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| Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
|---|---|---|---|---|---|
| Microlise Group Plc | LSE:SAAS | London | Ordinary Share | GB00BLR8L223 | ORD GBP0.001 |
| Price Change | % Change | Share Price | Shares Traded | Last Trade
|
|
|---|---|---|---|---|---|
| 4.00 | 2.89% | 142.50 | 62,581 | 12:35:03 |
| Bid Price | Offer Price | High Price | Low Price | Open Price | |
|---|---|---|---|---|---|
| 140.00 | 145.00 | 142.50 | 138.50 | 138.50 | |
| Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
|---|---|---|---|---|---|
| Offices-holdng Companies,nec | 71.72M | 1.58M | 0.0136 | 104.78 | 160.59M |
| Last Trade Time | Trade Type | Trade Size | Trade Price | Currency |
|---|---|---|---|---|
| 16:26:18 | O | 20,500 | 140.00 | GBX |
| Date | Time | Source | Headline |
|---|---|---|---|
| 11/7/2024 | 13:32 | ALNC |  TRADING UPDATES: IntelliAM secures grant funds; Incanthera firms order |
| 11/7/2024 | 07:00 | UK RNS | Microlise Group PLC New Products |
| 18/6/2024 | 11:17 | ALNC | Microlise wins GBP1 million contract with French transport firm |
| 18/6/2024 | 07:00 | UK RNS | Microlise Group PLC Contract Win with Leading French Transport Company |
| 24/5/2024 | 12:46 | UK RNS | Microlise Group PLC Result of AGM |
| 20/5/2024 | 12:10 | ALNC | Microlise announces two new contract wins worth over GBP2 million |
| 20/5/2024 | 07:00 | UK RNS | Microlise Group PLC Contract Wins: GSF and Foodstuffs South Island |
| 02/5/2024 | 07:00 | UK RNS | Microlise Group PLC Annual Report and Accounts & Notice of AGM |
| 09/4/2024 | 10:36 | ALNC | Microlise annual revenue jumps; eyes future growth |
| 09/4/2024 | 07:00 | UK RNS | Microlise Group PLC Results for the year ended 31 December 2023 |
Microlise (SAAS) Share Charts1 Year Microlise Chart |
|
1 Month Microlise Chart |
Intraday Microlise Chart |
| Date | Time | Title | Posts |
|---|---|---|---|
| 12/7/2024 | 16:27 | Microlise: Transport telematics to optimize fleet operations efficiency | 99 |
| 08/4/2024 | 22:56 | Microlise | 38 |
| Trade Time | Trade Price | Trade Size | Trade Value | Trade Type |
|---|---|---|---|---|
| 2024-07-26 15:26:19 | 144.90 | 5,000 | 7,245.00 | O |
| 2024-07-26 15:25:46 | 144.90 | 5,000 | 7,245.00 | O |
| 2024-07-26 13:10:14 | 145.00 | 413 | 598.85 | O |
| 2024-07-26 13:02:59 | 145.00 | 1 | 1.45 | O |
| 2024-07-26 13:02:59 | 145.00 | 56 | 81.20 | O |
| Top Posts |
|---|
Posted at 26/7/2024 09:20 by Microlise Daily Update Microlise Group Plc is listed in the Offices-holdng Companies,nec sector of the London Stock Exchange with ticker SAAS. The last closing price for Microlise was 138.50p.Microlise currently has 115,945,956 shares in issue. The market capitalisation of Microlise is £165,222,987. Microlise has a price to earnings ratio (PE ratio) of 104.78. This morning SAAS shares opened at 138.50p |
Posted at 12/7/2024 16:27 by pugugly Measurenguy- Like the moat - like the potential - like the cash conversion - do not like the p/e - Any slight miss against expectations might well cause a significant retraction. Current bid same a float price. Time value of money expensive a very low dividend. $64K question - Possibility of my reaching end of runway before significant increase in share price and or dividends. |
Posted at 12/7/2024 08:03 by masurenguy Everyone has to make their own judgment call but for me I consider SAAS to be a long term holding. |
Posted at 19/6/2024 16:10 by masurenguy tows - one of the key elements in the business model here is to increase software revenues by bolting on further software apps for their existing base. This can be most easily achieved through synergetic acquisitions. There were 3 in 2023 and others are likely to materialize in due course and importantly SAAS has the net cash to fund further deals. In response to your question, my 4 largest holdings are EQLS, MEGP, PLOR & SAAS. |
Posted at 19/6/2024 15:40 by theoriginalwonderstuff Thanks Masuren. I first bought this not long after the flotation; it reminded me a bit of a company called James Halstead before things went awry there. It seems a solid, medium sized enterprise but when the share price rose I pared down, leaving my profit as residual shares and taking my original investment out.Since then I've lurked, recently buying another small tranche. I'm intrigued by the story as it unfolds and can see the potential; it's just a shame that the flotation funds haven't been used to deliver transformational change. On an unrelated note, if this is your fourth biggest holding, what are your larger three?! (I'm tempted by GSK at the moment despite the possibility of Zantac payouts)... |
Posted at 19/6/2024 15:03 by masurenguy tows #87 - The company acquired 450 new contracts during the past financial year, which took them up to 640,000 subscriber users at the December 23 year end. Total revenue was £72m with software and services accounting for circa £48m (66.7%) and hardware for circa £24m (33.3%) of sales. That means that the average subscriber user generates circa £75 in revenue per annum, and with 99% of software revenue recurring they are well insulated against any churn.Software sales are projected to increase by circa 20% this year and hardware by around 8% so this is a business model that accumulates recurring SaaS revenue that emanate from subscribers obtained through new contract wins rather than than any bulk upfront sales. Obviously hardware sales are more lumpy and volatile according to the number of subscribers gained through new contract wins and the subsequent timeframe for it to be fitted and activated in individual vehicles. This is a long term investment, my fourth largest holding, and it is still under most peoples radar with the current shareprice just 3% above the IPO price 3 years ago and circa 40% below its ATH just 3 months after listing. IMO it is one to continue to acculmulate on dips. |
Posted at 28/5/2024 15:15 by masurenguy This is a very tightly held share with the top 10 investors holding over 95% of the shares in issue. The average daily trading volume is very small and it is still below most peoples radar. The downside of this is little movement over a period of time punctuated by sharp rises or falls, sometimes on small trading volumes. None of the major shareholders have made a transaction over the past 6 months so the trading that occurs tends to be by small retail investors.Currently the shareprice is just hovering just above the IPO almost 3 years ago. You will need to do your own research and analysis to determine whether you think that it is a good time to buy. |
Posted at 20/5/2024 07:07 by masurenguy A couple of nice contract wins, one in the UK small vehicles sector and the other in New Zealand.Contract Wins Contracts Expand Presence in New Markets and Geographies Microlise Group plc announces the signing of contracts with GSF Car Parts ('GSF') and Foodstuffs South Island ('FSSI') with a combined contract value of over £2m. GSF Microlise has signed a six-year contract with car parts delivery and fitting company GSF following a competitive tender process. Microlise will provide GSF's fleet of vans with its ePOD (Proof of Delivery) and Journey Management software solutions. Microlise's solutions will enable GSF to remove paper-based processes from its operations and grow its enterprise accounts. The contract increases Microlise's presence in the lighter goods vehicle segment of the market in line with the Company's strategy to expand in adjacent markets. Microlise customers are traditionally operators who manage a large fleet of HGVs, each of which conducting one pre-planned journey each day. GFS's profile differs from this, with a highly dynamic, high-volume operation, with lots of delivery requests coming in each day. This win demonstrates how the Microlise product is flexible enough to penetrate these newer adjacent markets, supporting new growth with existing products. Foodstuffs South Island Microlise has signed a five-year contract with New Zealand based FSSI. FSSI is the largest grocery retailer in the South Island of New Zealand with over 200 stores across multiple brands as well as providing online grocery services. The contract significantly increases Microlise's share of the grocery freight market in New Zealand. Microlise will provide its Journey Management and SmartPOD (Proof of Delivery) solutions to FSSI's owned vehicles and sub-contracted fleet as part of a major project by FSSI to refresh its core systems. Microlise was selected owing to its partnership approach, attention to detail and its existing relationships with Foodstuffs North Island, with which FSSI recently merged, and Gilmours, which recently merged with FSSI's wholesale division. Nadeem Raza, CEO of Microlise, commented: "We are delighted to announce these contracts, both of which are of strategic importance to the Group. GSF expands our reach into the smaller vehicles segment where our solutions have proven to be highly capable. Our software only solution greatly expands our potential market, and we are confident will improve our margins over time. Signing FSSI means we are now servicing some two thirds of the New Zealand grocery freight industry. This is an incredible achievement such a short time after entering the New Zealand market and demonstrates the strength of our offering and our potential to become market leaders in all the regions we operate in." |
Posted at 25/4/2024 07:23 by masurenguy Berenberg ‘bullish&rsquoBerenberg is backing transport management technology group Microlise (SAAS) as it proposes a maiden dividend. Analyst Kurran Aujla retained his ‘buy’ recommendation and increased the target price from 170p to 210p on the software-as-a-servic |
Posted at 28/3/2024 12:04 by citys2874 RNS TODAYMicrolise 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. |
Posted at 28/3/2024 08:29 by masurenguy 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 ! |
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