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Statpro Share Discussion Threads
Showing 626 to 645 of 650 messages
|The contact wins are certainly starting to add up. Is this on the cusp of doing very well?|
|update from Panmure out this morning:
"StatPro has announced another contract win. While this one is not large in group terms, it demonstrates the rationale for StatPro’s acquisition of 51% of Infovest (February 2016). A large North American asset manager has extended its business with Infovest, using their Data Warehouse and Reporting solutions to manage data from all of their systems, including StatPro Revolution. This is a seven year contract, worth a minimum of £1m. It represents Infovest’s largest ever win, and its fourth win since linking with StatPro in February."|
|All looks very encouraging here as we hit a new high. It's been a long patient wait and I must admit to having thought I had made an error in investing in this one, but will wait and see how things go. Looks like they have at last got some momentum. New product launch, new customers signing up and a currency tailwind.|
|Hopefully a sign that their technology is starting to come good. Patience has been needed, but looks encouraging now.|
|If you have very low expectations then you always meet them.|
|Tentative signs of improvement here. Lets hope that they are, at last, in a position to grow the top line. Looks like it to me, but very early stage growth. Nice to see broker forecasts being edged up for once.|
|Read Panmure Gordon & Co's note on STATPRO GROUP PLC (SOG), out this morning, by visiting hxxps://www.research-tree.com/company/GB0006300213
"StatPro’s AGM is a feast for the bulls – trading is judged to be “in line”, there is strong cloud customer traction – now c36% of annualised contracted revenue and StatPro reiterates guidance for the debut of StatPro Revolution Performance. Also, there is a series of Directorate changes following the retirement of Stuart Clark – notably well-regarded Jane Tozer now occupies the role of Senior Independent Director. While operationally Q1 underpins our forecasts, nonetheless we make minor adjustments to reflect the impact of..."|
|Trading update today was vague on concrete progress, although comforting that Q1 is to expectations. Really for a cloud based software company you want to hear about strong pipelines and exciting growth of customers. Statpro doesn't seem to offer that so it should be at a PE of 10-12 really.|
|Read Panmure Gordon & Co's note on STATPRO GROUP, out this morning, by visiting hxxps://www.research-tree.com/company/GB0006300213
"The company believes that only the right technology in partnership with industry knowledge and experience can deliver true customer value. This week delivery of its v67 showed that StatPro’s tech continues to deliver to that customer promise. To remind, 2016 is a watershed year for StatPro as it replaces StatPro Seven with StatPro Revolution Performance and be a true cloud multi-tenant solution – this then joins Revolution a true ‘built from the ground up’ SaaS ..."|
|An interesting share buy back adding 4% to EPS and increasing the sale value of the company per share|
|Video interview with StatPro chief executive Justin Wheatley
Justin Wheatley, chief executive of investment analytics firm StatPro Group PLC (LON:SOG), speaks to Proactive after the company unveiled solid results for 2015.
Annualised recurring revenue (ARR) for StatPro Revolution - it's cloud product- met its target of an increase of 46% at £7.8mln from £5.35mln in 2014 and Wheatley says this now represents 27% of the group’s recurring revenue.
“The core benefit of our product is the way it brings together a number of different analytic products” he says, adding that traditionally people have had separate systems for performance, attribution risk while StatPro can “bring all those together and allow people to access that information in one go.”|
|Now I know why they made the acquisition. Statpro Revolution has not really succeeded in getting lots of new sales. And from outlook statement, looks like they are going to depend on acquisition for more growth. Cash balance now low, so any acquisition will need to come in the form of new equity fundraising.....|
|i guess this is a net positive - an acceleration in growth on a larger base.
Buying in shares is also encouraging. Given the trend of downgrades, sustained investment, declining cash balances and establishing larger debt facilities I presumed finances were under pressure.
But I'd agree this is all about growth.
i am surprised this is still quoted, they'd find their job easier if owned by PE. I suspect that might happen.|
|No - it's not. It's a transfer of revenue from non-cloud to cloud. I'm looking for top-line net revenue growth.|
|So is todays RNS meeting your comment topvest?
"In the 12 months to the end of September 2015, Annualised Recurring Revenue for StatPro Revolution, the cloud-based portfolio analysis service, grew by 68% to £7.2 million (September 2014: £4.3 million at constant currency). "
but I'm not invested here|
|Results OK, but really need a tad more revenue growth.|
|Another company where the share price does not seem to reflect the strength of the RNS released today ... more research needed from me|
|Huh, can't believe they've issued an RNS today for a contract renewal that is only £0.6m over 5 years. Things must be slow....|
|Yes, I'm happy to hold. They are making progress. Not cheap, but not overpriced either in my view.|
|The deal announced, a couple of weeks ago. Shows what can be done.|