Manpower Software Share Discussion Threads

[bostonborn] 26/4/2007 11:03

Final results were posted / issued on 4th August last year. Likely to be around then this year, I would think.

[sven2006] 26/4/2007 11:01

CR having the likes of Swann and his history says it all imho

[cockneyrebel] 26/4/2007 10:58

Shuffleman - original forecasts were for 1.25p eps for the year from Shore - MNS did that in H1 so it looked odds on they beat.

They have high operational gearing. If I remember our discussion correctly, speaking to Shore Cap they seem to think that if MNS do £3.3m sales in H2 they break even in H2. If they do £4m in H2 the eps will be around 1.25p again in H2. But everything over £4m starts to rack up a lot more profit per sales due to the high operational gearing.

So if that extra £700K sales adds 1.25p eps and then on above that the eps racks up fast - £5m sales in H2 would add a lot more eps.

So it's hard to judge the number not knowing the sales.

All in all tho, the pace at which they are picking up trusts and the US potential suggests the eps for the year ahead couyld be way higher still.

Looking at the PEG it looks like it could still be very low imo and with Swann buying @ 73p recently that still says these are worth a fair bit more imo.

CR

[sven2006] 26/4/2007 10:20

Well done everyone, I had to pop out for an hour and see what bloody happens, you lot get an RNS !

[kneath] 26/4/2007 10:18

If this retraces I will top-up again for sure. MNS now in my top 3 holdings in cash terms...and climbing.

[kneath] 26/4/2007 09:47

Anyone know the next resulting date? Can't find it on the website. TIA

[n1blet] 26/4/2007 09:36

Not heard of any. But I guess we may get some new broker coverage.

[kneath] 26/4/2007 09:31

Christ! You turn your back for one minute and...... excellent news and up 8%+

[the shuffle man] 26/4/2007 09:24

what was the latest EPS forecasts ??

[bigbigdave] 26/4/2007 09:22

Significantly ahead, surprise surprise!

[magwash] 26/4/2007 09:15

Manpower Software PLC
26 April 2007


MANPOWER SOFTWARE PLC
(the 'Company')

TRADING UPDATE


At the time of announcement of the Company's interim results, 15 February 2007,
the Chairman stated that the Directors were confident of at least meeting
current market expectations for the year and believed also there was an
opportunity to exceed those expectations.

Today, the Directors are pleased to confirm that, as a result of recent
contracts secured, the Company's result for the year ending 31 May 2007 will be
significantly ahead of current market expectations.

[bigbigdave] 26/4/2007 09:15

done Sven, make that mini breakout.

[sven2006] 26/4/2007 08:59

Best to delete those posts imho

[janeann] 26/4/2007 07:18

i respectively suggest - request - you all drop the conversation just in case they read the boards. Sure as anything theyll find out soon enough and as diogenes says, it may not be at the right moment. I had the probel before with another stock, and i had i think 4 weeks to get them out. And yes i am in the same boat!

[diogenesj] 25/4/2007 22:08

Thoughtful of Selftrade - but there is a risk they will discover their mistake and make you sell at an inconvenient moment.

[sven2006] 25/4/2007 18:19

Not many cottoned onto this one yet !

[felix99] 25/4/2007 17:19

Well has the penny dropped - yes whole NHS will be on ESR.

Manpower have a wonderful whizzy tool which has a tested and badged NHS interface -

so its off to the PCT or NHS Trust.

Manpower salesman "Yes the system is fully ESR compliant Matron - saves you loads of time doing payroll and is more accurate so will keep finance happy , staff are happy using it cos it cuts out a lot of drudgery and you can sit on your bottom and do some nursing rather than spending your life sorting out what time each nurse or HCA is coming in at. "

So Matron how many systems / employees can I put you down for?

Oh and tell yer mates ........who all speak to each other as its such an incestuous industry. I work in the sector btw :-) and bought back what I sold at 83p tother day.

[bigbigdave] 25/4/2007 16:14

Maybe its TwelveFinches buying in big after a bit of proper research.
He'd do well to go long 8-)

[sven2006] 25/4/2007 15:48

sja123, thats exactly my thoughts, if they are then thats gonna speak volumes.

[sja123] 25/4/2007 15:37

I'm wondering if we have directors moving in for more....the two 50k buys stand out a bit!!.......and none of them have bought in the 80's yet ;¬)

[sja123] 25/4/2007 15:04

Yes Sven.......just pointing out that one of those in the announcement is going for the ESR interface. This could be very significant going forward....ESR is to be rolled out across the whole NHS....see previous posts.....the fact that MNS software now interfaces with it should not be underestimated as another driver of sales going forward.....just one more tick in the box when they look to invest in cost saving software....the thing that makes it "wonderful" :-)

IMO

[sven2006] 25/4/2007 14:23

Some large buys 50000's going through early morning.