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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Blancco Technology Group Plc | BLTG | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 225.00 | 00:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 225.00 | 225.00 |
| Top Posts |
|---|
Posted at 02/4/2023 18:45 by tole https://www.telegrap |
Posted at 28/2/2023 20:45 by cerrito A good presentation today on IMC and I would pay thm the ultimate complement by saying they have made BLTG boring which was hardly the case a few years back.They were right to point out that in the short term both their ITAD and mobile divisions face headwinds, albeit temporary. The issue is if this business, well managed as it is and in very attractive market, warrants in the current financial/market situation a pe of 30x. I will go back to sleep on this with one eye open. |
Posted at 20/10/2022 14:30 by cerrito Running behind schedule so have yet to organize myself to do my observations on the IMC call.In the meantime the FT had a long article a couple of weeks back on companies getting rid of corporate data and for those who can access it an interesting read for BLTG followers. It refers to the problems that Morgan Stanley faced with inappropriate data disposal see hxxps://www.infosecu |
Posted at 21/9/2022 16:27 by cerrito I note that they are releasing their prelims on the 28th.My rule of thumb is that if you are an AIM company or even a small LSE main board one with a financial year end June 30 and have bad/not so good results, you want to release your year end results before September 30 as they will be submerged by all the interim results coming out from companies with a December year end. Conversely if you have good results you announce them in the first week of October when there are very few results statements. My bones tell me that while the prelims will not blow the lights out, neither will they be disappointing. Anyway I have rather gone to sleep here over the last 9 months. I have fewer shares than before and the company is moving slowly along. I see that over the last year there has been a pretty static share register and indeed the last change of holdings RNS was in September last year. LSE trading volumes do not seem to have been big and the greatest movement has been the stately and continuous decline in the share price. I reminded myself that Soros is the major shareholder. His name has of course come up in the last week with the 30th anniversary of Black Wednesday and I have gone on the basis that his Fund Management Company keeps Boards on their toes and as such good to have as a major shareholder but truth to tell I have no idea if that is true. Will be interesting to see how the acquisition of Wipedrive is going. I am going on the basis that given the cash used in that acquisition any dividend will be the most nominal. I do note their comment in the interims that they then expected strong cash generation in H2 FY 20/21.I do not have a strong view of a resumption of a dividend as no doubt there are other good bolt on acquisitions they can make once and only once they have digested wipedrive. The question I have is do I replace the shares I sold in the upper 200's or see how far the general market malaise drags the shares down. We need to remember that eps in H1 was 2p so even after the decline they are still trading at a demanding PE. I do not see myself doing anything before the prelims come out. |
Posted at 20/1/2022 14:42 by kalai1 Blancco Technology Group plc posted a year-end trading update yesterday. The Group achieved strong growth in revenue in H1 FY22, above the board's expectations and has converted a number of new business opportunities during H1 FY22. Blancco continues to benefit from a strong pipeline, which has further strengthened during the period. The operational gearing inherent in the business have resulted in anticipated operating margins for H1 FY22 increasing significantly. As a result, adjusted operating profit, adjusted EBITDA and cash are all expected to be comfortably above the board's expectations. The balance sheet is healthy. Valuation looks a little rich with forward PE ratio at around 34, but this is actually mid-range for the Software & IT Services market. However, share price lacks momentum over the past year so there is no rush to buy here. But certainly an interesting share worth monitoring for now....from WealthOracleAM hxxps://wealthoracle |
Posted at 23/2/2021 12:43 by cerrito Good presentation yesterday on Investor meets Company.They were very clear not to expect a dividend in the next couple of years as they anticipate to use their cash for expansion both organic and inorganic…and we should prepare ourselves for an acquisition. If I had been more on the ball I would have explored the issue of the depth of management, although this format does not lend itself to such matters. More emphasis than I had expected on the loss of the major contract at the end of 2019 in the mobile division. Remember than in the 2018 AR they did say that one customer contributed more than 10% of revenue-ATT, They have not forecasted any revenues from AWS. I was struck by the bullish tone for H2 revenue growth. Where does this leave us? The Investors Champion point in 697 is well taken. The price is vulnerable to some profit taking by the likes of people like Forager who came in at 60p and will have some nice FX appreciation. It is good to see that the last change of shareholding RNS was early last October. I have slimmed down over the last year-too early as it transpires-and do not see myself buying or selling in the foreseeable future. |
Posted at 11/9/2020 14:53 by tjbird Was an article about amazon on scsw at weekend |
Posted at 28/7/2020 08:49 by brummy_git Here you go JohnDoehxxps://www.linkedin |
Posted at 22/7/2020 15:33 by brummy_git Posted this commentary on BLTG before this morning's bellhxxps://www.linkedin |
Posted at 28/4/2020 12:52 by cerrito Been looking to see what I should do with my decreased holding of BLTG with the price of 175/182.Big picture the increase in home working should be a modest plus for BLTG but no doubt that like others in their industry they have found that company’s decision making process has slowed. This no doubt applies to their plans to increase sales to the handset insurers and more generally in the Enterprise division. In hindsight they did two smart things last summer: do a fund raise so they can face these choppy conditions with a good balance sheet and also the Inhance deal which has very considerably reduced the need of customers in the Mobile Division to visit retail stores which in very many geographies will be closed. My gut tells me that the shares are correctly priced at the current time-if anything marginally oversold . Other perspectives welcome. |
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