Blue Prism Share Discussion Threads

[dannyboylife] 27/11/2018 16:19

Didn't SAP buy a french RPA company last week? Only a small one but a smart move for and cheap. There are 25+ other RPA vendors now possible well ahead of a BP acquisition on price, cents on the dollar. Maybe investors are seeing this news and reaching smart conclusions on saturated, pricing declining space.

[chrisself] 27/11/2018 16:14

Goldman Sachs led the investment round of $250 million in Automation Anywhere in July and have have doubled their stake in Blue Prism. My guess is they want to get influence on the board and will increase their stake further over the coming months.

No guarantees here but I "guess" that Goldman will try and force the takeover of B.P. within 18 months. In the meantime, they'll do what they always do and lend out their shares to the shorter sellers so they can frighten private investors away and accumulate more shares on the cheap as they build their stake.

Didn't expect the trading update to have the current monthly exit revenue run rate but my guess is it now about £7 million per month. I think they'll get £110 million revenue for 2019.

The fact they book all commissions upfront and they are massively expanding sales and therefore upfront commission is bound to give rise to the increasing losses. I expect that 2020 will bring a small profit.

[bulltradept] 27/11/2018 15:52

It happens hedge it happens. Markets brutal atm, the santa rally is looking as though it's been postponed this year which isn't a good thing for those who look at probabilities..

[hedgehogster] 27/11/2018 15:30

Goldman Sachs must be kicking themselves right now, a large uplift in stakehold just before a price crash, I don't get it, is something being worked in the background? The same thing happened when they took a 5% ownership in September just before the first huge drop? Maybe they're just as bad as some private investors at timing an entry, myself included.

[slavetothetrade] 27/11/2018 15:15

Couldn’t agree more fuji99. Patience doesn’t always pay off. But it’s helped me more often than not. The proce drop is being massively overdone here!

[fuji99] 27/11/2018 15:11

Expected the response of that sort. They just needed an excuse to go at it knowing how sensitive the share price is. However, I am sure the investment is important to allow the company to power forward. This will be the "must have" software in major industries as cost cutting is the prime target in every organisation. Of course if PRSM is not taken over within 1/2 years.
So for the patient investor just hold and forget for a few months.

[fcuky] 27/11/2018 15:04

Down 260....

Wakakaka

Is smerch still around?

[slavetothetrade] 27/11/2018 14:56

A fast growing company investing in fast paced expansion. That’s why I’m here. Slightly disappointed with the update but tbh it’s what I expected. I’ll be back in 6-12 months to see how this is doing. Good things come to those who wait.

[hazl] 27/11/2018 14:41

You shorters have had to wait ages for this so l personally don't thin k you're impressing anyone or making a difference.It will do what it will do.

[montyhedge] 27/11/2018 14:17

Still for me the director sales in the summer was the bellringing moment to sell.
What a awful trading update.

[hazl] 27/11/2018 14:11

You tell me Adorling?!

I think we cannot ignore the market,but who knows,it is always changing.

What do you think?

[adorling] 27/11/2018 13:45

Hazl - isn’t it going to be different this time? 😁

[hazl] 27/11/2018 11:27

I think this worth watching even though it is sobering.

[dannyboylife] 27/11/2018 11:21

Price erosion and increased cost of sale impacting all of the now many "leading" RPA vndors. Not just BP. It's now down from 15k per bot to 2k or free. UI path forcing much of this in their fight with Automation Anywhere

I know of many customers switching to other vendors, some even to BP but price and inability to scale within existing customers is being hidden in words. Read HFS reports. These deals are getting more and more expensive to win, loyalties are short lived and being first, or even second RPA provider no longer provides the beach head you all fell for. Having said all that, not being able to make a profit from a software business making little investment in product, after 10 years is worrying.

[testbot] 27/11/2018 11:11

Damn - let's say the commission percent is 16,67....

[testbot] 27/11/2018 11:00

Just to clarify the link between revenue recognition and commission recognition and the resulting loss.

Let's say a one year deal worth 120 pound starting from 01 october with 20% commission
Revenue at 31 october will be 10 pound and commission will be 20 pound and edbitda loss at 10 pound. If it is a 2 year deal - the commission will be 40 pound at 30 october and the edbitda loss will be 30 pound.

[ramridge] 27/11/2018 10:50

Wrong time to say that ebitda will increasingly be negative when the market is wobbly and bearish.
Not surprised by today's reaction. Great share in a bull market. Wouldn't hold it in today's environment.

[rampmeister] 27/11/2018 10:34

Deal numbers look good with momentum building evidenced by strong 4th quarter and comfortabley ahead revenue guidance for current year. Whilst we are aware of the time lag between deal booking and revenue it’s still a little disappointing that ebitda losses are continuing to increase in tandem with revenue for the current year. This is probably the main reason behind the market’s cool reaction to the update.

I vaguely remember a while ago that their model was to be Ebitda positive by 2020 when will we reach the sun lit uplands? Maybe their FY report will clarify.

RM

[thefartingcommie] 27/11/2018 10:33

thefartingcommie
20 Nov '18 - 12:58 - 4487 of 4577 Edit
0 0 0
thefartingcommie
11 Oct '18 - 09:51 - 4083 of 4227 Edit
0 0 0
next support at 1375

144 dma comes in at 1266

technicals showing increasing d/ward momentum and nowhere near approaching o/sold levels

take it or leave it

...still valid..maybe more so now the £18 level has failed conclusively

reiterated...target price now £10.00

[fcuky] 27/11/2018 10:31

Why would sale increase and ends in a “widened loss”

Wtf is managemebt at BP doing, desides from getting a fat pay cheque?

[tsmith2] 27/11/2018 10:21

Lolls at director sales in July/August - tells you something...

[montyhedge] 27/11/2018 10:17

It's a ridiculous shareprice and market cap, should be under 1000p.

[fuji99] 27/11/2018 10:02

I anticipated this negative share price reaction to this pre-trading outcome last week despite good progress. They need only to find one single negative to focus their guns on BP - with all positives forgotten -.
Unless the market changes its mood this afternoon, my +£2 today will not happen.

[dtaliadoros] 27/11/2018 09:46

It nice to see exponential growth in each of the metrics quoted, customer gains - up, up sells - up. It would be nice to see more clearly what is behind the increase loss, but in terms of metrics....numbers looks most encouraging. In a different less nervous tech market I imagine these would have shot up.