Blue Prism Share Discussion Threads

[gokarna97] 18/5/2021 18:15

Sylebra Capital have been steadily reducing their short from 4th May to 17th May ... now only stands at 0.77%. I assume those were the big buys, and very soon we will bounce back up. GLA

[elsa7878] 18/5/2021 16:41

Uncrossing trade. End of market matching of buyers and sellers.

[pcmal] 18/5/2021 16:38

Someone is buy heavily at the end of the day. There was similar buy yesterday as well.

[bluepeter1] 18/5/2021 15:12

Amazon relationship looks strong

[hazl] 18/5/2021 15:10

I like this company and feel some loyalty to it but it is affected by the
natural rotation from technology stocks to commodities.

The posts above are all noise.

Sure if a founder sells out and you anticipate a drop then it's up to the individual how they play it.
I said many times where I stand I have mostly taken mine off the table.
I cannot stand shorting.
I don't think it's clever but I do think that the stock market can come up with the odd surprise and I hope that PRSM wins through.

[mccore] 18/5/2021 11:42

Green now ... I'm guessing this news prompted buying this morning:

18th May 2021: BofA equity strategist Felix Tran picks Blue Prism as primed to take advantage of accelerated digitization of the economy, and technologies like automation and artificial intelligence being rapidly adopted:

[danschmeidler] 18/5/2021 11:25

so ehhhhh here we have the ehh ehee ehhh digital woooooooorkers. waaaaaaarkers. ehhhhhhhhh. i mean guys should check out Twilio guy. GO check him out and how he says the vowel like aaaaaaaa eeeeeeee uuuuuuuuuu. i mean not comparing the two. but there it's cloud voicemail. i would rather go to twilio where talking funny is always acceptable as well. but here it is more like doubt. guy is not sure. that's why he is hesitant. i mean i thought that was already priced. like for sure a stammering ceo would have that already priced into the stock. but no. now it looks like the stammering hasn't hit the stock price yet. unless they miracoulously recover. like shoot through the roof. all of a sudden everybody wants BP automation round the clock everywhere. like a breakfast dish. cereal.

[danschmeidler] 18/5/2021 11:05

Blue Prism Cloud should be at $30 million sterling revenue and growing but there is just a lot standing in the way of Equities plus the company seemed a bit out of touch explaining their true rationale with BP Cloud. They only mentioned greater mid-teer access but didn't really dwell much on the prospects of getting to the $30 million which would be the trajectory of $3million to $10million. a threefold. so market needs to see a few threfolds like that and right now that is just not priced in. Could be a long haul and then the dilutions, the generous compensation packages to sales that is out of touch and weird (i did my scuttlebuting calling sales and also leaving messages for Mr. Kingston. I am sure if he checks my voicemails he would know about me. I talk to him straight. He never responds so I have to use my intuition of what is going on mainly but I gather they are socialists that all stand on top of Kingston head. Could be Putin, Could be Erodgan, Could be the Ayatollah, could be anybody right now running the show, but okay if you are in sales it's fine you get paid but if that's the direction it's going with the dilutions then you better cash the second you can exercise your options because they just keep going that way. The other thing is the acquisition in itself is not accretive to earnings. I do not think the company has made that statement. It just feels overall strange. The statements made. Sometimes it's confusing and out of touch.

[mccore] 18/5/2021 11:04

18th May 2021: BofA equity strategist Felix Tran picks Blue Prism as primed to take advantage of accelerated digitization of the economy, and technologies like automation and artificial intelligence being rapidly adopted:

[12toes] 18/5/2021 10:05

Listen very carefullyI can hear 900p calling

[12toes] 18/5/2021 08:34

Blue Prism has been on ASVFNs most shorted list for ages That should be warning enough to keep away BWAHAHAHA

[danschmeidler] 18/5/2021 08:06

I am just cautious and I gave company benefit of the doubt but it is certainly not as bad as ZIXI's situation. But this one does not seem to really have good prospects and then you are looking at acquisition and the market is not telling you that the Blue Prism Cloud contribution to revenue is at $15 million right now. I mean are you going to want to wait for the reporting? If you want to this right sure do it with ZIXI which is getting barely break even now? I haven't checked lately, but BP Cloud is still a drag on the financials for a while and it is really not that clear what was going on and how going forward this BP Cloud would get to the let's say $100 million annual revenue. It's at $12.5 million sterling last time I checked. Prior to that it was $3 million singlehand through BP Cloud and then it went to $10 million sterling. Last time the report was $12.5 million sterling. So market was possibly factoring in a greater contribution from BP Cloud. Right now there is just too much pressure too ascertain the trajectory of revenues from BP Cloud. Market is not liking the number so you have to respect market here. It gets personal I suppose but I don't know exactly because I am not going on getting drunk with fellow British people, I suppose. Is that what you mean? Not sure what is not clear here. It's just math and the whole thing around it. I see what you see. Let me know if you have any questions.

[12toes] 18/5/2021 08:05

989 it was soooooo obvious

[elsa7878] 17/5/2021 21:52

Not a shareholder but man you are bitter about something. Love to know what it is.

[danschmeidler] 17/5/2021 21:10

At first you think those guys sound like the people that fended off the Germans and did not put Jews on trains to let them just die there. That’s the first impression. Nice job faking it. Losers. Let’s see where this one is going as far as British people complaining about capitalism and the market place. Get off your high horses folks. British always say better have an Arab than a Jews. Mentality Makes sense looking at thought o’ no me.

[danschmeidler] 17/5/2021 21:05

Blue prism = Usual european crowd at a soccer match and as you walk out of the stadium / arena you look for some Jew bashing. “Jude, Jude, Jude” oh the sheer pleasure of getting it in with the crowd hugging and jumping and putting your middle finger up in the air and screaming “Jude Jude Jude”. That’s where these poor souls are heading. Blue prism. More like red sichel.

[danschmeidler] 17/5/2021 21:02

The company as a whole can soon be worth the equivalent of what it paid to buy out a resold version of itself build out on the cloud. Msft and Amazon come out winners as they continue to dominate while wannabes that are really not made out to be as proclaimed but rather just bloated visionless uninspired and ultimately jealous despiteful and hateful. Blue prism appears more like a red swastikas of fascist or socialist anti capitalists just hating on Jews. The usual crowd in other words.

[danschmeidler] 17/5/2021 20:57

You have to look at strategy and execution. Blue prism cloud looks not only like a mishap but a deliberate act of corporate sabotage and potential fraud. On the one hand you have 10 million shares between the insiders but insiders holding shares in the company is not enough to justify poor execution or bad decisions with catastrophic consequences to the viability of the company and its equity section.

[frankelhell] 17/5/2021 20:41

Clear 50 percent markup on PRSM for a PEG of 1.0.

[hatfullofsky] 17/5/2021 18:35

PATH now valued at $35bn with $700m of cash, it's an absolute no brainer to take out PRSM when valued < £1bn on a cash and share deal.

We're valued the same as we were in Q4 2017 (when we had ARR of £35m), with solid support at 800p so a 20% downside with a 50 - 100% upside.

[lsoc85] 17/5/2021 18:01

Quick market comparison.

Automation Anywhere trading at c.20x revenue

UI Path trading at c.55x revenue

Pegasystems trading at c.10x revenue

PRSM at <6x revenue

This is entering the realms of severely oversold. The market is punishing PRSM. Proper mugging them off.