Blue Prism Share Discussion Threads

[2350220] 08/3/2018 20:42

Nice to see that we've surpassed the peak set in November last year.
Let's hope that it holds.
John

[windsor430] 08/3/2018 18:08

Dannyboy - if you’d had invested on the first day you started deramping, you’d have literally doubled your money from 800p. In 8 months! Ouch. I know a few Microsoft CSPs... so enlighten us, in which product do they have RPA?

Also, please keep up your deramping... evidence suggests it’s really working :-0

[hazl] 08/3/2018 17:41

Sometimes you only need one or two great investments,to lift
your whole portfolio ,sogoesit.
My brother worked for a publishing firm years ago and he gave me a lot of books on investing which really helped me to look at the overall picture.

Having said that, it is difficult to put that into practice,sometimes, because the share is never a company in isolation and there is always the rest
of the market- broader issues to consider.

[sogoesit] 08/3/2018 16:42

18 March will be its second anniversary since listing.
It's a relative "start-up"; give it another few years and then we may be able to better value it. Next milestone is break-even possibly 2019/2020.
Fundamental valuation can only be done on prognosis of profits or a multiple of (forward) sales imv.

[Thanks, hazl, for your kind words. It's one of 3 successes out of 7 this year so has to make up for the rest!].

[testbot] 08/3/2018 15:43

With exponential growth with no indication that it Will stop with new markets like Japan and USA I Think we have only just begun the journey.

[hatfullofsky] 08/3/2018 15:35

I'm fearful here I just don't get the valuation based on fundamentals.

I see UiPath (now working with Google) also has 1BN valuation.

Years from profitability

Well done to all those that spotted the opportunity but be wary.

[hazl] 08/3/2018 13:39

.....no problem

[2350220] 08/3/2018 13:10

Apologies for mixup Hazl
J

[hazl] 08/3/2018 12:29

Respect sogoesit you have called this very well so far.

[sogoesit] 08/3/2018 12:27

If this settles roundabout £16+ today I will wack in a few more pounds.
Looking for a double from here to make a total of 6 bags.
GLA

[hazl] 08/3/2018 11:56

Great surge!
I am sorry John I have never been an investor in Optibiotix.
Got into APPS this week though.

[2350220] 08/3/2018 11:52

Today's chart looks uncannily like The Empire State building 😀
John

[nimbo1] 08/3/2018 11:04

lovely move.

[runthejoules] 08/3/2018 11:02

Kicking myself for not buying back in here at 1000p. No idea why I didn't! Spend my money wisely guys!

[mirabeau] 08/3/2018 11:01

Speechless!

Well done to all who's made good money here. Your foresight is paying off in style

Congrats

M

ps If only I possessed the same insight

[dannyboylife] 08/3/2018 10:25

Microsoft has most of the technology inbuilt into its products already which shows how little you all know. Such ignorance of the technology is amazing. The license revenue in this market is way too small which is all MS care about. Infosys and Wipro are two examples of recent partners who built there own RPA. Ever wondered too why PRISM have no patents?

And I told you last year, BP customers do not need to be loyal to one RPA vendor and being first did not encourage loyalty when their are 25 or more vendors. And the latest HFS survey is proof of the struggles of the vast majority of RPA projects being successful.

[hazl] 08/3/2018 09:34

what was that about 16£ a tough nut to crack?!

[windsor430] 07/3/2018 18:00

UIP investment is game-changing for them & the industry. Test bot - v v v interesting name check. If BP has 2017 Rev's over $50m, that would be really compelling too.

[hazl] 07/3/2018 14:07

interesting

[testbot] 07/3/2018 14:00

Quite interesting right now. Googles venture fund participated in Uipath's capital increase.

Perhaps a reaction to the relationship between BP and Avanade partly owned by Microsoft. Could Microsoft be interested in acquiring BP?

Uipath has increased its number of customers and employees tremendously in recent time and has outpaced BP - Uipath has more than 590 employees and recurring income between 50-100 million (see their twitter account). They also say their biggest markets are USA and Japan. So BP has to be faster to increase their presence in Japan - before the biggest customers choose Uipath.

BP had a poster on their twitter account where they mentioned the many things they invented and Uipath has copied - and Uipath's latest update in january seems to put them quite close to BP.

But BP has many big companies as customers - that use the term robot factory in their job openings - so good times will come to us. But they could be better if BP stop using the brake and speed up like Uipath has done.

[2350220] 07/3/2018 09:25

Let's hope that your wish comes to fruition DaveMac3, in that we crack 1600p... and then use it as a base to build on further momentum.
😀
John

[hazl] 07/3/2018 07:47

Great find ambelm!

[ambelmax] 06/3/2018 17:39

I know Dannys not a fan... But Walter Price is...