Member Info for JohnLewis79

Tips Idea, they have been bullish of the stock for sometime now. Will put my two pennies worth in when I have read it.

Top week, the best by some way! Idea shares already showing a gain of 17.5% ytd, whereas the tech 350 slips 6% ytd. About 2m shares traded was way above the usual averages and those 750k sells on Tuesday must be hurting now! Stock picking among tech stocks is of prime importance much more difficult than choosing among retailers or builders for example. I like the techs for their great margins and Idea does not disappoint on that score. Electronic Data's sp after years of flatlining has sparked up lately and I wonder if Idea is having a look? Mrk Cap at c.£11m would be manageable if Idea wanted to buy a quoted stock. So far DH has stuck to the private tech sector which has served Idea well. Looking at the nos Idea does not need to buy atm, so my bet this year will be building on H1 and for earnings to hit 6p & rev's c.£40m above most estimates I know but a couple of blockbuster contracts and.....? The next few wks might confirm the strong sp start but the going gets tougher the higher you climb. I initially pencilled in 135-145 by year end, might review that no at the H/Y as would FC whose 120 looks conservative atm. Given their access to the Co you'd have to think their nos would be nearer the mark than mine. We shall see.

...good news as Idea is to host a Co presentation/seminar of its most successful software application program Q-Pulse. Hundreds of clients in the Middle East are new to Q-Pulse and this seminar on the 5/3 will be an ideal opportunity to spread the word among other businesses crying out to join in the latest management techniques. As ever Idea are ahead of the game.

....that's close at 114-5!!!......

What a difference a day makes, last 100k trades day the sp didn't budge so not sure how to evaluate today's rise. A good nos are taking profits so we may trend back to 114-5 depending on what the Barrow boys want to do, you know the drill 'mates rates' etc...whatever perhaps there are some brokers notes fuelling the interest or rumours of an acquisition on the horizon. I'd be more than happy to close at 104-5----- I much prefer the slow & steady approach rather than these sudden spikes but then I'm not a day trader!

Not far short of yesterday's total vol already, the shares on the rise to 116.5. Lots of goodwill associated with this stock. Don't be short.

We fell again! For goodness sake lse get a grip! Pencil in 111.5 close.

108-112 widest for sometime (3.7%) Sure you can trade inside those nos.

Must be to say ta ta to Aim where to be fair Idea has had a stellar few years (10) of solid consistent growth. Early adopters have had a terrific run since Ideas IPO. Time for a move into a bigger league (S/caps) must be on DH's mind. However given his past success he may be reluctant to move out of his comfortable home. Not sure about the technicalities of a move and how stressful it might be for the Co and it's staff but pretty sure it would cause the minimum upheaval. I feel it's the way forward but perhaps not exactly high up on DH's bucket list?

Yesterday's sp rise, shrugging off those big ii sells pushed Ideas sp to a record close. The stock price has quadrupled since '13 as it reports consistent nos and the markt loves consistency and visibility. Earnings per share and organic growth in '18&19 are expected to propel further rises in the share price as the Pe/r falls to the low 20's. Slowly the moat surrounding Idea is widening as barriers to entry into the GRC sector are seen as not worth the candle given Ideas dominance.

Idea closing price on lse is wide of the mark. This is becoming irritable to say the least when you start to doubt any number posted. I certainly ignore vols and bargains dealt as they rarely tally up. Even google who post the last sp dealt are off on vol numbers or rather have been of late. Having to double and triple check closing prices is very frustrating. Just as well the service is free! Pencil in c.111 mid close sp....better double check that!

Just done a bofp calc on Idea PEG (Price earnings to growth) ratio. This works out at 33.54 divided by '18 est 25% growth in eps gives a 1.34 peg...(a low no better/cheaper) Gen used as a preferred measure for high growth companies as opposed to large stodgy reliable stocks.

Idea -3 to 103 or + 3 to 106? Take your pick. Don't know why lse servers cannot keep up with trades and closing prices. Go with 106 after 108/9 interday high. Incidentally if your on the reg 2/3 you will collect a div of 0.078 payable 20/3 except those chunky sellers who baled out yesterday. The unaudited results point to the 9th year of successive growth for Idea a track record rarely equalled on Aim....unless you know better.

Finn Cap ups Idea target sp to 120. Pick any nos you like for the year it's pure guess work, yes the fundamentals underpin that number as it would 130-140 given some high value contracts in H2. Under promise and over deliver the stock price should mirror Co advances. Remember FC is the co broker paid by Idea to say nice things about them. So far overall fully warranted imo. One slight moan is the small t/o for the H/Y which might be 43% up but at £17m it's pitifully small indicating to me that lots of the contracts are of small lots, that's not to say they won't grow into bigger add ons in the years to come but I was hoping for £50m for the F/Y which looks out of the window now. However the drop to the bottom line continues their excellent margins allowing for an increased dividend and net cash available for a poss acquisition. All the other nos are very impressive SaaS up 122%, new bookings up 78%, recurrings up 60% and renewals of maintenance at 98% are just some. A great little co on the growth path. Barring a massive world economic reversal and there are plenty of doom mongers out there who say a big correction or worse, is heading our way---you can almost stick your Idea cert in the bottom drawer and forget about it......almost!

Big sells go through 900k+ at 106...good see ya!

Not too late to add MrBB. Right on the money this Co is being very well managed by DH & team. Just had a quick butchers will delve deeper later today. First impression...Yikes!

After yesterday's tanking of the bookies stocks I'd be a short term buyer at these levels on i) the falls were overdone and ii) £2 might be wide of the mark.

Good morning cellis. Very surprised to see you on this BB! Trust your well. I agree the shops are on a slippery slope to 'nowheresville' (my local High St had 6 bookies now only 2 left) and they are empty as pub gambling, hmmm, nudge nudge...nicked their trade through bad management and poor service rarely opening on time drove punters away. Many of the High St retailers now facing wipe out by the Internet and others. Soon shops will have no staff, Amazon's latest mob app allowing you to 'swipe and take.' As an old time bookie you must be aghast at the speed of decline but imo they deserve everything coming to them particularly the treatment meted out to the very rare winners getting barred, the stupid tv advertising and 'come on con bets'.....yea read sub section 43 of the offer ffs! I shall def attend the blood thing Agm as long as it's not held in St Asaph! Soon see.

Investors doing their best to take the stock lower with some quite hefty sells late reported. Selling now leads me to think these are 'short' plays ahead of announcement. Well good luck with that! No guarantee the sp will rise on expected blockbuster all round good news, the mrkt will always find something negative.....mostly the catch- all-"already priced in" I don't see Idea ahead of themselves the sp fully justifies progress to date and expected further advances this year. Any short term stock price decline will be pounced upon.

If strong rumours prove correct the Govt will cut the Fobts to a max £2 punt. This will severely damage earnings from Sads & WH with hundreds of shop closures and 20.000 job losses so said the Assoc of British Bookmakers. They have to talk their corner don't they? Shop closures and job losses will dull the pain from lost revenues but die hard machine freaks are unlikely to switch to more trad forms of gambling. Dogs might provide the instant fix but even they are like watching paint dry compared to the one armed bandits. They reaped in the good times and should have planned for exactly this eventuality. Granting US licenses to the management is a long process as managers have to have a gaming license or the US equiv and go through a thorough vetting procedure. May explain the hold up.