Blue Prism Share Discussion Threads

[moonboots222] 15/11/2017 15:36

What a fantastic intraday turnaround. Shows that the sentiment is underpinned by solid fundamentals and growth prospects are still strong.

[hazl] 15/11/2017 14:56

Interesting Windsor.

[hazl] 15/11/2017 14:55

It's as much about the Dow dropping and mood for risk souring than anything else to day I think.
Some important figures coming out this week that will affect sentiment.

[montyhedge] 15/11/2017 13:45

Sogosit
Its funny, a company captures investors imagination, then figures out brings everything back down to earth. Scisys plc robotic side as well profits and dividends, market cap £37m, Blue Prism £788m market cap, some way to go yet for profits and dividends. But do like both.

[ashehzi] 15/11/2017 13:39

Thanks Hazl

Daily broker views url:

[hazl] 15/11/2017 13:35

I think things might be turning here...
could be wrong but I think so!

[hazl] 15/11/2017 13:24

1750 Target price broker forecasts apparently.

[hazl] 15/11/2017 13:17

MORE GOOD NEWS



' Blue Prism is currently the poster boy of a disruptive technology that naturally attracts a lot of hype. Its results like this that prove this is being translated into solid customer relationships that are delivering for the client.'

[testbot] 15/11/2017 11:54

Accelerated number of new customers in the quarter. More than 70 new customers between 28. september and 31. october.

Q3: 206 new customers + 271 at q2 = 477 customers

28. september – in the news regarding the new version of blue prism
“Incorporating investments from over a decade of software development, this version proactively includes insights from over 400 global enterprise customers.”

27. july – in the news regarding the expansion in Tokyo
“As the demand for automation solutions has increased, Blue Prism’s customer base has grown to more than 320 global organizations”

Q2: 271 customers

[hazl] 15/11/2017 11:32

table useful

[hazl] 15/11/2017 11:27

Yes, I have felt I like to be honest on this thread having been in it from early on.
The thing is we don't always get it right.
Sectors go in and out of favour,doesb.
It isn't always about the individual company themselves but about a multitude of different factors.
Sometimes a drop back is only temporary,or it can be a sign of wider stock market weakness.
This is where individual judgements have to be made.

My advice such as it is ,is to look at useful sites such as
Schwab sector views,where it indicates when they think things might change until you get better at judging it yourself.
You only have to look at the gold shares to see how sectors go from boom to bust.

[doesb003] 15/11/2017 11:19

Thanks Hazl

[doesb003] 15/11/2017 11:09

And I thought this was a nice thread where people actually shared their insights.... I know my own limitations, and interpretations / predicting which way a stock is going based on market movements is one of them.

[hazl] 15/11/2017 11:07

Doesb there is a lot of market weakness at the moment,investors are jumpy is the short answer.

[bamboo2] 15/11/2017 10:45

doesb003, do your own research.

[bamboo2] 15/11/2017 10:44

hazl, agreed. A known multi-handle poster. Zero credibility.

[doesb003] 15/11/2017 10:44

Bit of noob with these things, but is the reason for this drop due to the news of the CFO transfer, eventhough the news is that they are ahead of their own expectations? Or did the market expect them to exceed those expectations even more than what was reported?

Kinda expected a sharp rise actually :p

[hazl] 15/11/2017 10:38

STIG You are so boringly predictable.

IMO

[rampmeister] 15/11/2017 09:36

Previously revenue consensus for current year was around 37.5m. Now indicationg higher so maybe 40m. +. Does anyone know when escalating revenues will translate into profits.

RM

[ashehzi] 15/11/2017 09:29

I used to work for Xchanging in the past and i guess Ken left in 2013 to join prsm later on as non exec director. Xchanging was good when he was in charge.

[the stigologist] 15/11/2017 09:08

CFO transition always a danger with these sorts of companies where product is intangible and revenue/cashflow a moveable feast. XChanging did not have a good record on that front and had a whiff of scandal around it if I recall correctly?