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Share Name Share Symbol Market Type Share ISIN Share Description
Blancco Technology Group Plc LSE:BLTG London Ordinary Share GB00B06GNN57 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.00 -0.58% 171.50 168.00 175.00 172.50 170.00 172.50 117,521 11:00:26
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 33.4 -0.2 1.6 107.2 130

Blancco Technology Share Discussion Threads

Showing 601 to 623 of 725 messages
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
DateSubjectAuthorDiscuss
01/5/2019
09:18
Agreed - I've let some go at 145p this morning. If it keeps going, then fine, I still have some, but if it sees some profit taking beck to 120, I'll buy them back.
ilovefrogs
01/5/2019
08:58
Trading at around 35x 2020 eps estimates now?

Attractive growth story, but isn't the valuation already tight?

G.

garth
01/5/2019
07:35
Positive update that trading was ahead of expectations plus it had won a $1.2m contract extension from a Fortune 500 client.

New Equity Development research note and increased fair value published, free access here:

https://www.equitydevelopment.co.uk/edreader/?ltkn=%5bID%5d&d=%3D%3DwM3UjM

edmonda
01/5/2019
07:03
Looking good this morning following trading positive statement.
weatherman
05/4/2019
09:33
Rob Woodward purchase
mfhmfh
14/3/2019
20:36
Going nowhere.
sefton1
11/3/2019
11:57
You can see the CFO of Blancco being interviewed in full(23 mins) after the recent interim results here: https://www.youtube.com/watch?v=5wJkKS-nnSM
edmonda
04/3/2019
07:41
Thank you Cerrito for taking the time to post that. I too was cheered by the results - it is good have the detail with the additional questions raised.

G.

garth
02/3/2019
20:09
A rather delayed commentary on the HI results.
I need to say that when the results came out, I thought they read well and I was surprised that the share price did not go up more .
I have just had a more detailed look ; the figures while in no way bad on close inspection do not read as well.
They correctly comment on the increase in sales compared to last year's H1. However if you go to the KPI section and see the figures adjusted for IFRS15 and 9, you will see that revenue was flat at £14.6m between this last half and the previous one of Jan/June 2018.
Sales in Asia/ROW fell from £4.2m to £3.7m and of data centre/erasure from £5 m to £4.7m.
Profitability was also weaker with last year's H2 operating profit pre adjustments falling from £0.7m to £0.6m in the half year just finished.
I appreciate that the profitability had been impacted by the 11pc increase in employees since June last year-including some senior hires.
We are told that the cost base will increase in this current half.
They comment on the reduction in debt at balance sheet date and indeed to reduce net debt from £3.4m to £2.3m in calendar 2018 is good; that said this reduction is not reflected in finance costs which at £364k in this last half were essentially the same as they had been on the previous two Half's.

There is good news: yes we have an exceptional once again but at least it is a credit from a release of a provision; they come on strong about the future and,as anticipated, they saved cash by settling the Tabernus contingent consideration in shares but it would have been good if they had specified what market expectations are. Digital Look has £30m for this FY-the same forecast as it has been for the last 6 months and for £34 next year. They have this FY’s eps as 2,77p-in the last six months it has oscillated between 2.74 to 3.36p and next year at 4.13p
I have also been through the Equity Development report.
I see that they have a revenue target of £30m and adjusted EBITDA of £2.7m. This gives an H2 revenue of £15.4m and an adjusted EBITDA loss of £0.3 m given that they give the H1 ebitda profit of £3m. They ED do not specify why there will be this loss in H2.
They argue that that it is undervalued compared to cyber security peers; I do not place all that much importance in that comparison as all these companies are so different.
They discuss consolidation in the industry; always possible that a bid would come in but would not put any weight on it.I was somewhat surprised that there was no bid when the shares were half their current value.
PS
I see that yesterday Friday and Wednesday were busy trading days by BLTG standards with 1% of shares traded.
PPS
Alternative views welcome

cerrito
19/2/2019
08:18
strong H1 results: revs +19%, adj EBITDA +71% and EBITDA margins jumped to 11.3%. Board is 'confident in the long-term opportunity.'

Updated Equity Development research note now out with fair value raised and well above current levels, freely accessible here:
https://www.equitydevelopment.co.uk/edreader/?ltkn=abff65abf2bd55ab61683c13e6472e0bwxgXyJOI&d=%3D%3DAN0UjM

edmonda
19/2/2019
07:44
Good report this morning.
weatherman
02/1/2019
16:35
There is a detailed report on Blancco Technology's recent AGM which can be found in our members area here: hTTps://www.sharesoc.org/members-area/

To access the report, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here: hTTps://www.sharesoc.org/membership/

Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the report (and reports on 100s of other meetings). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here: hTTps://www.sharesoc.org/contact-us/

sharesoc
11/12/2018
18:49
JO Hambro's slight reduction triggered a write up on BLTG in yesterday#s London Evening Standard;the tone of the article was neutral and factual.
cerrito
13/11/2018
14:43
cf456

Thanks for that. Nice to have something to smile about.

tournesol
13/11/2018
12:56
The chart looks good here.

A breakout and there's no real resistance above for miles.

The 2 directors buying the other day a sign of confidence too.

cf456
09/11/2018
13:47
CEO and CFO share purchases yesterday.
aishah
03/10/2018
16:10
Hi Cerrito, agree that it was a shame they both had to leave for personal reasons on the the night, but the talk was very positive. The ED research may help you rather more if you want a view of the future, rather than the past.

For those unable to attend the Forum last week the new Exec team gave a barnstorming performance (shares + 12% in the week since) you can hear it here:

https://www.youtube.com/watch?v=AxAoXu4tb78 with slides

edmonda
03/10/2018
11:21
hxxps://www.equitydevelopment.co.uk/webinars/?d=%3D%3DQN4QjM
mfhmfh
02/10/2018
13:49
Thanks Cerrito
garth
02/10/2018
12:44
I made it to the Equity Development presentation last Wednesday. I thought the new CEO Matt Jones came across well both in his presentation and the way he answered the questions. The new CFO Adam Moloney was also there but did not speak much and I was unable to get much of an impression. Too bad that the good corporate presentation which they have been giving to their institutional investors and which they spoke to is not on their website or indeed ED’s. Too bad-but for me understandable-that they did not hang around afterwards as I was hoping to speak to them. Also too bad that their presentation was not video’d.
Big picture is I feel comfortable both with management and the figures; about to read the Edison report.
Pleasantly surprised at last Friday’s share price rise which I see is being reversed a bit today and depending on how much it slips may buy more.
Plan to dissect the numbers in the AR when it comes out.

cerrito
25/9/2018
09:01
Peel Hunt reiterate BUY and 126p target
aishah
25/9/2018
08:18
this seems to me one of those companies that's turning itself around and a lot of potential upside to come in the share price All IMHO. GLA.
mfhmfh
25/9/2018
07:54
I used to be a holder here but I sold my shares @235p in April 2016 and exited altogether. This was due to the previous Chairman & CFO having sold virtually all of their shares into the 240p fund raising in 2016 and then subsequently departing. However the new management and restructuring here - and the innate potential in the technology which originally attracted me - has addressed most of the prior problems so I have dipped a very modest toe back in this morning.
masurenguy
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