Kewill Systems Share Discussion Threads

[erpguru] 13/11/2007 07:58

Outlook

The progress made in the first 6 months of our financial year gives us
confidence in our outlook for the full year. The credit crunch that has
affected global financial markets over the past few months does not appear to
have impacted our markets to date. The move we have made towards offering more
products using the SaaS model and thereby securing recurring revenues of 50% and
repeat revenues from existing customers of 29% of total has helped to even out
the yearly revenue profile of the business with greater visibility of revenue
and profit between the two halves of our year. Historically our results have
been weighted more heavily to the second half of the year. Our success in this,
along with our robust order book and pipelines, enable the Board to have
confidence in the outlook for the full year.

[tullynessle] 08/11/2007 16:03

Article from kewill about the opportunities in China.



+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++


Viewpoint -- China Next Door
Trading with China has been going on for centuries, but the realities of today's global economy result in China not only being next door but also knocking on your door.

By Brian Hodgson, Vice President, Marketing, and Evan Puzey, Global Vice President, Product Management, Kewill Systems Plc.
Nov. 7, 2007 -- Today's geographical and geopolitical climate presents many challenges to supply chain professionals working with China. The challenges include:
• Distance by freighter from the port in Shanghai, China to Long Beach, Calif. -- 5,810 nautical miles
• Nationalist versus a capitalist government structure
• English versus Chinese languages
Despite these challenges, the opportunities and growth of international trade are exploding at an unprecedented rate. The following numbers illustrate the growth of the much talked about U.S./China trade relationship.
• In 2006 U.S. exports to China last year totalled $55.2 billion and U.S. imports from China totalled $287 billion
• Since China joined the WTO in 2001, U.S. merchandise exports to China increased 187%. During the same period, U.S. exports to the rest of the world grew 38%.
The monumental changes in these numbers should be characterized as a surge.
The Surge of Trade Regulations & Logistics Service Providers
In addition to the meteoric growth in global trade there is a parallel rise in companies willing to help facilitate international trade and countries' trade regulations. In 2006, U.S. companies spent $170 billion on third party logistics.
All of this activity is significantly increasing the volume of global trade as stated above and there is no reduction in sight, even given the significant increase in pressure from environmental lobby groups who protest against the negative effect on the environment driven through our constant desire to have manufactured, processed and fresh goods available from overseas.
However this environmental pressure should not be overlooked as it is global in nature. In the global retail sector in particular consumers are being driven to make their mark most effectively by turning away from imported goods with high 'green miles'. The trade-off in locally produced goods versus environmental impact of offshore products is adding another layer of complexity to the supply chain. This is countered by an accelerated regulatory environment. Customs and compliance requirements which were starting to relax up until five or more years ago, have responded to the geopolitical changes in the world with border controls being strengthened.
The introduction of the U.S. regulations such as C-TPAT and Sarbanes-Oxley are putting significant pressure on U.S. companies' ability to react and take advantage of these market opportunities.
Furthermore, today's cost effective market is giving rise to the next generation of our competitors who through global trade can reach our own home markets.
The need to keep up with the dynamics of an ever changing global economic environment and the complexities of legislative governance unique to each and every country is critical and failure to do so can carry significant penalties or even lead to the demise of the business.
Accelerated global trade which drives a need for high velocity and lean supply chains bumps up against heightened regulatory changes which are designed to minimize risk. So how do we go about ensuring the benefits that we saw in buying from or selling to a market overseas is not eroded through the additional lead times, workloads and risks involved in global trade?
Extending supply chain processes, information and connectivity is critical to the future of any company reliant on global trade. This is made even more difficult with the growing number of participants in the supply chain including the outsourced manufacturing supplier, freight forwarders, customs brokerage houses, importer managing logistics and finally the retailer.
Supply Chain Technology
In the past we have seen initiatives like Supply Chain Collaboration (SCC) and Supply Chain Event Management (SCEM) promise significant benefits right across the extended supply chain. However, these like so many other initiatives have failed to deliver. Why?
The answer is relatively simple but has been so difficult to achieve, at least until now. These initiatives were all biased on the large U.S. multi-national being the supply chain master. Few businesses were in a position to deliver the information, connectivity and visibility required to take them from great sounding acronyms and turning them in to real improvements in the supply network delivering cost benefits, reducing supply chain complexities and positively impacting companies' bottom line.
The information required has always been present in employee knowledge, emails, and systems or on voice mails but unfortunately completely disseminated across departments, organizations, companies and continents. How do you take information, much of it not available electronically, filter it and analyze it so that the user could derive a real benefit from its availability. More importantly how do you get all the businesses and government agencies involved in the process to accept the idea of sharing information electronically?
You make collaborating, connecting and sharing easy for everyone, big or small, business or government. This is becoming a reality today, solution providers are moving to offering their solutions in a Software as a Service (SaaS) environment with access via the internet so that even the smallest players have access to a solution.
Even today's rapidly expanding manufacturing nations are bypassing 30 years of systems learning curve and moving directly to the latest technologies to ensure they can fully satisfy their customers through a value added service that justifies an increased price helping them to develop their businesses and nations even further. This is even more prevalent for the service providers in the supply chain like Logistics Service Providers (LSP's), 3rd Party Logistics Providers (3PL's), Customs House Brokers (CHB's) and Freight Forwarders, all who are facing more competition based on the growing global trade market and have to offer further value to their customers to stop them moving to a competitor.
Expanding Opportunities
Trading across the oceans is not new, ships carrying goods between countries have been sailing the high seas for hundreds or thousands of years. However, with the advent of instant communication, the ease at which people travel the globe, we are getting closer to a single virtual continent. The complexity of managing the trade has not decreased as the physical and regulatory worlds are a still accelerating. However, the market opportunity has never been greater.
Today, we have an increased range of transportation modes to choose from enabling a broader range of goods to be traded more widely, but the world is continuing to change and the problems faced hundreds of years ago are still prevalent today, they just happen more quickly and in greater volume.
Trading with China has been going on for centuries, but the realities of today's global economy result in China not only being next door but also knocking on your door.
The difference is today we have the ability to reduce the impact of a more globally complicated supply chain and everyone in the supply chain is focused on making this happen.
Brian Hodgson is vice president of Marketing and Evan Puzey is Global vice president of Product Management at Kewill Systems Plc. Kewill provides software focusing on business integration, order management, transportation management, international trade logistics, service logistics and visibility solutions for global trading communities. www.kewill.com

[oakco] 07/11/2007 00:48

Plenty in the pipeline at Kewill.
Daily Mail 17 Oct.
by Ian Lyall.

The software systems supplier, whose customers include M&S, seems to have a small but growing City fan club.

Management has proven adept at sewing toghter a lost of small aquistions, and has begun to find cross selling opprtunities. A strong pipeline of work bodes well for the future, while 5m in the bank means it can continue to do deals.

Shares (at 93p) look undervalued, trading at 13x prospective earnings, which represents a significant discount to the sector.

The firm has returned to paying a dividend after an 8 year absence, and analysts have started valuing the company on fundamentals, rather than harking back to it demise as the dotcom bubble burst.

The company pays significantky less tax than rivals, has risen a third in the last year, brokers reckon there is headroom for them to advance by the same amount in the next year.

VERDICT: Buy

[slapdash] 06/11/2007 15:27

hmm... results this coming Tuesday... I think they should be ok.... stock should do ok too... hopefully we can get above and sustain a level of £1+

new high by the way gents...

Slapper

[zimzoot] 25/10/2007 13:29

results out 13th Nov
expect Kwl to break £1

[vmjmurphy] 25/10/2007 13:10

Just quiet here, that's all ...

[vmjmurphy] 24/10/2007 12:44

Very quiet here ...

[zimzoot] 17/10/2007 16:26

Today Daily Mail

The Analysis Column:
*Kewill (KWL) – Buy.

[erpguru] 17/10/2007 03:41

interesting did not drop. seems poised to make a higher high. probably some sellers at 100p.

[slapdash] 16/10/2007 20:37

the above statement should underpin the stock but I was disappointing at today´s trading and the late fall... some sellers coming out of the stock evidently.... be great if Investec can see this become better valued...

slapper

[slapdash] 16/10/2007 18:51

16 October 2007


Kewill Systems plc

Trading Update



The Board of Kewill Systems plc (LSE: KWL) ("Kewill" or "the Group"), the
provider of software and solutions to enable dynamic supply networks, today
issues the following update on trading for the half year ended 30 September
2007, in advance of its Interim Results due to be announced on 13 November 2007:

"We are pleased to announce that our first half results are expected to be in
line with management expectations that Kewill would deliver significantly
improved revenue and profit on the same period last year. Furthermore, we are
confident in our outlook for the full year.

Our established businesses have continued to grow, as have the new businesses
that we acquired during the full year 2006/7 as reported in June.

We are also on track with our plans under the initiative "One Kewill" and are
seeing good examples of cross-selling between divisions, the integration of
businesses within geographies and the launch of new products for global
deployment.

As we enter the second half our order pipelines are robust and, combined with
the growing share of revenue from hosted solutions (SaaS), give the Board
confidence about the outlook for the full year."

[richest1] 13/10/2007 11:00

you're telling me..like watching paint dry

[tratante] 12/10/2007 17:59

this share never gets over excited does it!

[slapdash] 12/10/2007 11:54

so where is this ruddy trading update... slapper

[richest1] 11/10/2007 09:21

Where does the price go from here..forcast it slap et al...

[slapdash] 11/10/2007 08:28

ur thanks.... slap

[drewz] 10/10/2007 23:22

Oh God, Slapper is here. Must be time to sell.

[slapdash] 10/10/2007 23:07

also share price is at one and a half year high!!! Bring it on... Slapper

[zimzoot] 10/10/2007 13:29

nice one! :)

[slapdash] 10/10/2007 08:30

RNS Number:4419F
Kewill Systems PLC
10 October 2007


Kewill Systems plc
Press Release
Corus cuts through international trade reporting requirements with Kewill

Sale, 10th October 2007 - Corus International, the global supply chain service
business focused around steel, is implementing a solution from Kewill, a leading
provider of global trade management solutions for the dynamic supply network.
The solution will manage the administration and compliance associated with
moving goods across international borders and will speed up the processes
involved in getting products to market and reduce costs.

Corus International will be using solutions from the Kewill Customs Exchange
portfolio including the leading export documentation solution, Kewill SPEX, and
its associated Customs reporting modules. This will ensure Corus acts in
accordance with local export government shipping controls and addresses
requirements for each market they are exporting to.

Corus chose Kewill because the solution offered a number of key business
benefits including a reduction in the administration associated with completing
documentation and a cut in costs associated with checking compliance against the
fluid legal requirements of individual countries, which include the UK, USA and
UAE.

Graham Royle, Information Systems Manager for Corus International, said, "As a
business, Corus International has extremely ambitious growth plans. An internal
review concluded that a number of our legacy business systems had reached
end-of-life and no longer fully supported the future requirements of the
businesses. They had therefore become a barrier to achieving our strategic
goals".

"We needed a modern world class flexible export documentation system that would
integrate with our new ERP system and allow us to leverage enterprise wide
dynamic information for greater efficiency and competitive advantage. We also
wanted to work with a partner with large systems deployment expertise,
international reach and a comprehensive knowledge of complex trading
applications".

Jacquie Boast, Chief Marketing Officer and COO Kewill Business Integration
commented, "Many of our customers have experienced increasing workloads
connected to security, political and environmental factors and these were
pushing up costs for Corus. Our solutions enable companies such as Corus, whose
business is dependent on global trade, to address their reporting obligations,
reduce the risk of falling foul of often complicated legislation whilst
simultaneously cutting the time goods are in the supply chain."

[slapdash] 09/10/2007 21:47

so when is this ruddy trading update... slap

[oakco] 05/10/2007 09:32

Interesting RNS...

[thebullyboy] 03/10/2007 13:58

Trading update may take it above 100p.