Share Name Share Symbol Market Type Share ISIN Share Description
Dillistone Group LSE:DSG London Ordinary Share GB00B13QQB40 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +6.50p +7.51% 93.00p 90.00p 96.00p 93.00p 84.50p 86.50p 19,335 15:28:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 10.0 0.4 2.7 34.7 18.29

Dillistone Share Discussion Threads

Showing 151 to 173 of 225 messages
Chat Pages: 9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
27/4/2016
15:51
It's ROIIC that matters not ROIC. Although the historic figures are not bad it is clear that the group has been market constrained not capital constrained over the past few years. I'm not saying that they don't possess those positive qualities as a business just that when asked directly 'what is your unique selling point, why should they give their money to you and not the competition?' the CEO leads with 'We are yielding in the region of 5%...' they are clearly secondary to their thinking. www. proactiveinvestors.co.uk/companies/stocktube/4227/dillistone-to-deliver-further-growth-with-investments-says-ceo-4227.html [remove the line break to get the link] If you are happy with the 5% dividend and market constraints then fair enough. Like I say I don't think they are massively overvalued just I want a bit more from the companies I invest in.
dangersimpson2
27/4/2016
15:09
"Yeah quoting the yield based on a certain share price isn't really the done thing in results RNS's." Well then it is good to see someone daring to be different for once in a while rather than being a slave to convention. The obvious question in the light of today's statement is if the outlook is so good (Dillistone's Filefinder Anywhere orders up 70%, Voyager up 50% in Q1) why isn't the dividend being increased by more? I think re-affirming the progressive dividend policy whilst quoting the existing good dividend yield answers that question. In other words increasing the dividend isn't an end in itself; personally I think DSG would want to build up cash ready for a further acquisition later this year. "You'd want them to be championing the products, the people, the satisfied customers, their strong competitive position, etc. That he didn't mention any of those only the dividend made me think that return on incremental capital was likely to be very low going forward and the results will pretty much go up and down based on the markets they operate in." Although ROIC has declined over the last couple of years at 20% it is still a reasonably good return and I am expecting it to be higher this year. By the way if the Chairman and CEO are only talking about the dividend you would have to wonder what most of their reports were about. Doesn't "increase in client retention rate" indicate 'satisfied customers' or "Pleasingly, this growth is based on significant increases in both the number of new client wins and the value of those contracts" suggest strong competitive position? Isn't "the only truly browser based product from a mainstream supplier to the executive search market" 'championing the product'?
valhamos
27/4/2016
13:37
Yeah quoting the yield based on a certain share price isn't really the done thing in results RNS's. I remember seeing the CEO giving an interview on proactive investors a few months ago and when asked why should one invest in Dillistone his main response was that it paid a good dividend. While the dividend isn't bad, and if you have run out of ideas to re-invest capital it is the best use of that capital, I would expect a different answer from a company CEO. You'd want them to be championing the products, the people, the satisfied customers, their strong competitive position, etc. That he didn't mention any of those only the dividend made me think that return on incremental capital was likely to be very low going forward and the results will pretty much go up and down based on the markets they operate in. That may be enough for some people in today's interest environment to collect the 5% yield while the business generally keeps up with inflation & the business cycle. I held in the past but 5% is just not a high enough return to interest me. So unless I see evidence that the management are capable of generating higher ROIIC ideas not just focused on paying a dividend I am unlikely to invest again in the near future.
dangersimpson2
27/4/2016
13:16
No not when they have prided themselves on maintaining a progressive dividend.
battlebus2
27/4/2016
12:44
Did anyone else think it was a bit weird (and needy) to quote the yield in the statement?
zoolook
27/4/2016
09:37
I always thought the share price fall after the interims was overdone. As it happens despite the expected profit reduction at the Dillistone Systems division because of increased investment overall profit after tax was actually slightly up because of a tax adjustment. But the strong outlook on the back of Q1 orders suggests we will get the benefit from that investment this year.
valhamos
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 :))
battlebus2
01/3/2016
15:49
Media update on today's product launch - hxxp://brrmedia.co.uk/event/141450/jason-starr
tentrader
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. hTTp://brrmedia.co.uk/event/141298/eric-burns-analyst
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...
battlebus2
04/2/2016
17:55
Good Analyst update - hxxp://brrmedia.co.uk/event/141298/eric-burns-analyst explains why the corner has been turned
tentrader
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.
valhamos
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!
dangersimpson2
20/10/2015
15:50
dangersimpson2, You were saying? http://www.investegate.co.uk/dillistone-group-plc--dsg-/rns/director-pdmr-shareholding/201510201315028383C/ 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)
asagi
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.
dangersimpson2
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.
cockerhoop
Chat Pages: 9  8  7  6  5  4  3  2  1
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