Blue Prism Share Discussion Threads

[lsoc85] 19/4/2021 08:17

UiPath IPO expected 21 April 2021 -

Anticipated market cap of c.$25bn on revenue 3.13x PRSM's.

Puts PRSM's potential market cap for US listing at $7.99bn (£5.79bn) at current ex rates.

[dg1966] 16/4/2021 17:39

Dog Stock, Just jest worse by the day

[mccore] 13/4/2021 19:06

500 New customer wins in FY 2020

Huawei & Bristol Myers Squibb are just two of the large new accounts from memory

[dg1966] 13/4/2021 18:48

That Memorable hey , FTSE 100 .5000 licences company ???

[dg1966] 13/4/2021 18:24

Maybe, do you re-call any of them ?

[mccore] 13/4/2021 18:12

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

[sunnysideup1] 13/4/2021 12:44

Thanks both.

[batresearch] 13/4/2021 09:01

That was just an option exercise, which is usual for tax reasons in the UK

[dannyboylife] 12/4/2021 22:42

UIpath is chasing a different market now and taking on Microsoft RPA. MS offer their equivalent for free and why UIpath is in a rush to IPO. Look at the new Forrester RPA report, where PRSM was once a leader and where MS suddenly leapt ahead of most. It is anyone’s guess what will happen to this space now there are 100s of vendors and open source accelerating. PRSM should keep the high ground on quality over quantity perhaps!

[sunnysideup1] 12/4/2021 17:30

It is a Mystery why PRSM officials sold their shares. I would like to understand the reasoning.

I also note that none of the UK tech fund managers own the shares. Why not? Maybe they are not convinced about its future prospects?

Any thoughts.....

[sunnysideup1] 12/4/2021 17:27

Uipath IPO has been filed. It made a loss on $600m of revenues. And expected to be valued at $25bn .That is 40 times revenues. Granted it is growing at a faster rate than PRSM but even so PRSMis at the wrong price.

They need to pull their f8nger out and float on NasDaq.

Uk institutions are muppets.if they are not careful this is another Uk tech company that will be bought out on the cheap.

[sunnysideup1] 12/4/2021 17:25

Uipath IPO has been filed. It made a loss on $600m of revenues. And expected to be valued at $25bn .That is 40 times revenues. Granted it is growing at a faster rate than PRSM but even so PRSMis at the wrong price.

They need to pull their f8nger out and float on NasDaq.

Uk institutions are muppets.if they are not careful this is another Uk tech company that will be bought out on the cheap.

[orm5] 30/3/2021 16:31

And lately keeps running in the wrong direction :)

[hughie1234] 30/3/2021 16:13

Its Like a race Horse - it just aint fancied!

[mccore] 29/3/2021 15:28

How dare he make £124,234 from exercising share options granted in 2018 as part of the CFO remuneration package!

[rampmeister] 29/3/2021 14:53

It’s understandable. People just followed the example of the CFO and his massive share dump.

RM

[mccore] 29/3/2021 13:39

"Or just frustration of the share price ?"
Frustration with the CEO's frustration at the share price maybe!

[mccore] 29/3/2021 13:24

Expect UiPath IPO within the next month or so - they are required to file public S-1 at least three weeks before IPO date. Most likely the S-1 was filed as late as possible to protect sensitive information.

[orm5] 29/3/2021 13:22

Was there anything behind some of the relatively low re-election votes at the AGM? Or just frustration of the share price ?

[mccore] 29/3/2021 11:22

UiPath have 6000 customers (as per S-1), not 8000.

Yes, it's hugely positive -
UiPath currently valued at 57 times sales
Blue Prism is at 8.75 times sales

Even allowing for a higher UiPath growth rate, BP is massively undervalued here.

[hughie1234] 29/3/2021 10:02

Ui Path have ARR of $580m which is around 2.6x BPs.
Ui Path growth numbers are 65% on ARR versus BP 21% for the same reported period. Ui Path have 8,000 customers to BP's 2,000 and have raised $1.8b to BP's $310m. As BP shareholders I take this as positive, no?

[mccore] 27/3/2021 12:38

UiPath files for US IPO, Blue Prism US listing to follow?

Sales of $607m Y/E 2021
$35 billion private valuation earlier this year