Blue Prism Share Discussion Threads

[growthpotential] 24/1/2021 18:56

Glad I had a chance to get back into this name

[chaphillnc] 22/1/2021 20:00

Still small ball vs the overvalued competition of "pretend" numbers. A listing in the US would have 10x value over a UK listing

[hjs] 21/1/2021 11:53

I totally agree with you cord. First priority should be to list on main LSE and than consider Nasdaq.

[cordwainer] 21/1/2021 01:31

PRSM should probably try going from AIM to main listing before complaining about uk investors.

[m w] 18/1/2021 18:44

It was below notifiable threshold

[hatfullofsky] 18/1/2021 18:41

Yep BAML added derivatives, not sure of their opening position. Now at 3.006%

It's an increase.

[m w] 18/1/2021 18:32

Can anyone make any since of that RNS looks like bank of America is accumulating

[hazl] 18/1/2021 14:51

Writing in Forbes, Jon “Jet” Theuerkauf, CCO at Blue Prism, discusses how a collaborative approach to human and digital workforces will play a major role in the future of Business Continuity and Disaster Recovery Planning:

[growthpotential] 18/1/2021 14:39

I bought in, they've had a lot of growth!

[mccore] 18/1/2021 13:41

You should have joined the conf call last week DG1066, quite a few new logo wins listed

[dg1966] 18/1/2021 12:54

Ask a PRSM sale person to tell you of their most Major Account of £500k ( they carry targets of £2-3M) win and it will be to an existing customer...

[dg1966] 18/1/2021 12:50

That what they do !
lockemin and don't get anymore new LoGo's or they would tell the market and share testimonial stories .
But there aren't any new ones as I've said

[hatfullofsky] 18/1/2021 11:10

Yes the R&D v S&M argument is a good one. PRSM are focusing on land grab. RPA is incredibly sticky so focus is sales.

[energeticbacker] 18/1/2021 10:34

What continues to puzzle Investor's Champion about this ‘global software company’ with its focus on ‘complex, enterprise-grade intelligent automation’ are the relatively modest amounts it is spending on R&D. From its total head count of just over 1,000, most (515) are involved in sales and marketing with only 176 in Product related activities, although that was 37 more than the prior year.

[hatfullofsky] 18/1/2021 10:32

Not necessarily, it could fall more. Next support levels 1250 / 1090

It broke out (downward) of its 6 month channel at 1520 on 14th Jan.

[m w] 18/1/2021 09:03

Surely we've hit bottom for now

[hazl] 15/1/2021 20:23

Anyone looking in do look at babblers link in the post 6989
worth reading in my opinion.

[hazl] 15/1/2021 20:19

So, every other company at the moment, it is generally accepted, will not get the numbers because of the virus,yet Blue Prism is treated harshly when it hasn't done that badly.
To say that the sales have gone to competitors is just silly in my opinion.
Where's the proof of that?

' JASON KINGDON, CHAIRMAN & CEO, COMMENTED:

"We are building a global software company and have made a great deal of progress in the year. The business demonstrated resilience and strength throughout the extraordinary events of 2020, with strong retention and an acceleration in new business in the second half. We delivered revenue growth of 46% in the year, and Blue Prism Cloud, our SaaS product, was a standout contributor, with an increase of 147% in bookings in its first year as an integrated part of the Group, underpinning its strategic value as our enterprise customers look to cloud based deployments. We move into FY21 with a strong pipeline, underpinning our belief that intelligent automation is key to driving recovery across enterprises of all sizes. Our unique market focus on complex, enterprise-grade intelligent automation and access to cutting edge technologies via our Digital Exchange and partner network, generates significant ROI for our customers which is the foundation for us to benefit from long-term, value accretive relationships."

[dg1966] 15/1/2021 17:21

Hughie1234 ,

I would suggest your response of garbage is wide of the mark. If you know the BRSM EMEA sales structure you'll know the individuals that fit the description accurately. my point is there are too many of them.

As you will also be aware oddly, a significant percentage of Stock in PRSM are held by employees that may contribute to the company weakness I highlight , why do ' Fat Cat last position guys go ' ? they don't unless pushed and for £$€ . The goal is to stay in hopping for a company buy out. They are ' legends in their own reflections '.

Where are the new Big Logo Global new customers ????

There aren't any , you may know of them if you work their . But any other failing is that if they exist then why won't they go public with PRSM with joint announcement PR etc.why ?????

Companies of comparable positions as PRSM in their sectors have NEW Logo's and Testimonials in their quarter results PRSM can't , wont, don't = poor

I do agree 100% with the CEO's commentary re US listing YES they need to do this as an industrial Estate in Warrington company is laughable .

Hughie you my friend know all these points are correct. I'm back in at 1400 with 100K shares so YES I'd like all the good that is possible to be delivered. Perhaps a CISCO former Executive is what is needed , The Timoc guy is week and VMware Guy he could be good if from EMC heritage if not a fluffy failure I fear , I'm hoping for 30% growth in New Logo's and profitable come Oct . Here's hopping again HGW

[hazl] 15/1/2021 12:07

As well as having more holdings in these next-generation leaders than the managers’ other portfolios, Foll comments that many of the stocks in HOT’s portfolio are also not dependent on the health of the economy. While some companies, such as Scottish housebuilder Springfield Properties, are quite economically sensitive, others, such as Ceres Power and process automation software company Blue Prism, are far less so. ‘The portfolio benefits from being quite esoteric and not being too exposed to the economy when the economy has been quite difficult,’ the manager says, giving the example of Mirriad Advertising (another early-stage holding), one of the best-performing stocks in the portfolio during FY20. ‘Mirriad has really interesting technology. Using pre-existing video content, it can retrospectively and seamlessly put advertising into a film, for example making a coffee cup branded. It has a partnership with Tencent and has just signed up a big US broadcaster. It is completely scalable, and if the technology is adopted widely there is a lot of growth potentia

[hazl] 15/1/2021 11:54

PRSM One of Henderson's top ten holdings.
Thanks to someuwin on MIRI billboard.

[hazl] 15/1/2021 08:36

I intend to add at some point but it is not easy for me today.

This is a great company.

IMO