Kofax Share Discussion Threads

[mog] 04/3/2013 08:49

Up 5% today, tipped somewhere? Wouldn't be surprised as does seem to be a possibility of Fisher's "glitch" idea where a share price is cheap because of some change that is happening. In this case decline in software licence revenue occurred in legacy capture products but on the other hand new mobile capture product revenue is growing faster than expected.

[mog] 15/2/2013 13:25

Looks like some huge buys totalling about 4.5m shares @ 264p (marked as sells but with spread 261 to 269 that volume must be buys imho)

[nicedude1976] 11/2/2013 11:48

no, back to the dec levels.
trend is still there.

[essentialinvestor] 11/2/2013 09:47

Does it deserve to trade at this level?.

Some support in the cash balance, where is the contribution from that
last acquisition?.

[m.t.glass] 11/2/2013 09:33

Back to the levels to which they previously tumbled, 18 months ago ..

[gnnmartin] 11/2/2013 08:47

Gosh, just when you thought it was safe to go into the sea. I doubled my holding a week or so ago. :-(

[churchtower] 14/9/2012 15:06

Dipped a toe in earlier this morning.

[matt123d] 14/9/2012 13:12

A few recent sessions of heavy volume have absorbed all the remaining supply here.

Breaking out of consolidation, currently on 2.5x average daily volume intraday, a move over 300p and I would target 330p pretty quickly.

[bigbigdave] 02/5/2012 12:35

Yes I too bailed some weeks back mainly out of boredom (usually my downfall!)

[essentialinvestor] 02/5/2012 08:39

Nicely done.

harrogate, also thought for a long time these would be taken out,
not so sure on that one now.

[bluebelle] 02/5/2012 08:36

EssentialInvestor 2 May'12 - 08:14 - 347 of 350
Bluebelle, what do you think of that IMS? -
thankfully I no longer hold.

EI
Me neither - I sold out a few weeks ago and added to MAI.

[harrogate] 02/5/2012 08:32

I haven't held these for 10 years but I always follow them. Amazed they don't seem to be able to get going somehow. Maybe the area is becoming old hat and pricing is under real pressure. I have always thought they would be bought out but maybe they have missed the boat on that

[boadicea] 02/5/2012 08:30

In the current climate of restrained corporate spending, the dip in sales does not surprise me and to an extent it is not particularly worrying. Indeed, in view of the relatively low number of large contracts gained in any year, it would appear to be within the range of random statistical fluctuation.

However, the company appear to take it more seriously than that and they should be in a better position to identify any underlying cause, so one suspects that there may be one. More particularly, they will know what they quoted for and lost.

The fall in margin looks at least as worrying to me and possibly denotes pricing pressure.

[gnnmartin] 02/5/2012 08:18

Disappointing.
Nigel Martin

[essentialinvestor] 02/5/2012 08:14

Bluebelle, what do you think of that IMS? -
thankfully I no longer hold.

[bluebelle] 04/4/2012 10:49

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Kofax (LSE:KFX)
Intraday Stock Chart
Today : Wednesday 4 April 2012
Kofax plc (LSE: KFX), a leading provider of capture enabled business process management (BPM) solutions, today announced one of the largest stock exchanges in North America has selected Kofax TotalAgility for its BPM and dynamic case management solution. The value of the contract to Kofax exceeds $400,000.
The customer, a leading multi-asset class financial exchange group, will implement Kofax TotalAgility as its BPM and dynamic case management solution to improve the execution and efficiency of its listing processes. The software will enable the customer to automate the administrative processes needed for a company to list on the exchange in order to reduce process latency and also route the supporting documentation to its Microsoft SharePoint and EMC Documentum content management applications for easy access by employees.
"Kofax TotalAgility automates business processes that allow knowledge workers to effectively utilize information in enterprise applications and repositories, ultimately improving business performance and agility and providing a rapid, measurable ROI," said Alan Kerr, Executive Vice President of Field Operations at Kofax.
Kofax TotalAgility™ provides a BPM and dynamic case management platform that enables greater organizational agility and significant organizational gains through better management of processes. More efficient, flexible and better executed business processes mean lower costs plus greater and earlier ROI for the organization. TotalAgility provides capabilities for process design, automation, simulation, workflow control for managing human tasks, and integration tools for linking business applications (ECM, CRM, email) to processes and business rules.

[bluebelle] 27/3/2012 10:21

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Kofax (LSE:KFX)
Intraday Stock Chart
Today : Tuesday 27 March 2012
Kofax plc (LSE: KFX), a leading provider of capture enabled business process management (BPM) solutions, today announced that ARCADIS, a leading provider of design, engineering and management services to the infrastructure, utilities and public sectors, has selected Kofax for its accounts payable automation solution. The total value of the contract to Kofax exceeds $250,000.
ARCADIS, based in the Netherlands, will implement Kofax Capture, Kofax Transformation Modules and Kofax VRS Elite to automate the processing of approximately 300,000 invoices it receives annually. ARCADIS will use the solution to capture, classify and extract business critical content and route the resulting digital information to its SAP ERP application for further processing and easy access while increasing efficiency and reducing costs.
"Organizations such as ARCADIS, which have a multitude of invoices coming in from diverse suppliers, are able to benefit, quickly and measurably, from investing in an accounts payable automation solution that provides a single, unified platform for the automated capture, classification and extraction of information from invoices," said Alan Kerr, Executive Vice President of Field Operations at Kofax.

[bigbigdave] 21/2/2012 19:46

Reckon another sharp leg up is due fairly soon judging by the way the chart is acting this year.

[angels share] 20/2/2012 09:34

CEO Reynolds C. Bish, in accordance with DTR 3.1.2, that on 17 February 2012 he purchased 40,000 ordinary shares of 2.5 pence each in the company ("Ordinary Shares"). All shares were purchased at a price of 300.5p

[bluebelle] 13/2/2012 11:22

bbd
As I posted on CR's thread, the acquisitions and contract wins they've announced in recent months aren't showing up in these figures yet as they won't begin to make an impact until the next Q. Having come through difficult market conditions better than unscathed, they are very well placed for further profitable growth IMHO.

[bigbigdave] 13/2/2012 10:58

Starting to look good now.

[cockneyrebel] 13/2/2012 07:51

On those results I'm not sure these derserve to have halved over 12 months imo.

imo/dyor.

CR

[bigbigdave] 07/2/2012 19:03

Had several slugs here today after watching on the sidelines for too long.
Another share that's had its share price destroyed on sentiment alone.
Chart says to me that there may be considerable upside from these levels.

[21richyrich] 07/2/2012 18:58

Read an article a few month since classing KFX and Misys together as possible targets for predators in this sector, note Misys now subject to takeover / merger talks so maybe market beginning to price in possibility for KFX also?