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One company I anticipate profiling in an upcoming issue is AdvancedAdvT (ADVT; 114.5p), briefly mentioned in January. The shares subsequently resumed trading on AIM after their seven-month suspension during which time it acquired five software businesses from Capita (CPI; 18.9p) for approximately £33m cash, heralding the return of Vin Murria to... ...
I’ve known Vin Murria for many years. She’s a frenetic deal maker. She made her first fortune in Kewill (a roll up of logistics software firms), her second in Computer Software Group (roll up of charity and legal software) and her third in Advanced Computer Software (a healthcare and business solutions rollup). I was therefore intere... ...
A business that supplies software to deal with corporate tax returns might not make for an exciting read. But sometimes a thuddingly dull business area can lead to a software star. For instance, I have previously profiled Advanced Computer Software and Computer Software Group, both of which were run by Vin Murria. These were not high technology... ...
I have always been attracted to Computacenter (CCC; 806p) as an investment so when a smaller rival, Softcat, made its debut on the Full List last month, I was naturally interested. If you think a business that sells computer hardware and software to the top-500 companies is a “boring” investment, take a look at Computacenter’s... ...
It is incredible that chief executive Vin Murria has been sitting on her hands since the sizeable acquisition of CSH in March 2013. Anyone who knows Murria will know she is hardly one to keep still and she cites the reason that asset prices are too high. If that is the case we’re surprised she isn’t selling the business as her cycle... ...
Full year results were top of the range. Sales were up 68% to £203m (7% organic) and adjusted pretax profit was £38.5m, up from £24.1m, for adjusted eps of 6.2p. Net debt stands at £48m. The original business, Health & Care, grew sales 17% (13% organic) to £31.4m and recorded an operating profit of £8.9m. Margins increased from 27.5% to a re... ...
ASW's full year results are overshadowed by the issuance of shares due on the performance ratchet put in place at the time of the float. This will result in the issue of 16.8m shares (c.4%) to chief executive Vin Murria. Nobody can grumble about these given the transformation, which has taken place at ASW although forecasts will need to be shade... ...
In a somewhat quirky move, healthcare software supremo ASW has acquired Computer Software Holdings (CSH) for £110m. CSH is a business well known to chief executive Vin Murria as she previously built up CSH in the quoted arena before taking it private in May’07 for £91m, merging it with IRIS Software in July 07 and then selling... ...
ASW’s confident trading update said that for the year to end February it expects revenue from continuing operations of £98m, 10% ahead of the year before and 8% organic growth. EBITDA is expected to be £24m, 9% ahead. Net debt has also fallen to just £1m compared to £25.3m six months ago, before the £15m proceeds from the sale... ...
Shares in Advanced Computer Software (ASW), a supplier of software to the primary care market -software systems for those at the frontline including doctors, pharmacists and nurses - were almost breaking into a new high before the recent market turmoil. Just listen to some of the comments from chief executive Mrs Vin Murria in the areas of mobil... ...