Blue Prism Share Discussion Threads

[reb_ban] 12/6/2021 13:25

Its seems our delightful but dirty Pa_ki_Stani inbred is back with all his multiple aliases, oops!

[steve_hopson] 12/6/2021 13:14

FILTHY REBEL HAS BREN DESTROYED BY THE MASTER KING 👏 👏 👏

[reb_ban] 12/6/2021 12:36

Prsm is slowly but surely progressing with reinvesting into its business...But UI Path is far ahead, partly due to the deep pockets of its backers, of those already established corporate big players trying their hand at the RPA space in the US!

[dannyboylife] 10/6/2021 21:37

Yes, I've been stuck on s/w cost for some time because whether it's free or chargeable, they have all become commoditized around their price and capabilities. And now with many other bigger players having established themselves firmly in the RPA space as an option (for free/bundled) and with the backing of even more powerful capabilities with greater investment. If you think this type of "free" or "bundled" means "cheap", then you are the one exposing the biggest lack of understanding.

[chaphillnc] 10/6/2021 19:46

Unfortunately Danny is still stuck on s/w cost, further exposing his lack of understanding (still) of RPA. Desktop automation (RDA) is the COVID of organizations and UiPath is the pusher. It's a false sense of "cheap" or "free" that ultimately will cause major harm and expense when they realize it will cost 50x to get rid of it.

[reb_ban] 10/6/2021 15:59

Was buddy but its due to that overiding inflationary threat which is posing a serious issue to all growth stocks...And the excessive valuations in the US are not helping matters either...

[mcmather] 10/6/2021 15:34

Uipath up 5.55% at present...

[reb_ban] 10/6/2021 14:55

Looky here, we have our delightful Pa_ki_Stani friend but isn't it time for your extended family of inbreds to exploit the system, oops!

[reb_ban] 10/6/2021 13:12

No Danny...Those US conglomerates have huge RPA budgets which are providing the impetus for PATHs continued explosive growth and its bizarre why you would believe a fast developing company would be in 'Direct' competition with a long-established one like Microsoft...But I'll say again the only difference with Prsm is a lack of human intervention in their RPA process... Market is not saturated, it is gathering traction in earnest but we are in the midst of rotational investing and a re-evaluation of technology indices but where do you think those 'Lofty Heights' will be seen once again!...Buy when others are not looking buddy!

[dannyboylife] 09/6/2021 21:05

Yep. Short. The same fortune 100 companies have bits of everything but no one building a growing strategy any more on any one RPA vendor. In fact 85% of UIpath 9000 customers have / spend on less than 20 bots. After so many years that tells you that A. This is NOT PRSM space, B. This is head to head with MS power automate desktop (RPA+) for a fraction of the cost and C. The market has become saturated. Trust me, talk to the C suite, this is not even on their radar.

[reb_ban] 09/6/2021 15:21

Danny, please read UIPaths RNS from last night...The top 100 fortune companies in the US are utilising their products and services with annual RPA budgets in excess of millions and the demand is continuing exponentially but if you believe its being achieved 'In-house' then surely those Fortune companies would have been well inclined... In addition, the US is 3-5 years ahead of here but with such enthusiastic support for RPA, where do you think this is heading regardless of the competitive nature of the market... By the way buddy, are you short?

[dannyboylife] 09/6/2021 14:30

This is really all about competition and general automation license pricing. More and more RPA vendors have fewer and fewer competitive edges as they try to move into the broader automation space many others play in (and give away). Good quality RPA. Even SAP are offering their customers RPA (for free) and making it more tightly coupled with their own systems (where much RPA thrived). But better yet, many others (SFDC, MS Office/Dynamics, SAP, Oracle) are enhancing these existing applications into a digital mantra so there is less and less need for RPA, or where there is need for automation, it is built in. Sure, there will always be a need for RPA but larger investments are being made to automate / digitize centrally rather than on the outside. Speak to the CTO's and CIO's who are well ahead of many on this board. I do!

[justing550] 09/6/2021 14:05

People talk about the markets being crazy but they’re not. We are all ‘in’ for different reasons. I bought into PRSM because I believe in the sector and expect a healthy return over 5-10 years. Markets over reacting to earnings or jumping on bandwagons is just because they have different goals. Remember what your goals are and don’t lose your head.

[mcmather] 09/6/2021 13:10

That is still >5% up on a month ago. PRSM >5% up on a month ago would be circa £11.50…

[reb_ban] 09/6/2021 12:59

I think we can safely assume that the US is Du_mb!...UI Path have invested for exponential growth as we're seeing and which cannot be achieved without spending a significant sum...12% demise pre-market, absolutely crazy!

[dg1966] 09/6/2021 11:36

And the coming ' up-date ' will tell us what exactly ? " we're investing our debts further into so really cool stuff '. Sounds like a Tech -ank ' to me LOL , need to hear about US listing and some new marquee sales

[reb_ban] 09/6/2021 00:15

I get that MC but its the US where everything is exorbitantly valued... However, the more I delve into PATHs interim results, I just can't fathom how the market has reacted after hours as not only did PATH surpass expectations so emphatically but they're clearly demonstrating and anticpating explosive growth and demand is definitely not waning...So I don't accept that those results were expected by the market... Will it be detrimental to Prsm today, I'm not so sure and we may even see some decent positive momentum here!

[mcmather] 08/6/2021 23:24

Revenue 3X that of PRSM but m'cap 32X that?

[reb_ban] 08/6/2021 21:30

Not great results with PATH considering its exorbitant forward valuations, further weakness with PRSM looks likely...