Beeks Financial Cloud Share Discussion Threads

[hatfullofsky] 08/3/2024 12:38

Nope it's complimentary

[nchanning] 08/3/2024 11:31

Would exchange cloud cannibalize any of their existing business ?

[hatfullofsky] 08/3/2024 09:42

This will power ahead on reg approval for the latest Exchange Cloud contract.

[hatfullofsky] 08/3/2024 09:41

Yep and it was great as usual, it's up on a investorMeet

[ali47fish] 07/3/2024 18:16

anyone seen the presentation on company meet- interim report today. iddint make the time but i am watching it now but it does 'nt say it is the recorded version

[hatfullofsky] 05/3/2024 07:51

Traction and adoption is fantastic, great momentum. Fully priced on FY24 earning but FY25 could be spectacular

[ali47fish] 05/3/2024 07:32

amazing win rns

[tempted] 28/2/2024 13:00

Great podcast - maybe more will be revealed at the Interims on the 5th March? Along with the presentation on the 7th..

[masurenguy] 28/2/2024 12:46

Positive momentum still continues with a further 5% increase this morning on a down day in the markets. Shareprice has now risen by 77% in the 4 weeks since the begining of this month !

[masurenguy] 25/2/2024 17:11

Mark Niznik of Artemis discusses BKS with Paul Hill @4.20

[29palms] 23/2/2024 14:24

Good Podcast from Paul Scott interviewing Beeks CEO/Founder, Gordon McArthur

[masurenguy] 19/2/2024 08:52

Well it was very obviously published the day after the RNS on 7 Feb when the shareprice was 140p !

[ali47fish] 19/2/2024 08:30

what's the 140 p not target price surely the share price is 159p

[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.