Emis Share Discussion Threads

[undervaluedassets] 15/9/2020 13:55

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

[wad collector] 11/9/2020 13:04

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 10:37

EMIS Group Plc (EMIS) H1 2020 presentation to analysts, 9th September 2020, by Andy Thorburn, CEO & Peter Southby, CFO.

Video:
Podcast:

[undervaluedassets] 10/9/2020 09:19

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 17:11

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 16:43

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 15:39

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 14:33

Hold and prosper...

[undervaluedassets] 09/9/2020 13:36

good results + a reasonable reaction...

sustainable divi here too

[rathlindri] 09/9/2020 12:27

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

[gilesy] 27/8/2020 12:11

topped up today at 10.35
very good long term hold

[wad collector] 14/7/2020 22:47

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.

[wad collector] 03/7/2020 10:41

Sp looking a bit perky today ; can see £12 on the horizon again.

[rathlindri] 27/5/2020 19:29

Steady progress back...

[ayl30] 15/5/2020 07:02

https://www.thetimes.co.uk/article/confused-efforts-to-update-ageing-nhs-computers-waste-8bn-q0wfvg6nt?shareToken=c8b0624759dbb154bfafe5c415e6ba15

[ali47fish] 13/5/2020 16:19

ned buying

[ayl30] 11/5/2020 08:51

Just got divi, forgot that was coming, every little helps!

[ayl30] 06/5/2020 07:13

Rns reads well, note no staff have been furloughed which is encouraging in circumstances. Can't see customers defaulting on recurring revenues

[crazycoops] 30/4/2020 12:11

I think it must have been a rogue notification (it was via Research Tree) because as you say, nothing is showing up on Short Tracker.

[wad collector] 28/4/2020 10:57

Nothing showing up on shorttracker about Emis ; indeed nothing for over a yr.
hxxps://shorttracker.co.uk/company/GB00B61D1Y04/

They don't monitor sub 0.1% positions , but odd that your notification not showing; is it correct?

[crazycoops] 21/4/2020 10:54

I've just had a notification that there is now a 3.26% short interest here (from zero). I have no idea what the short hypothesis is beyond valuation (?) and market volatility.

[wad collector] 31/3/2020 13:43

Good news from the primary care user end , EMIS continues to run well , Thank God.

[mw8156] 18/3/2020 16:08

still think it is relatively defensive, though not particularly cheap, has a great market position, execution over the years not great, liquid stock so any institution or other wanting to raise money would be tempted to trade it out.

[wad collector] 18/3/2020 10:50

The video option is not new , just not been used much , and unfortunately the bandwidth is struggling to run it effectively now.
So much for this being a defensive stock!