Beeks Financial Cloud Share Discussion Threads

[masurenguy] 19/2/2024 08:02

Another recommendation !

Beeks Financial Cloud
Interactive Investor

This technology firm provides financial-services companies with the digital infrastructure (such as cloud-computing and analytics) they need to run their operations. News of major progress on contracts has seen the shares surge by 50% this month and may herald an “inflection point”. Switching providers is a headache, so in this industry, clients tend to stick with their contracts and earnings are reliable. That could eventually open the way to a rerating or a takeover by a bigger industry player. 140p

[hatfullofsky] 15/2/2024 23:09

That did it

[hatfullofsky] 15/2/2024 23:08

Do some research and tell us, please

[sunshine today] 12/2/2024 11:55

Whats the profit forecasts for the next two years please.

[masurenguy] 12/2/2024 09:50

Hit a 2 year high this morning ! 😊

[masurenguy] 11/2/2024 14:36

Cheers petewy 👍

[masurenguy] 11/2/2024 13:37

petewy - please remove your above post #407. I have provided a shorter link to the same article since your long link disrupts the format of the thread.

[ali47fish] 11/2/2024 13:14

long winded as always with this analyst but the message is positive

[petewy] 11/2/2024 12:26

Sorry Measure..

[hatfullofsky] 07/2/2024 09:52

Not much of a pull back today which bodes well

[hatfullofsky] 06/2/2024 20:34

Not when knowing the FY25 results will be significantly ahead.

[philly cheesesteak] 06/2/2024 16:17

Worth listening to the October investor meet company call again. One question asks what a large exchange deal looks like, the answer was around $50m over 4 years. This was based on the top 5 exchanges each having around 800 customer racks in their data centres, of which 200-300 might be available to BKS. If they got 20% of that then it would equal $50m. Today's deal is with "one of the largest exchange groups globally", does that mean one of the top 5?

Gordon goes into detail about how long the due diligence process has been for the second client after Johannesburg, and that the deal size would be much larger than that deal, which sounds like it may end up in the middle of their £5-20m estimated size.

$12.5m incremental revenue per annum on top of the £39.6m Cannacord forecast would certainly move the needle.

[ali47fish] 06/2/2024 13:51

well that waht i am looking for becaue iwasnt clever toadd mor than tha amount i paid

[ali47fish] 06/2/2024 13:02

74 cany ou translate this into plain english please

[74tom] 06/2/2024 12:58

There is a huge gap on the chart now down to the 108p close last night, from my experience such gaps in downtrending stocks normally get filled, or at least close to filled. Let's see what happens, but the MM's will be keen to squeeze as many shares out as possible IMO.

[husbod] 06/2/2024 11:52

Agreed and thanks for those figure. Sort of proves the case. I'd report it to the FCA if I had any faith in them pursuing it.As to your last paragraph I hope a lot of them take profits so that us long termers can accumulate a few more at a lower price.The thing that troubles me is that could this be a classic British small company with a world beating product that is taken out by some foreign company before it reaches anything close to its full potential?

[74tom] 06/2/2024 11:11

Yes the volume increase in the days before this announcement isn't pleasant to look at.

In the 3 trading days from 31st Jan, volume was 2,477,020 shares

In the 60 trading days before that it was 2,968,394 shares.

In fact, the 3 day volume prior to today was greater than the cumulative monthly volume for any month since June 2022.

I suspect we'll see a couple of weeks of consolidation as 'sophisticated' pre news buyers take profits ;)

[elsa7878] 06/2/2024 09:43

"A lot of insider trading yesterday imo."

Look at those 3 x 25K buys y'day in swift succession in the 8.20's am.

A passive holder so happy though definitely a leaky ship. (Need to tighten up as it doesn't look good).

[husbod] 06/2/2024 09:40

If you look at the timing of that deal, it was reported hours after it was made, it was probably a buy and accounted for much of yesterday's rise.A lot of insider trading yesterday imo.

[maddox] 06/2/2024 09:35

"The stock market is a wonderfully efficient mechanism for transferring wealth from the impatient to the patient." Warren Buffett

[masurenguy] 06/2/2024 09:00

Buys @150p now. Whoever sold 455,069 @97.48p yesterday must be kicking themselves !

[philly cheesesteak] 06/2/2024 08:45

8.3p, however that doesn't include the major exchange cloud deal, so potentially >10p with that added? I'll be very surprised if this doesn't hit £2 in the coming weeks.

[masurenguy] 06/2/2024 08:42

On a 40% rise in the first 40 minutes of trading, we've hit a one year high virtually overnight !
😊

[valustar1] 06/2/2024 08:41

Does it give a new EPS

[philly cheesesteak] 06/2/2024 08:16

One of the best small cap RNS's I've read in a long, long time. Cannacord now forecasting FY25 revenues of £39.6m and that doesn't include the exchange cloud win announced today...That is fairly amazing top line growth from the £11.6m reported in FY21. Sub £100m market cap looks like an absolute gift IMO.