Micro Focus Share Discussion Threads

[blackhorse23] 05/8/2022 14:11

6.69p dividend share price 293p but I am also getting 3.15p dividend from CURY share price 63p ... more on investment lol

[ali47fish] 02/8/2022 17:14

adding jeffries to numis as broker

[smurfy2001] 31/7/2022 20:16

Dividend paid on 05-Aug-22 6.69p

[indiestu] 31/7/2022 20:10

Yep, Timmy stop ramping. We all saw the Amazon results last week. This company could post a profitable second half and the resulting share price move could be explosive.

[timmy11] 29/7/2022 07:35

Mainframe modernization: DevOps on AWS with Micro Focus

[timmy11] 29/7/2022 07:22

AWS kept growing and producing strong profit in the second quarter. AWS produced operating income of $5.72 billion on revenue of $19.74 billion, up from operating profit of $4.19 billion on revenue of $14.81 billion a year ago, for a revenue growth rate of 33.3%. Analysts on average expected AWS operating income of $6.04 billion on net sales of $19.56 billion.

“AWS continues to grow at a fast pace and we believe we are still in the early stages of enterprise and public-sector adoption of the cloud,” Chief Financial Officer Brian Olsavsky said in a conference call Thursday.

[timmy11] 28/7/2022 16:16

Micro Focus cited for 'strongest performer in the market' for testing tools and breadth of functionalities

SANTA CLARA, Calif., July 28, 2022 /PRNewswire/ -- Micro Focus (LSE: MCRO) (NYSE: MFGP) today announced that its SaaS offerings for the LoadRunner family of performance engineering solutions have achieved a leader position in the GigaOm Radar for Cloud Performance Testing Tools in 2022. LoadRunner SaaS received consistently high marks across key criteria and evaluation metrics for cloud performance testing tools. In fact, the report said, "The LoadRunner product line from Micro Focus is still the strongest performer in this market, with the largest set of functionalities."

[km18] 22/7/2022 14:22

...from a few months ago...

Microfocus is engaged in infrastructure software across the globe and is currently supporting corporations transform its business operations with solutions within information management and predictive analysis. These plausible and precedented cutting-edge software initiatives enhanced the firm’s net cash position, illustrated by the robust P/FCF ratio of 14.6. As a result,  the firm’s liquidity surged and thereby EV/EBITDA simultaneously soared to 7.72. Consequently, it implies that Microfocus captured intrinsic value while boosting profitability. Despite the progress made, the firm is still relatively undervalued with respect to the information technology sector, since the firm’s P/E ratio currently stands at 4.8, with respect to the IT sector P/E ratio of 30.3. Given that Microfocus is trading at a discount, the firm’s Net Asset Value (NAV) will be forced up, enabling investors to derive ample returns on investment, as illustrated from the current dividend yield of 4.52%.

Brief Analysis:

P/E = 4.9, relatively below the IT sector threshold
P/FCF = 14.6, above the IT sector benchmark.
EV/EBITDA = 7.72 higher than last year.
Dividend yield of 4.52%, growing steadily on a yearly basis....

...from WealthOracleAM

[smurfy2001] 15/7/2022 12:44

Like a clown?

[lowtrader] 15/7/2022 12:42

Because he is much loved and admired

[stoxx67] 15/7/2022 11:32

how is Murdoch still in a job ?

[timmy11] 07/7/2022 20:26

Micro Focus Named a Leader in the IDC MarketScape for Unified Endpoint Management for SMB
14:04 : Thursday 7 July 2022

[blackhorse23] 05/7/2022 15:18

CURY (LSE) looks attractive , better dividend than micro ,

[watfordhornet] 04/7/2022 18:32

88% down over 5 yearsMarket Cap

[aleman] 04/7/2022 11:06

Consensus debt reduction this year is just over $600m and then $250m+ p.a in years to come. The dividend cost is $65m. It's arguable whether cutting the dividend would make a big difference with the debt coming down at that rate. I'd say the problem is not the debt but that visibility on contracts is reasonably good and so the market is disappointed it is not seeing enough growth yet. It's only appearing in a few bits of the business. The overall revenue recovery keeps getting pushed back so we continue to survive on cost cutting. A little bit of good news on contracts would be all that is needed to convince that revenue growth is returning. That would change everything. Cutting the dividend would just be another negative and not make a huge difference. It's continuation draws in yield hunters who are often happy to wait for a slow turnaround to bear fruit. So long as it does not interefere with an anticipated steady reduction in debt. I think it is better to keep it.

[watfordhornet] 04/7/2022 10:40

Annoys me that they are keeping the divi at such a high level when what is keeping the share price down is the level of debt.Reduce the divi and focus on reducing debt

[sr2day] 04/7/2022 09:55

This will test 210p again.avoid.

[watfordhornet] 04/7/2022 09:43

Down 2.8% on only £100k worth of trades.Something is not right here - costing me a fortune daily

[smurfy2001] 03/7/2022 15:22

Not really, buying out the company and throwing the management out on the street will be the best thing for suffering shareholders.

These clowns can't even update the financial calendar with the recent results announcement on 22 June.

[indiestu] 01/7/2022 07:27

Do these new appointments point towards a deeper working relationship with Accenture in the future? Accenture could easily gobble up Microfocus with an all cash offer. It would be a shame if they were able to advantage of the currently depressed Microfocus s share price here.

[watfordhornet] 30/6/2022 09:49

Over 8% divi at this price although bottom no where in sight

[blackhorse23] 26/6/2022 23:39

Revenue declined another 6 percentage at 2022

[aleman] 25/6/2022 18:55

And not forgetting the $545m net debt reduction in H1 was after they spent $28m cash on the Debricked acquisition and $48m on acquiring intangible assets (as well as the $65m on the dividend). If they were in trouble, all of these could have been dropped to add a further $141m to debt reduction. Presumably, they feel they are comfortable for cash generation head room and did not need to.

[drk1] 25/6/2022 18:15

@aleman "Cashflows manage debt, not profit". Spot on, it's never the debt that sinks the ship, it's debt serviceability (i.e. risk of default). As things stand, zero risk of MCRO defaulting. Good summary! ;-)