Share Name Share Symbol Market Type Share ISIN Share Description
Proactis Holdings LSE:PHD London Ordinary Share GB00B13GSS58 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +4.00p +3.43% 120.50p 118.00p 123.00p 120.50p 116.00p 116.50p 38,345 15:33:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 25.4 -2.7 -5.9 - 111.99

Proactis Share Discussion Threads

Showing 1701 to 1724 of 1725 messages
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DateSubjectAuthorDiscuss
18/10/2018
14:16
What these get up to can influence PHD positively, also a sponsor of ReThink '18 and involved with Mil sector, TfL, Councils etc. Look like a very useful partner. Https://www.commercedecisions.com/news-stories#headingOne
p1nkfish
18/10/2018
11:20
Impressive consistency in new contract awards at ProactisStock about to explore upwards - spread for 5,000 shares is 119-130
pj0077
17/10/2018
19:09
Very good news riv.
p1nkfish
17/10/2018
13:28
Good news: Https://www.proactis.com/uk/company/news/2018/october/rmpfs-royal-mail-greater-source-to-pay-controls/ "RMPFS, part of Royal Mail PLC, achieves greater source-to-pay controls and efficiencies with Proactis 17 October 2018 - Proactis, the global spend management and B2B eCommerce company, has announced that Proactis solutions form a key part of a Royal Mail Properties & Facilities Solutions (RMPFS) transformational change programme. The key objectives fulfilled by Proactis include up-front control, visibility and authorisation of spend, automation of the procurement process for both catalogue and non-catalogue orders, control of supplier management and improved efficiency of the invoicing process. RMPFS provides a professional Facilities Management service and is responsible for maintaining one of the largest corporate real estates in Europe, with over 2,600 sites and 500 engineers. The organisation’s SMART Engineering project involved implementing modern, intuitive and proven spend management software to deliver process efficiencies and automation. This drive for efficiency was central to the terms of their SLA’s and working model with the Royal Mail. Following an extensive review of its existing source-to-pay processes, Proactis was selected to supply a full end-to-end solution for all goods and services procured and paid for by RMPFS within the Engineering community. Part of an initial evaluation included ensuring enterprise-wide adoption, with access to Proactis from their Toughbooks (laptops that engineers use) and Android mobile devices. “Proactis has enabled us to gain greater visibility and control of our complete source-to-pay process. This includes the streamlining and automation of processes, the introduction of best practices and support for financial and procurement transformation, and was done without compromise to existing systems and processes,” stated Tim Middleton, RMPFS Project Manager. Use of Proactis has improved purchase order compliance in all categories of spend. A mix of Catalogue suppliers is available for categories across parts and materials to consolidate spend across the Group, and other approved suppliers/contracts are available to support more unique purchases. This, in turn, helps reduce retrospective orders to aid control and analysis of spend. Now, when a PO is issued, an email, customised to look like an official RMPFS communication, is generated to the supplier to confirm the delivery date. The invoicing process is more streamlined and efficient. “Over 500 RMPFS engineers, spread across the UK, have been trained on Proactis. The implementation and training process was very fast and straightforward and we have appreciated Proactis’ partner approach,” said Tim. “The integration with our Infor Finance and Job Management systems is complete and everyone has found the solution easy to use and administer.” With the successes that Proactis has brought to the Engineering services, RMPFS is now looking to roll out the solution to the rest of the Group and include all spend categories including the ‘soft’ services, such as cleaning etc."
rivaldo
15/10/2018
14:42
Good news on TfL p.o.. Sooner Coupa "come a croppa" the better. I know the spelling is wrong but it looks better and trips off the tongue.
p1nkfish
15/10/2018
13:57
Relax p1inkfishCoupa have over $200million of net cash on their Balance Sheet... which will sustain losses at the current rate at least until 2023.Moreover I just tried to register for their London conference only to discover that the entry fee is Eur450... so their cash balance is only going to grow in the near term.
pj0077
15/10/2018
13:44
https://www.proactis.com/uk/company/news/2018/october/proactis-commerce-decisions-transport-for-london/You're slipping, p1inkfish ;)
pj0077
14/10/2018
22:54
This is approx what the market is prepared to pay for Coupa. Makes PHD look a TOTAL BARGAIN in comparison. Look at the PEG > 9000. Forward P/E 1,050.83 PEG ratio (5-yr expected) 9,663.44 (GO FIGURE) Price/sales (ttm) 16.71 Price/book (mrq) 14.44 Enterprise value/revenue 14.88 Enterprise value/EBITDA -86.9
p1nkfish
14/10/2018
22:40
Looking at background, Coupa raised $169M before float, Another £133M approx at float. Lots of acquisitions and STILL losing money with 700+ customers including some excellent top-notch blue-chips. A problematic competitor burning cash the market is willing to supply so long as there is share price appreciation based on increasing revenues. For the piper to stop piping either there has to be a revenue reversal (doesn't look likely) or a market scare causing profit to be prioritised over just revenue. Until then they are going to be a problem.
p1nkfish
14/10/2018
18:47
Coupa are still losing money but aggressively grabbing revenue. This is their London meeting - must be costing a fortune. Some of the companies speaking are very impressive though. Will they high a brick wall? Very much hope so but they have some big names as customers. Https://www.coupa.com/inspire/2018/emea/
p1nkfish
14/10/2018
18:08
Hubwoo results to.31/7/18 for 12 and 19 months. Https://www.nasdaq.com/press-release/hubwoo-financial-information-for-19-months-ending-31st-july-2018-20180928-00599
p1nkfish
09/10/2018
08:19
Slightly related, TUNG have been a basket case and Odey pushed for management changes to deliver revenue growth. Reading RNS today the business description below is an indication of the opportunity open to PHD too now. Potentially huge. No reason why PHD can't have a slice of this pie. "Tungsten Network is a secure business transaction network that brings businesses and their suppliers closer together with unique technology that revolutionises invoice processing, maximises efficiency and improves cash flow. Delivering trusted connections and streamlined transactions, the network also provides users with real-time spend analysis and offers access to trade finance through Tungsten Network Finance. Tungsten Network processes invoices for 74 percent of the FTSE 100 and 71 percent of the Fortune 500. It enables suppliers to submit tax compliant e-invoices in 48 countries, and last year processed transactions worth over £164bn for organisations such as Alliance Data, Cargill, Deutsche Lufthansa, General Motors, GlaxoSmithKline, Mondelēz International, Henkel, IBM, Kellogg's and the US Federal Government."
p1nkfish
04/10/2018
07:26
Good - Https://www.proactis.com/uk/company/news/2018/october/proactis-digital-outcomes-specialists-framework/
p1nkfish
01/10/2018
20:13
The downside is being an acquisition target if the share price doesn't move first under it's own steam. Reasons for holding are now derisked value (biggest single product customers gone), derisked potential future growth (same reason plus new services and cross-sell) & target of acquisition setting some floor. What's not to like? "We note a number of recent trade and private equity transactions in the space."
p1nkfish
01/10/2018
19:13
Good spot p1inkfish, I hadn't seen SEC's results today.I'd say that the last sentence is fairly benign.Basically I think they're saying:* we bought shares in Proactis* the share price has since fallen* yet Proactis is a growing company with great client retention* the industry is fragmented & consolidatingThey are implying that they continue to think that Proactis is an attractive company to be invested in & 'perhaps' it could be a takeover target ... although as we know, Proactis see themselves as an acquiror rather than acquiree.
pj0077
01/10/2018
17:17
Strategic Equity Capital results today. Anyone care to comment on the last sentence? Do they know something as I read it as suggesting PHD as a target. Very much the case once the APF shows some traction imho. "Proactis was a new investment made in the period as detailed in the following section. Following strong updates in October last year and February of this year, the company warned on profits in April. The primary reasons were the loss of two large customers, adverse foreign exchange movements and an incrementally slower pipeline of new business. The extent of the downgrade was magnified in the share price reaction. This was unexpected by us and the market given the market leading levels of customer retention (95%) and history of operational delivery. The company later disclosed that the two customers took a single product as opposed to a suite, were multinationals as opposed to their core base of SMEs and public sector bodies and had given notice to transition away over a number of years, but left sooner than this. Whilst this is very disappointing, the levels of retention remain very high, the ongoing customer concentration risk is low and the product quality is unaltered as evidenced by the continuing high win rate and a demonstration we attended at their Head Office. We believe the company is well positioned in the growing, but fragmented Procure-to-Pay (P2P) software market. We note a number of recent trade and private equity transactions in the space."
p1nkfish
24/9/2018
10:29
St 165p there is still good upside if they hold the shares imho.
p1nkfish
24/9/2018
10:28
Hamp Wall comes across as very capable as a salesman as well as CEO. Too few of those types as CEOs.
p1nkfish
24/9/2018
10:27
Other directors bought about 155p thinking they had a bargain too. Good sign of confidence by Wall and Shannon.
p1nkfish
24/9/2018
10:26
Below taken from the N1 Singer 22/08 BN: We have revisited valuation and made the following amendments to our assumptions: a) we have updated peergroup multiples within the peer-based component of our valuation; b) we have increased the discount to the peer group average FY 2018 EV/EBITDA multiple from 30% to 50% to reflect ongoing earnings risk; and c) we have increased the WACC in our DCF analysis from 7% to 10% to reflect the revised debt profile. This generates a new target price of 115p. Given the multiple changes in outlook in recent months, we believe that earnings risk remains to the downside ending reassurance that deal intake levels will translate into the revenues and margin expected. We therefore reinstate our recommendation with a Hold. Full year results will be released on 30 October.
euclid5
24/9/2018
09:56
PROACTIS Holdings PLC ("PROACTIS", the "Group" or the "Company"), the global spend management and B2B eCommerce solution provider, announces that it has received unconditional and irrevocable notices from Hampton Wall, Chief Executive Officer and Tripp Shannon exercising the conversion rights over the 2.0 per cent. convertible unsecured loan notes due 2022 (the "Convertible Acquisition Loan Notes") issued as part consideration in connection with the acquisition of Perfect Commerce, LLC on 4 August 2017. The respective conversions of the Convertible Acquisition Loan Notes will take place after 1 January 2019 but on or before 10 January 2019. This will result in the issue of a total of 2,360,728 ordinary shares of 10 pence each ("Ordinary Shares") at that time and application will be made for the Ordinary Shares to be admitted to trading on AIM no later than 10 January 2019. A further announcement will be made at that time. Hampton Wall has given notice to the Company to exercise the conversion rights of the Convertible Acquisition Loan Notes into 1,770,546 Ordinary Shares, being the principal amount of $3.75 million plus all accrued interest up to the date of conversion at a conversion price of 165 pence per Ordinary Share. Tripp Shannon has also given notice to the Company to exercise the conversion rights of the balance of the Convertible Acquisition Loan Notes into 590,182 Ordinary Shares, being $1.25 million plus all accrued interest up to the date of conversion at a conversion price of 165 pence per Ordinary Share. Mr Wall and Mr Shannon have both entered into orderly marketing agreements which govern the circumstances in which the Ordinary Shares issued to them can be disposed of during the 12 months following the issue, the terms of which are set out in the Company's admission document dated 7 July 2017 and which is available from the Company's website. The foreign exchange rate used for the USD denominated Convertible Acquisition Loan Notes was 1.32 USD/1 GBP. Hampton Wall, Chief Executive Officer, commented: "Over the last year we have made significant progress in integrating the businesses that we put together in August 2017 and I am delighted to demonstrate my confidence in the prospects for the Group by committing to convert at a price of £1.65, a significant premium to today's price." Https://www.investegate.co.uk/proactis-holdings--phd-/rns/notice-to-convert-acquisition-loan-notes/201809240821136756B/
euclid5
21/9/2018
11:42
Wish I bought more at 100p. High risk. But must admit, its seems to be shaping up nicely now.
its the oxman
21/9/2018
09:35
A game changer that I don't believe is in the price yet until it's proven.
p1nkfish
21/9/2018
09:34
Yes. Has been oversold & there is demand. A sweet combination of offerings from PHD now. Interested to see first 6 months of APF results just as an indicator. Expect slow take off then towards parabolic (at much lower margin) as take-up occurs. Even in a less than exuberant market people will sit up and take note if/when APF gets traction. A game changer.
p1nkfish
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