Carefully Does It
14 Nov 2015
10th Nov News Think it's Countrywide - [link]
Carefully Does It
13 Nov 2015
Re: Acquisition Also likely to find the cheaper acquisitions are hard to find now.Hence there is a chacne they will need to raise more capital somehow.At the same time I expect PHD are attracting some attention & could become a target themselves.
Carefully Does It
13 Nov 2015
Re: Acquisition CEO stated so in last set of results. Bolt-on due to add to the stable.He expected to update the market."M&A will remain a fundamental part of the Group's growth strategy over the coming year and I look forward to further substantial activity in this area."
Hawk Eye32
13 Nov 2015
Re: Acquisition CDI, What makes you come up with ccquisition for this company.
Carefully Does It
12 Nov 2015
Acquisition Won't be long before acquisition news and how they intend to fund it.Money is on more share issuance rather than debt.
Carefully Does It
22 Oct 2015
Basware Keep an eye on Basware and their moves. Say no more. They need the growth PHD can offer.
Carefully Does It
19 Oct 2015
Acquisition targets Very fragmented market. Here are just a few, worth a look and you can filter on capability.The question is whether they would buy a s/w company or more hands on full-service.[link]
Carefully Does It
14 Oct 2015
PHD as a target Real interest will perk up here when it becomes an acquisition target itself. That may be much sooner than some think. PHD is getting noticed by all and sundry.All and sundry may or may not be the name of an interested party.Purely speculative forecast. { 
dyor etc.
II Editor
13 Oct 2015
NEW ARTICLE: Proactis in record territory "It's been another impressive year for LSE
HDroactis and after a trio of successful acquisitions it seems consolidation is king for the spend control software provider. With the share price breaking above 100p for the first time since the ..."[link]
Carefully Does It
13 Oct 2015
Re: Results on Tuesday Excellent, speak for themselves. Acquisition due, or more than one?Justifies the p/e.
Carefully Does It
09 Oct 2015
Re: Results on Tuesday Looking back - Henderson joined and then the incentive plan was brought in for 90p+. Since about 90p arrived Henderson have been reducing. It looks like that was Hendersons stretch target?The cap on the price is Henderson. Until they stop reducing this is stuck.Ideally another deep pockets will arrive and clear Henderson of what they wish to reduce and we will get then through £1 and probably not look back.It should read well, just need to clear the seller.
pendil
09 Oct 2015
Results on Tuesday Based upon the August trading update these should be good, and they may spark a bit more interest
Carefully Does It
25 Sep 2015
Interesting reminder If a company can grow profitably in this environment that is a sign of a quality investment.[link]
Carefully Does It
17 Sep 2015
Volume Good to see the volume tick-up. Only a matter of time before the seller is cleared. One trade so large there should be an RNS soon.All I can see for this are good things. Get bought out or plod along, steadily growing.Inspired Capital have increased credit lines, may be for the launch of the invoice factoring capability with PHD.Now - UK Gov has set up man to look into late payments to SME's. That will only help PHD and Inspired imho.
Carefully Does It
16 Sep 2015
[link] at this pe it is a strong buy and hold for another 2-3 yrs.This news has more info in it than immediately obvious imho and a sign of things to come. Benefiting from deflation, helping cause it and a 'run to' if inflation starts to take off.Very good.
