Infonic Share Discussion Threads

[paulie1] 03/4/2008 21:13

yeh been promising 9p for what yonks....what now dropped for what reason? its all verywell 9p 16p year after but someone has to buy

[h101] 03/4/2008 12:58

I've put a link in the header and here to .

"At present, the shares are trading on an adjusted (goodwill and exceptionals) PER
of 6.9 times. Given the durable nature of its end markets and the "optionality" on
Sentiment Analysis, we feel that the shares should trade on PER of nearer the
market's 10 times, which would imply a fair value share price of 9p in the short
term. However, for investors taking a longer perspective, the real value in the
business should start to materialise in 2009 for which period the company is
currently trading on a PER of just 3.8 times: winning the rating discussed above
on the resultant EPS implies 16p per share in the longer term."

[h101] 03/4/2008 12:48

You've got to hand it to the MMs, they fool me every time. However with over 5 million reported sales over the last two days, the price has only gone down about 1p. Were they all to be true sales we'd be a lot lower, I think.

[joestraughan] 03/4/2008 11:37

Seems we're wobbling again - where's that buyer?!!

[h101] 02/4/2008 13:29

Yes Joe that's what crossed my mind. Pre-results, we saw some large trades which I deduced were buys. Given the usual speed to mark down even on small volume, I'm surprised at how well we have held up today and yesterday.

Idle speculation makes me think we've an institution or other large buyer mopping up at this price while the "sell on results" brigade move on.

[joestraughan] 02/4/2008 12:24

Certainly a bit of volume action today, especially sells - but looks like mm's have raised bid over the morning - perhaps demand waiting?

[joestraughan] 31/3/2008 16:27

I get the impression that the way is paved for a strong 2008 but the whole market seems set to drift for some time!

[paulie1] 31/3/2008 16:23

so what now for the next few months drift me thinks

[pbracken] 31/3/2008 15:30

Mkt cap is £16.7m, not £13m as suggested.

[volvo] 31/3/2008 15:13

Still the directors take their bonsus and large salaries.I was not impressed.This is still high tech story with plenty of dillution.Better bets elsewhere.

[retford1] 31/3/2008 14:24

Maybe a £13m market cap is about right for now, one for the long term me thinks.

[joestraughan] 31/3/2008 14:24

Sadly, the market doesn't much notice companies with a market cap less than £100m!

[paulie1] 31/3/2008 14:03

the market is overcme with joy and rapture with this...what a reaction,,ie none

[egoi] 31/3/2008 08:11

The bits we 'already knew' look fine. Cashflow improving, revenue growth progressive etc.

Outlook mainly positive and acquisitions possible down the line.

Not so enthralled with the balance sheet it must be said - 9.4 million intangibles rather propping it up, comfortably more than total difference between assets and liabilties. And nearly 100 million more shares in issue than weighted balance used for these numbers - will make profit growth in future less easy.

[barryrog] 31/3/2008 07:58

i agree.
of the £16.2 mill contracts won during the year only £7 mill were reflected in the revenues (£8.8m minus £1.1m).
pretty healthy position to be in - now look out for new contact wins.

[h101] 31/3/2008 07:58

Well these results look like they should put a base line under the share price.

[amt] 31/3/2008 07:41

Excellent results and prospects a re-rating of the shares looks likely.

[barryrog] 31/3/2008 07:37

one of the highlights has to be positive cash flows from operating activities of £2.2 mill considering less than 10% of AIM Cos. are generating positive cash flows.
Revenues up, operating expenses down and £7.5 mill cash in the bank,good start to 2008 - pretty good imo.

[peeyam] 31/3/2008 07:21

The Company is pleased to announce the following preliminary financial results:


• Consolidated revenues for the period £8.8m (18 mths to 31.12.06: £6.4m)

• Total value of contracts won during the period £16.2m (18 mths to 31.12.06: £6.9m)

• Total value of annual recurring revenue at 31.12.2007 £1.8m (18 mths to 31.12.06: £1.1m)

• Revenue growth (versus 18 months to 31.12.2006) 37.5%

• Revenue growth (versus 12 months to 31.12.2006) 49.2%

• Increase in contracts won (versus 18 months to 31.12.2006) 134.8%

• Gross margin 93.6% (18 mths to 31.12.06: 90.5%)

• Operating profit before depreciation, amortisation & exceptional £2.0m (18 mths to 31.12.06: -£2.4m)
costs

• Adjusted earnings per share 0.9p (18 mths to 31.12.06: -3.2p)

[peeyam] 31/3/2008 06:50

Fingers crossed hope is good

[egoi] 28/3/2008 14:49

It's a nice chart (triple bottom, nice recent run of higher lows too) if the results come in as people hope. Net debt will interest me more than profit; and the outlook will interest me more than net debt, just so long as it all looks manageable!

[barryrog] 28/3/2008 13:17

me too.
i'd far sooner that people started buying these shares on the basis of good results, a strong trading update and future growth prospects rather than anticipating a rise so they can immediately 'bail out' for a quick turn.

[paulie1] 28/3/2008 12:33

i am glad to be honest...it always goes up before and then drops i prefer this completely

[joestraughan] 28/3/2008 12:12

I thought we might see some action today - but very quiet!