Micro Focus Share Discussion Threads

[gurunostradamus] 03/3/2021 12:36

I’m glad I topped up within the last two weeks by selling other stocks! I put almost 80% into this one as I believe in technology being the future over the coming years! Next 3 to 4 years if this stays independent then at today price level the dividends will be significant especially if you have these in your ISAs!

[flagon] 03/3/2021 12:36

Annual revenue of Amazon Web Services from 2013 to 2020(in million U.S. dollars)

From $3.1B in 2013 to $45B in 2020

Link :

[ttny2004] 03/3/2021 12:25

Yep, be interesting to see any additional action when US start trading via MFGP US listing. 540p key resistance that needs to be taken out and held.Then from a charting perspective 1000p next main target medium term, with small test at 600p and 800p.Should be very interesting days and weeks ahead and good year on this one!

[markbelluk] 03/3/2021 11:34

Here you go:-

Andy Jassy, who runs the cloud division (CEO), will succeed Jeff Bezos as CEO of Amazon in the third quarter of this year.

[scepticalinvestor] 03/3/2021 11:33

Very good chance that bids will start coming in again

[sr2day] 03/3/2021 11:31

well done to everybody who held firm at 410p last week.i think we will definitely keep going up till we see 750p.the amazon agreement changes everything.

[thunders] 03/3/2021 11:21

Problem now is that all the cloud company can eye on MCRO and peopel like GOOGLE and Microsoft to spend 10 to 20 bln to get the company is not a big deal. Buy at the dip all the way.....

[purchaseatthetop] 03/3/2021 11:09

I am getting more and more confident about my 550p forecast first thing this morning. Could turn into an epic day for all of us.
Have fun team....

[thunders] 03/3/2021 11:03

This will fly once US opens and people will see deal with Amazon is a big deal and will increase the earning due to wide customer base. This will be soon going to sky. Happy days again. Enjoy the ride.

[purchaseatthetop] 03/3/2021 11:00

What will become fun is if (when) we receive an RNS with a TR1 for Amazon.....I really would not be surprised if they were already building a position.

[sif12] 03/3/2021 10:53

purchase, I had around 2000-2200 based on a multiple of forward cashflow

[sif12] 03/3/2021 10:49

markbell exactly. hence why i mention possible offer.

bipos. not common as far as im aware. AWS & azure, work with a lot of partners/ resellors. its a mutually beneficial relationship. the resllor/ partner needs the cloud. and AWS gets someone to design, implement- migrate, work wiht the client on the ground.

So issuing warrants seem like a more significant substantial relationship than the usual resellor one.

[purchaseatthetop] 03/3/2021 10:46

The Count....my calc:

EBITDA $1.2b
Valued at (say) 12 times EBITDA = $14.4b
Less: debt (net) -$4.0b
Enterprise value $10.4b

Exchange at 1.4$ = £1 £ 7.43b

Present value at share price 508p = £1.7b

Therefore, target value = 7.43/1.7 *508p = 2,220p

This is based on assumption that (revenues * margin) fall is slowing and will then increase for inflation.
Todays news makes this very likely.

[dr knowledge] 03/3/2021 10:14

Cityindex chart view.............."Today’s 13% surge higher has seen the share price jump above its 20 & 50 sma on the daily chart. The RSI has also moved from a neutral position into bullish territory but is not yet overbought so is supportive of further gains. Near term resistance can be seen at today’s high 509 a level which capped gains in December. A move beyond here could see 542 come into focus -a level which has capped gains in mid-February and again in early June 2020. A move above this level could see the bullish move gain momentum.On the flip side support can be seen at 450 and 430 the 20 sma and 50 sma respectively. It would take a move below 380 for more bears to jump in."

If we see 380 again - I'll eat my cat. ;-)

[bipos] 03/3/2021 10:00

do anyone know weather it common for amazon to normally take a option 5% of the company that contracts that it awards to?

[markbelluk] 03/3/2021 09:59

"The vesting of the warrants is subject to acceleration in certain limited circumstances (including a change of control of the Company or a sale of certain parts of the Group). "

Im no expert in this area but it would appear the foundation is already being laid

[sinzu] 03/3/2021 09:56

There will be competition from the other big players, no doubt about that - such as Microsoft, Accenture and MarkIT to name a few, but AWS has some clout, very big clout and MCRO have real expertise in legacy systems and mainframe transformation programs, which is key. There is a big enough market to aim for, for all of these companies to take a share.

[scepticalinvestor] 03/3/2021 09:55

yep still holding from the lows of last year. was a crazy time, lowest purchase at around 211.have been buying on the way back up but avg still far below the current

[sif12] 03/3/2021 09:55

I bought a few shares some week back based on this being a recovery play, the 2-3 year cashflow potential.

Overall I think this is a massive piece of news and definitely signals the right intent and direction. So we have the route to improved/ new revenues in a way which is future forward, plus the cost reduction activity= positioning MCRO for years to come.

I should say that the cloud space is incredibly aggressive- microfsoft azure does private to public which is appealing to certain organisations and their data needs. google cloud is third place- but with their size and bank they will continue to compete. But AWS is clearly the front runner.

The warrants are interesting. basically 5% of the company. wouldnt be that surprising to see some sort of offer in the future.

[brucie5] 03/3/2021 09:54

markbelluk3 Mar '21 - 09:40 - 10442 of 10442

Brucie HOLD at least 800...514 is the strong resistance IMHO once through that there is nothing until the 8XX
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Well I'm certainly not selling...

[markbelluk] 03/3/2021 09:40

So glad I held through the pain on these..its a house worth as well

Brucie HOLD at least 800...514 is the strong resistance IMHO once through that there is nothing until the 8XX

[sinzu] 03/3/2021 09:37

AWS are rapidly expanding right now in Europe and as an example, are in the process of opening new AWS offices in Zurich, Switzerland.

I can tell you, from the horses mouth, that major financial institutions in this region are actively planning ahead for the move from the Mainframe to the Cloud.

These companies spend 100's of millions each year on their legacy systems, in terms of licensing fees, operating and support costs. This gives you an idea of the potential value of these contracts and the savings that can be made.

It will hurt the likes of IBM in terms of lost licensing revenue, but AWS / MCRO will reap the rewards.

[mo123] 03/3/2021 09:29

Wonder what the numpty brokers at Barc are thinking?