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Group Chief Executive Jason Starr and Finance Director Julie Pomeroy will host a webinar and Q+A session to review these results at 3pm today. To register to attend this webinar, please visit: http://www.dillistonegroup.com/news.aspx?newsID=66
20% in six months plus divi and this is only your first fab day??? - if my investments generated that sort of return each year I'd never have to work again and my kids would become trust fund babies!. You must be hard to please :)
Interesting journey towards results on the 24th, recent buying and price trend is suggesting the 24th may be enjoyable.
Wow, today was a big hit to the markets. FTSE still going down. I have 5 holdings in my PF at the moment, somehow had one riser and all others flat today. Feeling lucky. Ex divi soon
but DSG is providing peace !! Now we just need slow rises daily
...anything I posted lol?
Looks possible, need more volume though
still active then lol
buy and hold. plus tipped by faraday recently too.
EV is wot 7-8 * this years op profit? Ups1de/CM/RW/Lacey et al...looks decent play, no?
slowly bubbling
Still holding here, expected a quicker rise to 95p but happy to hold for the divi
Hi. Saw your chart. DSG seems to be going sideways on very low volume (almost non existent volume today!!). What does DSG do? http://uk.advfn.com/p.php?pid=chartscreenshot&u=RlCVzNvOq9WoRUKF++C06tDvn8zp4SaHDM3NYcRzJi4= http://uk.advfn.com/p.php?pid=chartscreenshot&u=g61tq17eZ3AH2twKZhqZru49a+D22BXzD7caNiMrfSw= PS. Hi jollyspeculator. DSG is almost as boring a share as LOGP!! LOL.
Thank you for the research. As Ridingwaves says -' Very good summary! Extremely interesting. I may consider investing here, but not completely sure. Meanwhile, I'll add it to my 'watch ' list. Thanks again. Kind regards, Lacey
Hi Chequemate a very good summary. It is a good little business with solid growth and potential. I have followed it for a few years but never actually invested, but an acorn in making and small enough to be a tasty Morsel for a larger concern. It should certainly has some potential to increase to 95-£1 based on the figures and previous valuations. Good to see you posting as always.... GL
as always, sound analysis
I have done some research this morning into DSG. It seems a reasonable company with reasonable fundamentals. EPS have risen over the last 3 years, the PE is ok, PEG is low, it pays a dividend and management have a substantial holding together with institutions, equating to around 84.3% of shares issued. With such a high percentage that can mean the share is rather illiquid where trading in shares can result in greater movement in share price than in other more liquid stocks. That isn't necessarily a problem; I am used to that with my holding in TRCS. Remarkably few shares in issue, happier with that than investing in a company with billions of shares in issue and constantly issuing more to acquire companies. Looking at the fundamentals on the LSE site I am not sure of the ROCE for the previous year but will not get hung up over it. Haven't looked at the share price chart yet, need to have a look. I have read through the latest set of results, paying particular attention to the Chairman's and the CEO's report. On the whole the comments are positive, just one comment by the Chairman concerns me a tad; that is "Despite these positive trends, in what remains an unpredictable economic climate, we remain cautious". However the CEO states "It is the view of the Board that as the economic environment improves the strength of our products and services will create a strong opportunity for further organic growth". Hmm. I am a great believer in studying what the Chairman and CEO say, looking for positives and being extremely wary of anything negative. Being cautious is one thing, remaining cautious?, well, maybe not a bad thing; better than saying everything is milk and honey when they know full well it isn't. So, on the face of it, things look ok and the company has the confidence to increase their dividend, very good. I have put DSG on my watchlist, no hurry to invest but certainly open to the possibility. If a company is worth investing in today, then it will be tomorrow. I sold my holding in QPP yesterday because I felt uneasy with the amount I had invested in the market generally (and also uneasy about QPP ((milk and honey?)), so don't want to rush into anything right now. However, this does look like a good prospect. Good luck to all on here; I may be joining you at sometime. Regards CM
...had a small punt here... ...EV/EBIT is reasonable; management seems decent and aligned; market opp ok ...all opinion only, atb
Thanks mate....nice article. And good comments regarding riding waves...hes one of us!!!
Article from todays GCI: Supplier of recruitment software Dillistone Group reported pre-tax profits of £1.7m (2011:£1.4m) on revenues which grew 29% to £7.1m for the year to December. Cash funds totalled £1.6m (2011:1.6m) after an acquisition payment and the group remains debt free. A final dividend of 2.5p per share has been recommended, making total dividend for year of 3.7p (a yield of approximately 4.8%). Dillistone Group is a leader in the supply and support of recruitment software. It has two main trading businesses: Dillistone Systems, which targets the executive search industry and Voyager Software which targets other recruitment markets. Both divisions are said to have made a valuable contribution to the financial results whilst also delivering on important operational milestones. 2012 represents the first full year of ownership of Voyager Software, and the integration of Voyager Software into the group has been said to have progressed well. The group's strategy is to grow the business both organically and through acquisition. The acquisition strategy entails consideration of firms offering products that would further increase market share in the group's core makets, legacy applications where clients could be transferred to our modern suite of products of complementary applications which may be cross sold to clients of the group. The first quarter of 2013 is said to have been the best quarter since Q2 of 2011 in terms of new business wins. Incoming orders for the next generation Infinity product are well up on the levels achieved by the predecessor product, Professional, in the equivalent period in 2012. This has allowed the division to also show year on year growth in new business sales. Analysts at WH Ireland are forecasting pre-tax profits of £1.8m on revenues of £7.2m for the year to December. A strong income earner, the real appeal here is the steady progressive dividend and an order book that keeps growing thanks to sensible software acquisitions. Buy. I am not invested in DSG but I will do some thorough research tomorrow. I do not rely totally on GCI but I do use them sometimes as a starting point to look into potential investments; they have come up with some excellent companies previously. I usually use them to back up my own research. The fact that Ridingwaves has posted on here is encouraging, we know each other from a number of other boards and I value his contributions, we have similar strict investment criteria. Good luck all. Regards CM
Hi.....It was a general observation, probably not worded well. Just agreed with Moosh's sentiment that confidence in making decisions on ones own is the final chapter in mastering ones own successful investment strategy. We are continuously learning as it is all able probabilities and the % ages. I have no problem with people seeking opinions and Riddler offers very good advice and feedback. Atb GL.....on your journey.
I asked because we chat informally now on the gc pages with riddler and others....although I have drastically in my technical analysis my question was regarding the financial and divided yield etc which I know riddler has far more experience of....its the same question I will put to him on gc. Thanks guys for all your comments
Fair play mate... Shan only asked Riddlers thoughts, not that he would act on them. Totally agree if you have the skill and understanding and know everything about the markets you shoudnt need to ask opinions / questions / need reasurance etc.. But does anyone know everything ? Anyway like we said just our opinions.. And for whats its worth imo looks good for you guys in here. GL
Stephen, Moosh's is correct IMO. If you have built up the skill to understand the breeze and underling forces at play in the movement of prices, then you should not IMO seek others opinions which may lessen your inherent judgement if it has proved successful. It does not mean not sharing opinions, but acting on what you know and have in front of you away from the noise that often surrounds any share particularly when a movement of share price is occurring. I believe that to be a successful way and also the best way to refine your trading knowledge and strategy. Only my opinion though.... GL
Disagree with your 0829 post. Sharing ideas and asking opionons are what these boards are all about. Why else do we post ? P.s, not a dig as I follow and respect your posts, just an observation.