Micro Focus Share Discussion Threads

[rochdae] 10/2/2021 13:59

With 700 million the divi could be 10X higher than now in 24 months. And debt 800 million less.

I think some posters on this board want to see the future in the present. So they want absolute proof of risk. Sorry but that's nuts.

In the present, we have a company generating 500 million of fcf and 3 billion of revenue. It shouldn't be valued where it is.

Either buy or sell, but don't moan..

Roch

[sr2day] 10/2/2021 13:51

Well done to those who bought below 4£ .the profits are there.don,t let them evaporate.

[planit2] 10/2/2021 13:50

Thanks, you are right I forgot the divi. This will attract people over a period of time so it will be 6 months before we feel the full affect of this.

The 700m FCF was good to hear, from the call I got the impression they were hoping FCF would be the same as last year if you exclude the $40m provision for the EU case (meaning it might be slightly lower). So increased margins will make up for the fall in revenue.

Can someone confirm this if they have run the figures properly?

If somehow net profit could be higher for 2021 than 2020 it would be a great positive sign and the share price will be much higher in a years time.

[dollars down] 10/2/2021 13:14

Here is the link:


hxxps://www.fool.com/earnings/call-transcripts/2021/02/09/micro-focus-intl-plc-mfgp-q4-2020-earnings-call-tr/

For info i sold 1 third of my shares today but that's because i am in the middle of buying a new house and also paying off a Buy to Let property so some profit helps with that D:).

I have more faith now than i did a few days ago. If i have more available funds i will put money back in.

[montyhedge] 10/2/2021 13:04

Thanks that was interesting.

[markbelluk] 10/2/2021 12:59

>No one went hungry taking a profit.

What about if their debt was far greater than their profit, yet if they had held they would have had a far greater profit..Doh!

[rochdae] 10/2/2021 12:57

The other bit of good news is that they are aiming for 700 million of free cash flow in the next 24 months from 511 million last year. So that's another 200 million in cash for dividends. That's all the market cares about. A rising cash pile and a sustainable business.

Roch

[the count] 10/2/2021 12:47

--->MO123

Many thanks, really appreciated.

Regards,

THE COUNT!

[mo123] 10/2/2021 12:39

TRanscript

[phillis] 10/2/2021 12:37

no - ledge
you are very naive if you think any dealings by posters here have any effect on the sp

[dr knowledge] 10/2/2021 12:30

Dollars down - yes but also, some (most already known to us)completely missed the boat, now see the opportunity and the intrinsic & substantial undervaluation here and will now try and influence less informed posters in order to try and get in. Just as when I bought in the 3's - I do not care if this trades within a range short term and I'll gladly repost this in 12 months time when the share will be north of £7. The chart the results, the return of the divi, the debt security till 2024 and the forward looking statements all underpin my view ;-)

[the count] 10/2/2021 12:25

--->DOLLARS DOWN

Can you please give the link for the transcript of yesterday's call.

I tried logging on late, but there was nothing available.



As for Sr2day, it seems there is a village somewhere missing its idiot.


Regards,

THE COUNT!

[purchaseatthetop] 10/2/2021 12:21

exactly dollars down...

I started buying at 218p
Bought more at 279p
More at levels between 310p and 470p
I will continue buying because the dividend will treble IMO and the share price quadruple.
Whether the share price drops 10p or 30p now is irrelevant.
Buy and hold long

[jw330] 10/2/2021 12:11

too many traders on here. stock has gone down 3-4% and people start to doubt themselves. Should be a long term winner from these prices. Got to sit tight and do nothing now.

[reverend bong] 10/2/2021 12:09

planit2 - a third item is the resumption of dividends, well-covered by income. This makes them automatically come under the eyes of income funds.

Plus, less specifically, the general message of yesterday is that the turn-round is working. They apear to know what they are doing and be on track, and that to my mind is cause for longer-term optimism.

[planit2] 10/2/2021 11:56

@monty
That mean you have sold out again?

I would prefer it if you weren't lying about all your trades, not sure what the point in that is. Much more fun to be wrong sometimes :D

[phillis] 10/2/2021 11:54

where is the growth area in MCRO's portfolio

[montyhedge] 10/2/2021 11:49

No one went hungry taking a profit.

[cordwainer] 10/2/2021 11:27

I recently became another idiot that got out at 507.69p, approx. 55% profit in 11 and a bit weeks.
No special reasoning other than it's in the ball park of the more conservative analyst targets. g.l.t.a.h.

[sr2day] 10/2/2021 10:55

monty,are you losing on yourdaytrade again?chill.

[montyhedge] 10/2/2021 10:48

Lol don't ask that idiot.

[reverend bong] 10/2/2021 10:46

sr2day - any reason you can see for such a retrace, given the news released yesterday?