Software Circle Share Discussion Threads

[apetley] 21/2/2008 14:31

Yes, I thought the patient had died, flatline since mid Jan.
Lets hope some news in the offing has created the stir.

[arthurly] 21/2/2008 14:26

Blimey a bit of upward movement after someone bought 200k's worth.

[drewz] 20/2/2008 18:39

Just one trade of 1,356 shares today.

And marked down by 5% just to take the Michael.

Anyone would think this company had died.

Far from it.

[fatfish] 20/2/2008 18:31

still like this one cash in the bank, divi just around the corner and the sats although slow should be the icing on the cake to really lift the share price mmmmmmmmmmmmmmmmmmmm gotta be worth a top up at ths price considering i paid almost double what it is now quite some time back

[arthurly] 20/2/2008 17:12

Strong appreciation of the yuang re the dollar and £ so that should help.

[igoe104] 20/2/2008 15:45

yes ITS NOT GOOD AT THE MOMENT, big losers for me on this one so far.

WE need A RNS saying that the roll-out is up and running again, with a positive write up about the future. if we get that we would see a massive rise in the s/p, but when its going to happen, is the million dollar question.

[drewz] 20/2/2008 15:42

slap,

do you think this is cheap enough now for you?

[slapdash] 20/2/2008 15:18

another great investors chronicle tip...... well played boys... slap

[siwel100] 18/2/2008 09:44

mm's took down the price to accomodate a total of 3m sales at 11p. So hardly suprising they are buying in at 9.5p and selling at 11.5p until the overhang clears.
From the share price point of view, the introduction of the Dividend will make a long term hold a lot more attractive and for the full benefits its a 3 year hold.

[igoe104] 14/2/2008 15:13

WE just need an up-date to say the sat rollout is back up and running and this will fly.

[susiebe] 14/2/2008 15:10

why is the share price static here
according to the chart no movement in share price since mid Jan..
is this correct?

[igoe104] 14/2/2008 15:08

It just shows we are one rns from being well back on track. i believe we could see a 50% rise with this one, with-in 3 months.

[arthurly] 14/2/2008 14:59

This stuff about outsourcing, on their website, is new isn't it ?

[igoe104] 14/2/2008 14:05

YEP drewz, i hold over 184,000 of them. i,ve been topping up over the last couple of weeks, they look like they could be involved in the german health cards project as well as alot of other things, if they get £3 a-card and the project is for 82 million people, there is alot of value for a company valued at 12 million.
They also got alot of security projects going down in the usa, worth keeping an eye on guys.

[arthurly] 14/2/2008 13:45

Noticed that igoe. A lot of AIM stocks are so bombed out that a bit of good news can really help. I notice IMTE is up nearly 90% in the last couple of days !

[drewz] 14/2/2008 13:44

Intercede?

[igoe104] 14/2/2008 13:38

one of my other shares that i tipped to you a month back to authurly is up over 42% today, it just shows what one trading statement can do to a share price, come on sft its your turn next.

[fatfish] 08/2/2008 11:59

looks like this is the bottom now then
when are the next results due?

[boadicea] 01/2/2008 09:07

Experience of some my previous investments that have taken time to mature or suffered minor setbacks, tells me that the main danger is of a predator picking them up on the cheap just as the corner is turned. It usually compensates for any interim loss that was showing but robs one of the main benefit still to come.

For those with a wider interest in China-based companies, the following links posted by buetow on the GNG thread may be worth looking up. I particularly note the 'cheaper in London' (etc) comment.
I hope he doesn't mind me copying it here -

From Jim Rogers' interview in 'FORTUNE 500' -

"How are you investing in China now? Are you buying shares of companies? Indexes? Real estate?"

"I own the currency. I own commodities. I do not own real estate. I have not bought any indexes. Rightly or wrongly, I think I can pick shares better than the index. All the studies show that most people can't do that. I HAVEN'T BOUGHT ANY NEW SHARES LATELY, BUT IF I DID, I WOULD BUY THEM IN HONG KONG OR SINGAPORE OR LONDON OR NEW YORK BECAUSE THEY'RE CHEAPER THAN ON THE MAINLAND."



See also

[drewz] 30/1/2008 15:03

fatfish,

SFT is obviously a disappointment to date - caused by the difficulties of project delays/credit crunch/risk aversion/illiquidity, but I guess we knew the speculative nature of it from day one, so we shouldn't be too surprised.

It can still recover in decent time if/when the greatly increased revenues materialise from the nationwide rollout of the SAT project.

Back to 20p-25p by year end without breaking sweat, I reckon.

[fatfish] 30/1/2008 14:25

Drewz

lets hope so eh ime currently 50% down which means the share price has to double to get me back to square one so this is gonna take a long time due to people buying now and reaping the profits back to 22p such is life for long term investors

[drewz] 30/1/2008 12:37

Well it's been a slow start to the SAT rollout, as is so often the case with such software projects.

Nonetheless, once the glitches are ironed out I am hopeful of a growth profile typified by another small software favourite of mine, BDI.

SFT is a couple of years behind BDI, but this year and next SFT should start to show the fruits of the last 2 years investment, something like this:

Interim Results
RNS Number:5479D
Bond International Software PLC
10 September 2007
FOR IMMEDIATE RELEASE 10 September 2007

Bond International Software Plc

UNAUDITED INTERIM RESULTS

Bond International Software Plc, the specialist provider of software for the
international recruitment and human resources industries, with operations in the UK, USA and Australia, today announces its unaudited interim results for the six months to 30 June 2007.

KEY POINTS
* Group revenues increased 87% to #13.9 million (2006: #7.4 million)

o Underlying growth (excluding acquisitions) of 14%

o Recurring income represented 44% of sales at #6.2 million

* Operating profit before amortisation of intangible assets up 66% to
#2.9 million (2006: #1.7 million)

* Pre-tax profit increased 17% to #1.9 million (2006: #1.6 million)

* Earnings per share increased to 4.70 pence (2006: 4.66 pence)

[boadicea] 17/1/2008 22:22

Nick - Not quite so pained as I was in around the 15p level. Compared to some others I hold, this is a mild drop!
The carnage in small caps atm is indiscriminate and is throwing up some amazing bargains which could become even more amazing before they recover.
The thing to look for is a strong balance sheet that can not only whether a financial storm but allow room to take advantage of the valuable flotsam it produces elsewhere.
One effect of a squeeze is to weed out the weaker members of a growth sector and hasten the demise of dying industries. SFT is neither. I am sticking with it.

[nickgrant2] 17/1/2008 21:18

All warm words in there plus some substance (its profitable!) but obvious big delays. The most important thing is that they are still in there and as someone else said, gaining experience everyday.

Its still quite bloody painful nursing a nearly 50% loss but I do believe the company is on the right track with the right approach, right projects and so on.

Nick