Netcall Share Discussion Threads

[spaceparallax] 24/2/2012 11:26

looking forward to it - they've really moved ahead over recent months.

[giantpeach2] 24/2/2012 09:56

results out monday and should be very good!!!

[spaceparallax] 20/2/2012 10:11

Nice bit of news maintaining the upward momentum

[spaceparallax] 10/2/2012 14:51

looking good

[spaceparallax] 03/2/2012 11:10

Looking as if the creeping rise could continue

[spaceparallax] 01/2/2012 09:44

cheers LBO

[lbo] 31/1/2012 22:12

Three undervalued small caps



Netcall , a small-cap company offering software to make telephone call-handling more efficient, continues to ring the right note and, at 19.5p (TIDM: NET), the shares are close to my 23p target price. It is also one that is looking conservative following a trading update that revealed that underlying earnings are well on course to hit analysts' estimates of 1.8p a share in the 12 months to June 2012, up from 1.57p in the previous year.

And with net cash up from £5.9m to £7.2m - equating to 5.9p a share - in the six months to the end of December, there should be good news on the dividend, too. We have already banked a 0.4p a share maiden dividend last month, and with cash generation strong, the company bought back almost 1m shares at an average price of 17p in the fourth quarter of 2011.

Trading on 7.5 times earnings estimates net of cash and underpinned by strong earnings momentum and a buy-back programme, the shares are still too lowly valued even though they have already risen 50 per cent since I advised buying at 13p (Queuebusters, 17 Jan 2011). I have raised my fair value target price to 25p and continue to rate Netcall shares a buy.

[spaceparallax] 31/1/2012 11:28

wouldn't surprise me if the share price ticks up a little more today

[spaceparallax] 30/1/2012 16:50

Looks like Henderson are very keen on NET - I wonder how big their ambitions might be?

[spaceparallax] 30/1/2012 12:51

Good to see a little life this morning

[lbo] 22/1/2012 09:23

Customer engagement software firm Netcall (NET) has confirmed it is trading in line with market expectations for the year to December 2011.

In a brief trading update, Netcall says it has secured a good level of orders from new and existing customers, while it has also identified further opportunities to boost efficiencies. The AIM company also continues to generate cash - up from £5.9 million in June to £7.2 million at the year end.

We suggested buying the shares in November at 19.5p, largely due to the ongoing benefits of its Telephonetics acquisition. The deal brings considerable scope to cross-sell across the enlarged client base, which spans over 600 customers. Particularly as many are taking just two Netcall solutions out of a potential five to seven.

Moreover, the Eden package opens up new doors beyond traditional telephony to potentially larger markets such as data integration and workflow management. By helping customers increase efficiency and reduce costs, the solutions provided by Netcall are clearly gaining increased traction.

Broker WH Ireland predicts 2011 pre-tax profits of £2.5 million and EPS of 1.5p. Preliminary results are due on 27 Feburary, which should confirm the ongoing progress at Netcall. With a cash strong balance sheet, this well managed company has much further to go. Buy at 19.5p.

[spaceparallax] 19/1/2012 15:33

just spotted the two mega trades - both shown as sells (which is questionable) for C475K and C800K


If they're buybacks that'll remove approx 1% issue.

[spaceparallax] 19/1/2012 13:10

looks like another attempt on the 20p

[spaceparallax] 17/1/2012 09:27

A very heartening TS - share price soon likely to be firmly in the 20s

[lbo] 16/1/2012 12:52

Netcall (NET) retained its "buy" rating from WH Ireland, with a target price of 24p. The telecommunication software company trebled revenues in 2011 to 13.6 million pounds, following the acquisition of its peer Telephonetics and the broker notes that cost savings have been achieved earlier than originally expected. WH Ireland sees significant cross-selling opportunities across the group's enlarged client base and the possibility for expansion into the data integration and workflow management markets. The shares jumped 1.5p to 19.5p.

[spaceparallax] 16/1/2012 11:30

last year they were 21 Mar - so another 9-10 weeks before we're likely to hear much

[estienne] 16/1/2012 10:34

When are the next set of results?

[spaceparallax] 16/1/2012 09:35

might even have a breakout on the cards

[spaceparallax] 13/1/2012 14:02

the share price continues to climb - about time.

[spaceparallax] 12/1/2012 13:15

some life in the share price today

[spaceparallax] 14/12/2011 10:31

more share buyback

[spaceparallax] 05/12/2011 12:16

we seem to have some 100K multiples taking place - presumably a rollover or another buyback