||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Servelec Share Discussion Threads
Showing 151 to 175 of 175 messages
|Continued big buying over ladt few days. Ennismore above 4%|
|big buys coming in today|
|Yes, I'd picked up on this - Servelec are gilding the lily with their investor statements.
Is it too much to ask that the FCA get their finger out and 'have a word' with companies which tell porkies to investors?|
|Also be interesting to see if there are any analysts' briefings tomorrow with the results and if so, if they have sorted out their market share graphs for social care. I don't know if these are the figures they were told and believed when they bought and paid handsomely for Corelogic.
The social care market share graphs on their analysts' briefing in October are completely wrong.
They think they are the biggest social care supplier when they are not by a long way and they think there is a big market opportunity to go for when, in fact, those local authorities have largely already moved to their main competitor.
It's just basic market awareness. As a freelance contractor in this business I need to know what council's use what system to bid for work, you'd think they'd know too.
All they need to do is hire a telesales person to ring round every local authority and find out what supplier they use. I don't know if they are as bad in the other divisions at knowing their market, but it doesn't look impressive.|
|Worrying news from one particular trust that uses RiO
|full year results tomorrow...looking at the chart hopefully a break up rather than a break down.|
|Berenberg initiated coverage on the 7th this month. Target share price of 391|
|And who is selling? Or is it simply being shuffled from one hand to the other?|
|even bigger trades than yesterday...I wonder who's buying?|
|More big trades. Given the ordinary volume is so piddling they stand out.|
|big buy this morning at 300p.|
|solid trading update IMHO. BOD seemed to have responded well to last year's issues. let's try to break 300p.|
|Hi Mike, thanks for the warm welcoming comment! Don't think it's baloney though - my research shows Servelec's social care product coming second in most tenders, winning roughly one third of available business. Would be considered strong in many sectors, but the cash-strapped local gov sector doesn't overpay for these systems, and it will take a long time to recover the capital investment Servelec made in Corelogic.
Wasn't impressed with the statement that operational staffing had been cut to focus on sales, because they're already taking a long time to implement Mosaic - 2.5 - 3 years, compared to market norms of 12-18 months - which means that milestone payments and rev rec will be hit.
Only affects their social care business, I know, but it feels a little soggy.|
|NT has bought in here, catalyst being the contract win.|
|N+1 Singer have raised target price to 310p. If more deals are announced similar to the recent one in December, I'm looking at 340p. IMHO.|
|broker upgrade today i believe|
|Worth adding that the share price slumped last year because of delays in contracts being renewed. Assuming those delays don't continue indefinitely there is the strong chance of a bulge of orders being pushed into 2017 and next years results exceeding expectations. This could well exceed all time highs next year IMO.|
|Positive update today, particularly the following and what appears to be more contracts to come:
'there are options to extend the system to cover additional platforms'
"This project marks a significant achievement for Servelec and further strengthens the Group's position with regards to winning additional contracts on this customer's other assets as well as with other OEMs; many of whom we are already in discussion with about future opportunities."
|Good news today. Absolutely zero volume or interest here, but if the business delivers the share price will catch up at some point.|
|upward share price movement to come?
1. Alan Howarth appointed as 'Senior Advisor to the Board of Servelec Health & Social Care, a division of Servelec Group PL'. He 'has extensive senior executive experience in the Health & Social Care sectors gained with a range of national and international organisations from both the public and private sectors. He was one of the founding partners of the EY Management Consulting practice in the UK, and was Chairman of a major acute NHS Trust for nearly seven years. Alan has co-written several papers including the "Intelligent Board" for the NHS, he participates in several technology forums that discuss leading public and private concerns, and is a Fellow of the Royal Society of Medicine.'
2. Mawer Investment Management Ltd have gone above 5%
3. Strategic Equity Capital Plc have gone above 8%|
|baloney from tony, member since, well, two days ago.|
|I'm quite concerned about their health and social care arm. Social care are losing heavily to Liquidlogic in the market, and the health and education products look old and tired.
Possibly even more worrying is the loss of key staff from the Corelogic side of the business - some really stellar people have moved on recently. Not good.|
|good company. delay in obtaining payments caused huge drop but then non-executive director bough 100,000 shares at around 234p.
strange dip on Monday on small volume but then late 2 huge buys have just gone through. I'm a holder and looking to add.
|What was that all about?|
|another positive RNS today|