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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

Balerboy - 13 Feb 2014 14:20 - 654 of 1965

Think the bloom has come off and might tread water for a bit till the next step up. Will reinvest if the opportunity arises.,.

Balerboy - 13 Feb 2014 16:36 - 655 of 1965

">Chart.aspx?Provider=EODIntra&Code=QPP&Si

skinny - 14 Feb 2014 07:06 - 656 of 1965

FMR LLC > 5%

Dil - 14 Feb 2014 07:29 - 657 of 1965

Contracts and Telematics Update

Dil - 14 Feb 2014 07:31 - 658 of 1965

Key points :

Additional £200 million of outsourcing business contracted since pre-close in mid January 2014
Telematics growth exceeding all market expectations
Notice given to exercise Himex option to increase investment to over 75% within next 10 days
Ingenie investment increased to 49% and option obtained to acquire at least 80%, potentially 100%



Bit I like is :

"The Directors believe that it is clear that current market expectations for its technology revenues are likely to be significantly exceeded in 2014, and that these revenues are expected to grow significantly towards the second half of 2014 as the telematics subscriber base grows within client implementations. "

skinny - 14 Feb 2014 07:34 - 659 of 1965

Nice find Dil - its 10 days old?

New carrier pigeon required? :-)

Dil - 14 Feb 2014 07:44 - 660 of 1965

Lol wondered why it jumped before lol lol lol

skinny - 14 Feb 2014 07:45 - 661 of 1965

:-))

HARRYCAT - 14 Feb 2014 07:52 - 662 of 1965

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

Balerboy - 14 Feb 2014 08:38 - 663 of 1965

not what i wanted to see today harry, thought it might rest back to 30p for another top up.... :(

skinny - 14 Feb 2014 08:40 - 664 of 1965

8 bob at some point today methinks.

HARRYCAT - 14 Feb 2014 08:45 - 665 of 1965

You wish Bb! Happy to keep my stock for the moment. 46p would see me double my money. Makes up for all the other cr*p stocks I own which are going nowhere atm.

Balerboy - 14 Feb 2014 08:52 - 666 of 1965

Will have to put another bar on the fire, got cold feet yesterday..... it'll come back a bit at some point......... i hope, was a big lot i sold.,.
EDIT: should have read NOT a big lot i sold.

jimmy b - 14 Feb 2014 09:22 - 667 of 1965

Who knows Bb ,whatever you have done well here ,, here's a story to make you feel better ,
i bought ASOS at 59p in 05 (quite a few as well) after going nowhere for a while i sold at 61p covering expenses :(( ..

david lucas - 14 Feb 2014 09:45 - 668 of 1965

I think we all have stories about the big fish that got away. Nothing like the stock market for looking back and wishing.

Balerboy - 14 Feb 2014 09:48 - 669 of 1965

As you can see JB, not as bad as i made it look, only a few sold not going to do an asos here.,.

jimmy b - 14 Feb 2014 16:08 - 670 of 1965

This is trying for 40p in the last half hour.

skyhigh - 14 Feb 2014 20:55 - 671 of 1965

Having started this thread I'm very happy with the way this has gone.. and still lots more to come ! (imo, dyor).. wished I bought more!

HARRYCAT - 14 Feb 2014 21:20 - 672 of 1965

Any chance of a chart in the header please sh?

jimmy b - 14 Feb 2014 22:02 - 673 of 1965

Well done skyhigh , hope your still in .
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