IS Solutions Share Discussion Threads

[dave2608] 28/6/2016 19:39

eps of 8.24 giving a historic p/e of 14 at the current price. Way too low for a fast growing tech company in a fast growing spot.


Here's a quote from an article on the Proactive Investors website.

"Luckily for us nearly 70% of our business is dollar-based. Very little of it is done in Europe,” CEO Kear told Proactive Investors.

www.proactiveinvestors.co.uk/companies/news/127548/is-solutions-sees-exciting-time-for-data-analytics-business-127548.html

So pretty much Brexit shielded and the added benefit that if the pound continues to slide against the dollar, these revenues are being earned in dollars meaning more pound notes when these dollars are exchanged into stirling. Correct me if I'm wrong but the pound falling against the dollar would seem to benefit IS Solutions.

[santangello] 28/6/2016 10:16

Buys showing as sells.....116.5p

[bahiflyer] 28/6/2016 10:10

Well the header showing estimates for 2016 & 2017 earnings estimates needs revising as weve already gone past next years estimates.

Interesting to hear and read the financial 'gurus' saying companies that offer business services and analytical guidance will be much in demand post referendum to help advise them through the uncertainty.

Listening to the CEO's interview on Proactive investors yesterday thats just what ISL do.
No wonder the chairman bought another 40K

[shakeypremis] 28/6/2016 09:15

Being quoted 116.5p to buy at the moment, holding off until I see some movement either way. There could be further falls here and thus an even better buying opportunity may present itself.

There's going to be a lot of money to be made from this share and many others after the markets settle a bit (that could be quite some time however).

[santangello] 28/6/2016 09:09

Charts are useless IMHO, they don't take into account the effects of a Brexit reaction, and announcements like yesterday.On fundamentals alone, and before a well overdue rerating, this stock is absurdly cheap.

[santangello] 28/6/2016 09:04

My buy this a.m not showing as yet...??

[bamboo2] 28/6/2016 09:00

From a chart pattern pov, H&S top has slightly overshot target on high momentum. Could be looking at some consolidation.

[santangello] 28/6/2016 09:00

An artificial market, and share price at present....completely non reflective of value and company strength.There should be a law against stealing these at 117/118p.Patience will be hugely rewarded.

[shakeypremis] 28/6/2016 08:52

With the new EPS of 8.17p versus the previous figure of 1.99p, this is surely due a massive rerate. I'm sure it would be having one without this current volatility and uncertainty.

[rubberbullets] 27/6/2016 09:30

Target Price: 140.0p
Lorne Daniel
020 7220 0545
[e-mail]



An excellent H2 performance and low tax charge sees IS Solutions (soon to be renamed D4T4 Solutions) beat our upgraded revenue and earnings forecasts for the Y/E March 2016, and the Board is confident of another year of solid progress ahead to deliver current market expectations for FY 2017. With global growth in business intelligence and analytics, the group is now entirely focused on data collection and management, seeing strong demand in major projects from the financial services and retailing industries and in dialogue on a number of new projects this year. Driven by licence sales and projects, revenue grew 45% on the 15-month period to March 2015, and adj. EPS more than doubled from 3.9p, to 8.4p (7.8p expected) despite the shorter period. Cash flow was even more impressive, delivering £5.9m FCF and ending the period with £3.4m of net cash thanks to excellent working capital management. The dividend was, as expected, lifted from 0.56p to 2.00p, an attractive yield of 1.8%, and secured with 4.2x cover. We reiterate our forecasts and 140p target price.

[santangello] 26/6/2016 14:34

With such a significant proportion of ISL income being received on overseas conversion, net profit should benefit substantially with the short/medium term heavy sterling falls against worldwide currencies.

I am not concerned about indices, just my holdings....all of which are highly geared to be unaffected on the whole by UK leaving the EU. Some change can be naturally expected, but not enough to give me sleepless nights. I haven't sold a share in over 4 years, I only buy/add.....which I continued to do on Friday.

Added benefit to ISL is results to be announced this week, already confirmed by the company to be significantly ahead, and same for next year. There is not a great deal more to say without sounding rampish, but for the educated and medium/long term holder it will prove IMHO shrewd to add/buy at these levels....and respected commentators will no doubt endorse those sentiments.

[1861andy] 26/6/2016 11:09

Dont think it really does but pretty much every share was going to take a hit no matter whether directly affected or not.

Am looking at this as a bargin price plus many others, Monday could be key as unsure whether we will see a small/med rally or a smaller sell off on shares.

[amt] 26/6/2016 07:42

Andy why does Brexit impact ISL directly?

[dlku] 20/6/2016 08:37

time to rally

[santangello] 17/6/2016 15:04

Numbers leaked ?

[1861andy] 14/6/2016 10:53

This is on my watchlist its all down to Brexit pretty much the whole market is down, if we leave i expect maybe another 5-10% drop. The market is starting to look like its pricing in that we will leave.

Either way this is top-class company and am sure once all this voting stuff is out the way it will head back up!

[santangello] 14/6/2016 10:21

If you want to be successful, follow your researched company, not the market. Following markets is for mugs.

[dave2608] 14/6/2016 10:12

Only 44,343 shares sold, that's 0.119% of the 37 million in circulation, mixed in with 9,825 bought and the share loses 9.81% of its market cap. The mind boggles. I've always been skeptical when people on here mention share manipulation by the MMs but now I'm beginning to wonder.

[santangello] 10/6/2016 13:15

Lol.....I have been averaging up here from around 84p....and have paid 150p lately, but I find that premium on a relatively small amount a bit rich, but an indicator of what comes next.....encouraging.

[santangello] 10/6/2016 12:45

Looking to add 25k of ISL today.....not available online and my Broker went to market and was quoted 141p best.....!!!