Beeks Financial Cloud Share Discussion Threads

[capitalist] 06/3/2020 09:03

Hmmmm... Approx £56,500 stock sold, knocking approx 15% off the value of a company capitalised at approx £50m... Overdone maybe?

[homebrewruss] 04/3/2020 10:19

I'm not a holder here but you guys may be interested in small caps live today where the CEO will be joining today to answer any questions you have from 11am.

[5chipper] 02/3/2020 20:56

Growing acmrr by 37% whilst maintaining a margin of 49% is more than ok surely!

[ygor705] 02/3/2020 16:49

Revenue and margins look ok but the eps line looks disappointing. Cannot really see the share price holding up too well in these market conditions.

[siborgz] 26/2/2020 13:54

Berenberg broker has today initiates buy with target price of 150phttps://www.google.co.uk/amp/s/www.sharecast.com/amp/news/broker-recommendations/wednesday-broker-round-up--7344512.html

[ali47fish] 25/2/2020 22:52

end of feb beginn of march i recall

[siborgz] 25/2/2020 19:55

Does anyone know when Beeks are releasing their results? Between this share and FARN on phase 3 I'm hoping for some good results. Thursday?

[masurenguy] 07/2/2020 08:12

spann 703 - I think the key points you have made here are as follows.

1. "the hardware installed into exchanges appears to provide a decent moat"
That is both a significant and key factor which warrants a high PER.

2. "how costly is it for BKS to operate/maintain/upgrade their hardware going forwards, and will capex continually eat into profits"
Obviously an unknown factor at this moment in time but they will have strong pricing power because the customer has no alternative supplier at this point in time and that should take care of all new capex recovery and margin maintenance.

As an aside I would expect BKS to become a target for an established predator in due course to whom the cost/benefit aspect of acquiring an established operation with a first mover advantage business model far exceeds the current "petty cash" market cap of circa £60m.

[robow] 07/2/2020 08:09

yes windsor. BLV,AGFX,MMH,MJH,KETL
The forward p/e for BKS is 22 not so stretched

[spann_703] 07/2/2020 07:46

It's a fair point Windsor430 - my question would be, how much of a dime is BKS likely to make going forward.

I have a holding here. Often I will take an initial position in a stock, and if the story I have invested in continues to hold then I will invest further moving forward. Otherwise, I'll ditch it.

For various reasons, I still have only my initial holding only in BKS. I haven't wanted to sell it, but unusually for me I haven't increased my position either.

This indecision is caused by two sides of the same coin - on the one hand, the hardware installed into exchanges appears to provide a decent moat. On the other hand, that hardware is expensive and I am unclear as to how often it will need to be upgraded/what it costs to maintain.

Processors may not be increasing in outright speed like they once were, but there are still improvements in terms of efficiency and power being made.

So my concern here is capital expenditure - how costly is it for BKS to operate/maintain/upgrade their hardware going forwards, and will capex continually eat into profits.

Like ygor705, I continue also to have a wait and see approach to BKS - although I suppose in some ways that's true for all my holdings :-).

[ygor705] 07/2/2020 07:36

Windsor ... agreed but after the next announcement there will be 6 months of very little news, profit taking and general end of tax year sluggishness in the market. Beeks share price has a history of big surges followed by heavy retracement. Makes timing difficult unless you belong to the blind faith school.

[windsor430] 07/2/2020 07:30

For me - the rise of Google Cloud, AWS & even Rackspace, UKFast etc points to just one growth angle. Add in the FS niche & I think it’s remiss to focus on past PE. We’re in growth mode & still making profit - so many AIM stocks don’t make a dime!

[ygor705] 06/2/2020 22:03

Following this latest rise, the historic PE here is now in the mid 50s. This looks pretty stretched in the context of the P & L account over the past 3 years. The next set of numbers will have to be pretty good to maintain this kind of rating. It may well happen, but I'm now minded to wait and see what is said at the end of the month before doing anything here.

[windsor430] 06/2/2020 17:43

Thanks Robow - do you know what the others were?

[robow] 06/2/2020 16:32

they have had a full page write up in Shares magazine as one of their six best small cap ideas. Seems to have had a good effect.

[masurenguy] 06/2/2020 15:29

Hardly a significant rise, more of a retrace back to last months high of 118p. Today's trading volume is still under 100,000, which is only twice the average daily volume and less than a quarter of a percent of the shares in issue. Since it is fairly illiquid, an 8% or 10% rise or fall can easily occur for no particular reason other than some minor buying or selling activity on any random day.

[windsor430] 06/2/2020 15:25

They have been very active recently, so suspect some news is imminent. Last month there was RNS’s / news on big customer wins, swiftly followed with service expansion. Either of those again would be good.

[siborgz] 06/2/2020 15:16

Does anyone know the reason for the large rise? Unusual for this share without no news.

[ygor705] 06/2/2020 08:08

Thanks. I like this stock but the chart is quite volatile with retracing tending to be an issue. That said, an announcement could herald another move up. Just watching for the moment.

[masurenguy] 04/2/2020 17:30

They do not publish a financial calendar. However last year the interims were announced on Feb 27, two months after the end of H1 and I'd imagine that a similar timeframe would apply this time around.

[ygor705] 04/2/2020 16:54

Does anybody know when the interims are due to be announced?

[robow] 24/1/2020 15:27

welcome Saucepan

[saucepan] 24/1/2020 14:28

Hi folks. BKS has been on my watch list for a while. I have opened a starter position today.