Micro Focus Share Discussion Threads

[woodhawk] 23/4/2018 22:10

Don't feel victimised - he does it everywhere!!

[losses] 23/4/2018 18:52

Micro Focus International (MFGP) Shares March Higher, Can It Continue?https://finance.yahoo.com/news/micro-focus-international-mfgp-shares-153503208.html

[tradejunkie2] 23/4/2018 18:45

Tick up if you think Monty is a numpty

[losses] 23/4/2018 18:39

Monty the numpty... I like it.

[ilovefrogs] 23/4/2018 16:43

in all honesty, I don't believe that Loosemore and co need any pressure, particularly given Loosemore's personal holding!! I really think it was case of getting rid of Hsu, and then re-applying the normal MCRO business model. The risks are high of course, but the rewards will be substantial, even if only partially successful. Still hovering around a single digit PE as well.

[highlands] 23/4/2018 16:00

Hopefully they will put pressure on MCRO and get things moving to get the share price back up quickly!

[ilovefrogs] 23/4/2018 15:58

Elliott stake confirmed at over 5%. Media reports proved correct. MH proved to be a numpty.....

[highlands] 23/4/2018 15:57

Elliot holding 5.1% (1.43% shares and 3.67% financial instruments)

[highlands] 23/4/2018 08:25

Any more shorts to report Monty?

[ilovefrogs] 19/4/2018 10:58

I love stocks with big short interests. This is effectively pent-up demand for shares which we know is coming - ultimately they have to buy back. It also means that the effect of any good news is multiplied as the shorts get squeezed (eg the Elliot news). My targets - £15 by end of summer, £20 by the end of the year as the (proven) management get to grips with the problems. Of course, execution risk remains, but I think that's in the price now.

[highlands] 19/4/2018 09:19

Despite all that alleged shorts the share price is stable.

[montyhedge] 19/4/2018 08:01

Shorting hedges 3.8% now.

[highlands] 18/4/2018 09:26

We'll see £15 and even £20. It's just a matter of time!

[umitw] 18/4/2018 07:42

Hoping for £15 here!

[losses] 17/4/2018 15:01

Consolidating before next leg up.

[losses] 16/4/2018 10:01

We will find out soon enough...Activist Elliott now largest shareholder in Whitbreadhttps://uk.finance.yahoo.com/news/activist-elliott-now-largest-shareholder-whitbread-084242419--sector.html

[montyhedge] 16/4/2018 08:24

Rubbish, they bought a small stake under 3%, why mention they bought did not have to. One reason share price reaction, which they got, very clever.

[losses] 13/4/2018 19:55

Report suggests they want to push changes through... surely they know how much they need to hold to achieve this...I'm sure they will increase this amount slowly or maybe to remain anonymous other parties might be buying aswell keeping below threshold... When the time is right then makevthe swoop

[hades1] 13/4/2018 19:11

Sadly so far just rumours and as pointed out likely less than 3%.Likely they will just watch awaiting next reporting cycle.

[sogoesit] 13/4/2018 18:26

Right now Elliott probably think the sum of the parts is worth more than the whole.
At what price does the sum of the parts equal the whole or does aggregation enhance the value or distract from the value (of the sum)?
Elliott probably think the latter but they're on a one way bet because at this share price the company is undervalued on both scenarios.

It's called a win/win deal, or trade, if you like.

All Elliott has to do is sit tight... like most of the players who bought on the pull-back.
Nice!

[montyhedge] 13/4/2018 17:18

Of course massive bear squeeze, is it all hype, what they going to do, not even a stake over 3%, I can see.
Why should Micro Focus take any notice. If it was my company I would tell them to go forth and multiply.
One thing perhaps Micro Focus directors are happy, got the shareprice up, lol.

[umitw] 13/4/2018 17:15

I think the shorts are closing, as the volume last 2 days are very high.

[umitw] 13/4/2018 17:13

Monty it was for one day, may be they are buying a little everyday !

[montyhedge] 13/4/2018 16:52

Thats right not 5% not even over 3% even otherwise they have to announce rns under UK stockmaket rules
So why not say how many they bought, I reckon well under 3%, could this be all hype. Lets wait and see.
I will take notice when we know how many shares and if they can get a seat on the board.