Blue Prism Share Discussion Threads

[windsor430] 09/12/2017 10:36

Partners having multiple vendors - yes, changing $licenses (&models) - yes, new mkt entrants - yes... but we are still v early in overall market penetration. You obv know a lot - so you must recognise that there are 1000s of banks, insurers, tax, telecoms etc the World over who are barely in pilot mode? That’s before inevitably a Digital workforce platform moves into retail, logistics, government, housing etc... and dare I say, adopts machine learning capabilities. Maybe not AI, but it’s not a huge leap of faith to imagine a PRSM, AA or UIP max-ing either?

[dannyboylife] 09/12/2017 09:56

All your points are valid to an extent. I'm just pointing out whats being said outside of blue prism.. the market BP is in and created is about done, that's a fact. No patents, loads of very very viable competitors killing any significant rev stream going forward with little diffential. Even some of their origins partners have built their own RPA now.

Someone pointed out you don't get fired buying IBM but forgot IBM selected Automation Anywhere. Someone else said AI justifies Blue prism price but I haven't seen any products. Workfusion invested way more in AI ...

[windsor430] 09/12/2017 09:31

I haven’t said they do or don’t do AI? The IBM point is a management expression - pointing to the fact CIO/CTOs will pick the top enterprise solution (eg Salesforce for CRM, AWS for infra etc), which PRSM is, so as not to jeopardise their career. Upsells do not ignore new biz - because they also give no’s on new clients?!?!

If I could invest in AA & UIP (are you their CEO?) I would, to hedge & because they are strong - I’ve not denied that & pointed to their opps... because as I’ve said - competition is good, the industry has huge growth, & more than one will win. AR is 5yr old tech & only just been adopted by Apple in their latest OS, VR will take ten years, self-driving cars tech similar... that’s my point about Moore’s.

I actually quite liked the fact PRSM had the guys who created RPA - they prob use that to their competitive advantage... Ted talks etc.

[dannyboylife] 09/12/2017 06:32

And you didn't answer the point about Blue prism AI product that doesn't appear to exist but you said RPA is now about AI. do they have one?

[dannyboylife] 09/12/2017 06:29

Choose to listen only to bits your ears attune to.

Price per bot. AA is now more then 5-10x less than 2015 license price due to real competition from AA/UIpath/Pega/Nice/Kofsx. Ask blue and remember, procurement buy.

2.2 upsell from a few pilot bots proves the opposite to your point. Few large deployments they admit to. In 12 years? Core tech is very old.
Bots ARE being replaced/retired. Check your facts. it's not hard. customers use multi products.

You forget IBM reselected AA.. not blue.ouch, your IBM point?

All of the top partners use and talk about and use all of the RPA vendors. No loyalty tells you Blue doesn't have the edge you think.

UIpath have some very large wins. AA, Pega, Nice, Kofsx, even more.

I've mentioned all this before, but your love fest and bias is equal only to mine..

[windsor430] 08/12/2017 21:46

My last response to you evidenced the 100% retention rate & the 2.2 x upsell rate + others have since commented on av. $transaction value & total RPA market $value... Forrester research demonstrated PRSM $ROI capabilities. AA is the only other vendor to hold an event on the scale of PRSM (who have done 3 or 4?)... Their partner brands are bigger than all those other 25 RPA techs & have huge branded installations. Do tell us the $rev's & growth of UIP as context, so we can compare to the RNS's PRSM announced?

If PRSM do c.$38-40m this year & $84-90m '18-19 - that represents huge growth & gained market share. Competition will drive it forward, but only 3 or 4 will be the premium / enterprise grade solutions (& no-one ever gets fired for choosing IBM)... and maybe only 1 or 2 will truly be a platform that developers, partners & digital workforce installers build on = then Moore's law will propel them onto dominance.

[dannyboylife] 08/12/2017 17:16

So, what AI is Blue building/selling again? Oh, nothing.

[dannyboylife] 08/12/2017 17:14

FFS children. This is a public forum. I've told what I want to share so you can draw any conclusion from that. It's my day off today. You don't actually have any viable response to anything I've said which if you get your heads out of the sand you can also find out for yourselves. You only read public marketing instead of analysing the actal RPA market. Blue Prism is now just one of over 25 vendors all capable of competing but little to choose between any of them. I do have an axe to grind but so what. You guys spout off but make stuff up as you go along. Read, research and dig ... It's not hard.

[bamboo2] 08/12/2017 16:19

We have questioned dbl's motivation here before, but not had a satisfactory answer, unless I have missed it.

He never provides any concrete evidence to back up his posts.

He must be either short himself, or employed as a de-ramper.

Sometimes things are as simple as they seem.

Chart added 14/12/2017 00:02am [mainly as a reminder for my own use!]

[ambelmax] 08/12/2017 16:11

Danny, did you get fired from Blue Prism? You don't comment on any other stock just Blue Prism.. when you say Blue Prism does one eye start to twitch!

[bokies] 08/12/2017 16:00

Go Danny go go go

[dannyboylife] 08/12/2017 15:54

I haven't seen any ai technology from Blue presented. U Ipath and wfusion yes.

[ambelmax] 08/12/2017 15:04

It sounds to me like the HFS report is saying the real big bucks are in AI over RPA... Isn't that Blue Prisms road map anyway??

[ibrarfaiz] 08/12/2017 14:46

Does anyone have a link to learn more about all this technical talk fibonnaci 61.8 is 1040 etc. So that I can understand and learn.

Also similar link for chart techniques

Any info helps me keen to learn and trade more

I brought at 1100 and sold at 1540. But that was more luck, would be cool to have more concrete analysis behind what im doing

[croasdalelfc] 08/12/2017 14:18

Hi Superg Thanks for the reply.I also wondered if you had cast your analytical over Opti - there is a poster on that thread called Elrico who has done a lot of research and seems to have comms with the CEO Pm me if you want to keep this thread to PRSM Ps I'm grateful for your research on VRS - I also researched a lot and have a scientific background - in fact I'm so confident on VRS I don't read the thread - I'm waiting for £3 before selling any.For Chartists here the Fibonacci 61.8 is 1040 , let's see if it drops that low .Boo did yesterday and bounced but only 5% - I'm trying to add chart techniques to my understanding of markets ;)

[dannyboylife] 08/12/2017 14:14

The problem is they are not taking these large customers beyond small pilots because the same customer names are showing up at competitors. If you have evidence otherwise, show me. UIpath are announcing larger deals and their price is 1/5th for the same license. Look at latest report from HFS supporting what I'm saying. You guys like HFS so read on.

[volsung] 08/12/2017 14:14

Live Roboter Live!!!

[whirlpooljoe] 08/12/2017 14:13

I agree, this thing is taking off. Abelmax - you can see from the RNS announcements how all the investment is in sales & marketing hires and they specifically demonstrate that the revenue is product based, not services. This is all about building recurring revenue (I like your housebuilding comparison btw, marginal cost of software is zero). Look at the 100% renewal rates. No one switches these robots off. Last year total contracted revenue was £32m based on fewer than 200 deals. This year we have 600 deals. I'm expecting around £90m in newly contracted revenue this year.

[ambelmax] 08/12/2017 13:42

Here the way i look at blue prism… Revenue increasing at over 100% per year

Customer adoption tripled in the last year! 609 new customers in 2017 209 in the first half and 400 in the second….

Headcount doubles….

But my question is how many man hours do blue prism need to spend on the recurring part of the business. If they don’t have to spend much if any time on the the recurring business then presumably they are all working on new revenues.

(a house builder has to do the same work to build house number 2 as it did to build house number 1)

Partnerships… massive customer names…

Stock options to recruit the best talent!!! If your a star talent doesn’t this seem like the way forward?

I just think this is the best stock i own!

[runthejoules] 08/12/2017 13:15

Talia I'm thinking about buying *more*... Bamboo2 are you in?

[dtaliadoros] 08/12/2017 08:44

Buy buy buy!

[ashehzi] 08/12/2017 00:11

I'm long since 800 but didn't like losing paper money. Well smart people sell and buy back which I didn't.

[high park] 07/12/2017 17:07

This the graph, superg1?


free stock charts from uk.advfn.com

Not of much comfort to those who bought at 1632.

[superg1] 07/12/2017 11:37

Croas

No I've just been watching having spotted PRSM as such a big mover. An example of what the market will do on one they think has promise.

The trend changed to a more steep climb in Oct/Nov and all the retrace has done so far is hit it's support line where it would have been if it had continued at the same pace in the months prior.

With such a great chart any retrace is no doubt entirely dominated by the chart trader type. As some are saying they will have this as a support level and watch to see if it holds and bounces.

Traders will sell on support broken but then equally buy at touch higher prices of resistance broken.

MMs typically use results time as an topic to screw around with where they want it to be to get stock etc.