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"you guy's holding this for year's, or 10p target? "
I see no reason to sell. They have a service that is always going to be needed. With time and patience this has the potential to mature into significant, valuable business that pays dividends - as long as they (i) maintain standards of service, (ii) are not undercut by competitors and (iii) successfully execute their strategy of consolidation in their sector.
So this is a long term hold for me unless they either get bought out, or management start effing it up (which I so absolutely no evidence of so far).
I wasn't expecting the raise, but on reflection I'm happy. Though not the 12% discount.
Marketing to move from ad hoc (e.g. mouth to mouth referrals) to a more strategic approach. Tick. Aiming to sell more through channel partners, increasing from 56% of revenue to 90%. Tick. Expanding marketing reach geographically (USA is mentioned) and sectorial (healthcare). Tick. This all make sense to me.
Platform enhancement. Over 100 clients have change requests for the platform. The ability to meet these in a timely fashion will keep clients on board. Tick. And enhance the offer to potential clients. Tick.
Micro sized business. TIDE clearly believe this is an untapped market. They know their business. I believe them.
TIDE are building something robust and resilient. However as others have pointed out its taking a while.
But the hare does not always win the race.
Or perhaps I've just become a little emotionally attached to this share.
Also topped up, the time lag between contracts being secured and income showing up in the results should make for pleasant and profitable reading.
Astor paid.
Whether any interest is due on the payment remains in legals.
Anyone got a view on Rotala? It's lagged Stagecoach in terms of price recovery.
This has been on my watchlist since the days of Ferrex. Bought in today. Good luck all.
Yay! Just broken even on these. Will continue to hold...
Here's Edison Research's view (commissioned by Tungsten)
https://www.edisongroup.com/publication/foundations-for-growth-in-place/28814/
Ooops...a rather unfortunately named link from their twitter feed.
@BleepaMe was chosen to meet the rapidly evolving challenges of COVID- 19 at the Royal Oldham Hospital - to develop flexible & alternative ways of working, like remote working. Discover more http://ow.ly/JUng50****G
See today's rns:
A form TR-1 was received from Quilter Cheviot on 06 January 2021 which advised the Company that the size of a significant shareholding in the Company had changed. This was duly announced on 07 January 2021 under RNS 9678K. The Company would like to clarify that whilst the TR-1 was generated correctly by Quilter Cheviot (reflecting a switch from a discretionary to execution only account), the relevant shares were and continue to be held by Quilter Cheviot as a nominee for Mrs Helen Whipp (spouse of Chairman, Barrie Whipp) whose holding remains unchanged at 38,000,000 (8.3 per cent.) of the Company's ordinary share capital.
Axial3D, excellent partner.
https://fora.ie/axial3d-imaging-hospital-medical-tech-funding-5038649-Mar2020/
HMI sold 90% of their Q3 target.
The Q4 target was 27,000
They are now targeting 50,000 for the year, rather than the original target of 75,000.
37,436 achieved for the year to date, leaving 12,564 to go.
12,564 is 46% of the Q4 target.
That's a big drop from 90% achieved in Q3
Under promise & over deliver, or...??
Couple of announcements today from bus companies.
First Group say "Passenger volumes (UK) across the division have increased from c.10% of pre-pandemic levels at the low point to more than 50% last week. The division has recently increased operated mileage to almost 90% of pre-pandemic levels to provide more capacity as demand increases, even as social distancing restrictions remain in place."
Rotala say "At the time of writing passenger volumes are rising steadily as schools have returned and the holiday season has ended. On a like for like basis passenger volumes now stand at about 54% of the same period in the previous year. We expect this upward trend to continue. To match these increases bus service frequencies have been gradually returned to pre-crisis levels. We are now running at roughly the level we were at before the Coronavirus crisis hit."
Litigation issues are more likely to apply, in my opinion, if you chose not to use clinical grade imagery when that option was available through Bleepa.
Great news!
Looking through the list of 25 suppliers on the framework here: https://www.nhsx.nhs.uk/key-tools-and-info/clinical-communications-procurement-framework/
Bleepa is the only one that advertises clinical medical grade images. And it is CE marked. And that, I hope, should be worth a lot of money...
They bought one pretty recently that had a lot of undeveloped land. Cant remember which one though!
____
It was Sprucefield, Lisburn which is near Belfast. £40m from Intu in Dec 2019. Sprucefield was the site of a failed attempt by Intu to get a John Lewis store to N Ireland. The site includes 18 acres of development land.
Junta de Andalucía validates the Mining Permits of Proyecto Riotinto
Atalaya Mining Plc (AIM:ATYM, TSX:AYM) is pleased to announce that further to the announcements on 7 May 2020 and 30 January 2020, the Junta de Andalucía ("JdA") has confirmed through the Spanish press that the mining permits for Proyecto Riotinto ("Mining Permits") and are now fully validated.
The validation of the Mining Permits ends all the legal processes previously announced by the Company in relation to claims made by interested parties in connection with the approval process of Proyecto Riotinto.
Alberto Lavandeira, CEO, commented: "The environmental permit to restart Proyecto Riotinto was declared null by the Tribunal Superior de Justicia de Andalucía due to administrative reasons in the process, not environmental. Although it has been a lengthy process, the final approval is testimony to the full support of the Junta de Andalucía for the high-quality mining projects currently operating in the region."
Anon3 - No, I'm not a nurse, just a character from One Flew Over The Cuckoo's Nest.. But yes, Bravo for all the health care professionals, from the cleaners to the clinicians, superb effort.
Personally, I'm staying put. Kainos put out a fair bit of news that is additional to the RNS's and its all good and worthy staff. They are well run, and they have good values & I'll bet they retain their staff who are high value and high skilled. Here's a recent announcement re Amazon Web Services.
https://www.kainos.com/kainos-achieves-aws-saas-competency-status
In terms of Government & digitisation, I suspect Brexit will require significant digital re-configuration for Government & Kainos are well placed to pick up contracts. I also wonder whether COVID-19 will hasten or hinder NHS digitisation.