310 replies to this topic

[Polly]

couldnt resist at  this price...sold half my holdings at 23.00

 

new average cost +-R3.00 for rest of 50% of holdings.....

[Investment novice]

Eish.. Need to know when to exit....

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[Lionelza1]

Yooohhh and it's still going! If it hit R30 bucks today.... THAHITI here I come

[Lionelza1]

placing a value between 25 to 28 on this one on todays results....so im holding for medium/long term...

Looking great Mr P! Haven't checked the info, Mr Market for sure liking it. Am also going long on this

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[JK001]

Well done Polly and Andi

Edited by JK001, 16 April 2019 - 01:18 PM.

[Polly]

I'm going to hold... Hoping for the R30 but got a feeling it will retrace?... If only PS can gooi in this direction!

placing a value between 25 to 28 on this one on todays results....so im holding for medium/long term...

[Lionelza1]

I'm going to hold... Hoping for the R30 but got a feeling it will retrace?... If only PS can gooi in this direction!

[andi222]

Was a risky decision, could have gone both ways. But as you said good profit in a few days. I bought quite a substantial amount between 9 and 10 rand. Took profits today at 16. Smile for days haha

[Polly]

THis is what restructuring means...and a good active CEO...Throw the kitchin sink and write anything suspect off once off....and then start from scratch.

 

Glad i got back in...

To all the naysayers , up 60% on my investment in a few days!!

and they compare this with the PS!!!!

[Polly]

Building up nicely hey

THis is what restructuring means...and a good active CEO...Throw the kitchin sink and write anything suspect off once off....and then start from scratch.

 

Glad i got back in...

[Lionelza1]

Building up nicely hey

[Lionelza1]

also got back in at 10.25...This time hold for keeps in long term portfolio..

Read something that an ex director who has gone to open his own similar business, has been the guy who seems to be leaking out info as whistle blower. Is he leaking lies or truth we shall soon find out...

Been speaking to guys in top positions who works/worked at EOH, they see this share price turning around in months to come...

Going to add this to my portfolio next week

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[Polly]

Strong support zone at around 10 Rand. I took my first bite at 10 Rand. Let's see if this can last. I think market is overreacting. 

also got back in at 10.25...This time hold for keeps in long term portfolio..

 

Read something that an ex director who has gone to open his own similar business, has been the guy who seems to be leaking out info as whistle blower. Is he leaking lies or truth we shall soon find out... 

Edited by Polly, 06 April 2019 - 12:38 PM.

[Chris101]

I think market waiting on legal sens...someone knows something...

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Hi

 

Every firm doing business with Goverment on a TENDER BASIS is under suspicion.

No tender business gets done without some payment to someone so this whole EOH thing shouldnt be that surpricing.

People I know working high up in EOH is telling me nasty stories...

Im looking to buy in but lots lower than where they are now.

 

TENDER = BEE = MONEY FOR THE ELITE FEW IN POSITIONS OF POWER.

It will forever be a failed system geared for crooks.

[Investment novice]

Strong support zone at around 10 Rand. I took my first bite at 10 Rand. Let's see if this can last. I think market is overreacting.

I think market waiting on legal sens...someone knows something...

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[andi222]

Strong support zone at around 10 Rand. I took my first bite at 10 Rand. Let's see if this can last. I think market is overreacting. 

[Investment novice]

This poor share is gone to the dogs.... Ripe for an acquisition.

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[nosh]

What are the critical fundamentals supporting this share.....?. Apart from credibility and loss of Microsoft contra t, low volume shares trades... Surely the revenue... And margin value suggests this share is significantly undervalued. What are your thoughts... High risk as we don't know what else is lurking.. But 70+% business non gov....

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Impact

While the immediate short-term impact can be managed, EOH is assessing and discussing various
alternatives to ensure the long-term continuity of service to all customers and to maximise value for
shareholders. EOH is confident that this can be achieved.

As previously disclosed, the Channel Partner Agreement (as software licence re-seller division) is not
material to EOH and reported a total profit before tax of approximately R10 million during the last financial
year.

The impact of the latest notices is still being assessed, but early indications are that:

- Our Microsoft related bespoke application development, its largest business, will be predominantly
unimpacted.
- Any long-term impact on the IP businesses, including the core IP that has been developed for re-sale
utilising Microsoft technologies, can be mitigated through migration to other cloud providers.
- Our CRM (Dynamics 365) and Productivity Solutions business will be impacted in terms of access to
partner support portals.
- Our Microsoft-related managed services business and clients will experience no impact as these
services are provided on client infrastructure and platforms.
- Our Cloud business and platform business and the re-sale of Azure cloud offerings will be impacted
in the short-term and EOH is in discussions to find a solution to ensure continuity of service and
revenue streams.

While EOH's assessed impact of the latest notification on profit before tax is estimated at less than R20 million
during the current financial year, this will bring the total impact of Microsoft exposure to R30 million profit
before tax. Moreover, there is an overall medium to long-term go-to-market and credential impact and risk
in not retaining Microsoft Gold Partner status.

EOH apologises for any uncertainty and inconvenience caused and will continue to use our best endeavours
to ensure there are no outages or disruptions to any client services as a result of the terminations.

 

 

Profit warning in the sens yesterday

[Investment novice]

I took some at 1300c, but speculative.

Rumour that they are facing lawsuits from businessowners that sold 50% of their companies to EOH for shares, to have the deals reversed. If this happens, EOH will most likely implode as a company. So very high risk at this stage.

Lawsuits would require a sens

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[SoleTrader]

I took some at 1300c, but speculative. 

 

Rumour that they are facing lawsuits from businessowners that sold 50% of their companies to EOH for shares, to have the deals reversed.  If this happens, EOH will most likely implode as a company. So very high risk at this stage.