Manpower Software Share Discussion Threads

[widemouthfrog] 05/8/2003 20:02

CR - you may be interested in NES, asp solutions (eg: remotely managed software & data) which has a very similar story. instead of targetting NHS it's local councils and, like you say, the potential in these areas IS huge.

[cockneyrebel] 05/8/2003 19:30

Bags of potential here, targeting a niche that hardly any other company has got a foot hold in.

The Chairman's buy of 1m shares in June, a 30%+ increase. That buy came 2 weeks after the company's year end so you'd think he had a gopod idea how they were doing.

Results that say in profit from H2 and some nice big contract wins will get the buyers into this imo.

Perhaps the most exciting bit is that the software is already being used by an NHS trust and it is being targeted to 600+ more NHS Trusts - that could be HUGE!

Fidelity have made a nice purchase imo.

CR

[widemouthfrog] 05/8/2003 17:54

very encouraging.

[ed winchester] 05/8/2003 17:50

may be they bought some of there stock from Marlborough Special Situations who reduced their holding as stated in the RNS on the 25th July.

[widemouthfrog] 05/8/2003 17:42

last tuesday's big trades, 850k + 854k?

[ed winchester] 05/8/2003 17:39

Manpower has got a new institutional shareholder with a stake over 3% :

Manpower Software PLC
05 August 2003

MANPOWER SOFTWARE PLC ('the Company')

NOTIFICATION OF MAJOR INTEREST IN SHARES

The Company has been notified today that Fidelity Investments now holds
1,852,647 ordinary shares of 5p each in the Company ('Ordinary Shares'),
representing 4.19 per cent of the Company's issued share capital

[cockneyrebel] 05/8/2003 17:37

RNS: - I think Fidelity has just bought or raised their stake to 4%.

CR

[cockneyrebel] 30/7/2003 14:32

Nice shake by the mm's but they got no sellers by the looks - so, they have to move the price up to try to find sellers.

Just look at this chart - delightful and gonna get a lot more delightful imo.


CR

[cockneyrebel] 29/7/2003 21:00

looks like a buy and sell with the mm's taking the odd 4k as commision, an arranged trade I'd say.

looks like the 22K sell was what took the price down a tick.

CR

[widemouthfrog] 29/7/2003 19:43

any ideas re large trade/s at close?

[cockneyrebel] 28/7/2003 19:21

Looking at the trades today there are 2 x 30K sells and a 3K buy yet the price is up.

My guess is there is a bigger buy lerking and still hasn't been filled yet.

Nice to see buyers in advance of the results.

CR

[mac] 28/7/2003 19:13

No we are watching & waiting.

Can't help feeling Br Airways could do with their software.
Know someone who works in the crew planning area. Its chaos & very stressful. Lots of people going sick.

But boy installing womething like their software in a Co like that would be a headache.

[cockneyrebel] 28/7/2003 10:38

Up more today after those large trades last week.

Looks like I might be talking to myself tho - seems a lot of the traders have jumped ship. They'll be back in before or after the results tho imo.

CR

[cockneyrebel] 25/7/2003 00:39

Got a gallop on now - I guess the traders are out and the larger long term buy hold investors are moving in.

Backed by the Chairman's recent 1m buy and positive noises this one should have some real legs on it.

CR

[cockneyrebel] 24/7/2003 20:43

If the big trades today have you interested, and the Chairman buying 1m shares a month or so ago, then read this from the results and see why H1 results don't do this company justice:


Undoubtedly, this result for the six months to 30 November 2002 is a
disappointment. However, we do not consider that it is reflective of the
current level of prospects and confirmed sales that the Company expects to be
able to recognise in the second half of the financial year. Delays in closing
significant contracts have had a negative impact on our result for the period.
Two of these contracts, with the Royal Fleet Auxiliary and Norwegian Cruise
Lines, have now been signed. In addition, commercial terms for a third
contract, with a major global shipping company, have been agreed.



In October 2002 the Royal Fleet Auxiliary signed a contract to upgrade its MAPS
Crew Administration software to the current release. This will allow the Royal
Fleet Auxiliary to control the management, scheduling and deployment of crew
throughout their fleet of 21 vessels, as well as providing banking and foreign
currency bookkeeping facilities for the crew. However, in accordance with
Manpower Software's accounting policies, the revenue associated with this
contract of approximately #0.2 million will be recognised in the second half of
the financial year. A three-year support contract and a contract to provide
further enhancements have also been agreed and signed.



In December 2002 a contract to supply our MAPS Crew Administration software was
signed with Norwegian Cruise Lines Limited. Excluding annual support, this is
valued at approximately #1.1 million, of which licence fee revenue to be
recognised in the second half of the financial year is #0.66 million. Norwegian
Cruise Lines is based in Miami, Florida, and is part of the Star Cruises Group,
the world's fourth largest cruise line.



This month Manpower has agreed commercial terms with a major global shipping
company. Further details relating to this contract will be announced in due
course. However, this new customer will use the MAPS software to manage crew
scheduling, recruitment, travel administration, training, plus shore and fleet
IT personnel. The overall size of the deal is expected to be in the same order
of magnitude as the deal signed with Norwegian Cruise Lines.


------------

CR

[cockneyrebel] 24/7/2003 19:58

Did I say the bigger long term investors would be buying in about now? :-)

Check out the buys tonight - 350K, 250K, 150K - more than lucky punts I'd say.

Year ended in May.

Chairman bought 1m shares in June.

CR

[cockneyrebel] 24/7/2003 13:53

Yep, bigger buyers moving in now.

Shold make some decent progress - US looks like its going to be strong today.

CR

[square1] 24/7/2003 13:48

The 100k at 17.25 was a well dealt purchase.

[cockneyrebel] 24/7/2003 11:26

I spy with my little eye a sweet little tick up :-)

CR

[cockneyrebel] 16/7/2003 18:01

no problem - when you're waiting for an exciting event its always a bummer when they arrive later than expected.

These should be excellent imo.

CR

[widemouthfrog] 16/7/2003 17:52

CR - thanks for round picture. (wasn't being negative, just inquisitive)

[cockneyrebel] 16/7/2003 17:43

I think the rule is they have to be posted within 6 months of year end.

Year end is May 31, 3 months would be end of August - they are hardly miles out of your timescale.

Many companies take longer to report, could be for all sorts of reasons but with the year end at May 31 and Robert Drummond the Chairman buying 1m shares on June 12, after the year end, I don't really expect any delay to be negative. Big contract to announce or a takeover bid for the company might delay the results as much as anything else.

CR

[cockneyrebel] 16/7/2003 16:00

Rob Ward - you aint Clarkson's CFO are you?

If so well done, looks like the results are going to be massive this year :-)

CR