Micro Focus Share Discussion Threads

[smurfy2001] 29/3/2021 12:28

Nice to see new highs.

[markbelluk] 29/3/2021 11:59

sr2day sounds like you are considering going short again

[rochdae] 29/3/2021 11:48

Real world news flow changed significantly since results move...

[sr2day] 29/3/2021 11:45

last time we got here after results it went down the next couple of days and was below 500p before one could say Ouch!

[rochdae] 29/3/2021 11:39

Divi will be back at 50p soon enough. Fantastic yield that going forward for years to come imo...

[purchaseatthetop] 29/3/2021 11:16

Take off time again. Lovely to have know all along this was going to happen.

[rochdae] 29/3/2021 11:16

Link up wit Amazon and last week with snowflakes really sending the message out that the company is transforming ... All the way back to £10 soon enough.

[markbelluk] 29/3/2021 11:15

TTNY totally agree but will we see 550 TODAY ;)

[ttny2004] 29/3/2021 11:04

Sr2day - think we will be 550p by end of week to be honest mate! Can see anyone shorting losing their pants on this one! Full speed ahead.

[sr2day] 29/3/2021 10:36

on the other hand if it closes below 500p this week,then we may see 420p again before update.

[ttny2004] 29/3/2021 10:18

Drop to 518 and then heading back to test opening. If a finish today ahead of opening share price will be a very strong sign. Maybe the break through of stubborn 520 support level will finally be achieved this week.

[purchaseatthetop] 28/3/2021 21:42

last year was 19/5/20. So I would expect similar this year.

[thunders] 28/3/2021 20:34

Do we know when is next trading update?

[timmy11] 27/3/2021 16:06

sorry in october

[timmy11] 27/3/2021 16:02

verifyme extended in december why post now

[dr knowledge] 27/3/2021 12:00

Yeah, but they are not a big company in comparative terms, MCRO renew such contracts day in, day out & the AWS deal is potentially far bigger IMO. Ah well, not complaining. ;-)

[watfordhornet] 27/3/2021 11:50

Why not - chunky continuing recurring revenue with a big customer.Good positive sign

[dr knowledge] 27/3/2021 11:08

Hmmm, Sharecast cite the contract extension with VerifyMe as the reason for the rise..............not sure that can be right!

"Elsewhere, Micro Focus rallied after US-based VerifyMe said on Thursday that it had extended its agreement with the UK software company by three years."

[purchaseatthetop] 26/3/2021 21:29

whatever the fit with AWS it will cost them a fortune. The release of OPTIC changes everything and is not by chance a reason why Amazon took up warrants in MCRO.

The next trading update will IMO bring us to 800p when the market forgives the company for paying dividends higher than their EPS for 2 years (2017-2019) with dropping revenue and rising debt making her a fallen angel.

We are small PI's. We forgive quicker. That is why we are both more vulnerable and more able to gain from the turn around.

OPTIC could be spun out for $20b on its own in 12-18 months. MCRO present market cap $2b.

[saltaire111] 26/3/2021 20:54

Why the fit with AWS?

Salty

[ivancampo] 26/3/2021 20:11

You've called it right all the way, I'm in similar as well as a chunk in the SIPP. Well done and thanks.

[csmwssk12hu] 26/3/2021 20:04

I don’t see these being independent for much longer, AWS will get them imho at what price I don’t know but I get the feeling it would be significantly higher than today’s price, all imho dyor

[gurunostradamus] 26/3/2021 17:25

Well done Martin.

This share contributes around 50% towards my portfolio and I intend to add more if there is an opportunity for the next year’s ISA.

[dr knowledge] 26/3/2021 17:16

Gladstone further reduced their short yesterday (now 0.78%) and I'm convinced they've reduced even further today - penny finally dropping it would seem, ducks well aligned. ;-)