Eckoh Share Discussion Threads

[oregano] 11/6/2014 11:02

pre share based payments the brokers are going for 1.3p, so 35x. that EPS number is up 44% on the '14 numbers just reported.

[greg the grinch] 11/6/2014 10:37

"40x 2016 EPS it is cheap"..........taking into account the news what is the predicted 2016 EPS? I reckon the EPS is going to be much higher due to the US cash.

[oregano] 10/6/2014 17:39

the results presentation has some really bullish stuff.

The Callguard on premise solution is fantastic, plug and play and your security problems are sorted out. The US disti should be able to sell easily. This should impact H2 much more than H1, but I suspect contract announcements will not be far off. Their pipeline is now 80% led by the security product, IVR is a follow on. The US is well behind the UK in terms of call centre market development and is 7x the size.

Hard to argue that on 40x 2016 EPS it is cheap, but I am hanging on. These guys have credibility in an explosive market with no competitors.

[greg the grinch] 10/6/2014 11:05

:o), some always sell on news, but the results are great and the future is even brighter, all the catalysts for a multibagger are in the mix. US institutions will arrive in the coming weeks/months and when that happens we will begin the steady multibag rise.

[mattjos] 10/6/2014 10:15

that patent looks to be for UK, EU & USA

[mylands] 10/6/2014 09:01

Now that the final results are out, it is looking like investors are banking their profits after the run up from the 40p level.

I for one am a long term holder and any dip will be viewed as a further buying opportunity.

[cestnous] 10/6/2014 08:00

Exceeded my expectations for sure :¬))

[airwalk1971] 10/6/2014 07:34

Fantastic results!

[greg the grinch] 09/6/2014 23:20

Have a look at MONI. They are making a loss!

Risk/reward..... What do you think ECK can or will achieve and when and if it gets to that point what are its earnings?

The potential is staggering, how much of that we will achieve is something else, the way I see it the risk/reward is fantastic, this US news is great in that over say a few years earnings could rocket even faster than I had guessed possible with access to that many big US co's.

It's a brave man that can predict what those earnings will be in a year or three, I'll wait and see but I guesstimate they could be anywhere between £10m and £100m and higher if they can land some big fat contracts with banks.

I see no downside over med long term so I will sit and wait.

[boadicea] 09/6/2014 22:13

I'm led to wonder what a reasonable valuation metric for ECK should be. The more stratospheric multiples are normally reserved for consumer oriented vogue stocks which ECK isn't - it's purely commercial although very scalable.
So I'm feeling a lot is already in the price and it will do no long term good for it to get too far ahead of crystallised events.

[mazarin] 09/6/2014 21:06

It may seem surprising to some newcomers that only a year ago ECK's 'sp' was well used to trundling along the 15p mark for months before it then started its present steady ascent to today's mid 40's. This effectively represents a threefold 'sp' increase (+192%) in just 12 months with dividend increases to boot - a remarkable performance by any standard, so well done ECK and thanks.

It is perhaps not without reason that each successive Contract announcement appeared either to be closely anticipated or was soon followed by major Institutional holding announcements, whereby now a large proportion of the Company is currently held by a relatively small number of larger Institutional holders.

Todays news was preceded by a similar RNS on 28/05/14, triggered by Kestrel Partners LLB increasing its holding to 11.01%.

I note its been a while since ECK last reported a batch of UK contracts (27/03/14) so considering the BOD's pledge to achieve 'strong Contract renewal momentum for 2014', I presently wouldn't be at all surprised to hear of even 'more of the same' in the not too distant future.

And finally this latest significant news item IMO is bound to raise further comment by the Financial Press...so it may pay 'to watch this space'...!

[malinkie] 09/6/2014 16:48

Some tasty buys after the close. Good omen for tomorrow. Might even be Yanks sniffing about.

[greg the grinch] 09/6/2014 14:54

As the product gets pushed in the US we will get institutional US buyers of ECK shares, then it will get interesting :o) Dont forget that was in minimum figure for this new contract..... and connections to a LOT of big US companies.

I still see this as a multibagger over a year or two, even more if you hold for longer and the story keeps going from strength to strength.

GLA

[johnthespacer] 09/6/2014 10:33

Yee haa at 157% profit now lol not bad

[azioni2] 09/6/2014 10:27

If I am right it looks as if this agreement alone will increase ECK turnover by 25%. Glad I have been holding all this time, my patience has been more than justified. Happy days

[pork115] 09/6/2014 10:00

Bought in on this. Looks a good grower and a good service. Think as the company lands more contracts could ne worth a lot more. Just a matter of time

[cloudwars] 09/6/2014 09:49

I think when the penny drops this will be nearer 60p than 40.£1 within a year . More to come from this baby.

[mazarin] 09/6/2014 09:10

No worries and tend to agree, so provided they stick to their announcements' schedule we should be getting some positive vibes soon.

[mazarin] 09/6/2014 08:55

Mylands, Look in the header and also go back a few posts

[mylands] 09/6/2014 08:38

Results last year were on the 11th June. Anyone know the exact date for this year's announcement?

[oregano] 09/6/2014 08:33

i don't believe there is anything expected about this kind of agreement. that sort of revenue commitment is something you rarely see in this industry. the shares have been good performers, but this is massive. it will be interesting to see what kind of upgrades follow. and they will get the chance to talk this up on the results presentations.

[cestnous] 09/6/2014 08:11

Expected maybe, but priced in? Don't think so.

[temmujin] 09/6/2014 07:42

damn..wanted to buy in lower!