Microlise Share Discussion Threads

[its the oxman] 01/2/2022 14:38

Can see this testing 100p if it warns again. High risk high reward I guess.

[andre] 25/1/2022 15:21

Wow, quite an effect my post two hours ago. ;0)

[andre] 25/1/2022 13:46

This can't all be down to a wealth oracle article and a supply chain issue that has been known about for over a year? Everyone in industry knew the chip shortage wasn't going to clear in 2022. Microlise being a bit unfairly punished? There is selling on results and a share price cliff drop. This is the latter right now.

[kalai1] 24/1/2022 14:53

Microlise Group plc issued a trading update for the 18 months ended 31 December 2021. The company experienced strong growth in Revenue and EBITDA in line with market expectations with the Annual Recurring Revenue (ARR) run rate at 31 December 2021 at £39.0m, an increase of 9% on December 2020 (£35.7m). The Group was successfully admitted to AIM in July 2021, raising £61.2m of gross proceeds including £18.6m for the Company. This will be used to accelerate organic growth and support the Group's M&A strategy. The company is a newly listed tech, growth story. But valuation is excessive for the time being with PE ratio over 200. Certainly an interesting new tech name to monitor, but no rush to buy anytime soon....from WealthOracleAM

hxxps://wealthoracle.co.uk/detailed-result-full/SAAS/324

[lord beefington] 24/1/2022 11:19

Any idea what's behind today's fall? Fairly signficant one

[theoriginalwonderstuff] 17/1/2022 18:27

Thank you Tole...Very informative links...

[tole] 17/1/2022 17:09

https://masterinvestor.co.uk/evil-diaries/evil-diaries-lies-and-microlise/

[dc2] 17/1/2022 13:52

No idea, but it has been a couple of weeks since their year end, so perhaps a TU coming soon

[theoriginalwonderstuff] 17/1/2022 12:22

Nice ~10% rise. Anybody know of a reason why?? Am guessing someone, somewhere does...

[brummy_git] 17/11/2021 18:19

James Thorne of Columbia Threadneedle talks positively about Microlise here (51:50)

www.youtube.com/watch?v=wuSukSmxo_g&t=1s

[dc2] 09/10/2021 17:19

thank 'surprised' on the LSE board for the link to that prsentation (you need to login/register)

hxxps://www.investormeetcompany.com/investor/meeting/results-for-the-12-months-ended-30-june-2021

[theoriginalwonderstuff] 08/10/2021 20:24

Anybody dial in for the investor presentation at the start of the week??

[theoriginalwonderstuff] 07/9/2021 00:10

Thanks KP.Any chance you know of the contents? Might you be able to share, with appropriate referencing and deference, of course! Thanks ?

[kalapattar] 06/9/2021 17:41

Today's rise is mainly on the back of a SCSW write up & recommendation

[theoriginalwonderstuff] 06/9/2021 17:24

At the risk of creating an echochamber, I wonder if today's further rise (after a reassuring news update) will be followed by a fall tomorrow. Hope not, but...

[theoriginalwonderstuff] 01/9/2021 22:15

Caught sight of this a few days after it floated and after a small uptick in the share price Dipped my toe in at that point. We're now approaching 33% above the flotation price.Question is ... Will it motor on from here, or pull back?? What is "fair value" for the stock (granted, that is the $64 million question for every stock)?!

[wantage] 28/8/2021 08:25

Impossible to buy in any size. Can't find any research.chart is perma bullish. SAAS says it all.

[jomool001] 27/8/2021 15:33

iunteresting share - made a modest entry