Proactis Share Discussion Threads

[cynical sid] 30/4/2019 08:51

Don't worry about EezyMunnyI'm pretty sure he was made redundant by PHD...only way to explain the relentless vitriol against a company valued at £28m!!

[lewis winthorpe] 30/4/2019 08:49

Ez,"I Think" implies opinion, good luck with the FSA.You have far too much input on a minor PI bb to not have a financial interest here.Quite amusing never the less. Every now and again P1nk touches a nerve and off you go.10p placing in pie in the sky btw. That's my "opinion", please don't report me to FSA. What would Billy Valentine do without me! Mr Beaks!

[kemche] 30/4/2019 08:49

The PE will likely buy it at NTAV in my opinion. Which is?

[p1nkfish] 30/4/2019 08:44

Any individual can think whatever they want. There is no law against thinking - yet - especially when the thought is based on the STATEMENT of a legitimate knowledgeable source.

Please mention the Finncap STATEMENT in your complaint to the FCA.

Use your brain.

[p1nkfish] 30/4/2019 08:28

EZ, you make yourself look a numpty who is a legend in their own head.

Read it again.
You would be useless in a court of law.
"think".

Really, you have exposed your inability to reason and understand.

[kemche] 30/4/2019 08:13

£164m intangibles. Bodes well.
Margin? NTAV? Hmmm.

[eezymunny] 30/4/2019 08:04

I didn't comment on what HE said I commented on what YOU said. And you appear to have just made it up. Which is illegal and subject to a possible prison sentence IIRC.

xxx

[p1nkfish] 30/4/2019 07:56

But more than current share price imho.

[buywell2] 30/4/2019 07:26

Where there is a WILL there is sometimes some money

Not always as much as those getting some hoped

[p1nkfish] 30/4/2019 07:18

My questions are:

Does a PE or trade buyer show their hand to the market until absolutely necessary? NO. They keep low so as not to shift the market price. Final offer can be average price of previous "x" market days plus a % premium if not based on fundamentals.

If approached can management thereafter buy in the market, knowing? Not unless they want to be in trouble.

Would Finncap know where stock has landed?

Why no TR-1's given the volumes sold?
Dont say it's all PIs < 3%. Might it be stealth stake building?

He said "WILL".

[p1nkfish] 30/4/2019 07:10

Can't you read what he said. "Will".
How does he know?

Look up the definition of WILL and work back to how be can say that.

Undervalued and back stopped by PE or a trade sale.

[eezymunny] 29/4/2019 22:59

"I think trade buyers or private equity have already been sniffing around and its known PHD can easily find a suitor if needed"

That's what you said.

There isn't a "WILL" in there.

FFS

It's just so so so so so pathetic. You sooooo deserve a 10p placing...

[p1nkfish] 29/4/2019 22:47

EZ, read.
It says "WILL".
This is undervalued and a future higher price is backstopped by PE or trade sale.

Engage brain lad.

[p1nkfish] 29/4/2019 21:46

I think trade buyers or private equity have already been sniffing around and its known PHD can easily find a suitor if needed.

Analyst Andrew Darley at FinnCap said: “........a series of challenges which have the opportunity to be corrected with significant valuation benefit – and if not, then private equity or trade buyers will be interested.”

[p1nkfish] 29/4/2019 18:47

Culmination, worse may be behind.

"Deal intake has been strong, with 34 new names and 54 upsell deals with a combined total contract value of £6.1m (31 January 2018: £5.6m). Reported revenue increased to £27.7m (31 January 2018: £26.4m).

"This set of results is the culmination of a number of the previously reported issues facing the US, French and German parts of the Group, however much work has been undertaken and we are pleased to share the outcome of our review of operations with shareholders today,” stated Tim Sykes, Chief Executive Officer.

"We are focused on executing on our plan and are confident that we have made significant steps in our journey to return the whole of the Group to its attractive core characteristics. We have a proven proposition to address a large and growing market, and we are confident that this will drive growth going forward after a period of stabilisation.""

[p1nkfish] 29/4/2019 18:17

At some point they cant/won't lose more and then real turn begins.

[p1nkfish] 29/4/2019 18:16

Next set of results to watch out for are from Proactis SA after close tomorrow. They should give an idea whether the loss of logos under Hubwoo has slowed or not.

[smithie6] 29/4/2019 11:24

erh...no.

---
(if interested
at the mo. I like STM
52p per share & 6p EPS.... & high recurring turnover
..I see it as too cheap...& trend is up in recent wks...but it is quite dull phps compared to shares like PHD, ACSO, TRAK....; but dull is often good)

[buywell3] 29/4/2019 11:21

So are you taking a punt ?

[smithie6] 29/4/2019 11:18

my opinion ?

- that appears to be operating close to break even at cashflow level (if remove changes to receivables & payables)

so, for me, with a massive debt of around £49M
& reduction of turnover in some mkts (incl. the enormous-important USA)

I see it as a barge pole job

[cynical sid] 29/4/2019 11:11

Yep, decent note from FinnCapp with price target £1. Also suggests that private equity or trade buyers will be interested. Expect the company will start seeing investors this week

[kirk 6] 29/4/2019 10:24

£1 price targethttps://www.fidaily.com/2019/04/29/proactis-phd-pt-lowered-to-gbx-100-at-finncap.html