Micro Focus Share Discussion Threads

[orange1] 28/3/2017 16:42

If it so nailed-on that the market will go down tomorrow because of Article 50 being triggered why on earth would anybody buy today? If it was so nailed-on that the MicroFocus share price would soar after the company joined the FTSE 100 why did nobody buy the shares before they did?

Answers on a postcard to montybilge. He probably won´t understand them but his microbrain needs the exercise.

[sogoesit] 28/3/2017 16:26

Wedgie : break-out soon... or break-down?
Fluctuations to you all!

[phillis] 28/3/2017 15:43

SP is up because Dustin Jonson is a favourite forthe Masters

But as people realise he probably cant win again then they will probably go down next week (or even sooner)

[montyhedge] 28/3/2017 10:24

Bull markets don't last forever, markets ahead of events. Micro Focus holding very well, with all the uncertainty, US, Article 50 triggered tomorrow.

[kuss1] 27/3/2017 23:51

Markets going through the biggest bull move in a decade. Economies surging ahead. We're basically in the 17 century with the 21 century a few years down the line.

[phillis] 27/3/2017 16:27

Dustin Johnson is the champ
Expect he owns Micro!

[montyhedge] 27/3/2017 14:37

Batten down the hatches, I see 5% correction in markets.

[phillis] 23/3/2017 15:40

up a bit today
must be because Dustin Johnson is a good golfer ....

[montyhedge] 22/3/2017 09:04

What's caused this if Trump does not get he's bill through on Thursday all bets off and 5% correction on the Dow they reckon.

[montyhedge] 21/3/2017 13:32

It's just the FTSE looking so toppy, pullback I reckon around 29th MarchWhen article 50 triggered. May just spook the market. Of course correction everything gets hit the good, bad and ugly.

[montyhedge] 20/3/2017 09:52

Looks like the £ could get stronger, I'm being careful of the dollar earners.

[montyhedge] 14/3/2017 14:28

We all know interest rate rise in US tomorrow, but any negative comment with it could spook the markets worldwide.

[montyhedge] 14/3/2017 09:22

Let's hope revenue will improve at HP down 8% and we are paying top dollar, can't afford any more revenue slip ups.

[montyhedge] 07/3/2017 12:58

Thanks nice winner Sopheon.

[sogoesit] 07/3/2017 11:29

By the way, well played on SPE, monty.
I've gone for PRSM for my next growth play.
Good luck.

[montyhedge] 06/3/2017 12:07

To me Micro Focus is priced to perfection, hopefully no slip ups.

[montyhedge] 03/3/2017 12:08

Thanks, good reply, the only thing, HP software revenue down 8% that's quite a bit, is there a caveat to pay less if revenue does fall further, my fear is Micro pay to much.

[leejp] 03/3/2017 11:14

I would confine HPE's USD debt concerns to their USD earnings which are at comfortable levels. For the takeover, MCRO's share price is at all time highs, which is good leverage for the purchase (66% in shares). The other $2.5bn for the deal will be in USD.

Once the merger is complete, the new group has substantial dollar earnings to hedge their GBP revenue - good re:Brexit etc.

[montyhedge] 03/3/2017 10:11

leejp
Is the strong dollar and weak a double edge sword, HP blaming strong dollar, but weak pound good for Micro, although debt in dollars, any thoughts.

[montyhedge] 03/3/2017 08:50

LeejpAlso with a high p.e, Micro can't have any mishaps or disappointments otherwise shareprice gets hammered.All being well, should do ok.

[montyhedge] 03/3/2017 08:47

If, a big word, they got to improve margins with 8% fall in revenue. But see your point.

[leejp] 03/3/2017 08:09

Price to book for HPE is a very reasonable 1.2. The PBR x PE is well below 22 @ 15.1 Mr B Graham would be proud.

Or EV / Revenue is 0.8 - good value.

The EV is not that much more than the NAV. I think it's cheap.

If MCRO can improve the Op. margin and ROC of HPE to be closer to their own, while maintaining the profit as a % of EV that HPE have, they will do very well.

[montyhedge] 02/3/2017 15:34

What worries me, high pe, we are paying top dollar for HP and revenue fell 8%.

[phillis] 02/3/2017 12:32

wow - is that so?

[montyhedge] 02/3/2017 10:15

Don't buy a share just for the dividend, what you gain in income, you can lose out in capital invested, if the shareprice falls.