Kewill Systems Share Discussion Threads

[freddie ferret] 21/12/2009 16:29

Closed up a penny in thin trade, was higher intraday a day or two back. Climbing nicely.

[essentialinvestor] 19/12/2009 11:11

Is KWL about to be taken out??.

Someone is buying, soon find out.

[freddie ferret] 18/12/2009 14:58

The 5,000 buyer is back in business today.

[gerdmuller] 18/12/2009 14:27

It's always strange how you often see news flow which you think will make a share rise and it doesn't and then it rises on seemingly no news.

This is why I also often find it surprising on these boards when people sell decent companies for what seems like nothing more than boredom or frustration that the share price is not behaving how they want it to.

Looks like a new high for a long time to me so I am glad that I have been bored waiting for these to do what I expected.

[freddie ferret] 17/12/2009 16:06

I think there is a big buyer out there. Trades of 5000 yesterday, today trades around 10,000 but varing them a bit. I maybe wrong.

[freddie ferret] 16/12/2009 13:15

8 trades of 5000 have driven this up to 108p at around 10.30am.

[freddie ferret] 15/12/2009 15:09

Marking time.

[gerardp] 08/12/2009 11:43

Shares were held by Barclays Global Investors (BGI) - now owned by BR.

[erpguru] 07/12/2009 23:22

BR likes Kewill @100p adds 1,462,919 shrs

[erpguru] 27/11/2009 21:14

SL reduces 300K, window dressing...

[essentialinvestor] 19/11/2009 11:14

£1.10 on the bid here shortly not the offer.

[erpguru] 19/11/2009 08:36

£1.10 - some stopped scatching, started buying.

[essentialinvestor] 18/11/2009 08:03

For KWL to place shares at 92 pence is a very strong endorcement in my view,
as its a very small % discount for a Small Cap placing.

Some are still scratching their heads wondering whether to buy, when this
hits £1.25 plus they will probably be finally convinced.

[erpguru] 18/11/2009 06:16

L&G liked additional 2.2m (there abouts) bet they only paid 92p placement price

[essentialinvestor] 17/11/2009 22:51

Another tick up.

10.5 x PER and a PEG of under 0.3.

Its wake up time needed here imo, wont stay this cheap.

[erpguru] 17/11/2009 08:53

imo CDC Software has emerged the most likely short term Kewill suitor.

[essentialinvestor] 17/11/2009 00:00

Chart Breakout imv.

Nice couple of months consolidation on the Chart.

The recent fund raising shows strong City support
for the strategy going forward.

KWL still remains too cheap imo.

[erpguru] 16/11/2009 08:14

Kewill tipped by The Mail on Sunday:

Kewill has three divisions - logistics, compliance and reverse logistics.

More than a quarter of all goods bought online are returned and Kewill helps companies offer this service to their customers in the most cost-effective way.

The company does not plan any large-scale bids, but it is keen to expand the reverse logistics arm (raising 7.5m last week).

Many brokers reckon Kewill is a classic bid target itself. Hold on to the shares and find out if they are right.

[brucie5] 13/11/2009 09:44

Axa increased.

[erpguru] 13/11/2009 05:54

FT coverage:

November 12, 11:25pm
Kewill eyes growth as liquidity message gets through

[gerdmuller] 11/11/2009 09:45

If markets remain ok and this gets some decent coverage this could break through the recent high in the next few weeks. Not a lot of news today but I think a few might like the look of this in the next week or so.

[gerdmuller] 11/11/2009 09:41

"The company has held its ground well in a difficult market environment and closed some good sized deals," Investec Securities says in a note.

"We see our forecasts as well underpinned considering the high degree of sales visibility and stable pipeline," it says, repeating its "buy" rating and 115 pence target for the firm.

[erpguru] 10/11/2009 19:25

New CFO Bach is no bean counter, she's from the Vin Murria (SAGE) school of mgmt. This well run small cap is gonna get larger.

[brucie5] 10/11/2009 15:27

Thanks Gerd, Freddie. Following with interest.

[freddie ferret] 10/11/2009 14:42

Suddenly this has become very interesting.
The placing explains the recent share price performance which otherwise has not seemed rational. Have not had time to fully digest the results, however would comment that these are good, and given the new business bought in, they will only get better.