Author Archives: Peter Smith

The Spend Matters Procurement Solutions and Software Stock Portfolio for 2016

- February 3, 2016 2:27 AM | Categories: Best Of Spend Matters, Finance, Solution Providers, Technology

procurement solutions stocks Regular readers will know that, for the last couple of years, we have created and then followed a stock portfolio, created from the firms who are quoted on various stock exchanges and have a significant interest in the world of procurement technology and solutions. We have also run an internal competition, whereby Jason Busch and I (for two years) and also Nancy Clinton (last year) chose our own portfolio from among the 20 or so firms. But last year we suffered the ignominy of underperforming the market and our overall full portfolio. So although Jason won, we have decided to lick our wounds and not choose our own basket of firms for 2016.

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November Means No Profit for the Spend Matters Stock Pickers

- December 10, 2015 2:42 AM | Categories: Finance, Industry News, Solution Providers

procurement solutions stocks Our three Spend Matters stock-pickers have now sunk into a late autumn pit of despair as the nights lengthen and the leaves lie heavy on the saturated ground. The portfolio of 24 procurement-related stocks we put together continues to underperform the wider market, and our three “heroes” — Jason Busch, Nancy Clinton and Peter Smith — continue to underperform the portfolio by some distance with their specific picks.

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PepsiCo Fires its Marketing Procurement Team, Shifts Work to Brand Managers

- November 16, 2015 9:17 AM | Categories: Industry News, Procurement

Pepsi In a move that will have a lot of procurement professionals looking over their shoulders, PepsiCo has eliminated its global marketing procurement team. The maker of Pepsi, Tropicana and Quaker runs one of the world’s most respected brand and marketing firms. But a push for improved speed and flexibility, essential in this age of quickly produced multichannel advertising, has caused Pepsi to reconsider a centralized procurement department's role in that effort.

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The Witching Hour for Our Procurement Stock Portfolio? Maybe, Maybe Not…

- November 4, 2015 2:47 AM | Categories: Finance, Procurement Financials, Solution Providers

stock-exchange As we rapidly approach the end of the year, and as the witches and wizards appeared on our streets in October and the nights lengthen, can our three Spend Matters stock-pickers turn their performance around and beat the market over the final months of the year? We’re talking about our portfolio of procurement-related stocks, of course, and whether myself, Jason Busch and Nancy Clinton can beat the overall weighted portfolio that contains all 24 of the firms with a procurement interest. We had a reasonable month of October, with our portfolio following the market and up some 7%, although it is still some 8.5% below where it started on Jan. 1.

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Spend Matters 50/50: LeanLinking – A Provider to Watch in 2015

- November 3, 2015 3:25 PM | Categories: Featured, Solution Providers



LeanLinking is one of our 50 Providers to Know. We will be highlighting 100 companies (50 to Know, 50 to Watch) from our 2015 Spend Matters Almanac over the span of 100 days. Practitioners are encouraged to browse the categories listed in our Almanac to find the provider that best fits their needs.

LeanLinking has taken a neat idea and run with it. Whether a small startup in Denmark — and with a real procurement practitioner at the helm rather than a hyped-up startup software provocateur — can succeed these days is less clear.

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Spend Matters 50/50: Keelvar – A Provider to Watch in 2015

- October 26, 2015 3:07 PM | Categories: Featured, Solution Providers

100 companies - 100 days Keelvar is one of our 50 Providers to Watch. We will be highlighting 100 companies (50 to Know, 50 to Watch) from our 2015 Spend Matters Almanac over the span of 100 days. Practitioners are encouraged to browse the categories listed in our Almanac to find the provider that best fits their needs. What distinguishes Keelvar is the ability of its platform to handle complex sourcing issues in an easy-to-operate way.

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Spend Matters 50/50: Intenda – A Provider to Watch in 2015

- October 16, 2015 3:15 PM | Categories: Featured, Solution Providers

Intenda is one of our 50 Providers to Watch. We will be highlighting 100 companies (50 to Know, 50 to Watch) from our 2015 Spend Matters Almanac over the span of 100 days. Practitioners are encouraged to browse the categories listed in our Almanac to find the provider that best fits their needs.

We first came across Intenda some five years ago, when it started making an impact in the UK public sector, with contracts for providing e-auctions for the Ministry of Defense, and for large collaborative buying organizations in health and local government. Its UK operation, based north of London, in Welwyn Garden City, includes sales, management and some development, but its main development center is in South Africa, where the firm was founded.

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Spend Matters 50/50: Xchanging/MarketMaker 4 – A Provider to Know in 2015

- October 12, 2015 2:30 PM | Categories: Featured, Solution Providers

Xchanging/MarketMaker 4 is one of our 50 Providers to Know. We will be highlighting 100 companies (50 to Know, 50 to Watch) from our 2015 Spend Matters Almanac over the span of 100 days. Practitioners are encouraged to browse the categories listed in our Almanac to find the provider that best fits their needs.

Recent events have rather overtaken our 50 to Know review of Xchanging/MarketMaker 4, with Xchanging at parent firm level receiving two takeover bids last week. As those bids were pitched at some 70% above the prevailing share price, it seems likely one of them — or indeed a further new bidder — will succeed.

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What’s Happening to Xchanging’s Procurement Solutions Offering? An Interview With the Top Team

- October 6, 2015 6:42 PM | Categories: Industry News, Procurement Commentary, Solution Providers

business-891339_640 Xchanging, the business technology and services firm quoted on the London Stock Exchange, has had an interesting couple of months, so it was good to get the chance to speak to Ken Lever, the CEO, and Jim Reesing, global sales and marketing director, earlier this month.

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A Quiet September For Our Spend Matters Stock Portfolio

- October 6, 2015 2:24 AM | Categories: Finance, Procurement Commentary, Procurement Financials

stock exchange September was a quiet month overall in terms of our Spend Matters Stock Portfolio and most major global stock markets. The Spend Matters portfolio of all 24 firms lost about half a percent of its initial Jan. 1 value during September. Our portfolio follows the progress of quoted companies that operate in whole or part in what we call the procurement solutions market. We are tracking the performance of these shares on various stock markets from Helsinki to New York via Paris and London. Check out the full post to how these procurement companies performed last month.

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Spend Matters 50/50: ProProcure – A Provider to Watch in 2015

- October 2, 2015 3:00 PM | Categories: Featured, Solution Providers

ProProcure is one of our 50 Providers to Watch. We will be highlighting 100 companies (50 to Know, 50 to Watch) from our 2015 Spend Matters Almanac over the span of 100 days. Practitioners are encouraged to browse the categories listed in our Almanac to find the provider that best fits their needs.

ProProcure is headquartered in the affluent and sleepy commuter-belt town of Gerrard’s Cross, west of London – not exactly Silicon Valley or Hoxton. That’s not the only fact that makes it not your typical procurement software firm. ProProcure's almost total focus on one category within the procurement world – marketing services – is also rare, and in fact, it has grown really by focusing on a subcategory within that area.

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Spend Matters 50/50: Procurement Leaders – A Provider to Know in 2015

- October 1, 2015 3:25 PM | Categories: Featured, Solution Providers

Procurement Leaders is one of our 50 Providers to Know. We will be highlighting 100 companies (50 to Know, 50 to Watch) from our 2015 Spend Matters Almanac over the span of 100 days. Practitioners are encouraged to browse the categories listed in our Almanac to find the provider that best fits their needs.

Ah, Procurement Leaders! This started in 2003 as three young chaps with limited funds – and frankly limited knowledge of procurement - but great energy and vision. Now, it has a very successful business, from a reputation, growth and financial perspective – a procurement networking, events, media, and research firm that has proven to be an effective competitor to all sorts of other organizations, from conference firms to the Strategy Council and from CIPS to Spend Matters itself.

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