Micro Focus Share Discussion Threads

[montyhedge] 22/10/2019 10:12

What seems cheap can get cheaper. Profit warnings are like buses they come along in threes.

[umitw] 22/10/2019 08:13

Share price hovering around 10 pounds, will it break this level & go down further?It seems to be cheap at this price!

[montyhedge] 22/10/2019 08:06

That could mean shorts being placed now.

[fuji99] 21/10/2019 16:04

Shaker 44 - Very low shorting activity. The least shorted in this sector.
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[gabsterx] 21/10/2019 15:51

In the same spirit if profits are sanity cash is reality, and Micro will keep throwing off plenty of that while we wait for mean reversion.

[shaker44] 21/10/2019 14:35

Sales are for vanity, profit is for sanity. Old but true. P/e and Divi are based on past performance. Stock market valuation is based on future expectstions- which Micro have been lowering. I haven't checked out shorters but I would be surprised if there aren't any

[fuji99] 21/10/2019 14:18

I still believe a company with 4.7 billion sales, a PE ratio of less than 5.8 and dividend yield of 13% is undervalued. I am sure things will drastically in its favour change and time will definitely tell.

[uncle_sam] 21/10/2019 13:33

Don't read too much into p/e, divii, takeover rumours, etc. Any stock can become negative p/e, high divis are often cut, and takeover speculation is almost always wishful thinking.

Disclosure: I am a long time holder (7+yrs) and occasional trader of these, but I am still seriously disappointed with performance and prospects here.

[montyhedge] 21/10/2019 12:38

Wonder what will happen at 2.30pm when Dow opens, more selling ?

[montyhedge] 21/10/2019 12:07

The takeover speculators getting scalped by the market makers. They have to get out, I suppose.

[gerardp] 21/10/2019 11:52

Big debt pile (£3.5 billion+) and slowing growth is probably going to put off any potential bidder.

[fuji99] 21/10/2019 11:27

With such low PE ratio, if taken over I would expect a minimum offer of £18+ for 4 billion + revenues company.

[gabsterx] 21/10/2019 11:15

Agreed, this company is priced as if it's going bankrupt. They have very strong cash flow from their maintenance revenue, well covered dividend and solid balance sheet. Strong buy at these levels.

[fuji99] 21/10/2019 10:57

The highest dividend yield of > 11% and the lowest PE ratio of 6.4% on offer in the sector. This is very cheap for the software standards.

[gerardp] 20/10/2019 11:59

Excitement over - Further news from Bloomberg :

Open Text “notes the recent press speculation and confirms that it is not considering a potential acquisition of Micro Focus,” it said in a statement late Friday.

[jomac2412] 19/10/2019 00:02

Take-over talk from the States .

[rabbitfoot1] 08/10/2019 12:03

hxxps://rivertonroll.com/news/2019/10/05/micro-focus-international-nysemfgp-upgraded-at-jpmorgan-chase-co.html

[eentweedrie] 07/10/2019 11:28

moving up slowly but surely!

[fuji99] 07/10/2019 09:14

Data Center Automation Software Market Massive Growth| Micro Focus, VMware, Siemens, BMC Software, Intel - - -

[fuji99] 04/10/2019 16:33

Many reasons why it is the best time to buy MCRO for any portfolio: 1/ Lowest PE ratio in the software sector - 2/ Highest dividend yield - 3/ Lost more than 60% of its value - 3/ Has a good niche market in the US where the economy is very buoyant.

[ugandalad] 04/10/2019 13:27

I use Stockopecia for financial analysis they have forward PE at 5.8 and forward dividend yield at 9.1%. Time will tell.

[squintyflinty1] 04/10/2019 13:23

INTERIM DIV on Feb 2019 was 58.33 cents , and the final div in July was 58.33 making it a total of 116.66 cents. At gbp to USD 1.23 is £94.84. Yield approx 9% at share price of 1057

[squintyflinty1] 04/10/2019 13:14

I was only going on the FINANCIALS on Advfn