IS Solutions Share Discussion Threads

[horgan] 28/10/2015 08:35

Thanks Norbert

[norbert colon] 27/10/2015 21:23

Likely to be the last week in December given the YE has now moved to end of September. With the seemingly great process being made with Cerebrus I am hopeful of a great set of results.

[horgan] 27/10/2015 08:27

Does anyone know roughly when their next results will be?

[santangello] 27/10/2015 08:12

Impressive buying and price appreciation over the last 24 hours........tipped/buy note out ???

[cheshire man] 16/10/2015 15:36

Steady buying going on into the close !

[santangello] 14/10/2015 23:25

More cheeky buys appearing.....

[santangello] 05/10/2015 10:56

Cheers Chesh......I missed that.

[cheshire man] 05/10/2015 10:22

See FinnCap upped TP to £1.15p

[cheshire man] 05/10/2015 08:42

All buy's this morning pushing the share price up, have we been tipped over the weekend at all I wonder ?

[cheshire man] 11/9/2015 12:24

Good end to the week for us here :-)

[saucepan] 11/9/2015 10:03

I was one of the buyers today; adding a few more - building my position on strength.

[santangello] 11/9/2015 09:44

I m adding on the dips....and it's paying off. Great value at these me levels imho.

[cheshire man] 11/9/2015 09:18

All buy's this morning I see and a nice move up :-)

[santangello] 08/9/2015 12:08

....amongst other financials going forward, the lowly p/e was uber attractive.

[penpont] 08/9/2015 10:58

Thanks GHF, that puts them on a fwd PE of 10 and makes them still a buy IMO.

[glasshalfull] 08/9/2015 10:42

Yes penpont, further to my update a few days ago clarifying details of the finnCap upgrade, I now see they are also indicating 18% EPS growth in 2016/17 with 7.4p EPS provided.

Regards,
GHF

[santangello] 08/9/2015 09:23

Maiden purchase today....still not showing ?

[aishah] 04/9/2015 10:57

Shares in IS Solutions (ISS), the AIM-listed integrator of portals, analytics and enterprise content management (ECM), shot up almost 40% today on the back of an 'excellent start' to FY16 (April-August), giving it confidence in FY revenue and profits already being ahead of expectations.

Management said trading in the first five months of the current financial year had built on its ‘compelling finish to last year’, thanks to strong demand for analytics. It secured two new analytics contracts, including one in financial services, which are expected to deliver £4m in the current financial year and over £350k of annual recurring revenue.

It's so far so good with December’s acquisition of consumer data feed business Celebrus, aka Speed-Trap (see here). This has performed ahead of plan YTD, with sales apparently up 64% on this time last year thanks to new wins in the retail and airlines sectors.

Such is the optimism that ISS is now going to invest in a new US office to provide customer service and pre-sales support to its US customers, as well as expanding its UK direct salesforce. All very encouraging. But let’s not forget that only last year ISS was struggling because of its disjointed business with sluggish demand in the portals and ECM space (see here).

Clearly ISS' future growth lies in analytics, which begs the question, is there a future for the portals and ECM business?

[cheshire man] 04/9/2015 10:45

One to hold onto I think

"
Management will also be resuming its progressive dividend policy"

[glasshalfull] 04/9/2015 10:18

Adjusted EPS increased by 40% on the back of today's t/s

Per finnCap:-

"Today’s update reveals that the first five months of the financial year have seen trading progress well ahead of expectations, in particular, two large analytics contracts in the financial services sector bringing £4m of revenue in the year to March 2016, much of it in H1.

Sales from the recent Celebrus acquisition are also ahead of expectations, thanks to increased scale and cross-selling opportunities. These analytics and big-data software projects offer high-margins. While some of this growth had been anticipated, management expects sales for FY March 2016 will now be ahead of market forecasts with profits significantly ahead.

We are raising our revenue target for this year from £15.0m to £16.5m, and our adj. PBT forecast from £1.7m to £2.8m. The FD adj. EPS rises from 4.5p to 6.3p.

Management will also be resuming its progressive dividend policy with interim and full-year payments. In light of this upgrade, we are lifting our target price from 80p to 115p, representing a multiple of 18x current year’s earnings."

Regards,
GHF

[stegrego] 04/9/2015 09:56

Managed to work an order at 68, even though I turned down 65p at 8am. Doh.

If they can say significantly ahead with 6 months still to go, then this doesn't look like then end of upgrades here.

EPS has been upped to 6.3p from 4.5p. That's 40% higher.

You would assume the company is comfortable with that as otherwise they will have to issue a profit warning early next year!