Blue Prism Share Discussion Threads

[christh] 05/6/2020 13:10

Dow futures jump 280 points ahead of the May jobs report as investors focus on reopening progress

Published Thu, Jun 4 20206:00 PM EDT

Updated 7 min ago

Fred Imbert
@foimbert

[sogoesit] 01/6/2020 11:20

Aren't Amazon that company that has (human) labour problems?
They built a monopoly? I wasn't aware of that. What's their monopoly in?

EDIT 03/06: Answer cameth there none....

[hazl] 29/5/2020 16:54

We were in theRight place at theRight time Amazon has nothing to do with it.

[dannyboylife] 29/5/2020 16:46

Amazon built a monopoly whilst PRISM is losing market share and momentum in a very overcrowded market with much lower licensing costs. The very analysts who were PRISM friends have turned towards others.

[hazl] 27/5/2020 12:23

I feel its looking more positive again here.

I hope so too sogoesit and we could do an equivalent of Air bnb your villa and mine !

[sogoesit] 27/5/2020 06:29

It certainly does, hazl.
I seem to recall a year or so ago we were discussing the “operating system” or eco-system strategy being built.
As discussed above, this creates a moat, and asset value, so even without profits the asset value should keep building.
Businesses can take a while to get to break even but, like long term investors in Amazon, patience should payout. Who knows!
Certainly that’s the view I took and, if it does payout, I will buy a villa, or two... hopefully before I die ;-))
(Hope all well with you and yours).

[hazl] 25/5/2020 10:24

....doesn't even this, make you feel that PRSM has some supporters of strength and therefore, longevity sogoesit?

Of course profit or no profit will be the ultimate decider.

[christh] 25/5/2020 09:26

It will test £14.50 maybe £15

[bprocket] 22/5/2020 16:08

The market counter trades idiots... keep it coming Danny !

[excelsior] 22/5/2020 15:56

dannyboylife has done it again...talks BP down and it results in the share price going up big time 9.5% so far today.

20% up in one day is dannyboylife record to date!!!

[brokenbuckles] 22/5/2020 14:39

Well lets suppose I wanted to start up an RPA company tomorrow.. I would need to develop a product (which would likely be sub-standard relative to whats out there), I would need to invest in a large sales force (probably global), I would need to try and on-board distribution partners who are probably comfortable with their existing RPA vendors after years of use, I would need to try and develop a certification program / training courses, I would try (and probably fail) to create a community of developers to use my product and share their wisdom with each other, and then I might start winning a few contracts. Blue Prism / UiPath / Automation Anywhere are making £100's of millions in sales, and still making losses, and you suggest a new-entrant can afford to take those same losses, if not more, without that revenue base to start with? Your crazy. Hence barriers to entry going up, not down. I agree there is a little IP at the heart of RPA, but there is more than you think, and IP is accelerating as these companies build out the capbilities of their tech... again, more barriers to entry not less.

[dannyboylife] 22/5/2020 14:08

Barriers to entry are decreasing, not increasing. No idea why you would believe different when everyone else can clearly see, and say, just the opposite. Prices are dramatically falling and open source RPA is proving there is very little IP at the heart of RPA.

[brokenbuckles] 22/5/2020 13:52

I take a different view. I think the barriers to entry are increasing and the smaller players are struggling and getting acquired. Will be a few large players left by the end, all probably taking a different angle on RPA. Most areas of tech have several companies co-existing and yet returns dont get destroyed. Look at areas like video conferencing. Are the zoom investors fretting about Google offering their product for free? Doesnt look like it.

[dannyboylife] 21/5/2020 20:16

RPA from Microsoft. MS just brought Softomotive (announced this week) with RPA announced as free to all - with all the AI and cloud you can eat for controlling bots securely. Free RPA via open source now too, on-prem or cloud. Free RPA from Nice Systems. Free RPA from Appian. Free RPA from Pega. Free RPA from SAP. And the list goes on. And not any one of these paid much to get it (1/10th of what BP is valued at). And according to the analysts there are 50 or more vendors (more adding the open source stack). Whatever BP are trying to build beyond RPA now has to go head to head with SAP, Pega, Google, MS, Appian, Google etc., who all have a powerful stack already of advanced AI and cloud capabilities.

All the talk 2 years ago about BluePrism having the lead, first mover competitive advantage or likely to be acquired and all that! And apparently, I didn't know what I was talking about. Enjoy the show.

[bprocket] 21/5/2020 10:47

18 June 2020 - 2020 Half Year Results

[christh] 15/5/2020 11:39

Stock futures point to positive open after Thursday’s strong gains on Wall Street

Published Thu, May 14 20206:01 PM EDT

Updated 17 min ago

Fred Imbert
@foimbert

[sogoesit] 14/5/2020 14:25

gcast, certainly when governments crash economies there are likely to be negative repercussions across the board and no company will be immune in a depression.
Does the share price reflect this? It does, in the moment.
Will that view change in the future? Certainly.

It’s a company still in its infancy but how long in the tooth will investors let that go on for before losing patience (I.e. before they see profitability)?

Funding was last available at no discount so investors are still backing the future reward at around £11. That’s about as much as I know; no more no less.
My limits on patience are about 5 to 10 years (from 3 years ago).

[dannyboylife] 14/5/2020 13:41

On the one hand, the chairman says this:

"in one of the fastest growing business software sectors"

Yet most of that "fact" of this growth statement stems from prism competitors growth, Years ago I warned you on the rampant growth of competiton and future price erosion with PRSM owning very little IP. It's continuing.

Good news is, PRSM has cash but is it enough? Retention rates are good but growth in existing clients is small to zero. They have little to no competetive advantage and too many competitors on the cheap for someone to buy first. If they start losing good people!

[gcast] 14/5/2020 11:48

@Sogoesit - I have read a fair few comments on here, praising the heck out of it and am more than aware to take them with a pinch of salt as ones own due diligence is the only way forward.

I am not praising BP and just saying what I (and I am sure most others that have done their homework), see.

Yes, they have a strong short and long term assets-to-liabilities spread, but that does not mean that they are coming out of this unscathed.

Yes, I do have a stake in them also, but (and it's only my own personal due diligence) leads me to think that they may rise when this is over, or possibly even get bought out, as there bigger players then them in this field.

[dannyboylife] 13/5/2020 20:51

GCAST. Too much competition - whilst BP is more advanced it will not stop companies using/trying/stalling the open source RPA and Microsoft RPA. These are hitting the market along with many big vendors now with RPA baked into their products.

In addition, new customers are hard to obtain in lock down for any software vendor and worse for RPA vendors.

Many prism partners and prism services can no longer go on site. This is OK for old customers (sometimes).

Share price has been flat retrospective to lack of profitability, growing competition and massive price pressures.

[gcast] 13/5/2020 20:35

According to their 'Assets to Liabilities', their financial position seems quite strong and set to get stronger, so I am not fully understanding why the price is staying low.

[christh] 13/5/2020 12:19

US stock futures gain following losses in the previous session, tech shares rise

Published Tue, May 12 20206:05 PM EDT

Updated Moments Ago

Fred Imbert
@foimbert

Maggie Fitzgerald
@mkmfitzgerald

LIKELY TO HIT £13.60p today

[hazl] 12/5/2020 10:42

Don't know if that still applies but interesting looking back.
Thoughts?