Blue Prism Share Discussion Threads

[christh] 26/6/2019 07:22

Absolute rubbish
The share price will recover, the company is stronger now because of the new acquisition.
More services offered, more clients in their database, versatile and one stop shop
for business.
Do not get blinded by shorters.
It is a growing company and now will get even bigger with the Cloud business under its banner.
I do expect a re-rating because of the new acquisition.

[fcuky] 25/6/2019 21:59

Yup

Get to the Fire Exit before its too late people

Save yourself, at least.

[dannyboylife] 25/6/2019 21:04

Falling, not because they brought another company but...

Analysts placing them way behind AA and UIpath. Same analysts who sa8d glory of first mover.. now a lagger by far. And to products less than 1/4 the price.

ThoughtAut were a partner so not clear how negative accretive this will be. Likely worse than some have already stated. Good news it's little cash.

Market saturation, falling prices and now less than 1 year contracts are the norm..

And even aquisition of this company seems unlikely given no IP behind any of it..

[christh] 25/6/2019 15:28

yes, it will only and when the tree shaking is finished.
When the sellers have clear out, then the market is ready to run upwards.

I reckon the price has bottomed and we should see a nice recovery to £18 not before long.

It is a favourite with most funds, so we should see increase holdings.

£18 before long

[bulltradept] 25/6/2019 13:47

Market will turn when it wants and not before....

[borg45] 25/6/2019 13:30

Drifting daily no apparent support this was 19 a week ago all this because they bought another company unbelievable

[montyhedge] 25/6/2019 11:00

hazl
It's shareholders money, directors just run the company.

[fuji99] 25/6/2019 10:54

£12 should be a good support level ?

[hazl] 24/6/2019 19:48

Sorry Writing on phone

[hazl] 24/6/2019 19:46

Very good article thanks! Looks as though Blue Prism is doing great I’n third place. I’ve always admired them starting
From rock bottom when all these other firms have the money and the clout! Well done Prsm!

[walkermike1] 24/6/2019 12:40

Agreed. Profits talk. It's that simple.

[fuji99] 24/6/2019 11:04

At the end of the day for any company, only sales/profit/margins and market share/expansion will do the talking.

[bulltradept] 24/6/2019 10:56

Not sure it's an excuse, but valid reasoning.

[fuji99] 24/6/2019 09:32

For some reason the market did not appreciate the acquisition (paid a lot). Hopefully the answer from BP will be with good numbers and good progress at all fronts. This happens all the time. They just need an excuse to turn against a stock.

[christh] 24/6/2019 08:51

wow....a great buying price

heading to £18-£20 in a few weeks time

The new aquisition will bolster the services to clients.

Cloud is the way forward for robotics

[bulltradept] 24/6/2019 08:39

Chart not looking great so far, £14.00 has to hold.

[bprocket] 22/6/2019 12:40

Price will turn from here!
All I say is 18£ within next 2 weeks!

[devonwood] 20/6/2019 20:58

So if Slack is valued against Slack what is PRISM really worth?

[montyhedge] 20/6/2019 20:30

Of course got long term prospects, but any disappointing news, they will get hit hard. 1.2 billion m/c at 1465p is ridiculously high.

[dannyboylife] 20/6/2019 13:40

Blueprism didn't reach their projected scale after 15 years in business and now 7 years after rebranding their product bas RPA. To counter market concern, BluePrism jumps by simply adding the AI term yet with real no patented AI developed. Now it's suddenly RPA in the cloud (what is that anyway?) by buying this, their own partner for many times a tiny revenue. They keep following market trends but one day investors will wake up and wonder why few of BluePrism very large enterprise name accounts are not spending much money at all with them and why they, PRSM management, keep chasing the next shiny toy. The facts are in the numbers.

The good news, is every time I post, shares go up.

[sogoesit] 20/6/2019 12:12

Yes, the truth will come about some day in the performance we see Thoughtonomy contributes. Management, to an outsider's eyes, are making a bet that the £80m is accretive to the whole company in due time (I would hope).
Apparently the majority here and institutional sellers don't believe this bet will work out and would rather see management divert its internal resources to a new segment. Either way that poses risks.

Those dissing the acquisition may have better insight into the company than I do as a PI but a (strategic) move into SaaS and Cloud services would demand additional resources for certain. I would hope any competent management would have done the sums as, I'm sure, those prognosticating on the £80m price here have done, but came to a different answer.

Perhaps, internally, management do not have those resources to apply to this market segment (mid-tier companies) and consider £80m to be cheaper, quicker and less risky (internal disruption wise) to address the market than internal expenditure?

[Anyway, if the company's stock is over-valued that's the perfect time to use its paper rather than cash].

[bulltradept] 20/6/2019 11:25

Markets change, sentiment changes. One wonders what the IC will write? Here it is:

IC View
Research house IDC estimates that the RPA market could reach $3.7bn (£2.96bn) by 2022. But, even though its addressable market is ramping-up, we remain neutral on Blue Prism. While it anticipates meeting full-year underlying expectations, this excludes Thoughtonomy, which is expected to add £3m to sales, but increase cash losses by up to £2m. The shares were marked down by around a tenth on results day, though some shareholders may have opted to take profits on their investments. Hold.

Last IC View: Hold, 1,216p, 21 Feb 2019