Blue Prism Share Discussion Threads

[2350220] 17/7/2018 15:50

Blimey Sogoesit, have you lit a rocket under Blue Prism's bum?
John

[battybones] 17/7/2018 10:12

Todays Radio 4 'Today' programme had an interview with someone from KPMG (I think) talking about RPA and AI. Appeared to imply it would create jobs. Didn't hear much but might be worth listening again.

[sogoesit] 17/7/2018 08:30

New highs.
Hold on 2350220; the story is still unfolding and they have £40m to invest in their market.
My one year to 18 month target is £30'ish.
AIMV

[smerch1468] 16/7/2018 12:58

Its the Daily Mail, every piece of journalism has to be sensationalised in that rag.
Fake News as Donald would call it? I would be more concerned if a fund manager like OM ditched the shares. You cannot blame the founders for wanting to tap into what is a ridiculously appreciating share price.

[2350220] 16/7/2018 09:30

I was concerned for a little while Sogoesit,
But when I got home and had a look at the RNS, it seemed just a small amount of their holdings, that I didn't see it as the disaster the journalist had made it seem.
If that's even a readable sentence!
Hence why I also said that I want to hold on for a while yet.
All the best,
John

[sogoesit] 16/7/2018 09:11

2350220:
Are you worried about the figure used of "£13m worth of shares"?
If so, have you checked whether a journalist is conning you with a "hyped statistic" without telling you the full story or reading the RNS yourself?

[2350220] 15/7/2018 14:42

Small article in the Mail on Sunday today, about four of the directors selling £13m worth of shares recently.
Hope that I'm doing the right thing in holding on to mine.
Despite coming late to the party at around 480p, this has been my best ever performing share, so I must admit that I don't want that Party to end any time soon.
John

[petewy] 13/7/2018 15:48

There's a board for Immo if you have an opinion or fact. (Not ramping)

[sogoesit] 11/7/2018 10:05

Lol... I will have a tea in that case.
Just to sharpen-up my budding career in philosophy ... ;-))))

[thefartingcommie] 11/7/2018 09:46

True. The lag effect is (should be) also well known.

Further, don't confuse or believe one's own interpretation of news and events with the market's interpretation.
The market is guessing the company's and an investor is guessing both the company and the market's reaction.
Easy to misalign.
And therein lies the arbitrage. Like a negotiation it is an arbitrage on perceptions.


...oooh err Mrs....thats a tad metaphysical for this hour in the morning...;)

[hazl] 11/7/2018 09:45

Ah I have always said ...perception is one's individual reality.

[sogoesit] 11/7/2018 09:39

True. The lag effect is (should be) also well known.

Further, don't confuse or believe one's own interpretation of news and events with the market's interpretation.
The market is guessing the company's and an investor is guessing both the company and the market's reaction.
Easy to misalign.
And therein lies the arbitrage. Like a negotiation it is an arbitrage on perceptions.

[bprocket] 11/7/2018 08:53

Director selling is time delayed. Closing ended with HY result announcement and they initiated sale that day but settlement takes time. The actual effect was 19.5 down to 17. Don’t confuse RNS news with price movement.

[2350220] 10/7/2018 21:17

This is an all time first for me:
First time I've held shares in a company where the Directors sell some shares and the price Rises!
Not complaining mind.
John

[sogoesit] 06/7/2018 17:37

Thanks testbot.
Good weekend all.

[hazl] 06/7/2018 16:36

Interesting points.

[testbot] 06/7/2018 12:21

BP has Said it is used in 1000+ companies. The difference from 700 to 1000 is because some of the sellers is Selling a full service implementation. So maybe they are at level.

The valuation of aa Is higher than BP even though there is a discount when you are not listed.

Look at LinkedIn jobsearch and see the companies that is searching for BP Candidates. It is the big companies that use BP. They Will scale up Their rpa use in the future

[sogoesit] 06/7/2018 10:13

They advertise on their site "1000+ Customers" so PRSM, with 700 and counting, is not far behind.
$250m is a lot compared to the "mere" £40m recently raised by our blue!
Does "money" win or efficiency?

[windsor430] 04/7/2018 20:14

No they're not - Goldman Sachs all over it though if you can find a fund with it in. Great for the market & PRSM - early days even after the meteoric rise.

[smerch1468] 04/7/2018 17:51

AA isn't a listed company right? I would buy their shares in a heartbeat if they where.

[testbot] 04/7/2018 06:59

Automation Anywhere has raised 250 million dollars at a 1.8 billion dollars valuation.

More competition but more validation to RPA companies.

[sogoesit] 03/7/2018 12:55

Looks like the recent shareholdings notices relate to Quilter (the new Old Mutual Wealth Management Company) selling out and Old Mutual Global Investors' buying. Net/net about zero.

[hazl] 03/7/2018 12:00

OT
Purely out of interest.

[66fingers] 29/6/2018 12:30

More recent article here

[66fingers] 29/6/2018 12:25

This might be of interest