Blue Prism Share Discussion Threads

[hatfullofsky] 17/5/2021 16:27

This is very frustrating stock, I bailed at 1199p on 4th May but rejoined today just below 1000p.

ARR of £170m / Cash £126m / MCAP £960m

We know customers are very sticky, so this (for me) is in deep value territory and stabilise and climb or get taken out.

Tight stop, as always with PRSM

[12toes] 17/5/2021 16:14

Sub 1000p Here it is BWAHAHAHA

[dg1966] 17/5/2021 16:10

I read the RNS too . As I said ;
" Lovely story with no revenue attached from AN EXISTING CUSTOMER . BoD of fat cats Techo's playing with Tech loosing market share to PATH and AA"

This is a fallen start. I've been to two Blue Prism worlds all nice stories from the same customers ( EXISTING ) new products given away to them as loss leaders . They then as we will hear about later from their Marketing/PR poor department of awards to their existing customers that relate to nice stories as to how they use the products. Not New Customers , market share or customers buying estates of licenses , they do that with PATH and AA as part of a dual supplier strategy . Old and initial investment PRSM and progressive new investments in PATH and AA .

At these events the BoD wander around with their ' first joiners' ( Fat Cat washed up last job software sales guys ) entourage sucking up to customers who bought >4-5 years ago who now buy new licences from PATH & AA as their bot population grows its so sad to watch. its pathetic

[hazl] 17/5/2021 15:25

I'm afraid any weakness is down to tech being out of favour now as things go in cycles.
However I couldn't resist posting this as Prism beats Uipath!

'LONDON and AUSTIN, Texas, May 17, 2021 /PRNewswire/ -- Blue Prism® (AIM: PRSM), a global leader in intelligent automation, took home the 2021 National Innovation Award for Remote Access to IT resources, after a display of world-class ingenuity and innovation.

With 329 entries submitted across six categories and 22 finalists making the cut, Blue Prism rose above its peers, including runner up UI Path, by demonstrating technology innovation enabling work from home capability, productivity and experience.

Judges noted how Blue Prism helped a customer adapt quickly to the challenges created by the pandemic by developing a new process that allowed its staff to securely access servers remotely using their own devices. Blue Prism's advanced digital workers, powered by cutting-edge artificial intelligence, ensured that the solution had staff up and running in only two weeks. '

Take care people.

[danschmeidler] 17/5/2021 15:08

Now question remains a thought o me better than blue cheese or better than just regular Brie?

[danschmeidler] 17/5/2021 15:07

Thought o me was a hard cracker but when when it cracked it needed blue cheese.

[danschmeidler] 17/5/2021 15:06

Brie and crackers sounds good. Crack o whacko. Just thought o me.

[danschmeidler] 17/5/2021 15:06

More like a 99 million sterling write off. Just thought o me.

[12toes] 17/5/2021 12:28

The sub 1000p party is just around the corner

[mccore] 17/5/2021 09:59

<< I can see someone having the after Covid effects. Sometimes they affect brain cells until the head becomes gruyere cheese. >>

Haha - I think he's become slightly obsessed with Thoughtonomy Terry's £100 million lately.

[fuji99] 17/5/2021 09:52

I can see someone having the after Covid effects. Sometimes they affect brain cells until the head becomes gruyere cheese.

[bluepeter1] 17/5/2021 09:49

I think they could have left out the ‘lower end of the estimate’ part, £170m to £180m is a very tight guidance, in the scheme of things lower end of estimate is quite a small difference. Although I understand they are being transparent. Given the UK and most of Europe has been in a lockdown state since the last update it’s good to see they are still on track.

[mccore] 17/5/2021 09:44

Yep, healthy growth while prioritising R&D - very happy with that update!

[bluepeter1] 17/5/2021 09:40

Still growing at a good rate.

[danschmeidler] 17/5/2021 08:47

i mean you have 100 million sterling. what can you do with it? how about nothing and just use your heads and not the equity section of your business to do the work. What are you giving up? you must have known it was over before it was over because that's what that acquisition looks more like. Market right now is not saying BP Cloud is going to bring in the 30 annual million sterling anytime soon. looks more like 15 million annual revenue run rate for BP Cloud. market is usually right and it's not looking like the numbers are coming in right. even if it trades down to 9 sterling and then pops up to 13 sterling. the market is right if it goes to 9 sterling. has to be right. market is always right. rarely wrong.

[danschmeidler] 17/5/2021 08:42

back then: huge thing meant fending off the Germans. today huge means being acquired by Blue Prism. Where have you gone England. First they fend off the germans and do not put their Jews on trains to let them just die there. okay. good. then Margarate Thatcher fights the Flakland wars. okay. not bad. still sounding all right. Then TOughtonomy gets taken over buy a "huge" company????? are you serious? I think this has to be a software glitch. somebody check MSFT .NET plese. Or maybe MSFT Azure. somewhere in there has to be a glitch.

[danschmeidler] 17/5/2021 08:37

Thoughtonomy got bought out by a huuuuuuuge company. Graaaaanted this is a Brrritish company we arrrre speaking offffff.

[danschmeidler] 17/5/2021 08:35

$100 million to acquire something that looks like $1 million in labor cost. at best. next time pay somebody labor wages to build out your own technology in the cloud. or. when wait until they are profitable then sue. baaahhhhhh. sounding like goats these days. bwhaaaaaa. bhaaaaaa. i mean come on. "huge" company" buys out Thoughtonomy?

[paulisi] 17/5/2021 07:43

Not the greatest trading statement

[12toes] 14/5/2021 13:13

The sub 1000p party ain?t very far away now innit

[lsoc85] 14/5/2021 10:16

Haha! He starts each post like he's responding to someone. I have to sign in to see to see if someone's posted something. They haven't.

I'm saying smackhead.

[mccore] 14/5/2021 09:09

Calling Nurse Ratched to ward 7!

[danschmeidler] 13/5/2021 23:54

Blue Prism