Blue Prism Share Discussion Threads

[excelsior] 29/3/2019 12:00

But also remember Danny what you said in the past...

you are not saying Prsm is not a good investment

[dannyboylife] 29/3/2019 11:52

PRSM is absolutely right to use this latest cash to diversify. And they do not any longer hold top position. Ask anyone in this market who doesn't have a bias (SI).

[dannyboylife] 29/3/2019 11:51

So, 2 years ago robots were costing $15,000, then $10,000, now $5,000. I told you all this but you didn't believe me. I also told you I am involved in deals with leading RPA vendors at less than $1500...

Decide what you want to believe and whether it matters but the difference between the top 6 RPA vendors, from the now 50 in the market is negligible. It's the investors that should really care as this impacts all of the top 10, not just PRSM. BPOs are also starting to build their own on the same underlying technology because they are cheap...

[hazl] 29/3/2019 11:27

'Blue Prism has been at the cutting edge of innovation in this area for over 12 years. We are privileged to hold this position but, far from being complacent, we continue to increase our investment in the area. We are working on a range of developments in other technologies that are already helping early-adopters derive even more value from Visual Perception as an Intelligent Automation Skill.'


THAT'S the bit I like.
There are some clever people here and are recognising the need to
diversify.

[fuji99] 29/3/2019 08:18

Everything going well for BP except the chart starting to form a head and shoulder shape.

[magli] 29/3/2019 01:09

it's happening very fast ! Robotics /RPA/ Digitisation all will remove large numbers of jobs. Now there is a robot available at $5000.

[hazl] 28/3/2019 19:23

'Congratulations to #BluePrismWorld London Awards finalist for ‘Rookie of the Year’ for the best new implementation of Blue Prism:
- Hong Kong Exchange
- Pearson Education
- Port of Rotterdam
- The University of Sydney'

TWITTER

[hazl] 28/3/2019 15:37

True...but still plus territory.

[fuji99] 28/3/2019 14:15

It happens usually when it is difficult to predict the trend/move.

[thaiger] 28/3/2019 10:05

Why is spread (bid/offer) so wide today?

[fuji99] 27/3/2019 12:53

Interesting article on automation but the conclusion is sad for workers.

[thaiger] 24/3/2019 21:06

Davonwood......they raised £100m in January via placing which was taken up within half an hour!

[testbot] 23/3/2019 14:12

??
They Got the Money in january.

[hazl] 23/3/2019 14:08

ANDERSON....subtle but still obvious to some.....

[devonwood] 23/3/2019 13:51

BP announced plans to raise a further $130m in Jan. This is 1/3rd of UI Path raise.

Assuming a valuation of $2.6 billion this is a 5% dilution.

The market forecast reckoned to be growing at a CAGR of 30% worth over $2 billion per annum in 2022.

I will wait for this raise before I buy in.

[anderson3] 23/3/2019 13:11

I was told, last time uipath raised more money BP took a little bit of a down turn

[devonwood] 23/3/2019 12:03

Anderson,
I thought the BP market cap at $1.5 b was strong.

But $7 b valuation has to be crazy.
How do you spend $400 million?

BP has traction and revenue and is building a global enterprise sales organisation with considerably less money. They have £50m cash. Burn rate will increase ahead of revenue as they roll out the new sales organisation and continue to invest in CAPEX and R&D. They will need more money.

I suspect there will be some consolidation in the market

We have yet to see MSFT, ORACLE, IBM enter this space and SAP will need a solution as it migrates to a digital platform. Will they buy BP - it looks relatively cheap?

In the meantime the short sellers are bumping up the BP share price I am only buying at a lower price.

[anderson3] 23/3/2019 11:41

Looks like prsm could be losing out to competition.

[hazl] 23/3/2019 10:01

Thanks devonwood. Interesting
With the Dow dropping it might be good to be aware of risk.
I find Scwab particularly helpful.

[devonwood] 22/3/2019 20:55

Prism competitor...

Robotics process automation startup UiPath raising $400M at more than $7B valuation

Discover

The valuations are insane!

[devonwood] 21/3/2019 19:42

Oops..
What could BP email worth?How much more equity will need to be raised to get to profit?
I need to look further before investing more.

[devonwood] 21/3/2019 19:39

Hart.this is approx 3,% dilution.
So the current market cap is £1.7 billion is. Unicorn land! OK BP has customers and revenue but what could a likely exit value look like?
Microfocus has a amrket cap of $8 billion, profits and revenue on a PE of 17.8 or 3 times sales .
IBM is paying $ 32 billion for RedHat on a huge PE.

[hatfullofsky] 21/3/2019 19:37

Tilt the screen :-)

[fcuky] 21/3/2019 18:52

A good 10% down today, haha

What do you think will happen tomorrow?