Microlise Share Discussion Threads

[citys2874] 04/4/2024 16:12

In the top 100 risers today with very little volume, agree Masurenguy imagine when the volume does kick in .....expecting a massive rise coming this and next week and buy ratings coming very soon

[masurenguy] 04/4/2024 15:57

Well it really doesn't take very much volume to affect the shareprice. So far today it is up by 5.6% on a volume of less than 35,000 !

[citys2874] 04/4/2024 15:51

Agree Masurenguy will be massively on peoples radar very soon and see alot more people buying in here before results and after ....great company and good gains to be made in this share

[citys2874] 04/4/2024 15:37

Results coming and should see this breakout upwards towards 2.00+ great time to buy in here before results

[masurenguy] 02/4/2024 13:13

Microlise still remains well under most peoples radar. On this forum, as just one example, there is only an average of 5 visitors a day and over the past couple of weeks the average daily volume of shares traded has only been circa 30,000. Results next week.

[citys2874] 28/3/2024 17:22

Midas also see this as a BUY ....may get some weekend press after todays contract

[citys2874] 28/3/2024 12:58

Results due soon in about 10 days could see a 30-40 percent rise before results with a bit of volume

[citys2874] 28/3/2024 12:04

RNS TODAY

Microlise Group plc (AIM: SAAS), a leading provider of SaaS based transport technology solutions to fleet operators, is pleased to announce it has signed an initial 5-year contract for a total value of AU$20M (approximately £10.6 million at AUD:GBP of 1.9352 as at 27 March 2024), with WooliesX, part of the Woolworths Group, Australia's largest supermarket chain.

WooliesX has selected Microlise to deploy applications across its entire online delivery fleet operation throughout Australia, which provide home delivery to 240,000 customer homes every week, and travel over 70,000,000 km's annually. The landmark contract was agreed with a view to delivering improved asset and driver visibility, monitor asset health, understand the impact on the environment, promote behavioural improvements in drivers, enhance safety & compliance and reduce fuel costs.

WooliesX roll out of Microlise's solutions has already begun, with the remainder taking place across the rest of 2024. These solutions include Fleet Performance, Journey Management, Health & Safety Module, Cold Chain Temperature Monitoring and Full 5 Way clear vision Risk Reduction Cameras with AI Driver Distraction Camera's. The contract also includes Third-Party Integration with Woolies Proprietary Delivery Management Application (Woolies GO), which will interlink the two systems to share Woolies GO data via API directly into the Microlise Journey Management system, providing transparency across their operations and drivers performance.

[citys2874] 28/3/2024 11:54

Fast growing technology company Microlize helps JCB and its customers maintain vehicles more effectively and repair them quickly if they do go wrong.

The group installs a special kit in the excavators that alerts users if something is wrong and identifies what happened if there is a malfunction. The gadgets can already be found in some 250,000 diggers around the world, including Antarctica. More are on order this year as the technology can make a huge difference to JCB customers, especially those in faraway places.

The truck manufacturer is just one customer of Microlise. As a company specializing in transport related technology, the group works with almost every major UK retailer to help them optimize delivery routes, keep drivers safe on the road and ensure fleet compliance. Now spreading its wing and getting very strong traction in australia.....with Woolies x contact win today

Microlise entered the junior AIM market in July 2021 at £1.35 per share. Today the stock is £1.13, but companies are clamoring for Microlise products.


Customers include all major supermarkets, top retail chains such as Marks & Spencer, Next and DFS, and delivery companies from Royal Mail to DPD. Some companies use Microlise to work out routes from warehouse to store. Others rely on the Nottingham-based group to calculate how best to deliver goods to consumers’ homes.

The company’s software is used by over 200,000 drivers in the UK and customers’ savings are huge. Microlise also wins business abroad. Top Australian supermarket Coles is a customer, French companies are joining and further expansion is expected in Europe and the Asia-Pacific region.

its a strong, well-run company that offers a service that helps companies save money and work more efficiently. Raza is also highly motivated to succeed, owning just over 50 percent of the stock, and is eager to pay dividends as the company grows. At £1.40, the share is a bargain.

[citys2874] 28/3/2024 11:48

in the top 35 risers on the leaderboard moving up nicely now

[citys2874] 28/3/2024 11:16

Market makers ready to lift the price up now .....great opening start and strong buying pressure coming in now

[citys2874] 28/3/2024 10:59

Amazing contract win .....expect we should get plenty of press exposure and see a lot more people buying this later today and pretty massive contract....20 million ....great time to be in

[citys2874] 28/3/2024 10:56

Great RNS Today

Won a 20 million contract with woolies

[masurenguy] 28/3/2024 08:29

Yes and the final results are due on Tuesday April 9th.

"Microlise is a really interesting company. We look for businesses that have got really strong market positions and Microlise has 60% market share in the UK. There is a big opportunity not just to sell their products internationally because they are best in class but also domestically as they add additional functionality which helps with lots of regularity changes but also with the efficiency of a fleet. The holy grail that everyone is looking for is the SaaS revenues, which in perpetuity are ultimately recurring revenue that ultimately generate a very high quality cashflow and that's because your customers really value what you are doing for them." James Thorne, Columbia Threadneedle, 30th January 2024

"What you see from this company is that it has got a very sticky customer base and a very high quality customer base aswell which is very blue chip. They don't really lose clients so their revenue has great visibility on that. It's trading on less than 2 x forward sales and that is not expensive for this sort of business. The business is very well placed going forward" Oliver Brown, RC Brown, 11 March 2024

Wise words and it is worth noting that the current shareprice is just marginally above the IPO price in July 2021 and nearly 40% below its ATH in September of that year. We know from the year end trading update, that was issued 2 months ago, that sales were anticipated to have increased by circa 13% to £71.7m, EBITDA by 14% with net cash remaining at circa £16.8m even after cash expenditure of £3m on acquisitions over the past 12 months. Onward and upward !

[its the oxman] 28/3/2024 08:14

Yep, looking good , and results very soon.

[northwards] 28/3/2024 07:41

Nice contract win.

[smithie6] 25/3/2024 11:15

...oops, wrong thread

[masurenguy] 16/3/2024 08:02

Oliver Brown, of RC Brown Investment Management, reviews Microlise @16.10

[masurenguy] 15/3/2024 14:51

The shareprice is exhibiting some real momentum now with a 35% increase since the begining of the year and a 55% rise over the past 3 months.

[masurenguy] 12/3/2024 13:01

Big vote of confidence from BGF who have just increased their shareholding by 30%. Header updated.

[aishah] 12/3/2024 12:21

BGF Investment Mgmt add 1.8m shares to move up to 6.659% holding.

[aishah] 04/3/2024 15:40

Huge volume today. SCSW did a full write up last month and added them to their portfolio in early Feb. Good Stocko metrics and coverage too.

[masurenguy] 12/2/2024 09:40

Hit a 6 month high this morning and now back to their IPO price.

[masurenguy] 31/1/2024 07:19

James Thorne of Columbia Threadneedle talks about Microlise on Vox Markets @14.35.

[its the oxman] 30/1/2024 18:28

Not always convinced by charts but looks like a break towards 160p would see a definite reversal of our downtrend. Next results and a more than deserved share tip or two could easily see this come about. A few profit takers today but time to hang on me thinks and give this time to re rate.