Blue Prism Share Discussion Threads

[sogoesit] 12/5/2018 01:40

Must be something in the wind... or they can see thru the prism better than us PIs!

[windsor430] 11/5/2018 11:33

Nice chunky institution buys today - at the %holding they were at when we hit 1700

[ambelmax] 08/5/2018 12:25

RNS to say BP announcing interim results on 26th of June. And Management hosting a presentation for analysts at 9:30 in London. I can't imagine you would organise an actual presentation unless you knew earnings were good?

[sogoesit] 04/5/2018 01:52

OK, thanks bamboo... will keep an eye out for it.
Yep, good find doesb, thanks.

[hazl] 02/5/2018 13:12

VERY GOOD FIND doesb003
a very interesting and fairly balanced article.

IMO

[bamboo2] 01/5/2018 14:38

Sogo, Another example is AVG/Avast who come to market soon.
There seems to be keen interest, yet their main offering is free of charge.

Will you be buying?

PS, Rather than confining himself to prsm, perhaps we will see Danny also direct his considerable de-ramping skills to AVG.

[sogoesit] 01/5/2018 14:30

The real problem is the assertion that you cannot generate a business when the underlying software is "free".
This is patently false as Linux shows.
I invested in Red Hat some years ago; still going strong.
But hey, I know nothing about this market so i put my investment success, or lack of it, down to luck, not skill.
The market makes fools of us all and not least the "experts".

[dannyboylife] 01/5/2018 01:34

Ok. You win, I bow our to your infinite wisdom and knowledge of the market. Best of luck to all.

[dannyboylife] 30/4/2018 23:15

Now you attack the Irish. Nice.

[dannyboylife] 30/4/2018 22:36

Windsor. Well done. Your uneccessary nastiness brings me back... you ain't seen half of it.

[windsor430] 30/4/2018 17:36

Good riddance Danny. Genuinely.

[qruz] 30/4/2018 17:35

Wouldn't trust any random facts off a public BB.

For those that care, Gartner is one of the prime research companies in the IT domain, I suggest those that care read their latest report of a few months ago, and look at the space, market share and leaders in the RPA area.

[petewy] 30/4/2018 17:12

Such arrogance..."without serious knowledge of the market or technology."

[dannyboylife] 30/4/2018 16:39

I see now. You guys are just happy to invest without serious knowledge of the market or technology. I have no axes to grind with anyone and each is entitled to their own model. Good luck to you. Genuinely.

[hazl] 30/4/2018 15:46

Sogoesit envy follows big rises, either by individuals or companies,who wish to buy in cheaper is my guess.

[sogoesit] 30/4/2018 07:12

To be honest, hazl, I don't understand our resident RPA guru's posts at all.
This smacks of expertise, which I don't have, especially in the strategic advice direction. Since I never believe fund managers, least of all gurus, or anyone without skin in the game it is frankly all lost on me.

No short position, no price for short = no skin in game; just a song and dance!

No TU today either.

Money talks!

[dannyboylife] 29/4/2018 23:16

Hazl. Good article. That's exactly the UIpath model. Prism is very late to this collaboration party.This also points to the RPA vendors though ,with no IP trying to latch on others. This would be a great story if not for the fact it removes further and further diiferentation.

You have to also then wonder on the question of Why? Could it be the over saturated hype of RPA is creating these marketing moves. I will repeat for you again. Every single RPA vendor will partner with every piece of technology out there. Not unique and not new since the beginning of Prism (2002) and all 30 RPA vendors and confirming what I'm telling you.

This was not the promise of RPA. massive ROI, quick, business driven and no IT. Mmm.. latching on. Great strategy.

[hazl] 29/4/2018 14:07

hxxp://cfproventures.com/why-competition-is-being-sidelined-in-favour-of-collaborative-innovation/

ONE FOR YOU DANNY.
Actually,purely out of curiosity,I looked at your profile and your posts .
You have been posting almost a year and without exception your posts have been confined to knocking Prism.
Why is that I wonder?
Are you short?
Been paid by a competitor?
Or are you one of many who didn't get on the train, and enjoy the ride, and would dearly like to knock it off it's pedestal?
I see that you gave us a break between December and March when I can only imagine you realised it was futile or you were using a different persona and posting elsewhere.
Anyway as link shows today it is about collaboration.

[sogoesit] 29/4/2018 13:09

WOW, a con-trick then.
Those folks who put in £40m (with insider knowledge) are in for a complete thrashing, apparently.
Should I sell my 5% investment punt, is that the investment advice?

By the way, I know nothing about RPA, IT or any other computer science-based company.
And, besides, if it is over-hyped that means it's a bubble.
Bubbles are great ways to make money (like the dot-com one) so that gives me an even better case for backing this. Who cares about "price"? Lol.

Money talks; let's see if it walks.

By the way, noone answered my question at what price they are short from if they are short.

Money talks, but it don't sing and dance.

I also like pretty charts... ;-)

[dannyboylife] 28/4/2018 13:37

Pot, kettle, black.

[windsor430] 28/4/2018 13:16

Haha - ok DB. If that makes you feel better. Tongue in cheek or just the final nail in your coffin, proving you’re clueless?

[dannyboylife] 28/4/2018 00:03

HFS got this right. Total license revenue has reached its peak. They were just a little early in predictions. Gartner said last year. top of hype cycle. UIpath say services is 10x licenses.. killing promised ROI. Not because more licenses won't be sold but because the price is in the toilet. This is what happens when you build companies with no IP and/or try to survive on partners who have zero loyalty.

Your predictions of being first to market has been destroyed. AA ate BPs lunch. UI path eating both. Kofax, Nice, Pega, Infosys and many more have saturated this market... BP needs to sell fast but every day makes every buyer closer to buying someone else or just building themselves..

I'm not alone..hxxps://www.horsesforsources.com/gartner-rpa-overhype_052317

And last but not least before bed, download last 3 HFS reports and last Everest report. Night.

[dannyboylife] 27/4/2018 23:52

Windsor, you really don't understand this product and msrket, do you. 30 RPA vendors growing to 50 and price declining, zero IP and more importantly, a majority of customers not able to scale.

All companies will eventually make a profit but it will be very small... My PE tongue in cheek is as predictable as the rain..