Blancco Technology Share Discussion Threads

[sphere25] 04/11/2020 13:40

Questor sure have some clout. The buying today has been very significant with an almost continual stream. Currently have buys at 190 being printed as sells with the bid-offer at 190-192. On a different day this one rallies 10-20% on a fraction of the 607k volume currently showing. Clearly a seller in size here (M&G have been the main seller moving down from 13.93% in early March to 4.64% in mid June) as this amount of buying or the increasing stake that Inclusive Capital Partners have been building hasn't been enough to shift the price higher. Carries a premium rating this, but always has been expensive. CEO lobbing too recently. Possibly a quick trade if it looks like M&G clearing but it looks like it is going to take alot more buying! Noted a few of these streams of buys of late. Distinguishing the real sustainable moves from the social media ramps isn't always straightforward. Not on social media, but seen alsorts on there. One with a near 100% accuracy on index trading quoting something like 498 profitable trades out of 501. Erm....yes ok. Absolutely believable ;-) Folk still lap it up. If you can hit 70% of your share trades (let alone indices) over a decade, that is close to perfection imo.

[cerrito] 08/10/2020 17:18

I had never heard of Inclusive Capital Partners who have suddenly emerged as a 10pc holder. Hardly surprising as it was only founded in June this year. The following is its mission quote It is the next iteration of my investing career — scaling another untested strategy – that working with management teams and boards with the courage to lead on solutions to climate change and social inequity can generate massive shareholder value." unquote More info on hxxps://www.prnewswire.com/news-releases/valueact-capital-founder-jeff-ubben-to-retire-to-launch-inclusive-capital-partners-301082555.html I listened live to the Tuesday presentation and want to listen to it again as Matt-correctly-went along at speed. I do not see myself buying more at these prices and repeated congrats to those who sold out at 245 in the short lived spike a few weeks back.

[mfhmfh] 07/10/2020 14:18

big volume today

[energeticbacker] 30/9/2020 09:10

Blannco's valuation looks quite full for a business delivering relatively modest operating margins. The absence of founder involvement and modest management shareholdings is also a negative to us, although in fairness this business has changed a lot over the years. More on the Investor's Champion website.

[tjbird] 11/9/2020 14:53

Was an article about amazon on scsw at weekend htTps://www.scsw.co.uk/searchresults.php?textfield=bltg&ftype=

[cerrito] 11/9/2020 08:31

matt123d I was asleep on the wheel but if you got 245+ you did well

[matt123d] 11/9/2020 07:51

An illiquid stock like this, yes. Market makers won't let people buy stock from them they haven't got as they end up short. They push the price higher and buy them back as they drop price back down until their book is flat again.

[johndoe23] 11/9/2020 07:40

Would a tip send this up 25%?

[matt123d] 11/9/2020 07:29

Probably a tip somewhere. Taken the opportunity to sell into it, wasn't easy.

[brummy_git] 28/7/2020 08:49

Here you go JohnDoe hxxps://www.linkedin.com/posts/paul-hill-a5994116_bltg-covid19-bltg-activity-6691597794777604096-CW9z

[johndoe23] 27/7/2020 20:44

Anyone have forecast EPS for this year and next please?

[mfhmfh] 22/7/2020 16:03

Peel Hunt today reiterates buy rating with 308p target price.

[brummy_git] 22/7/2020 15:33

Posted this commentary on BLTG before this morning's bell hxxps://www.linkedin.com/posts/paul-hill-a5994116_bltg-covid19-bltg-activity-6691597794777604096-CW9z

[mfhmfh] 22/7/2020 07:58

steady progress IMHO.

[cerrito] 22/7/2020 06:58

A very professional update. Great that they put a figure for their understanding of market expectations. Let us hope that the situation will have be such just before Christmas that we can have a normal AGM but I rather doubt it.

[mfhmfh] 02/6/2020 11:20

Aon revenue $10 billion in 2017 according to Wikipedia.

[cerrito] 26/5/2020 17:26

I am pleased to see a further reduction in M&G holding to 8.87% down from 15.16% last September.

[johndoe23] 07/5/2020 14:04

Hopefully you held!!

[cerrito] 28/4/2020 12:52

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.

[cerrito] 08/4/2020 20:36

No real surprise to me that M&G have taken advantage of the strong s price of the last few days to reduce their holding. Given that historically they have abstained from voting at the AGM, for me it is healthy that they are reducing. .

[mfhmfh] 10/3/2020 19:27

Peel Hunt today reiterates buy rating and raises target price to 308p (from previous 173p).

[garth] 06/3/2020 09:55

Held onto gains really well. G.

[mfhmfh] 05/3/2020 22:22

hxxps://telecoms.com/502849/5g-set-to-reset-the-smartphone-refresh-cycle/

[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.