Emis Share Discussion Threads

[wad collector] 22/1/2021 19:40

I do like that incremental share price rise in the last couple of months. Nothing spectacular, but happy to hold.

[energeticbacker] 22/1/2021 10:33

Featured in Investor's Champion update: Clearly any significant expansion plans have been put on hold for the time being, but there is plenty of potential once things settle down. The shares are trading at 22x forecast earnings for 2021 which assume only modest growth.

[igoe104] 21/1/2021 08:39

That cashpot was from end of December year end, that VAT payment is in Q1, which will probably be just about covered from the cash they make in Q1 anyway ?

[johnrxx99] 21/1/2021 08:26

Cash has to subtract GBP7m or so.

[igoe104] 21/1/2021 07:39

Looks like a.big improvement in trading in H2 and cash is up to 53 million.

[harry the haddock] 10/1/2021 11:25

quite interested in this, given the fact that Covid seems to have accelerated G.P's use of I.T.. Can anyone give me an idea of how the company plans to expand?

[wad collector] 29/12/2020 12:26

Year end closing price looks like will be over £11 again.

[wad collector] 20/11/2020 09:48

Agree the recent share price drop seems surprising in a rising market . It didn't tumble down at the beginning of Covid,(except for a transient overreaction) for obvious reasons , but it is disappointing not to be still falling . However EMIS is one I don't lose sleep over ; it will be here next decade unless it is taken over.

[igoe104] 18/11/2020 16:36

Managed to buy a load just before the bell @ 983. quality company that I've had in my watchlist for a while.

[mr euro] 12/11/2020 15:48

Very bad share price performance, disappointing.

[petes5] 26/10/2020 08:12

Featured a great deal in an article in IC last week. A good and interesting article.

[thewheeliedealer] 13/10/2020 19:23

Hi all, My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion includes EMIS and our take on increasing need for effective IT in the NHS and government. We also chatted about loads of other Stocks and some Ideas for research, and the outlook for Markets and as usual a fair bit of educational stuff with regards to Investing. Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want TPI Podcast 33) and you can find it on Soundcloud at the link below. I hope you enjoy it and find it useful, Cheers, WD @wheeliedealer hTTps://soundcloud.com/user-479955511/conkers3-wheeliedealer-33-risks-of-herding-cine-boo-dddd-itm-lxi-sre-inl-ai-av-aaz

[undervaluedassets] 08/10/2020 11:46

Xd today... gonna buy a few more. reliable div here

[undervaluedassets] 15/9/2020 12:55

NIce boring, sustainable yield here too; the divi has been raised every year since 2011.

[wad collector] 11/9/2020 12:04

Well it is moving out of its 6 month trading range now , not sure about the 4 yr range. Happy to see it cross £12 again , but it doesn't really matter much to me as I don't plan on selling these for yrs. The market is not in the mood for takeovers at the moment but not out of the question in the next few yrs given its secure very position in a deep niche. I work with EMIS daily and there would be a lot of unhappy primary care staff if we were forced to use another system, given many of us have used it for almost 3 decades and have seen the disruption caused just by changing to a new Emis version . It is not their only product but it is the main one.

[tomps2] 10/9/2020 09:37

EMIS Group Plc (EMIS) H1 2020 presentation to analysts, 9th September 2020, by Andy Thorburn, CEO & Peter Southby, CFO. Video: Https://www.piworld.co.uk/2020/09/10/emis-group-plc-emis-half-year-2020-results-presentation/ Podcast: Https://www.piworld.co.uk/podcasts/

[undervaluedassets] 10/9/2020 08:19

Growth. Well it operates in the right sector ... Given decent results today - (in a market with almost nothing but bad results currently) - might even a make a move out of it's 4 year trading range

[energeticbacker] 09/9/2020 16:11

Emis isn’t the most exciting of technology plays, this is a consistent performer with plenty of reliable recurring revenue, generating attractive operating margins and return on equity, and the new EXA suite offers interesting growth potential. More on the Investor's Champion website.

[undervaluedassets] 09/9/2020 15:43

Re results today.. Despite robust rises in Reported EPS, profit and cash. Emis were conservative choosing only to raise the divi modestly. So the dividend cover has gone up.which I like.

[energeticbacker] 09/9/2020 14:39

The net operating cash inflow was an impressive £28.8m, although this was flattered by £7.3m of VAT payments deferred until 2021 – with a substantial cash buffer one wonders why they didn’t just pay the VAT. Free cash flow was £26.3m and they ended the period with net cash of £44.1m, supporting a 3% increase in the interim dividend to 16.0p per share. More on the Investor's Champion website.

[wad collector] 09/9/2020 13:33

Hold and prosper...

[undervaluedassets] 09/9/2020 12:36

good results + a reasonable reaction... sustainable divi here too

[rathlindri] 09/9/2020 11:27

Excellent gains today, on the back of a solid set of figures. Well done Emis!

[gilesy] 27/8/2020 11:11

topped up today at 10.35 very good long term hold

[wad collector] 14/7/2020 21:47

In line TU today greeted by a 4% share price fall. No furloughed staff and pretty much business as normal - and that is my perspective as a user as well. I think this is a minor buying opportunity.