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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
  0.00 0.0% 261.00 252.00 270.00 261.00 261.00 261.00 5,500 07:37:52
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 33.4 -0.2 1.6 163.1 197

Blancco Technology Share Discussion Threads

Showing 601 to 624 of 725 messages
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
DateSubjectAuthorDiscuss
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
17:10
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
12:21
hxxps://www.equitydevelopment.co.uk/webinars/?d=%3D%3DQN4QjM
mfhmfh
02/10/2018
14:49
Thanks Cerrito
garth
02/10/2018
13:44
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
10:01
Peel Hunt reiterate BUY and 126p target
aishah
25/9/2018
09:18
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
08:54
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
25/9/2018
08:30
Equity Development 'valuation has been upgraded from 106p to 140p/share'.
mfhmfh
25/9/2018
08:24
Solid FY progress reported: revs £27.5m, adj EBITDA +18% and EPS 4.66p (2.83p). New CEO looking forward to realising the clear potential. New research note out with sharply higher fair value, freely accessible here: https://www.equitydevelopment.co.uk/edreader/?ltkn=12adb7b58db4583e6dddf5959595e585pdRClZWB&d=%3D%3DgN3QjM Only a couple of places left (out of 100) at the ED Forum tomorrow night, no access without registration.
edmonda
04/9/2018
20:08
I see that Equity Development have an Investors' evening on September 26 with three companies-two I have never heard of and BLTG, who announce their prelims the day before. Given that this will be the first outing of the new CEO and CFO I need to make every effort to be there,
cerrito
11/7/2018
08:18
another reassuring update from Blancco, despite currency headwinds; and well-regarded CFO joining group. Adjusted forecasts and valuation in new ED research note, freely available here: https://www.equitydevelopment.co.uk/edreader/?ltkn=9751304c2f37a1889e1eeb959feaf11ap8vz4Cgk&d=%3D%3DAN0QjM
edmonda
11/7/2018
07:33
Good to see better than expected AOP as well as net debt reduction and the logic of the FX rates accounts for revenue lower than expected. The replacement of Herrick very much expected and good that he is hanging around. I note the new man seems to have been out of the market for some time. I am comfortable with my holding and that the share price will get to the Peel Hunt target but it may take some time to do so.
cerrito
05/7/2018
12:00
Pell Hunt reiterates buy rating today with target price of 126p.
mfhmfh
14/6/2018
06:24
Thanks Cerrito. Lucky - cup and handle? Implying a move upward next from a technical perspective? G.
garth
13/6/2018
17:18
Seeing that Forager are continuing to add and knowing nothing of them I went to their website. From what I gathered they are looking for special situations and do not give the impression that they are looking to impose management changes or be activists. This is what they said on BLTG in a blog post of today quote Blancco Technology Group (LSE:BLTG) is an illiquid stock we’ll discuss at our coming roadshows and in a future quarterly report. The market set it a pretty short and simple list of demands in recent months—appoint a good new CEO to replace the one fired nine months ago and release some half-yearly results on time. It delivered. The stock is up 34% since mid-March. unquote
cerrito
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