Micro Focus International Share Chat (MCRO)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Micro Focus International	LSE:MCRO	London	Ordinary Share	GB00BQY7BX88	ORD 10P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+32.00p	+1.44%	2,252.00p	2,257.00p	2,259.00p	2,301.00p	2,225.00p	2,300.00p	1,004,674	16:35:01

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Software & Computer Services	1,066.2	151.6	53.2	42.6	5,172.42

Micro Focus International Share Discussion Threads

Showing 3601 to 3623 of 3625 messages

Chat Pages: 145 144 143 142 141 140 139 138 137 136 135 134 Older

Date	Subject	Author	Discuss
20/7/2017 17:05	Micro going along nicely and Monty gone on holiday!	ringer12	Read Full Thread Reply
19/7/2017 12:17	2019 at £40 and eps of 166p thats very conservative, p.e 24 not expensive. The dividends on the way to £40 will be good as well. To me a o brainer, no wonder CEO spent £1.1m on shares on Tuesday. You know I like Kainos as well, Micro and Kainos do some work together I feel Kainos could be the next takeover target, they hold £20m in cash as well and no debt. Of course get HPS out the way first, lol.	montyhedge	Read Full Thread Reply
19/7/2017 11:28	NB. There will be a new financial year starting 1 November 2017. At the "old" half year, on 31 October 2017, they will report 6 months' MCRO plus 2 months' HPES. A full "new" half year report is due in January 2018. My original £31 target was based on a first full year combination (by 31 October 2018) giving EPS of $2.30 at a PER of 17.50 at $1.30/GBP. So, as I understand it Monty, your broker was saying $2.17 for 2019; effectively a one year "delay" on my guesstimate? What time-scale is your £40 TP guesstimate?	sogoesit	Read Full Thread Reply
19/7/2017 10:39	I will as well, one broker said 2019 earnings per shares $2.17 thats about 166p so at £30 a share p.e 18.These in theory could be £40 a share 2019. Seems a long way off yes, but getting paid handsomely while we get there.	montyhedge	Read Full Thread Reply
19/7/2017 08:46	"Pre-investing" my future payouts today!	sogoesit	Read Full Thread Reply
19/7/2017 08:05	Even Investors Chonicle said a income stock, lol for a tech company that's unusual. 9% return in dividends.CEO buys £1.1m worth of stock. Crazy price should be 2500p.	montyhedge	Read Full Thread Reply
18/7/2017 17:01	ThomasGood buy 9% return coming in dividends.	montyhedge	Read Full Thread Reply
18/7/2017 16:55	Brought in a few days ago not sure what I do re the share buy which is Sep I see how it goes at 21 think was a good buy if they can get this new co right	mrthomas	Read Full Thread Reply
18/7/2017 16:10	£1.1m spent on shares by the CEO who knows the company better than anyone, that shows faith. Soon back to 2500.	montyhedge	Read Full Thread Reply
18/7/2017 14:13	volsung Don't think so, lol went from 340p to 2600p with him and for him to spend over a million pounds at 2170p shows faith.	montyhedge	Read Full Thread Reply
18/7/2017 14:06	Strange that the price has gone down immediately the announcement came out!	nhb001	Read Full Thread Reply
18/7/2017 12:33	Hope his surname isn't prophetic	volsung	Read Full Thread Reply
18/7/2017 12:21	Wow Kevin Loosemoore as just bought £1.63m worth of shares, that is faith.	montyhedge	Read Full Thread Reply
18/7/2017 12:19	If Amazon using Cobol surely we are on a massive winner if we are working with them. Sogosit Do you know if we still are?	montyhedge	Read Full Thread Reply
18/7/2017 11:27	Sogosit Do we still work with Amazon web found this old article? http://www.eweek.com/cloud/micro-focus-takes-cobol-to-the-cloud-with-amazon-ec2	montyhedge	Read Full Thread Reply
18/7/2017 10:16	Interesting Shorting hedges closing positions, only one fund left with a short position of 1.23m shares to buy. Surely they do it before 3rd Aug and a must before special of £1.67 1st September. The other hedgie Third Point have closed their short, sensible. Lol, good luck trying to buy 1.23m back, boys.	montyhedge	Read Full Thread Reply
17/7/2017 14:43	It's a cash cow, rising dividend.Micro Focus holy grail of investing, growth with super rising dividends.Ex 3rd Aug 45.2p then the special before 1st Sept around £1.67.	montyhedge	Read Full Thread Reply
17/7/2017 13:35	Just a bit of indigestion for mcro. The company will generate massive amounts of cash for shareholders for years to come...	kuss1	Read Full Thread Reply
17/7/2017 10:17	"An entire sales team and management structure left to join a competitor" Hmmmm.....Most unusual. When did that happen and who was the competitor?	ringer12	Read Full Thread Reply
17/7/2017 08:12	Sogosit Well done posting that article.What a gift from the stock market gods last week at that price.Barclays target 2600p.	montyhedge	Read Full Thread Reply
16/7/2017 21:26	Chronic's assessment July 13: Micro Focus closer to completing HPE deal BUY Tip Update: Buy at 2054p Tip style INCOME Risk rating MEDIUM Timescale MEDIUM TERM Our previous tip We said BUY at 1410 on 04 Feb 2016 Tip performance to date +46 By Jonas Crosland Micro Focus (MCRO) might have acquisition as its middle name because in the last six years it has made 10 acquisitions, and – assuming the year-long process of buying Hewlett Packard’s software business completes in September – revenue will have increased 10 fold since 2011. When the HPE deal goes through, Micro Focus will be one of the world’s largest dedicated software businesses, providing the means for companies to modernise and squeeze value out of their IT infrastructure. The business model throws off a lot of cash, and in the year to April 2017 this rose from $456.1m (£354m) in the previous year to $564.8m; that’s around 102 per cent of adjusted cash earnings. It also means that net debt fell from $1.63bn following the Serena acquisition in May last year to $1.41bn. MCRO:LSE Micro Focus International PLC 1mth Today change 1.95% Price (GBP) 2,089.00 Assuming the HPE deal is completed on time, the group will change its financial year-end to 31 October and will report an 18-month financial period to 31 October 2018. Revenue for the six months to October 2017 is expected to be flat as the HPE acquisition beds in. Much of the year was spent integrating recent acquisitions and improving the product offering, and 185 product releases or significant enhancements were rolled out during the year. Business in North America was disappointing in the third quarter that left year-on-year revenue down by 5.7 per cent. This was not helped by a fall in host connectivity after an entire sales team and management structure left to join a competitor. Revenue was also lower in Asia Pacific and Japan, with strength in Japan and Australia offset by weakness in India and Asia. The product portfolio for the SUSE computer operating system accounted for 22 per cent of group revenue, up from 18 per cent a year earlier, after making two acquisitions, while additional capacity was also created by increasing the headcount. Analysts at Numis Securities are forecasting pre-tax profit for the 18 months to October 2018 of $1.18bn and EPS of 187¢, rising to $1.36bn and 215¢ in 2019. MICRO FOCUS INTERNATIONAL (MCRO) ORD PRICE: 2,054p MARKET VALUE: £4.72bn TOUCH: 2,053-2,057p 12-MONTH HIGH: 2,675p LOW: 1,667p DIVIDEND YIELD: 3.3% PE RATIO: 38 NET ASSET VALUE: 702¢* NET DEBT: 87% Year to Turnover Pre-tax Earnings Dividend 30 Apr ($bn) profit ($m) per share (¢) per share (¢) Year to 30 Apr Turnover ($bn) Pre-tax profit ($m) Earnings per share (¢) Dividend per share (¢) 2013 0.41 152 77.8 40.0 2014 0.43 148 84.8 44.0 2015 0.83 91 58.5 48.4 2016 1.25 195 74.5 66.68 2017 1.38 196 68.9 88.06 % change +10 +1 -8 +32 Ex-div: 03 Aug Payment: 25 Aug *Includes intangible assets of $3.9bn or 1,706¢ per share £1=$1.286 IC View Swallowing the Hewlett Packard software business will take time and will no doubt result in an increase in costs. Revenue is not expected to grow much this year, but should rise significantly thereafter. The shares are well ahead of our buy recommendation (1,410p, 4 Feb 2016), and with so much growth in the pipeline we’re sticking with that. Buy. Last IC View: Buy, 2,488p, 10 May 2017	sogoesit	Read Full Thread Reply
14/7/2017 15:12	Well they made 25% in 3 weeks.I think genuine buyers coming in as well, 10% income with final dividend and special.	montyhedge	Read Full Thread Reply
14/7/2017 14:55	Shorters closing out now??? They have to deliver the shares at T+2 so anybody who has sold a naked short on results day MUST buy back now to fulfill the contract. How many of our honourable brokers do you think loaned out shares from small PI portfolios without telling? I think ALL profits on short sales (including spread betting) should be taxed at a very high rate to account for the immoral action of selling something that has been borrowed.	enami	Read Full Thread Reply

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