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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
  +0.00p +0.00% 136.50p 135.00p 138.00p 136.50p 136.50p 136.50p 18,298 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 52.2 3.7 5.4 25.3 129.97

Proactis Share Discussion Threads

Showing 1776 to 1799 of 1800 messages
Chat Pages: 72  71  70  69  68  67  66  65  64  63  62  61  Older
DateSubjectAuthorDiscuss
11/1/2019
14:39
Spoke w/ Tim a few times in the past year. He's much deeper into the weeds of the business and laser focused on reigniting organic growth (and UK / old Proactis outperforming the Perfect Commerce business in US/EU if the recent reports have been anything to go by). Likely rationale is that UK approach needs to be rolled out in other geographies, so that growth accelerates in the US and EU. Hamp on other hand has never really managed growth and excelled at cost take-out. Now that the two businesses have been integrated and the company has realised cost synergies, it looks to me like a natural step. Only question I have is whether they have enough bandwidth. Seems to me that Tim will need additional support on the sales side given that Proactis has outgrown its current org structure - maybe a "Chief Sales Officer" or something similar?
durthur
11/1/2019
11:52
If target was set on meeting expectations then no reason not to re-iterate as expectations are on target, If anything the way the BOD have acted suggests they are only concerned about the business and I can't imagine a better prepared pair of hands than Sykes.
p1nkfish
11/1/2019
10:48
finnCap yesterday reiterated 250p target price.
mfhmfh
10/1/2019
10:58
Cheers p1nkfish. Techmarketview reflects similar thoughts on returning to the core culture.... Http://www.techmarketview.com/ukhotviews/archive/2019/01/10/proactis-board-shuffle-returns-to-core-values "Thursday 10 January 2019 PROACTIS board shuffle returns to core values Wetherby based, global spend management solution provider, PROACTIS, has announced that its CEO, Hamp Wall, is to step down with immediate effect. Wall is being replaced by the company’s CFO, Tim Sykes, who has been with PROACTIS since it first floated in 2006. Meanwhile, COO, Sean McDonough will assume the title of CIO to “better reflect his present role”. Wall had been at the helm for around 15 months, having become CEO following a reverse takeover of US-headquartered Perfect Commerce in August 2017 (see Transformed PROACTIS returns to the market). Wall is set to continue his involvement with PROACTIS in an “advisory capacity”. Tim Sykes has been a key member of the leadership team at PROACTIS since stepping into the role of CFO in December 2015 and has been actively involved in strategy and M&A. During his time as CFO, Sykes has also helped to restructure the executive team, which he will now lead. PROACTIS has been trading well in recent months and issued a bullish set of results in October 2018 (see PROACTIS – on course for further progress). The company appears to be recovering well from the shock of losing two major oil company clients (Shell and BP) earlier last year (see PROACTIS: strategy sound, but short-term setback). Prior to a more detailed trading update in February, PROACTIS indicated that it “continues to perform in line with management's expectations”. The latest changes appear to install a safe pair of hands in the top job. The appointment of Sykes should also help to ensure that heritage and ethos of PROACTIS return to the fore, following the 2017 Perfect Commerce deal."
rivaldo
10/1/2019
09:24
Https://www.proactis.com/uk/company/news/2019/january/proactis-european-rethink-‘19-event/
p1nkfish
10/1/2019
08:25
Might also come down to efficiency drive. TS will run a tight ship.
p1nkfish
10/1/2019
08:13
riv, Tim Sykes is solid. Good pair of hands and his move up does not cause me concern. "but the Board and Hamp now consider that it is an appropriate time to transition the leadership of the Group." BOD sound like driving this and back to UK leadership of the group. May have been a culture issue, HWs family not liking UK, or previously planned. Having Tim Sykes hand fully on the tiller is not a worry to me. Alan Aubrey had previous experience of TS as TS was CFO at Avacta, an IPO group holding, and was part-time PHD to start with. I often wondered if Alan Aubrey encouraged TS to move to PHD full-time. TS was at the knee of Rod Jones, good double act, during the transition to SaaS. Onwards and upwards.
p1nkfish
10/1/2019
08:07
Sounds like the BOD made the decision. Tim Sykes is a good man, will run it tight in the footsteps of Rod Jones imho.
p1nkfish
10/1/2019
07:35
Always seemed odd that Hamp Wall's office was in London rather than at the company HQ in Wetherby...
pj0077
10/1/2019
07:26
Good news today: "As confirmed in its final year results in October 2018, Proactis continues to perform in line with management's expectations." And HW has been (it seems amicably) replaced as CEO by the CFO, who's been in situ since the IPO. HW will continue in an advisory role. Perhaps he's missing his home in America. The finances seem to have been run well by Tim Sykes, and the Chairman is extremely effusive in his comments, so congrats and good luck to TS going forward.
rivaldo
05/1/2019
23:44
Talk about posting stuff early, this is dated 7/1/19 on 5/1/19. Https://www.proactis.com/uk/company/news/2019/january/spend-management-challenges-2019/ Looking forward to next set of results & any news from Finance Solutions area.
p1nkfish
12/12/2018
16:49
AGM due Wednesday 19th December
pj0077
12/12/2018
07:29
They didn't last year so assuming they won't unless someone knows to the contrary
davr0s
12/12/2018
06:55
Are they likely to put out an AGM statement next week?
macarre
01/12/2018
09:48
They are moving into middle market as margins and saturation issues at the top end. Full offering needed (PHD) to compete along with extra sourcing services (PHD). See PHD as more of a target of Coups.
p1nkfish
01/12/2018
09:35
They aren’t making cash flow losses in any case - as they grow, they’re spinning off cash as customer prepay by up to a year. Means that they can indefinitely support current losses if they grow at similar (in absolute terms) rates. Expect Coupa to either be bought by Oracle (similar to SAP & Ariba) or become the “Salesforce221; of indirect procurement software. Don’t count on them to implode, just think of what is left to compete for around them.
durthur
01/12/2018
09:13
2 acquisitions since Sept 2018. 12 in total. They like to spend.
p1nkfish
01/12/2018
08:05
Relax p1inkfishCoupa have over $200million of net cash on their Balance Sheet... which will sustain losses at the current rate at least until 2023.
pj0077
30/11/2018
16:43
It will catch-up with AIM and surpass. Look at the entirety. SaaS, business network, vendor finance, sourcing services. It's the only one integrated in such a way & a global top 5. Buy, sit back and watch what happens. The build out is largely done, future customer acquisition costs are reduced and the market to address is massive. Let's hope Coupa implode as PHD will really mop-up then.
p1nkfish
30/11/2018
14:52
TBH, no reason why a catch-up to AIM is due. It's a SaaS business, and only investors that tend to be willing to pay up (US tech focused) are unable to invest on the AIM. Dual listing would solve that, but not sure if that'll ever happen. Agree though, AR is a good read.
durthur
28/11/2018
11:28
A little more depth in the annual report and graph comparison to AIM over about a year. Catch-up to AIM due. CLNs to convert January post x-divi date. Read it all and a little more flesh on the bone with rational for the acquisitions. A good read.
p1nkfish
28/11/2018
11:17
x 2 huge buys today
mfhmfh
26/11/2018
14:47
You are right, it looks new. Excellent.
p1nkfish
26/11/2018
12:03
I've not seen any indication that this is an upsell. Where did you see this?
durthur
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