Idox Share Discussion Threads

[rp19] 22/8/2016 19:52

Information/data and its management is key to the majority, if not all, of businesses. The public sector is ground well covered and whilst EIM provides some private sector exposure, hopefully the aquisition will provide new avenues to deliver data management services to other private sector organisations. No nothing of the acquired company itself but Liverpool fc, Everton fc and wetherspoons are clients of a noteworthy scale and in my opinion are likely to benefit from some of idox's services if they can be successfully engaged.

[phillis] 22/8/2016 10:10

strange choice of target company

[alphabeta4] 07/6/2016 10:04

By the way there are some big trades still going on today, makes me wonder of the institutions are still adding to their positions.

[alphabeta4] 07/6/2016 10:01

Personally I think the low dividend is to rip through paying down the debt - nearly £10m has gone in 6 months and on current run rate it's less than 9 months from going completely. Current analyst forecasts don't take into account future acquisitions as it's hard to predict the exact timing and size of these but seeing as the last was in October and it keeps getting mentioned on the updates it wouldn't be a great surprise to see one shortly.
IMHO this will be the big driver of an increase in the share price with the potential to beat expectations (they keep referring to 'at least' on the statements) a sort of added bonus. I note from the technicals the long standing 60p previous high has now gone which can often lead to a decent break upwards with hopefully 60p being a floor if required.
All looks pretty good to me so bought some at 62.75p yesterday.

[clocktower] 07/6/2016 09:54

Good results again but more than fair value now imo. DYOR.

[phillis] 07/6/2016 09:43

the share price graph tells the story well enough

[billcatchpole] 07/6/2016 08:44

you're not a Leicester City fan, are you abarclay?

"Yes we won the league, but we didn't win the fairplay award :-("

Results are very strong -and medium term plans to increase revenue to 100m while maintaining margins. This suggests FY profits increasing from c10m to c25m in the next couple of years.

EPS up 26% and divi up 8%. keeping the powder dry for more acquisitions or a new divi policy? Current yield is poor, but divi covered over 5x by earnings, giving a lot of upside scope for future increases.

[abarclay] 07/6/2016 08:03

organic growth looks pedestrian 5%

[phillis] 07/6/2016 07:55

Have top sliced but on the basis of these results will let the rest ride
Looking very strong going forward

[clocktower] 06/6/2016 18:08

Well done Phillis but it might be a good time for you to take most of those profits before the directors cash in maybe.

[phillis] 06/6/2016 17:27

nice pre results strength
good year for election business

what comes after I wonder

[phillis] 18/5/2016 20:54

would prefer to see some institutional buying but stock availability limited I suppose
this has been a six bagger for me

[andysand] 26/4/2016 13:59

Very interesting breakout on a very undervalued company. Should be some significant rises ahead. Target 70p

[woodcutter] 16/12/2015 11:49

had a nibble

woody

[rp19] 26/11/2015 20:52

Not sure why it has taken now to report, but IDOX chairman buys 200,000 shares in mid October.

[phillis] 19/11/2015 15:00

Not for me to give advice
I had lots at 10p but have been a seller
Still hold some
Good business model but looking expensive at these levels

[eclair] 19/11/2015 11:44

Phillis
I'm only going by the look of the chart. I have no real understanding of the company's prospects. It's been on my watch list for ages and just seems to be gaining some momentum, nothing more than that. I was thinking of buying a few. I take it you would advise against.

[phillis] 18/11/2015 12:42

Eclair
What eps do you have pencilled in for current year?