Blancco Technology Share Discussion Threads

[nurdin] 11/2/2017 19:57

Thanks tournesol...guess I was looking at the wrong title.I understood it was an investors teach-in seminar rather than a capital markets event which to me has a different meaning.Anyway,if that is what they were presenting last week then all well and good.I will read the link with interest.

[tournesol] 11/2/2017 17:12

The new presentation is on the website at
www.blancco.com/investors/videos/capital-markets-event-2017/

This is a video stream of half a dozen speakers explaining Blancco to an audience of analysts/investment people. Unfortunately the slides that were used have not been included so you just get to see bits of them behind the talking heads.

However I cannot overstate how strong this presentation is. It's v v v impressive.

[nurdin] 11/2/2017 16:31

I guess no one has! The only item I can find on their web site is the teach-in presentation dated 2015! This is despite reassurance from the company that last presentation has now been uploaded to the website.

[nurdin] 09/2/2017 16:31

Still no sign of the teach in presentation...anyone found it yet?

[rivaldo] 09/2/2017 14:47

£1.5m of shares traded today - I think it's safe to say that the teach-in must have been pretty impressive :o))

Miked500, who wrote that tweet - it wasn't BLTG themselves presumably?!

[nurdin] 09/2/2017 14:31

In the internet of things universe,we now have interactive talking dolls ! But there are concerns about breach of privacy and security.I am sure BLTG have a role to play somewhere there!

[davr0s] 09/2/2017 13:54

Gonna pop IMO. 100k buy at full price and l2 weakening

[nurdin] 09/2/2017 13:32

Looking forward to reading that.No sign of it on the website so far though, as far as I can see.

Anyway, whatever they are saying there it seems to be having a positive effect on the sp!

[rivaldo] 09/2/2017 08:16

Good to see BLTG spreading the word....hopefully this will attract more interest over the coming weeks:



"INVESTOR TEACH-IN

Blancco Technology Group Plc (AIM: BLTG, "Blancco"), a leading global provider of mobile device diagnostics and secure data erasure solutions, is today hosting an investor teach-in for analysts and investors in London.

No new material information or update on trading will be provided.

A copy of the presentation will be available to download from the Blancco Website at www.blancco.com/investors/investor-center later today."

[rivaldo] 02/2/2017 10:04

New report from BLTG's CTO Richard Stiennon on the limitations of data encryption and the likelihood of data breaches:



"Conclusion

The problem with disposal of data on disk is not new. In many ways this report by Blancco just reiterates what has been a problem for decades. The only real way to ensure complete disk destruction is to chop it up with an angle grinder. For the absolutely paranoid the pieces of platter can be put into an acid bath to complete erase them. Given current Health and Safety rules in the workplace this isn’t going to happen anytime soon or ever.

The key message here from Stiennon is that enterprises must have effective disk disposal and destruction processes. There is nothing to prevent the use of ITAD vendors but only if they meet strict standards. Even then there is a need to verify and prove that they are adhering to those standards.

There is a bigger issue here. Stiennon is talking about the corporate market but the rise of Bring Your Own Device (BYOD) opens up a wider threat. End users upgrade their hard disks and then throw the old ones away. Even if they hand them to their local computer recycling plant there is no evidence they will be properly wiped. With many of those disks containing corporate data, breaches are happening that are outside of the IT departments control. This cuts no ice with the regulator.

Stiennon and the report avoided saying it but it’s time for companies to offer a disk recycling service to their own staff."

[tournesol] 01/2/2017 12:39

I should add that having originally bought in at 220p I've been buying more this morning. I have adopted a standard maximum size for all my holdings of 2.5% of my portfolio. But in Blancco's case I've over-ridden this and gone up to 5%. It's a long way from the days when I had 60% in a single stock (remember Dana?) but it's still a vote of confidence on my part.

[tournesol] 01/2/2017 12:36

I asked the CFO why Blancco had not got a kiosk at the Forum. As I remember it he said they had not been able to do so because of time and resource constraints.

If I'm interpeting that correctly it's a good thing. The staff are too busy with clients and prospects to tout themselves around small investors.

Attaboy.

[varies] 01/2/2017 12:25

I too went to the Forum yesterday but could not attend the morning session and so missed the Blancco presentation.
Most of the companies presenting and some others had kiosks in the hall where one could pick up company reports etc but Blancco seemed not to. If the object in taking part was to attract notice from potential investors, then it would have been sensible to make such papers available.
I have some shares bought at about 200p.

[robow] 01/2/2017 07:53

You are right tournesol. I thought he did an excellent job and is a very engaging speaker. Also highlighted how much the business has changed for the better.

[pj 1] 31/1/2017 20:12

I guess it begs the question why a 'technical man' didn't help in the Presentation. Hardly rocket science is it. I take it the Presentation was far from impressive ?

[nfs] 31/1/2017 19:56

Thanks tournesol, that would be very helpful

[tournesol] 31/1/2017 18:33

I attended a presentation by Blancco to investors today at the Growth & Innovation Forum organised by Shares & Cenkos at the Business Design Centre Islington.

I attended specifically to attend this presentation because I'm interested in the potential of this co. I have a small holding at present and want to assess the case for increasing my stake.

Presentation was given by the CFO who did his best but is not a technical man and has been at Blancco only a few months. So to really understand the business it 's going to be necessary to dig deeper.

I'd expect the presentation material to be available on the Blancco website and that's the place to start.

If I get time I'll write up what I find.

[rivaldo] 31/1/2017 10:19

Peel Hunt reiterate their Buy and 340p target:



And Panmure Gordon reiterate their Buy and 326p target:



Tips on cybersecurity from BLTG:

[nurdin] 25/1/2017 15:17

This market is not afraid to give ratings of 50-60x for some high growth quality stocks..just look at G4M ! Maybe,just maybe, we might get similiar rating here down the road :o)

[rivaldo] 25/1/2017 12:28

Clear and clever strategy imho - dispose of the low margin, declining and labour-intensive repair business for a terrific price, and specialise in software and IP-heavy, high margin data erasure and diagnostics (NOT repairs), which meshes with the data erasure side and which can both be carried out in one package.

[strange1] 25/1/2017 11:47

This feels like a confused strategic story..........they dispose of the repairs business and set their stall out as a company providing technology to help protect privacy and now they are back at the diagnostic and repair end.

[rivaldo] 25/1/2017 11:22

Peel Hunt say Buy and have a 340p target:



And Panmure Gordon also say Buy with a 326p target:



Davebowler, ED have only just lifted their target price to 275p (from 255p) - your link is 10 months old and completely out of date. Probably best to remove /edit your post. Here's the current report: