Upcoming Dividend • Jun 25
Upcoming dividend of UK£0.013 per share Eligible shareholders must have bought the stock before 02 July 2026. Payment date: 24 July 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.9%). Reported Earnings • May 20
Full year 2025 earnings released: UK£0.019 loss per share (vs UK£0.018 loss in FY 2024) Full year 2025 results: UK£0.019 loss per share (further deteriorated from UK£0.018 loss in FY 2024). Revenue: UK£84.0m (up 5.7% from FY 2024). Net loss: UK£2.17m (loss widened 5.4% from FY 2024). Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance. Board Change • May 20
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. CFO, Company Secretary & Executive Director Nick Wightman was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • May 16
Microlise Group plc Recommending Final Dividend for Year Ended 31 December 2025, Payable on 24 July 2026 Microlise Group plc is recommending the payment of a year ended 31 December 2025 final dividend for a year ended 31 December 2025 of 1.30 pence per ordinary share. Subject to shareholder approval at the Annual General Meeting to be held on 24 June 2026, the dividend will be paid on 24 July 2026 to shareholders on the register at the close of business on 3 July 2026. Duyuru • May 14
Microlise Group plc, Annual General Meeting, Jun 24, 2026 Microlise Group plc, Annual General Meeting, Jun 24, 2026. Duyuru • Apr 30
Microlise Group plc to Report Fiscal Year 2025 Results on May 14, 2026 Microlise Group plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on May 14, 2026 Duyuru • Sep 27
Microlise Group plc Declares Interim Dividend, Payable on November 7, 2025 The Board of Microlise Group plc has declared an interim dividend of 0.60 pence (H1 2024: 0.57 pence) per share, £0.7 million in aggregate, in line with the Group's progressive dividend policy which was implemented at the FY23 annual results. The interim dividend will be paid on 7 November 2025 to shareholders on the register on 10 October 2025. The ex-dividend date is therefore 9 October 2025. Duyuru • Sep 18
Microlise Group plc to Report First Half, 2025 Results on Sep 25, 2025 Microlise Group plc announced that they will report first half, 2025 results on Sep 25, 2025 Duyuru • Jul 09
Omegro completed the acquisition of Trakm8 Holdings PLC (AIM:TRAK) from Microlise Group plc (AIM:SAAS), Edric Property & Investment Company, Richard Louis Stephenson Clarke, Edmund John Stephenson Clarke and others. Omegro reached an agreement to acquire Trakm8 Holdings PLC (AIM:TRAK) from Microlise Group plc (AIM:SAAS), Edric Property & Investment Company, Richard Louis Stephenson Clarke, Edmund John Stephenson Clarke and others for £4.75 million on May 1, 2025. Under the terms, each Trakm8 Shareholder will 9.5 pence per share in cash. The consideration will be financed through existing cash resources of CSI (parent of Omegro). Pursuant to the agreement, John Watkins will step down from his role as Trakm8's Executive Chairman and as an officer of Trakm8. As of May 21, 2025, Trakm8 Directors recommend unanimously that Trakm8's Shareholders vote in favour of the Scheme at the Court Meeting and the Resolutions to be proposed at the General Meeting as the Trakm8 Directors have irrevocably undertaken to do in respect of their own beneficial holdings (and the beneficial holdings of their close relatives and related trusts), being, in aggregate, 11,549,793 Trakm8 Shares (representing approximately 23.11% of the existing issued ordinary share capital of Trakm8) as at April 30, 2025. As of June 19, 2025, shareholder of Trakm8 Holdings approved the acquisition.
The Transaction is subject to approvals from Trakm8 Shareholders, Court approval, Regulatory approval and Anti trust approval. The transaction is expected to become effective during the second or third quarter of the calendar year 2025. The High Court of Justice in England and Wales sanctioned the scheme of arrangement on July 7, 2025.
Vivek Bhardwaj and David Hart of Allenby Capital Limited acted as financial advisor, Wansbroughs LLP is acting as legal adviser and Neville Registrars acted as registrar to Trakm8. Angus MacPherson of Herax Partners LLP acted as financial advisor to Omegro. Fox Williams LLP is acting as legal adviser to Omegro. The aggregate fees and expenses expected to be incurred by Omegro in connection with the Acquisition (excluding any applicable VAT and other taxes) are estimated to be approximately for Financial Advice of £0.29 million, Legal Advice of £0.43 million, Accounting Advice of £0.04 million and Other Professional Services of £0.04 million. The aggregate fees and expenses expected to be incurred by Trakm8 in connection with the Acquisition are expected to be approximately for Financial Advice of £0.26 million, Legal Advice of £0.18 million, and Other Professional Services of £0.03 million.
Omegro completed the acquisition of Trakm8 Holdings PLC (AIM:TRAK) from Microlise Group plc (AIM:SAAS), Edric Property & Investment Company, Richard Louis Stephenson Clarke, Edmund John Stephenson Clarke and others on July 9, 2025. Duyuru • Mar 28
Microlise Group plc, Annual General Meeting, May 28, 2025 Microlise Group plc, Annual General Meeting, May 28, 2025. Duyuru • Mar 24
Microlise Group plc to Report Fiscal Year 2024 Results on Mar 27, 2025 Microlise Group plc announced that they will report fiscal year 2024 results on Mar 27, 2025 New Risk • Nov 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin). Reported Earnings • Sep 26
First half 2024 earnings released: EPS: UK£0 (vs UK£0.011 in 1H 2023) First half 2024 results: EPS: UK£0 (down from UK£0.011 in 1H 2023). Revenue: UK£39.1m (up 15% from 1H 2023). Net income: UK£4.0k (down 100% from 1H 2023). Profit margin: 0% (down from 3.6% in 1H 2023). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. Duyuru • Sep 11
Microlise Group plc to Report First Half, 2024 Results on Sep 24, 2024 Microlise Group plc announced that they will report first half, 2024 results on Sep 24, 2024 Buy Or Sell Opportunity • Jul 29
Now 23% overvalued Over the last 90 days, the stock has fallen 13% to €1.63. The fair value is estimated to be €1.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 157%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 33% per annum over the same time period. Duyuru • Jul 11
Microlise Group plc Announces Launch of Series of New Products Microlise Group plc announced the launch of a series of new products, all of which are fully integrated with the Group's wider product portfolio. The addition of these products focuses on bringing USP's to the Microlise transport and logistics product offering, ensuring strategic growth within both new and existing customer base by providing upsell opportunities and strengthened new customer acquisition capabilities. Driver Hazard Warning (DHW): HGVs have many blind spots where vulnerable road users (VRUs) such as a cyclist, e-scooter or delivery moped rider cannot be seen. DHW is a 360-degree warning system that alerts HGV drivers if a VRU such as a cyclist, e-scooter or delivery moped rider is near their vehicle. HGV accidents involving VRUs are 15% more likely to result in a fatality, in comparison to a normal passenger vehicle. DHW is designed to help prevent such accidents. DHW also alerts drivers to static hazards in their environment, such as low bridges. In 2022 there were c.1800 bridge strikes in the UK with an average cost of £13,500 per accident. This can rise to as much as £800,000 for a single collision, particularly in the event of striking a railway bridge, where subsequent delays to train services are passed on to hauliers. DHW has been developed alongside the Flare products procured by Microlise on acquiring the K-Safe business in December 2023. DHW proactively helps transport and e-mobility companies prevent accidents thereby reducing risk of injuries or fatalities and the related costs and insurance premiums. The addition of this new product adds upsell opportunities for existing customers with no additional hardware requirements. Direct Vision Standards 2024: Microlise has developed a Progressive Safety System that ensures vehicles comply with London's Direct = Vision Standards 2024 (DVS) which comes into force in October 2024, as part of the Mayor of London's Vision Zero plan to eliminate deaths and serious injuries on London's transport network by 2041. The updated DVS solution ensures that HGVs can operate safely and legally within London. The new DVS system adds to the existing 2023 compliant DVS solution, by using AI-enhanced blind-spot and moving-off sensors with in-cab warnings, designed to detect pedestrians and cyclists while eliminating false alerts from stationary objects. The solution also integrates seamlessly with the wider multi-camera system offering comprehensive all-round visibility for drivers. By leveraging advanced technology, fleet operators can not only comply with the new DVS regulations but also benefit from detailed alerting and analysis reports, along with incident footage recording to protect drivers from liability. Microlise's solution is available for both upgrades to existing systems and complete installations for new vehicles, ensuring all fleets operating in the London area are prepared for the 2024 standards. The deadline of October 2024 is driving upgrades from existing customers and new customer implementations to ensure readiness for the new standard. Proximity Beacons: Powered by Bluetooth Low Energy (BLE) technology, Microlise's Proximity Beacons offer customers an asset tracking system that creates a low-cost, consolidated view of all assets under management. The product utilises the large mesh network created by the existing Microlise telematic units fitted to customer vehicles, to ping location data back to customers within the Microlise platform. UK retailers reported £7.9 billion in losses from warehouses and distribution centres in 2023, with further impacts through customer dissatisfaction and increased complexity of inventory management. The proximity beacons aim to minimise the loss of unpowered assets, help safeguard high-value cargo against theft, and give customers improved visibility of their entire fleet. The Beacons utilise the existing Microlise mobile network across the UK and provide monitoring for assets which were previously uneconomic to track, thus providing a new market segment for and cross sell opportunities. Buy Or Sell Opportunity • Jul 01
Now 17% overvalued The stock has been flat over the last 90 days, currently trading at €1.56. The fair value is estimated to be €1.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 157%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 33% per annum over the same time period. Buy Or Sell Opportunity • Jun 19
Now 21% overvalued The stock has been flat over the last 90 days, currently trading at €1.57. The fair value is estimated to be €1.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 157%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 33% per annum over the same time period. Duyuru • Apr 11
Microlise Group plc Proposes Maiden Final Dividend for the Year 2023, Payable on 28 June 2024 Microlise Group plc proposed maiden final dividend for the 2023 financial year of 1.725 pence per share and will henceforth adopt a progressive dividend policy. If approved by shareholder at May's Annual General Meeting on 22 May 2024, the dividend will be paid on 28 June 2024 to shareholders on the register at close of business on 7 June 2024. Reported Earnings • Apr 09
Full year 2023 earnings released: EPS: UK£0.014 (vs UK£0.012 in FY 2022) Full year 2023 results: EPS: UK£0.014 (up from UK£0.012 in FY 2022). Revenue: UK£71.7m (up 14% from FY 2022). Net income: UK£1.58m (up 17% from FY 2022). Profit margin: 2.2% (in line with FY 2022). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Software industry in Germany. Duyuru • Apr 09
Microlise Group plc, Annual General Meeting, May 22, 2024 Microlise Group plc, Annual General Meeting, May 22, 2024. Duyuru • Mar 28
Microlise Group plc to Report Fiscal Year 2023 Results on Apr 09, 2024 Microlise Group plc announced that they will report fiscal year 2023 results on Apr 09, 2024 New Risk • Feb 01
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results. Duyuru • Jan 11
Microlise Group plc (AIM:SAAS) acquired Enterprise Software Systems Limited. Microlise Group plc (AIM:SAAS) signed an agreement to acquire Enterprise Software Systems Limited for £8.5 million on November 30, 2023. The transaction is subject to antitrust approval. SCM Securities Limited acted as Financial advisor to Microlise Group plc. David Nisbet of Osborne Clarke LLP acted as Legal advisor to Enterprise Software Systems Limited.
Microlise Group plc (AIM:SAAS) completed the acquisition of Enterprise Software Systems Limited on January 11, 2024. The acquisition was conditional upon no objections being raised by the UK Competition and Markets Authority ("CMA"), who have now confirmed no further information is required at this stage. Duyuru • Nov 30
Microlise Group plc (AIM:SAAS) signed an agreement to acquire Enterprise Software Systems Limited for £8.5 million. Microlise Group plc (AIM:SAAS) signed an agreement to acquire Enterprise Software Systems Limited for £8.5 million on November 30, 2023.SCM Securities Limited acted as Financial advisor to Microlise Group plc. Reported Earnings • Oct 01
First half 2023 earnings released: EPS: UK£0.011 (vs UK£0.009 in 1H 2022) First half 2023 results: EPS: UK£0.011 (up from UK£0.009 in 1H 2022). Revenue: UK£33.9m (up 11% from 1H 2022). Net income: UK£1.22m (up 12% from 1H 2022). Profit margin: 3.6% (in line with 1H 2022). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Software industry in Germany. Duyuru • Sep 19
Microlise Group plc to Report First Half, 2023 Results on Sep 28, 2023 Microlise Group plc announced that they will report first half, 2023 results on Sep 28, 2023 Board Change • Jun 15
High number of new and inexperienced directors There are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. CEO & Director Nadeem Raza is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • May 04
Full year 2022 earnings released: EPS: UK£0.012 (vs UK£0.014 loss in FY 2021) Full year 2022 results: EPS: UK£0.012 (up from UK£0.014 loss in FY 2021). Revenue: UK£63.2m (up 7.5% from FY 2021). Net income: UK£1.35m (up UK£2.83m from FY 2021). Profit margin: 2.1% (up from net loss in FY 2021). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Reported Earnings • Mar 31
Full year 2022 earnings released: EPS: UK£0.012 (vs UK£0.014 loss in FY 2021) Full year 2022 results: EPS: UK£0.012 (up from UK£0.014 loss in FY 2021). Revenue: UK£63.2m (up 7.5% from FY 2021). Net income: UK£1.35m (up UK£2.83m from FY 2021). Profit margin: 2.1% (up from net loss in FY 2021). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Software industry in Germany. Reported Earnings • Sep 27
First half 2022 earnings released: EPS: UK£0.009 (vs UK£0.006 in 1H 2021) First half 2022 results: EPS: UK£0.009 (up from UK£0.006 in 1H 2021). Revenue: UK£30.7m (up 5.3% from 1H 2021). Net income: UK£1.09m (up 67% from 1H 2021). Profit margin: 3.6% (up from 2.2% in 1H 2021). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Software industry in Germany. Duyuru • Sep 14
Microlise Group plc to Report First Half, 2022 Results on Sep 26, 2022 Microlise Group plc announced that they will report first half, 2022 results on Sep 26, 2022 Duyuru • May 07
Microlise Group plc, Annual General Meeting, May 31, 2022 Microlise Group plc, Annual General Meeting, May 31, 2022, at 08:30 Coordinated Universal Time. Location: Farrington Way, Eastwood Nottingham United Kingdom Agenda: To consider Annual Report and Accounts for the 18 months ended 31 December 2021. Reported Earnings • Apr 15
Full year 2021 earnings released: UK£0.014 loss per share (vs UK£14.59 profit in FY 2020) Full year 2021 results: UK£0.014 loss per share (down from UK£14.59 profit in FY 2020). Revenue: UK£58.8m (up 14% from FY 2020). Net loss: UK£1.48m (down 225% from profit in FY 2020). Over the next year, revenue is forecast to grow 11%, compared to a 14% growth forecast for the industry in Germany. Duyuru • Apr 06
Microlise Group plc to Report 18 Months Period Ending Dec 31, 2021 Results on Apr 12, 2022 Microlise Group plc announced that they will report 18 months, period ending Dec 31, 2021 results on Apr 12, 2022 Recent Insider Transactions • Jan 27
CEO & Director recently bought €60k worth of stock On the 25th of January, Nadeem Raza bought around 33k shares on-market at roughly €1.84 per share. This was the largest purchase by an insider in the last 3 months. This was Nadeem's only on-market trade for the last 12 months. Board Change • Oct 31
High number of new directors Independent Non-Executive Chairman Jon Lee was the last director to join the board, commencing their role in 2021. Reported Earnings • Oct 01
Full year 2021 earnings released: EPS UK£0.022 The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: UK£57.0m (up 21% from FY 2020). Net income: UK£1.12m (down 40% from FY 2020). Profit margin: 2.0% (down from 3.9% in FY 2020). The decrease in margin was driven by higher expenses.