Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Fresenius Medical Care has selected NetDimensions Talent Suite for a rollout to 30,000 employees in 24 countries in EMEALA (Europe, Middle East, Africa, and Latin America). Fresenius Medical Care is the world's largest integrated provider of products and services for individuals undergoing dialysis because of chronic kidney failure. In 2011, the company had 79,159 employees in 2,898 clinics and 40 production sites serving 233,156 patients and providing 34.4 million dialysis treatments worldwide. Fresenius Medical Care needed a Learning Management System that could be installed on premise, has strong compliance capabilities, supports multiple languages, is flexible and transparent in terms of customisations, and is backed by a very responsive technical support team. NetDimensions is one of the vendors in the industry whose Learning Management System has been validated to meet the compliance requirements for the FDA 21 CFR Part 11, 211, and 820, as well as EU GMP (including Annex 11) regulations. Gerard Remkes, Director for Integrated Learning Solutions at Fresenius Medical Care, commented: "After a very intensive selection process, we chose NetDimensions because we believe they are the right partner who will be able to support our needs internationally. Most importantly, we needed a solution that can meet the regulatory compliance requirements that will enable our company to comply with 21 CFR Part 11 and EU GMP Annex 11 regulations, and the NetDimensions Learning software passed the validation with us successfully." Liam Butler, General Manager for EMEA at NetDimensions, commented: "We are very excited to work with a global leader such as Fresenius Medical Care. We will be joining forces with Fresenius Medical Care to roll out NetDimensions Learning as part of our NetDimensions Talent Suite while at the same time ensuring that our solution is able to serve the different needs and requirements of the Fresenius Medical Care employees around the world."
at these levels opinion only
Take over may be on the cards according to SM,,,,,,,decent sp to get in at IMO,,,,,,,,,DYOR Great read here http://theel1tetrader.blogspot.com/2013/01/netdimensions-growth-platform.html
Feel free to sign up for free email updates using the box on the right or leave a comment beneath the article. http://theel1tetrader.blogspot.com/2013/01/netdimensions-growth-platform.html El1te
thanks almo, any idea when will this start rising, sorry i am new if my question sounds silly
The broker targets are much higher than the current share price, the share doesn't seem to be over bought therefore I personally think the mm's are seeing how low they can get in at. I purchased a fair chunk of shares yesterday and it they showed up as a sell. mm games imo...
any idea why this is down, despite showing good results ?
Jan 10 (Reuters) - NetDimensions Holdings Ltd: * Panmure cuts target price to 88p from 91p; rating buy.
http://www.4-traders.com/NETDIMENSIONS-HOLDINGS-4006996/news/NetDimensions-Holdings-Limited-NetDimensions-and-Larmer-Brown-Consulting-Deliver-Learning-Soluti-15765194/ London, United Kingdom; January 10, 2013 - NetDimensions (AIM: NETD; OTCQX: NETDY), a global provider of performance, knowledge, and learning management systems, and Larmer Brown, a certified reseller for NetDimensions' award-winning learning and talent management products, has announced that Thames Water, the UK's largest water and wastewater services provider, has chosen NetDimensions Learning to support the upgrade of its SCADA systems.
Any thoughts on why this is dropping? Revenue is up, strong forward P/E for 2013, no debt. Not holding but watching.
Staff training and talent development software provider NetDimensions has snagged a new contract with Finnair Flight Academy. NetDimensions has been contracted, along with its reseller partner Peak Pacific, to provide an integrated learning solution based on the NetDimensions Learning product. Meanwhile, Indra, a technology and innovation company, has successfully rolled out NetDimensions Talent Suite to 22,500 of its 40,000 employees that are operating in over 100 countries, the company revealed. Shares in NetDimensions edged up by a halfpenny to 41p to hover just below the 52-week high of 42.25p.
"In a consolidating LMS [learning management system] sector continued banner results like these coupled with an increased profile and its emerging economy tag (China +159%) should make the share subject to bid speculation," Panmure Gordon suggested, adding that IBM's acquisition of Kenexa for $46 a share - a 42% premium to the pre-bid price - was the most recent takeover in the sector.
Research house Edison, which counts NetDimensions as a research client, notes that the group "is expanding into emerging markets, increasing the emphasis on direct selling and broadening its product range to enable cross-selling of new modules to its global customer base. Nevertheless, the shares are still trading at half the 2007 IPO [flotation] price." It is conservatively forecasting the group will grow revenue by 13% this year (FY12) to $13.8m, which implies a similar second half to last year. "We expect operating margins to pull back in FY12 due to the increased headcount and marketing spend, but to rise back above 10% in the medium term," Edison added. Edison's view is that the stock looks undervalued compared to its AIM-quoted UK peers and its larger US competitors. "Our discounted cash flow analysis, which incorporates potentially conservative assumptions, suggests a valuation of 65p," the research house said. House broker Panmure Gordon left its "buy" recommendation unchanged and upped its price target to 84p from 76p after the results. "We are reminded of recent industry research stating that NetDimensions is 'clearly a company to watch' - not just watch, we venture, but Buy," Panmure Grdon analyst George O'Connor said. The broker has upped its full-year earnings per share forecast to 2.586 cents from 2.43 cents.
"We are committed to the idea of sustainable growth; we're not just flipping burgers here," Shaw said. "The bottom line is we have a little cash and we are growing," Shaw added. The net cash position at the end of June had improved to $7.8m, prior to the pay-out of the dividend, from $5.9m a year earlier, equivalent to 19.7p per share. The company increased headcount by 21% and added 42 new clients via direct sales and reseller channels during the reporting period. "We continue to hire and we are feeling pretty good about R&D [research & development] right now," Shaw said. "Quota-caring sales people will grow at a faster rate over the next couple of years," Shaw revealed, with the main sales pushes coming in the US, Europe and China. "The next office is set to be in Rio, and that's not so we can attend the carnival," Shaw quipped, "it's because of the growth of the Brazilian economy. The company will continue with its emphasis on addressing compliance-heavy markets, such as financial services, mineral extraction, transport and pharmaceuticals. The company has not declared an interim dividend, but looks likely to pay a final divi again for the current financial year, having made its maiden payment at the full-year stage last time out. That 2p pay-out included a special dividend element of 1.5p "for our loyal shareholders", Shaw noted.
Staff training and talent development software provider NetDimensions made its traditional first half loss but the red ink was of a paler hue than last year as revenue increased by a third. Loss before tax in the first half of 2012 narrowed to $0.5m from $0.7m last year, while the adjusted operating loss was hacked to just $0.1m from $0.4m. Chief Financial Officer Clarence Wu noted that, as per usual, the company's performance would be second-half weighted, possibly even more than usual. "It was about 35/65 weighted last year, maybe 40/60 the year before that," he told Sharecast. Revenue rose to $5.9m from $4.4m the year before, while deferred revenue - money the company is contracted to receive but for which it has not yet invoiced the client - rose 57% to $4.4m from $2.8m a year earlier. "Of that $4.4m, around $3.3m is expected to feed through in the second half of 2012," Wu said. NetDimensions operates a software as a service (SaaS) model, which means contract wins see revenue spread out over the life of the licensing period, rather than as a lump sum when the contract is signed. Jay Shaw, Managing Director and Chif Executuve Officer of NetDimensions, admitted that the company had not grown the top line as fast as some of its US rivals but suggested that many of those competitors are only interested in buying market share so they can sell their companies on to bigger players.
In shares mag today citing takeover target again (at possibly 3x current price!) and results next month to include contracts that havent been RNSd as such...
Panmure Gordon maintained its "buy" rating for NetDimensions (NETD) with a target price of 76p. With the learning software company looking to trade its shares on the OTCQX International trading platform, the broker believes the firm will gain greater exposure to investors in the US, where tech companies trade at a 28% premium to UK peers on an EV/EBITDA basis. Panmure also pointed to the group's strong client base, including Metersbonwe, which has 20,000 employees, and Best Buy International. The shares inched up by 0.25p to 31.5p.
Panmure Gordon reiterated its "buy" recommendation for NetDimensions (NETD) with a 76p target price. The broker noted that the software developer's sector has seen considerable acquisition activity recently and Panmure believes that the group is an attractive takeover prospect, trading on a prospective EV/EBITDA multiple of 5.2 times for the 2013 financial year. The broker said that the firm is growing well in the Asia Pacific region and added that the company's cash position of 7.7 million dollars (4.9 million pounds), as at 30th June, is ahead of its full year forecast of 7.1 million dollars (4.5 million pounds). Shares in NetDimensions were unchanged at 29.75p
NetDimensions, a global provider of performance, knowledge and learning management systems, has reported strong trading during the first half both in terms of financial and operational progress. Key contracts and agreements signed during the period have already made a contribution to the group and as a result revenue, profit before tax and earnings per share are expected to be in line with management expectations, with cash at June 30th of around $7.7m (H1 2011: $5.9m). Trading in the second half has so far been in line with full year market expectations.
AIM-listed Net Dimensions fell on Wednesday despite announcing it had done a deal to provide talent management software to Metersbonwe, mainland China's largest casual wear company. Metersbonwe will implement NetDimensions' Talent Suite software to address the increased training and talent management requirements of its 20,000 employees. Net's shares were off 0.7% in early trading following the announcemen
Panmure Gordon initiates buy on Netdimensions, target price 76p.
House broker Panmure Gordon commented that NetDimensions' results were "gobsmacking" and said the sector has witnessed "a slew of M&A [mergers & acquisitions] activity of late", the result of an increasing awareness by companies that human capital management is increasingly important in a slow economic growth environment, where work and staff dynamics are changing, something that "makes for an exciting growth market".
The transition is occurring through the addition of further programmes, known as the Talent Suite, which includes motivation for continued performance, which is being released in May, and career progression and learning growth, both due to be released around August 2012. The company added: "In 2012, the group will invest aggressively to develop and market our new talent management system and seed this new offering in our global markets. We are confident that the NetDimensions Talent Suite will become a substantial group business over time."
The firm added that while it is "actively looking" for appropriate acquisitions, none are currently in the pipeline. Cash at the end of the year increased to $6.9m from $6.0m the year before. The company is currently in the process of refocusing itself as a talent management company, rather than simply staff training, and is looking to boost revenue through its local after-sales services. NetDimensions said that it has been a "straightforward step" to align itself with the talent management and human capital management markets as they offer bigger deals within a bigger market.