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EMIS - Meeting notes

October 2018

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.

I met new chief executive Andy Thorburn shortly after Emis announced H1 results. Signs are mounting that the long dull period for the shares is over with the top line growing once more, up 7% to £84.5m, of which £69.4m (+4%) is now recurring. Operating profit was £17.6m, a shade ahead of last year’s £17.5m, after absorbing a £1.3m higher loss on development of patient.info and also the costs of beefing up its support and software development staff (93 new employees) - the latter at a cost of £3m p.a. to ensure there are no further service failings on the GP side (this drops to £2m in 2019 and zero in 2020). Excluding Patient.info's results, operating profit increased by 8% with th ...

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EMIS - Meeting notes

October 2018

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