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Well sort of - a meltdown would probably be a little more pronounced!
Just Fluctuations.
any idea why the drop?
Liontrust are really buying in strongly here - another RNS just out. They now own 15.33%, or 33.6m shares.
That's over 5m more shares bought in the last few days:
Https://www.investegate.co.uk/ideagen-plc--idea-/rns/holding-s--in-company/201811221212062354I/
RNS - Liontrust continue to buy. They've now got 12.88%, or 28.2m shares. A month ago they had 24.6m shares, so they've added a nice 3.6m shares since then:
Https://www.investegate.co.uk/ideagen-plc/rns/holding-s--in-company/201811201204149246H/
For me the icing on the cake is in the form of increasing recurring revenues as highlighted by rivaldo - onwards and upwards folks.
Finncap retain their 180p target:
Http://investing.thisismoney.co.uk/broker-views/
Wonderful recurring income, and a very strong H1 update:
"Given the momentum of our SaaS business the Company now expects to generate 74% of its revenues from recurring contracts by the end of 2020, up from the 70% previously anticipated."
"The Board is pleased to report that trading has remained strong in the first half of the financial year and that revenue and EBITDA are both expected to be significantly ahead of the same period last year and in line with management's expectations."
Cash generation remains strong, so it's still possible we'll get more acquisitions this year.
And confidence remains high:
"The market opportunity remains large and long term and given the Group's position as a leader in the Governance, Risk and Compliance market, the Board is optimistic about the Group's continued growth prospects."
Ideagen present at our growth company seminar in Manchester on the 20th November which may be of interest to shareholders or potential investors. hTTps://www.sharesoc.org/events/sharesoc-growth-company-seminar-in-manchester-20-november-2018/
Really like this. If I was a global supplier looking to replace several legacy systems with one worldwide system I would put a great deal of research into it before going for something I was absolutely sure would do the job, with no mess-ups and no teething. Confidence inspiring that this is a leader.
https://www.ideagen.com/company/news/pladis-the-global-snacks-leader-launches-ideagen-s-software-for-global-sqse-operations/
"pladis, the global snacks leader, launches Ideagen’s software for global SQSE operations
Thursday, November 8, 2018
The owner of McVities will implement Ideagen’s Coruson software for its safety, quality, security and environmental responsibilities
pladis, owner of snacking brands such as McVitie’s is to launch a new software system to enhance its global safety, quality, security and environmental (SQSE) operations.
The global snacks leader will replace a series of current legacy systems with Ideagen’s Coruson software as it looks to streamline several operational processes.
Coruson will become the company’s single system for SQSE, helping pladis enhance quality, speed of manufacturing and distribution as well as the safety and security of its 26,000 staff globally.
etc"
Ideagen present at our growth company seminar in Manchester on the 20th November which may be of interest to shareholders or potential investors. https://www.sharesoc.org/events/sharesoc-growth-company-seminar-in-manchester-20-november-2018/
....even more.
If there's any fund I trust to get it right it's them. Done very well from their smaller companies fund over a long time.
Sorry wrong board.
Doing its bit over $85 atm....
Looks like the barrow boys are shaking loose holders out for some cheapo shares ready to lift the stock come update. Win win for the 'gapper' ups! Short term and squiggly line theorists might see this as a good re-entry point. A 30 fall nearer fair value. Im still watching and waiting as tech stocks in the US are under the hammer, the Nsdq down c.400 last 3 sessions which might be the start of the next downturn. The last bear mrkt '07-'09 started on October 9..... Just sayin'
3 Directors exercised at 600k shares each at 152p awarded under the LTIP (2017).
Two holdings RNS's:
Livingbridge buy and go above 5% with 5.78% (12.55m shares):
Https://www.investegate.co.uk/ideagen-plc--idea-/rns/holding-s--in-company/201810021638487515C/
And Canaccord also buy and go above 10% with 21.7m shares:
Https://www.investegate.co.uk/ideagen-plc--idea-/rns/holding-s--in-company/201810021637507513C/
Finncap raise their target price to 180p (from 167p)....
Http://investing.thisismoney.co.uk/broker-views/
Great news & endorsing the view that we are a shrewd acquisitive growth company, wehose reputation 7 therefore rating will continue to improve. .Looks like a great deal for us & the vendors-who walk away after 3 months with the best part of £20mill-win/win.
Looks terrific - and immediately earnings-enhancing.
A bargain price too, paying £20.5m for £2m EBITDA, with high recurring revenues and a terrific blue chip client base:
https://www.investegate.co.uk/ideagen-plc--idea-/rns/acquisition-of-morgan-kai-group-ltd/201809280700052471C/
EPCOR in project with Ideagen to upgrade safety and quality
24 September 2018
EPCOR, the Dutch maintenance, repair and overhaul (MRO) organisation for the global aviation industry, is to implement a software solution from Ideagen to enhance both safety and quality management.
Ideagen Q-Pulse, Ideagen’s flagship quality management software, will improve processes around audit performance as well as help to surface trends from audit findings and highlight key safety issues.
The system will also allow EPCOR to control general operational business processes as it continues a period of rapid growth.
Ali Nekoui, Safety and Quality Engineer at EPCOR, said: “In the company’s early days our main tasks involved work for KLM but since then the business has expanded globally and we maintain APU’s and pneumatic components for other airlines now, with around 100 clients globally.”
Ali continued: “It was for this reason that we decided to completely upgrade both of our quality and safety management systems and associated processes.
“Q-Pulse will make it possible for us to conduct enhanced analysis of our occurrence reporting. We want to be able to look closely at our data and highlight the main topic trends that are emerging from our operations. This will let us see how we are performing in certain areas across the organisation, providing us with the data needed to make key operational decisions such as whether we need to start an investigation or begin corrective action procedures.”
Mr. Nekoui added: “Q-Pulse will allow us to check graphical analysis and dig into our data for more in-depth information. The power to be able to do that through Q-Pulse will be key for us and provide an immediate oversight of safety.”
Founded in 1999 and based at Amsterdam’s Schiphol Airport, EPCOR overhauls auxiliary power units (APU) and pneumatic components for a variety of aviation organisations.
The organisation was initially launched through a joint venture between Hamilton Sundstrand and KLM, and is a 100% owned subsidiary of Air France Industries KLM Engineering & Maintenance (AFI KLM E&M). EPCOR counts the likes of Air Canada, Egypt Air, Virgin Atlantic and China Southern Airlines amongst its global client base.
Ideagen is a UK-headquartered, global software firm that provides software and services to some of the largest organisations in the world. Its diverse and varied customer base includes many well-known, global brands such as International Airlines Group (IAG), Aggreko, BAE, Ryanair, US Navy, KLM, BBVA, Commerzbank, Meggitt, Heineken, Johnson Matthey, Haeco Group and European Central Bank. As well as this, Ideagen counts 180 hospitals across the UK and US amongst its client base."
...must be part of the Barclays melt down yesterday, the Nat West today and Virgin line to boot (unable to pay for my beer in my local). Joe Public seething unable to access cash fom terminals etc... All part of the great UK mis-management of railways, techs, bloody Brexit and goodness knows what else is being covered up...tech is the future...yea like ****
Been unable to get a quote from HL since 11.00am...ffs. Imagine if we were in a 'crash' situation!
It was quite a long article which I breezed through and saved to my front page expecting to read thoroughly later on....some chance. It was wiped off. Don't think there was any startling news we were unaware of... However they seem to think there will be all round upgrades when recent & future purchases 'bed in' Est £40m revs by 2020 (from memory) and P/e of 32 for '19 again from memory. Someone will get the IC I'm sure to fill us in on the details. Whatever a Buy recommend was issued, the last at c.135, so the IC has 'form' on picking this stock going the right way.