Daisy Group Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.9617406
http://www.fool.co.uk/news/investing/2012/05/08/neil-woodfords-aim-portfolio.aspx

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Eyecatchers
Leaving aside the investment companies for the moment, Mr Woodford's largest holding, at over £50m, is Daisy Group. I know little about this provider of phone, broadband and mobile solutions to SMEs (small and medium-sized enterprises).
SMEs aren't having the easiest of times in the current economic climate, but Daisy looks set to make a maiden profit this year, so could be worthy of closer inspection.
" By pstephens4 ]]> http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion&id=9617406&action=detail Tue, 08 May 2012 13:41:00 GMT pstephens4 tag:iii.co.uk,2003:tst.9536016 http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion&id=9536016&action=detail Fri, 13 Apr 2012 13:45:00 GMT CMJ11 tag:iii.co.uk,2003:tst.9534315
With regards to the acquisition, this is a world-class acquisition, sure to increase the company's revenue massively! Daisy has an excellent history of integrating acquistions successfully and I see no reason why this should be any different this time.

Also with MR getting more involved in the company again I think this is very positive for the future of Daisy..... By pstephens4 ]]> http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion&id=9534315&action=detail Fri, 13 Apr 2012 07:51:00 GMT pstephens4 tag:iii.co.uk,2003:tst.9534021
Our Retail Division has seen clear progress in both its mobile and data product portfolios. This has enabled it to partially offset the expected decline in fixed line call revenues, which reflect the market-wide trends of lower voice usage and the impact of lower mobile termination rates. Whilst the majority of this division has performed robustly, the Group has seen a moderate lengthening of sales cycles for some larger contracts, particularly in systems and large data installations, reflective of a more challenging macroeconomic backdrop.

Our Wholesale and Distribution Divisions have benefitted from the availability of a wider product set and seen an improvement in cross selling trends amongst much of their product portfolios.

Net debt at 31 March 2012 will be above March 2011 levels. This reflects acquisition and integration cash flows, together with an increase in working capital absorption associated with our mobile business and a higher proportion of larger customer deals.
By CMJ11 ]]> http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion&id=9534021&action=detail Fri, 13 Apr 2012 06:52:00 GMT CMJ11 tag:iii.co.uk,2003:tst.9514834 http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion&id=9514834&action=detail Fri, 06 Apr 2012 09:15:00 GMT pstephens4 tag:iii.co.uk,2003:tst.9512766 http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion&id=9512766&action=detail Thu, 05 Apr 2012 14:55:00 GMT theprior tag:iii.co.uk,2003:tst.9104967 Tuesday 27 December 2011 19.16 GMT
http://bit.ly/tNylJV By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion&id=9104967&action=detail Tue, 27 Dec 2011 23:27:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9020560 http://www.edisoninvestmentresearch.co.uk/researchreports/Daisy011211update.pdf
Thu, Dec 1, 2011 at 2:49 PM

Daisy Group’s interim results imply underlying organic growth and show margin resilience, which is impressive given the unarguable deterioration in the UK macro backdrop. In particular, the results show that management is once again delivering consistent execution in integrating new businesses – a bugbear for the market’s and the stock’s valuation. A declining exposure to voice (now just 17%) is another positive.

Daisy Group is a leading provider of unified communications to the SME and mid-market segments, offering a full suite of network services, mobile, systems services and data solutions. Daisy does not own any network infrastructure and resells services through other operators’ networks.
Year
End Revenue
(£m) PBT
(£m) EPS
(p) DPS
(p) P/E
(x) Yield
(%)
03/10
(15m) 134.4
9.8
4.1
0.0
26.3
N/A
03/11e 266.3
32.6
9.2
0.0
11.7
N/A
03/12e 352.1
48.1
13.8
0.0
7.8
N/A
Daisy Group is a research client of Edison Investment Research. By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion&id=9020560&action=detail Thu, 01 Dec 2011 13:52:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.8976835
I would short it but the hype seems to keep the share price above 100 somehow By hellohellohello ]]> http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion&id=8976835&action=detail Mon, 21 Nov 2011 16:11:00 GMT hellohellohello tag:iii.co.uk,2003:tst.8947445
I have worked with Daisy, and when they state successful integrated acquisitions, it makes me laugh, I have never come across such a badly run business.

As for customer service awards, hahahaha!!! By photogene ]]> http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion&id=8947445&action=detail Mon, 14 Nov 2011 12:31:00 GMT photogene tag:iii.co.uk,2003:tst.8615902 This is equivalent to getting ISO so laughable that you see this as worth trumpeting.
Are Daisy really that desperate?
I presume you are an employee or shareholder
By hellohellohello ]]> http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion&id=8615902&action=detail Thu, 04 Aug 2011 19:24:00 GMT hellohellohello tag:iii.co.uk,2003:tst.8610502
The company appears to provide excellent customer service as shown by this recent accreditation:
http://www.benzinga.com/pressreleases/11/08/m1822008/daisy-awarded-customer-service-accreditation

In my honest opinion, the only way is up forthis company and share!
By pstephens4 ]]> http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion&id=8610502&action=detail Thu, 04 Aug 2011 07:34:00 GMT pstephens4 tag:iii.co.uk,2003:tst.8545136 Companies move into cloud computing
By Andrew Bounds

Clouds are familiar enough in north-west England, with its reputation for rain. Less predictable is the emergence of companies that see their future in the cloud.
They believe they can find rapid growth in cloud computing. This is where internet software is accessed by PCs and other devices remotely: applications such as Facebook and the new suite of office tools from Google rely on it. Instead of specific software being installed, it is downloaded when needed from secure servers. This approach is seen as relatively low cost and environmentally friendly.
As Piers Linney, co-chief executive of Outsourcery, a leading cloud service provider, says: “There is no need for businesses to have big racks of servers any more. We have also chucked our phone handsets in a skip.”
Outsourcery hosts data and provides business communications services and recently sold its Vodafone mobile and data arm to Nelson-based rival Daisy in March for £12m to concentrate on cloud technology. Rather than upgrade phone systems, it has converted to using internet communications between devices through the Microsoft Lync system, saving tens of thousands of pounds on travel and accommodation. It is moving from Bury to new premises in the centre of Manchester to showcase its services. At the Microsoft conference in Los Angeles last week, Outsourcery was runner-up to Hitachi, the Japanese giant, as Microsoft Dynamics customer relationship manager of the year.
UK Fast.net, which began life as a website hoster a decade ago, has also moved into the cloud. Remote workers can now make calls via webcams, says Lawrence Jones, chief executive, who is seeing surging demand from small businesses and blue chips for cloud services.
“We have won 67 per cent new business year on year,” he said. Surveys have found that about half of businesses are moving from hosting in-house to the cloud.
Yell, the indebted directories group, last week announced plans to compete for that business with a tie-up with Microsoft.
UK Fast has just spent £4m building a 12,500 sq ft data centre at Trafford Park, the large industrial estate in Manchester’s western suburbs, and is set to build two more, as the servers it was renting were full.
Turnover for the year to December 31 2010 rose from £12.2m from £9.1m. Pretax profits fell from £1.5m to £629,000 because of investment costs. Gross profit was up from £7.1m to £8.7m. During the royal wedding in April it provided a secure cloud for the Metropolitan Police to allow spotters around London to feed information into the central operations room to protect the ceremony.
Mr Jones says Manchester’s growth is helped by its infrastructure. It has the only direct link into the internet in England outside London, has plenty of power supply and is centrally located in the UK. Businesses like to use servers near customers to maintain fast download speeds.
Altitude, an Aim-listed promotions group, became a purely IT company last week when it sold its product arm, which makes corporate-branded pens, keyrings and the like, to management. The £6.3m sale to Stridage Holdings leaves the company free to focus on selling its software to promotional product companies. As well as a website, it provides customer and supplier management, marketing and accounting facilities for £99 a month.
“Lots of people do bits, but we are the only one doing an integrated solution,” says Martin Varley, chief executive, who is moving the business back to Manchester from Surrey.
It has raised about £4m on Aim and invested about £17m in developing the package. It made a maiden profit in the year to December 2010 of £510,000, on £18m turnover, and Mr Varley says each new sale will be almost pure profit . In the US alone there are 27,000 promotional product companies with more than 100,000 staff. The US and European market is worth almost £30bn, and Altitude already has customers there and in Austral By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion&id=8545136&action=detail Sun, 17 Jul 2011 21:33:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.8545102
Up and away from here... By casshy ]]> http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion&id=8545102&action=detail Sun, 17 Jul 2011 21:15:00 GMT casshy tag:iii.co.uk,2003:tst.8510745 http://www.stockopedia.co.uk/research/economies-of-scale-58087/

http://www.edisoninvestmentresearch.co.uk/?ACT=18&ID=5361

Friday, Jul 08 2011 by Edison Investment Research


Jul 08th 2011 - Edison Investment Research

In summary, the report says:

In the space of 10 years, Daisy has transformed itself from a start-up to a sizeable business with an annual EBITDA run-rate of almost £60m. For some SMEs across the UK, the company is already a viable alternative to BT. In the past year, Daisy has crossed the chasm of disruption that came with the acquisition of 16 businesses and is beginning to demonstrate impressive margin expansion and cash generation. By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:DAY.L&display=discussion&id=8510745&action=detail Fri, 08 Jul 2011 14:57:00 GMT SpikeyDT