Blue Prism Share Discussion Threads

[2350220] 10/3/2018 11:50

Thanks so much for your detailed and helpful replies smerch1468.
Very kind,
John

[smerch1468] 10/3/2018 09:56

I tried to look for BOTZ on HLs platform but couldn't see it. Definitely, one to look out for though.

[petewy] 10/3/2018 09:08

I've been in ROBO since last March. No dividend. Can't find out what their dividend policy is.

[sogoesit] 10/3/2018 05:35

Look at BOTZ too.
Global X have an interesting stable of themed ETFs.

[smerch1468] 10/3/2018 04:08

I am invested in ROBO, also with HL. It’s had a steady return over the last few years, nothing spectacular but that’s what you get with ETFs. Not forgetting HL cap SIPP/ISA charges on stocks, ETFs and ITs. There are a few robotics OEICs but not one at a reasonable OCF that has caught my attention.

[2350220] 09/3/2018 18:35

Hi smerch1468,
Do you happen to have an Epic of the Robotics ETF that you like the look of, or are invested in please?
I'm with Hargreaves for my ISAs & SIPP. I did a quick check on their platform, but could only see two ETFs.
One was up 10% and the other was up about 20% over the past year. Which didn't seem that great, considering the explosion in the RPA field, and Blue Prism in particular.
John

[smerch1468] 09/3/2018 17:22

Just to add to my own personal opinions on the stock, having a respected fund manager such as OM onboard gives my investment more credibility, than listening to a random who as I said before seems to have missed the boat.

[smerch1468] 09/3/2018 17:18

Meanwhile, the share price keeps going north Dannyboy. There are only a handful of genuine competitors in the market. Regardless as a hedge if you don't believe in BP per se there is nothing to stop you buying a robotics ETF, which I have done and you are covering pretty much all bases, TYVM.

A sensible allocation of one's portfolio should apply to AIM stocks, its called risk diversification. I doubt anyone is all in on BP.

[windsor430] 09/3/2018 16:02

I’d take BP going from a 25% to 20% marketshare, when the market growth is 400% YoY.. a marginally smaller % of an exponentially larger market. Personally I think it’s a three horse race & BP will end up with a big share of the premium end of a multi billion pound market... so cheap alternatives aren’t a threat either.

[dannyboylife] 09/3/2018 15:45

Windsor, twisting facts to suit your argument is noble. Not a single partner you mention isn't also a partner with all the other major RPA vendors now. All partner with MS and Azure, Amazon AWS, Citrix, VMware, EY, deloitte etc. All use the same freely available OCR and UI automation tools under the hood and now the larger BPO players are building their own RPA on the above whilst pretending to be RPA partner friendly.

My point is the revenue for licenses in this space is tanking and the services to make it work is growing. BP market share is eroding. Making or losing money in sticks does not change facts.

You believe what you like, but you obviously don't care to understand the meat behind the tech.

[windsor430] 09/3/2018 13:40

And Danny you are proof that holding a grudge and bitterness costs you money & objectivity. Being negative must be disheartening every time you see a beautiful BP blue day. Marketing is crucial to any business! PR with MS not noteworthy? Pull the other one! You said MS has RPA inbuilt. I showed, and now you’re agreeing - it’s actually thru partnerships with BP and alike. Why don’t you wait til results like you promised pre-Xmas?

[smerch1468] 09/3/2018 13:32

Dannyboy, BP partner Deloitte, EY and CapGemini amongst many illustrious partners. You may have a handle on the technology but if you don't understand tailored outsourcing solutions that all of these partners offer using BP's tech, then I am not surprised you are what seems to be a tad bitter you didn't get in at the bottom.

[sogoesit] 09/3/2018 12:54

@smerch
Oof, that is a gutsy call friend!
Know where you’re coming from on the risk front having been involved in two start-ups in my career but am now “passive”;.
Good luck to ya and to finding another that makes a ”bifolio”; ;-).

Regards from a “clueless̶1; investor!

[dannyboylife] 09/3/2018 12:24

You guys are proof you have no clue. Every RPA product will run on Azure and they all partner with Microsoft (but some deem it less worthy PR). Give BP credit on marketing but AWS, Azure etc., are cloud servers and infrastructure agnostic and available to all customers, vendors and customers.

Making money in ANY stocks for yourselves, your family's and charities is to be applauded but stop repeating drivel.

[smerch1468] 09/3/2018 10:45

Love the comedy sogoesit. I used to be a financial adviser (employee bens specialist) and I honestly didn't think one stock could make a portfolio, until I came across PRSM. Just looking for the next one now!

[hazl] 09/3/2018 10:40

Enjoy each day!

[petewy] 09/3/2018 10:31

Know the feeling. I bought something for the kitchen and I was told it had a "two-year guarantee". I wish I had that.

[sogoesit] 09/3/2018 10:27

Lol, hazl.
I know, so have I... I was jesting... a bit of humour.
I think I could be holding this for more than a 5 year term as well.
And, at my age, 5 years could be "forever" ;-)

[hazl] 09/3/2018 10:14

I have some stocks that I have held way longer than that Sogoesit. 8-)

[sogoesit] 09/3/2018 10:08

Geez, smerch, how long will you be holding for that.....



..... 3 years ;-)?

[smerch1468] 09/3/2018 09:20

Derampers can blow all the hot air they like for me. I got in at sub £3/£4 in two tranches. This is a £100 stock in the making, and that based on the RPA market only being worth $5bn in 2022.

[windsor430] 09/3/2018 08:26

I enjoy calling out known derampers & seeing if you ever have justification... which you don’t.

I’m sure a global leader like MS would partner with PRSM if they already had all that existing tech??



Further, when a deramper coincides with a doubling of SP, I think investors ought to see how relevant (or not) your “advice” has been.

[bokies] 09/3/2018 06:17

Cool so MSFT UIA ships with Vista and server 2008! :D

[dannyboylife] 09/3/2018 01:03

Here's the public wiki and associated articles within...

[dannyboylife] 09/3/2018 01:00

Windsor, you berate me when I post and then want to get into further debate. Weird. But ok. If you recall, I have repeatedly said I can't predict the share price or reality of this world and I wish you all luck.

Microsoft own the core tech behind all vendors RPA. Why do you think there are so many vendors. There are at least 3 core technologies MS has inbuilt into the OS for testing, inter process communication and automation. Look up MS UI automation. One such article here Microsoft ship this with dynamics and it's free. This is what the BPOs have built their own free RPA on too.

None of the competing vendors built their own OCR and all rely on standard Virtual Infrastructure.

So the uniqueness is around little more than managing virtual machines and work. UIpath has surpassed BP on ease of use and scale and didn't protect the base purported to give them an edge... Workfusion RPA is free too. Not great yet but getting there.

Watch this space. Goodnight.