reports
- Colin Smith
Craneware Group | Positive AGM Update
Craneware has released a positive update ahead of the AGM today and announced changes to the Non-Executive Directorate. The company confirmed that the positive momentum seen in FY24 has continued into the current year. Craneware reiterated its confidence in achieving growth acceleration over the near term. The FY24 results confirmed that the full benefits of the transition to the cloud based Trisus platform are beginning to shine through which then prompted us to raise our forecast for revenue ...
Craneware: 5 directors
Five Directors at Craneware sold 565,000 shares at 2,200p. The significance rating of the trade was 90/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showin...
- Colin Smith
Craneware Group | FY24 results - Trisus delivering, raising forecasts
Craneware reported FY24 results slightly ahead of its trading statement, including a 9% YoY increase in revenue. Further to the results, we have raised our forecasts for revenue growth to an average of c8.5% from c6.0%, including over 9% growth this year, which flows through to our earnings forecasts and also indicates a large build up of net cash on the balance sheet, providing management with optionality for further distribution or investment. Our discounted cash flow (DCF) based valuation a...
- Colin Smith
Craneware Group | FY24 trading statement - better than expected
Craneware has reported strong growth for FY24 guiding to revenue in excess of US$188m, above the top end of current market expectations, and adjusted EBITDA of at least cUS$58m, at the top end of expectations. The group continues to pay down debt ahead of schedule. We will revise our figures on the full-year results, with a likely increase on the cards. We calculate a DCF based fair value of 2,541p, 10% above the current share price which could easily prove conservative on stronger medium term r...
- Colin Smith
Craneware Group | Microsoft Alliance to bring multiple benefits
Craneware has announced the formation of an extensive alliance with Microsoft Azure, its leading cloud partner, which will leverage Azure's capabilities, increase access for customers to Craneware's products, and improve Craneware's cost efficiency. Craneware's ability to partner with Microsoft in this way is a demonstration of the strength of Craneware's position in the US healthcare market for value cycle software, and furthers its ambition to become ubiquitous in US hospitals with enhanced pr...
- Colin Smith
Craneware Group: Initiation – In the sweetspot
Craneware is the market leader in value cycle SaaS provision in the US with a 40% market penetration and the ambition to become ubiquitous in US hospitals. The shackles of Covid disruption, digestion of the Sentry acquisition, and the transitioning of its customers to the fully cloud based Trisus platform, have fallen away and opened up new sales opportunities for the group. While the shares have out-performed strongly, multiples look reasonable compared with peers. We calculate a DCF based fair...
Hybridan Small Cap Feast - 17 Jul 23
17th July 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objecti...
Hybridan Small Cap Feast - 06 Mar 23
6 March 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objective...
- Paul Hill
'Strong' start to the year
There is nothing wrong with banking a few profits after a parabolic move, especially when a stock becomes disproportionately large within one’s portfolio. Yet for Elektron, based purely on the fundamentals, we believe this would be a mistake despite the stock’s >5-fold rise since the 2017 lows. Indeed, this morning the company said that Bulgin was continuing to experience buoyant demand, with YTD performance ahead of plan. Supported by a ‘record orderbook’, driving H1 expected sales up ...
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Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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