Share Name Share Symbol Market Type Share ISIN Share Description
Ideagen LSE:IDEA London Ordinary Share GB00B0CM0C50 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.00p -1.18% 83.50p 82.00p 85.00p 84.50p 83.50p 84.50p 116,108 10:26:21
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 27.1 0.7 0.4 208.8 165.50

Ideagen Share Discussion Threads

Showing 1051 to 1074 of 1075 messages
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DateSubjectAuthorDiscuss
24/7/2017
10:48
Finncap note in reiterating their 108p target price that results were ahead of expectations on all the main metrics: "Consistent strength in delivery Typically impressive prelims are in line with the May trading, pleasantly ahead of prior forecasts: EBITDA of £7.9m (£7.8mE); revenue of £27.1m (£26.2mE); net cash of £4.2m (vs £1.6mE) strong even after adjusting for an abnormal creditor of £0.8m. The year delivered 10% organic growth, enhanced by benefit of four acquisitions in the period, and supported by an oversubscribed £10m placing at 75p, a premium to the then shareprice. Ideagen management’s tried and tested methodology continues to deliver, evidenced by relentless execution at or ahead of forecasts; adding new customers and retaining existing customers; stable margins and increasing cash generation; and increasing visibility through a growing recurring revenue base. Target price 108p reiterated, with unmodelled inevitable acquisitions expected to continue to add to the strong core. Results in line with the May trading update, with continuing improvement in earnings quality through the increase in recurring revenue (£15.5m, up from £11.4m) equivalent to 57% (54%) of group revenue. Recurring revenue growth is driven by the rising base of SaaS revenue (£4,8m), adding to the ongoing maintenance and support from previous, and current, licence sales, given the hybrid model. We push up FY17 revenue expectations +3%, EBITDA unchanged; with net cash expectations lifted to £7.0m (formerly £5.6mE). Group organic revenue growth of 10%, (including proforma performance by the four businesses acquired during the period), was derived principally from 13% organic growth within the core GRC business, representing 84% of group revenue. Revenue growth was accompanied by margin growth, with both gross margin of 89.5% (FY16: 88%) and EBITDA of 29% (28.5%) highlighting consistent expansion, which we expect to continue. Customer growth in the period is encouraging, especially given the strong account management focus to ensure a 97% (FY16: 96%) renewal rate. The board appointments of the Chief Operating Officer and Chief Customer Officer highlight the depth in senior management evident at the June capital markets day, with a further NED appointment expected. The momentum for Ideagen is evident, and we expect the tried and tested formula to continue to generate healthy returns. Target price 108p reiterated."
rivaldo
20/7/2017
10:08
Newly tipped in the IC as follows: "Management at Ideagen (IDEA) were keen to emphasise the value-add from acquisitions made over the full year to 30 April 2017 – not just buying companies for the sake of it, but finding ways to integrate new businesses in a way that enhances their current offering. Revenues for the IT software specialist grew by almost a quarter during the period, which included underlying organic growth of 10 per cent, suggesting that it is not simply inflating its top line via acquisition. But the costs of the strategy meant operating profit fell 30 per cent to £0.7m. In an attempt to boost recurring revenue, Ideagen is increasingly moving from a licencing model towards a subscription-based model. Progress has already been made, with recurring revenues comprising 57 per cent of Ideagen’s total, up from 54 per cent last year. Management expects that this could reach 70 per cent in the medium term. The four acquisitions made in the period were intended to add intellectual property and recurring revenue, as well as vertical integration; with one such example being Covalent – purchased to add a risk management element to Ideagen’s audit management offering Pentana. Analysts at FinnCap expect £9.7m of pre-tax profit in the year to April 2018, giving EPS of 4.2p, compared with £6.9m and 3.2p in FY2017. IDEAGEN (IDEA) ORD PRICE: 83.5p MARKET VALUE: £ 165m TOUCH: 83.0-84.0p 12-MONTH HIGH: 98p LOW: 52p DIVIDEND YIELD: 0.3% PE RATIO: 209 NET ASSET VALUE: 23.4p* NET CASH £4.2m IC View Ideagen has proved that it grow organically and by acquisition. Shares aren't cheap at 20 times forward earnings, falling to 18 times in FY2018. But there's net cash on the balance sheet and good forecast top-line growth. Buy."
rivaldo
19/7/2017
07:20
Nice tip for IDEA here: Http://www.aol.co.uk/money/2017/07/18/2-technology-stocks-for-ambitious-investors/ "Ideagen(LSE: IDEA), a leading supplier of Information Management software, revealed a surge in annual profits earlier today as it announced its full-year results for FY2017. The AIM-listed technology business reported another strong performance for the year to 30 April. It was its eighth consecutive year of sales and earnings growth, with total revenues coming in 24% higher at £27.1m, and adjusted pre-tax profits rising to £6.9m, from £5.7m just a year ago. Fourfold increase The Nottingham-based firm provides quality, safety, audit, performance and risk-management software and expertise and has operations in the UK, EU, US, and the Middle East. With an excellent portfolio of software products, it helps companies to improve operational efficiency, strengthen compliance, and anticipate and manage every detail of risk, helping to reduce costs and improve efficiency. With a market value of £166m the AIM-listed group may be considered small-fry when compared to software giants such as Sage Group, valued at £7.2bn, but it can still boast a customer base of over 3,000 organisations that use its products. These include many blue chip names such as BAE Systems, Emirates Airlines, Royal Dutch Shell and the European Central Bank, as well as 180 hospitals in the UK and US. Despite a fourfold increase in the share price over the last five years, the shares have never breached the £1 mark, but I think this is about to change. With City analysts forecasting a further 28% improvement in underlying earnings for the current year to April, investors should look past the premium P/E rating of 21 and see that this is a price well worth paying for rapid growth."
rivaldo
18/7/2017
22:30
INVH&S tp 92-94.5
bamboo2
18/7/2017
19:08
Thanks for updates rivaldo. Well done (yet again) to DH & staff for delivering an 8th year of earnings growth. Not many companies can claim such a consistent record. Posted this on Twitter...click on the photo highlights the earnings progression. HTTPS://twitter.com/glasshalfull1/status/887354583760109568 Regards GHF
glasshalfull
18/7/2017
11:25
Finncap retain their 108p target. And Techmarketview love the company :o)) Http://www.techmarketview.com/ukhotviews/archive/2017/07/18/confident-ideagen-organic-growth-alongside-buy-and-build-strategy "Tuesday 18 July 2017 Confident Ideagen: organic growth alongside buy-and-build strategy With four acquisitions completed (start the trail here), following a year of abstinence, Ideagen has changed shape but achieved the outcomes it planned for, as revenue for the year to April 30 2017 rose 24% to £27.1m and it met or exceeded key financial and operational objectives. The information management provider who targets regulated industries, is back to pursuing a strategy of buy and build but importantly says it is committed to achieving organic growth too. Indeed it achieved a more than respectable 10% organic growth, the same as in the previous year. The bottom line moved upwards too with adjusted EBITDA up 26% to £6.9m and adjusted PBT of £6.9m, a 22% increase. GRC is the growth engine - and 84% of revenue - and where Ideagen is building scale. The aviation, life sciences, financial services sectors performed well over the year, more than making up for the clinical medical solutions sector which was hit by NHS Trust funding uncertainty. What was particularly reassuring was the growth in SaaS revenue - up 133%, taking it to £4.8m. Operationally it attracted new customers (150 on-premise, 45 SaaS) while also securing extensions with existing customers such as Jaguar Land Rover, DHL and BDO. Management is in a confident mood and GRC is a growth market. "
rivaldo
18/7/2017
08:14
Unless there is a holding RNS we will never know for sure. Hopefully it was a Sell and confirms the recent Seller has perhaps cleared. IMO
pj 1
18/7/2017
08:07
Big buy just went thru 170,000+ Hope it was a buy??? Can't find the dividend rise.
petewy
18/7/2017
07:43
Well pleased with FR from IDEA :-)
cheshire man
18/7/2017
07:27
Extremely solid results, with EPS etc up almost 20% and spot on forecasts. Lots of recurring income makes this a must-have stock for institutions. Good to see a £4.2m cash pile at the year end too. The dividend is slightly above expectations. Above all, trading for this year looks good and the outlook positive.
rivaldo
17/7/2017
21:04
Looking forward to results tomorrow. I follow IDEA on Twitter where there is a short video with Paul Douglas the general manager of terex equipment ltd. The company has sales revenue of $330m and has recently introduced the Q pulse quality management system. Using IDEA's improved Q & S system saves them £10,000 per month. Companies IMO simply cannot afford to ignore these kind of savings. Conjecture only lifts the share price o certain amount. The market will react accordingly to tomorrow's hard figures.
mr doughnut1
17/7/2017
17:26
IDEA's results out tomorrow. Seller turned the tap off this afternoon...offer moved to 83.7p while stock has been available at the mid-price of 83p for 4/5 days now. There's been fairly persistent buying & until this afternoon plenty of stock available. Anyway, that's all background noise. finnCap have the following estimates in place for results tomorrow: - Revenue £27.1m Adj PBT £3.2m Adj EPS 3.2p (18.8% growth) With results well flagged via May's trading update, I'm hopeful that their recurring revenues will have experienced a decent increase following recent acquisitions & also news or update that they appear on track to deliver 33% earnings growth in the current year. Kind regards GHF
glasshalfull
12/7/2017
14:12
I also added heavily to my position yesterday. Plenty stock available. Fantastic cash generation in H2 & looking forward to results next week. 33% EPS growth forecast in the current year while on prospective PER 19. Kind regards, GHF
glasshalfull
12/7/2017
13:36
Topped up at 83.8p. Finals next week Tues 18 July.
fizzypop
12/7/2017
13:18
Inline usually means so drop these days
panic investor
10/7/2017
10:58
Added on expected chart turn 7/10 July. EOD close above 85.25 targets min approx 91
bamboo2
20/6/2017
12:37
nfs13 Jun '17 - 13:08 - 924 of 925 0 0 Getting paid always a worry in Mid East With a software service you just turn it off until you get paid. Simples
panic investor
20/6/2017
11:25
Love one-liner posts which entirely dismiss huge transcontinental land masses :o)) Meanwhile...news: Https://www.ideagen.com/company/news/ideagen-awarded-place-on-g-cloud-9-framework/ Extract: "Ideagen awarded place on G-Cloud 9 framework 20 June 2017 Ideagen is pleased to announce it has been awarded a place on the latest G-Cloud government framework. The current G-Cloud 9 iteration allows public sector organisations – such as the NHS and local councils – to find and compare cloud-based services, removing the requirement for a full tender process." Most interestingly: "Also included in G-Cloud 9 for the first time is Ideagen’s software PleaseReview and Covalent. Both the PleaseReview and Covalent products are two key solutions which were acquired via strategic purchases of PleaseTech and Covalent Software Ltd respectfully."
rivaldo
13/6/2017
13:08
Getting paid always a worry in Mid East
nfs
13/6/2017
09:40
Great bounce back up yesterday. And more overseas work being won (I'd assume this is high-margin work given the location): Https://www.ideagen.com/company/news/al-burhan-airways-work-with-ideagen-ahead-of-airline-launch/ "Helicopter company, Al-Burhan Airways, works with Ideagen ahead of commercial airline launch 11 June 2017 Al-Burhan Airways, Iraq’s only civilian helicopter service, is to work with software firm Ideagen ahead of launching a dedicated commercial airline service. The Baghdad-based organisation will implement Ideagen’s Q-Pulse software as it begins to expand its operations beyond operating as Iraq’s only civilian helicopter service. The company will expand its operations to include international scheduled commercial flights utilising narrow body aircraft to regional and EU destinations. Q-Pulse, Ideagen’s flagship software product for aviation safety and reporting, will enable Al-Burhan Airways to focus on complying to global aviation standards and achieving high customer satisfaction. Ahmed Mustafa, Quality Manager of Al-Burhan Airways, said: “The Q-Pulse software is an important requirement for ABA as we look to apply regulations efficiently, fulfil organisational vision, and gain an advantage over local competitors. “Q-Pulse will be utilised to cover both types of operations and will enable us to ensure compliance with regulations and reduce costs, especially in our first year as an airline start up. “Capturing passenger comments and complaints through reports and surveys will be another avenue of using Q-Pulse to monitor the ABA product delivery to ensure customer satisfaction.” Mr Mustafa added: “Ninety-nine per cent of the required operational tasks are currently completed via a paper based system, which is a time and effort consuming process. Our helicopter operations require minimum use of paper, however that project has shown us the expected workload required to run the planned aeroplane operations – which will be significant. Audits, follow up audits, and corrective actions take too long and require personal integrity and continuous focus to follow up. “This will change after utilising Q-Pulse.” Based at Baghdad International Airport, Al-Burhan Airways currently offers commercial, corporate and private VIP helicopter flights throughout Iraq. “Q-Pulse will increase efficiency and help prompt compliance with safety standards,” said Mr Mustafa. “The system will also help our quality and safety management staff to spend more time on carrying out audits, analysing root-cause, and taking corrective actions while ensuring a systematic standard procedure that all staff will follow. “We should see a real difference in our operations in the next few months, including a new standard library that will be developed which covers specific Iraq CAA regulations, allowing ABA to directly apply Iraq CAA regulations rather than depending on EASA regulations only. "We believe this will enable ABA to become the benchmark and pioneer for aviation safety in Iraq and beyond."
rivaldo
12/6/2017
09:53
Its probably time for the share price to settle into a range for a while.
yump
12/6/2017
09:46
Well a bit of a tricksy maneuver to fill that order.......
samenic
12/6/2017
09:38
Nice top up opp. offered to us last week :-)
cheshire man
12/6/2017
09:30
RNS - good to see Vind LV buying a hefty 1.85m shares to go to 14.21m in total, or 7.17%: Http://www.investegate.co.uk/ideagen-plc--idea-/rns/holding-s--in-company/201706120845017848H/
rivaldo
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