Kewill Systems Share Discussion Threads

[erpguru] 02/10/2009 01:02

SL is transforming to capital-lite cash-generating investments added 864,571 shrs

[brucie5] 01/10/2009 21:28

SL. over 7%.

[brucie5] 29/9/2009 21:36

And we seem to be leaving 1.00 behind - at last!

[erpguru] 28/9/2009 20:52

Contract Win

RNS Number : 7459Z
Kewill plc
28 September 2009

Lockheed Martin chooses Kewill Flagship

... The contract was secured in partnership with Oracle and will be integrated with Oracle OTM.

Paul Nichols, Chief Executive Officer, commented,

"As I noted in our year end results, our sales pipeline included some large
deals for closure in the next six months ...

-ends-

[essentialinvestor] 25/9/2009 10:26

Barely 9x earnings if you strip out the cash.
£1.20 + by the end of november IMO.

[brucie5] 25/9/2009 10:00

Don't if there are any other posters of a TA persuasion here, but I'm interested to see that the share price has regained the 1.00 level. Should this be the new support, it will be the first time in 5 years. Is this new level justified by the business going forward, and in the current climate? I haven't a clue, though it's an apposite question to ask.

[brucie5] 22/9/2009 09:43

Nice retrenchment to the level of the short term (20) ma. It's the 90 level I'd be watching carefully. Meantime, I think we can expect further attempts on 1.00 - markets allowing, of course.

[erpguru] 21/9/2009 20:29

thump, back to 94p

[erpguru] 19/9/2009 17:12

Kewill Sr Mgmt feels there's plenty of co's like Nokia to fuel growth, does not want be aquired. However there GTM suites are irresitably placed

Oracle released a GTM suite in August, the result of an aquistion and about 3 years work. SAP has developed in house GTM.

This leaves Infor and CDC software as very likely candidates backed by PE / China funds with ample reason to aquire a GTM suite. Also notice the fund mgrs buying Kewill. Right place (right time?).

[freddie ferret] 19/9/2009 11:18

I have held these for some years, however I am now regretting not having topped up during the March low. The share price rise has been driven by the Nokia deal which for me came out of the blue. What other deals may be being finalised?

[essentialinvestor] 18/9/2009 08:30

I agree that the recent share price rise has to be put in context.

The falls to the levels earlier this year priced in meltdown,
that has not happened.

Sure some will take a little profit along the way,
But strip out KWL's net cash and this is barely on 9x earnings.

I would expect at least 12x within the next few months
or it will to begin to look like a very attractive take over target imo.

[freddie ferret] 17/9/2009 14:55

I note the headers, £1 by 2006!!
We have today hit £1.

[gerdmuller] 17/9/2009 14:52

Brucie5, I can see your point. Markets have been amazing this year but they did push some companies to desperately low levels last year.

This is still only on a pe of around 10 so by historic standards that is still relatively low.

Is it more dangerous to be out of the market at present or in the market?

Who knows but I have been hedging some of my other companies but not these as yet.

[brucie5] 17/9/2009 12:12

So many extraordinarily positive charts at the moment. Makes me apprehensive that the market isn't getting ahead of itself.

Re. current 5 year high. Does this business have the scalability to revisit multiples of current sp, I wonder. Or is this merely hopeful thinking.

[dalstal] 16/9/2009 11:26

looks like it could be happening

[erpguru] 15/9/2009 19:15

looks like 94p is resistance level. could really take off once it's thru a quid.

[erpguru] 12/9/2009 04:32

FedEx improves outlook, good proxy for Kewill

"First-quarter financial performance exceeded our guidance thanks to better-than-expected international priority volume, strict cost management and solid execution of our strategy," Alan Graf, FedEx's chief financial officer, said in a statement. FT -

[junglee] 18/8/2009 19:58

I too have held these shares for longer than 15 years. It went upto 40 pounds during the dotcom boom! I think it may be taken over by a larger US company in the next year or so. dyor

[hallix] 18/8/2009 19:44

Hi all. I am a long term holder who bought into this company many years ago. Recently bought some more and watch with interest. I feel it is a pretty cheap valuation for a company well placed within a growing market. Any thoughts on the next 6-12 months?

[freddie ferret] 18/8/2009 14:20

There is a buyer for this who seems to like the number 5000.

[gerdmuller] 18/8/2009 08:58

Investec repeats "buy" stance, moves target price from 90p to 100p

[freddie ferret] 18/8/2009 01:35

Irish, two 500,000 sells at the end but have not checked plus. Nice to see price up long may it keep rising.

[jazza] 17/8/2009 15:02

How would they charge Nokia?

Is it based on volume? or seats? or what?

Certainly a big fish tho.