Ideagen Share Discussion Threads

[kemche] 17/3/2014 13:20

The following was posted after the half year results - so still everything to play for. IMHO I think the year end results should make for pleasant reading. DYOR etc.


kemche 14 Jan'14 - 08:49 - 239 of 303 0 0 edit

Note that MSS only contributed revenues for 4 months since its purchase in July 13. Pentana was purchased after these results so should add for a period of 5 months to April 14 so the second half weighting of circa 61% to meet full year targets looks easily achievable. And that is at a constant run rate without new orders. As for new orders I think this should help:

dart/KW selected by a number of large foundation trusts expected to generate NHS software revenue growth in H2 and beyond
· Entry into the UK Nuclear sector with contract win at National Nuclear Laboratories (NNL)
· Strong account management and customer retention resulting in support and maintenance contract renewal rate increasing to 96%
· Significant increase in new business pipeline for non-healthcare sectors

Add in savings from back end synergies and the full year targets seem eminently achievable. So tickety-boo is where we are at.
All IMHO/DYOR etc.

[philanderer] 17/3/2014 09:34

I`ve lost count of the number of my shares that I`ve had on my watchlist and have then been tipped. Too slow as usual.

Luck to all you holders :-)

[yump] 17/3/2014 08:56

No way I'm selling any. When you look at how secure the price has been since January and that was on a p/e of about 20 for the year that's close to finishing. Very shortly, attention will move to the next year, its forecasts and outlook.

Some companies maintain a premium rating and its usually based on the quality of the business. Some have it, many don't, although they look like they do for a while, because the share price jumps, which some people take to be a reflection of the business.

[petersmith3] 17/3/2014 08:21

Check out KIBO rns just out (LITHIUM)

Louis Coetzee, C.E.O. of Kibo Mining, commented:

"The report released today demonstrates the strategic importance of Haneti and its potential to deliver considerable opportunity to the company going forward making the project one of the Company's key assets. Results from the 2013 exploration programme at Haneti, when integrated with prior historical work undertaken, demonstrate the high degree of prospectivity evident on the ground. Haneti provides Kibo with exposure to highly attractive nickel, gold and Platinum Group Metal targets; and now, potential strategic metal opportunities with lithium and niobium prospectivity.

We are thankful for Votorantim Metals joint venture funding of the 2013 Haneti programme which was completed at no cost to Kibo shareholders. The prospectivity confirmed in the report is exciting for the Company and shareholders, and we intend to move forward with the key steps outlined above in a disciplined manner to unlock the potential value for shareholders.

[battlebus2] 17/3/2014 08:12

Took a few out of the game but keeping the rest.

[stegrego] 17/3/2014 08:11

Trying my hardest to sell into this, but they don't seem to want shares.... Really, I wonder why.

[battlebus2] 17/3/2014 08:07

I know Simon, what to do? Ride it out for 50/70p in a years time or take a few profits incase we fall back a tad. I hate those decisions!!

[painter] 17/3/2014 08:04

Well that some price jump!!

[simon gordon] 17/3/2014 08:03

32% rise is crackers.

[battlebus2] 17/3/2014 08:03

What is it the young folks say...BOOM :))

[battlebus2] 17/3/2014 07:38

Maybe a rising share price lol?

[yump] 17/3/2014 07:28

Crikey, I've bought into an AIM company that wins contracts AND tells you their value AND tells you when there are more about to happen. Whatever next ;-)

[battlebus2] 17/3/2014 07:05

Didn't take long to announce the new contracts with more to come shortly :))

David Hornsby, Chief Executive, commented: "I am delighted that the Group has been selected to deliver critical capability to these two important NHS Trusts. The NHS remains an extremely strong market for the Group as the Government's strategy for a paperless NHS by 2018 gathers real momentum. These deals represent further validation of the Group's strategy and we expect to announce further NHS contract wins in the near future."

[catsneck2] 16/3/2014 13:53

Midas tip shouldn't do any harm, hopefully push it on to another level. With consistent contract wins this looks an easy doubler from here.

[catsneck2] 16/3/2014 13:53

Midas tip shouldn't do any harm, hopefully push it on to another level. With consistent contract wins this looks an easy doubler from here.

[aughton 3] 16/3/2014 12:25

No one seems to have noticed they have a new issue floating tom as well

[battlebus2] 16/3/2014 10:37

No need for hopefully GHF we should see 20% added tomorrow on the back of this.
These are still relatively unknown by investors until now.

I also like the part about supporters thinking these could hit £1 and there's me thinking i was optimistic expecting 50p :))
Glad i put these into my stock challenge holdings.

[glasshalfull] 16/3/2014 10:04

Thanks for flagging philanderer.

I particularly liked this part:-

The group is expected to announce two major contracts imminently – Birmingham Children's Hospital Trust and the Heart of England Trust, which comprises four hospitals and is one of the biggest in the country. Ideagen has already started to implement software systems at other English trusts and more big wins should come through this year and next.

Onwards & (hopefully) upwards!

Regards,
GHF

[battlebus2] 16/3/2014 00:00

Thanks philanderer, lovely jubbly another share I hold tipped by Midas :))
Can only help us on our way.

[philanderer] 15/3/2014 23:12

MIDAS SHARE TIPS: Software firm Ideagen a picture of health as patients' files go on computer

Midas verdict: The debate about electronic health records for research purposes rages on, but Ideagen's systems are completely different, simply allowing trusts and GPs to access their own patients' records easily.

In the past, the NHS turned to big US firms for IT support. That did not work and trusts are now recognising the virtues of smaller, home-grown companies. Ideagen supporters believe the shares will hit 100p over the next few years. Buy and watch them grow.


Read more:

[cheshire man] 04/3/2014 09:49

Today 4 March 2014





IDEAGEN the supplier of information software management that serves highly regulated Industry's and operators announced a Trading Update this morning that once more confirms things are on track.



As a former subject in the weekly column, it is good to see this one announce that second half trading has continued in a recent vein, with a significant increase in contract wins from the commercial sector.



While the first half was impressive with NHS contracts delivered, the subsequent period has seen new contracts won including RWE a top tier European Energy supplier along with a leading Netherlands Insurance Company and BTG a US based specialist healthcare company.



Furthermore, the second half should also benefit from continued commercial wins, along with further strength within the NHS.

The company expects to announce further significant contracts within the NHS area over the next two months, adding that the latest win was that of Guys and St Thomas NHS Foundation.



As I have noted here before, the board has done remarkably well integrating acquired businesses, which can usually take time and inevitably go through a teething process.



With a strong mix now emerging from the likes of the NHS and US Health Providers along with a growing spread into the commercial sector, Ideagen is, I feel, worth of my continuing monitoring.

The shares are up a penny this morning at just north of 33p.

[molatovkid] 04/3/2014 08:54

Just bought in....