Primary Recommendation

Kewill - Boosted by German trade compliance expected on 1 July

May 2009

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

The software sector is presently in the doldrums as customers continue to delay or defer orders and investors have sold down most constituents. In the case of Kewill, investors have also been worried that as international trade has dried up it is going to have a second negative influence on results as Kewill’s mainstay is supplying software solutions for areas such as freight forwarding for the planning of consignments and customs clearance.But most of these worries look unfounded. Kewill continues to find pockets of opportunity. In Germany, for instance, a new mandatory requirement to file all export declarations electronically comes into place in June and has boosted demand. Similarly, in the US, mandatory new requirements ...

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Market Comment - May 09

Lavendon -Olympic contract win

Kewill - Revised higher bid at 110p (July 2012)

Kewill - Recommended cash offer at 96p (June 2012)

Kewill - Looking unloved on an ex-cash PE of 6.7 (February 2012)

Kewill (July 2011)

Kewill (May 2011)

Kewill (December 2010)

Kewill (September 2010)

Kewill - Buys compliance product for Benelux countries (July 2010)

Kewill - Bid approach at 130p (June 2010)

Kewill (February 2010)

Kewill (December 2009)

Kewill (September 2009)

Kewill - Maersk contract to come in Q4? (July 2009)

Kewill (February 2009)

Kewill (December 2008)

Kewill (September 2008)

Kewill (May 2008)

Kewill - Looking cheap on a PE of 7.3 (February 2008)

Kewill - No financial services sector exposure (December 2007)

Kewill (April 2007)

Kewill (July 2006)

Kewill (May 2006)

Kewill - Recurring revenue >80% of sales (February 2006)

Kewill (December 2005)

Kewill (November 2005)

Kewill - Shipping Management has record orders (July 2005)

Kewill - Acquisitions bed in well (May 2005)

Kewill (December 2004)

Kewill (November 2004)

Kewill - Acquires generic shipping module for international trade (May 2004)

Kewill Systems (April 2004)

Kewill Systems - Substantial upgrade following acquisition (January 2004)

Kewill - Focusing on SCM software (July 2002)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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