Micro Focus Share Discussion Threads

[rochdae] 05/11/2018 10:18

Also,

'Trading has also been consistent with the Group's Adjusted EBITDA margin guidance of approximately 37% at the midpoint of that revenue range'

Seems to be saying margins are different at the upper end of the range. Could be revenue is accelerating and margins moving higher.

Like the director change too. As will the city..

[rochdae] 05/11/2018 09:51

Key is improved revenue and at the top end of guidance. Margins steady. Nice recovery underway with no over-promising. Another 200 million in buybacks coming as we enter a strong period in the markets. A year behind schedule when this was 2300 ... now almost a year in and we're at 1250. A long grind back up ... Reckon another 1 billion in share returns on completion of sale early next year.

All looking good..

[cxs1] 05/11/2018 09:46

In here? Yes, have some from high 11s and low 12s. Not expecting miracles, but might bubble back up to 14s! ;)

[umitw] 05/11/2018 09:27

Are you I. Cxs1?

[cxs1] 05/11/2018 07:23

So the buy back is restarting shortly..

[rochdae] 31/10/2018 16:58

What facts do you want?

[rochdae] 31/10/2018 16:14

They were small fry only 5% of the company...

Too much conspiracy theory.

Either micro is a good co. or it isn't.

Time will tell.

I continue to buy the red days.

[cxs1] 30/10/2018 17:06

Nah, those boys sold into the biggest rise, the big run up around 3rd Oct. No coincidence I'm sure.

[rochdae] 30/10/2018 16:53

No monty ...

Mcro went up 100 points soon after Elliot sold.

Now down.

Worst week in the markets since 2008.

In the end, software has a future or it doesn't.

Huge return of value to shareholders coming though.

[montyhedge] 30/10/2018 16:26

Also looks like shorting hedgies increasing position now over 7%

[montyhedge] 30/10/2018 09:40

Since Hedgie Elliot sold been in free fall back under 1000p.

[losses] 29/10/2018 04:17

He always does!!

[volsung] 29/10/2018 02:26

Have a feeling Santa mightn’t turn up this year

[rochdae] 28/10/2018 23:04

Still buying the dips .... Risk and reward relationship.

[losses] 26/10/2018 16:30

Dow 24500 needs to hold other a bit more pain left in the markets

[losses] 26/10/2018 16:19

Difficult to predict as markets overshoot on both upside and down..I recon a bit more destruction needed for correction for another week or two.. everything will get hammered..

[cxs1] 26/10/2018 15:10

Probably right Lossess, I'm keen to see a trading range re-establish itself here before piling in properly, and suspect November will be more of the same. What are your thoughts on a ftse bottom level before it turns up?

[losses] 26/10/2018 10:46

Fantastic trading opportunity once again... however, won't be buying yet as I recon DOw is heading for 23000-24000 before Santa rally

[cxs1] 26/10/2018 10:26

Taken a few now again, back in 11s like I said..But has buyback finished, no r n s today.

[eentweedrie] 26/10/2018 10:23

great opp here - bought in again at 1190 odd. gla!

[cxs1] 24/10/2018 14:40

Well not sure that £200 million was well spent, so far at least. What's next here, another tranche announced?

[umitw] 24/10/2018 14:17

Good that we sold, just wait to get back in again around 1250 p may be.

[cxs1] 24/10/2018 10:40

Yep, looks to be over 600,000 odd bought back yesterday, twice what they bought on Monday.. Maybe citi are buying the dips too. ;) Nah, volume bought back is not a function of the price, probably more spent here when the VIX shoots up.

[chrisgail] 24/10/2018 08:20

What would the share price be without the substantial support, yesterday, of the share buy back programme?

[rochdae] 23/10/2018 21:57

Continue to pick up a few here.

Buy the company not the politics.. or rather buy the cash not the company or something like that...