Blancco Technology Share Discussion Threads

[bareknee] 21/2/2020 18:31

For info Bruumy git ( Paul Hill ) says "No, I have no conflict of interest." People can judge for themselves on that. A Paul Hill ( big coincidence there ) is an analyst at Equity Developments, who puts out analyst notes on Blancco, which you can see at HTTPS://www.blancco.com/investors/investor-centre/analyst-coverage-research/ All his own work ? Absolutely No conflict of interest ? Maybe, maybe not.

[brummy_git] 20/2/2020 17:30

Message received loud and clear ilovefrogs. I will just post on my twitter account nothing further here. Goodbye all

[ilovefrogs] 20/2/2020 17:10

Brummy - whilst your intentions are probably good, your posting history shows you bombarding the boards on this site with links to your twitter account. Not sure whether you're trying to market your business, but I also think it's a bit OTT.

[brummy_git] 20/2/2020 15:55

BTW Nickjoseph. As I mentioned in black & white on Tuesday, I have a fair value for Blancco of 190p vs today's price of 220p. How many rampers have you seen who do that?

[eagle eye] 20/2/2020 15:41

Brummy_git, I thought your post was informative. You won't please everyone, but thank you from me :-))

[brummy_git] 20/2/2020 15:37

No probs Nickjoseph. I won't post any more of my forecasts and/or cyber security multiples/KPIs on here any longer. BTW, I don't presently own any shares in BLTG and/or have a commercial relationship with the Blancco.

[cerrito] 20/2/2020 09:45

Given the strength of the presentation no surprise to me to see continued share price strength. Question is will others follow the example of Hambro and Forrager(who have triple bagged here) and sell down. Soros with their 20% and M&G with their 14.76% will be the ones to watch.I have long been nervous about M&G-perhaps irrationally so-as they abstained in AGM voting-not sure what they did in the last AGM as the RNS did not release the poll results. I sold down just under 10% of my holding yesterday and do not see myself buying or selling in the immediate future.

[nickjoseph] 19/2/2020 19:52

Brummie are you link to equity development. Been constantly ramping the same 5 stocks on twitter and now I see on here. Ok if you have useful new information but it's getting a bit OTT

[cerrito] 19/2/2020 09:52

I would strongly encourage those of you who have not heard the webcast to do so. Both of them were very clear in their explanation of key issues. Too bad that they did not tell us what their understanding is of current market expectations:normally they sidestep that by having an Equity Development note but we have not had one this time.I will contact them on this.

[brummy_git] 19/2/2020 09:24

Bareknee - No, I have no conflict of interest. These are totally my own independently generated views. And always will be.

[mfhmfh] 19/2/2020 09:18

new recent highs now

[bareknee] 18/2/2020 21:45

Brummy Git aka Paul Hill Shouldn't you be declaring a conflict of interest here ? After all, the firm's links that you post, point to PMH Capital, who has done work for, amongst others, Blancco as per HTTP://www.pmhcapital.com/Customers.html and, to quote from that page "improving trading volumes (ie liquidity) & rating," suggests that you're pushing the boundaries a bit. Now, I like Blannco, they're a good company, and I've used their products, but I'm pretty sure that you're sailing close to the wind here, so, unless you're totally sure that what you're doing on ADVFN is kosher, you might want to be a bit more circumspect in what you post and point out that they, along with some of the other companies you post about, are clients of yours ? BB

[ilovefrogs] 18/2/2020 10:47

Agreed - good numbers. I guess the issue for me would be valuation - looks to be on 4x sales 50x earnings this year. That's putting a lot of faith in execution over the next few years. That said, and despite the fact I'm out, I'm glad to see the price rise for long term holders who have weathered the storm in recent years. GLA.

[brummy_git] 18/2/2020 08:38

Excellent H1'20 results (see charts) from @BlanccoTech today, with LFL sales coming in +19% at £17.4m, beating my estimate of £16.4m. Thanks to a standout performance from Enterprise (+28% £6.0m), alongside strong growth at ITAD (+15%, £5.6m) & Mobile (+15%, £5.75m). Although I make no change to my FY20 forecasts, the valuation ticks up to 190p/share due to the better than expected top line momentum. Plus H2 appears significantly derisked, especially considering the tightening regulatory backdrop & ongoing strength in ITAD & mobile. https://twitter.com/CapitalPmh/status/1229682531747979264

[brummy_git] 18/2/2020 05:19

Cyber security valuation multiples, including Blancco can be found here: https://twitter.com/CapitalPmh/status/1229001353126719489

[ilovefrogs] 17/2/2020 12:55

Bit of weakness before the figs tomorrow. Hopefully not bad news leaking out early.......

[ilovefrogs] 31/1/2020 09:08

Astonishing recovery in the shares back to 2016 levels. I had written these off for dead, but never sold, and am very happy to see them back at break-even (for me). They may well continue to rise if figures are good, but this is one roller coaster I'm very happy to get off of here. Good luck to existing holders from here though - I genuinely hope you make further gains even though I won't be participating!

[garth] 31/1/2020 07:46

Cerrito, I am hoping that we will see a reversal in AEG this year after a terrible 18 months. If it turns, gains should be in multiples. Risky OMG - slowly climbing. I have put some a bit more long term cash in it recently. Not cheap - but throwing off cash. ALY - long shot, but I wonder if it might be a good recovery play. No debt. Risky. Not advice to buy any of those though. This one is doing alright on its own. G.

[cerrito] 30/1/2020 23:51

Very pleasantly surprised at this strength especially if M&G and Forager are lightening up. I am somewhat up yo lightening up but question is where do you reinvest.

[garth] 30/1/2020 07:40

Looks like I called this one wrong as stretched on multiple. Well done holders. G.

[mfhmfh] 29/1/2020 17:27

huge volume today

[cerrito] 21/1/2020 08:10

No idea why BLTG think they need two brokers but good that the new one is an established name rather than a bucket shop.

[cerrito] 16/1/2020 18:24

Good that the share price has been able to take in its stride the reduction by JO Hambro from 9.89pc to 4.78pc and the trimming by Forager(who have done very well here)