Netcall Share Discussion Threads

[ygor705] 02/10/2020 11:29

How can 1 million shares in a small company be purchased and not affect the price? Are we due an RNS?

[ygor705] 01/10/2020 19:20

2 million shares bought late on at 37.5p. Something is going on.

[she-ra] 01/10/2020 13:02

oilforex maybe you should go and read the last set of results of Netcall and then go and read the last set of results of Cloudcall because to me you sound like you are from some kind of parallel universe.

[oilforex] 01/10/2020 08:24

Would be a bit of a shift from their previous move towards low code and away from their previous contract centre roots. However needs must and the low code is a hard sell despite what the company would tell you. Cloudcall offers an easier growth path in current markets, being more productised and in demand. Certainly an interesting idea. Let's see.

[platts] 30/9/2020 17:30

She-ra
Can you give us any information about Cloudcall.
What sort of company it is and why Netcall might want to buy it.

[she-ra] 30/9/2020 15:14

Is Netcall about to take over Cloudcall? I've seen Cloudcall rising for no good reason and heavy selling last week of Netcall shares. Someone been given the heads up?

If a takeover is so has Gresham engineered it to help themselves exit a bad investment decision in Cloudcall? And if Netcall are taking over Cloudcall, and it certainly is overvalued as it stands today, what incentives have the board been offered for such a move? Increased share awards? Bigger stake in the company through a discounted placing?

[ygor705] 08/9/2020 09:08

It's gone very quiet here after a sudden flurry of activity last week. Is it the calm before the results storm?

[spaceparallax] 02/9/2020 16:21

The sad thing is that the Company does perform YoY but the Mkt forces work against share price progress. At some future date I hope to see this injustice corrected.

[hastings] 02/9/2020 15:57

It is indeed, not before time!

[spaceparallax] 02/9/2020 12:37

Sp showing further signs of life.

[spaceparallax] 27/8/2020 17:08

Thanks for that comprehensive briefing Hastings.

[hastings] 27/8/2020 13:59

Good to see NET stirring!
Thought I'd post part of my write up from (last month) which may be of interest to others.

I caught up with Netcall CEO Henrik Bang yesterday, which although not the first time, was probably the most informative.

Given NET's recent update to the market, it wasn't surprising to hear him sounding an upbeat tone, certainly more so than in previous conversations, so perhaps that bodes well for prospects here.

Given the Covid issues Bang said that the company had functioned perfectly well as per its statement and given the nature of its business and operations it was very well placed to drive further annual contract value.

Going on, he added that a number of existing customers had called on NET to assist with various issues within their businesses and operations during the recent months and with the company focusing on its low code offering, it is perfectly situated to the digital age and drivers to that.

Bang pointed out that being operationally geared is a positive as the business is in a hot space and there has as a result, been a significant and more than expected increase in cash generation.
The level of cash performance had surprised even the board and the CEO added that it had been driven by a number of factors that included its increasing customer base and partnerships.

He said that when covid broke they assembled small operational teams that were tasked and focused on specific areas and this had proven very successful.

As customers struggled with various pressures, Netcall was called upon to problem solve such as with NHS Dumfries and Galloway specifically around the covid virus.

This saw the companies Liberty Converse contact centre system automatically placing a call between an advisor and patient to manage information regarding testing on covid results.
Also for the NHS where it serves 75% of all UK trusts, they have developed a system titled patient Hub which optimises clinic performance and delivers a better patient experience.
This, as part of the service will allow the likes of outpatients to spend time elsewhere rather than in a traditional waiting area before being notified that their appointment or consultation is ready.

The University of Southampton NHS Trust estimated that it would save them up to £200k per year, but importantly, it provides for a powerfully fast and efficient notification as to whether a patient has accepted an appointment or is present.

The company works with numerous businesses across many areas but the advent of covid has perhaps opened up the door for an increased adoption or upgrading from retailers who are now extending or transitioning to online services.

Major UK bed retailer Dreams has very recently replaced its customer engagement platform with one single integrated solution that connects and manages the customer engagement and buying experience across all its service channels.

And with its many customers NET's historical churn rate runs at just 5%, although Bang points out it is probably pushing a bit higher than that now as not surprisingly some customers in the leisure industry have had to depart.

This however hasn't had an adverse effect as increased demand and adoption from elsewhere has more than compensated, hence the current strong performance.

Some years back Netcall sat on a huge cash pile and was an extremely good dividend payer, until it chose to purchase Matsoft in the low code space.

Some commentators questioned the logic behind that and in recent years NET has been sitting on a net debt position. However, that acquisition is now seemingly coming into its own and with the last earn out payment concluded, cash is on the increase again and should ramp up in the next few years.

Bang ponders what they will do with that money as it increases and whilst further acquisitions could figure, so too could dividends along with continued investment into the business.

The shares are a long way off from FinnCap's 90p target and there is another note from Canaccord which although more restrained at 57p, is still some distance off the current price.

As I have mentioned before NET isn't overly exciting, but for me its a sleep easy stock that does little for weeks then spikes either way, which provides for an entry/add or taking profit depending on your particular timescale.

I feel that given the progress and current suitable climate the company will continue to be in demand and it is worth noting that overall the business is very sticky and enjoys considerable recurring revenue.

[ygor705] 25/8/2020 11:20

Also, Directors have been buying and results due in about a months time

[ygor705] 25/8/2020 11:16

I like the look of this company, but the shares are difficult to trade with a very wide spread between bid and offer. When I checked this morning the actual touch was 37.6p bid and 40p offered in 5k which is better than shown on the boards. Everything seems to be favourable for the business at the moment and a quick look at the last 5 years balance sheets shows both strength and heavy investment in intangibles (probably intellectual property rights) over the past couple of years. Given the sector that it is in ie Call Centre software, share price performance has been pretty pedestrian in recent years but this may be about to change. I have dipped a toe in and bought a few at 40p

[thewheeliedealer] 21/7/2020 22:07

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion covers NET which I don’t hold at the moment but I like it a lot. We also chatted about loads of other Stocks and as always a fair bit of general Portfolio Management educational stuff. Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want TPI Podcast 27) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful,

Cheers, WD
@wheeliedealer

[spaceparallax] 14/7/2020 11:51

Tremendous TS - how many businesses can match that level of performance in these challenging times.

[platts] 14/7/2020 10:55

Very good trading update release.
Note how the pandemic and lockdown are seriously bullish for our company as
health services etc are taking up digitalisation with increasing rapidity.

Let's not forget that Netcall is a technology stock.
It would be preferable if the company provided more news releases about contracts etc.

The new Microsoft director must be doing good things in improving the quality of
Netcall's products. It would be interesting to hear more how he is transforming
the company's technology.

[oldvic] 14/7/2020 08:59

surely a take over target ?

[hastings] 14/7/2020 07:17

A very positive TU this morning.Looks one of the better placed to prosper during the current times and beyond.Strong cash generation and plenty of recurring revenue.

[hastings] 18/6/2020 08:02

Could there possibly be a year end TU coming soon!

[spaceparallax] 10/6/2020 10:49

It was only a matter of time before we saw a correction of the previous ridiculous plummet. Hopefully the next TS or results should support this long overdue recovery.

[hastings] 10/6/2020 10:00

A few trades pushing this on today!Low code very likely to accelerate given where we are now at in the digital transformation and NET looks well placed.

[platts] 09/4/2020 12:03

director purchase of 160,000 shares on 4th and 6th April 2020
constructive.

[platts] 02/4/2020 15:05

I wonder if netcall is a takeover candidate?