Blue Prism Share Discussion Threads

[montyhedge] 25/2/2019 10:31

To me another bell ringing moment to sell, first bellringing was when directors sold shedloads at 1900p, now another director sells 100,000 ding a ling.

[fcuky] 25/2/2019 10:08

morning everyone, prob another day down.

haha

[fuji99] 25/2/2019 07:03

Windsor430 - I cannot summarise it better !
And they are the leaders and pioneers too.

[windsor430] 24/2/2019 22:20

Contextor will suffice for some in-house & smaller projects - No way will SAP put all their eggs in that basket when it comes to major client implementations. Workfusion aren’t new either - like you’re trying to position. We’re not all mug PIs here boy, we can do research too.

[windsor430] 24/2/2019 22:17

You always have been a patronising little $hit, so - no - I have not been asleep. Pega & Nice, plus Verint & others are not direct Vendor vs Vendor, so don’t sell it like they are... you know better. Now don’t go discrediting my arguments when SF is an excellent example either. Go back a decade and you’ll see, like RPA, every man & his dog, plus those with bigger market caps - but not the product specialism - were getting involved. Now where are we at? Rinse & repeat for RPA.

[dannyboylife] 24/2/2019 21:39

And there you have it Windsor. Yet again proving how little you know. You want to pretend and ignore the other major companies that have more robust RPA and 10 times more IP already with embedded AI which was either built or acquired without the need to waste the $100's of millions chasing losses in the market. There are now way too many big RPA vendors, driving down price and with even better tech. PRISM started in 2002 ands whilst they built the market, all they did was opened up an opportunity for many others to build the same thing, but now better since they don't have any tangible unique IP. If I were salesforce, I would probably build my own or pick up one of the little ones like SAP did.

And have you been asleep for the last 3 years? What about Kofax? Great RPA (from Kapow) and who just acquired Nuance ($400m) who have significant IP themselves. Not small. What about Nice systems? Not exactly a small RPA company either ($7bn market cap and already in everyone of PRISM's customers). What about Pega systems, who acquired OpenSpan and have their own RPA and AI? What About SAP, who acquired Contextor (yes, you bet they did their RPA market research and found it was all they needed). What about Infosys with Assistedge? What about Kryon? What about Workfusion? What about the new suite of products from Accenture and their newly formed Synops product using mostly internally built technologies for their digital automation workforce and also keep the other RPA vendors close! And then, what about the other 30 RPA vendors, of various size nipping at PRSM's heels. UIpath and AA are also a great threat, but combined, you can now clearly see why, despite the early promises, PRSM has to spend spend spend, just to stay current and follow.

[windsor430] 24/2/2019 20:57

Move on Danny - we’re here because market entrants don’t have £100m in the bank, 10 yrs experience & unrivalled expertise. SalesForce & CRM is my no.1 example when I look at RPA. Three horse race between AA, UIP & PRSM. Short term licenses might drop - but long term, that stickiness & ROI will pull one, if not two, of those three through to be 10x what they currently are. You need to look at the history of many more software type markets to see what you identify is a trend of expansion, land grab, then competition & price erosion, followed by an established few killing the field & taking a dominant position to push prices back up based on long term value & ROI.

[fuji99] 24/2/2019 20:24

I don't want to be in the shoes of a shorter. That's the only comment I will make. BP is a killer when it starts a recovery or if it issues any news of a tie up in the states ... The effect on shorters will be worse than wand's.

[hazl] 24/2/2019 15:43

Fuji....don't get me wrong....I still have some here but of course got some early so different kind of risk.
I think it depends on what the wider market does,myself.

One thing's for sure, it has always attracted a lot of controversy and jealousy,too, by those that haven't understood the stock!

[fuji99] 24/2/2019 15:24

There are also hundreds of new bakeries and curry houses on the high street.
The only problem: Can they sell their curry and bread ?

[dannyboylife] 24/2/2019 12:37

2 new RPA vendors appeared almost every month in the last 3 years. Whilst I've continued to say, there's no telling why a stock will go up or down, it proves that many investors are not doing their home work. Or at least they are riding this out hoping for an aquirer. Most of the current partners and outsourcers have also realized building their own RPA in house is easy and better than paying someone else a license fee.

This market is unravelling very fast and those still in the train are about to get really burned. You've been warned. What you do with that is up to you.

[fuji99] 22/2/2019 11:41

Hazl - To me, the most important factor is they easily raised £100 million, and the directors, major shareholders, hold millions of shares between them.
It is normal that from time to time institutions take some profit.
In any case, I am invested here for the long term.

[fcuky] 22/2/2019 10:01

another down day from our good friend Blue Prism

good Friday for me (and anyone who is short)

well done everyone

[hazl] 22/2/2019 07:51

I'm afraid the announcement on the 19th shows they have no longer got a notifiable interest fuji and we cannot be sure how many that is.
We live in difficult times .
Time to be careful for us al l perhaps.

[fuji99] 22/2/2019 07:11

Hazl - Credit Suisse holds 5.015% = 3.363 million shares.
Scroll down the link below to see them all.

[hazl] 21/2/2019 20:46

I certainly agree that it is disappointing the director sale .
Goldman Sachs still has some but off it's highs(I believe).
Credit Suisse no longer reportable.

People will have to make of it what they will.

[fcuky] 21/2/2019 15:56

down 3%

excellent stock to go short...

makes so much $$$$

[fuji99] 21/2/2019 13:43

FC - This is a compiled list of some stocks that will reverse direction as they cannot go up vertically forever. These are far far better that BP which is far far volatile and can bankrupt any naive person. Why ? Any news similar to the one that came out at WAND could send this to the stratosphere.
AAL, BHP, RIO, KAZ, GLEN, ANTO, AZN, GSK, MCRO, (OCDO - this could be haunted for a while by possible fire risk to its tech system - another fire will send OCDO shares to £1)
Just pick and mix...

[fuji99] 21/2/2019 11:27

DT - Yes he looks over 65 and his job title means basically nothing as BP has already a proper CFO. (what really means Chief Revenue Officer) ? I think it looks he is preparing to retire probably before the end of the year. So he leaves some investment behind and takes his major lump sum for his retirement. So he could just be this "extra overhead" for BP.
.
Here is his biography:"Martin Flood Chief Revenue Officer
Martin Flood brings Sales & Sales Management expertise and experience, gained in the IT Industry over two decades in a variety of enterprise software and hardware businesses. Martin’s roles have ranged from large international organizations such as Sybase and Sun Microsystems through to early stage software companies such as Whitelight Systems and Searchspace. Martin recently headed the new products division of Progress Software EMEA which comprised SOA Integration, Business Activity Monitoring and Business Process Management offerings.

[dtaliadoros] 21/2/2019 11:13

Fuji......1.2 million is rather a lot of money don't you think to cover urgent cost. Couple of 100k I would understand, but 1.2 is not a glowing vote of confidence, unless his plans are to depart the company/retire. I've no idea what age he is as I've not looked.

It is the relative ease with which the placing got away last month that is keeping me here for time being.

[fuji99] 21/2/2019 10:15

FC - Correction in miners and pharmas already happening ... Just get into the right position at the right time.
Forgot one miner - AAL