Northgate Information Solutions Share Discussion Threads

[amt] 11/9/2007 07:33

Very positive report this morning with integration of new acquisition ahead of schedule. Good visibilty over earnings, very interesting at this price. P/rE ratio of 10 seams very low, why is it so cheap, is there something I dont know about ?

[hotfinance14] 11/9/2007 07:10

Drunker....arrived in OZ ?

[grlz] 10/9/2007 15:25

added some more - my chart suggests 84.25 is value with 93.5 by 20/01/08

DYOR

[drunker50] 08/9/2007 20:16

Good news, NIS have jumped on the yellow brick road and have arrived in oz.

[lightning] 06/9/2007 16:18

Very odd. The last 30 or so trades have all gone through at 71.25p, both buys and sells.

[fludde] 06/9/2007 13:14

True- I was looking at it backwards. They are buys!

[kenbachelor] 06/9/2007 13:04

If they were sells, there is no way they would be fetching 72p

[fludde] 06/9/2007 12:49

As the price is nearer the offer than the bid you have to presume they were sells- strange they are not shown as that since that is the calculation the screen normally uses.

[kenbachelor] 06/9/2007 12:40

And as they are shown as buys - why is the price lower?

[fludde] 06/9/2007 12:03

Sadly not I

Still long may they continue.

[lightning] 06/9/2007 11:55

Some interesting transactions going on, two buys of 1,000,000+ and a late trade shown 1,535,000?. Who has that kind of money to spend?

[desperate dan] 29/8/2007 20:49

Agree gurp. Not sure if it's a typo or not (text copied from Investorease commentary), but with the Altium targets set as they are stated, then certainly an upgrade.

[drunker50] 29/8/2007 16:40

Why would someone sell shares in 645 tranches all day long, it must cost a fortune in dealing fees, why not sell in 1 lump.

[grlz] 29/8/2007 11:51

looks like UBS like it at this price

[gurp] 29/8/2007 11:41

DD - strange, to 'add' from 'buy' is actually a downgrade.

[hotfinance14] 26/8/2007 08:08

Received the NIS accounts in the post this weekend.Superb presentation.

[desperate dan] 25/8/2007 16:45

FWIW, a little more detail to the Altium add rec :

21.08.07 :-0.25, (69.25) Altium Securities upgraded the group to 'add' from 'buy' and retaining its 85 pence price target. In a note published this morning, Altium Securities said the Northgate Information Solutions upgrade follows recent share price weakness which has seen it underperform the market by more than 10% over the past month. Altium Securities said that the group has strong cash generative capabilities and has also had an encouraging recovery in each of its three operating divisions in H2 2007. The broker added that, in its view, the share price has come back far enough in the short term.

[superglide] 21/8/2007 23:30

sorry about formatting :(

[superglide] 21/8/2007 23:29

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21st August 2007

Broker Recommendation Round up



Selected Brokers

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1. IWeb
2. Internaxx
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2. New Star
3. Old Mutual

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Broker tips: DSG Intl Sainsburys Tesco Persimmon

Electrical retailer DSG International faded Tuesday as JP Morgan cut the shares to 'underweight' from 'neutral' and recommended a switch into Kesa Electricals.

The broker kept its price target for DSG at 165p, just a few pennies away from last night's closing price, while Kesa offers around 28% upside to its target.

Kesa also has exposure to the buoyant French retail environment, which accounts for 52% of its sales.

J Sainsbury has posted slim gains after ABN Amro lifted shares in the supermarket giant to 'hold' from 'sell' with price target raised to 544p from 450p.

But the broker thinks Wm Morrison, still a 'buy' with 363p target, and Tesco, which also remains a 'buy' with price target down to 583p from 602p, may represent better value.


Broker Recommendations

Date


Company Name


Ticker


Broker Name


Recommend


Price


Old Target Price


New Target Price


Broker Change

21-Aug-07


Carnival Corporation


CCL


Dresdner Kleinwort


Buy


2,165.00p


-


-


Reiteration

21-Aug-07


Connaught


CNT


Altium Capital


Buy


303.00p


400.00p


-


Reiteration

21-Aug-07


DSG International


DSGI


JP Morgan


Underweight


160.50p


165.00p


-


DownGrade

21-Aug-07


Electric Word


ELE


Panmure Gordon


Buy


9.00p


12.00p


-


Reiteration

21-Aug-07


Mears Group


MER


Altium Capital


Hold


270.75p


300.00p


285.00p


Reiteration

21-Aug-07


Mears Group


MER


Seymour Pierce


Outperform


270.75p


-


-


Reiteration

21-Aug-07


Morrison (Wm) Supermarkets


MRW


ABN Amro


Buy


260.50p


363.00p


-


Reiteration

21-Aug-07


Northern Rock


NRK


Cazenove


Outperform


707.50p


-


-


Reiteration

21-Aug-07


Northgate Information Solutions


NIS


Altium Capital


Buy


69.50p


85.00p


-


Upgrade

21-Aug-07


Persimmon


PSN


Citigroup


Buy


1,217.00p


-


-


Reiteration

21-Aug-07


Sainsbury (J)


SBRY


ABN Amro


Hold


509.50p


450.00p


544.00p


Upgrade

21-Aug-07


Sports Direct International


SPD


Panmure Gordon


Sell


132.25p


130.00p


-


Reiteration

21-Aug-07


St. Modwen Properties


SMP


Merrill Lynch


Sell


515.00p


-


-


DownGrade

21-Aug-07


Tesco


TSCO


ABN Amro


Buy


393.00p


602.00p


583.00p


Reiteration

21-Aug-07


Weir Group


WEIR


Evolution Securities


Buy


686.00p


825.00p


-


Reiteration


Other Company Recommendations Today

Hardide, Oakdene Homes, ServicePower, SPI Lasers, T Clarke, Wichford, Zetar


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[beercapafn] 21/8/2007 21:34

Hi Drunker50

Thats brave of you.. But I guess at the moment, you bought, you reconded you had called the bottom of the market. Well brave you and brave me, I boyght RIO at £34.53 and thouge I had grabed a bargin...

In 2 years it is going to look a bargin, but in the mean time I admit I really caught a crab, and very stupiditly hung on for the bounce. I anmit it to all that read this, I thought I caught a slow falling knife, but in ralality I thought I was making an investment desision when in fact I was 'gamboling'.

Silly me..

Jim

[drunker50] 21/8/2007 21:06

beer, no i bought at 0.74 :~{

[beercapafn] 21/8/2007 20:41

Hi Drunker50..

Guess you did'nt sell at £0.84 then...

[drunker50] 21/8/2007 20:25

superglide, could you possibly post the full article fia.

[superglide] 21/8/2007 16:17

tipped by altium to 85p an upgrade, that'll send em down then lol