Blue Prism Share Discussion Threads

[troken] 14/7/2020 17:11

Not necessarily. Jupiter took over Merian Investors recently, who had a 7.84% holding in BP. Maybe they've reviewed the fund and decided to reduce the stake. Just a possibility.

[dg1966] 14/7/2020 15:03

SAo PRSM is obviously being heavily Shorted ?

[dg1966] 14/7/2020 15:03

SAo PRSM is obviously being heavily Shorted ?

[gundersone] 14/7/2020 14:11

cristh, now it's just a matter of time, will hit 1400 any minute

[christh] 13/7/2020 14:29

Will it hit £14 this time or maybe £15.....

Its rising so it might be a turn now, for the high growth stocks to rise.

We know its a growth stock so lets see what the market does

[dannyboylife] 09/7/2020 12:26

IBM acquired a (less known) RPA vendor yesterday.

hxxps://www.zdnet.com/article/ibm-makes-its-rpa-move-acquires-wdg-automation/

[flatoutfred] 09/7/2020 10:55

So should I sell my GAW and come here JBF ?

[jonathanbigfruit] 07/7/2020 12:58

Thank you .. Now you believe i’m in the industry 👍

[dg1966] 07/7/2020 12:33

Sending Love to Wakefield

[jonathanbigfruit] 07/7/2020 12:05

Thanks DG .. I’ll let my colleagues here know we’re not up to your specialist knowledge of the industry 👍

By the way DG. if you would like to look me up, try Linked in friend. Jon Downie, Public sector account manager.

Customer communication workflow and transactional Documents - Print, Digital or Outsourced.

( i’m assuming your in the business world?...

[dg1966] 07/7/2020 11:27

Certainly an insight but, not exact;y that as someone working in the RPA industry... :)

I still note no predicted SP's share movement from thefruit

[dean2020] 07/7/2020 10:40

Thanks for your insight JBF, good insight and sensible, much appreciated.

[jonathanbigfruit] 07/7/2020 06:26

ok, That’s enough from me.
Your showing your naivety by reading items and quoting sales drivel you’ve read off the internet.
RPA has been around for YEARS. REPETITIVE PROCESS AUTOMATION originated from Large folding inserting equipment. it automated the manual SELECTION of documents using BCR (1D)This was replaced by OCR. Then 2D barcoding. This was then was developed into UNIQUE IDENTIFIER recognition. From there software has branched out for use in any industry. Be it call centers, supply chain, manufacturing. Anywhere that inputs, receives and exports data. It is all about UNIQUE IDENTIFIERS that can be picked up by the software and automatically processed through the organisation.
I was a public sector account manager myself.

DANNYBOY.. you clearly don’t have a clue about business to business processes and my SIMPLE breakdown of Blue prism, Kofax and other suppliers left you confused.
WE ARE TALKING ABOUT BLUE PRISM’S MARKET PLACE!

To put a solution into an organization can take 1-3 years. Starting with referral sites and customer to customer site visits.
Then the clients business processes understood, operations looked at in a new way. A lot of the changes can literally reshape an Oraganisation. Bespoke business rules applied to the software. rendering processes adhered to. The companies own IT staff trained.The solutions can run into millions including service contracts.
I’m not interested in any responses that just want to shoot people down and sound SMUG,please waste your breath elsewhere, you’ve obviously been in the industry and sector BLUE PRISM service and know all the staff.
If anyone has questions or would like me to get in touch with the guys I know there please feel free to ask.

By the way for those that are interested in where blue prism stand in their industry please read. (apparently nowhere)

hxxps://www.uipath.com/hs-fs/hubfs/forrester-rpa-2018.png?width=1449&name=forrester-rpa-2018.png

[dannyboylife] 06/7/2020 21:32

Mr Big Fruit. You have been in the business for 20 years and gave a very simple use case of digitally processing documents that about probably over 500 vendors provide today (not limited to RPA). Some native tech and, mostly 3rd party. The bigger boys have invested 1000x more than blue prism in document processing technologies and have more advanced products way beyond this. All the companies you mention, you also fail to mention they also have about 10 or more other vendors doing the same thing in their companies. There is no / little IP and the price to the customer is very low. It's about unique IP, time to market and margin go which PRSM is lacking all 3. They paint a glory picture but giving up revenue to 3rd party vendors rather than build much of their own. Check out their marketplace if you don't believe me. There's not much profit in being a partner of many OCR vendors that all your competition already partners with.

[dg1966] 06/7/2020 17:44

So " ROBOTIC Process Automation " RPA has been around for 20 years eh... ?! I would suggest closer to 7 maz.

Scanning a lot longer I would agree.

I would suggest the correct term is Intelligent automation of which RPA. AI, Scanning ...and other software are all constituents.

to Bprockets point where do you see the share price in the next 30 90 180 360 days ?

[bprocket] 06/7/2020 16:15

If buyout, where do you see the share price heading?

[jonathanbigfruit] 06/7/2020 15:44

I don’t normally post. ok. i’ve been working in this industry for 20 years.
I have listened to the conversations ref Blue Prism and particularly RPA. obviously, Repetitive process automation
RPA relates to a vast spectrum of software and robotics.
The solutions I supplied to public Sector had the core element of KOFAX.
Blue prism has one of the strongest software solutions there is. (see forrester graph).
I also have ex colleagues working there.
Blue prism, Uipath and Kofax primarily deal with the “smart” digitalization of in and outbound documents.
The documents are scanned, (if hard copy), analysed if attachments to email, for unique identifiers which will determine department and subsequent action for said document. Workflow attributed to the document.
Ultimately the intelligent document can travel round the organisation with minimal touch as pre determined business rules have been applied. This is and will be the future of digital communication. Lloyds are implementing the blue prism solution across the organisation. Amazon also use their solution... to name but a few.
My main concern is NOT the product, but the debt. Also the dilution of shares of late.
I do not believe this was because of covid 19 in my personal view.
The leases on the software is still being paid and the workforce are still working, albeit remotely.
I feel this company will fly if they don’t drown in debt first. This could lead to a buy out.
May i just say, this isn’t speculation , things i’ve read on the internet. I have lived and breathed this for 20 years from its birth... This software evolved from intelligent folder/inserted (Linear bar codes that determined how many documents went into an envelope) Feel free to ask any questions.

[sunnysideup1] 06/7/2020 10:21

Thanks for your insight BPITF.

[dannyboylife] 02/7/2020 18:04

brocket. Wrong. RPA has been strong in the call center world for many years and PRISM has the least success in that market (the weakest technology) then any other RPA vendor. Even a simple Google search will show you that. A handful of successes v hundreds for the competitors.

[bprocket] 02/7/2020 07:18

Since it seems no one knows, I rewatched all material and sparked the following developments:

- Massive RPA Front Office / Call Center Deployment (Telefonica) all across Spain. This is an untouched territory for RPA in that scale.

- Release of Decipher IDP, ML document processing available to all customers.

That’s all I could see as headlines.

RPA at call-centers, the potential of that is huge! Especially now with Covid and increased remote working.

[bprocket] 30/6/2020 19:17

Have there been any special announcements during Blue Prism World???

[dannyboylife] 29/6/2020 16:24

They are moving away from competing just in the RPA space with more development. This is finally some good news. But hey will face even greater competition of course, and scrutiny but if they can innovate and differentiate they can do well. I'm watching for real product releases that go beyond the "me too" - or easily replicated - which is what has taken away their past lead. $100m will only go so far.

[dg1966] 29/6/2020 14:09

I would have thougt so also and has been my point in previous commentary. Usually their conference's are times when positive ccommentary is shared. They not giving guidance is common currently to most at earnings. It just seams odd.
Thoughts anyone ?

[travellingtrader] 29/6/2020 12:07

Last year there was no update till November.
However I'd expect news well before then as they have not released any guidance yet.