Eckoh Share Discussion Threads

[septimus quaid] 08/5/2017 15:34

Lampran, does the Singer page say much more than the RNS (just to save me the faff of joining up)?

[lampran] 08/5/2017 15:16

hxxps://www.research-tree.com/companies/uk/software/eckoh/research/n-1-singer/n-1-singer-eckoh-confident-trading-update-comfortably-in-line/CC93_5_1

[aishah] 08/5/2017 10:44

TechMarketView:

Eckoh sitting pretty on four years of 20%+ growth

The management of Eckoh, the AIM-listed provider of contact centre and secure payment solutions, are signalling that the year to the end of March 2017 was “comfortably” in line with market expectations, continuing its run of double digit growth. The UK continues strongly, but the rising star is definitely the US. Here there is a rapid shift to SaaS-style contracts (two years ago US companies were generally wedded to enterprise implementations) and a move to larger contracts (see Eckoh goes up-sale in US).

Demand for the company’s secure payment solutions for call centres remains strong and appears to provide some real competitive differentiation. Increased sales and marketing emphasis has generated a strong pipeline. More details should be available on Monday 12th June as the results are published.

[someuwin] 08/5/2017 09:32

Eckoh (LSE:ECK) rising today on upbeat trading update.

Exactly the same business model as PCI-PAL (LSE:PCIP) i.e. Contact Centre PCI compliance solutions.

ECK valuation over £100m vs PCIP valuation only £15m.

Makes PCIP a better buy imo.

Also, note that recent PCIP contracts have been won via competative tenders. Taking business from legacy providers.

[boadicea] 08/5/2017 08:26

The announcement appears to be a restrained comment on a rather good result, noting that it "comfortably" met expectations and thereby implying that the figures will come in nearer the top end of the predicted range.

I partcularly like the cash ahead line -
"Eckoh's balance sheet remains robust with net cash ahead of market expectations at the period end. The Group has a strong pipeline and is responding to an increasing number of tenders."

[septimus quaid] 08/5/2017 07:59

Good news, steady as ye goes, RNS this morning.

[poacher45] 25/4/2017 09:30

Bought at 8p should be well rewarded. Felt sorry for them with the ITV phone -in they should never have been fined.

[mazarin] 25/4/2017 06:41

Been there, stayed faithful well before the ITV phone-in debacle and often wondered why, still it finally found its way and now waiting for the breakout....!

[reallyrich] 25/4/2017 02:57

yes I know I was joking. I think I have had them since 2001. got them at 17p watched them drop until about 4p and now finally profitable

[mazarin] 24/4/2017 20:51

I can’t give you a 15yr chart but can summarise its performance over the period. I’ve been holding it (in and out) for most of that time. Between 2003 and 2013 ECK’s share price languished well below 10p for virtually a whole decade, with a few brief (very brief) excursions above 10p before eventually coming to life in 2014 and reaching 40’s in 2015, the rest is shown on the 2 yr chart. Hope that helps.

[reallyrich] 23/4/2017 00:52

Can you show it over 15 years it will look better lol

[mazarin] 21/4/2017 10:24

No idea, probably an increased major shareholding, so may see an RNS reflecting this soon. I have added a Long Term Chart to the Header to show where the sp's currently placed over a 2 year time frame.

[septimus quaid] 21/4/2017 09:48

Sharp tick up today, any rumours?

[boadicea] 12/4/2017 21:31

AISHAH - Not sure I agree about lack of competition in the broad payments field but they do appear to have a notably good product in the particular area they specialise in. Given the recent signs of contract progress there should be a cheerful commentary on growth prospects to accompany the results, which is just as well because we know that there is some catch-up required following the interims.
I am hoping for some pointers soon and expect a trading statement within the next two to three weeks.

[t0pgrader] 06/4/2017 13:23

Interesting that Adam Moloney the departing FD increased his overall shareholding when recently exercising his options.

[aishah] 02/4/2017 16:00

Contract value this year around 5 times that of last year. US mkt seven times larger than UK and ECK have one of the leading secure payments offering. With not many competitors, ECK could be a natural choice for contact centre security solutions. Expect re-rating and upgrades as move to SaaS starts to pay off. imo.

[nickelmer] 02/4/2017 14:31

That must be why the finance director recently increased his holding by over 500,000 shares, because they are going to issue a warning, why didn't I think of that, oh yes I know why, because I am not shorting them and trying to talk them down when they have just won a near $4M contract

[septimus quaid] 01/4/2017 18:22

or pay school fees

[reallyrich] 01/4/2017 14:36

Maybe they needed a new kitchen

[septimus quaid] 01/4/2017 14:18

Oldish news but between them they sold 8.6% of their combined holding

[tjbird] 01/4/2017 10:28

Eckoh (AIM: ECK), announces that Cameron Ross, Eckoh's Director of Payments Strategy and a PDMR of the Company, and his wife, Catherine Ross, have each sold 100,000 ordinary shares in the capital of the Company (the "Ordinary Shares"). The Ordinary Shares were sold at an average price of 37.47 pence per share.



200k dumped

This will warn again and fall to 20

[nickelmer] 29/3/2017 10:52

Good to know Aishah, I think you are correct and that the market generally has not yet worked out that Eck are starting to look cheap on a 2 year forward view, on the basis that prices should usually move in advance then this stock should start to look interesting to many investors quite soon.

[aishah] 29/3/2017 10:42

Have been adding whilst there is stock about. Recent news here is extremely encouraging. The highly respected newsletter Techinvest added 18,000@38.25 to their Trader Portfolio last month. dyor

[nickelmer] 29/3/2017 08:17

Excellent to see that the Finance Director has increased his shareholding by over 500,000 shares, shows a big vote of confidence in prospects !

[nickelmer] 24/3/2017 16:45

Good Question Capt Bligh, wish I knew the answer, there has clearly been a seller around for some time now, I was hoping this recent contract news was going to see them cleaned out. I suspect Eck are going to start looking cheap on a forward PE basis as all these recent contracts materialise into 2018 and 2019 profit forecasts