Micro Focus Share Discussion Threads

[purchaseatthetop] 20/2/2021 13:54

good call Cromw3ll....well done and all the best.

[cromw3ll] 19/2/2021 22:02

Hi all...you know I mentioned bitcoin before, well ATH tonight. Argo ARB is doing unbelievable for me. Dyor but think theres plenty in the tank still, especially if it goes onto Nasdaq.

[thunders] 19/2/2021 21:47

Looks like it is going to move up,,,,

[rochdae] 19/2/2021 21:07

I just continue to buy the cash here...

[bigbigdave] 19/2/2021 15:17

This is on the turn I think, bought back after being stopped out previously.

[jw330] 19/2/2021 13:37

hxxps://db-engines.com/en/system/Snowflake%3BVertica

Someone has compiled a side by side comparison of vertica and snowflake.

FYI snowflake is currently valued at 82 billion dollars in the US markets...

[ttny2004] 19/2/2021 12:42

Yes, as we approach 11 March we may see support with buying in order to get 11.3p dividend. Payable in April.

[brucie5] 19/2/2021 11:51

Good idea. I added too early...

[sbb1x] 19/2/2021 11:22

Watching for an entry

[markbelluk] 19/2/2021 10:29

Brucie what I will say is that assumption mostly holds true over the last 17 years but is not a fact:-
Ex-Dividend Date Pay Date Amount Type
Upcoming
11th March 2021
15th April 2021 11.30p Interim
Historical
5th September 2019
30th September 2019 46.66p Final
28th February 2019
5th April 2019 45.22p Interim
2nd August 2018
24th August 2018 $0.58 Final
18th January 2018
9th February 2018 $0.35 Interim
3rd August 2017
25th August 2017 45.22p Final
5th January 2017
27th January 2017 23.60p Interim
1st September 2016
7th October 2016 37.40p Final
31st December 2015
22nd January 2016 11.29p Interim
3rd September 2015
2nd October 2015 $0.33 Final
2nd January 2015
23rd January 2015 $0.15 Interim
3rd September 2014
3rd October 2014 $0.30 Final
31st December 2013
24th January 2014 $0.14 Interim
4th September 2013
2nd October 2013 $0.29 Final
2nd January 2013
25th January 2013 $0.12 Interim
29th August 2012
2nd October 2012 $0.24 Final
4th January 2012
27th January 2012 $0.08 Interim
31st August 2011
28th September 2011 $0.17 Final
5th January 2011
28th January 2011 $0.07 Interim
1st September 2010
28th September 2010 $0.17 Final
30th December 2009
29th January 2010 $0.06 Interim
2nd September 2009
28th September 2009 $0.11 Final
31st December 2008
30th January 2009 $0.05 Interim
3rd September 2008
29th September 2008 $0.10 Final
2nd January 2008
31st January 2008 $0.04 Interim
5th September 2007
1st October 2007 $0.07 Final
3rd January 2007
31st January 2007 $0.03 Interim
6th September 2006
2nd October 2006 $0.04 Final
4th January 2006
31st January 2006 $0.02 Interim

[itisonlymoney] 19/2/2021 10:20

Brucie, the p/e is currently about 1.7 and absurdly low, priced as though it was going broke, for a business generating over a billion dollars a year in profit and free cash flow during a pandemic year and paying a dividend of maybe 5%.

[brucie5] 19/2/2021 10:11

"Given the final is always at least double the interim @ 11.3p assuming 22.6 final give totals 33.9."

This would indeed give about 8% on today's price, but is it a safe assumption?

[markbelluk] 19/2/2021 09:45

I get...

Given the final is always at least the interim @ 11.3p assuming 22.6 final give totals 33.9

33.9/422 = 8%

For holder @ 300 share price = 11.3%


PS for a private equity given FCF x6 -10 you would be looking at a share price double plus of this?

[markbelluk] 19/2/2021 09:45

I get...

Given the final is always at least double the interim @ 11.3p assuming 22.6 final give totals 33.9

33.9/422 = 8%

For holder @ 300 share price = 11.3%


PS for a private equity given FCF x6 -10 you would be looking at a share price double plus of this?

[brucie5] 19/2/2021 09:10

Dividend on Stocko now showing as 5.99%. It seems to go and and down like the proverbial. Greater question might be, with current divi 5 times covered, how might the payouts rise if the recovery plan works? Stocko shows PE of 4.1. That is, prima facie, cheap.

[itisonlymoney] 19/2/2021 09:07

I make it 5% at 22p total year's divi on £4.20. Where do you get 15% from? 5% isn't bad, but am just curious, can you not count or am I missing something?

[purchaseatthetop] 19/2/2021 08:17

MCRO and the mystery of the ever decreasing share price......our yield is going through the roof. My average cost is just over 300p and with the plan to give dividends covered 5 times by earnings the present dividend of 15c (say 30c full year) could be over two times the size. That is a 15% yield on todays price and even higher on my historical cost.

Ridiculous. Buying more Monday.

[ttny2004] 18/2/2021 21:15

Jw330 - totally agree

[jw330] 18/2/2021 20:33

markbell I hope they don't get bought out, LTH would do better if business turns around and manages to increase their dividends in the future

[dr knowledge] 18/2/2021 14:40

Just read it and echo their thoughts 100% on the outcomes, even if their analysis is a little off key (though would prefer option 1). ;-)

[markbelluk] 18/2/2021 13:32

Good article in AJ Bell ..MCRO named as one of 3 overlooked stocks to BUY

Summary ""Either shares rerate (ongoing turnaround) or get bought out by private equity"

[davidbennett] 18/2/2021 09:26

You could attribute the reason for this consistent fall to a large seller - once out hopefully the price will mount some form of recovery. 540 down to 430 amounts to no less than 20%. Anyway, I’m in for a few, hopefully onwards and upwards.

[purchaseatthetop] 17/2/2021 19:07

sceptical....very red day for me. Only blue was SAGA. Never mind. Tomorrow is another day!