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Share Name Share Symbol Market Type Share ISIN Share Description
Micro Focus International Plc LSE:MCRO London Ordinary Share GB00BJ1F4N75 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -30.40 -5.85% 489.40 488.50 489.10 527.20 485.90 508.60 3,059,862 16:35:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 2,317.7 -2,270.9 -683.2 - 1,641

Micro Focus Share Discussion Threads

Showing 10501 to 10524 of 10525 messages
Chat Pages: 421  420  419  418  417  416  415  414  413  412  411  410  Older
DateSubjectAuthorDiscuss
07/3/2021
18:43
Does anyone know if AWS has signed a commercial agreement with any other preferred partners similar to the one with Microfocus? I did a bit of digging but couldn't find anything. Would be interesting to get a comparison.
jw330
07/3/2021
18:21
I have just been reading an article in The Times about Fundsmith and an interview with Terry Smith on the subject of appointing an eventual successor to the fund. On the subject of Amazon as a potential investment, Smith said: “If Mr Bezos would float off Amazon Web Services, we would be very interested.” In 2020 AWS made $13.5 billion profit on £45.4 billion of sales — a 29.8 per cent margin.
sinzu
07/3/2021
12:39
Exactly that, TTNY2004
sinzu
07/3/2021
11:48
Me too. Working in large blue chip company in area of IT and business process transformation. We have major digital transformation programmes in play including big data and making our organisation a data centric. There are many companies who are doing the same or to about to embark on this journey. Very good for Micro Focus and related companies. Huge pent up demand over next few years IMHO.
ttny2004
06/3/2021
22:18
T&N Some inconsistencies in your post. The dividend wasn't interim it was a final one. So the next interim one will hopefully be around 5p or so, making a total of high teens or maybe up to around 4.5%, not 7%. Also, the company doesn't make a profit of 1.2 billion, that's its ebitda profit, which is something quite different. Roch
rochdae
06/3/2021
19:22
The directors announced a final dividend of 15.5 cents per share payable on 15 April 2021 to shareholders who are registered at 12 March 2021. This final dividend, amounting to $51.9m, has not been recognised as a liability as at 31 October 2020.
gurunostradamus
06/3/2021
19:12
good post , thanks T&N
stoxx67
06/3/2021
17:35
post-close there was a near 4% bounce in the ADR price for MCRO on NYSE. Next week is the dividend payout on Friday so a double pop on Monday maybe. Price looks too low to me for $1,2bn profit company paying potentially a 7% divi (assuming final to be about twice the interim) and easily covered, plus a formal tie-up with Amazon Web Services. I agree with PATT's implied thoughts on profits - revenue slowdown was beginning to reverse during the last period. Edn of covid plus AWS revenue could see that actually reverse, as in become growth. That will be a key turning point for MCRO and send the price back to more normal valuation (p/e of 20 anyone?) or maybe ten times todays shareprice. Might be only a year away. Still can't believe a dividend paying profit-making business is priced at 1.5 p/e.
truthandnumbers
06/3/2021
13:59
Whether you like Jeff Bezos or not you have to admit he is one the shrudest business people around. I believe he sees the greatest opportunity ahead in this sector and that is why he stepped away from being the CEO. He is aware that he has a talented CEO in place that will bring a lot of revenue and hopefully this collaboration will be a win win for both parties involved. Looking forward to update in a couple of months time from Microfocus
jw330
06/3/2021
12:43
Sinzu I fully agree. I work for one of the world's largest IT companies and this is pretty much the topic of discussion with all customers etc... Digital transformation ie the cloud. Many customers have not started that journey yet and eventually most if not all companies will move that way AWS and MS have really killed it
dollars down
06/3/2021
09:28
Price drops are 3X as quick as rises. We will grind higher as the news improves imo. The problem with those negative on mcro is that they are judging the company in the rear view mirror. Seems to me that it has finally digested HP and is in a sweet spot in the industry going forward. Things change. Or in mcro's case, transform. I found it interesting that they didn't mention revenue going forward in the results. They normally do. They also played down the Amazon tie up in the Q&A session only to produce a significant announcement a few weeks later. They are playing the market I feel... Dividends from mcro could easily go back to 50p as they have the cash generation. You don't get many companies with 3 billion in revenue and margins at 41% valued at 2 billion in a fast growing tech industry. It's almost nuts .. Roch
rochdae
06/3/2021
09:16
As a cotton spinner in Lancashire I am completely sure that the Arkwrights Mule will not catch on.
purchaseatthetop
06/3/2021
08:59
HodHasharon, I have to disagree with you. The move from mainframe to the cloud is unstoppable. It is NOT a fad. The cloud is NOT a fad. It is happening now. I work for a large financial institution in Switzerland and I have worked for many of them - 30 years experience of working in this sector. Not saying it is a quick, easy process, it isn't. It requires a lot of planning and effort, but that is where the likes of AWS / MCRO facilitate these transformation programs.
sinzu
06/3/2021
08:45
Didn’t realise that. Thanks
hodhasharon
06/3/2021
08:44
Hod - Indeed and MCRO helps 40,000 companies worldwide run and transform their mainframe systems, including 98 of the Fortune 100 companies. In my book that makes it a win,win situation all round. ;-)
dr knowledge
06/3/2021
08:07
Mainframe to cloud isn’t the magic money tree you might think it is. The organisations that run mainframes will do so for many years to come. They’ve resisted many a technology fad, and will continue to do so. Mainframe technology is moving on too, so don’t conjure up visions of creaking computers the size of a Ford Transit covered in cobwebs being saved by the cloud. It will not happen.
hodhasharon
06/3/2021
05:19
investment is a product of time and patience trading is a product of risk, skill and knowledge. microfocus,you can not go wrong if you have time on your side, it will reclaim the highs of past years and surpass them, such is the nature of financial markets. the caveat , short term, is that extreme volatility persists, however long term , this volatility is merely noise. hope the religious nut from yesterday bought into the retracement !! good weekend atb
stoxx67
05/3/2021
21:32
I have a villa in Dagenham.
lowtrader
05/3/2021
20:25
OK....this is my "conspiracy theory". I was wondering just why Amazon and MCRO would announce this JV. New CEO at Amazon who used to be CEO of AWS. It had already been announced that MCRO was a "first tier" partner of AWS. Why this new RNS as it confirms the already announced details but adds warrants? IMO...they already know that there is enormous extra revenue coming in from the old agreement and this is the way for the New Amazon CEO to highlight what he had already delivered and also to being hundreds of millions of $ for the warrants (which are very cheap). So...basically this is a rewriting of the existing contract to deliver value to Amazon and give the new CEO a real win. BTW....Elvis is actually working in my local chip shop.
purchaseatthetop
05/3/2021
20:17
It’s up 3% from London close already!
gurunostradamus
05/3/2021
19:53
will be back to 520 on Mon
scepticalinvestor
05/3/2021
19:28
buy buy buy buy simples
purchaseatthetop
05/3/2021
18:47
Rome was not built in a day. People need to relax and stop second guessing themselves. You can't go wrong with these long term, especially if the company keeps up with the positive news flow
jw330
05/3/2021
18:42
Not sure of the long term comments. It's only around 8 weeks till the next trading statement. Plus you get 11p divi next week. Roch
rochdae
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