||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Idox Share Discussion Threads
Showing 4201 to 4221 of 4225 messages
|una hija de chingada.
Google translate not so good eh?|
|Non. sin cojones.
feminino como la puta quien es.
|Phillis es una hija de chingada|
|KC doesn't want to stay for the ride|
|Small boost to revenues and margins from a snap election on 8 June - every little helps...|
|Video of presentation by Andrew Riley, CEO for PIWorld on 21.2.17
Introduction - 00:16
History of idox - 1:09
Idox today - 02:07
Renewed focus on the public sector – 04:40
Acquisition of 6pm - 04:45
Idox business model - 09:45
Services to Local Government- 11:40
Local Government market share - 13:56
Idox customers – 14:38
Financial highlights (year ended 31st October 2016) – 16:10
Summary and outlook – 17:57
Q&A – 19:23|
|With the AGM coming up on the 24th February, I hope all private investors who hold IDOX shares will go along and complain about the recent placing that diluted you and enabled institutions to pick up shares cheaply when you could not. Call me on 0208-295-0378 if you want more information or need a proxy to gain admittance.|
|heavy trading today?|
|PI World have arranged a presentation by IDOX on Tuesday 21st February, afternoon. Central London. (Together with Creightons (CRL) and Cohort (CHRT).)
If you'd like to join us to hear them speak, email firstname.lastname@example.org (although places are limited.)|
|Boros10, IMO two things need to change in this regard:
1. Shareholders should not dis-apply preemption rights routinely at each AGM. To an extent, they've really only got themselves to blame if they do.
2. Regulations should change, so that only shareholders not conflicted by participating in the placing may vote to authorise the shares issuance on a pre-emptive basis.
In this instance, the issuance was sufficiently large that it required a GM. However, there is no realistic possibility of objecting, as those voting FOR will be the conflicted beneficiaries of the discounted issuance. Note that HH are defined as a 'related party' under AIM rules, but all that means is that the conflicted Nomad has to give them the Nod. If it was a premium listed company, they'd be barred from voting, so what's the difference on AIM?|
|Maybe a good time to take profits and let those that stumped up the funds for the acquisition run with it for the time being, or they may be taking their profits sooner rather than latter.
Expensive acquisition and this one could be the one that does not pay off, DYOR.|
|I am also annoyed at the absence of an Open Offer. A deeply discounted placing represents a straight transfer of value from private investors to the institutions. I tried to participate in the accelerated book build without success. I was told that priority had been given to existing institutional shareholders. Really galling. Its why I prefer companies that are able to grow organically. I made an exception here because Richard Kellett Clarke had undoubted ability and was private investor friendly. Yet to form a view on his replacement. The acquisition looks expensive if you add in the corporate bond debt. The headline numbers in the final results look good but free cash flow was poor. Receivables were up heavily. I may have missed it but I can't see any commentary explaining the poor FCF. Nothing in the N+1 Singer note either. At least the Company now only adds back amortisation on acquired intangibles to calculate its adjusted EPS. A big improvement on its previous practice of adding back all amortisation including that arising on capitalised software development costs.|
|Snn had something a couple of weeks back where as part of the deal all holders at the time of the rns got the chance to get 1 share for every 14 held at a fixed price. It was a nice touch especially seeing as they've gone up 30% since.|
|Phillis: well I bought some at 6.65p so I had a ten bagger yesterday but not this morning. But they do not have to rely on lots of small investors if they do an Open Offer alongside a Placing - they just need to have enough shares available to satisfy demand. Other companies have done this with no difficulty.|
|Shame us small investors are being diluted. It probably explains why P.Lilley doesn't reply to me (depechedmodem)on Twtr
I've enjoyed recent OO/RI's with MRO/SKS.
Ah well, diluted or not, 100p by Xmas 2017?|
Agree but if you were a CEO you would not want to have to rely on hundreds of pi s
You could have probably bought in the market this morning at around the placing price as Idox's brokers were obviously in the market yesterday afternoon pushing up the price to 70p
This business gets most of its sales and profit growth from acquisitions
Amortisation of goodwill is therefore a real charge to the P&L so I wish they would stop focussing on Adjusted eps and stick with conventional eps
Of course this has the disadvantage of making the business look fully valued and we dont want that do we!
I have been in this since 10p and although I have topsliced a bit, I remain along for the ride|
|Yes but I am being diluted without the option of taking up shares, at what is likely to be a discount to the previous market share price - at least the reaction of the share price today indicates that!|
|R-L, If they do as well with this addition as they have with others in the past then it can only be positive in the longer term, or take profits and re-visit.|
|Double Post error.|