Ideagen Share Discussion Threads

[jimbobaroony] 19/3/2019 16:36

solid buying today. Wonder if anything afoot? Either way IDEA are a great company and going places.

[jimbobaroony] 19/3/2019 13:16

The news flow of new customers / contracts has slowed down recently.

[chartsworth] 19/3/2019 11:25

Motoring nicely today on volume

[leavers] 15/3/2019 17:02

Apologies for horrible typos. It’s been a dream stock to trade in/out of!

[leavers] 15/3/2019 16:38

This is/has been such a dream stoukto tree in and out of; the underlying story is so good, the earnings relatively predictable yet the stock is volatile. Long may it continue!!

[chartsworth] 15/3/2019 12:35

Bought £7.5k worth on volume this morning...

[davidosh] 11/3/2019 15:06

This is a company that has been followed and backed by Mello investors over the last ten years now but these boards seem relatively quiet. Always worth taking the opportunity to come and meet the company as they regularly do presentations to investors

Anyway....Just to let you all know that Ideagen will be exhibiting and presenting at the Mello2019 event on 16th/17th May



They will be doing two presentations so one in the morning and one afternoon on the Thursday.

More info and tickets here...

[leavers] 25/2/2019 21:34

I bought another 20k at 127p yesterday.

[melody9999] 22/2/2019 10:02

No bad news - great share for long term holders

[leavers] 22/2/2019 00:01

Unless there is bad news out first thing I'm buying more

[ballingarry72] 21/2/2019 19:17

Looks like bad news tomorrow

[jimbobaroony] 21/2/2019 18:02

What is up here?

[speedsgh] 14/2/2019 08:51

Ideagen in strategic partnership to enhance its Customer Success programme -

[wanttowin] 08/2/2019 16:32

someone wanted out, over 41k @ 129p !

[igoe104] 08/2/2019 15:15

6% fall today, my guess is employees cashing in their options with the share saver scheme.

[rivaldo] 01/2/2019 10:44

Canaccord say Buy with a 160p target:

[leavers] 23/1/2019 19:50

They've used the wrong number for EBITDA. The correct number means Ideagen's ROCE is 20%, not the paltry 3.6% hey came up with

[yump] 22/1/2019 23:49

Hmmm. Could get very complicated when subsidiaries have separate logos from the holding company. Nobody will know what anyone is talking about. Its just another nail in the coffin of the English language, but that's just me being an old fuddy-duddy I'm sure ;-)

I'm getting older and more confused. 'New company' is now 'new logo', 'challenging' means 'big trouble ahead', but Brexit means Brexit and Leave means Leave.

[melody9999] 22/1/2019 23:40

I agree Yump - I guess 'new logo' indicates a new company as opposed to another subsidiary of an existing client.

[rivaldo] 22/1/2019 14:25

Finncap retain their 180p target as follows:

Extracts:

"Interims are in line with guidance, as ever, including a boost in activity across the group, particularly SaaS and the US. 8% organic revenue growth was
complemented by 67% recurring revenue (FY18: 62%), growing cash generation,
and a continuing strong track record of acquisitions. The board structure
implemented for FY19 is proving its worth, in delivering continuing operational
excellence in addition to strategic acquisitions as the Integrated Risk
Management market consolidates. Clients won in the period – household names
including GlaxoSmithKline and McLaren Mercedes – reiterate product quality.
Target 180p reiterated as Ideagen continues to lead the sector by example."

"Integrated Risk Management (IRM) remains a strong growth environment.

Enterprise adoption is expected to increase from 30% to 50% by 2021, and Ideagen
products are evidently well received in key verticals: Aviation (300+customers);
Accounting (8/ top 10 UK firms); Aerospace & Defence (7/global top 7); big Pharma
(15/ top 20). The software delivers operational efficiency and quality assurance as
well as exculpating management, delivering much more than box ticking benefits. We
reiterate our 180p target, with the pace of all activity notably stepping up."

[rivaldo] 22/1/2019 11:07

Nice summary from Techmarketview:



Conclusion:

"It was a busy six months for Ideagen, but the outlook for the full year looks positive. The recent acquisitions appear to be performing well, momentum is building in the transition to SaaS business, and it continues to win significant new logos, particularly outside of the UK."

[petewy] 22/1/2019 10:43

Weird piece negating Idea based on ROCE

[yump] 22/1/2019 09:08

Some of the rating is presumably because of the growth in earnings over the last few years. That is forecast to slow, so however good the business, that may have already had an impact, or may still have.

[leavers] 22/1/2019 09:01

Nice results yep. I think only a matter of a more stable global market and a reduction in brexit uncertainty before the shares march back towards the highs. I added £25k a few weeks back at my last post and am more heavily invested right now than I have ever been