Dillistone Share Discussion Threads

[battlebus2] 27/4/2016 07:46

Pleasing results with Q1 strong, dividend 5%.

[battlebus2] 01/4/2016 15:26

A few sells could provide top up time imv....

[battlebus2] 09/3/2016 15:53

Ticking higher :))

[tentrader] 01/3/2016 15:49

Media update on today's product launch -

hxxp://brrmedia.co.uk/event/141450/jason-starr

[battlebus2] 01/3/2016 08:08

New product launch...


Launch of "FileFinder Anywhere Essentials"

Dillistone Group Plc, the AIM quoted supplier of software to the recruitment industry, is pleased to announce the launch of the latest iteration of the FileFinder Anywhere suite of products - FileFinder Anywhere Essentials ("FFA Essentials"). FFA Essentials is the first of its kind from a major supplier to the executive search technology market, being an entirely Browser based product with the additional flexibility, efficiency and functionality that this technology affords, integrating with Microsoft Outlook where required.

As the market and industry working practices have evolved due to the relentless advances in technology, the demands of the modern consultant require a software package that allows them to access their database from a multitude of devices without the need to download software or data to the local device, with the comfort of being supplied and supported by an industry major technology supplier.

Conventional 'Cloud' solutions in the sector have primarily been based around data being hosted in the Cloud, but with software installed on local machines. This brings with it additional costs to end users - the need to maintain high performance machines, with suitable configurations and software and the support associated with it. The Browser based solution avoids this localised software and support need. This reduces costs, increases efficiency and flexibility, whilst additionally giving business owners the ability to allow consultants to be productive without risking local data caching.

Commenting on the launch of FFA Essentials, Jason Starr, CEO of Dillistone, said:

"Our market is constantly evolving and for that reason we are committed to investing in our product suite to ensure that our clients are always at the cutting edge of the technology available to them.

"For too long, search firms have paid for Cloud hosting solutions which have not provided the true benefits of cloud computing. Today, that changes. FileFinder Anywhere Essentials is the most advanced product in the market. It offers unique Outlook integration; unique Internet research tools; is fast; and easy to use. It's everything our clients have been asking for, and we are extremely proud of it."

Dillistone Systems is hosting a series of webinars to introduce the new app. Registration details are below:

March 2, 2016

11am Hong Kong, 12pm Tokyo, 2pm Sydney, 4pm Auckland

hxxps://attendee.gotowebinar.com/register/4710353266072639490

March 10, 2016

9:30am London, 10:30am Frankfurt, 12:30pm Moscow, 1:30pm Dubai; 3pm Dehli

hxxps://attendee.gotowebinar.com/register/2670713017063757313

March 10, 2016

9:30am San Francisco, 11:30am Dallas, 12:30pm New York, 2:30pm Rio de J

[battlebus2] 22/2/2016 22:33

Two weeks old but worth a listen none the less, WHI's view.

[battlebus2] 22/2/2016 12:55

Tried to top up but no stock available without paying a premium.

[battlebus2] 22/2/2016 09:41

Starting the week blue.

[battlebus2] 16/2/2016 15:02

Continuing to rise, should head back to £1 with any luck......

[battlebus2] 12/2/2016 14:52

Good article by investors champion, the near 5% dividend is a real plus here and as the article points out it should be safe given they mentioned their intentions to maintain a progressive dividend policy.

[battlebus2] 11/2/2016 16:35

Took a few of these so hopefully that corner has been turned...

[tentrader] 04/2/2016 17:55

Good Analyst update - hxxp://brrmedia.co.uk/event/141298/eric-burns-analyst

explains why the corner has been turned

[valhamos] 04/2/2016 11:25

In line with expectations for 2015 and upbeat on outlook. With an attractive dividend yield I added recently under 70p and DSG represents good value at these levels imo.

[dangersimpson2] 20/10/2015 16:01

I'm in 2 minds about this - it is positive that they have bought, but equally chairman buying exactly £100k, CEO £10k and FD £10k all on the same day looks a little co-ordinated. Like the intention is to signal to the market rather than out of a genuine desire to allocate their spare cash to the best investment possible which they view to be their own company.

If they follow it up with more (un-coordinated) buys or increase the dividned it may start to look interesting again. Maybe I'm just hard to please though!

[asagi] 20/10/2015 15:50

dangersimpson2,

You were saying?



Mike Love, Non-Executive Chairman of Dillistone, acquired a total of 126,500 ... at 79p per share; Julie Pomeroy, Finance Director, acquired a total of 12,632 ... at 79.16p per share; and Jason Starr, Chief Executive, acquired a total of 12,632 ...at 79.16p per share.

Following the purchases, each of which took place on 19 October 2015, Mike Love has ... 4.73% of the issued share capital; Julie Pomeroy has ... 0.32% of the issued share capital; and Jason Starr has ... 18.19%

Asagi (no position)

[dangersimpson2] 21/9/2015 11:47

yeah you are probably right, I much prefer companies that don't capitilise development expenditure although this is a bit unrealstic in the software space - even adding back the amortisation the cash goes out again in contingent aqcisition consideration.

My main critique is that they are investing for growth via capitilised expenditure and acquisition but that growth doesn't seem to be appearing in their earnings or cashflow. I guess people who really understand their product and extensive knowledge of their markets may be able to predict that those investments are good and have a high chance of delivering future earnings and cashflow growth. Given that I don't I prefer to see this in the numbers or behavior or insiders - i.e. director buys or large dividend increases/commitments.

[cockerhoop] 18/9/2015 08:59

DS2,

I think you're being a little harsh on Point 2:

They capitalized £464k of development costs in the period but amortized £400k of previous development spend. IMO it's daft to only subtract the capitalized dev costs without adding back the associated amortization.

[dangersimpson2] 16/9/2015 11:41

Think the problem is that:

1. Revenue growth is almost all from acquistion yet to get to their adjusted figures they remove all these costs.

2. If they hadn't capitalised their development expenditure they would barely have made a profit.

So they may be investing for future growth that will materialise but it would seem wise to wait for some sign in either the results or maybe some big director buys before buying. Otherwise you are holding an ex-growth barely profitable company in a cyclical sector. A 4% Dividend increase isn't enough of a signal for me I'm afraid.

[tintin82] 15/5/2015 07:28

Nice hefty director buy, good to see.

[tintin82] 23/4/2015 12:20

Looking really strong here pre results!

[tintin82] 22/4/2015 19:01

Thanks ten. Hopefully all will be well. Nice to see the price stable and not drifting as of late.

[tentrader] 22/4/2015 16:47

Full Year Results On Monday (27th)

There is going to be a webcast with the CEO and FD at 1pm to cover the results. The link is - hxxps://attendee.gotowebinar.com/register/19058201051526913