Micro Focus Share Discussion Threads

[scepticalinvestor] 10/2/2021 15:45

lol go have a lie down love

[reverend bong] 10/2/2021 15:39

how many dividends a year were they paying previously?

[scepticalinvestor] 10/2/2021 15:36

speaking from experience eh, sr2?

[reverend bong] 10/2/2021 15:36

a lot of effort is going to go into trying to save Gladstone et al

[rochdae] 10/2/2021 15:35

It's called the market. And most conform to it. I don't care what the price does, I'm just buying the cash at a discount. Divi 5x in the next 18 months.. easy money.

[reverend bong] 10/2/2021 15:33

If this decline goes on I'm going to double my holding

[watfordhornet] 10/2/2021 15:33

As they say and I never listen it is always good to bank some profits. I will learn someday. Hefty drop today

[brucie5] 10/2/2021 15:33

Well I've added on this retrace.

[markbelluk] 10/2/2021 15:29

Stifel just put out a note with a 1402 BUY..somewhat different to Barclays neutral at 400 for their friends at Gladstone and Sylebra - allegedly of course

[scepticalinvestor] 10/2/2021 15:29

lol are you simple?

[brucie5] 10/2/2021 15:06

Can anyone tell me what is consensus forecast dividend now? Stocko has this back on 8.46%.

[planit2] 10/2/2021 15:06

The Count

You are missing the risk of the revenue continuing to decline or whether the turnaround plan will work. The PER of 15 times is fine if everyone was reasonably sure the EBIT is going to increase into the future.

I started buying into this company as it looked like the drop was completely over done, even with reducing revenue. On top of that there was a good chance the turnaround would work meaning the share would be re-rated back up to the dizzy heights of £20.
It would be nice if debt could be paid off at more than $400m per year so I am hoping for a nice net debt figure in the next update.

Target is for 2023 to show increasing EBITDA and net debt at $2.Xbn, then I will be happy with the £15+ share price.

[scepticalinvestor] 10/2/2021 15:03

i reckon we will still see a close above 500p

[scepticalinvestor] 10/2/2021 15:03

co-ordinated short attack imo

[r9505571] 10/2/2021 15:02

Anyone know why this is tanking?

[dr knowledge] 10/2/2021 14:59

The count - if ADVFN permits, you might find these links helpful. In the 1st whilst the author is obviously biased, I like the principle of using the price to cash-flow analysis (after all, cash is king) - the graph about 2/3rd down highlights this (median valuation of $17).

And sticking with cash I also use in my day to day and like DCF (discounted cash flow) based valuations &the 2nd link shows simply wall street's take using this method. There is no precise science in either (or any valuation model)and so many factors can weigh heavily on predictions, but the conclusions in both (and indeed every single calc I've read re MCRO, irrespective of methodology), is that the stock is seriously undervalued. Interesting also that neither factor in yesterday's update were the target to achieve £700m free cashflow was announced. ;-)

www.gurufocus.com/news/1231728/deep-value-in-micro-focus-international-
www.simplywall.st/stocks/gb/software/lse-mcro/micro-focus-international-shares/news/an-intrinsic-calculation-for-micro-focus-international-plc-l

[stoxx67] 10/2/2021 14:56

don't worry COUNT, you are correct, might just take the market a little time to prove you so, such are markets

[sr2day] 10/2/2021 14:53

the yanks like to hurt suckers.

[scepticalinvestor] 10/2/2021 14:44

the yanks always enjoy spoiling the partylol