piw
24 Feb 2017
Video: IDOX investor presentation 21.2.17 Video presentation by Andrew Riley CEO.[link] - 00:16History of idox - 1
9Idox today - 027Renewed focus on the public sector – 04:40Acquisition of 6pm - 04:45Idox business model - 09:45Services to Local Government- 11:40Local Government market share - 13:56Idox customers – 14:38Financial highlights (year ended 31st October 2016) – 16:10Summary and outlook – 17:57Q&A – 19:23
Lucky sid
14 Dec 2016
Re: Results Tradedoption,That is a point very well made about the sexual health market and the synergy. After more research it is clear that 6pm are the market leader as well, by some distance.On another point, they also offer telehealth solutions and already monitor around 10,000 patients at home through their emcare service. As social care budgets become more integrated with NHS budgets to provide a singe healthcare budget such as the model being adopted in manchester, telehealth will really start to take off in the UK at last.When you consider all that, this looks like a potentially very good acquisition.
TradedOption
14 Dec 2016
Re: Results Hi Charlie51,Yes, the results were good, but organic growth at c. 5% is really needing to be backed up by an acceleration of acquisitive growth which seems to be gathering pace. I guess 6PM won't be listed in Malta for long if the offer is taken up. The acquisition does make sense in terms of IDOX's current markets in that local authorities, since 2013, have been responsible for areas previously under the NHS such as substance abuse, sexual health and community care. 6PM's products address these areas as well as offering solutions for NHS Trusts. There may be cross sell opportunities given their existing relationships with councils.The market is obviously not thrilled about the dilution but that's probably short term reaction. Cheers
Lucky sid
14 Dec 2016
Re: Results I would look more closely at the acquisition on two counts:1. The Maltese system is entirely based on the London exchange in terms of governance and rules. There is nothing dodgy about it.2. The company they are acquiring are market leaders in the NHS in some of their specialities. Their website tells you alot. You don't acquire a Chief Medical Officer like theirs without credibility.Looks like a sensible buy to me.
charlie51
14 Dec 2016
Results ….look very good. Pity about the acquisition. Maltese Stock Listing? Dodgier than a dodgy circus dodgem …..anyone care to be taken for a ride?
Sambram
22 Aug 2016
nice acquisition Update from Singers:"Idox announced the acquisition of Rippleffect, one of the UK’s top digital agencies. This follows on from last month’s acquisition of Open Objects, a provider of digital services for public sector specialising in social care and health. These two bolt-ons extend the group’s digital capability across all its domains and sectors and significantly boosts its presence in social care where there are opportunities for wider cross-selling. Our FY’16 EPS (YE Oct) is unchanged but further underpinned whilst we upgrade EPS in FY’17 and FY’18 by 6% and 4%. We believe Idox is experiencing positive momentum across its diversified markets and its EV/EBITDA cal’17 rating of 10.6x remains attractive."Taken from Research Tree
TradedOption
15 Aug 2016
Re: Chunky Buys Hard to say. Probably the long awaited re-rate after the profit hiccup of three years ago. Management sound like they are in control at the moment, cash is being generated, debt paid down and acquisitions are adding to the bottom line.Pressure on local councils to deliver more for less via automation will help sales.
nomates
15 Aug 2016
Chunky Buys Some chunky buys going through today - price at an all time high.Something afoot?
Simbr
07 Jun 2016
steady results "Idox has delivered a steady set of results revealing the typical underlying strength in the Public Sector Software division, and recovery in the problem child that the EIM division formerly represented. With 5% underlying group organic growth and 26% headline growth, momentum is clearly restored with the tried and tested mix of acquired and organic growth which Idox deployed so well up to 2013. The share price has responded with evidence of the return to form, and in the absence of upgrades (with management comfortable with performance "at least" in line with unchanged market expectations)." finnCap's note from this morning, taken from Research Tree
Simbrad
07 Jun 2016
"Idox has delivered a steady set of results revealing the typical underlying strength in the Public Sector Software division, and recovery in the problem child that the EIM division formerly represented. With 5% underlying group organic growth and 26% headline growth, momentum is clearly restored with the tried and tested mix of acquired and organic growth which Idox deployed so well up to 2013. The share price has responded with evidence of the return to form, and in the absence of upgrades (with management comfortable with performance "at least" in line with unchanged market expectations)." finnCap's note from this morning, taken from Research Tree
mcescher
27 Mar 2016
High growth potential solid dividend player in a healthy financial position. From this excellent report on IDOX [link]
II Editor
09 Feb 2015
NEW ARTICLE: Idox: Prospering from a flat economy "The document management specialist eeked out an increase in revenue and profit in January’s full-year results as it seeks to expand from its public sector stronghold. The Scottish referendum last year helped Idox earn 6% more revenue and ..."[link]
Madoff Jnr
01 Feb 2015
mistake/ Sold out of IDOX a few weeks ago and now wish I hadn't.Can't see anything wrong with the company and now I'm going to have to wait and see if it drops to around 30p mark........one to watch.
