Interims Couldn't have wished for better at this stage. Set for big growth. Monetisation of the market via Activate will add fuel along with the vendor financing. Won't post my target as you would think me mad but well above £1.Tim Sykes - good look to him. Must be hard to keep on top of a growing Proactis + other large committments so take his move as a sign PHD is maturing and needs more full-time focus.
DoE for England Great to see them updating the website regularly - this is very good news.The next leg of Gov spending control can only increase the use of PHD after the election to help drive efficiency.Am I the only one that sees that as not only a great little company but also very importat to the UK economy and drive to reduce the deficit?[link]
Re: Err - another one - BETFRED It's a cross sell and not a new name - but good to see Intelligent Capture winning business on the back of Proactis customer base.
Err - another one - BETFRED Another one![link]
Re: Councils Cardiff should be used as a template for local govt after thecelection to eek out savings across the country.As soon as the full market place is running I would hope to see PHD blast out of this trading range to well above £1 all being well.
Councils [link] can only help convince other councils after the election.Need the same for NHS trusts.
Great Win and Advert for Proactis Well done Proactis.Fujitsu text in the release is a great advert. Excellent.[link]
Intesource, general stuff [link]
Re: Inspired move Intelligent Capture too , extending collaboration with UNIT4.
Inspired move A good move in my view. It would be great to see some estimates on the monetary metrics here...
Re: Trading Update Intesource were the missing link imho. That acquisition has accelerated the full function market place. The PE might be high but I see this as a gem. A few wins in other public sector orgs and it will be embedded in UK Gov. Dare I suggest this should be re-rated substantially.A # of larger entities would love to take out PHD.
Re: Trading Update It's something of a lonely vigil on this BB, but the TU is good - no surprises, strong confirmation in doing what they said and the future looks solid. Activate is clearly being more complex to get activated (sorry....) than envisaged, but we do seem to be nearly there. Interesting to see how the PR is played on yesterday's news. Thus far, from what I can see, very quietly.
Trading Update Reads very positively, onward and upward.What about invoice financing on Activate, yet to be announced?It all reads as solid profitable progress.
Intelligent Capture Win [link]
Re: Broker Comment would hope the broker is behind the curve on this one.