Outsourcery Share Discussion Threads

[vyke82] 24/11/2014 10:20

went too fast too soon. needs to settle towards placing of 20p

[domingodxb] 24/11/2014 10:06

Market leader in cloud with a market cap of a 2 bed flat in Central London.. Ha.

[leebong] 24/11/2014 08:31

OUT is in the process of becoming a Cloud Computing market leader...the share price may rise back towards 110p soon.

[fillipe] 24/11/2014 08:24

A very nice rise this morning but I feel it won't hold without further positive newsflow. Just imo.

f

[romeoandjuliet] 24/11/2014 08:10

Once any cash flow doubts are overcome, this will be the kind of share insti's will love with ability to multiply EBITDA based on generating revenue

[tpau] 22/11/2014 23:11

40p definitely on the cards, that's the first resistance level but it may sail straight through it. The Microsoft deal is huge

[kirk 6] 22/11/2014 20:28

I'm buying Monday think this has a long way to go

[tpau] 22/11/2014 16:48

I will be adding Monday :)

[smackers prudentia] 22/11/2014 16:33

Dragon’s Den star Piers Linney may have wished he’d said ‘I’m out’ after seeing shares in his cloud computing company Outsourcery take a hammering post-listing.

The IT house made its market debut in March last year priced at 128p a share, but the shares have tanked and were trading around 15p at the start of this month.

There was better news this week for the youngest dragon in the den. Outsourcery has finally worked its magic to land a deal with Microsoft.

The firm has been named as one of a handful of firms in the UK that will be able to bill, manage and support Office 365. Shares jumped 40 per cent in the past five days and now stand at 22p

[tpau] 22/11/2014 10:14

From the other thread...


femaletrader
20 Nov'14 - 12:08 - 431 of 433 0 0


OUT 71P

Why Outsourcery just surged by 89%
By Lee Wild | Thu, 20th November 2014 - 11:27
Why Outsourcery just surged by 89% We caught up with cloud service provider Outsourcery recently, and after an interesting conversation with chief executive and Dragon's Den star Piers Linney, concluded that "the shares could fly." Eight weeks later, and having just secured inclusion on the Microsoft Cloud programme, they have.
As part of the Microsoft Cloud Solution Provider Programme, Outsourcery can now provide direct billing, sell combined services and support Microsoft Cloud offerings such as Office 365.

"We are able to further integrate Office 365 with our own offering down to billing whereas previously the billing and contractual relationship was managed by Microsoft," said Linney Thursday. "As we have already proven, we can add material value for end-customers by integrating Office 365 with our own cloud capabilities to create hybrid solutions for commercial and public sector organisations."

This is a clear boost to Outsourcery whose share price has slumped since listing on AIM at 110p in May last year. It closed at just 10.25p Wednesday night, but traded as high as 19.35p Thursday.



As we acknowledged in September, there have been problems. Partners have come on stream much slower than expected, always an issue when dealing with big organisations. That explains modest revenue of just £3.4 million in the six months to June 2014, which includes no contribution from key strategic partners.

With hefty admin costs of £4.8 million, Outsourcery made an underlying pre-tax loss of £3.6 million during the period. But it's the top line that's important here. Its main cost is people, and spend doesn't increase much whether the business is generating sales of £1 million or £50 million.

"The model isn't broken, it's just delayed," Linney told Interactive Investor. "If Vodafone (VOD) and Microsoft (MSFT) thought we weren't special they wouldn't be working with us."

Outsourcery focuses on the delivery of services based on Microsoft technologies; things like servers and emails. It designs and deploys cloud services for partners, which it then bills monthly based on usage and storage. Others are charged a monthly fee. Contracts are typically for three to seven years.

Interestingly, the company is also working with Microsoft and Dell (DELL) on highly secure cloud services for central government. Linney tells us that Outsourcery is one of only two UK companies capable of doing this on scale, and hopes to generate revenue from it during the first quarter of 2015.

According to house broker Investec Securities:

The company will need to prove that it can deliver this level of new business from its growing pipeline. More frequent news of material contract traction with its large partners will give forecast confidence and ease balance sheet concerns. Until we see evidence of this we expect the stock to continue to be volatile, but retain our Buy based on the long term potential of the business. Our new 71p TP is based on 2x FY15E EV/Sales.
As we said before, Outsourcery shares are not for widows and orphans, but they should do well when there's evidence of greater up-take.

[domingodxb] 22/11/2014 09:30

Tpanu, not sure my credentials or some guys reputation matters.. I work in this space and my humble opinion is this business model needs further work.. and I doubt they have time, byt hey what do I know.. well I know you cant pay staff with reputation so you better be able to make money... and the question is does this company make money or not? at the moment it doesn't.. so why invest.. there is a good chance this will go private or close in the next 12 months.. its down 80/90 percent in a year... I wish you luck and will look for better prospects..

[tpau] 21/11/2014 20:13

Really and what are your credentials? Maybe you should warn Piers Linney before he loses all his cash and reputation LOL



"Outsourcery is one of limited number of UK partners with the ability to bill, manage and support Office 365. Well done Outsourcery. The programme is indeed invite only – and is exclusive like ferrero rocher at your aunt Miranda’s Christmas bash. The programme has two types of member: 1-Tier partners looking to provide end-to-end (Microsoft) customer experience, including customer support. 2-Tier (the sandboys) resellers working with 2-Tier distribution partners to sell Microsoft cloud services with the 2-Tier distribution partner provides reseller and customer support. Most partners will be 2-Tier reseller.

Good news somewhat diminished today as Microsoft Azure (Microsoft cloud) status page says oh dear, oh dear problems. A global problem but the European operations are taking the longest to fix. Access to Microsoft’s Office 365 online suite of apps and its Xbox Live gaming facility are among services affected. Microsoft is attempting to make gains on the market leader, Amazon Web Services, as well as IBM, Google and others."

[domingodxb] 21/11/2014 18:54

pump and dump. beware.

making money of cloud is not easy. selling it through partners impossible. companies this size that are profitable do cloud as part of a much larger managed services and solutions portfolio. I don't think this current business model of just cloud at this scale can ever be profitable. why buy from them when you can buy from ms directly...

[loverat] 21/11/2014 17:29

There was a brief period just after the RNS before it moved. Probably the RNS was also good in terms of the fact there was no further profit warning. Prior to that everyone was expecting more delays/cash calls RNS etc etc. The share price rapid decline in the days before is often indicative of a large reversal hence why sometimes it pays to take the risk.

[tpau] 21/11/2014 16:32

Nice strong finish for Monday. I have just dipped my toe in but will be adding. :)

[j777j] 21/11/2014 16:31

Very good week indeed.

[alexios1201] 21/11/2014 16:19

53p to scare the shortsC'mmon

[darius12] 21/11/2014 15:10

Finally some good news from Outsourcery

[darius12] 21/11/2014 15:10

Finally some good news from Outsourcery

[oilyrag] 21/11/2014 12:12

Large spread there to deter trading.

Latest quote I had was 21.02 to sell and 22.5 to buy.

I still hold and good luck to all.

At 120p per share I could retire, opps already done that.

[21trader] 21/11/2014 12:07

jeez

26p it touched the world is going mad

[leebong] 21/11/2014 12:06

Outsourcery (OUT) A 50 day moving average break could lead to 40p

As is normally the case with beaten down stocks of all shapes and sizes, the main problem for most traders and investors is trying to steal themselves to get back in the saddle if it appears the sell off has been overdone. Presumably some brave souls are grappling with this type of issue at Quindell (QPP) at the moment? As far as Outsourcery PLC (LON:OUT) shares are concerned at the moment we are coming off quite a bruising breakdown as revealed by the daily chart from April through to June in the first phase. The break of the June floor in August at 23p has seen the stock slide further, but at a decelerating rate. The hope as far as the bottom fishers are concerned is that the latest spike for the stock is more than a dead cat bounce and a weekly close back above the 50 day moving average now at 15.19p could be the technical buy trigger for lasting recovery. Indeed, this feature is key given the way that in many of the most bearish scenarios it is the 50 day line which can single handedly cap any recovery attempts.
In fact, those who are cautious on the bull argument here at Outsourcery could wait for the intraday high of Thursday at 19.35p to be broken to call the shares back up as high as the top of a broadening triangle from June towards 40p – a 1 to 2 months price target. At this stage only a weekly close back below the triangle floor at 10p would really be dangerous in terms of hinting at an extended downside move.

www.directorstalk.com/outsourcery-50-day-moving-average-break-lead-40p/