|Thu 08:51||j777j||A new fan....
Blur Group (LON:BLUR) – Speculative Buy
Further to the Interim Results issued on 9th September, blur yesterday issued a trading update. It announced that the business is currently in line with management expectations in respect of new project bookings, ahead of plan for new and repeat enterprise projects, and ahead of its plan on costs due to the... read more...|
Whilst revenue growth has been strong, a small number of large projects, which have been submitted to the exchange, will not kick off until early 2015, which will impact the Group's revenue and therefore profitability for the full year ending 31 December 2014.
The new head of Finance taking control, if there is even the slightest fall in expectations get it out soon.
owever, there is no way... read more...|
|Wed 21:32||blah blah||Book broker, well said! There are far too many investors who seem to think 'well the price is 10% of what it used to be so it must be cheap'. You neatly explained why that is not necessarily the case here. read more...|
|Wed 15:51||j777j||Very interesting interview about todays statement with the new CFO.
Large enterprise customers coming on board much faster thanks to Blur 4.0.Made up 2/3rds of the business coming onto the exchange in the last quarter.
They are by nature better credit risk.
He sounds very bullish.
htTP://www.brrmedia.co.uk/event/132983/stephen-harvey-group-cfo?popup=true&wl=740 read more...|
|Wed 15:26||j777j||Am wondering whether Liberum have put out a comment.
Their last price target was 250p on 15th sep.
The upside of revenues being booked next year means next years revenues will be higher. read more...|
|Wed 14:06||mstate||Blur Group PLC’s “Corporate” Rating Reaffirmed at N+1 Singer (BLUR)
November 19th, 2014 .. read more...|
|Wed 13:11||j777j||Judging by the direction of travel,I would say both.
1158 projects submitted value $15 million.
6329 projects submitted value $310 million.
|Wed 12:34||j777j||It is about the platforms stupid. read more...|
|Wed 11:52||haydock||Bookbinder: I do not disagree with your post.
I think in todays notice we can see the new CFO beginning to get to grips with the company.
This company is never going to be easy at this stage to assess financially.
As J has said, though when you look across the pond at the Amazon situation, it is clear that to NAS the mighty $, this does not matter.
The $310 real or imagined, is the... read more...|
|Wed 11:33||haydock||This represents a fourfold growth against the same point in 2013, with all indicators that EBITDA breakeven will be achieved in Q4 2015 along with positive cash flow from Q1 2016.
Guidence on growth 400% will do nicely.
Guidence on profits going forward, not qualified by the big projects comment.
This comment is really only an extension of the delayed booking of profits procedure now in... read more...|