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any booze left?.... ...agree with CM that finals shd be upbeat
The final results for the year ending 30 June will be released on 24 September Although the sp performance has been disappointing of late I believe the results will be promising, especially if the latest trading update issued in June is re-read. Fundamentals remain strong. In my opinion this is a classic case of having to wait and wait a little longer before patience is rewarded, ignoring what may be happening with other shares which have been performing better Frustrating maybe, but I have had to live with that and learn from that in a number of my other holdings. Good luck all. Regards CM.
Using a time scale of 3 months and a moving average of 9 days, the Bollinger Bands are being squeezed. This often leads to or is an indication that a breakout is close (hopefully upwards). Watch this space!. From the last trading update: Trading Update Netcall plc (AIM: NET), a leading customer engagement software provider, is pleased to give an update on trading for the year ended 30 June 2013. The Group performed well in the second half of the year and the Board anticipates full year results will show a significant increase in both revenue and adjusted EBITDA(1), with the latter being comfortably in line with market expectations. Very positive!. Final results to be posted on 24 September. With the current economic climate seemingly in a more positive mood things look rosier than for some considerable time (imo). Regards CM
Yes Chequemate my friend is very confident the company is going places and expanding. No reason to dis-believe him but experience has taught me not to be to excited. Never the less i'm in here for at least 2 to 3 years and will see what happens then. Im hoping to bump in to him again in the next couple of months and will have a serious word as the last time we met he told me he would let me know of any upcoming events. Don't know if he is privy to trading updates but I will encourage him to seek out any information possible. Cheers PP
My average here is around 36.5p, having bought in twice, once below and once above that price. I originally bought in at around 26p only to sell out not much above to invest in another company being short of funds. Daft thing was I then lost on that share whereas had I stayed with NET I would have been making a good profit. Oh well, that's life. Glad to hear about your acquaintances enthusiasm, sometimes knowing one on the inside can be very beneficial. Don't think there is much chance of NET joining the main listing in the near future. If we invest in the right companies for the right reasons then, although AIM stocks are viewed as being higher risk, we can be reasonably confident (as much as we can with investing anywhere). Each to their own investment strategy though. Good luck. Regards CM
Have been following NET for a while eventually buying in 3-6 months ago, as a norm I try and avoid AIM as I have a few to many disasters. I actually got in to NET through an acquaintance who works there, had a look at the fundamentals which were very good but didn't like the spread so left it for the time being (that was at 28p), then I saw a bit institutional buying in. What actually did it for me is when I next bumped in to my acquaintance we talked about the company, he just enthuses about the company and he has been there 7/8 years, couldn't believe how passionate he was and normally he is a right grumpy sod. So I bought in at 36p, better late than never. Like you say its just a nice steady upward movement and lets hope it stays that way. Would love it if they joined the main listing.
Hello PP, thanks for the post. Welcome to the board. Nice to see I am not alone. The fundamentals here are very strong and meet the very strict criteria I set before investing in any company over the last 18 months. I am not expecting fireworks, just a nice slow (if necessary) and steady rise would be good enough for me. Beyond wanting any white knuckle rides these days. Good luck. CM
Great prediction and a nice little rise, lets hope for many more. Good call
There has been a trading update for NET around 18 July for the last 2 years, wonder what the chances are of one around that time this year?. That would mean a RNS possibly by the end of next week. Very slow but steady progress so far. Regards CM
Article from growthcompanyinvestor.co.uk today. Customer engagement specialist Netcall saw pre-tax profits rise by 46% to £1.3m on sales of £8.2m for the six months to December. Net csh stood at £8.2m while earnings per share powered ahead from 0.95p to 1.32p. The company's revenues are primarily recurring, coming from long-term contracts with customers. Margins also improved from 87% to 90%, while Netcall enthused that it won a number of contrct wins over the period including warranty provider Domestic & General and private hospital network Spire Healthcare. There were also a number of acquisitions, with enterprise content management specialist Serengeti snapped up for £2.9m last September. The group noted that its cloud based software - currently used by clients such as Louis Vuitton and Autoglass - was now being extended to apps on iPhones and Android phones. Furthermore its product development work continued, with its "Liberty" software - used by businesses for managing contacts and data - recently upgraded, something it notes will generate additional revenues for the group. Consensus forecasts are for pre-tax profits of £3.85m on sales of £16.75m for the year to June 2013. A dividend of 0.6p is also pencilled in. Recommended by Growth Company Investor last October at 28.3p, shares in Netcall have already gained over 30%. With a string of contract wins under its belt Netcall has shown itself to be a strong performer. Operating in one of the more niche areas of the technology sector, its boring range of software continues to hold considerable prospects for further growth, with a recurring revenue stream that should shield it from any disappointments. We retain our buy rating. Interesting. We need to do our own research of course, but it is always good to read articles like the above. I have found articles from GCI very useful as a starting point to any investment thoughts I may have; a number of them proving (very) profitable; but don't go on their recommendation(s) alone. Personally, I may look at how I can invest a little more. Good luck all. Regards CM
Netcall are a very interesting proposition with the cash at their disposal several bolt on aquisitions would add considerably to the offering, as Serrengetti will do in this financial year,with the track record of the management intergrating aquisitions the next few months should see further traction
Netcall: Merchant Securities shifts target price from 38p to 43p, while staying with its buy recommendation.
Adjusted earnings before interest, tax, depreciation and amortisation (EBITDA) - a frequently used measure of a company's operating performance- increased by 34% to £2.19m. Adjusted earnings per share rose 39% to 1.32p. Basic earnings per share jumped 44% to 0.92p. Henrik Bang, Chief Executive Officer of Netcall, commented: "Trading was comfortably in line with expectations during the first six months of the financial year. Netcall enjoys a growing pipeline, a high proportion of recurring revenues and an expanding product portfolio as a result of introducing new solutions and the acquisition of Serengeti. "In addition our financial strength provides us with the ability to continue investing in growth. Therefore, whilst the board is mindful of the prevailing economic climate it remains confident in achieving a successful outcome for the year."
Pre-tax profit rose 46.0 per cent to 1.34m pounds at AIM-listed customer engagement software provider Netcall for the six months ending December 31st. In its unaudited interim results, the group further reported that group revenue for the year had increased 12% to £8.16m, comprising 6% organic growth and an initial three month contribution from Serengeti Systems. Recurring revenue represented 65% of total revenue, marginally less than the 68% recorded in the preceding half of the year. Meanwhile, the gross profit margin improved from 87% to 90%, which the group said reflected the benefit of continuing cost saving programmes.
Wouldn't worry mate. Good Interims here and so far an MM opening price on the decent news but we may see a slight drop over the weeks creating a buying slot, it seems to be case often recently. Netcall's certainly setting a footing. GL.
Financial Highlights · Revenue increased 12% to £8.16m (H1 FY12: £7.31m) · Adjusted EBITDA(1) increased by 34% to £2.19m (H1 FY12: £1.63m) · Adjusted earnings per share(2) increased 39% to 1.32p (H1 FY12: 0.95p) · Revenue of a recurring nature(3) of £5.3m corresponding to 65% of total revenue · Cash generated from operations increased 32% to £2.42m (H1 FY12: £1.83m) before acquisition and reorganisation payments · Profit before tax increased 46% to £1.34m (H1 FY12: £0.92m) · Basic earnings per share increased 44% to 0.92p (H1 FY12: 0.64p) · Debt-free balance sheet with net cash funds of £8.18m
Results out tomorrow - didnt get a chance to buy back in. GL.
http://www.investegate.co.uk/netcall-plc-(net)/rns/holding(s)-in-company/201302131212498036X/
Thats a nice holding...
Would appear that an institution has doubled their holding
With a huge buy like tht, why no movement on the SP....any ideas?
I wish I had funds! Credit card must be undusted... :P
Now thats what you call a buy......£1.2M............I wish I had that that sort of cash to trade with.........Who would buy that .....and why?.....Is there a leak?....soemone knows something......perhaps a directors buy..? but what ever, its still a very large buy thats for sure........interesting to see what happens now......
"The Group performed well in the first half of the year, delivering strong operating cash flows and sales growth, whilst at the same time integrating Serengeti. Along with new customer wins such as North Wales Housing, we are pleased with the level of cross-sales achieved in the period such as the sale of an Eden solution to The Warranty Group, an existing workforce management customer. The addition of Serengeti provides further opportunity for cross- and up-sales and the Board remains confident in achieving a successful outcome for the year."
significant orders: http://www.stockmarketwire.com/article/4451242/FLASH-Netcall-wins-significant-new-orders.html7