|Micro Focus International
||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Micro Focus International Share Discussion Threads
Showing 3251 to 3275 of 3275 messages
|up a bit today
must be because Dustin Johnson is a good golfer ....|
|What's caused this if Trump does not get he's bill through on Thursday all bets off and 5% correction on the Dow they reckon.|
|It's just the FTSE looking so toppy, pullback I reckon around 29th MarchWhen article 50 triggered. May just spook the market. Of course correction everything gets hit the good, bad and ugly.|
|Looks like the £ could get stronger, I'm being careful of the dollar earners.|
|We all know interest rate rise in US tomorrow, but any negative comment with it could spook the markets worldwide.|
|Let's hope revenue will improve at HP down 8% and we are paying top dollar, can't afford any more revenue slip ups.|
|Thanks nice winner Sopheon.|
|By the way, well played on SPE, monty.
I've gone for PRSM for my next growth play.
|To me Micro Focus is priced to perfection, hopefully no slip ups.|
|Thanks, good reply, the only thing, HP software revenue down 8% that's quite a bit, is there a caveat to pay less if revenue does fall further, my fear is Micro pay to much.|
|I would confine HPE's USD debt concerns to their USD earnings which are at comfortable levels. For the takeover, MCRO's share price is at all time highs, which is good leverage for the purchase (66% in shares). The other $2.5bn for the deal will be in USD.
Once the merger is complete, the new group has substantial dollar earnings to hedge their GBP revenue - good re:Brexit etc.|
Is the strong dollar and weak a double edge sword, HP blaming strong dollar, but weak pound good for Micro, although debt in dollars, any thoughts.|
|LeejpAlso with a high p.e, Micro can't have any mishaps or disappointments otherwise shareprice gets hammered.All being well, should do ok.|
|If, a big word, they got to improve margins with 8% fall in revenue. But see your point.|
|Price to book for HPE is a very reasonable 1.2. The PBR x PE is well below 22 @ 15.1 Mr B Graham would be proud.
Or EV / Revenue is 0.8 - good value.
The EV is not that much more than the NAV. I think it's cheap.
If MCRO can improve the Op. margin and ROC of HPE to be closer to their own, while maintaining the profit as a % of EV that HPE have, they will do very well.|
|What worries me, high pe, we are paying top dollar for HP and revenue fell 8%.|
|wow - is that so?|
|Don't buy a share just for the dividend, what you gain in income, you can lose out in capital invested, if the shareprice falls.|
|How can it be $1.68 with circa 230,000,000 ordinary shares in circulation. Can't seem to find out how many preferential or other shares there are.|
In the reverse take-over of HPE Software MCRO are promising a payout to "existing" shareholders of $400 million dollars as a bonus payment prior to completion of the deal.
Here is the quote from the RNS of 8 September 2016:
"Prior to Completion and subject to Micro Focus shareholder approval, Micro Focus intends to undertake a return of value to its existing shareholders of c. US$400 million (the "ROV") equivalent to US$1.68 per Micro Focus share based on the fully diluted share capital of Micro Focus as at 6 September 2016."
|OZ have increased their short to 0.62%.|
|I see there is a hedge fund short of Micro 0.59% OZ Management LP.It's in the Shortracker list. Wow that's some bet.|
|Sorry for my ignorance So Goes It but can you explain the " my part of the $400m due "
|My new target 2035p, only because HP software revenue was down 8%.|
|I think Wizard still own 6m shares wonder if they keep them when the deal completed or sell before?Any thoughts chaps.|