Share Name Share Symbol Market Type Share ISIN Share Description
Micro Focus International LSE:MCRO London Ordinary Share GB00BD8YWM01 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -5.00p -0.19% 2,697.00p 2,694.00p 2,696.00p 2,715.00p 2,680.00p 2,684.00p 1,135,291 16:35:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 1,067.8 151.8 53.3 51.7 11,732.79

Micro Focus International Share Discussion Threads

Showing 3901 to 3924 of 3925 messages
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DateSubjectAuthorDiscuss
17/11/2017
07:28
I keep buying more, but it cannot just be me!
silverfern
16/11/2017
16:49
SP hits 2700P! ...2800P by Xmas with a bit more for January 5th! It seems a long time since the HP merger but hopefully it's all going according to plan.
ringer12
16/11/2017
12:14
Yes, it's what mcro do. Next leg up here it would seem. £30 by Jan results.
kuss1
10/11/2017
09:05
It's not that HP were so bad, its that MCRO are so good at this - genuinely without peer in this industry.
ilovefrogs
10/11/2017
07:35
Ok your assuming they can get margins up to 45% that's asking a lot. We're HP manage to so bad they could not do it then?
montyhedge
04/11/2017
03:14
Not sure I agree about the tech assessment. The stock market is just a cash market. Once you understand that everything becomes much easier. Mcro is just taking HP's margins from around 24% to some 40% so cash is going to double on revenue of $3 billion. And that cash will recur for years with shareholders getting 25% of it. There is also no new software out there. That's a fallacy. The tech here is just an increase in dominance of old stuff. That's the beauty of micro. If anything they are going to squeeze more cash out of the business. Lots more. But they are also innovators, don't forget that. So we're looking at 45% of 4.5 billion in revenue. Call it $2 billion in profit. Market cap $14 billion or so (sorry can't do the exact maths at this time). So generation of cash around 6 or 7 paying 25% of that back to shareholders. No wonder the chairman was buying millions of these at £24. And the chart looks set to explode upwards...
kuss1
01/11/2017
19:20
Understood frogs about your estimates, thanks. However, MF thinks differently about future reporting dates. I quote from 4 September AGM Statement, FYI: "HPE will announce its Q3 results on 5 September 2017, including HPE Software results for the three months ended 31 July 2017. Micro Focus is holding a Capital Markets Day on 7 September 2017 and will announce its Interim Results for the six months to 31 October 2017 on 8 January 2018. These Interim Results will include only 2 months trading of HPE Software. Micro Focus will now change its reporting reference date to 31 October and will report an 18 month financial period to 31 October 2018."
sogoesit
01/11/2017
17:16
MCRO shouldn't be thought of as a traditional tech Company, which is usually characterized by strong top line growth. MF are completely the opposite in that topline growth is if anything falling, but operating and FCF margins are the key. MCRO's reporting year is April to April, which is why my target is for spring based on full year 2018 (ie 12 months to April 2018) figs.
ilovefrogs
01/11/2017
16:18
Sure; on the TA side I'm looking for £28 sharpish so, next year, upto £40 is "optimistic reasonable" imv. Currently this is 13-1/2% of my portfolio.
sogoesit
01/11/2017
16:15
Yes the £40 is assuming some unknown's but it's not out of the question of Micro deliver. Even 20x earnings is quite cheap in this market for a tech company.
kuss1
01/11/2017
16:13
Since the merger announcement my figures have been about £30/£31. I think, live frog, you were saying your £32 is priced at 20x. Mine is priced at 17x and Forex of $1.30 per gbp. At 20x under the same scenario I get £35.50. Dropping forex 1 cent adds £0.25 to the share price Mine is to Full Year 2018 so a bit later than your Spring and based on 47% margin for the MCRO business and 45% margin for the HPE business.
sogoesit
01/11/2017
16:05
I'm predicting £32 by spring 2018. £40 feels more like an end 2018 thing, and only if the 45% margins actually look feasible by the time we get there.
ilovefrogs
01/11/2017
15:50
Market just buying the cash ... should go significantly higher for a tech stock with the injection of revenue from HP. Micro seem to be able to get margins higher with all their takeovers, so I would expect the same from HP. So HP margins at 45% coming soon. Wouldn't surprise me to see the share price pushing £40 this year if so.
kuss1
01/11/2017
14:50
Interesting chart position. SP matches the intraday ATH reached before the big fall at the start of May. Trend line target at 2695. Next upside Fib target at 2869. Had a small profit slice here just in case it turns out to be a double top. free stock charts from uk.advfn.com
enami
01/11/2017
14:50
Interesting chart position. SP matches the intraday ATH reached before the big fall at the start of May. Trend line target at 2695. Next upside Fib target at 2869. Had a small profit slice here just in case it turns out to be a double top.
enami
30/10/2017
12:54
Someone here posted - 'Stocks don't drift up' - ha!! Well I think drifting up is actually a very fine description of what this stock has done since then. Based on the HPE figs in September, I now think MCRO will earn £1.60 per share in yr to April 2018, and I believe a PE of 20x by then is justifiable, so my 6 month target is £32. I've been in this stock since 2010 having bought in at 3.60 and added more at 2.80 - what a ride - (and I don't think it's finished yet)!
ilovefrogs
26/10/2017
12:38
I think technical analysis says the break-out from a head&shoulders should be about the difference between the top of the head and the shoulder initially... I make that to 2775/2800. Good luck!
sogoesit
26/10/2017
10:21
Nice break after that consolidation period. Should go much higher from here...
kuss1
26/10/2017
09:58
Perhaps the name should be changed to Macrofocus. Onward and upward is the trend!
ringer12
25/10/2017
16:29
SogoesitThey have a robot division? 8 bagger Blue Prism comes to mind. Also Space tech,must be the future.
montyhedge
25/10/2017
11:42
Sogoesit Think I may have found the next 10 bagger, bought some Scisys plc, won a very nice space contract yesterday. The exciting thing for me is market cap £35m. Let me know what you think?
montyhedge
24/10/2017
16:32
Going way higher... Too much cash here. Undervalued for a tech co. in this market. No wonder the directors were buying at £24 quid. Expect it to reach £40 soon. It's not the product it's the cash .. January will be interesting...
kuss1
23/10/2017
16:57
Yes indeedee ;-) (Well, in all honesty it was a 50/50 bet ;). Having said which I think it's undervalued til it gets to about £30/£31 which is my target price 1 year hence.) Most brokers that I have seen are currently around the 2800 mark. Assuming that's a one year view.
sogoesit
23/10/2017
11:37
MCRO seems to gain slightly on most days putting my holding in the blue.I'm no chartist but that appears to be in line with sogosit'sview of a few days back.
maytrees
Chat Pages: 157  156  155  154  153  152  151  150  149  148  147  146  Older
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