Micro Focus Share Discussion Threads

[gerardp] 28/10/2020 10:37

Also no debt maturing before June 2024.

[garth] 28/10/2020 10:18

Losses, Significant debt but generating plenty of cash to pay it down? G.

[fuji99] 28/10/2020 10:08

When is the update ?

[losses] 28/10/2020 09:53

Too much debt

[gerardp] 28/10/2020 09:35

Even more frustrating, Micro Focus is down more than some travel stocks this morning. IAG -3.2% EZJ -3% MCRO -6%

[timmy11] 28/10/2020 09:17

share price goes down...we are going into oblivion share price goes up best thing since sliced bread

[garth] 28/10/2020 08:48

Ozz, Not trying to generate fear - as I checked in this morning that was just the thought that came to mind... No agenda. And it would be insane to think that anything said here impacts the share price of a company the size of MCRO. The companies are different. Yes. I personally lost some cash on MONI. So did lots of others. Anyone invested here has also lost lots of cash... That is undisputable. I have spent time on and off over the last months looking in here, looking at the turnover, looking at cash generation, looking at the debt. My first instinct is that they could be a great recovery play. And then they sink further. My only agenda is discussion about the company as a good or bad investment. FWIW, I have also carried the same questions about MTRO. G.

[ozzmosiz] 28/10/2020 08:40

The old start of with a positive then finish with a negative comparing to a completely different company that didn't do well to try and generate fear

[buyashare] 28/10/2020 08:40

I think this is a gonna RIP Micro focus

[garth] 28/10/2020 08:37

I have been watching these only since the start of the year. It is the historic yield that attracted me. I have listened to MH's faithful optimism. But I watch the price just drag further down. On one level it looks more attractive. But the trend is a killer and I can't help but recall the demise of Marconi. Who would have ever thought they would have gone bust? G.

[orange1] 27/10/2020 18:27

7% off over the pond. Must be a risk off day on the Nas. Oh, wait a minute.

[scepticalinvestor] 27/10/2020 11:45

Added another 5k at 249 oddThis will either crash and burn or quadruple. Now had over 18k of these - shorters: be my guest

[hamhamham1] 27/10/2020 06:05

I thought SAP and Microfocus are similar because they both have grown through acquisition, and both had problems integrating their purchases?

[boozey] 26/10/2020 22:57

Microfocus and SAP both sell enterprise software albeit in different areas of IT enablement, so whilst not competitors the money for each would still come out of the same IT budget broadly, where they are both installed at clients. Let's hope the emphasis on Digital Transformation that MCRO has makes a difference - all the smart money is in that space at the moment. The adjusted targets by SAP in their profits warning were not as material as a 22% share price fall may indicate. The company has lowered its full-year adjusted operating profit guidance to 8.1 - 8.5 billion euros from 8.1 - 8.7 billion euros previously and revenue forecast was cut to 27.2 - 27.8 billion euros from 27.8 - 28.5 billion euros. Not a catastrophic adjustment assuming no more warnings to come!

[montyhedge] 26/10/2020 15:44

SAP price was p.e was 43 before today, overpriced. Micro Focus around 5.But can't really compare the two, but of course bears will.

[rogerrail] 26/10/2020 12:50

Priced to go bust, but directors clearly dont think soNEDs buying shares and $175m credit handed back.What more do people want, a big sign saying bargain buy?

[dr knowledge] 26/10/2020 09:58

MCRO & SAP bit like comparing apples to pears.

[gerardp] 26/10/2020 09:28

Poor SAP results will not help : SAP shares drop as software maker cuts forecasts. Group warns coronavirus resurgence will depress corporate spending : hTtps://www.cityindex.co.uk/market-analysis/sap-shares-dive-after-profit-warning/

[montyhedge] 26/10/2020 09:14

I expect a run up in the shareprice after the update. I wonder what price will trigger the bears short of 3.84% to buy back positions, but it's probably more because has we know under 0.5% you don't have to declare. I would say more like 5.5% at a guess.Quite a few shares to close off positions.

[scepticalinvestor] 24/10/2020 17:49

MCRO on a hiring spree it seems...

[montyhedge] 24/10/2020 14:22

I love the smell of burning bears on a Monday morning.I hope a US hedge fund, comes in and stuffs the three bears who are short 3.84%. Goldilocks and the three bears, lol.

[gerardp] 24/10/2020 11:48

Unfortunately, the volume was small - 18.63K