Blue Prism Share Discussion Threads

[tbax] 28/1/2019 15:23

Apart from when it goes up 20% and we hear nothing from you :-D - you know what? I dont think you know how to short, your exponential losses last week would have written you off. I juat think youre a very very sad lonely person.

[fcuky] 28/1/2019 15:13

a good old 5% down today.

Blue Prism never fails when you are short the stock.

hmmmmm........hope no idiot added long at 1500p last week, imagine the pain.

[fcuky] 28/1/2019 14:24

from UP....

to DOWN.

[slavetothetrade] 28/1/2019 08:06

Wow monet. No wonder Danny is so bitter! That’s a hard one to get over.

[windsor430] 27/1/2019 21:18

If anyone can crack OCR they are onto a winner - none inc ABBYY are anywhere near perfect... that from someone who has had millions of pages processed for extraction & spent $200k+ over the years on EVERYTHING inc SAAS & manual combo's! Absolute bane of my life! Would love to have an inside track on what PRSM are doing here.

[monet] 27/1/2019 20:18

Looks like dannyboy sold to soon for about £8 and misted out of the £25. Is he trying get the price down so he can get back in?

dannyboylife - 25 Jul 2017 - 09:00:50 - 1685 of 5055 Die Roboter - PRSM
IBM ending BP relationship not insignificant. BP just can't scale as promised. Many more real competitors. Too many BP customer logos showing up using other technology. So much for lockin! Glad I'm out even more now.

dannyboylife - 30 Nov 2017 - 15:44:44 - 2177 of 5055 Die Roboter - PRSM
Hard to know what to do. This baby just kept on going up and I was so wrong.

[slavetothetrade] 27/1/2019 19:34

Danny boy still going is he, still cherping on a company forum he has no interst or belief in, yet won’t answer questions as to why he’s still here.....

[hazl] 27/1/2019 10:36

Midas conclusion

'Blue Prism is loss-making and likely to remain so for some time. Against this however, the robotic process automation market is expanding at a rate of knots and experts believe it will be valued at more than £2 billion by 2021. Blue Prism is at the forefront of the field, widely respected and growing fast. At £13.44, the shares are a buy, particularly for adventurous investors keen to support a British firm punching above its weight .....'

[hazl] 27/1/2019 10:26

'The robotic processing automation sector is highly competitive however and is dominated by three firms, Blue Prism and two private-equity owned groups, Automation Anyway and UiPath. Keeping up with rivals is expensive. Bathgate needs to invest in research and development, open new offices around the world and spend money on marketing so businesses turn to Blue Prism rather than its peers.

The 2018 figures, therefore, were accompanied by a £100 million fundraising, where major shareholders were invited to buy new stock at a 5 per cent discount to the prevailing price. The shares were snapped up in a couple of hours, a strong sign of confidence in Blue Prism’s prospects.'
This is the nitty-gritty sogoesit and where DB is bleating on about.
We live in a capitalist society; it is competitive, but Blue Prism still has the first-mover advantage AND is being supported by these institutional investors.
If there was ever a need for a British firm to succeed, and have support, this is it!

[hazl] 27/1/2019 10:14

THANKYOU Philanderer!

Appreciated.

Looks like a must-read.

[sogoesit] 27/1/2019 09:53

Indeed, that's the idea of competition.
If it's profitable others will jump in to compete so there must be a perception amongst those that do that it is (profitable).
When that happens the question is who gets the benefits, the customer, the middle-man or the company?
If the benefits accrue to the company then it's a territory game and only one or two will come out winners.

I'm not sure where dblife is on this strategic issue but it appears to me that his case is that it isn't a profitable game for any company. That implies that the benefits are now accruing only to the customer (and/or middle-man if that lasts).
But that conclusion implies that all profits (benefits) are competed away and, in turn, that must mean there is no intrinsic intellectual property since "anyone can replicate what they do" ultimately.
In that case the IP (software) is or becomes free and the companies are just providing (consultancy) services. Like the IBM, Accenture, PWs of this world. And that means?

At this stage of the game it isn't clear, or certainly to me as a non-professional ("mug punter") investor, but perhaps the professional users have a better idea (inside knowledge)? (I haven't seen any analysis, direct from customers, as to what the value is to them.)

Anyway, to me the price chart has looked quite pretty since 500p ;-)!
(Of curse not quite as pretty as it could have looked at 2250p or my other tech start-up).
Still, I'm only just short of two years in and there's been a growth sell-off in-between. I think I'll give it another two years. Four to five years being my initial term view.

[gswredland] 27/1/2019 08:28

Surely another company could replicate what they do?

[dannyboylife] 27/1/2019 01:29

BProcket. So Kapow, workfusuon, Pega, UIpath, ABBYY themselves, and many more have had this for some time. I'll take the childish Muppet statement as a compliment given how obviously you are sucking all the PR over reality you can. Single minded one sided views don't help educate.

[philanderer] 27/1/2019 00:19

MIDAS SHARE TIPS: Hate queuing for the doctor? Invest in this tech firm and we’ll all feel better

[hazl] 26/1/2019 20:17

I believe we will have a rally....could be wrong.

DYOR

[fcuky] 26/1/2019 20:10

Hazl and bprocket are blind

Even when shares have halved 50%

[bprocket] 26/1/2019 16:43

Dannyboy - OCR or Abbyy 101 as you say is a separate external service that any RPA already supports, correct. Abbyy Integration and AI document processing are two separate shoes. To use a web service to request a document ICR/OCR service is something all BP/UIP/AA do, but having a stand alone out of the box AI driven processing engine is only offered by BP. But you would understand that difference if you stop reading PR and actually use the tech.

Muppet...

[hazl] 26/1/2019 12:09

Ah with a name like 'niggle' you're sure to be a pessimist rather than a realist.

IMO

[niggle] 26/1/2019 11:24

Nasty double top - looks like £6 is in view???

[hazl] 26/1/2019 09:27

I think that with Goldman it often proves wise to notice what they 'do' more than what they 'say' if you get my drift.
Advice is one thing action is another.
Yes, I picked up on that excelsior too....chuckle.

[excelsior] 26/1/2019 08:57

Hi dannyboylife

Thank you for your insights...please keep them coming

It is very refreshing to have someone pour some cold water on things but then say

" I'm NOT saying it's NOT a good investment "

Very welcome!

[dannyboylife] 25/1/2019 21:33

Hazl, really? Goldman is never wrong eh? I'm not saying it's not a good investment, I'm saying the landscape is changing faster than even these investment firms can keep up. They place multiple bets and covers. And we all know it's just a game with the big boys and chump change. I'm trying to educate but you don't care and shoot the messenger.

[hazl] 25/1/2019 17:55

So you think that you know more than Goldman Sachs?

[dannyboylife] 25/1/2019 17:48

BProcket, this is a duplicate of the other vendors PR and product and what they already have or previously announced. If you follow the RPA market you would know. Playing catch-up is not a strategy and is why they are failing further down the leadership tree. I mean, every other vendors had this OCR already (read ABBYY 101). Language is too little, too late. There's simply nothing new but will accept, it's well written PR.