Kewill Systems Share Discussion Threads

[essentialinvestor] 12/2/2010 10:24

Gerd

You can't hold then all, and the current kfx price now looks generous
on a Short term basis.

But I was stunned that more people did not wake up to the Directors
hooving up shares, to paraphrase WB ... if the markets were
efficient I would be the bum on the street.. in fact that might be
a direct quote.


Regards.

[gerdmuller] 12/2/2010 10:02

I know you did, well done. I should have followed your advice. I used to hold Dicom and did well out of them.

[essentialinvestor] 12/2/2010 09:45

Gerd

I got KFX right, you buy any?.

[gerdmuller] 12/2/2010 09:43

Well at least if it does fall it presents some opportunities. Since October most of my small cos seem to be in a very narrow range with little in the way of buying or selling opportunities. Just as you think they are about to break out direction changes and you are back to square one.

Could be like this for a while as I think people are now starting to realise that this recession could be with us for a very long time.

[parsnip884] 12/2/2010 07:06

The chart in the header is showing a potential head and shoulders formation, which needs to be watched carefully imo.

[erpguru] 12/2/2010 02:59

Roberts move boosts Innovation but hits Kewill

...his influence on Kewill can be seen by the fact that chief executive Paul Nichols worked with Roberts at Data Sciences.

[essentialinvestor] 08/2/2010 19:32

Very stong in a weak market.

[erpguru] 08/2/2010 19:27

Kewill gravy...

[erpguru] 03/2/2010 01:09

via FT...

Kewill has been on the full list for many years – 60 per cent of the shares are held by institutions and most of the rest are in the hands of about 5,000 retail investors. Only a tiny percentage is held by the management.

[erpguru] 01/2/2010 19:56

Heineken UK chosen Kewill EDI

[brucie5] 25/1/2010 14:18

'Kewill deserves to trade in line with this, resulting in our target price of 100p (from 80p).'

Well, their research team is clearly the one to follow. They certainly learn from their mistakes - ie. being wrong. The price should be... a.80p? Nah. Have another go. b. What it is now??

Right at last!!!

(But for how long..?)

[gerdmuller] 25/1/2010 14:11

Charles Stanley has upped its price target for Kewill after a 'steady as she goes' trading update on Monday from the logistics software developer.

The small cap IT sector trades on 13.6x prospective earnings, the broker notes, and believes that 'Kewill deserves to trade in line with this, resulting in our target price of 100p (from 80p).'

'We expect the continued push towards higher compliance requirements in import and export to remain a key driver for Kewill,' Charles Stanley analyst Ian Mitchell said. 'Its increased scale, both through organic growth and acquisition, also helps elevate the business above local/national competitors and into direct competition with the likes of SAP and Oracle, where its depth of functionality and expertise is a differentiator,' Mitchell added.

The broker sees 'value enhancing acquisitions' adding a bit of vim to the group's organic growth prospects which are forecast to be below the sector average. 'We believe it is right to factor this into the target multiples we apply to Kewill, although obviously not into our forecasts themselves,' Mitchell said.

[brucie5] 25/1/2010 09:50

Solid results. Will be interesting to see what analysts make of them. The £1 level looks well supported.

[erpguru] 25/1/2010 07:43

RNS: Mgmt Interim Statement. 25 Jan

..."The company's cash generation has been good and its cash position remains strong"

..."Well placed to be ready to support companies as the global macro-economic environment improves"

..."The Board's focus is on complementary acquisition opportunities in its core areas of compliance, logistics and reverse logistics."

[brucie5] 19/1/2010 13:58

Won't hurt the share price Nice stabilisation just over the £1 level. Pattern of rising highs and lows still - to my mind- intact. Patience required. It hasn't been at this level for over five years.

[erpguru] 19/1/2010 11:33

RNS: Hermes doubles up. 4pct.

[freddie ferret] 12/1/2010 19:03

Pulled back a bit toward the end of trade, now off the floor.

[freddie ferret] 12/1/2010 12:37

Definately slipped, is it rolling over?

[brucie5] 06/1/2010 15:07

.. And probably a great time to pick some up.. I'd expect a bounce back up towards a new high - around £1.15. to judge by the pattern of rising highs. I'm fully loaded already, unfortunately.

[erpguru] 06/1/2010 09:00

Reversal, Right said Fred...

[essentialinvestor] 23/12/2009 17:33

It keeps going up, slowly but surely.

[brucie5] 23/12/2009 17:27

Yes, I find this very bullish. Like img, this stock bombed earlier in the year, and now is confirming five year highs. It seems to be putting the £1 level well behind it.

[freddie ferret] 23/12/2009 17:19

Nice, closed at 111p. Still bullish.

[erpguru] 21/12/2009 21:37

Market cap approaching £100m (£96.90m)