Kewill Systems Share Discussion Threads

[erpguru] 23/9/2011 07:57

FedEx shares tumble; Kewill 58p soon (accelerates a bid?)

[dugganjoe] 14/9/2011 16:31

need a bid here

[loafofbread] 05/9/2011 20:30

Interesting volume of late.

Lets hope someone building a stake prior to having a pop at us.

[erpguru] 20/8/2011 00:26

No lift from Autonomy, inference, valuation driven by slowing economy.

[qwerty124] 26/7/2011 06:46

AGM this week. If anyone plans to go perhaps you can ask why the US part of Kewill has failed to grow for at least the last 3 years, unlike Europe, in constant currency? What Paul Nichols plans to do to turn this around? Why doesn't he hold Mike Dolan accountable for his repeated failure.

[erpguru] 08/6/2011 23:16

Results: Kewill has delivered its seventh consecutive year of revenue and adjusted profit growth.

[qwerty124] 24/5/2011 14:28

Results due soon - should be good. Hopefully the US will show some growth at last.

[erpguru] 24/5/2011 05:33

Welcome Ron Verni - now help Kewill rev up the bus ($1B here we come!)

[freddie ferret] 05/5/2011 15:02

Cannot get too excited about 3%.

[erpguru] 15/4/2011 00:59

@freddie Apax is no rumor, neither is plenty of runway, nor Quantum partners.

[freddie ferret] 11/4/2011 17:21

Takeover rumours (unless substanciated) are titty like their peddlars.

[erpguru] 10/4/2011 23:48

Plenty of runway before takeover. Very hard to find blue chip fledgling cap. Soros has done very well on Apax Partners buying Epicor, Activant for $2 bln.
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[freddie ferret] 07/4/2011 17:16

Nice to see a rise not based on takeover rumour. This rise seems to be based on the recent contract win, long may it continue.

[gerdmuller] 07/4/2011 11:15

Chart seems to have been looking better for a while now. Nice to see this one back into three figures.

A few more weeks like this and refusing the offer of last year will have been vindicated.

Lets just hope this good run is the turning point for these.

[freddie ferret] 06/4/2011 16:05

I guess you purchased in March 2000???

[heliweli] 05/4/2011 22:23

Chart looking better but a long way to go for my break even.

[gerardp] 05/4/2011 09:03

Some news out today regarding contract win. Guess management have to justify their inflated pay packages now and then.

[erpguru] 16/3/2011 05:07

CFO awarded 271,276 shrs for 3yrs. (what happened to 4 yr vesting)

[gerdmuller] 08/3/2011 11:24

Early days but the trend is your friend and the trend looks to be up to me.

[gerdmuller] 17/2/2011 15:07

Is it my imagination or are these slowly moving up? This looks like a breakout by KWL standards.

Must get my eyes tested again!

[gerdmuller] 10/2/2011 10:08

Gerardp,

I am interested in your remark about revenue generation per employee which is about £100,000 per employee for KWL.

Do you have some sort of industry benchmark in order to compare this with other sectors or companies?

[erpguru] 03/2/2011 05:02

Gerardp: My communications with PN; he sees plenty of runway ahead. Gartner says: Supply Chain is shifting from cost to strategic ...

(I'll pay more attention to Kewill's costs - thx)

[praipus] 01/2/2011 21:07

erpguru thanks for the Soros & Paulson link I'm attempting to track their holdings on the "Hedge Fund Tracking" thread.

[gerardp] 01/2/2011 19:49

Kewill has close to 600 employees creating revenue of only £29m for the first half. Profit is being hurt by the high operating costs.First half profit was a mere £0.6m.

Erpguru - I am interested in your opinion to why Kewill is undervalued. Are you expecting revenues to sharply increase?

Gp