IS Solutions Share Discussion Threads

[santangello] 06/1/2016 09:43

as a side observation and to reinforce the lack of stock and short term direction of these gems.....to reinvest just 50% of my received dividend was receiving a quote of 3p over the quoted offer and the NMS was ridiculous...but very encouraging on the other hand.

[santangello] 06/1/2016 08:31

Nice fat dividend received today, and now xd expired should see buyers return and no doubt dividends being reinvested here ?

[santangello] 30/12/2015 14:14

Well I have managed to add a few through multiple trades....and although I substantially hold, I wanted a lot, lot more....very disappointing.I haven't seen them tipped in the mainstream, however, I do expect them to be leading up to 2016.Not a bad day thus far.

[gargleblaster] 30/12/2015 12:51

Or has it already been tipped somewhere - Techinvest obviously likes them?!

[tech] 30/12/2015 12:01

Next leg up

[santangello] 30/12/2015 09:50

Strong buy indicator.....I cannot even fill or kill to buy 2,500 T+2 today at 1p OVER the offer.......

Bouncing nicely off the platform whilst xd....all very positive indeed.

No doubt will be tipped for 2016 ?

[norbert colon] 07/12/2015 14:06

Adam

Not sure if this fully answers your question but I recall from previous discussions with mgt that revenue recognition for perpetual sales are typically 85% in-year and then 15% ongoing. Term licence deals are spread equally over the term i.e. 1 year etc. Dont have my notes handy re: % of recurring revenue etc.

One thing I thought it worth highlighting here for investors is that Speedtrap Holdings had a big tax loss that was inherited by ISL on acquisition, hence ISL's tax rate going forward will be reduced to 10% until the losses are used up. A nice additional to the bottom line.

[adamb1978] 06/12/2015 16:07

Hello

I recently came across ISL and mostly like what I see. However one potential big risk which I haven't been able to get comfort on yet is the composition of the revenues and, in particular, how lumpy the project work is.

They said in their recent results that they signed two deals which contribute £4m of project revenues but then only £350k p.a. recurring thereafter. So if these figures were typical, then one 'project' for a customer is equivalent to 6 ongoing, recurring customer relationships. Their project revenue has really ramped up in the last year or so and therefore I'm just trying understand how sustainable this is, and/or whether it will lead to a ramp in recurring revenues (which it doesn't seem to be doing at the moment).
Thanks
Adam

[santangello] 04/12/2015 15:44

....was on the phone with my Broker just, adding another 10k, when he called a 50k buy going through.....great investor appetite here and looks like the 115p target will get taken out and without doubt revised upwards in the short term ?

[santangello] 03/12/2015 14:38

.....and the RNS confirms the large purchase. Nice to see an Institution seeing value at these levels.

[santangello] 03/12/2015 09:27

Nice to see the bid price supporting those mid price trades revealed today....pointing towards buys.....further encouragement.

[santangello] 28/11/2015 17:17

HARGREAVE HALE adding again (that's 885,000 reported on Friday), on behalf of discretionary clients.

Very positive week, with lots of stock being hoovered up.

I'm not to hung up on 115p target, I feel that will be uprated with the almost certain acquisitions and contract wins due in the short term.

Well done GHF, your courtesy is respected.

Personally, I haven't sold a share in my entire Portfolio for at least 4 years now.....and added another 33,500 ISL this week alone.

Further good luck to all holders.

[glasshalfull] 27/11/2015 13:04

Courtesy to say that having doubled my money on investment made in August, I've taken half my holding off the table. Simply think it's at fair value c.100p at this time.

Remainder now in for free and tucked away in ISA's.

Regards
GHF

[santangello] 27/11/2015 12:19

hxxp://www.shareprophets.com/views/16704/zak-mir-s-bull-call-of-the-day-no-1-is-solutuons-120p-price-channel-target

[santangello] 27/11/2015 09:00

Indeed.......and it is very encouraging to see too, coupled with the Institutional buying with a Director buyer too......sends strong buy signals out, and breeds even more confidence.

[firtashia] 27/11/2015 07:25

Looks like we just found out who bought McDowell's shares.

[santangello] 27/11/2015 00:44

On balance, with positive traction in the sp, that his stock, and perhaps the other trades at 98.5p have been hoovered up.RNS due ?

[goosegreen] 26/11/2015 16:54

Scottishfield

McDowell sold 500K yesterday (RNS)
His balance was 2.5M
Possibly today's trades?

And if so who is buying?

Jon

[glasshalfull] 26/11/2015 16:41

Anyone have a suggestion for a new company thread next week?
These have put on 10% in the week ;-)

Pleased to see a number of respected posters invested here.

Regards
GHF

[scottishfield] 26/11/2015 14:41

think they were fm yesterday (or some were anyway) goosegreen imo, look like buys to me. I added today.

[goosegreen] 26/11/2015 14:37

Looking at this mornings trades (by clicking on the last sale price on the share monitor)it shows 4.5M shares bought/sold.

Any ideas as to what is happening as this represents over 12% of the shares in issue?

Could there be some double reporting?

Jon

[santangello] 25/11/2015 08:09

Nice to see 100p reached......

[battlebus2] 25/11/2015 07:38

Director showing his confidence at 97.75...

The Company was notified on 24 November 2015 that on that date Peter Simmonds, Chairman of the Company, bought 50,000 ordinary shares of 2 pence each in the Company ("Ordinary Shares") at 97.75 pence per Ordinary Share.

Following this transaction, Mr. Simmonds is interested in 141,500 Ordinary Shares, representing approximately 0.39 per cent. of the Company's total issued ordinary share capital.