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Quindell Portfolio = Extending nicely for the future! (QPP)     

skyhigh - 19 Dec 2011 20:27


Chart.aspx?Provider=EODIntra&Code=QPP&SiChart.aspx?Provider=EODIntra&Code=QPP&Si



Bought in today... have missed out on the impressive gains so far but solid progress is being made here and a good story developing so it looks good for more gains in the near future (imho)....

Quindell Portfolio, the brand extension company, says trading has continued positively in the period under review, building on the strong performance delivered by the Group in the first half.

The company expects to be significantly ahead of market expectations for the 15 month period ending 31 December 2011.

The Group announced back in October that it had won contracts with six established brands and one exciting new digital brand within the insurance, telecoms and utilities sectors, including for the first time, solar energy; and that revenues for 2011 were expected to be ahead of market expectations.

Since then, the Group has won further major contracts with established brands within the telecoms, utilities, on-line education and insurance sectors for both its technology enabled business process outsourcing division and software solutions division.

In aggregate, these contract wins could contribute over £6 million of annualised revenues. In addition, the Group has acquired two further businesses, Maine Finance and, most recently, Mobile Doctors Group Plc.

Margin performance has also been strong and, for 2011, margins are expected to be between 35 and 40 per cent. within its technology enabled business process outsourcing operations

Gerponville18 - 06 Aug 2012 08:51 - 32 of 1965

I am feeling a little "peeved off" .........I sold my shares at 0.065?

Should have kept them for the long term I know.......Tied-up in oil stocks at the moment?

I will be back.....As the saying goes!

2517GEORGE - 06 Aug 2012 09:40 - 33 of 1965

Not sure who but someone had a price target of 21p on QPP, so plenty of upside from their current 7.5p IF that is reached.
2517

skyhigh - 06 Aug 2012 20:24 - 34 of 1965

FYI... (FWIW)

Stick with it... could be double by next spring (imho)

Date Company Name Broker Rec. Price Old target price New target price Notes
09 Jul Quindell Portfolio Daniel Stewart Buy 7.50 24.00 24.00 Reiterates
09 May Quindell Portfolio Daniel Stewart Buy 7.50 21.00 21.00 Reiterates
05 Mar Quindell Portfolio Daniel Stewart Buy 7.50 21.20 21.00 Reiterates
28 Feb Quindell Portfolio Daniel Stewart Buy 7.50 - 21.20 Reiterates
25 Jan Quindell Portfolio Daniel Stewart Buy 7.50 15.00 21.30 Reiterates
24 Jan Quindell Portfolio Daniel Stewart Buy 7.50 15.00 15.00 Reiterates
12 Jan Quindell Portfolio Daniel Stewart Buy 7.50 15.00 15.00 Reiterates
15 Dec Quindell Portfolio Daniel Stewart Buy 7.50 15.00 15.00 Reiterates

skyhigh - 09 Aug 2012 18:38 - 35 of 1965

Apparently QPP tipped in Shares magazine today as one of ten "hidden gems."

Gerponville18 - 09 Aug 2012 18:43 - 36 of 1965

I agree with the Share Mag statement..........Great leader. Only one-way this stock is going. I'm hoping to buy tomorrow; should imagine a few other investors will do so following the article publication!

2517GEORGE - 14 Aug 2012 12:47 - 37 of 1965

Interims due early Sept.
2517

skyhigh - 14 Aug 2012 19:08 - 38 of 1965

Yep, but not much new stuff to expect as it was all released in a trading statement 9th July.
So I reckon there'll be a small gradual rise in SP untill the results and then a drop back on the interims
I expect the real gains will be in 6-9months time, (imho,dyor)..

2517GEORGE - 15 Aug 2012 09:00 - 39 of 1965

Agree skyhigh, I liked the phrase comfortably in line with market expectations. From todays rns July was the strongest month for cash, profit etc for QPP, so great start to the second half.
2517

2517GEORGE - 31 Aug 2012 16:14 - 40 of 1965

Interims on tuesday, be interesting to see whether July's records have continued into August. Media comment reckon these are significantly undervalued.
2517

2517GEORGE - 04 Sep 2012 09:17 - 41 of 1965

Excellent results with the outlook improving further. The board see no problem meeting the expected 1p eps for the year, if you read the wording on the eps then it looks likely to comfortably exceed 1p. This all makes QPP look undervalued imo.
2517

2517GEORGE - 07 Sep 2012 16:58 - 42 of 1965

Another good day here with 7%+ rise in the sp, been a steady riser all week, looking forward to more of the same and await contract news. Even after the recent sp (10.72p---oops current sp 10.62p) increase the PE is around 10, so still room for upside imo.
2517

skyhigh - 07 Sep 2012 17:32 - 43 of 1965

Yep, all looking good....nearly a double bagger for me since I first went in earlier this year...

2517GEORGE - 07 Sep 2012 17:41 - 44 of 1965

Likewise skyhigh, I paid 5.65p in July, have been tempted to lock in some profit but resisted as I believe these are still way undervalued.
2517

skyhigh - 17 Sep 2012 11:44 - 45 of 1965

Looking strong again.

2517GEORGE - 17 Sep 2012 11:49 - 46 of 1965

Yes, a lot of trades around 10.20p are listed as sells but are I believe buys. (I was quoted 10.20p to buy).
2517

skinny - 18 Sep 2012 07:17 - 47 of 1965

Major Contract Win and Acquisition

Quindell Portfolio Plc (AIM: QPP.L), the provider of sector leading expertise in software, consultancy and technology enabled outsourcing in its key markets, being Insurance, Telecommunications and their Related Sectors, is pleased to announce a major contract win in South Africa and the acquisition of Quintica SA (Pty) Limited and Quintica International Limited (collectively "Quintica") a specialist systems integrator and outsource service provider to the telecommunications marketplace throughout the Middle East and Africa.

2517GEORGE - 18 Sep 2012 09:26 - 48 of 1965

Didn't have to wait long for contract news (post 42). Acquisitions as well, and forecast to be earnings enhancing especially from 2013. Looking good.
2517

skyhigh - 26 Sep 2012 09:56 - 49 of 1965



More good news released this morning..story just gets better and better!s






RNS Number : 1515N

Quindell Portfolio PLC

26 September 2012

RNS For release 07.00 26 September 2012

Quindell Portfolio Plc
("Quindell", the "Company" or the "Group")
Acquisition and Increase in Director Shareholding

Quindell Portfolio Plc (AIM: QPP.L), the provider of sector
leading expertise in software, consultancy and technology
enabled outsourcing in its key markets, being Insurance,
Telecommunications and their Related Sectors, is pleased
to announce that it has completed the acquisition of the
group of companies comprising Overland Health ("Overland
Health"), a full-service, integrated, rehabilitation supplier
to the insurance industry as previously announced on 19
April 2012.

Overland Health is a full-service, integrated rehabilitation
supplier to the insurance industry, employers and occupational
health providers. Overland Health was established in 2009
with a completely new vision for serving the rehabilitation
market, offering clients a unique multi-disciplinary rehabilitation
service through the use of its cloud-based technology,
evidence-based assessment and management tools, and outcome
focused programmes. Its rehabilitation offering includes
physiotherapy, psychological counselling and injury case
management including specialist medical treatments. With
Overland Health as an integrated part of the Group, it
provides the platform for Quindell to acquire selected
rehabilitation and treatment centres, thereby extending
Quindell's reach deeper into the insurance supply chain,
enabling Quindell to drive through service synergies,
change the way in which the industry operates, lower the
cost of claims and improve service for clients.

As a result of its work with Quindell over the past year,
Overland Health has proven that the confrontation that
often exists between the interested parties at the point
rehabilitation services are initially proposed, can be
resolved. Their model, which is to have these services,
wherever possible, agreed by both defendant and claimant
at the earliest possible opportunity, has delivered significant
results and as a consequence the Group's medico legal
reporting subsidiary, Mobile Doctors, has now transitioned
a significant proportion of its rehabilitation work to
this pre-authorised model.

As disclosed on 19 April 2012, the terms of the acquisition
values Overland Health at GBP14 million and has been satisfied
by the issue today of 140,000,000 Quindell shares. This
valuation has been calculated on a multiple of 6.5 times
Overland Health's targeted profit after tax of GBP2.16
million for the twelve-month period ending 31 December
2013 (the "Target Profit"). The shares are subject to
lock in of between 12 and 36 months from the date of issue.
In the event that Overland Health misses its Target Profit,
the Group will receive compensation from the vendors in
the form of cash equal to 6.5x the shortfall. Through
its work with Overland Health over the past year Quindell
has already been working in partnership to deliver volume
to the business, generating significant improvements in
both revenue and profitability. On the basis of the growth
delivered to date and run rate revenues currently being
achieved, the Boards of both Overland Health and Quindell
are confident that 2013 targets will be met or more likely
exceeded.

Increase in Director Shareholding

Associated with the transaction above Ubiquity Capital
LLP, a company connected to Jason Cale, a non-executive
director of the Company, has increased its shareholding
in Quindell Portfolio (AIM: QPP.L) from 61,241,396 to
69,641,396.

The Board of Quindell Portfolio Plc (AIM: QPP.L) has also
been informed that on 25 September 2012 Ubiquity Capital
LLP purchased 1,625,000 ordinary shares of 1 pence each
("Ordinary Shares") at a price of 10 pence per share.

Following this transaction, Mr Cale, together with those
shares held by Ubiquity Capital LLP, is interested in
a total of 71,266,396 Ordinary Shares in the Company,
representing approximately 2.45 per cent. of the total
issued share capital.

Rob Terry, Chairman and Chief Executive of Quindell said:
"Based on the current run rate volumes being achieved
in partnership with Overland and pilots already underway,
the Board and I are confident that Overland will be able
to meet and even exceed the targets agreed. It is some
time since the agreement was originally reached to acquire
Overland, back in April 2012, but we have used the time
to prove that the two businesses can work together effectively
and that the warranted profit target can be delivered
from current volumes. Now is the right time to complete
this acquisition and deliver this key part of the integrated
Quindell model, which we are confident will be earnings
enhancing for the Group from day one."

Update on mandatory cash offer with share alternative
for AI Claims Solutions Plc ("Ai Claims")

Quindell is also pleased to confirm that it has now concluded
its purchase of Ai Claims shares under the Sell-out Right
process previously outlined in the Group's announcement
on 14 June 2012 with the issue of 882,146 new Quindell
shares and cash of c.GBP38,000 to acquire 432,895 Ai Claims
shares, representing c.0.7 per cent., in Ai Claims that
were not already owned by Quindell. Following the acquisition
of these shares, the Group now owns c.98.4 per cent. of
Ai Claims.

Application has been made for the 140,882,146 New Shares
to be admitted to trading on AIM. Admission of the shares
is expected to occur on 28 September 2012. Following Admission
Quindell will have 2,906,009,122 ordinary shares in issue.
The Company has no ordinary shares held in treasury. The
total of 2,906,009,122 ordinary shares may therefore be
used by shareholders in the Company as the denominator
for the calculations by which they will determine if they
are required to notify their interest in, or a change
in their interest in, the share capital of the Company
under the FSA's Disclosure and Transparency Rules.


For further information:Quindell Portfolio Plc
Rob Terry, Chairman & Chief Executive Tel: 01329 830 501
terryr@quindell.com
Laurence Moorse, Group Finance Director Tel: 01329 830 543
moorsel@quindell.com
Cenkos Securities plc
(Nominated adviser and broker) Tel: 020 7397 8900
Stephen Keys /Adrian Hargrave (Corporate
Finance)
Alex Aylen / Andy Roberts (Sales)
Media Enquiries
Redleaf Polhill Limited
Rebecca Sanders-Hewett Tel: 020 7566 6720
Jenny Bahr quindell@redleafpolhill.com


Notes to Editors:

About Quindell Portfolio Plc
Quindell Portfolio Plc is a provider of sector leading
expertise in Software, Consulting and Technology Enabled
Outsourcing in its key markets being Insurance, Telecommunications
and their Related Sectors.

Quindell joined the market through Mission Capital Plc,
now renamed Quindell Portfolio Plc. The Company was readmitted
to the market on 17 May 2011 following the acquisition
of Quindell Limited prior to the immediate acquisition
of Quindell's technology and outsourcing partners. In
December 2011, Mobile Doctors Group Plc was acquired increasing
2012 run-rate revenue to over GBP50 million. On the 1
April 2012, Ai Claims Solutions Plc became a subsidiary
of Quindell, increasing run rate revenue to over GBP150
million.

Our Industry Sectors
In today's digital world the line between traditional
industry sectors continues to blur, however the focus
on tight service management is common to them all. We
believe that excellent customer service, tight cost control
and integrated supply chain management is not the prerogative
of any single industry sector and with our solutions in
multiple industry sectors savings of over 20% against
industry norms are being delivered to the bottom line.

Our Solutions
The pressures on an organisation can come simultaneously
from multiple directions including the need to add customers,
increase wallet share, reduce costs and improve customer
satisfaction. At Quindell we have the People, the Processes
and the Supply Chains, underpinned by our sophisticated
Champion and Challenger Business Process Management Technology
Platform and Industry Solutions to help our customers
tackle these efficiently and effectively.

With a clear understanding that having the best products
and services on offer is not always enough and that getting
your customers to use or adopt them is key, effective
conversion lies at the core of our unique Champion and
Challenger tools and techniques. Using these solutions
Quindell has helped its customers achieve sales and service
conversion rates ranging from 75% to 90%, way above industry
norms. But life does not stand still, and complacency
can kill any business, so the embedded Champion and Challenger
continual improvement focus of our Learning Solutions
is at the heart of all we offer. Using our industry insight
and expertise, Quindell takes the holistic view of our
client's challenges.

For example, when considering the Insurance industry today
where 50% of the cost of an auto claim is associated with
Personal Injury, including legal services, medical reporting
and rehabilitation, it is clear that an organisation will
not be able to achieve the levels of savings and customer
satisfaction desired without addressing the injury to
the driver as well as the repair of the vehicle. This
is why at Quindell we have designed our insurance solutions
and supply chains to address the full end to end cycle,
with the ability and expertise to treat an injured party
as well as repairing their vehicle. This makes Quindell
a truly unique and ethically based proposition for the
insurance industry today.

Our Customers
Quindell Portfolio's companies have worked with over 2000
brands from Small to Medium Enterprises and Blue-chip
organisations around the globe. Today we count a number
of the world's top Insurance and Telecommunications blue
chip companies within our client base, as well as hundreds
of customer centric organisations working in both the
distribution and supply of their services.

Our award winning Business Transformational, Software,
Consulting and Outsourcing Solutions are recognised as
delivering significant savings and additional sales to
our customers every year.

skyhigh - 26 Sep 2012 09:58 - 50 of 1965

Shame that the news is released on a bad market day but the SP should resume it's slow gradual rise soon methinks! imho of course!

skyhigh - 26 Sep 2012 14:31 - 51 of 1965

http://www.gecr.co.uk/file_download/366/Quindell_Initiation_26092012.pdf

above link shows target sp of 25p....interesting to see the financial numbers behind it all! particularly for 2012E 2013E !

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