||EPS - Basic
||Market Cap (m)
World Careers Network Share Discussion Threads
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|INdeed DD. Just pointing out that your £11.57 market cap was kinda nonsense if you have to buy at the top of the spread. At 195p it's £14.7m. Discount net current assets of £8.7m for an EV of £6m. That's an EV/earnings of c.10 based in annualised H1 earnings. NOt quite your PE of 2!!!! Alternatively EV/earnings of c. 6 if they do well in H2 and match last yeear's profits.
Nevertheless it's a biz capable of doing much better and not bad value here if things pick up.|
|eezy - the spread is horrendous, but it keeps banking the cash. Its part of the SAAS world and I know its competitors have all been acquired so it remains the only listed software minnow in it's field. I guess it hasn't been acquired as the Chairman calls all the shots given he and his family own circa 80%.|
|With a spread of 130-195p DD the market cap is £9.8-14.7m!!!|
|Market cap £11.57, cash £9.3m. Profit under heavy investment phase circa £1m/year - discounting the cash value ascribed to mcap its on a PE of 2x?.
Despite the words of caution, it's still heading in the right direction.|
|I've noticed the co. now actually has an office in the US headed up by a former Investment Banking employee (HR) according to her linkedIn:https://www.linkedin.com/in/jeanettemaisterThe key for growth acceleration IMO is if they start to expand in the US too. Could be interesting times ahead.The cash interest at 0.6% is appalling - there must be a better use for £8.1m than depreciating in the bank(!)|
|hi chaps, i've been for a year'ish in this stock - valuation always looked just ridiculously low but the main reason for that is that from institutional perspective this stock is uninvestable due to low liquidity and low free float.
having said that - if you apply some achievable growth assumptions plus account for net cash this is easy £8 IMHO - i would not count on this too quickly though unless the current owner just sells out completely in a deal. otherwise difficult to count private investors will see that value given very low profile the company has in it's PR (which I don't mind).|
|Agree with everything you say and also happy to just to sit and hold for a few years.
I think yesterday was the first time that I have looked at this company and was amazed at the fundamentals and even more so that I could buy on line given the tiny free float.
It appears that the only RNS's are results so perhaps we will chat again post 1H at the end of April 2015
|sailing john - was thinking the same thing myself when you posted. suprised to see anyone else post here given liquidity issues on the share and the tendency to flatline.
I've held these for a long time, but no-one else seems interested. Performance has gradually been accelerating and there are rarely any notable sells.
The CEO has also been keen historically to buy shares for cancellation when presented, from major shareholders. Having been on the market this long there is little chance of this going private through connected parties, I believe the opposite to be true that as it grows one of the majors will go for it and this will be end game - perhaps not for a few years, but ultimately the cash and client base will have further appeal. All it's competitors (by size) have been acquired by monolithic organizations such as Oracle and IBM..
Ultimately I'm looking for £8 / share, but on a 4-5 year view and in 'sale' status.|
|Blimey a post!
I managed to buy 2*1.5k on the bell yesterday at 210/218
Stunned at fundamentals with an MC of just £14m yesterday, PAT of £1.9m and real cash of £8m - bonkers!
But CEO owns over 70% (over 80% inc what I assume are family members) so delist perhaps a concern for the market. But no sign of that and why worry given the fundamentals!
Dusseldorf - ignoring the Director shareholding issue I value at £4 (circa £30m) (PE 12 + cash)given growth and steady increase in revenue/profit over the past few years.
|This co. have about 0.5% of stock in free float, it amazes me the mcap increase / decreases a few £m based on a few 000's shares traded - wrong price?
My view it should be trading around £3/3.50.
3.5p dividend to holders on 28th Nov.|
|...looks like they are very busy then|
|Rumour has it they are very busy|
|£3.5m of net cash. Market Value of £7m, previously made £1m pa, and regularly buying back shares.
|Interesting movement again|
|mrsonionbunjee - I'm not suprised given the lack of liquidity. The shares are closely held and the company is in process of buying back excess stock so the price is somewhat static for large periods of time.
Having said that its 40% up vs the last time I posted so can't complain..|
|Is anyone actually holding these?|
|Looks like Lion Trust Holdings has increased their holding by a further 4% prior to the results...bodes well. Results will be out by end of september...|
|Director selling £25k's worth? either he needs the money or he knows something we don't..I'm just watching at the moment...looks a little over priced, unless full year backs up results.|
|All very quiet at the minute, but results not far away now...|
|Results should be april and the balance sheet has £1m of cash 89% of shares held by 5 investors mainly hibbs family
Major Shareholders Amount % Holding
Charles Edward Hipps 5,404,500 66.97
Liontrust Investment Funds 528,500 6.55
Dr Deborah Sally Hipps 477,750 5.92
Victoria Jane Hipps 477,750 5.92
General Port Mgmt (UK) Ltd 304,250 3.77
Guess this explains why even a few hundred quid buy moves the price up then|
|LOL Stupid man!|