Northgate Information Solutions Share Discussion Threads

[hotfinance14] 27/2/2007 10:12

I deal with a lot of the NIS staff.

[slaterlp] 27/2/2007 10:05

hot, you crack me up. You work at NIS then?

[tradx666] 26/2/2007 13:39

Hotfinance,

I don't know if you have ever attended these types of presentations, but they are in the main fairly boring; i.e. strategic positing, tactical operational execution, value-adds, USP's, management summary, aspirations etc etc - they are useful as background fillers and for understanding their business model, but they very carefully avoid all indications of current performance...oddly enough, they are more often than not attended by existing shareholders to remind them/benchmark them against the sector and why they are invested...

So, in short, I expect no great short-term movement in the SP, unless that is one of the vultures PE groups starts to make a move..

all of course imho!

regards

T..

[hotfinance14] 26/2/2007 10:19

I have recently spoke to many staff at NIS and they are very busy,

Slater...you sound like the lonely one.

[slaterlp] 26/2/2007 10:04

Is that it? Is that all you have to say? LOL. Well I guessed that, but come on tell us more. Are you lonely?

[hotfinance14] 26/2/2007 09:45

I am an investor in NIS bonehead.

[slaterlp] 26/2/2007 09:33

Hot. I have a question.

Why do you always post the news from this site?. What is the point?

Everyone is capable of reading it just as you are. If you were posting news from another site it would make sense, but as it is only one click away from this thread then it really is a bit of a waste of time. Of course if you drew attention to it with some words of wisdom or knowledge that would be worthy. But you never do, do you?

Tell me about yourself. Do you crave attention? Are you a loner with no friends, and does this satisfy a need in you to be noticed? :)

[hotfinance14] 26/2/2007 08:39

Patience Ken.

[kenbachelor] 26/2/2007 08:18

Hot - You've been promising us 100p for months, so why the downgrade?

[hotfinance14] 26/2/2007 07:47

If things are going well we should see 90p this week with the presentation today.

[hotfinance14] 26/2/2007 07:08

Northgate Information Solutions PLC
26 February 2007



Northgate Information Solutions Plc -

Analyst and Investor Briefing

Northgate Information Solutions announces that it is hosting an analyst and
investor briefing in London on Monday 26 February 2007.

The briefing will provide analysts and investors with an opportunity to enhance
their understanding of the key drivers of the long-term growth of Northgate's
business. The day will include a presentation by the Chief Executive followed by
presentations on the Northgate HR and Northgate Public Services Divisions.

No new material financial information will be disclosed during the meeting.

For further information please contact:

Northgate Information Solutions plc

Chris Stone / John Stier 01442 232424

Maitland

Neil Bennett/Amanda Martyr/Anne Wheeler 020 7379 5151

[slaterlp] 25/2/2007 10:23

I thought you meant this type of Company in particular.

[hotfinance14] 24/2/2007 10:11

Experience in running top blue chip companies.Why else would NIS appoint them.

[slaterlp] 24/2/2007 10:05

Experienced in what Hot?

[hotfinance14] 24/2/2007 10:03

Further experienced executives should help NIS for the future.

[kenbachelor] 24/2/2007 10:01

Hot - Can you explain why you consider it good news?

[hotfinance14] 24/2/2007 10:00

Good news.

[kenbachelor] 24/2/2007 09:58

Is that good or bad?

[hotfinance14] 24/2/2007 09:54

Two new non-exec directors apppointed this week.

[tradx666] 23/2/2007 16:48

I have to say that the sum of the parts must easily exceed todays value, and getting your hands on their cashflows would look particularly attractive to a vulture pe group...

It can surely only be a matter of time?

regards

T..

[desperate dan] 22/2/2007 11:19

slaterlp,

Thanks for taking the time to reply. Much appreciated.

[slaterlp] 22/2/2007 09:57

DD, No doesn't quote SAGE, but does suggest very good fit. Not sure if they got that from sage, or just rumour.

Also says that expects either share price will rise on companies own expansion and increasing revenues or because it will be taken out by others that are still sniffing around.-- Doesn't name them. but either way as HF says states Strong buy. Its pretty well a sure thing (as much as any stock can be)that the share price is going to rise, just a case of when.

As Tradx666 says the downside may well be the fear of cut backs in govt spending. But they are not wholly relieant on that, they have other solid business. But this stock stands out for the lack of excitement around the share price Most other stocks in this position would be rated higher. its always ben this way with NIS (for years since it was called MDIS), and early this century it fell to 22pish and that shook people, when they should have piled in big time. (me included).

As far as I am concerned, its a buy and hold. And if the market in general falls, this will fall more than it should and that is the perfect time to buy as many as you can afford. Also after its results, however good, historically the share price retreats. Peculiar but there it is.

[chris1604] 21/2/2007 12:01

Good post Tradx666.

Not sure possible change of govt is part of the equation. The NHS and education appear sacrosanct no matter which set of numbtys gets in.

I am in this company for the long term, I just worry someone will buy it on the cheap

[desperate dan] 21/2/2007 11:16

Thanks for responses. Interesting angle Tradx666. I'm sure there must be, at the very least, an element of caution presented in the current share price

Not seen the Willis broker's note in full, having only read snippets. Does it actually quote Sage as a potential suitor for the human resources software ?

[tradx666] 21/2/2007 10:54

DD,

NiS has a blue chip customer base, strong free-cashflows, and an inate ability to position itself well in respect of leveraging it's relationships into new/stronger well-funded government initiatives. It's margins are solid if not overly exciting. It's only risk factor can surely be that when this government is kicked out, that spending will be reined in and pressure on margins could ensue, and this preponderance and skew of revenues must surely be why this business is not more highly valued?

We will see.

regards

T..