Blue Prism Share Discussion Threads

[hazl] 12/11/2019 11:43

Indeed PRSM was at the cutting edge at the very beginning and practically invented the concept, effectively triggering the the whole industry....not to be dismissed in my opinion.
The same old,trying to bring it down as cheaply as possible, before they snap it up, if you ask me!

[bluepeter1] 12/11/2019 07:11

Danny, i’d say three leading software companies can deliver a global, high spec long term supported solution for enterprises.

[dannyboylife] 11/11/2019 23:48

Nice article BluePetee. And exactly how many RPA vendors started, in and around 2012 when RPA became a term from an old 18 year technology? There are now at least 15 top ones, too many to count middle ones and smaller ones. It spells commodity.

[christh] 11/11/2019 17:39

Microsoft probably take over Blue Prism.

[bluepeter1] 11/11/2019 16:17

It is a good thing- absolute validation of a space that blue prism has been in for 18 years - good article on the subject here

[dannyboylife] 11/11/2019 13:38

Microsoft free RPA just killed this market and proof of it headed to commodity even further. Some are trying to paint this as a positive for the industry but thats bull.

[blue prism is truly fcuked] 11/11/2019 11:36

yup, thats why the stock is rising today...


oh no wait, it is falling

see you all at 600p

[hazl] 11/11/2019 08:40

Certainly some shorts seem to have closed if you look at shortracker.....

[christh] 07/11/2019 11:46

Performance of Blue Prism from 2015-2018
Also Asset increase

From ii company data

Expected turnover £100 million-£120 million for 2019

[christh] 07/11/2019 11:42

Trading update on 21 November
Be ready.....rise to £15

[christh] 07/11/2019 11:08

Performance of Blue Prism from 2015-2018
Also Asset increase

From ii company data

Expected turnover £100 million-£120 million for 2019

[blue prism is truly fcuked] 05/11/2019 14:55

see you guys at 600p

[bluepeter1] 05/11/2019 11:26

RPA gaining legitimacy. Like the fact blue prism was mentioned at MA Ignite here

[blue prism is truly fcuked] 05/11/2019 11:00

alamaison5

Where are you and your whale size 12k position?

[dannyboylife] 05/11/2019 10:54

And the day of commodity RPA as predicted has arrived. Microsoft just added it to their line up.. business people building secure bots with ease. Search Microsoft RPA power apps.

[hazl] 04/11/2019 20:21

Prism 'might even have the better product' Ha got you Danny !

[dannyboylife] 04/11/2019 15:43

Procurement pulling in the reigns on companies like Blueprism and holding their feet to fire on renewals. licenses are even cheaper than I predicted already and whilst you can charge more for brand, not so much so. Bots are also not put in for the long term and internal optimisation is replacing them too so arguments of auto-renewal strength does not hold water everywhere. Be interesting to see if they can start making a profit on these much lower license fees. Maybe they need cuts like uipath just did.

[hazl] 01/11/2019 15:34

haven't watched myself yet...

[hazl] 01/11/2019 14:55

I think the article above reinforces what a strong position Blue Prism has obtained in just a couple of years.
Of course competition is just that but PRSM did and therefore still has,first-mover advantage, and people are likely to stay with them and recommend them perhaps.
None of us can be sure who will come out smiling, but if I was one of the larger entities, I would be tempted to take Blue Prism out.
It might just be easier.

IMO

[blue prism is truly fcuked] 31/10/2019 13:25

alamaison5's 12k position at 805p looks very scary at the moment

HAPPY HALLOWEEN YOU SCUKER!

[montyhedge] 31/10/2019 11:43

Tried to look at this to make an investment case, I can't, crazy valuation, even at 550p might have second thoughts.