|Blue Prism Group
||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Blue Prism Share Discussion Threads
Showing 1101 to 1123 of 1125 messages
|Thanks for the history to this share, Buffeter.
I was not aware of all that.|
|[Given a mention on The Motley Fool recently]:
2 soaring growth stocks with unbeatable momentum
By The Motley Fool 25 Apr 2017
|If you're getting in here John I don't think there's anything scheduled for a while so share price may drift but the co does issue TUs quite often if it has a significant number more customers added. And as with most stocks, on a quiet day spreads & prices are often lowest at lunchtime! GL!|
|thnx guys much appreciated. just ferreting around 'toplists'. Otherwise am in ISAT and OTB, both with interims coming up, both on steady growth. But PRSM looks interesting. :)|
|ok, I see, tks runthejoules.|
|Andrbea - that's an article about robotics, rather than these programs, which are not really 'robots' at all. Re: 580 prediction, well, it's rebounded from 510 to 395 and back, over 1/5th before. I could see it falling from 700 to 580 and that's about a fifth too. Just think how many councils there are across the UK that, after a Tory victory in June and further cuts, are going to have to sack - I mean redeploy - their back-room admin. So much potential expansion here just domestically.|
|ref: single analyst
maybe he didn't consider global growth
eg the market in China
China to upgrade robotics industry in next few years
|The FT/Markets website has a single analyst who expects this to drop to 580 in the next 12 months... I was just wondering what could be the basis behind this outlook? Otherwise it looks such a potentially good buy. Any comments?|
PRSM is not profitable but it could be v easily . You see they were profitable before they came to AIM. The opportunity ,though,is so large that their shareholders wanted them to go for it ,grab as much market share as possible and to own the space .In the short term the cost of new sales & support staff mores than eats up their profits . Ironically ,if growth slows down the profits would flow v quickly.
I suppose you need to ask yourself 'are you better making 1m on 10m of revenues or sacrificing 3-5 years of steady profits to grow to say 50m with 20m of profits because with the operational gearing on 99% gross margins the profitability will be v high when the sales reach a critical point . Also ,note that they haven't eaten into cash at all .Its still similar to the IPO levels .|
|It's more likely to become a target of a Butlerian jihad. https://en.wikipedia.org/wiki/Butlerian_Jihad|
|I wonder if this will become a take over target for IBM.|
|And there it is, someone paid seven quid for 1000 this morning....Wow, just wow|
|SogoesitIs your biggest holding 13% Micro Focus ?|
|I hope it rumbles along below 700 for a while, it needs to consolidate before more news. 700 - a 7-bagger in less than a year - could be a psychological stumbling point as it was for G4M, imho.|
|Seven pound share coming|
|Which is that one, Sogoesit? :-)|
Don't think I can add anything; I'm a contrarian investor so I don't much look at what "convention" has to say.
PRSM is currently 2.5% of my portfolio since it is High Risk/High Reward for me and only 2 months old.
My highest weighted stock is 13% and usually my max weighting is 10% for a single stock (or set of correlated stocks). The 13% stock is because it has a long track-record of outperformance, growing at about 50% CAGR, so I have let it run.
|Such sensible posts Sogoesit.|
|Daroma, post 1089, could you clarify your question, please:
- "on overweight shares" are you discussing portfolio weighting/allocation; and
- by "precedent" do you mean in the same market?
I can point to 2 growth stocks that have attained £1bn+ market caps but they are not in this market space nor in the same financial condition (BOO & FEVR). That is to say they are profitable whereas PRSM is not, yet. Quite a few posters on FEVR have categorised it as trading at a "ridiculous" or "insane" P/E.
I rarely invest in "Blue Sky", non-profit generating, companies and, of course imv, a P/E for such a company is meaningless. Price-to-Sales would be the metric to look at combined with the amount of cash required to generate sales (cash-burn).
For the profitable ones I find it useful/critical to gauge their growth rates and match these to the price, in P/E terms, paid. PEG is the metric i use for this, introduced by Slater in the '70's. Clues are also available in regular trading statements & market insight which need watching very closely. (For example, on the BOO thread, there is a lot of retail market insight comment posted). Of course, at the end of the day the Risk/Reward decision about the future is always subjective since it is about the future but is managed by your portfolio weighting (so maybe that's what your first question refers to?). How long growth can continue, at whatever the running rate is, is a matter for judgement and usually, certainly in my case, pure guesswork... thereafter it's about markets and marketing. The "judgement" is about matching my perceptions to what the market's perceptions are in allocating value whether "ridiculous", "insane" or otherwise!
At the end of the day, alighting on a winner, is chance imv. Therefore the importance of "weighting"... or how many times you can afford to lose 100% for the one that wins 5x or 10x or 2x (i.e. Your Risk/Reward ratio).
All in my view.|
|So long as the condition of partnership is not to displace with there own product when/if it's mature enough
Also be interested to know how PRSM is developing the product for cognitive reasoning, which is where the automotive industry is pitching itself in the future.|
|Ibm is a partner not a competitor. The blue chip distribution partners and end customers are highly positive for the future|
|Google WIPRO Holmes and IBM Watson.|
|Hi Darola, I'd love to read some links about competitors as though PRSM are prizewinners and I only have a small position I'm sure we'd all love to get some more info on the competition without falling into a google hole! Much appreciated...!|