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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
  -4.00 -1.6% 246.00 242.00 250.00 250.00 246.00 250.00 3,934 11:15:55
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 33.4 -0.2 1.6 153.8 186

Blancco Technology Share Discussion Threads

Showing 126 to 148 of 725 messages
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DateSubjectAuthorDiscuss
09/5/2016
12:30
Here is the reply I got from SCSW to my query about the CFOs share disposal: Dear.... Thank you for your email. We weren't aware that the FD was selling almost all his holding in the tender although they had flagged that they would tender all or part of their holdings in the tender document. His shares were acquired as part of a long term management incentive plan so we assume he has much of his net worth in the shares and so decided to diversify and presumably will be replenishing the coffers with further receipt of similar incentive shares in due course. We're awaiting further changes to broker forecasts following the significantly reduced number of shares in issue. Nothing has changed, stickiness of revenue and legislative drivers remain intact. I hope this helps. edit: posted with their permission.
nurdin
09/5/2016
12:08
Lets hope we can find out how many £millions it cost to arrange this (currently non-existent) return of cash to shareholders. The Risk currently is that the BoD do not actually have other shareholders as a priority. Guesses? £1m? £2m?
pj 1
09/5/2016
11:49
The results to the end of June will of course include the results of the old repair business which will detract from the performance of the software division.So not expecting much. The 2017 results, which will be pure Blancco, however are forecast to show doubling of earnings to 11p on brokers last estimates.
nurdin
09/5/2016
09:55
Give the CFO a break - he's been there 4 years. He had c.£1m invested wish you saw that commitment more often - he's allowed to take a gain! Maybe he's getting divorced or buying a house?! He flagged in the circular he might sell. If he or the board thought there was something wrong or they were going to miss year end (6 weeks away) numbers they would have had to warn on the year end - especially as sellers. A bit of thought and you could as easily and perhaps more sensibly view the CFO's sale as an all clear?!!
mccawber
09/5/2016
09:38
Give the CFO a break - he's been there 4 years. He had c.£1m invested wish you saw that commitment more often - he's allowed to take a gain! Maybe he's getting divorced or buying a house?! He flagged in the circular he might sell. If he or the board thought there was something wrong or they were going to miss year end (6 weeks away) numbers they would have had to warn on the year end - especially as sellers. A bit of thought and you could as easily and perhaps more sensibly view the CFO's sale as an all clear?!!
mccawber
09/5/2016
09:10
Just to keep things simple I'll agree with Aishah ;-) Waiting for some clarity before establishing a target re-entry price.
al101uk
09/5/2016
09:05
"this is absolutely maddening- the variety of views here does not help" You should chill out. The variety of views expressed here is exactly fulfilling the purpose of a share forum - different people have different perspectives, which is what makes a market! If you hold this stock in an ISA then I think that you would be better off taking a long term view - prospects are good - rather than reacting short term - current valuation is uncertain - and selling stock now at a loss.
masurenguy
09/5/2016
08:45
this is absolutely maddening- the variety of views here does not help but this continues to fall so i have sold a portion simply because i am down on the one in my isa- not happy at all especially in view of scsw recommending it without commenting on the fco debacle- this people tenderign including the directors are supposed to buy back their shares but no one knows if this is happening and in what way does it alter the situation?
ali47fish
09/5/2016
08:06
I tendered some of mine in the end, but will be buying those shares back soon if these prices prevail as prospects are so bright. I don't mind Hanover/MP's exit as it's understandable given their strategy. The FD's actions are much less forgiveable. Perhaps he hasn't disposed of substantial shares before, in which case I suppose since he's been there a while perhaps that would be a mitigating factor. He does have an incentive package too. Anyway, I can see BLTG attracting considerable interest given its potential and global leadership position.
rivaldo
09/5/2016
08:03
I will await developments before re-entering. Also view the director sales as a negative here. dyor
aishah
09/5/2016
07:18
Well, I ain't the sharpest tool in the box sometimes, but for the life of me I am still trying to work out how £50m has been returned to shareholders? ''white man speak with forked tongue'' springs to mind, hence I agree fully with Masurenguy's comments above Masurenguy 8 May'16 - 07:36 - 117 of 121
pj 1
09/5/2016
07:13
Jog Dhody...the CFO
nurdin
09/5/2016
07:11
what's jog nur
ali47fish
08/5/2016
20:23
I think the FD is moving on to greener pastures ..thats the only explanation I can think of for his action. Aishah ..perhaps they were waiting for the results of the tender offer? Anyway,I do like their amazing margins and the evolving prospects.This is what SCSW said in their main coverage in the previous issue: ''At the time, there was considerable applause by the investment community that Regenersis had picked up a quality business at only 14x earnings. Not only were the revenues “sticky” but software gross margins were 94% and ebitda margins a mouthwatering 38%. The business has also grown its sales from £3.5m in 2008 to £19.7m in 2015, a compound growth rate of 25.8%.'' There is no doubt in my mind that the business is gaining traction and is poised for stellar growth in the near term.Needless to say,I will be adding if the price goes down further..Jog or no Jog!!
nurdin
08/5/2016
08:47
if the share price falls on minday that will have been the 3d day of fall?
ali47fish
08/5/2016
06:36
Perhaps it's because it is very difficult to value the restructured business following the disposal and the subsequent tender process. I still like the long term potential here but I exited at 235p some two and a half weeks ago for that specific reason. I'm still watching from the sidelines for a re-entry point but I would like a bit more insight into future forecasts before stepping back in. I don't see the CFO share disposal as being a positive move at this point in time and it is possible that the we could see a further decline in the shareprice before it settles down again.
masurenguy
07/5/2016
23:59
Strange that SCSW have not put Blancco in their portfolio despite all the positive noises. Dyor
aishah
07/5/2016
22:49
New CEO's want their own CFO's. The CFO was Hanover's guy. Not so strange. Change of guard.
mccawber
07/5/2016
13:56
Yes Hanovers disposal is quite understandable. Its the CFOs action which is puzzling!
nurdin
07/5/2016
13:19
I suspect Hannover wants to move on. They tend to buy into underperforming companies and turn them around. A fast growing software company is not really their thing.
wjccghcc
07/5/2016
12:35
But do remember that the companys prospects haven't changed (as far as we can tell),brokers haven't cut back forecasts( in fact they have upped their estimates)..so don't rush to sell !
nurdin
07/5/2016
10:12
SCSW quite positive about the share price...''going miles higher on anticipated newsflow'' they say.But the issue was published before the results of the tender auction were known, not that the results were unfavourable.It will be interesting to see what they have to say about the Directors disposals.
nurdin
07/5/2016
06:38
The Dutch auction created uncertainty & in my view gave director's the chance to exit at a half decent price. Many scenario ' s flying around but one thing is for sure, all these aim companies are run by directors for directors .My view is that directors wanted to exit so they could cash in their chips. Unfortunately we shareholders are left in limbo whilst directors can buy back in if share price falls significantly or enter via the usual share option grants. All a bit murky & I guess only time will tell.
cocker
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