Share Name Share Symbol Market Type Share ISIN Share Description
Blan Tech Grp LSE:BLTG London Ordinary Share GB00B06GNN57 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.50p +0.62% 81.00p 79.00p 83.00p 81.00p 80.50p 80.50p 26,814 09:38:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 27.7 -1.7 -8.6 - 51.83

Blan Tech Grp Share Discussion Threads

Showing 526 to 547 of 550 messages
Chat Pages: 22  21  20  19  18  17  16  15  14  13  12  11  Older
DateSubjectAuthorDiscuss
24/11/2017
09:46
Keep on trucking
vatpaul
23/11/2017
10:25
extra paid to sellers
vatpaul
23/11/2017
08:52
BLTG off to races
vatpaul
22/11/2017
18:02
Rivaldo on the NCC site published today some FT articles on GDPR commenting on the amount of work taking place on this; I am involved with a large organization where the Chief Lawyer is driving lot of Senior Management Time on this. Thus surprising that in the webinar the CEO appeared rather out to lunch. Possible that they do not have products that address this issue. The AR report may throw more light on this when published; the prelims just had two passing references.
cerrito
22/11/2017
16:45
Satisfactory day tomorrow we go to 90
vatpaul
22/11/2017
14:19
Going up. No sellers down here. Looking for 120p-140p quick imho myself
vatpaul
22/11/2017
10:14
Moving up nicely
vatpaul
22/11/2017
09:00
Yes, i think that this will increase demand for BLTG software
vatpaul
22/11/2017
04:36
Should have used Blancco https://www.bbc.co.uk/news/amp/technology-42075306
mfhmfh
21/11/2017
20:57
26k buy in today!!!!!!!!!!!!!!!!!!!
vatpaul
21/11/2017
08:09
Could be a winner next year
vatpaul
18/11/2017
18:12
Edison have come out with a report suggesting eps in 18/19 of 2.35p at the lower end of guidance...suggesting a long march ahead. This compares with the 3.15p pre Share based Payments by Equity Development. http://www.edisoninvestmentresearch.com/research/report/blancco-technology-group-377964/full
cerrito
14/11/2017
22:29
ED note: Blancco is the world’s leading developer of ‘data erasure’ software, used to protect governments and corporates from ID/data theft and cyber-crime, along with being a pioneer in mobile device diagnostics (formerly known as Xcaliber). The business is roughly 7x larger than its closest competitor, and led by interim CEO/CFO Simon Herrick and Chairman Rob Woodward. Patient shareholders are probably more than a little cheesed off, having endured a 70% slide in the stock price since March. Nevertheless, after the recent results we see reasons for optimism: after conducting an exhaustive review of customer contracts (hence results were delayed by 1 month), the slate should now be clean as evidenced by Tuesday’s ‘in-line prelims’. Now the Board are fully committed to rectify the situation, with a permanent CEO hopefully being announced in the near future. Adjusted EBIT came in at £3.4m (vs £4.6m LY) on turnover up 31% to £27.7m (or 17% constant currency and 6% LFL) – the split being £23.5m Erasure (+3% LFL) and £4.2m diagnostics. Invoiced orders similarly jumped 30% to £29.3m (or 15% constant currency and 3% LFL), delivering a book:bill ratio of >1, with favourable forex boosting the top and bottom lines by £3m and £0.2m respectively. Adjusted cash conversion was a creditable 80% (vs 130% LY after restatements), with 97% of revenues being collected by 30 September 2017. Going forward, we anticipate this should nudge up towards 90% by FY20 as a function of the greater SaaS mix, partly offset by higher enterprise volumes (re longer payment terms). So, underlying demand remains strong, with FY18 LFL sales growth expected to be between 10-20% (or 6-16% reported) delivering adjusted EBIT margins (pre SBPs) of 8%-12%. Here, profitability is being temporarily impacted by investments in software and sales capability (headcount +24 to 125) to take advantage of the buoyant conditions. Ultimately, though, margins should revert back to historical norms of say 20%+ as the business scales. In light of Blancco’s breadth of certifications, IPR, customer references and global reach , we reckon that the company possesses a wide competitive ‘moat’ and will be a chief beneficiary of multiple secular tailwinds. Our revised forecasts and 130p/share valuation are conservatively pitched, with management aiming to ‘meet if not beat’ their guidance. Plus, as global data volumes balloon and malware becomes much harder to detect/remove - then the cost of storage, guarding against theft and/or illegal hacking likewise will continue to mushroom, underpinning Blancco’s fortunes for possibly decades ahead.
aishah
14/11/2017
17:49
I listened to the webinar.. I found the sound a bit difficult but good slides which I hope make their way onto a website. I have yet to read Equity Development's note published today hxxps://www.equitydevelopment.co.uk/edreader/?d=%3D%3DQO1MjM Three things from the webinar. Of the £27.7m of sales last year only £1m were one off non recurring which is good and interesting that they have £4m+(if my memory is right) of deferred income to be recognized in 17/18. I know that Simon H has post Debenhams a reputation of putting a very positive gloss on things but I did not get that impression from the webinar. Asked about the business impact of the EU Directive he was clear saying he had no idea. I hope they have a good head hunter for the CEO post. Asked about the key quality Simon H said a good understanding of the software business of which he knew nothing. Indeed the only director in the software business is Skelton. They cannot afford to make a mistake here.
cerrito
13/11/2017
18:20
Acting CEO is presenting via webinar and taking questions tomorrow , Tuesday 14th , at 4.30 pm Register here: https://register.gotowebinar.com/register/793631178037937921
edmonda
12/11/2017
22:21
Reading it again the announcement went to great pains to state that '..no contractual agreement was in place' for the sales contract boooked in June 2016. which meant that the 2016 accounts had to be restated. This amount has now been written off which means there never was a contract! It was made up. Hanover were running the company at the time and had sold all of their shares the month before, so would not have wanted a profits warning in June.
teresagreen1
11/11/2017
09:10
Will warn again and beg for more shareholder cash
opodio
09/11/2017
09:53
From today's Investors Chronicle web site: For Blancco Technology’s (BLTG) chairman, Rob Woodward, “2017 has been a year of substantial challenges for the group”. In March, Blancco reported higher pre-tax losses for the first half. Come September, management announced the reversal of £2.9m in revenues booked through to June, reducing performance expectations for the full year. The then chief executive Pat Clawson duly fell on his sword and the group’s shares plummeted. However, the market reacted positively to the data erasure specialist's preliminary figures, which detailed a strengthening top line, albeit against restated comparatives in the prior year, including a £1.2m revenue reduction, again linked to contract issues. Some encouragement is provided through a 19 per cent organic growth rate, with a pleasing increase in erasure revenue, coupled with new diagnostics contracts. Reported losses narrowed considerably, thanks to higher finance income stemming from the revaluation of deferred consideration for two previous acquisitions – currency movements reduced the value of these liabilities significantly. Analysts at Peel Hunt forecast adjusted EPS of 3.1p for the year to June 2018, up from 3p in 2017. IC View: No dividend will be paid; bosses remain focused on “immediate priorities” – cash flow, cost management and sustainable revenue growth, although they might want to pay a little more attention to their revenue recognition policies. The shares rose strongly on release of these figures, but the share price is still well adrift of the 300p level seen earlier this year, leaving Blannco trading below its net asset value. Peel Hunt has cut forecast revenues for FY2018 by £3.8m to £30.7m, although that still represents an 11 per cent uplift year on year. Improved sales are to be welcomed, but shareholders would be justified in wondering whether they'll stick over the course of the accounting year. Hold. Last IC View: Hold, 71.5p, 06 Sep 2017
zulu_principle
08/11/2017
20:25
This from Wikipedia regarding The General Data Protection Regulation (GDPR): GDPR 'was adopted on 27 April 2016. It becomes enforceable from 25 May 2018 after a two-year transition period and, unlike a directive, it does not require national governments to pass any enabling legislation, and is thus directly binding and applicable.' BLTG has the technology. If it can sort itself out the potential is huge. IMHO.
mfhmfh
08/11/2017
19:01
this will need another rights issue to fillthe black hole in the accounts
opodio
08/11/2017
18:46
There is a blog post on Blancco Technology available here: hTTps://www.sharesoc.org/blog/company-news/johnston-press-blancco-technology-intercede/
sharesoc
07/11/2017
16:59
Not at all. There is a big difference between investing (owning a share) and gambling (short term betting) which largely relates to oversold shares or momentum trading. My views on BLTG as an investment have already been aired in previous posts and have not changed. However short term betting on a modest basis is tactically taking advantage of a momentum situation which this exhibited today once the results were announced with no major surprises. I've made some potential paper gambling profits today on a spread bet which I will let run for a while since I cannot lose having moved my stop loss ahead of my opening price. However, I still remain unconvinced by the credibility of management and the balance sheet to reinvest here.
masurenguy
Chat Pages: 22  21  20  19  18  17  16  15  14  13  12  11  Older
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