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
  +0.00p +0.00% 65.50p 64.00p 67.00p 65.50p 65.50p 65.50p 11,000 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 10.0 0.4 2.7 24.4 12.88

Dillistone Share Discussion Threads

Showing 151 to 172 of 225 messages
Chat Pages: 9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
20/10/2015
15:01
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
14:50
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
10:47
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
07:59
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
16/9/2015
10:41
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.
dangersimpson2
15/5/2015
06:28
Nice hefty director buy, good to see.
tintin82
23/4/2015
11:20
Looking really strong here pre results!
tintin82
22/4/2015
18:01
Thanks ten. Hopefully all will be well. Nice to see the price stable and not drifting as of late.
tintin82
22/4/2015
15:47
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
tentrader
04/2/2015
12:03
hxxp://www.stockopedia.com/content/small-cap-value-report-4-feb-2015-pla-xlm-bry-egs-blur-wgb-dsg-91383/ Some commentary from Paul Scottwho who is disgruntled by the illiquidity. Obviously a nice bounce but still below year high. Good GARP share which deserves a higher rating
zoolook
04/2/2015
08:42
Agreed. Very promising update - the expected improvement in H2 2014 and an uplift in orders across the group. Orders at Dillistone Systems are up 20% with the introduction of FileFinder Anywhere and the largest contract wins in North America and mainland Europe for a number of years looks good for 2015 results. Decent yield to keep us going in the meantime.
valhamos
04/2/2015
07:49
Great update, Filefinder delivering. Profitable and generating cash! Happy this morning.
tintin82
01/10/2014
10:39
Valhamos - I stand corrected. Thank you. Will monitor this for a lower entry. One of the quiet shares around.
mg1982
30/9/2014
15:39
there is a webinar on Thursday at 11am to expand on the prospects - hxxps://www1.gotomeeting.com/register/490957657
tentrader
30/9/2014
15:25
MG1982 I think the RNS is pretty clear: "The maximum total consideration payable under the agreement is capped at £2,500,000." The FD confirms this in the brrmedia link in the previous post. So if revenue remains £750,000 for each year of the earn-out period the total consideration will be £1,675,000 plus closing cash adjustment (£750k x 3 years at 30% plus £850k plus £150k) Obviously increased revenue is expected from the cross-selling opportunities, and no doubt there will be cost savings in due course in addition to the retiring CEO's costs based on ISV's proximity to Voyager.
valhamos
30/9/2014
14:13
http://www.brrmedia.co.uk/event/127473/partner/lse No concerns regarding the departure from software development, as they say, the opportunity for cross selling will be great and enhance earnings all round. Good news all round IMO
tintin82
30/9/2014
13:28
Valhamos - they have paid 1m now for the business and they will end up paying upto another 2.5m by 2017 = 3.5m
mg1982
30/9/2014
11:37
Im not currently a holder but have been and would again but this deal, as others have commented, looks very expensive and furthermore is also a departure from licenced software developemnt and support which I see as their core competency and into online candidate testing which isnt.
zoolook
30/9/2014
10:49
MG1982 I agree at first glance it does not look cheap but how do you arrive at £3.5m? The announcement says the maximum total consideration is capped at £2.5m.
valhamos
30/9/2014
09:57
Just reading through the aquisition details. To me it seems like they will end up paying a lot more for it over the years. To my calculations it has the potential to cost them £3.5m by 2017. For a company making currently 162k PBT that does look like an expensive deal for us. Any thoughts? Not a holder but interested in doing DD
mg1982
30/9/2014
09:46
The reduced H1 profit was flagged up in the 2013 results outlook comment. I am not really concerned about the foreign currency impact as the proportion of international revenue is a lot less than a few years ago as a result of acquisitions that are more UK focused. The latest acquisition looks interesting and the increase in dividend offers support to the idea of resumed growth in 2015.
valhamos
01/9/2014
23:01
Great news today regarding FileFinder Anywhere. Serious earnings enhancement for an already cheap off the radar stock.
tintin82
Chat Pages: 9  8  7  6  5  4  3  2  1
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:40 V: D:20180123 16:12:26