Jaywing Share Discussion Threads

[p1nkfish] 22/11/2016 19:49

Just had chance to read results. On track. Good debt reduction. A solid hold. Might add on any weakness.

Putting advanced data science at the centre of the business is the right thing to do and differentiates. In time if can also help with the multiple applied and could offer new routes to business.

[p1nkfish] 31/10/2016 19:58

March - May I believe.

[zcaprd7] 31/10/2016 14:29

When are their next set of results due?

[p1nkfish] 29/10/2016 01:17

Well, all I can say is I hope I am just early.
Jaywing don't shout about themselves much and dribs and drabs of sales are not helping.

The updated IFRS9 offering looks very interesting as do their acquisitions.
If they shouted about themselves a little more it would help.

hxxps://risk.jaywing.com/

hxxps://risk.jaywing.com/specialisms/ifrs-9/ifrs-9-software/

[p1nkfish] 01/4/2016 08:45

Nothing more than feeling but am thinking the cycle could be turning and favour the likes of JWNG.

Latest results, customer list, capabilities & TAM are all in line for growth even in less than ideal backdrop to the wider economy.

[julcester] 26/11/2015 13:56

Half year results look solid enough.

[mr macgregor] 23/11/2015 10:27

Intangibles are high at 38.5m cf net assets of 32.2m. It's not necessarily a red flag with this sort of company but the following statement makes me uncomfortable. I'm not confident that the assets haven't been over stated.

Impairment
As required by IAS 36, we have carried out an impairment review of the carrying value of our intangible assets and goodwill. We calculate our weighted average cost of capital with reference to long term market costs of debt and equity and the Company's own cost of debt and equity, adjusted for the size of the business and risk premiums. Based on this calculation, a rate of 10.6% (2014:9.0%) has been derived. This is applied to cash flows for each of the business units using growth rates in perpetuity of 2% from 2019/20. As a result of these calculations the Board has concluded that the carrying values of intangible assets and goodwill on the Group's balance sheet do not need to be impaired and therefore no charge has been made (2014: £Nil).

[p1nkfish] 24/10/2015 01:12

Ready for some fireworks in 2016.
Quiet pbb a very promising sign, tightly held, blue-chip customers that need them.
Only a matter of time before there's more interest as results begin to appear.

[p1nkfish] 26/8/2015 15:19

looks like it

[julcester] 12/8/2015 17:10

Henderson have accumulated. Did they mop up the exec directs buy?

[p1nkfish] 07/7/2015 08:45

Geared for substantial growth is the way I read it.

Like the emphasis on Big Data and Analytics. Differentiators and can be scaled on the Cloud at potentially smaller incremental cost than might be expected.

[morkandmindy] 07/7/2015 07:55

Have purchased a few this morning on the strength of the results.
Looking good going forward IMO.

[julcester] 07/7/2015 07:39

Strong results.

[p1nkfish] 06/5/2015 21:44

Won Ann Summers.

[mirabeau] 19/3/2014 13:24

Another similar company to this about to float is Matomy Media. An Israeli digital marketing company. Trading profitably since 2007. List's end of March

[daneswooddynamo] 19/3/2014 13:22

Turning out nice again

[warranty] 27/1/2014 07:20

It's being E Mailed via some of the tip sheets ( Faraday) etc so the bounce is probably down to that. Expect it to fall back over the next month or so.

[panamabob2] 25/1/2014 18:20

Nice steady buying over two days.This is acting as if something is brewing.Hope its strong stuff.

[corrientes] 22/1/2014 17:37

A bit of activity today. Now above its recent high.

[andrbea] 10/1/2014 11:59

blue-sky territory?

[corrientes] 10/1/2014 10:57

Glad I bought in early yesterday.

[corrientes] 10/1/2014 10:57

Glad I bought in early yesterday.

[battlebus2] 10/1/2014 10:51

Yep sold out all but 500 shares, looks like they have acquired something or they are being acquired.