Blue Prism Share Discussion Threads

[hazl] 26/11/2018 16:24

An updated version of this....

[sogoesit] 26/11/2018 11:34

The IC, on their Forecasts section, has this to say:

"The 4 analysts offering 12 month price targets for Blue Prism Group PLC have a median target of 2,344.00, with a high estimate of 2,600.00 and a low estimate of 2,200.00. The median estimate represents a 55.64% increase from the last price of 1,506.00."

"Revenue:
2018 Consensus - 53.05m : 2019 Consensus - 88.03m
2018 Hi/Lo - 56.36/50.00 : 2019 Hi/Lo - 100.55/70.40

EPS (losses) in 2018 and 2019 - -27.8 and - 26.69"

With close to 100% recurring I think the exit run-rate will be the most significant figure to watch tomorrow.

[fuji99] 26/11/2018 10:53

The analyst Consensus is given in BP website:

[fuji99] 26/11/2018 10:45

SP sensitivity has proven that within just a few days, it recovered more than £2.50.

[sogoesit] 26/11/2018 08:05

Then again the Sunday Post of a story from nowhere could be wrong.

[dtaliadoros] 25/11/2018 21:30

You may be right duxy....but then he has been in job for 10 years...people do move on. The recent YouTube video posted above does talk of 100% customer retention...unless I heard things wrong

[duxy786] 25/11/2018 11:08

Don't post here but just thoughts....Chairman leaving, just before results announcement on TUE doesn't bode well.Expecting big drop in the share price and a shorters attack on Monday.Good luck all.

[fuji99] 23/11/2018 15:44

When I checked their website, the projected losses are kept the same from previous. So any improvement will be a sign they are going to profitability.

[fuji99] 23/11/2018 13:19

Agree DT - If losses are coming down, the market will consider it a positive sign. If in the other hand, losses are growing BP needs to offset this by other positives such as how strong is customer growth, retention and gain etc.

[dtaliadoros] 23/11/2018 11:53

I am not expecting any bad news. I think we will hear all the right things, strong customer retention, good customer gains etc etc. Crucial bit imv is whether BP has fallen further into loss as part of growth plans or managed to move further towards profitability.

[sogoesit] 23/11/2018 08:42

Good advice imv.

[fuji99] 23/11/2018 08:28

Edit - Regardless of the company, if I OWN it I hold but otherwise I avoid buying pre-update or results. The market response is unpredictable. It happens that for horrible results or update the stock rises and for excellent update/results the stock is battered. So I would not buy or trade for just the update but only hold for the long term, regardless. The reason for especially BP is because as I said it many times, the share price is very sensitive and can change in huge increments within minutes. So this is a very dangerous share for especillay the day-traders and the shorters.

[bprocket] 23/11/2018 06:48

With similar evaluation of UIP & AA, BP share price should equate to 40£.

[dtaliadoros] 22/11/2018 10:52

Announcement of trading update should stablish price for rest of week.

[hedgehogster] 22/11/2018 10:17

Personally I'd filter Monty, he's a delusional deramper which clearly sees no value in RPA and it's global reach, which begs the question why post on this board incessantly if he has no interest in the company or prospects?

[montyhedge] 22/11/2018 10:07

Yes so good that's why the directors sold millions of pounds worth in the summer.

[testbot] 22/11/2018 09:07

With AA valued at 2.6 billion dollars and Uipath valued at 3 billion - I do not understand how can say it is valued ridiculously high. I would say their valuation is way too low.

They are just starting their growth journey.

[montyhedge] 22/11/2018 08:59

This shareprice, way ahead of itself. Ridiculously high valuation in my opinion. But bulls will tell me different.

[testbot] 22/11/2018 08:30

My guess is that they will announce a small share increase since they are a bit late with the trading update.
AA and Uipath have both increased their capital lately and it now BP shall get the customers they shall prosper from in the years to come.
Uipath have 170 employees in Japan compared to 271 in the entire BP at 30 april.

Still very confident about BP and their future but a bit disappointed they have not been more expansive in their strategy even though it cost in the short term. BP have some of the big names in their portfolio and they will just keep adding robots. So expansion both from existing customers and new customers in new territories.

[hazl] 22/11/2018 07:54

Yes ought to be interesting.
Particularly now.

[montyhedge] 22/11/2018 07:49

Trading update, date, about update. Lol

[fuji99] 22/11/2018 07:39

For those who think about "turbulent markets", "recession" etc., I think it is in those hard times that efficiency is sought by companies and PB is well placed to play the role of a cost saving tool.