Emis Share Discussion Threads

[grahamg8] 09/5/2014 08:19

Mach100 being quiet may be good as it is easier to read considered comments without trawling through masses of garbage. My take on EMIS is that it has a pretty good track record. Growing revenue, operating profit, eps and dps. So this is a growth company and is currently on a P/E of 19.6, yield of 2.40% and cover of 2.125x on a share price of 666p. All well and good. To be more precise the growth in sales is 24%pa, eps 12%pa and dps 14%pa non compounded over three years. The big unknown is the investment of £57.5m in Ascribe -RNS 13/09/13. This could make or break EMIS as there is now a lot of debt on the books which is only going to be paid for if profitable sales result. If we trust the managers to continue to deliver then we invest; if the risks look too great then we sell up. Personally I'm on the fence, happy to hold at the current share price and see which way the story unfolds over the following months.

[wad collector] 08/5/2014 22:06

I have used EMIS for 20 yrs , am embarrassed to admit that I have only just noticed that they floated !
I generally don't like small companies with big spreads , but I shall bide my time here for an entry point.

[webster34] 10/4/2014 08:26

Solid company

[sammy_smith] 20/3/2014 11:47

WATCH: EMIS Group (EMIS) - Final Results

Click the link below to listen

[undervaluedassets] 20/3/2014 07:19

Results look rather good to me.

Embedded in the NHS now (what is the penetration - 53% or similiar?).

Increasingly ubiquitous in UK health care (becoming indispensable even).

This means "look through" earnings and profits seem assured a long way out into the future.

Cash and Cashflows also seem rather good.

[dual313] 17/1/2014 16:02

What can we expect from the update next week?

[version5] 09/1/2014 13:44

My concern here is that they are a one trick pony totally reliant on the NHS and surely a time has to come when the growth curve flattens as their market share reaches saturation and so their multiple must start to reduce accordingly ?

[mach100] 04/1/2014 13:18

Has this bottomed out yet? Seems to have come a long way off its peak. A market leader with nice contracts and earnings. The NHS is a basket case though and needs reform no matter who wins in 2015. Any comments from holders on the drift down? Really quiet board here and company is rather hard to value.

[mctmct] 13/9/2013 10:29

The purchase today looks positive. EMIS certainly has a strategy and the will to deliver it. I'm topping up.

[sammy_smith] 06/9/2013 14:23

EMIS Group - Half Year Results for the Six Months ended 30 June 2013

Click the link below to listen

[mctmct] 04/9/2013 11:04

Today's announcement by Jeremy Hunt of NHS IT investment should boost suppliers such as EMIS. Hunt's aim is that all NHS patients should be able to book GP appointments and repeat prescriptions online.

[sammy_smith] 06/8/2013 08:58

LISTEN: EMIS - Acquisition of Digital Healthcare Limited

Click the link below to listen

[sparkymoc] 21/7/2013 20:23

Trading update good too. Should keep mopping up more business as the NHS becomes more 'shared'. Chart is a bit choppy though but could be worth a punt at these levels below 800.

[mctmct] 21/3/2013 11:29

The results look pretty good, IMO.

[sanks] 26/2/2013 18:14

I may have a nobbing dabble or a dabbling nob at circa £10.35
Please assist rampingly

Hope that helps
Sanksalot

[sanks] 31/1/2013 13:04

No...its still worth the nob on the table scenario.
I think the CEO has also put his nob on the table now. Its helping him in these difficult times!

Hope this is helping some of you more astute minjsniffers too
Sanksalot

[stuffee] 24/1/2013 16:53

Did anyone hear conf call this morning for further lead on this?

On bullish track, profit shortfall described as "marginal" and increased cost caused by greater expansion of EMIS Web, ramping up for future sales, together with shortfall in sales in Oz. On opposite track, is this the first of the normal three warnings ......

[sanks] 24/1/2013 14:17

Great timing...oh sankyou level 4..its absolutely appreciated!!!!!!!!!!!!
Another £3 off this pile of ramping bubble, and i will have hit my target!

Hope its helping
Sanks

[sanks] 02/1/2013 23:21

I'm thinking of putting me nob on the table...it seems a safe bet for a short down to £4.75

Hope this helps
Sanks............Wealth Transfer Specialist

[stegrego] 12/10/2012 18:48

Pe is now 28... Unreal.

[stegrego] 31/8/2012 22:04

Still going up but it's ridiculously overpriced.

[stegrego] 22/6/2012 13:02

This is one of those stocks that doesnt appear particularly cheap, but the insti's love and so it gets to silly p/e's.
Struggling to see how this is worth 650p, but wish I held some all the same!

[mctmct] 18/6/2012 17:12

It's quiet round here.

This has been a winner recently. What's the story?