Kewill Systems Share Discussion Threads

[pre] 30/1/2008 18:32

yep....but look at that 450,000 buy...somethings afoot and someone is accumulating bit time:-)

[slapdash] 30/1/2008 10:53

reasonable amount of buying but little stock price movement...

obviously a negative lag here...

slap

[pre] 29/1/2008 15:37

ho ho...someone's confident....40,000 buy:-)

[pre] 29/1/2008 09:15

nice string of buys coming through.....

[slapdash] 28/1/2008 11:08

given its position in its market I think this is a takeover candidate 'at some point'.

it could be a year it could be five years.... I don't think anyone knows of anyone who is looking to buy it say next week but strategically it will probably be bought by someone like SAP or Orcacle at some point...

slap

[pre] 28/1/2008 08:57

extract from yesterday's daily mail...

'....But this business is more dynamic than most and City brokers believe that the price should be nearer to 125p. The group is also a likely bid target as the IT industry is consolidating fast. Buy...'

[pre] 28/1/2008 08:10

possible bid target then per daily mail tip?

[drewz] 27/1/2008 19:58

Midas share tips: Kewill Systems and Ridge Mining
Joanne Hart, Financial Mail
27 January 2008

Kewill Systems makes it easier and cheaper to move goods from A to B. The software company has three main divisions and each is involved with transporting parcels, products and other supplies from one place to another.

The first division is based in America. It makes software that helps companies such as Gap find the cheapest and most effective way of transporting customer orders. This side of the business has 3,000 clients.
Kewill also has an international trade division that helps companies such as DHL and UPS make sure they are up to date with their customs information.

These logistics giants ship thousands of parcels round the world every minute and every time they enter a new country, the goods must have the right customs data ready. Kewill has developed software that allows these companies to do this work electronically and the business operates in Asia, Europe and the US.

Trade is busiest in Germany, the Netherlands, Shanghai, Hong Kong and Singapore, as well as the East and West coasts of America. Kewill is present in all these places and in British ports, too.

The company has a third division that connects supermarket chains such as Sainsbury's and Tesco with their suppliers, allowing both sides to send orders and invoices electronically.

Kewill is run by Paul Nichols, who has been in IT for his working life. The group released a statement last week saying that it has made good progress and was confident about the future. The company derives half of its turnover from maintaining and updating existing systems, 30% from new business with existing customers and the rest from new business with new customers.

This reliance on existing customers gives Kewill a defensive edge. The group is also benefiting from the growth in internet retailing, as more goods are being posted to consumers than ever before.

Kewill is helped, too, by the general expansion in international trade. This is predicted to grow by eight per cent a year for the next few years, which means more companies will require Kewill's software systems.

• Midas verdict. Kewill shares have fallen from more than 100p to just 79p, hit by the general market aversion to small companies.

But this business is more dynamic than most and City brokers believe that the price should be nearer to 125p. The group is also a likely bid target as the IT industry is consolidating fast. Buy.

[slapdash] 27/1/2008 18:39

certainly appears at the bottom of its trading band.... and should indeed be a bid target....

Slap

[plentymorefish] 27/1/2008 09:46

Midas tip in this week's Fincial Mail On Sunday under the heading, "E-shopping to deliver for Kewill" Midas verdict says fall in share price attributed to general market aversion to small companies at present. States the business is more 'dynamic' than most and city brokers believe the share price should be closer to 125p. Finishes by saying that the company may become a bid target as the IT industry is fast consolidating. Here's hoping ..........

[erpguru] 24/1/2008 00:18

my bet good results and SAP swoops :

Kewill's attraction, perhaps easy for professional fund managers to overlook given its £60million stock market value, is as an each-way bet. Either it will deliver on forecast earnings growth of 20 per cent in each of the next two years, and the shares, at 12 times 2008 forecasts, will be rerated, or the likes of SAP and Oracle will swoop. Buy at 77p

[bluesky4] 23/1/2008 12:56

In THE TIMES newspaper today... basically says good value so it will be re-rated if it does well and bought by a competitor if it doesn't...

writer says forward p/e is 12X but actually it is 8X... you have to ignore goodwill ammortisation...

so very cheap and growing strongly....

Blue

[barn owl] 23/1/2008 12:18

I do like a company that has a strong balance sheet, cash flow positive and good growth potential over the long-term. Kewill seems to have all these.
Good luck all.

[gerdmuller] 23/1/2008 11:58

Yes, bought a few more yesterday.

Good little co showing good growth levels on single digit forward pe.

A little like vega which I had last year and was taken over.

I think that this market is presenting some good potential m&a targets.

But if not this should still be a good medium term investment.

I am really beginning to like this market.

[slapdash] 23/1/2008 11:39

this appears like a cheap, reliable company in a growth sector...

at some point it will probably be bought...

the rating will improve over time as it starts hitting its forecasts

balance sheet is reasonably solid too..

Slap

[erpguru] 22/1/2008 19:52

"boosted by the strong order pipeline and the growing contribution of recurring, hosted solutions (SaaS)"

SaaS is also popular on Wall Street these days. Companies such as Concur and Salesforce.com haven't missed earnings estimates, mainly because they have predictable revenue streams. So as long as metrics like new customer growth and churn rates are monitored, SaaS stocks can be extremely comfortable investments. ...

So, if we go into a recession this year, you might want to include some SaaS companies in your portfolio.

[slapdash] 22/1/2008 18:09

J Boyle agreement looks positive to me.... but stock has sagged.. slap.


Kewill Systems says performing in line with its view, confident on FY UPDATE




(Adds details on order wins in the US)
LONDON (Thomson Financial) - Kewill Systems PLC said it is performing in
line with management expectations, driven by organic growth of its established
businesses and the contribution from acquisitions made during the financial year
ended March 31, 2007.
The supplier of software and IT services to the logistics sector said its
order pipeline continues to be robust in all regions.
The company added it is confident on the outlook for the full-year and
beyond, boosted by the strong order pipeline and the growing contribution of
recurring, hosted solutions (SaaS).
The group added it has won US orders for its new Kewill Forwarding software
from James J Boyle & Co and Mitsui's logistics arm TriNet, where both will
deploy the product across the US and Asia.
Separately, the company said global freight forwarder and customs broker
James J Boyle & Co, has chosen Kewill Forwarding to extend its installed Kewill
Customs deployment and create an integrated broker/forwarder package to provide
global visibility of all shipments throughout the delivery process.

[slapdash] 22/1/2008 10:48

good trading update and about 8X forward earnings now...

but what rating in a weak market?????

Does appear inxpensive and should do what it says on the tin....

however, lots of stuff appears inexpensive... would be nice to see some director buys...

Slapper

[erpguru] 21/1/2008 22:43

Kewill 78p bear market!

[oakco] 11/1/2008 19:57

For the 3rd yr in a row, the Supply Chain Top 25 portfolio of companies outperformed the market, this time by a wide margin. The average total return of the Top 25 portfolio for 2007 is 17.89%, compared with returns of 6.43% for the Dow Jones Industrial Average (DJIA) and 3.53% for the S&P 500.

[erpguru] 04/1/2008 23:51

RNS Number:9843K

Jo Hambro Capital Management UK Growth Fund

Kewill Systems PLC
03 January 2008
Direct 4,486,164 5.52pct

[oakco] 23/12/2007 21:06

"vulnerable to a bid"
... SAP may find Kewill irresistable. Oracle has a team working on duplicating some of Kewill Trade Compliance apps. 1st delivery slated for Sept 2008 along w/ an Oracle Fusion code drop. However Fusion App leader John Wookey stormed out after a run-in w/ Larry Ellison. Larry won't let SAP win. Excitement in store.

[barn owl] 23/12/2007 13:25

Like NSB and NIS these are looking vulnerable to a bid next year at this price.
Good luck all.

[erpguru] 22/12/2007 23:05

sp bounces off the bottom; technology sector looking up: