Escher Grp Share Discussion Threads

[qs9] 13/12/2012 08:17

Will we see £3 this week?!

[qs9] 12/12/2012 19:33

moving further north, looking great...

[geheimnis2] 07/12/2012 13:21

thanks for that both

[wjccghcc] 07/12/2012 13:12

I accumulated quite a few around 210p. Market leader in their area although the kicker will be if they can expand post office use into new areas.

I think the EPS expectations are in $ so 16.79c = 10.5p. It's also a seasonal business with H2 typically being stronger - possibly on the timing of when they bill for maintenance/services.

Downside is they're Irish so 1% stamp duty.

[aishah] 07/12/2012 12:33

PG 5-12-12 BUY. 2012 eps =16.79, 2013 = 31.91 drops the p/e to single digits. Looks cheap on that basis. Might add more here.

[geheimnis2] 07/12/2012 08:52

i'm keeping an eye on this one

do we know what full year eps expectations are?

what is the seasonality of the business?

H1 eps was circa 5c but PG are saying this is on a forward PE of about 12

doesnt make sense to me

can you help qs9?

[qs9] 07/12/2012 08:41

Take it I'm alone here?

[qs9] 06/12/2012 14:26

PG has £3.60+ TP .....hopefully may see a new TP / note soon. DYOR etc

[qs9] 06/12/2012 09:12

decent RNS?

[stegrego] 12/6/2012 19:20

The Group is a market leader in the provision of retail software to postal authorities worldwide, and the Group's strategy is to continue to develop its market share in the postal industry, whilst further diversifying its product offering. Escher is pursuing four main ways to grow the business:

Within the Retail Software Division; incremental sales to existing customers; further penetration of the outsourced postal counter software market; and the application of the Group's existing retail technology to other vertical markets; and
Within the Message Based Communications Division, the adoption of the Group's revolutionary message based communications software – RiposteTrEx.