Blue Prism Share Discussion Threads

[hazl] 21/5/2017 10:22

The digital currencies as well will have to sort themselves out.
I like satoshiPay but am unsure of a clear winner yet if I'm honest.

[hitsha1] 21/5/2017 09:56

softbank just raised 90b to invest in tech, i think this will go to £50 if not more.
this is not a bubble but i remember the tech bubble, likes baltimore tech, and the rest, were over £100 a share, i also own G4M, ALT,D4T4,

[hazl] 21/5/2017 09:19

Thanks Sogoes it.....that's what these bbs are about at their best..a sharing of information.

As you know I'm more the macro thinker you are the numbers guy!

It's a time of the fifth wave/phase of the digital connected economy according to Alison Davis and Matthew Le Merle.
They believe we are at the 'beginning' of a tec tonic shift...

the beginning.....

[dan_the_epic] 21/5/2017 09:09

EY touched on that at the CMD. They currently use three robot providers, of which Blue Prism is one, and they are introducing a fourth.

[nimbo1] 21/5/2017 07:34

hxxps://www.thetimes.co.uk/edition/business/robots-to-take-30-of-graduates-work-auditor-warns-d69rtmqtj



One of the world’s largest consulting firms is planning to use apps and robots to do 30% of the workload of its employees.

EY said it would automate tedious administrative tasks over the next five to seven years. This, the company claimed, would enable Millennials to become partners in their twenties — 10 years ahead of schedule.

The company, which has 231,000 workers worldwide, has insisted the roboticisation of its business is not a ploy to axe thousands of jobs but to make its staff more efficient.

“A lot of graduates are in the office until midnight adding information into spread sheets,” said Harry Gaskell, EY’s chief innovation officer for UK and Ireland “That knowledge is now in machines, so we can free up graduates to do more entrepreneurial projects.”

Concerns are growing that large swathes of the British workforce could become obsolete as robots take over white-collar roles, as well as manual labour.


Banks and other financial services companies have been shedding tens of thousands of staff as customers increasingly turn to online services.

EY is planning to follow a similar path to British insurer Aviva, which asked its employees in February if their job could be better done by a robot. If the answer was yes, they would be retrained for another role.

Research by Oxford University recently warned that 35% of jobs in the UK were at risk from automation over the next 20 years.

A similar report by management consultant McKinsey warned that 86% of bookkeepers, accountants and auditing clerks could see their jobs taken by robots.

[sogoesit] 21/5/2017 05:05

Having completed the half year and awaiting results let the guessing game commence on what the numbers could be (assuming the only way to value this is on a sales multiple):
Trailing Year 2016, at £35m contracted revenue and £8 share price values the company at 14.4x "total contracted sales revenue".
It looks like the half year could have doubled the new customers adding 87 new to 96 existing at 5 months in and 40 upsells compared to the 81 for full year 2016.
So, let's say that's a double plus a bit for the half-year 2017 making £75m in round numbers.
Valuing that at about 14 times gives £1.05 billion or an share price of going on £17.
That's just the half year.
Even if everything tails off for the remainder of the year a full year target of £17 looks achievable if, say, sales come in at £125m valuing at 10 times gives £1.25 billion or £20/share for the full year.
The only glitch being whether the market is valuing at the half year or the trailing year. But at £8 I doubt whether it is valuing the full year 2017.
On other assumptions £10 now looking achievable near term.

But, for me, that's a double from here for the full year 2017. Cheers!!

[hazl] 19/5/2017 17:11

Don't worry big fella I could have played many of
mine better over the years,at least you made a profit.

[the big fella] 19/5/2017 16:38

Alas another I got spooked out of way too early.

[sogoesit] 19/5/2017 16:31

At this rate some folks might be "going out" for longer than the weekend ;-)!!

[tdog1975] 19/5/2017 15:52

Wound not want to be out for the weekend... ???

[nimbo1] 19/5/2017 15:47

agree with both those comments.

[djbilywiz] 19/5/2017 15:45

Looking good since my recent trade. Maybe I should break my own rules more often!

[hazl] 19/5/2017 15:41

Indeed. Nothing is certain in life.

[dan_the_epic] 19/5/2017 15:38

Nimbo. I guess so! Mind, I'm more interested in how this pans out in 12 months or whether there are things along the way that knock back my thesis to not enter

[gorilla36] 19/5/2017 15:37

There is also an extensive article in IC this week about Blue Prism, may have something to do with the large rise.

[janeann] 19/5/2017 15:18

I assume the feeling amongst the fund managers in the room yesterday was such that they are driving the price.

and yes hazl - I did re-adjust my holding some months back and it is perhaps not as large as it might have been but I am not unhappy!! Clearly a big mistake topslicing a few at 8.35 today though!

[eh9] 19/5/2017 15:17

Investec upgraded to 880p legitimizing the current share price rise

[nimbo1] 19/5/2017 15:12

this is getting silly : ). are there any rumours out there? Dan it seems the rest of the crowd were rather more impressed than yourself at the capital markets day...

[hazl] 19/5/2017 14:53

I will add janeann, well done for ignoring the naysayers....
I've noticed where you hang-out,if you get my drift.

[bamboo2] 19/5/2017 14:43

Been looking at the chart pattern here again. I think this is a candidate for a High and Tight Flag, as described by Bulkowski. Needs eod close above 803 to confirm.

tp approx 1064

[mirabeau] 19/5/2017 14:38

Amazing, absolutely amazing. I'd like to know what's driving this.

Congrats to all those who've made some decent money

[nimbo1] 19/5/2017 14:14

hazl I hope at least part of your holding is in an ISA

[hazl] 19/5/2017 12:56

I am truly amazed by it as well Janeann.
It has surpassed even my own expectations and even though I am sure I will always keep some, I have even sold a few along the way.

A brilliant firm.

IMO

[janeann] 19/5/2017 12:24

well done hazl for spotting this so early and being so positive throughout. (and thanks for bringing it to my attention!!)