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MDS Midas Cap.

20.50
0.00 (0.00%)
10 Jan 2025 - Closed
Delayed by 15 minutes
Midas Capital Investors - MDS

Midas Capital Investors - MDS

Share Name Share Symbol Market Stock Type
Midas Cap. MDS London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 20.50 00:00:00
Open Price Low Price High Price Close Price Previous Close
20.50 20.50
more quote information »

Top Investor Posts

Top Posts
Posted at 28/2/2007 15:29 by mollymolly
As already said on here there is a lot of confidence being shown by the directors and they have been making their investor presentations.

I would have thought that many potential investors will wait to hear about the slipped contract, and perhaps to see the next deal before buying. They will have to buy at a higher price, but less risk.

As far as I know there is nothing that has happened today to cause any excitement. Just a few buyers about for a change?
Posted at 23/2/2007 13:21 by spurious
Hi Ram
Have to say if I was an institution investing in an aim stock then I would already be prepared to accept high risk for potential of substantial reward and consequently would want to invest ahead of the pack if I believed the story was compelling. Results will be important, but I feel the real risk takers/investors would very much wish to be in ahead of the curve.
Best regards
Patrick
Posted at 12/2/2007 12:44 by mollymolly
Crazycanuk/Magpie,

I'm sorry to have to agree with you. Mondas' share price performance has been dire in the last year. You are right about the performance of Blue Curve. I should also mention that the Eclipse acquisition was also very successful.

As you might expect, the Company has embarked in a PR campaign to attract investors. The change of name combined with the year-end has made now the natural time to make an additional effort to promote the Company to investors. I have seen the presentation and it is a very impressive story.

I believe that all parts of the business are performing well. Blue Curve is expected to continue to deliver further substantial business. CAPS has, of course, the huge "global rollout". In addition to the strong brought forward position, I do believe it to be true that the 2007 prospects for both Blue Curve and CAPS are much improved in both quality and the number of them.

The T&G forecast for 2007 is 3 times the 2006 profit. That is pretty decent growth. The current P/E of around 5 is surely a gross undervaluation of the business.

I am shy of predicting when the price will rise and by how much, but I really do remain confident that it will happen. Surely as news comes to add credibility to the forecast then the price will rise substantially.

I am still intrigued and encouraged by the Gresham share price. Crazycanuk: is Gresham still on a fwd P/E of 200? Gresham (GHT) does show what can happen to a Company's valuation if investors get excited about the prospects.

I know the Mondas business well and am convinced that it is in its best position ever.
Posted at 29/1/2007 18:40 by marcy
Long time off this BB but feel now could be a good time to get in with Mondas again. Previous discussion plus personal belief leads me to hope that the S.P could be 3x what it is today. Allowing for a meagre 15 PE. Orders are what count and Blue Curve with Mark Robertson at the helm is gaining ground. Get Corporate Actions on board and we have a very exciting prospect for potential and existing investors. New name, together with a hoped for new fresh and energetic image. The directors have a real chance to impress.
Posted at 25/1/2007 19:01 by steve_wilson
Agree Mondas is in a strong position.

Investors may be thin on the ground until slippage contract confirmed and future orders are brought in. Once the model is working current SH's will experience upward pressure. I sense this is not long away.

SJW
Posted at 25/1/2007 17:22 by mollymolly
I'm not sure about the Pearson relationship. There was a hope of explosive growth, but that has not materialised. We have seen steady growth in the Education market, but not explosive.

I think the resource/education part of the business is expected to produce steady growth (10%? - my guess) rather than the 30/40% organic growth expected in the other parts of the business,

The Resource business has been a dependable cash cow that saved Mondas, but the real excitement now lies in the CAPS and Blue Curve markets. Nevertheless the resource business does underpin the value of Mondas. At break up value Resource must be worth at least £3 or 4m add to that £1M+ cash and tax losses worth £2m. For investors this mature part of the business with its reliable recuring revenue limits the downside risk.
Posted at 09/1/2007 12:12 by steve_wilson
Mondas is well positioned to take advantage of the renewed call for IT and Corporate Actions automation. Front and back office staff are at capacity and do need such systems in place.

Management will need to deliver on promises and will be important to confirm the contract slippage has been concluded. Moving forward and albeit an assumption, Mondas could become a very busy business in 2007 returning to favor with institutions and investors.

SJW
Posted at 19/11/2006 23:49 by rambutan2
a chance to impress them continentals...

STP Corporate Actions Event Europe 2006

Date: Wednesday 22nd November 2006
until: Wednesday 22nd November 2006

Location: Renaissance Amsterdam Hotel
1012 SZ Amsterdam

The Netherlands

MANAGING CHANGE: European Harmonisation for Corporate Actions Processing
This event is being held on Wednesday 22nd November 2006, at the Renaissance Hotel, Amsterdam.

The team at Mondas will be exhibiting at this event and look forward to meeting any prospective clients, clients and investors.
Posted at 19/10/2006 16:23 by steve_wilson
Sadly despite recent good news the directors have not managed to inspire confidence in enough institutions or investors to buy shares in MDS. History has shown a few sells have faltered the S.P and successfully added to scepticism held by existing shareholders and by any new investor/s.

S.P decline a good opportunity that will pass by most. The directors have a finite responsibility to promote the potential future successes of Mondas plc


SJW
Posted at 05/10/2006 09:36 by mollymolly
The T&G BUY note says:

"Mondas is a much-changed business now compared with 18 months ago. Credit must be given to management for accelerating and enhancing the growth profile through the acquisitions made, and the internal restructuring action undertaken. This, combined with an improvement in customer confidence within the key markets served, has resulted in significantly improved revenue visibility, an enhanced pipeline and contracting sales cycles. While the outcome for the full year is still, inevitably, tied to timing of conversion of prospects, the risk/profile pendulum attached to this stock has taken a major swing in recent months. Against this background, a FY 2006E PE of 8.2x, falling to 5.9x in FY 2007, clearly fails to reflect the underlying trading momentum.

We maintain our target price of 25p which, in our opinion, represents genuine 12-month upside potential. This stock warrants greater attention from investors interested in companies that have moved through an inflection point. "

The interim results statement said: "....trade strongly and is well positioned to achieve full year expectations".


We really have seen a remarkable turnaround. All parts of the business are trading profitably. No longer are we in the position that the target might be made if some really major contract lands. The directors expect to make the target and, in my view, there is a better chance that they will beat it rather than miss it. What is more important, it is increasingly clear that this is not a one off profit, but something that will continue in 2007. The 'global rollout' of CAPS will surely last well into 2007, Blue Curve's rate of landing contracts should at least continue, and Resource will probably grow at least 10-20%. So not only will we have a decent profit in 2006, there is a very real likelihood of growing it by the 50% forecast in 2007.


In the past we have consistently been let down by the slow take up of the Company's CAPS product. Jarlath McGee has now broadened the company so that it is not all or nothing with the CAPS product. Currently most Corporate Action processing worldwide is done manually. It is obvious that over the next few years that most of this will be computerised. Mondas has the leading product and has proved that it can implement it efficiently. It is still not clear to me how quickly CAPS will be taken up, but it is clear that Mondas is not dependant on CAPS to make its numbers. Jarlath is now, after years of slow progress, not depending on CAPS to make a success of Mondas. When CAPS does take off in a BIG way that is UPSIDE. The timing of this does appear to me, to still be uncertain, but Mondas will be around to take advantage of it when it happens.

Most investors reading this will have bought Mondas shares (at higher share prices) because of the excitement of the CAPS potential. That is still there , Mondas is in its strongest position ever to take advantage of it. What is different is that Mondas no longer depends on spectacular new sales to make its numbers. We have an exciting business which is clearly worth much more than the current valuation, but also with the potential for much bigger things still being there.

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