Micro Focus Share Discussion Threads

[montyhedge] 20/1/2020 08:39

Good post, certainly agree they paid way over the top for HPE.

[montyhedge] 18/1/2020 14:29

I think sentiment for Micro got hit late Friday, IBM second downgrade in a week. Microsoft seems to be king.https://www.thestreet.com/investing/ibm-stumbles-again-following-second-downgrade-in-a-week

[shaker44] 18/1/2020 02:59

Interesting thoughts. But it feels to me like a kind of legacy business relying on a past strategy. And I don't trust KL who has been a big seller, and maybe will be again.

[brownbear40] 17/1/2020 20:54

As someone who worked in the IT industry here is my 2 cents - Contrary to their website/marketing material/RNS updates, Micro Focus aren't a traditional software company. I.e Instead of developing new software and selling it, a not insubstantial source of revenue is made up by them acquiring software companies/products whose software is already widely in use then extracting additional revenue from those customers through aggressively auditing them. This has been a successful strategy for them. New sales and audits just show on the balance sheets as sales, as a result it’s hard to quantify the impact of this strategy so I will caveat by saying it’s my opinion based off what MF have done in the past. What statistics do exist show that MF are nearly as aggressive in attaining audit revenue as Oracle, IBM and more than Microsoft – companies at least 50 times the market cap of Micro Focus -hxxp://www.clearlicensing.org/tag/audits/. This method of revenue generation is important because it’s not immediate and takes a while for deals to complete and figures to hit the books. My feeling is that although they overpaid for HPE there is value from the acquisition to be accounted for and this should hopefully take effect in the next set of results or the following quarter.

[as_trader] 17/1/2020 12:27

My thoughts on MCRO from a technical perspective https://twitter.com/AS_TRADER/status/1218143547754524673

[montyhedge] 17/1/2020 11:42

This was back in August, old but interesting.https://www.fool.co.uk/investing/2019/08/30/is-the-micro-focus-share-price-low-enough-to-buy/

[montyhedge] 17/1/2020 11:37

Full year.

[philms] 17/1/2020 10:46

Where do you get EPS of 168 pence for the year to 31 Oct 2018? First six months was only 71.62 pence.

[montyhedge] 17/1/2020 08:30

Interesting, Dodge and Cox one of the oldest and successful hedge fund built up a 17% stake.Then a couple of shorts, Naya Capital was short 0.73% according to Shortracker, a few more hedgies short, holdings under 0.5% don't show up now.I'm in the Dodge camp, that is some commitment 17%.Any bidder could get 17% at the right price.

[montyhedge] 17/1/2020 08:04

Way I see it, run to 1210p before 4th Feb, figures out, half decent, nice dividend , back on a run up again.

[montyhedge] 16/1/2020 16:15

Adrs up in US, down in UK, strange.

[montyhedge] 16/1/2020 15:33

Lol, trebled my money in Micro, just look back boys, even told you when I sold, hope you losers did not lose to much. Now a screaming buy at 1105p. Stoxx have you made any money to afford Advfn premium service, notice your still on for free. One day you may have a winner. Great this banter with these losers, who can't even afford Advfn subscription. Eps my forecast 168p, so at 1275p p.e 7.58

[stoxx67] 16/1/2020 15:31

montydon hasn't got a scooby doo, he's had more failures than a reliant robin.

[montyhedge] 16/1/2020 15:30

Ah filtered poster from the past, thought you died Orange1, hows it in the care home. Keep taking the medication your be ok.

[orange1] 16/1/2020 15:28

Yes old posters know that Montyhedge is as thick as two short planks, knows nothing about how the market works and nothing about Micro Focus the company. He is also a complete fantasist: bought at 635p sold at 2535p. Of course he did! On 13 January he posts the following: If those figures disappoint next month I can see 875p, I like a punt but wait and see figures first. On 15 January he posts the following: This is about to take off, looking good value, Hedgies are not normally wrong, I sold out at 2535p, now back in 20,000 shares at 1134p, also nice rns out at 1pm today. Figures I reckon decent, any bidder wants to see figures first, surely a bid around 1850p. Typical tosh from the over-excitable, herd-following, pea-brained fool. Bought 20000 and then posts all his usual drivel? Of course he did!

[montyhedge] 16/1/2020 14:48

Dime Yes bought yesterday, old posters on here know and if you look back I paid 635p sold at 2535p. Left alone for about 2 years. Now back in, Micro Focus have a legacy of profit warnings, they did before, then share price doubled following year. I'm think 4th Feb may not be has bad has every analyst think. Also one of the oldest hedgies, Dodge building up 17% stake, any bidder would really have to contact them. I'm looking for 168p eps. Who knows, but getting excited at this price, lol.

[dime] 16/1/2020 14:34

Monty...why not just wait and see how this plays out. You only bought yesterday!

[montyhedge] 16/1/2020 13:31

Any IT guys out there, seems talk of bid, with 40% to 50% premium but who would this fit with, Microsoft, perhaps, I no Open Text denied bid approach is it possible please enlighten me, IT guys could it fit, we have patented tech.

[montyhedge] 16/1/2020 12:55

Wonder if the hedgie Dodge will increase more, be interesting any large purchases go through.

[montyhedge] 16/1/2020 08:06

Naya Capital increased short to 0.73% on the 7th Jan according to short tracker. Let's hope they are short and caught.We will know 4th Feb when Micro figures released.I'm in the Dodge hedgie camp and bullish.

[montyhedge] 16/1/2020 07:45

I see Hedge fund Naya Capital increased their short position.Then another hedgie increasing long position.Let's hope Naya are wrong, lol.

[montyhedge] 16/1/2020 07:40

They seem excited about the rns.

[gabsterx] 16/1/2020 06:46

"Micro Focus (LSE: MCRO; NYSE: MFGP) today announced the release of Micro Focus AD Bridge 2.0, offering IT administrators the unrivaled ability to extend Active Directory (AD) controls from on-premises resources, including Windows and Linux devices to the cloud - a solution not previously offered in the marketplace. With AD Bridge 2.0, organizations can leverage existing infrastructure authentication, security as well as policy, in order to simplify the migration of on-premises Linux Active Directory to the cloud, resulting in fully secured and managed Linux virtual machines in the cloud." This is a very useful solution specially with so many enterprises migrating to Azure and using hybrid environments. This way you don't have to setup separate domains, GPOs for VMs outside your premises and even extends to Linux/Unix. Been out of the IT game for a few years so don't know if any other such solutions exist.

[philms] 16/1/2020 00:05

How do you get to 60 cents a share final dividend? 18 month dividend per share of 151.26 cents), equivalent to an annualised 100.84 cents (12 months ended 30 April 2017: 88.06 cents), In the interims they paid 58.33 c and said that they would return to a historic dividend phasing of paying approximately one third by way of interim and two thirds by way of final dividend.60c final would mean 118.33 c for the year and a double digit increase on dividend in a year when profit is lower?

[montyhedge] 15/1/2020 20:01

Finals 4th Feb, looking for a 60c dividend.