year

[wjccghcc] 10/11/2005 12:11

Thought they were delisting from Germany.

[toledo100] 10/11/2005 11:51

Quite odd. Share price in the uk about £ 2.3 while in Germany the share price is E 3.9 (i.e. £2.63). What's going on?

Toledo100

[mdrans1] 09/11/2005 16:49

A bit of a shock this morning until I remembered they have split the shares into 4. Ended 7.8% up on the day.

[v11slr] 08/11/2005 11:16

jeffian, read the statement this morning and immediately turned my attention elsewhere, nothing in it to attract me in the short term. I'll continue monitoring though.
Reorganisation to be completed later in the year, I take that to mean financial year. Interims and finals affected by the poor first quarter means they don't expect to claw back all the 1st quarter underperformance during the rest of the year. Good order pipeline and operating profits expected to be better than last year are good bull points but nevertheless I can't see myself buying back until the interims are out of the way at least.

Andy M

[jeffian] 08/11/2005 11:01

V11SLR,

You still there, Andy? Not sure what I think about Q1 results. The bad news was flagged up in the trading statement but, despite the 'strong order pipeline' story, I'm not entirely convinced that all DCM's troubles are behind them. Think I'll watch a while longer before diving back in.

Regards, Ian

[mdrans1] 01/11/2005 17:18

Nothing much wrong with the product :-

[wjccghcc] 31/10/2005 08:26

Likewise. Although I think the short-term share price has been bailed out a bit by the acqusition of their US competitor for a good price. Personally, can't see management selling here. Q2 outlook will be interesting on the 8th.

[jeffian] 31/10/2005 00:46

Fair enough, Andy. See you a week on Tuesday!

Regards, Ian

[v11slr] 30/10/2005 18:28

jeffian - If I was going to submit a post on Dicom it would be almost word for word the same as your 563!

Andy M

[jeffian] 30/10/2005 12:56

Hmmmm! I'm beginning to regret my decision to stop out of this share after the recent profit warning (fear of seeing yet another paper profit vanish before my eyes!) and my predictions (552/555) that it would not recover until future trading was clearer proved wide of the mark. It'll be interesting to see what they say about current trading on 8/11 - the worry being that warnings are often followed by worse - but if they confirm that the warning on EDC sales was just a glitch rather than a longer-term problem, I'm tempted to dive back in.

Regards, Ian

[harrogate] 23/10/2005 11:34

Good point -if you strip out both Captiva & Dicom 3rd party hardware sales and adjust for cash you get to about £16 for DCM

[wjccghcc] 23/10/2005 11:13

What's the figure if you strip out third party sales?