Blancco Technology Share Discussion Threads

[charlie9038] 10/4/2021 13:33

No more news to keep the rise up!

[charlie9038] 16/3/2021 17:35

nice rise today

[cerrito] 09/3/2021 14:13

Good that the price has survived Forager slimming down their holding

[skinny] 09/3/2021 13:51

Wrong thread apologies.

[cerrito] 23/2/2021 12:43

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.

[energeticbacker] 17/2/2021 09:50

Investor's Champion comments: Blannco trades at a mighty 54x consensus forecast earnings for the financial year ending June 2021, which seems quite a full rating for a business where revenue at the Group level is only growing at high single digit percentages.

[cerrito] 16/2/2021 08:53

Given the recent increase in the sp, I am not surprised that there was a small retrace with these very solid and reassuring interims.

[matt123d] 01/2/2021 18:50

Looking good here.

[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 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.