Blue Prism Share Discussion Threads

[mirabeau] 03/9/2018 12:47

I am genuinely speechless

[hazl] 03/9/2018 10:01

Ha ha.
I think you know what you're doing sogoesit...no enhancements needed there!

Have little time on web at present unfortunately.

[sogoesit] 03/9/2018 09:18

Hazl, some of us may "download" more slowly than others imho... especially early in the morning or after a few G&Ts ;-)

[hazl] 02/9/2018 15:55

OT BUT INTERESTING IMO

[kidknocked] 31/8/2018 16:03

I'm hoping some of the journey on this one also comes good on one of my high tech plays Arria NLG. Just about to relist I'm the NZX and I reckon a really great prospect !Good luck on here.

[sogoesit] 31/8/2018 15:28

Yep, added some again yesterday.
Looking for 50% upside from here on 6-12 months view.

[kidknocked] 31/8/2018 14:17

Excellent company and stock. Well done for anyone in from the beginning, a great call !Very much a company delivering its tech at the right turn and riding the S curve of new tech adoption.

[hazl] 31/8/2018 09:41

Thanks.
Interesting points.

[sogoesit] 31/8/2018 09:03

Morning hazl,
A lot of people attach a lot of significance to Directors' sales.

However, having been on "the inside" of some AIM companies I noted that (i) it is difficult to choose appropriate times to buy/sell due to conflict of interest (close periods) and (ii) Directors don't always have the same, or a particularly good idea, of the value of their companies compared to the market (erring to high and to low).

As a result, I tend to note, but do not attach much significance to these sales/buys.

The way remuneration works in these companies Directors have to make a living from their shareholdings and most are to do with that motive imv.

[hazl] 31/8/2018 08:49

Yes sogoesit I thought that the sales were worthy of note at the time.
However they have some left so perhaps copycat behaviour is understandable.

It is interesting as ever to be on the list of disruptors and to be fair to management of Blue Prism they have done all the hard work.

I noticed very early on that they were attracting some very big names so a sign of longevity,at the time,in my opinion.

[volsung] 31/8/2018 08:44

Nice to see I have another of those ‘disruptors217; LTG

[hazl] 31/8/2018 08:00

Ha.

I see the BBC have some programmes on AI next week.

[bokies] 30/8/2018 16:19

Been caught out twice since £2 trying to trade this and lost a fair whack but still way up and I'm defo sitting on my hands and will ramain a bottyboy til the end!

[sogoesit] 28/8/2018 15:52

I don't sell winners, only losers or overvalued for a short term trade.
Accumulated a few days ago and will continue to do so this year til £25.
By my reckoning £25 gives me 25% upside near term (one year view) so will keep adding.
On invested capital this is still only 10% of my portfolio, the measure I use for exposure. Not an unreasonable weighting even 'tho high risk.

Hey monty, are you an observer?
Good luck if you're active. Plenty to go for in this one still.
Next critical point is break-even then we will see how much the market's willing to pay for earnings... 100 times????
If it pays 100x then, in the year of break-even, my reckoning is the stock will be worth minimum £35.

EDIT: UT 2305. Not a bad day to be away!!

[hazl] 28/8/2018 13:47

THANK YOU HEDGE 'we're not complaining.
Perhaps you're right nimbo.

[montyhedge] 28/8/2018 13:29

Wow you boys have a nice winner here.

[nimbo1] 28/8/2018 13:17

It’s not unrealistic to think every customer will pay blue prism 1 million in revenue a year in due course as rpa and it’s use cases expand. That’s a billion in revenue right there. There are also many 1000’s of potential customers out there.It’s possible this is going to 100 pounds plus. That’s what I think is going on. If it was listed in US market cap would easily be double where we are now...

That and positive market conditions for tech / cloud

[hazl] 28/8/2018 13:12

..........something's got to be going on surely?

[smerch1468] 28/8/2018 09:30

Yeah agree about top-slicing normally, but Blue Prism is an exceptional case. Given the small initial investment. I am less than £7k invested on a 6 figure portfolio I am inclined to let this run. Market timing has never been my strong point, and as others have said this is very early part of the RPA story/cyle.

[mirabeau] 28/8/2018 09:25

Fair do's fella

GL

[2350220] 28/8/2018 09:21

I did already Mirabeau, when it was at 200%,now regretting that decision.
I'm also in heavily with Optibiotix, and there's been a lot of debate about a share tipster telling his followers to do the same, all ahead of a lot of special deals.

I can see the sense of top-slicing Mirabeau, but only if you really feel that the share price has run way ahead of itself (compared with actual value of the company).
In both Opti and Blue Prism, I still feel that their best achievements are yet to be realised.
Could very easily be wrong though, as this is just IMHO.
All the best,
John