Harvey Crosby
01 Jun 2018
Re: Software Used it for years at two surgeries (moved house). Works a treat. Something your surgery isn't getting right?
Alan Tittymarsh
31 May 2018
EMIS doin' alright Blimey! Talk about a complete lack of interest here. Bought these in late Jan as a contrarian, since most pundits were calling this as a strong 'sell'. And as so often happens thus far they've been proven wrong. Hoping these will reach 950 sometime this year, before deciding whether to hang on.
Kamon Yaboyah
19 Mar 2017
Software I can only speak from my experience of trying to use the Emis software to re order prescriptions....it hasn't worked for weeks in my local practice, the admin staff think it is rubbish. I won't be buying
PIE-EATER
26 Jan 2017
Re: Mr Market As you suggest, the NHS doesn't work in a rational manner.......think how long PSNC were banging at the DH door to get recognition that community pharmacies could help at the front line of primary care! Now it has been recognised, the emphasis is on cost effectiveness / savings for the NHS at the expense of the community payments.EMIS must stay at the forefront of developments which integrate these newer community pharmacy services, the GPs and the PCGs / DH. In many ways, these developments / changes in contractual payments should benefit EMIS. Would I buy? Not at the moment.....in fact not buying anything new at the moment as suspect there will be better opportunities across the board in the next 6 months. Just sitting on existing holdings and collecting divis.GLA PD
pharmaspecialist
26 Jan 2017
Re: Mr Market I think anyone who uses the NHS is aware of the funding difficulties and these are being experienced by EMIS. However, the company says the results are expected to be in line with the board's expectation so as long as this means the same as market expectation, then it is not really a profit warning, but I would expect the negative tone of the statement to push the share price down a bit. Of course, many of EMIS's products/services are designed to reduce costs in the NHS so cost saving pressures should increase interest in the company's offerings, but I'm not sure that NHS works in such a rational manner! One of my reasons for investing in EMIS is that it is deeply embedded in the NHS in some areas and would be difficult to replace so this should limit the downside.
IOMINVESTCOM
26 Jan 2017
Mr Market Will be interesting to see how the market re-acts to today's trading update.Sounds like it is struggling with NHS with impairment costs and the bringing together of divisions within the business which is what the customer maybe calling for.Wondering whether this will be regarded as a mild profit warning?With the share price at 9.50 I struggle to see anything in the update that will help the price rise upwards from here so off to look at likely support areas to the downside.Anyone with a view on this update.ThanksGLTA
handoverfist
05 Jul 2016
Re: Value improving! PseudThank you for posting a professsional view of Emis. This is valuable information to investors. I can't really understand the last 6 months decline in share price since to a layman it looks an outstanding product. I assume that nearly all practices will have one of the four systems you described. Does this mean it is in effect a mature market as far as GPs are concerned with future growth depending on doctors being willing to change from their existingsystem to Emis ? I know most users of an existing computer system dread the thought of changing systems let alone doctors that will see this as just a tool and will not want to relearn a system. I know one gp friend of mine only retired because he disliked having to master and use a computer system.thank you again for your posting.
claude reins
29 Jun 2016
Re: Value improving! Let's hope your final comment is correct and translated into the SP. It is languishing at the moment.
pseudopolylageraemia
29 Jun 2016
Re: Value improving! Indeed CharlieThere is essentially a choice of 4 systems:EMIS Web is the predominant system nationally. It seems to be the least complained about on Doctors.net, which is VERY significant in my opinion.INPS Vision is due a major refresh, and that appears to be forever delayed. We're struggling with speed to the point it's affecting our business. The other practice in the building run EMIS Web without issues.TPP's SystemOne has gained a lot of users in the past few years, but it's much of a muchness in terms of the user experience at the front end, but support is lacking and they are dragging their heels on interoperability.Microtest Evolution is a niche player, except in Cormwall where I believe it is dominant for some reason.The GPSOC protocols allow GOP to choose their system, the cost of which is then covered by the NHS as it's the NHS that effectively 'owns the records'. Some local areas have done deals to move all practices to one system to aid joint working and streamline support and training - this has been good for those that did it.I think, as a GP and a commissioner, that the electronic patient record (EPR) is the signle most important factor is sensible, service lead, change to the way we deliver care and switch from expensive, slow and un-responsive hospital care into efficient and responsive community delivered services. For example, less than 1% of a dermatologists' patients need to be seen in a hospital - they could be seen in community hubs a lot cheaper and more efficiently/quickly than in hospital. Tradition dictates that that's where patients are seen in out patients, and it adds hugely to the cost for no benefit to the patient. I think it's a hangover from the days of paper bundles of hospital notes needing to be kept in central locals. It must all change in the near future, for everyone's benefit. I suspect EMIS will be at the forefront of this change because they have functioning market leading products that work and already exist and can be evolved/developed.
charlie51
22 Jun 2016
Re: Value improving! Well you have a different view to the practises I can relate to where the view is that the system leaves more than much to be desired, but options are very limited to the point of being almost non existent….
PIE-EATER
22 Jun 2016
Re: Value improving! I think the key issue is that it IS the dominant player.....and so going forward will have more control.
handoverfist
21 Jun 2016
Re: Value improving! >>Value improving<< Sounds to me like a euphemism for continuously dropping shareprice 
However I do agree with your remarks but the six month drop from well over £11 to £8.61 with the lower profits reported last year do give cause for concern. It does seem to be an excellent product though with a market dominant position and with scope for growth.The yield is reasonable.
pseudopolylageraemia
21 Jun 2016
Value improving! The SP is starting to approach entry level IMO.The product is excellent - I'm looking to switch my own practice onto EMIS Web, and it also seems to be the best platform for' co-operative working' which is the current 'buzz phrase' in the NHS.
Simbrad
20 Jun 2016
"Recent commentary from peers Servelec and Kainos points to an increasingly difficult market supplying software into the NHS. Whilst EMIS is to some extent insulated given its incumbent Primary Care position, growth looks likely to be harder to come by in Community and Secondary Care. We therefore put through precautionary EPS downgrades of 3% this year and 6% next, putting us at the bottom end of consensus." N+1 Singer note out this morning on Research Tree
mcescher
27 Mar 2016
Very thorough analysis of EMIS EMIS Group appears very attractive based on this DCF [link]
