Ideagen Share Discussion Threads

[battlebus2] 02/4/2014 20:13

Thanks Welsheagle that is fabulous news and explains the rise. They will see significant upside like us even at today's price.

[welsheagle] 02/4/2014 20:01

Techinvest have added Ideagen to their portfolio.

[contrarian2investor] 02/4/2014 11:48

IDEAGEN starting its next leg up. The US looks like it could become a catalyst. What do you think?

[yump] 02/4/2014 11:45

Depends what stage you think the business and the share price is at surely - whether there's a stable base or not ?

For instance, doubling+ on CBUY saw me sell out because the business hadn't progressed.

Doubling here - well - put in say an upgraded 2.5p for next year, give it a multiple of around 20 for a consistently well managed business and it might not come back much from 50p.

[big7ime] 02/4/2014 09:27

I'm not bothered about predicting top, an old adage was to leave a small profit for someone else. In my experience never wrong to take profit especially if you've doubled in a yr, it normally comes back

[cheshire man] 02/4/2014 08:41

I was also thinking it has been tipped bb, no doubt we will find out soon enough :-)

[yump] 02/4/2014 08:27

Wasn't expecting it to carry on up. If it was a hyped share I'd be thinking of selling, but its far from one of those.

Learnt to run the winners, otherwise you never get the big ones that cancel out several of your mistakes in one go !

Pretty simple philosophy. If you're a reasonable stock picker and have say 3 good performers out of 10, where the business is actually growing (but you don't know which are going to be really good longer term), then selling them all when they've gone up some arbitrary amount simply limits your profits to that amount.

[battlebus2] 02/4/2014 08:17

Doesn't look like it BIGTIME new highs this morning, tipped maybe?

[big7ime] 01/4/2014 17:20

Have doubled my money here over a year. It hasn't given me too much grief like a few of my hdgs but concern its got ahead of its fundamentals so time was to cash in my chips.

[shrewdmole] 01/4/2014 10:57

p/e of 20 would be high for an established business showing 3-5% year on year growth.

this company are aiming for far faster growth both through natural progression and bolt on acquisitions and with the size of acquisitions they like it seems they can be funded through cashflow so no dilution. therefor a p/e of 25-30 can easily be vindicated. one contract win or acquisition and the numbers change again so its an ever increasing target.

the ceo is an expert in his field too and has the backing of the institutions and the press.

we await more nhs contract wins as per the last rns.

sm

[battlebus2] 31/3/2014 22:26

I think the big news here is the excellent management and their ability to continue this company on a growth path by winning new contracts etc and the respect they have for shareholders in adding value steadily increasing the share price.
The market has recognised this so downside will be limited imv but dyor.

[chizgreen68] 31/3/2014 22:06

I agree yump. I have been lazy and not worked out the current pe, but imagine its a bit ahead of actual profits. That being said, I like the quality of the earnings here and the market is clearly there to achieve the share price (doubling every 3 years) that the CEO aspires to. I expect to hold for another 5 years, at a minimum, and worry less about this share than most others I hold

[shrewdmole] 31/3/2014 21:31

Wait for the big news.

[battlebus2] 24/3/2014 08:26

A few small buys this morning, i wonder did we get a mention over the weekend.

[cheshire man] 19/3/2014 15:24

Ideagen Plc‏@Ideagen_Plc·14 mins
Ever wondered what #ordercommunications means? Read our latest #digitalhealthcare update and find out more >>

[playful] 17/3/2014 23:44

Made a nice turn on this today, but its time out for me..

[pdt] 17/3/2014 20:02

I was one of those that bought today after being alerted about this company through the Midas article. The price has has a good run but having looked at recent results and news releases I feel this is a good entry point as the company gains momentum through recent contract wins.

[glasshalfull] 17/3/2014 18:18

Well done DH and the team!

After highlighting the interesting paragraph of the Midas article, I certainly didn't expect it to turn into a contract win so soon.

They really are building a fantastic reference site which should pay dividends in winning further NHS Trust contracts.

Lovely rise and while I certainly won't knock anyone taking some profit - depends on everyone's strategy/timeframe - this has all the hallmarks of a long term winner.


Kind regards,
GHF

[catsneck2] 17/3/2014 17:09

Real bullish statement, more contracts on the way very soon, renewal rate up to 96% and significant increase in new business for non healthcare.
Wouldn't be surprised to see another decent increase this week sometime.

[tradermania] 17/3/2014 13:52

not followed these, they look interesting