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BRADY, A Software Company That Will Boom On The Back Of The Mining/Oil Bull Run. (BRY)     

goldfinger - 08 Oct 2004 13:06

Time to get into this one guys, in fact what better time with this massive bull market in mining and oil.

This firm recently floated and its profits rose 4 fold over the previous year.

Heres what it does,.....................

Brady is pleased to announce that Alcan inc. has licensed Brady's integrated
front-to-back office solution, Trinity, for its Base Metals trading operation.

Alcan joins an increasing number of banks and commodity trading companies in
North America, Europe and Asia that have selected Brady's Trinity product. With
integrated support for physical delivery, Trinity supports front-to-back office
processing of spot, futures, warrants, averages, location spreads, options and
exotic options in base metals, precious metals, oil, soft commodities, and
associated FX and money market transactions.

Please DYOR.

goldfinger - 08 Oct 2004 15:20 - 3 of 54

From Shares last week................................

Software designer Brady is showing a lot of promise. Flagship product Trinty isprovides front and back office support for specialised trading in precious metal, base metals, Oil and soft commodoties. Having floated just 13 months ago the maiden first half figures needed to please. They certainly did that , posting an impressive four-fold jump in profits on the back of a doubling of sales.

That the shares failed to react speaks volumes for the markets habit of ignoring smaller companies, but that wont last long if Brady continues to meet targets.

Verdict - the shares are too cheap for such bright prospects.

T'over 2004 1.95m, 2003 1.01m

intPTP 2004 0.82m 2003 0.15m

EPS (p)2004 2.73p 2003 0.76p

Market Cap 21 million.

cheers GF.

goldfinger - 08 Oct 2004 15:49 - 4 of 54

Explains the large sells showing today.



Directors Dealings

Boardroom Sweep: Big sales at Brady
Published: 07:35 Fri 8 Oct 2004

By Graeme Davies, Companies Correspondent
Email to a friend |

By far the biggest boardroom deal of the day yesterday came at little-known software company Brady where two directors cashed in more than 500,000 worth of shares each.

* Brady's (BRY) chief executive Robert Brady and non-executive director Joel Koschitzky sold 630,500 shares each yesterday at 82p per share, banking 517,000 in the process.


According to the company, the two men were given permission to break the terms of their lock-in agreement at the 20 million company because of strong institutional demand. The lock in should apply for the 12 months from Brady's listing date of 22 June. Brady and Koschitzky hold 9.1 million and 6.7 million shares respectively.


News of their selling failed to dent confidence in the prospects of Brady and its shares close 2.5p higher at 82.5p last night. It has risen from a low of 73p.


Brady specialises in full integrated front-to-back office commodity trading software systems and recently sealed a deal to sell its Trinity software to Alcan. In the six months to June Brady's profits rose from 157,053 to 823,300 from a 92% hike in revenues to 1.94 million.

cheers GF.


daokta - 08 Oct 2004 17:53 - 5 of 54

you are normally right but I dont view the directors cashing in to this extent as a sign of confidence in the future of the company. I will watch with great interest

goldfinger - 09 Oct 2004 12:29 - 6 of 54

Daokta, I must agree initially with you and when I saw the sells I thought look out down we go, but nothing happened so I was a little puzzled.

It was only a couple of hours later that I saw the article on Citywire refering to the 2 directors selling to meet institutional demand.

cheers GF.

goldfinger - 11 Oct 2004 12:32 - 7 of 54

Details of the recent contract win........

Alcan licences Brady's Trinity solution for Base Metals

Brady is pleased to announce that Alcan inc. has licensed Brady's integrated
front-to-back office solution, Trinity, for its Base Metals trading operation.

Alcan joins an increasing number of banks and commodity trading companies in
North America, Europe and Asia that have selected Brady's Trinity product. With
integrated support for physical delivery, Trinity supports front-to-back office
processing of spot, futures, warrants, averages, location spreads, options and
exotic options in base metals, precious metals, oil, soft commodities, and
associated FX and money market transactions.

David Ward, Business Development Manager at Brady, said 'This is an important
development for us. Alcan is an active participant in the base metals sector
and their decision to proceed illustrates our strong capability in the
marketplace. We are committed to working with our clients to further strengthen
our product offering.'

- Ends -

For further information, please contact:

Brady plc

Dr Robert Brady, CEO

David Ward, Business Development Manager

Tel: +44 (0) 1223 479479

cheers GF.

goldfinger - 12 Oct 2004 00:27 - 8 of 54

All buys today.

cheers GF.

goldfinger - 13 Oct 2004 02:41 - 9 of 54

I did tell you the big boys are now moving in...................

SCHEDULE 10

NOTIFICATION OF MAJOR INTERESTS IN SHARES

All relevant boxes should be completed in block capital letters.

1. Name of company 2. Name of shareholder having a major
interest

BRADY PLC FIDELITY INTERNATIONAL LTD (FIL)

MR. EDWARD C. JOHNSON 3d

3. Please state whether notification 4. Name of the registered holder(s) and,
indicates that it is in respect if more than one holder, the number of
of holding of the shareholder shares held by each of them
named in 2 above or in respect of
a non-beneficial interest or in
the case of an individual holder
if it is a holding of that
person's spouse or children under
the age of 18

NON-BENEFICIAL HELD ON BEHALF OF AUTHORISED UK UNIT
TRUST SCHEMES

5. Number of 6. Percentage of 7. Number of shares 8. Percentage of
shares/amount issued class /amount of stock issued class
of stock disposed
acquired

1,261,000 4.97% N/A N/A

9. Class of security 10. Date of 11. Date company
transaction informed

ORDINARY 7/10/2004 11/10/2004

12. Total holding following this 13. Total percentage holding of issued
notification class following this notification

1,261,000 4.97%

14. Any additional information 15. Name of contact and telephone number
for queries

Richard Kellett-Clarke 01223 479 479

16. Name and signature of authorised company official responsible for making
this notification

Richard kellett-Clarke

Date of notification 12/10/202004



cheers GF.

goldfinger - 13 Oct 2004 10:36 - 10 of 54

And more buying in from the big boys..............................

BRADY PLC

Holding in Company

The Board of Brady PLC (the 'Company') was informed that, following the recent
placing by the company, Electra Quoted Management Limited ('EQML'), as a result
of its investment management activities for

Electra Kingsway VCT Plc.

has a total interest, pursuant to Section 198 of the Companies Act 1985, of
925,926 ordinary 1p shares of Brady ('Ordinary Shares').

Such shares represent 3.63% of the Ordinary Shares in issue at today.


Richard Kellett-Clarke

Company Secretary,

Brady PLC. 01223 479 479

cheers GF.

mickeyskint - 13 Oct 2004 11:19 - 11 of 54

I'm not a big fan of the techno market in particular software. I hate the idea of missing out on what could be a good thing but will need more convincing for me to move on this one at the moment. Then there is the view that if GF's on board it's got to be good.

MS

goldfinger - 13 Oct 2004 11:29 - 12 of 54

Not at all mickey, Im only as good as the next man, probably worse.

cheers Gf.

mickeyskint - 13 Oct 2004 11:36 - 13 of 54


GF

You seem to get it more right that most. Bought into BISI yesterday mainly through reading you posts and research. I'm already in profit not a lot but hopeful for the long term.

LOL

MS

goldfinger - 13 Oct 2004 12:46 - 14 of 54

Glad your making a profit already Mickey.

Back to BRY......................

House broker is Oriel Securities who are forecasting eps : 2004 @5.9p & 2005 @ 7.3p. Hope this helps.

cheers GF

goldfinger - 13 Oct 2004 15:38 - 15 of 54

More buyers coming in for this one, waking up to the fact that its got fantastic potential.

cheers GF.

chester1 - 14 Oct 2004 08:10 - 16 of 54

Went long this morning.

goldfinger - 14 Oct 2004 13:26 - 17 of 54

Moving up nicely.

cheers GF.

mickeyskint - 14 Oct 2004 14:21 - 18 of 54

GF

Shares Mag has got a buy on this one. Looking seriously at it. Just want a couple of clicks up on ULVR so I can off load them I'm in.

MS

goldfinger - 14 Oct 2004 23:35 - 19 of 54

Ended 51/2p up on the day. Plenty to come from this one.

cheers GF.

goldfinger - 14 Oct 2004 23:55 - 20 of 54

SHARES MAGAZINE

Growth Stocks - The Next Generation:
*Alphameric (ALM.L) - Brady (BRY.L) - Cable & Wireless (CW.L) - NetBenefit (NBT.L) - CRC (CCG.L) - PlusNet (PNT.L) - Pilat Media (PGB.L) - Vislink (VLK.L).

cheers GF.

goldfinger - 15 Oct 2004 12:10 - 21 of 54

Still plenty left in this one, a whole lot more.

cheers Gf.

goldfinger - 16 Oct 2004 02:19 - 22 of 54

Number one on my list now, should shoot ahead.

cheers GF.
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