Carefully Does It
19 Aug 2015
Intesource From a few hours ago.[link]
Carefully Does It
18 Aug 2015
Old adage Henderson are following the old adage of selling into strength.Not a bad thing for holders as where else is liquidity to come from when there is such tight holding of relatively low float share.With care by management there is no reason the strength can't continue and ownership will be spread. Wouldn't be surprised to see a new major holder arrive on the register.Proactis have it all to play for with cross selling and further penetration in UK, Netherlands, APAC and US as the granddaddy. Interested to see if development with Third Fifth bank lead to something new.Breaching £1 is the target for now and some new announcement could help there.Would like to.see more NHS Trust work.
Carefully Does It
18 Aug 2015
Henderson Now we see the seller and not very surprised. They have multiplied their investment by about 2.7x approx and some are happy to pay 97p approx and look to the next 2.7x return to take this towards £100M as the management target.All rough figures.Onwards.Will be interesting to see where Henderson stay on their % holdings.There is also the consideration that this is so tightly held liquidity has to come from somewhere so Henderson may just be helping an orderly share price increase as ownership is spread - no bad thing.
Carefully Does It
06 Aug 2015
Re: Trading update confirms growth Totally agree. Pipeline of potential acquisitions too and if of the ilk of the last 3 they will add value, new services capabilities and cross selling opportunities. It is still a fragmented market ripe for consolidation.
pendil
06 Aug 2015
Re: Trading update confirms growth Actually today's RNS is a trading update for the full year. It does look like Proactis is one company which has cracked the cloud, and yet it remains modestly rated. The existing business is growing nicely and this statement from the CEO could mean there is some excitement to come:"In addition, the Group remains committed to its programme of delivering value added services to its customers' suppliers and I look forward to being able to report commercial progress on this in the near future."
Carefully Does It
06 Aug 2015
Interims confirm growth Expect further news on new service adoption.Looking good.
Carefully Does It
03 Aug 2015
some comment [link]
Carefully Does It
02 Aug 2015
At last, some exposure in the mainstream press Telling us what we already know but good to see in the press.[link]
Carefully Does It
21 Jul 2015
CTO - Good Appt They are piecing together a top flight team to build growth upon.[link]
Carefully Does It
14 Jul 2015
Very useful for APAC Quickest route in.Cloud meand global reach and rapid roll-out at lower incremental cost to PHD.Good news.[link]
Carefully Does It
10 Jul 2015
Re: Intesource - speaks for itself sourcing alternatives.very useful in the public service to optimise cost savings.in this case replacement of a scarce product.been a while since I had strong buy on this.[link]
Carefully Does It
09 Jul 2015
Intesource - speaks for itself [link]
Carefully Does It
07 Jul 2015
CFO Excellent news that Sykes has decided to become full-time and 100% PHD focussed.M&A due.
Carefully Does It
01 Jun 2015
Promotions medium term focus, promotions[link]
Carefully Does It
29 May 2015
Hope they can do better than this [link]
