Proactis Dividends - PHD

Proactis Dividends - PHD

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Stock Name Stock Symbol Market Stock Type Stock ISIN Stock Description
Proactis Holdings Plc PHD London Ordinary Share GB00B13GSS58 ORD 10P
  Price Change Price Change % Stock Price Low Price High Price Open Price Close Price Last Trade
0.00 0.0% 36.00 35.50 36.00 36.00 36.00 08:00:24
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Industry Sector

Proactis PHD Dividends History

Announcement Date Type Currency Dividend Amount Period Start Period End Ex Date Record Date Payment Date Total Dividend Amount

Top Dividend Posts

cureboy: I’d also argue new TCV does not drive the share price here particularly as the ‘record levels’ announcement didn’t shift it. We just need other ii’s onboard or DBAY to drive it.
p1nkfish: 30/4 - Thought this had already been posted. Having listened more than once my posts above are my interpretation of the information taken in the round from my notes. I listened a few times and joined up the dots. Decent Q&A at the end. Notice the question from Libereum, N+1 etc but since the presentation only DBAY buying in volume with a firm limit set for their buy upto price. This must be on the watchlist of a few ii's but until there is more certainty I don't see them jumping in. The Proactis RNS confirming the business level since is re-assuring but note the caution if the virus impacts for too long as they will see multi-months of reduced new signings but fortunately zero churn too. They were confirming 2020 is in the bag - hence the RNS - but sensibly signalling caution if the virus lasts too long. Also caution on bePayd due to the uptake in uncertain times and reduced supply side activity during this period. Confirmed it's at MVP and unique. Interesting he mentioned 2 things I missed for bePayd. 1) Late payers are a margin risk - pretty obvious but I missed that. 2) Solvency of buyer is a risk - heightened during lockdown. Missed that, obvious though. My interpretation is, I consider, straight down the middle. I hold but won't talk things up, just post what I see and think. After this is cleared up expect targets of towards £50M ARR on US and DE/FR each. This will be rocket fuel but realistically it's 2-3 yrs out imho. bePayd a bonus on top. He mentions separating out DE & FR numbers in future as seperate management teams. The ARR, in my opinion, is there for the taking if they have the right people and incentives but first need to clear what may be a weak start to FY21 and my experience has been (elsewhere) churn has low lead-time and can happen in days. A new sales cycle can be 3-18 months, hence potential dip in performance. He mentions timings for sales cycle etc. The base expenses will increase with ARR but not by much imho so new business in US/DE/FR can be lucrative upside. Growth in rev and net income, add a re-rating and I expect a much higher share price but not for a while still. Do you think the same? What do you think? I hold but weakness would not be a surprise and DBAY will take advantage and may be able to do so at < 35p imho. A sell of the company at low valuation would be a travesty as much hard work is completed. Note he mentions no more M&A and it had been a successful strategy until their one rather large mistake - Perfect Commerce but he didn't mention the name specifically so imho. A confession there. All in it's positive but not a quick 3-6 bagger from here. Buying on clarity of new business vs churn might be sensible but it could have moved by then. If the TU mentions weak new signings it could droop. Https://
lewis winthorpe: Peter,You have already stated many times that you are not waiting that long? Make your mind up.There are also 40-50mill shares held by PIs. That is significant and is part if the reason for the quick buck swings in the share price.Lou.
kirk 6: I think he is buying a position everything now looking good the only grip is management and the fact we haven't had no management changes. Give Tim one more chance!!! This time next year we will be multi millionaire and the share price will be £2.52
daveboy1: Let the share price do the talking.
cureboy: I’ve only been investing for around 2 years but please can someone explain why the share price didn’t move up today with the huge volume of buys at the end there? They are 100% buys looking at the prices. Or is this just manipulation? In which case how is it allowed/legal?
kirk 6: A lot of people thought there was a placing any minute however due to the reset of their banking facilities with HSBC we are now in a much stronger position than when the share price was 50p. With business pretty much as usual and a share price of 26p, over the coming few weeks there is at least 100% upside as bepayd is rolled out. If we get a bepayd update then I expect 200-300% upside from today's depressed share price
p1nkfish: I think it's you 97p! Whatthe can't buy the others except Coupa as they are all privately held and would need a stake in PE that has other holdings too and so diluting exposure. In terms of share price, Coupa has grown less in share price since float than Proactis did. Granted it's still up but it's not apples-apples and is not a direct comparison. It is on a high rating, looks like on cusp of breakout - go buy it. I prefer the unloved turnaround story that can start a new uptrend, but I'm weird compared to whatthe and strawberry person. Best thing dissatisfied people can do is sell and be happy. Move on to where the grass is greener. Sad to hang round here when so bitter & dissatisfied. Same as an employee, if so bitter just go before you get pushed.
p1nkfish: Looking over the SEC portfolio PHD is by far their poorest performer. A couple of others are down but PHD is head and shoulders the black sheep. New manager = new broom. Headline metrics will improve if they dump PHD unless they believe a come back to £9,308K portfolio valuation plus inflation is possible. First investment was Nov 2017. At 6.4% of 95.5M shares and £9.308M valuation = £1.52 approx as needed share price before inflation. My suspicion is AIFM will look to sell down PHD unless totally convinced there is a real chance of substantial recovery. Will this be dribs and drabs or some decent sized transfer? Dyor.
p1nkfish: It was interesting as the share price indicated lack of belief the FSP would go through, like PHD. Different market segments, 6-8 weeks difference in the announcement of the FSP. Let's see. Acso fell from about 490p to about 350p after cancellation of FSP. If PHD pulls FSP is it likely to fall 49p towards 35p? 2 yrs later is will be closer to 100p+, still independent & paying a dividend. Just imho.
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