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Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
Proactis Holdings Plc | LSE:PHD | London | Ordinary Share | GB00B13GSS58 | ORD 10P |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
0.00 | 0.00% | 74.00 | - | 0.00 | 00:00:00 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
0 | 0 | N/A | 0 |
Date | Subject | Author | Discuss |
---|---|---|---|
18/1/2016 15:36 | paulypilot, Thanks for the management interview, it is all good background knowledge. Discovering that Screwfix are paying £50 where suppliers won't pay to join the accelerated payment facility was certainly a surprise. | eagle eye | |
17/1/2016 15:06 | Public sector needs options. There was a release where Frances Maude (was Minister to the Cabinet Office, Paymaster General) was very postive - forget exact wording - but one release was pulled and re-worded. It was glowing. One that was releasedis below. The reason - help encourage uk smes service uk public sector and i think to increase competition vs basware etc. 'And, leaving Proactis with a promise to ‘plug’ the business into central government, Mr Maude expects SMEs throughout the UK to benefit as more and more people become increasingly confident with the Cloud and what it means' Read more: | p1nkfish | |
17/1/2016 14:55 | The largest open business network in the world, Basware Commerce Network connects 1 million companies across 100 countries Our purchase-to-pay and e-invoicing solutions, designed for SMBs and large enterprises, are available through an extensive network of offices and business partners globally Revenue of €127.7 million in 2014 More than 1,400 employees worldwide Listed on NASDAQ OMX Helsinki (BAS1V) since 2000, established in 1985 | apad | |
17/1/2016 14:47 | familiar ideas? | p1nkfish | |
17/1/2016 14:43 | All management have one eye on the exit unless a family firm looking to keep it that way. My money has been on an approach by Basware but they bought Procserve. I would be quite sure others are eyeing PHD but don't expect management to roll-over for 40% above todays share price. 2x-3x is my thinking and that won't be for a while. If the market place, factoring, paperless, data analytics/science all take off along with an acquisition or 2 more it will be 3x-5x in 5 yrs imho. | p1nkfish | |
17/1/2016 13:14 | Rodney Potts is the eminence grise mega shareholder. I reckon PHD is being built for sale, despite the assertion to the contrary in the interview. apad From Wiki: CODA was founded in Leeds, Yorkshire in 1979 by Rodney Potts and Christopher Lennox and in the early 1990s the company's head office was moved toHarrogate. Today CODA has around 600 employees working from 14 country operations around the world. Chippenham software and consulting company,SciSys, purchased CODA in 2000, renaming its holding company CODASciSys plc in 2002.[2] In 2006, CODASciSys announced a demerger to form two listed companies, CODA (the financial software company) and SciSys (a space and public sector IT company).[3] In 2008, CODA became part of the Unit 4 Agressogroup of companies. CODA plc is a mid-sized international financial software company based in the United Kingdom. Founded in 1979, it was purchased in 2008 by Unit4, a supplier of Enterprise Software, based in the Netherlands. CODA creates, markets and implements a range of business software systems designed specifically to meet the needs of Finance Directors and Finance Departments. These include: financial management systems like accounting software and procurement software: financial analysis applications like reporting, consolidation and planning and budgeting systems; financial control systems, like process management and control software for compliance with legislation like Sarbanes Oxley. CODA was founded in Leeds, Yorkshire in 1979 by Rodney Potts and Christopher Lennox and in the early 1990s the company's head office was moved toHarrogate. Today CODA has around 600 employees working from 14 country operations around the world. Chippenham software and consulting company,SciSys, purchased CODA in 2000, renaming its holding company CODASciSys plc in 2002.[2] In 2006, CODASciSys announced a demerger to form two listed companies, CODA (the financial software company) and SciSys (a space and public sector IT company).[3] In 2008, CODA became part of the Unit 4 Agressogroup of companies. CODA software is designed for multi-currency, multi-language, multi-country, multi-company and multi-site operations, and is used by around 2,600 medium and large organizations in over 100 countries in a variety of markets and within both public and commercial sectors | apad | |
17/1/2016 13:04 | p1, I'm fairly impressed by the management too, but they are interested in their PIs and publicity - hence the top two turn out to be interviewed by PS, so I expect we will be informed. Like PS I believe that locking in the suppliers to the big companies would make their software a lot stickier and improve their position in a potentially very volatile market. So, that is where I am most interested as well. I am a little sceptical about the potential of the early payment aspect and the cash flow advantage that would give to a supplier, however, that might be a precursor to a normal payment system - but that is pure speculation on my part. However, it could well be that I am not sufficiently well informed in the other business areas, p1. apad | apad | |
17/1/2016 10:30 | apad, PHD management tends not to blow too many trumpets. Intesource is hardly mentioned, as an example, but is ploughing a good furrow if oyu keep an eye on the US side. We don't hear much about the US banking work but that will add nicely & there are other irons in the fire that have been started quietly if you look back far enough. The factoring element hasn't had much talk associated with it but will be transformational. The pressure on the NHS and Public Sector is playing into Proactis's hands - again, little mention. I think you will find they prefer to deliver rather than hype-up so not much trumpet blowing. ISIS Partners must be kicking themselves for their exit back in the 30's to Henderson. In inflationary or deflationary times PHD can prosper now and the incremental cost of new business is low. Spend on new services may be high for a while longer. I think this could multiply further over the next 5 yrs but the super growth surge is probably over for a while and it will settle for a period first. | p1nkfish | |
17/1/2016 09:34 | The comment about Screwfix subsidising their suppliers only made me wonder by how much Proactis is subsidising Screwfix. It is, after all,a prototyping project that is potentially of much more value to Proactis than to Screwfix. Also, if I was a supplier with an average of, if I remember correctly, five invoices I'm not sure I would be bothered with a new system (even at zero cost) unless my customer insisted. I guess that the potential back office benefit is a maximum for the big company and that will be the driver to recruit the small companies. It'll be interesting to see how the roll out goes, but I'm not tempted to increase until there is positive news. I think we can be pretty sure that management will blow all the trumpets on any good news. Anyroadup, it is an interesting story. A future interview focussed entirely on the rollout would be excellent and it is a great relief that there is a sensible board discussing the company (no shades of BOO!). apad | apad | |
17/1/2016 00:27 | £50 per is pennies when you look at over life efficiency savings in the business process per supplier signed up. With more and more pressure on earnings and cost control demand will be there. Public sector - look at what Frances Maude said when he visited that was later pulled from the release, or re-worded. Have lightened up holdings here a little as was becoming overly heavy weighting in portfolio. The rest are a solid hold and will look to add to compensate for dilutions due to acquisitions. Solid management that know their market well. Wrote to them a few years back and was impressed at how cheap the envelope and paper were used for the response. Tight cost control back then. Hope it's still the same way now. | p1nkfish | |
16/1/2016 20:20 | Paul, agreed that was extremely interesting. They did talk about potentially having to do some kind of profit share with other customers when charging their supplier base, which I viewed as a positive also because it suggests there is a lot of money to be made and customers want a little slice of that.It's not always feasible for individual investors to interview management so your interviews are a great alternative, especially when you are open to asking questions from others (thanks for asking mine btw). I'm sure many others feel the same even if they don't think to post it. | hydrus | |
16/1/2016 20:02 | There was one point from my interview that really stood out - that Screwfix (who are trialing the new supplier network product), are so keen to get their suppliers to use the Proactis product, that Screwfix are actually paying the £50 for suppliers who decline to do so. Think about it - that's very positive indeed, as it means the take-up rate will effectively be 100%! So very exciting potential, and it looks like it's going to work. On the downside, I think we'll have to be patient - they seemed to be saying that 2016 will be a year of bedding in a smallish number of customers on the new product, so proper roll-out in scale will be 2017 onwards, from the sounds of it. Thanks for the positive feedback Hydrus & jimbojames - it's a lot of work putting those interviews together, and they're quite stressful to do, so it makes it worthwhile when people pass on their thanks. PP. | paulypilot | |
15/1/2016 10:59 | I think they liked your name.... | troutisout | |
14/1/2016 23:50 | Thanks Paul, great interview and thanks for asking my question! | jimbobjames2002 | |
14/1/2016 21:33 | Great thanks Paul helpful | hydrus | |
14/1/2016 21:05 | Mr. Nobbs (if I remember correctly) owns a quarter of this £50m company. Nothing particularly new from the interview. I was left wondering if this company is being built up for sale. I guess that if the model does deliver it might go on its own, but I doubt it. I think it will be an interesting couple of years and have put it on my 'to increase' list (I have a small first holding showing about 25% profit) if there is some price weakness between now and March (rns in mid Feb., but I suspect nothing new). Not entirely sure about the 'acquisition by issuing shares' policy, and why do they need an acquisition now? Will Mr. Nobbs be happy with dilution? Wonder why PS didn't ask about Mr. Nobbs? Hey Ho. apad | apad | |
14/1/2016 18:35 | Here's my interview with the CEO & CFO of Proactis; | paulypilot | |
13/1/2016 12:38 | I'm interviewing the CEO/FD of Proactis tomorrow (14 Jan 2016). So if you would like me to ask a question, pls submit it by noon on 14 Jan, using this form: NB. I won't be checking back here, so pls don't post any questions here. Thanks, Paul. | paulypilot | |
15/12/2015 21:08 | ignore it. this is a good place to be if you can hold for 2 yrs or more. x-divi (only 1.2p but better than a kick) soon. in deflation companies want to save and improve business processes and funnily enough do so just as much under inflation. either environment favours phd and they have a whole world to address and offer multiple services to and they are not amazon - a benefit in some qtrs. recent US cloud news cements the 'we are more professional, whilst just as enterprise level resilient, than amazon'. | p1nkfish | |
15/12/2015 18:29 | If anyone has the transcript from the ST article I'd really appreciate it - thanks. | jimbobjames2002 | |
15/12/2015 13:47 | speedsgh Thanks for the useful information. At lunchtime less than 60K volume for a near 9% drop. Current 117p-122p. | eagle eye | |
15/12/2015 13:27 | Excellent response to the ST article. Could be reinforced after the w'end response. apad | apad | |
15/12/2015 12:41 | Thanks speed. I thought it might be something like that. If it drops a bit further, I'll be in for some more. | eclair | |
15/12/2015 12:25 | In case you're wondering, the sudden sell-off is doubtless as a result of an update by Simon Thompson on the Investors Chronicle website today which recommends taking profits. | speedsgh |
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