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Share Name Share Symbol Market Type Share ISIN Share Description
Essensys Plc LSE:ESYS London Ordinary Share GB00BJL1ZF49 ORD 0.25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 82.00 81.00 83.00 82.00 82.00 82.00 14,881 08:00:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 22.0 -2.9 -6.2 - 53

Essensys Share Discussion Threads

Showing 26 to 50 of 475 messages
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DateSubjectAuthorDiscuss
03/3/2022
17:50
01/03/2022 07:00 UK Regulatory (RNS & others) essensys PLC Trading Update LSE:ESYS Essensys Plc "... The Group's expansion and acceleration of its go-to-market activities has been delayed by continued COVID related uncertainty. This has also resulted in extended sales cycles leading to lower than anticipated sales bookings year to date. As a result, the Group's trading for FY22 is expected to be below current consensus market expectations. For the half year period, Annual Recurring Revenue (ARR) run rate at GBP20.3m was slightly ahead of H1 FY21 (GBP19.9m) and adjusted EBITDA(1) losses are expected to be slightly better than management expectations. Net cash at half year end at GBP30.5m was significantly better than management expectations due to delayed deployment of funds and supports our continued ability to capture the long-term structural drivers in the flexible real estate market. essensys continues to progress its plan to capture the global market opportunity in flexible workspaces, supported by the successful GBP33m fundraising in July 2021. Since the start of our financial year, we have appointed CEOs for Asia Pacific and UK & Europe, to support our long-term expansion. The APAC business is now fully operational with personnel in place in Singapore, Hong Kong and Australia. Investment in product development is progressing as planned. Outlook The Board remains confident in the Group's future growth which is underpinned by long-term structural drivers. Despite a delay in accelerated bookings growth due to the prolonged challenges caused by COVID, the pipeline for FY23 and FY24 is strong. The Group has seen pipeline opportunities continue to grow, particularly amongst large multi-site property organisations. Larger flexible operator customers are starting to expand once again. The Board now expects revenues for FY22 will not be less than GBP23.5m (FY21: GBP22m), with an adjusted EBITDA(1) loss of not more than GBP7m. Mark Furness, CEO commented: "essensys has a resilient business model and we are well placed to deliver our long-term expansion plans. Our US business continues to grow strongly. Whilst COVID has undoubtedly had an impact on our recent sales performance, our pipeline for FY23 and FY24 remains strong, supported by positive market dynamics, existing customers returning to growth and exciting opportunities that are already underway. Our new product development activities are starting to deliver further new capabilities and we look forward to sharing more details in due course." ..." https://uk.advfn.com/stock-market/london/essensys-ESYS/share-news/essensys-PLC-Trading-Update/87416175 From 245p at the end of February to 92p today, ESYS has fallen 62.45% in 3 days, to a market cap. of just £59.23M. - about half of which is covered by cash. That seems very severe for what looks like a temporary hiccup due to pandemic uncertainty, with the pandemic now rapidly passing. The enterprise value of the business is about half the market cap., which looks very cheap for an exciting software business with £22M. of annual revenue, £19.1M. of which is recurring. Bear markets can throw up opportunities to buy great growth companies at a knock-down price, and this looks like it could well be one. The company is very well-funded to exploit its major growth opportunity in flexible working, which ironically is being driven by structural changes supported by the pandemic, but look like they are here to stay.
hedgehog 100
02/3/2022
10:03
anyone any idea what is going on with this share?
shinnas
01/3/2022
08:59
Research Tree https://www.research-tree.com/researchhub. Not sure if this is on the free side or behind the subscribers pay wall.
pugugly
01/3/2022
08:52
how did you get hold of the note if you dont mind me asking thanks
theprovosts
01/3/2022
08:45
Was thinking of bottom fishing but after reading Singer's morning note decided to watch. Does not make happy reading and (imo) the road ahead is foggy.
pugugly
17/8/2021
11:32
Bought some this morning
capt bligh
06/4/2021
13:09
Looking very strong now. Great to see. Salty
saltaire111
24/3/2021
11:44
Looks like they have a good size market, competition is not too strong, great client list, good reliable revenues, clearly observable structural change in the industry accelerated by pandemic, founder CEO owning 40% of shares. I can't tell how good their product is but from the retention rate their customers must like it.
shieldbug
23/3/2021
18:53
Yes, it's one of my top 5 holdings. They're in the right place at the right time although it won't show up in the numbers for a couple of years so you need to be patient.
wjccghcc
22/3/2021
17:51
Gosh it’s quiet here. Nobody else invested here? I think this one’s a winner... Salty
saltaire111
12/2/2021
21:32
Bought in here at £1.80 a share back in May and was disappointed to see the share price drift down to £1.40. Like the look of the company and its potential to help companies adopt flexible and remote working. I figured that their services will be in demand in the post-Covid environment. Delighted that the stock has been recognised in the last few days. Salty
saltaire111
08/11/2020
10:34
I think there is a great opportunity here. Shunned on ADVFN is no bad thing. CV19 should accelerate the trend to flexible working, granted it, in the short term defers some growth and elongates sales process but it is in the right space at the right time. Cheap and cashed up with a platform expanding and ready to go. Just look at North American appointment. If you use twitter there is a post on @jameslaity on the subject of ESYS
mysteronz
06/11/2020
16:19
Any reason why this share is shunned on ADVFN? Is it a Covid thing?
shieldbug
04/1/2020
18:23
That was a nice rerate from £1.60 quiet board so i only check in once in a while but i think there is plenty more to come here, the US will provide the growth engine for this under the radar stock.
rimau1
22/11/2019
10:51
Have you seen it then?
davr0s
22/11/2019
10:44
I am expecting a strong update at the AGM next week
rimau1
11/11/2019
09:37
Bought in here recently. The best companies can produce enough cash themselves to grow quickly. If nothing else the market growth should make them a multi bag over the mid term.
allonblack
06/11/2019
13:32
Just a well deserved rerate on a strong outlook, expect an update at the AGM. Strong buy for me under £2 and i topped up heavily during the recent falls. Exciting future and still under the radar.
rimau1
06/11/2019
13:00
Bid coming? Salty
saltaire111
22/10/2019
09:39
Agreed, excellent results and confident outlook. Recent price weakness presented a great top up or entry level and i can only think this was a read across from the problems at WeWork which makes no sense. Massive structural growth market, this is a long term no brainer. No debt, fast growing markets and operational gearing kicking in.
rimau1
22/10/2019
09:12
Cracking results Salty
saltaire111
03/10/2019
15:34
Bought a few today
leedslad001
07/8/2019
13:20
Glad they didn't won't my money yesterday bought ba. Instead
leedslad001
06/8/2019
19:58
What's the nms of stock please
leedslad001
06/8/2019
09:32
saltaire111 So what is the EBITDA number then and which expenses are reasonable to take out of the profit calculation ? They say that they made an EBITDA of £3.2mln for 2018, but the operating profit is only £780K, so where on earth does that EBITDA figure come from ? Have they knocked out a chunk of admin. costs for some reason because there is no sign of that in the accounts. Look at page 48 of the prospectus. I note a sudden increase in borrowings in 2018 to £3.8mln, presumably the float (as usual) is mainly to repay that.
yump
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