TaylorSan
18 Aug 2016
Re: Apps and Results Here here.In other news it looks like Hendersons are still on the path of daily offloading. Wish they'd either stay put or pull out completely.
Carefully Does It
17 Aug 2016
Apps and Results New apps and updates, vey sensible and useful: [link] Brilliant and due a re-rate and a move to beyond the previous all time high if Henderson can be cleared out. Even in a downturn this should prosper as no reasonable sized company will cut back on spending to save money.Save in inflationary times, save in deflationary times, use Proactis.
Carefully Does It
12 Aug 2016
Re: Henderson Great results, Hendersons loss. They are probably just rebalancing the portfolio but they let some go cheaper than needed. We could do with an institution to just come and clear them out. In the right hands it would place a floor on the price.
TaylorSan
11 Aug 2016
Re: Henderson Yeah, someone is offloading stock daily and I suspect it's an institutional investor. Most unhelpful to us longs!FinnCap placed 200p target on PHD today.
Carefully Does It
08 Aug 2016
Henderson I think henderson are spooling out stock.The next set of results were not expected to show massive growth but Henderson want out anyway. It would be good for all if an investor came along and cleared out Henderson to remove the overhang.Growth in results will show through once all new divisions are integrated , just expecting this set to be a breather.
Carefully Does It
07 Jun 2016
Re: P&O FerryMasters contract Screwfix and P&O are forward looking and can act as excellent references for others needing to optimise supply. My target over 2-3 yrs is > FinnCaps current target price.
Simbr
07 Jun 2016
P&O FerryMasters contract finnCap published a note this morning: "Proactis has announced a contract win with P&O FerryMasters, extending the existing relationship a further five years and implementing the Supplier Network. The new platform will streamline electronic communication across the supply chain, and incorporates the potential of the Accelerated Payment Facility to the supplier base of 7,850, with a total spend environment of c£350m. While the uplift to our forecasts is minimal, the significance is material, again demonstrating the extension of an existing relationship and the..." taken from Research Tree
Simbrad
07 Jun 2016
finnCap published a note this morning: "Proactis has announced a contract win with P&O FerryMasters, extending the existing relationship a further five years and implementing the Supplier Network. The new platform will streamline electronic communication across the supply chain, and incorporates the potential of the Accelerated Payment Facility to the supplier base of 7,850, with a total spend environment of c£350m. While the uplift to our forecasts is minimal, the significance is material, again demonstrating the extension of an existing relationship and the..." taken from Research Tree
Carefully Does It
01 Jun 2016
Intesource, download pdf and have a read! Buy, if you can hold 3 years. A double/treble in my book from here.[link]
Carefully Does It
27 May 2016
Price Still expect this to get through 142p then on to 150p. Before year end.This can still double from here and growth is just starting as they gain penetration, traction, increased geographical reach, cross sell and offer more services. This is all before the work with Inspired Capital kicks in.Should be OK whether we stay or go from EU.
Carefully Does It
21 May 2016
in top 50 [link]
Carefully Does It
27 Apr 2016
Re: SP today I do.Once the revenue kicks in the P/S will look good too.Hold for a few years.
Hawk Eye32
27 Apr 2016
SP today This is quite a fall in sp especially taking into consideration the contract that have been won recently. Although if you look at the chart since I purchased in September 2015 it has had interesting time, there has not been any big sell off if you look at the trades. Still think this could be good long term?
Muzzletoff
27 Apr 2016
Interims As anticipated by their earlier RNS Interim statement was steady as she goes, or fairly flattish.Still citing lot of potential revenue upside in their Screwfix and Flintshire CC supplier Network. Sounds like year-end prelims is most likely update on this project now?
Carefully Does It
26 Apr 2016
sponsored article but worth a read [link]
