Emis Share Discussion Threads

[ayl30] 17/6/2022 16:49

Sold mine reinvested in SHOE, AGL, WRKS, RCHHappy investing folks, I am off to open the wine!

[kemche] 17/6/2022 16:38

As though there was any doubt. Jubbly.

[cordwainer] 17/6/2022 16:25

when is payday exactly ? i guess the effective date is unknown for now.

[jdh1602] 17/6/2022 16:18

Every bear market crash has a silver lining! And this baby didn't even crash...although it hasn't exactly been a stock rocket in recent years. Payday.

[edwardt] 17/6/2022 16:17

Yeah but those inflation linked income contracts will be missed

[crazycoops] 17/6/2022 15:58

Cash offer at 1925p - I'll take that in the current circs

[wad collector] 09/6/2022 22:00

That's a 9 month closing high today , which is rather better than most of the market. Happy to hold.

[kemche] 07/6/2022 23:49

Looking ever more likely.

[wad collector] 05/5/2022 12:09

I have just noticed that they have acquired Fourteenfish, I am impressed by the niche they have carved themselves, they have a neat contract with the Registrar training schemes , and I just bought one of their training modules which seemed to have a unique position. It isn't one of the 3rd party softwares that seem to be fouling up EMIS atm.

[ayl30] 05/5/2022 07:16

Reiterates guidance at todays AGM

[wad collector] 10/4/2022 23:27

Xd 17.6p this week.

[ali47fish] 06/4/2022 17:27

liontrust invests 10 pc from zero - is that correct rns after hours

[wad collector] 25/3/2022 14:40

Article in IC today , citing the security of income albeit with increased wage costs this past yr. Not a growth stock other than hope around EMIS-X , but concluded a BUY at 1338p.

[rathlindri] 23/3/2022 17:28

Bouncing back nicely 👍

[tole] 22/3/2022 06:53

https://citywire.com/funds-insider/news/expert-view-emis-secure-trust-bank-abcam-workspace-and-dwf/Emis: Just what the doctor orderedHealthcare software group EMIS (EMIS) is delivering consistent cashflow and therefore dividends, and its cash pile means it can continue to increase its payout annually, says Hargreaves Lansdown fund manager Steve Clayton.In preliminary results, the AIM-quoted group reported a 6% increase in revenues to £168m and a 10% rise in earnings per share, all of which allowed it to raise its dividend for the 11th year in a row, by 10% to 35.2p per share.After strong gains on the news last week, the shares closed 2.6% higher at £13.32 on Monday.Clayton, who holds Emis in his HL Select UK Income fund, where it makes up 4% of the £149m portfolio, said the stock 'stands in a position of strength' thanks to 89% of its revenues being recurring and a £64m cash pile.'The consistency of Emis's cashflows feeds through to its dividend paying abilities,' he said.'Eleven years of consecutive increases is a strong track record. With the payment well covered and the business performing, we see plenty of potential for that payout to grow further over time.'He added that the cash buffer 'provides further reassurance to the dividend and also offers the prospect of further boosting growth through funding earnings enhancing acquisitions'.Clayton concluded: 'Overall, these results were just what the doctor ordered and the market seems to agree.'

[tomps2] 21/3/2022 10:19

EMIS Group (EMIS) full year 2021 results presentation

EMIS CEO, Andy Thornburn and CFO, Peter Southbury present the full year 2021 results for the period ended 31 December 2021.

Watch the video here:

Or listen to the podcast here:

[ayl30] 18/3/2022 07:43

Times Tempus column today. Scroll downM&S confronting a range of problemshttps://www.thetimes.co.uk/article/4d6667b4-a61e-11ec-a03b-e2dc3fd8780f?shareToken=88569f2fe4a437fa6460d58928ceb918

[ali47fish] 18/3/2022 07:34

tole please indicate where the note come from and its date

[tole] 18/3/2022 06:37

EmisThe perceived safety of highly recurring revenue streams has afforded software as a service (SaaS) companies high market ratings. You might think the healthcare software supplier Emis is one of those, with the shares having outperformed the FTSE All-Share more than three times over during the past three years.But while a forward earnings multiple of 21 might look generous, it is not against what has been on offer over the past three years. Roughly 80 per cent of the group's revenue is recurring as its larger health division sells software to the NHS.Hitting a medium-term goal of an adjusted operating margin of 30 per cent could drive its valuation higher. Progress on that score has been impressive: the margin last year came in at 25.9 per cent, up from 22.1 per cent in 2018, when management set out plans to kick-start revenue growth and improve margins.How might it do that? Cost efficiencies are a starting point, which includes refreshing its existing software systems with new technology. But expanding its enterprise division, which focuses on selling medicine dispensation software to pharmacies and hospitals and partnering with smaller third-party technology providers, is the growth engine for the group. The latter, which involves selling software that integrates with the Emis systems to its NHS and private customers, carries little cost for the group and gives a natural kick to margins.Adjusted operating profit for the enterprise division grew a fifth last year, accounting for 40 per cent of the group total, on the back of a 17 per cent revenue rise. That's bang in line with a target to grow the top line at a double-digit rate each year.Growing market share and offering a broader stable of products to customers are the main avenues for revenue growth there. That included acquiring the training system software provider FourteenFish. Analysts at the house broker Numis raised its earnings forecast for this year by 3 per cent off the back of the deal to 58.8p a share, which is also 6 per cent ahead of last year. Emis deserves more credit from the market.ADVICE BuyWHY Sustained growth in margins could prompt a re-rating in the shares

[ayl30] 17/3/2022 07:14

Good results, ahead of expectations and divi increase.

[wad collector] 12/3/2022 09:25

Finals on Thursday. Not that there are often surprises with Emis results...

[wad collector] 01/3/2022 12:32

You starting a bid rumour?

[onjohn] 01/3/2022 10:52

For a bid?

[ayl30] 01/3/2022 10:45

Bought in today