Blancco Technology Share Discussion Threads

[mfhmfh] 02/6/2020 11:20

Aon revenue $10 billion in 2017 according to Wikipedia.

[cerrito] 26/5/2020 17:26

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 14:04

Hopefully you held!!

[cerrito] 28/4/2020 12:52

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 20:36

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



All his own work ? Absolutely
No conflict of interest ? Maybe, maybe not.

[brummy_git] 20/2/2020 17:30

Message received loud and clear ilovefrogs. I will just post on my twitter account nothing further here. Goodbye all

[ilovefrogs] 20/2/2020 17:10

Brummy - whilst your intentions are probably good, your posting history shows you bombarding the boards on this site with links to your twitter account. Not sure whether you're trying to market your business, but I also think it's a bit OTT.

[brummy_git] 20/2/2020 15:55

BTW Nickjoseph.

As I mentioned in black & white on Tuesday, I have a fair value for Blancco of 190p vs today's price of 220p. How many rampers have you seen who do that?

[eagle eye] 20/2/2020 15:41

Brummy_git,
I thought your post was informative.
You won't please everyone, but thank you from me :-))

[brummy_git] 20/2/2020 15:37

No probs Nickjoseph. I won't post any more of my forecasts and/or cyber security multiples/KPIs on here any longer.

BTW, I don't presently own any shares in BLTG and/or have a commercial relationship with the Blancco.

[cerrito] 20/2/2020 09:45

Given the strength of the presentation no surprise to me to see continued share price strength.
Question is will others follow the example of Hambro and Forrager(who have triple bagged here) and sell down.
Soros with their 20% and M&G with their 14.76% will be the ones to watch.I have long been nervous about M&G-perhaps irrationally so-as they abstained in AGM voting-not sure what they did in the last AGM as the RNS did not release the poll results.
I sold down just under 10% of my holding yesterday and do not see myself buying or selling in the immediate future.

[nickjoseph] 19/2/2020 19:52

Brummie are you link to equity development. Been constantly ramping the same 5 stocks on twitter and now I see on here. Ok if you have useful new information but it's getting a bit OTT

[cerrito] 19/2/2020 09:52

I would strongly encourage those of you who have not heard the webcast to do so.
Both of them were very clear in their explanation of key issues.
Too bad that they did not tell us what their understanding is of current market expectations:normally they sidestep that by having an Equity Development note but we have not had one this time.I will contact them on this.

[brummy_git] 19/2/2020 09:24

Bareknee - No, I have no conflict of interest. These are totally my own independently generated views. And always will be.

[mfhmfh] 19/2/2020 09:18

new recent highs now

[bareknee] 18/2/2020 21:45

Brummy Git aka Paul Hill

Shouldn't you be declaring a conflict of interest here ?

After all, the firm's links that you post, point to PMH Capital, who has done work for, amongst others, Blancco as per



and, to quote from that page "improving trading volumes (ie liquidity) & rating," suggests that you're pushing the boundaries a bit.

Now, I like Blannco, they're a good company, and I've used their products, but I'm pretty sure that you're sailing close to the wind here, so, unless you're totally sure that what you're doing on ADVFN is kosher, you might want to be a bit more circumspect in what you post and point out that they, along with some of the other companies you post about, are clients of yours ?

BB

[ilovefrogs] 18/2/2020 10:47

Agreed - good numbers. I guess the issue for me would be valuation - looks to be on 4x sales 50x earnings this year. That's putting a lot of faith in execution over the next few years. That said, and despite the fact I'm out, I'm glad to see the price rise for long term holders who have weathered the storm in recent years. GLA.

[brummy_git] 18/2/2020 08:38

Excellent H1'20 results (see charts) from @BlanccoTech today, with LFL sales coming in +19% at £17.4m, beating my estimate of £16.4m. Thanks to a standout performance from Enterprise (+28% £6.0m), alongside strong growth at ITAD (+15%, £5.6m) & Mobile (+15%, £5.75m).

Although I make no change to my FY20 forecasts, the valuation ticks up to 190p/share due to the better than expected top line momentum. Plus H2 appears significantly derisked, especially considering the tightening regulatory backdrop & ongoing strength in ITAD & mobile.

[brummy_git] 18/2/2020 05:19

Cyber security valuation multiples, including Blancco can be found here: