Blue Prism Share Discussion Threads

[reb_ban] 05/6/2021 19:25

It looks 'Value' at these levels but that exorbitantly valued US market is waning the confidence somewhat...

[justing550] 05/6/2021 19:02

I guess those of us who are backing this long term will be proved right or wrong in the 23/24 financial year.

[justing550] 05/6/2021 19:00

Telefónica

[chaphillnc] 05/6/2021 18:43

Seriously? Name a BP client

[hazl] 05/6/2021 17:54

Blue Prism was the first,well known and I believe has a lot of loyal customers.

[reb_ban] 05/6/2021 16:13

They are not reducing their uptake of RPA licensing buddy, it is being modified and adapted to their individual businesses, what is so difficult to understand here?

[dannyboylife] 05/6/2021 16:01

You have to be living under an RPA rock to not know there are more and more enterprises reducing their RPA licenses as they accelerate moving or upgrading legacy systems. Many examples and IDC, HFS, Forrester, Gartner, IDC are reporting on these moves. And when RPA vendors play beyond RPA as PRSM is trying to do, they meet fiercer competition. hxxps://appian.com/resources/resource-center/google/gartner-move-beyond-rpa-to-deliver-hyperautomation.html

[reb_ban] 05/6/2021 15:38

Danny its good to have 'Real' understanding of the markets that you invest in buddy otherwise you may just be selling yourself short!

[gundersone] 04/6/2021 17:44

Danny,
I’ve been working with RPA since 2016 and I haven’t seen any customers reducing their no of bots, instead they are all expanding the use, both UIPath and BP. Do you really know about users reducing, or is it just your own thoughts about the future ...

[dannyboylife] 04/6/2021 17:15

Reb_Ban ; RPA in manufacturing? Are you dreaming? Robots yes, RPA, very little.

mccore ; that was before MS and many other vendors started giving main stream quality RPA away for free or bundled. Anyone on here that does not think all RPA vendors are not under serious price and competitive pressure is reading too much marketing. Even Gartner's view is changing.

[reb_ban] 04/6/2021 14:59

One segment of the market for RPA Danny...But you or should I say the 'Smart Investors', fail to understand that you cannot digitise automation in that huge industry of manufacturing and that I believe is where Blue Prism see's itself growing exponentially!

[mccore] 04/6/2021 14:57

Don't think so Danny - RPA expected to grow by double digits through to 2024 at least. Market to reach nearly $2 billion in 2021 alone:

hxxps://www.gartner.com/en/newsroom/press-releases/2020-09-21-gartner-says-worldwide-robotic-process-automation-software-revenue-to-reach-nearly-2-billion-in-2021

[dannyboylife] 04/6/2021 14:50

Reality for RPA is that RPA bots are mostly temporary (a few years). Even people working within RPA at the business or implementation levels can be surprised when applications or processes they use RPA against are eventually replaced or digitized - effectively making bots redundant. It is a myth to think this is not just happening but accelerating.

This is not unique to BluePrism but what I am seeing is that organisations are replacing the need for bots and so the RPA vendor sales teams are constantly selling into accounts that either already have too many licenses and / or needing to reduce their fragile bot real estate with something more long term.

This should not be a surprise to anyone here but combined with the numerous RPA vendors and reducing pricing for RPA licenses makes this challenging. Smart investors know this.

[reb_ban] 04/6/2021 12:49

Undoubtedly there is 'Value' to be had at these price levels...But that depends on whether one's willing to entertain in a clearly 'Overheated' US market...Invest but just keep some of your powder dry as I am!

[mcmather] 04/6/2021 11:29

Since 22 Mar 2021 there's really only been one 'positive' day - 22 April 2021. Kingdon deserved a 'penalty' of sorts for putting the following in that last RNS - utter jibberish to most folk - but this near 2.5 month continuous fall does not seem natural.

"Our multi-tasking software robots that work directly from human readable process description documents greatly increase the scale, productivity and capacity of our digital robots to carry out end-to-end complex process automations......along with strategic business outputs and support for strategic digitisations and automation capabilities" ??!?

[ipsissimosity] 04/6/2021 10:40

They’ll have to introduce negative pricing at this rate. Each day it drops, seemingly for no reason. One of Mr Market’s manic phases, in my view.

[reb_ban] 04/6/2021 09:51

Shorting hmm, which my commentary clearly demonstrates!...But it's good to be objective Justin unless one likes to lose their readies readily, if you get my drift!

[justing550] 04/6/2021 08:44

Hope you guys who have been shorting this have made a whole heap. The long term investors amongst us really appreciate the discount!

[scepticalinvestor] 04/6/2021 07:38

Straight trend line to about 780 i would say.If that goes then it is time to say goodbye to Kansas

[reb_ban] 03/6/2021 22:38

Don't be so bloody ignorant buddy, shorts destroy companies...

[joep1] 03/6/2021 22:10

to luimi8883: You are spot on !!!
But only people who actually use BP know the strength of it within the RPA market.

Customers is what counts for BP. Telefonica, Deutsche Bank are not just customers. Before they stick their mission critical processes into a BOT, they make d... sure its future proof. What luimi8883 is explaining is exactly that. 12toes...you might learn something - if intellect allows.

So...
revenue and market share.

Shorts are artificial.

[reb_ban] 03/6/2021 15:39

The shorts seem to be increasing again MC...But the sector does seem to be out of favour with investors currently but consider investing whilst others avoid, rotational investing will soon be back into 'Growth' stocks...I'm accumulating but still wary over those existential threats to the wider markets sustainability!

[bluepeter1] 03/6/2021 14:54

Yep, share price seems to be going to the dogs at the moment. Can’t see a justification for it myself.

[mcmather] 03/6/2021 13:11

The shorts, from 10 May 2021 to the present day, appear to be down 54.97%;

Bizarre thing is that in the same period the share price is DOWN circa 17/18%.

[reb_ban] 03/6/2021 11:54

I'm very much invested here as I thought slightly higher was interesting ​but with the numerous shorts by ii's open and active, its causing some concern but I continue to hold in the hope for a mini-revival shortly...