Eckoh Share Discussion Threads

[nickelmer] 28/2/2022 09:28

The directors can buy a few shares, that does not really impress anyone, what this company needs to do is actually deliver some growth and contract wins, if the market is as good as they say it is, I suspect the market is getting tired of being told how big the opportunity is, but no contract wins announced??? if it was so good, why did they have to purchase Syntec to get some growth.......

[boadicea] 15/2/2022 16:30

I don't think much of their maths! Upside of 52.3% from 42p would be 64p, not 88p.
They have their fraction upside down and have quoted the downside from 88p to 42p.
The upside is actually 109% - that is if you believe the Canaccord potential figure.

The company does appear to have a plausible strategy to relaunch growth but personally I should be happy to see previous highs revisited as a first step.

On current metrics and recent stodgy performance the share is not overpriced at the present time (imho) and any assumption that 'potential' will be achieved requires trust that has to be earned. That said, the balance sheet does provide reasonable resources if deployed effectively.

[tnt99] 22/1/2022 15:59

Just got their largest new contract

[pc4900074200] 20/1/2022 13:48

The 'Game of Phones' continues. Long-termers know the foundations are sound. Hold the faith. Slowly, slowly, our day will come.

[wjccghcc] 19/1/2022 16:51

Hopefully that's the overhang cleared which has been depressing the price for months. I'd guess Blackrock and/or Kestrel are out.

[nickelmer] 19/1/2022 16:45

WTF 14.5 Million traded.......

[nickelmer] 19/1/2022 13:57

SaaSy84, Eck are not big on making positive news or contract announcements, don't hold your breath :)

[saasy84] 19/1/2022 13:21

Strong H1 trading updated today from PCIP. 72% YoY revenue growth and 81% of contracts coming through Partners. Come on Eckoh, COVID headwinds seems to have dissipated some time ago for a major competitor...

[nickelmer] 17/1/2022 10:00

They stated that the acquisition was earnings accretive in the first year, which will be the big test as far as I am concerned, Eckoh has traded on a stupidly high PE for far too long and they need to deliver on actual earnings growth to justify the rating

[septimus quaid] 17/1/2022 08:54

Due to the recent acquisition, I imagine we will now have a few years of obscure YOY comparisons to look forward to, i.e. “direct comparison with previous years makes comparisons difficult,” yada, yada, etc.

The only credible metric will be to see an increase (or otherwise) in dividends this coming October (prev 0.61p).

[netcurtains] 04/1/2022 15:04

SQ: Investors mean share price when they talk about "recovery" (at least they do down my way).

[septimus quaid] 04/1/2022 14:58

Only a recovery play in the sense of ongoing COVID disruption affecting general market sentiment. There’s nothing much wrong with the company to “recover”; as such as it’s remained fairly stable over several years.

Hopefully, more a story of enhanced future growth prospects.

[netcurtains] 04/1/2022 14:09

not sure that is helpful. Sorry.

[poacher45] 04/1/2022 13:13

It was when I bought it for 8p.

[netcurtains] 04/1/2022 12:16

Any chance this could be a good recovery play?

[nickelmer] 16/12/2021 11:16

Broker note, target price 92p

[husbod] 16/12/2021 08:36

Every single placing over the last 12 months or so in companies I hold has resulted in the share price falling below the placing price.It will be interesting to see how this responds on and after the 22nd but a top up could be cheaper closer to Christmas. But, as they say wtfdik.

[septimus quaid] 15/12/2021 16:14

yeah, fill your boots

I'm pretty sure, if ECK had been traded on NASDAQ, the share price would have gone up on today's announcement.

From a capital perspective, the London markets, and AIM in particular, are just plain dysfunctional.

[nhb001] 15/12/2021 14:40

Cheaper now!

[boadicea] 15/12/2021 10:56

Special price for the favoured few - Typical.

[saasy84] 08/12/2021 12:52

As a shareholder who has stuck by Eckoh during 'challenging' market conditions, i'm incredibly underwhelmed by the interims. For most Software / SaaS businesses Covid has driven transformation. With remote / home working payment security software should be essential for businesses to safeguard consumers. All the soundbites from Eckoh 'Cloud', 'SaaS', 'Channel / Partnership Sales' these guys should be filling their boots. Their nearest competitor posted significant double digit growth FY21, with interims out in January it will be telling to gauge market bouyancy and validate continued pandemic disruption. US greenfield market continues to show high potential, but would expect to be further ahead given US acquistion in 2016 and boots on the ground.

[nickelmer] 11/11/2021 16:12

If I were Semaphone, with private equity funding, I would sue Pcipal over my patents and then make an offer for Eck to then control the whole market, just a thought...