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Share Name Share Symbol Market Type Share ISIN Share Description
Proactis Holdings Plc 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
  0.00 0.0% 36.00 35.00 37.00 36.00 35.50 36.00 144,890 08:00:24
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 54.1 -25.8 -27.9 - 34

Proactis Share Discussion Threads

Showing 9901 to 9920 of 9925 messages
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DateSubjectAuthorDiscuss
12/7/2020
12:03
Good outcome for DBAY would be a takeover at anything sub £1. Based on revenue multipliers typically applied to SaaS any takeover should be anything between £1.20 low end up to £2.80 top end. With the backing of HSBC for 3 years in a growing market they could easily get back to £2 on their own but that’s 2/3 years down the line and typically these companies get bought out.
cureboy
12/7/2020
11:44
Right before FSP was stopped the share price was 51p. The BoD put an end to the FSP, fully confident that going independent was the best option, therefore they must have plenty of ammunition to push the value up. Gonna need to start showing it soon to avoid a cheap takeover, looks like DBAY are going for it. If it happens the BoD have themselves to blame.
cureboy
12/7/2020
07:49
If the supplier initiates the discount, without the buyer, the income to bePayd per transaction is likely higher. 2% or more.
p1nkfish
12/7/2020
00:08
Like Sykes said in the investor call, it's a numbers game. If this is anywhere near correct I don't see why people would be selling outside of not believing it or needing the cash now??? Why?
p1nkfish
11/7/2020
23:58
Very hard to predict and uptake may be slow to build. Below is a BS stab in the dark by end of yr 2 worse case. Let's say a 5% uptake within 2 years on 1000 buyers = 50. Say £50K per = £2.5M gross. Let's say 60% margin = £1.5M net. Put a growth multiple on this element of 18 = £27M market cap adder. £95.5M shares = 28p/share adder from bePayd alone by end yr 2. Year 2+, I would expect substantial growth as network effects kick in resulting in higher margin, net and multiple - rocket fuel. If they get to £130M ARR for the rest of the busines by end yr 3 with what is a fairly fixed cost base spread over the extra revenue the £2.10 looks very feasible to me end of year 3. Many, many variables.
p1nkfish
11/7/2020
23:39
At the £500K+ income level it looks like a paid for service, not volume related. If they get uptake at that level it's no bad thing to be annual paid for (subscription). If there is a crash in volume (like now) the income is still guaranteed. At less than £250K revenue levels I guess the % going to bePayd is higher and then total to bePayd is volume related. Given Proactis buyer network (1000+), total spend etc, some rough numbers could be arrived at. Easier if we knew how many customers fall into various spend brackets. There is a real incentive for larger buyers to adopt as income beats bank rates, builds relationships and I bet the subscription is relative peanuts.
p1nkfish
11/7/2020
23:29
From the 8th July webinar. Example guide: bePayd would pick-up £50K on a £250K income for 2% discount on 5% uptake in £250M of spend. The other 2 cases appear to generate no bePayd revenue with it all going to the buyer - perhaps at the higher level it's a paid for service? Lower revenue looks like bePayd get 20% of the total available. "What sort of hard numbers (revenue) do you expect my organisation could achieve? It will vary depending on how much you spend, the percentage discount attained and the volume of supplier uptake. Some of this depends on your supplier relationships and current processes. As a guide we say: Based on an annual spend of £250m and an average 2% invoice discount: • 20% supplier uptake = £1m revenue. • 10% supplier uptake = £500k revenue. • 5% supplier uptake = £200k revenue."
p1nkfish
11/7/2020
20:33
Probably. Interesting someone with a paid ADVFN account voted my posts down. Guess they won't come out of the darkness to say why.
p1nkfish
11/7/2020
18:39
There has never been anything wrong with the Proactis products, their potential or the market size. It's just led by incredibly weak management team and has been for years. Dbay are going to get criminally cheap as a result
whatthe
11/7/2020
15:24
I like SaaS models if the product is good for the target. INS is another in life sciences, been an excellent investment so far. Not a recommendation. Ingenta is interesting, IDOX been good. Not recommendations. All will get higher multiples than PHD imho but PHD should get better than it is.
p1nkfish
11/7/2020
15:14
Thinking about bePayd........if it gets traction it has M£'s of value and has probably cost little to start. 1) Cost of customer acquisition = LOW. Much lower than a banks cost. PHD have a network to promote to and it's all VIRTUAL, very low customer acquisition cost. 2) Customer retention = high in those suppliers needing quick payment from the buyer base. Buyers making a return on their cash balances are also on side and can become sales promoters. Win-win-win to suppliers-buyers-bePayd. Easier to retain if everyone wins. 3) Network - can be similar to viral. Buyers and PHD will want suppliers to use it, happy suppliers will act as reference recommenders to others, see 2) above. Buyers making a return will encourage suppliers. PHD will encourage suppliers and buyers. 4) Risk = relatively low. PHD know the buyers. There is some credit risk but PHD will be able to discount as they have a tonne of info on the buyers. Overtime the discount to the supplier can vary depending on the risk of the buyer and that will become more accurate as more data is collected & better compensate for any risk. Dynamic discounting too. No risk to buyer, no risk to supplier. 5) Banks margin is bePayds lunch - banks don't get a look in outside of funding bePayd. It probably won't become self funding but not impossible if cash is allowed to accrue for long enough. 6) Suppliers could get cheap loans instead but still have the hassle to chase payment - no need with bePayd. Takes minutes.
p1nkfish
11/7/2020
13:19
£2.10 is my target for the take-out of PHD if they can starting firing on all cylinders once through this current mess. £100M+ ARR, say £130M + bePayd. That's what is annoying about a predator at this point with such a large free float outside of 3% holders. There could be a cheeky low bid at any time and the company taken private at 50p-100p as PIs have low ambition and just want a quick return. Not a good result in my opinion and very possible.
p1nkfish
11/7/2020
13:14
I have interests elsewhere in SaaS in a few companies and not all follow the same valuation metrics but the links below are interesting. Proactis, imho, won't get the highest multiple. Below are from posts 11 & 57 on IQG. I think they will get a higher multiple as they create a system of record but it takes time before real lift-off. Once lift-off occurs I expect a rapid incline in valuation over there - NOT A RECOMMENDATION TO BUY. IQG has a share register PHD can only dream of, low float and net cash. HTtps://blog.hubspot.com/service/saas-metrics HTtps://venturebeat.com/2016/03/19/how-to-create-a-billion-dollar-saas-company-build-a-system-of-record/
p1nkfish
11/7/2020
10:33
The debt perhaps?
lewis winthorpe
11/7/2020
10:02
What is a Saas company worth? hxxps://www.saas-capital.com/blog-posts/private-saas-company-valuations-2019/ Low 4.4 x revenue, high 9.9 x revenue. Higher if in a growth, cash generative phase which Proactis is. So on ARR alone they’re worth at least £1.60 a share. Or are my calculations out? Someone care to evaluate?
cureboy
11/7/2020
07:19
Our five 2020 AIM share tips make a big profit and beat the market 10th July 2020 15:49 https://tinyurl.com/v5eoyq9
astaa1
10/7/2020
23:59
Can't work you out Mr Fish. Interesting.
lewis winthorpe
10/7/2020
18:25
Very quiet on news front so they might be helping there or there just isn't news to push the share price
p1nkfish
10/7/2020
18:03
No doubt BoD aware of DBAY hoovering up at 35p.
cureboy
10/7/2020
13:23
Not following so not sure if new news Https://www.directorstalk.net/her-majestys-government-of-gibraltar-adopts-proactis-invoice-capture-to-unify-the-source-to-pay-process/
knowing
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