Blancco Technology Share Discussion Threads

[cerrito] 08/10/2020 18:18

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 15:18

big volume today

[energeticbacker] 30/9/2020 10:10

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 15:53

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

[cerrito] 11/9/2020 09:31

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

[matt123d] 11/9/2020 08:51

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 08:40

Would a tip send this up 25%?

[matt123d] 11/9/2020 08:29

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

[brummy_git] 28/7/2020 09:49

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

[johndoe23] 27/7/2020 21:44

Anyone have forecast EPS for this year and next please?

[mfhmfh] 22/7/2020 17:03

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

[brummy_git] 22/7/2020 16:33

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 08:58

steady progress IMHO.

[cerrito] 22/7/2020 07:58

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 12:20

Aon revenue $10 billion in 2017 according to Wikipedia.

[cerrito] 26/5/2020 18:26

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 15:04

Hopefully you held!!

[cerrito] 28/4/2020 13:52

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 21:36

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.