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
  +1.50p +3.80% 41.00p 40.50p 41.50p 41.25p 39.50p 39.50p 1,070,249 16:16:38
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 52.2 3.7 5.4 7.6 39

Proactis Share Discussion Threads

Showing 3151 to 3171 of 3800 messages
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DateSubjectAuthorDiscuss
06/5/2019
14:03
I expect someone to buy them. The product is pretty good, but management don’t seem to have a clue. It’s obvious what garbage they bought (perfect commerce) if you just look at Hubwoos filings. Revenue has been falling there since 2013 as a large part of the business was defunct after SAP bought out Aruba. Only way for shares to rerate is either an acquirer or wait for 2020/2021. Management are guiding FY20 to be flat in terms of revenue growth, despite the investments they’re now making into their sales team, so even if they hit their plan I don’t expect material recovery until calendar year 2020.
durthur
06/5/2019
11:31
Doubt anywhere near that fast imho.
p1nkfish
06/5/2019
11:11
I was hoping for atleast £1 plus after the summer. If we return to strong growth again surely this could be £2-£3 a share
kirk 6
06/5/2019
08:20
Spouting off about a bit of basic, quickly reproduced, software functionality. If it's really unique and people want it, bigger players in the industry will simply copy it and do it better IMO (if they haven't already). That's simply what happens in the software industry I'm afraid. So long as revenues are tumbling I'll be minded to believe that PHD have an inferior offering to their competition. Unlike you I'm prepared to change my mind if the facts change and they start producing some cash flow to justify the enterprise value...
eezymunny
05/5/2019
21:48
Potential is very real, not in the current price, debt is the fly in the ointment. New non-Exec is next appointment expected.
p1nkfish
05/5/2019
21:26
Finally, Proactis buy-side customers are allocating around £250Bn of spend and the HSBC £20M is for EARLY ADOPTERS only, already VALIDATING A FUNDING SOLUTION. "The business has been validating a funding solution that will deal with the cash flow disconnect felt by buyers and suppliers and has received widespread praise for this. The new funds will enable Proactis to support early adopters of the technology. Wayne Shadlock, Global Relationship Director at HSBC UK, said: “We began working with Proactis over 15 years ago and this is yet another example of its innovative thinking. We have a keen understanding of the benefits of accelerating payments through the supply chain and the new technology is both scalable and unique to Proactis. The business is well positioned to drive widespread access to liquidity for SMEs, which will ultimately boost cash flow and support economic growth.”"
p1nkfish
05/5/2019
21:16
So what's your target price this year mate ?
kirk 6
05/5/2019
21:01
Hopefully even the single level thinker that hangs about this PBB can see the linkages and potential.
p1nkfish
05/5/2019
21:00
The PPC is rolled out by both Gov & CICM and SUPPORTED by HSBC. Who is supporting Proactis APF: HSBC - TICK. Who was at the roundtable on the video: HM Gov, CICM, CBI - TICK. Look - all on here - Http://www.promptpaymentcode.org.uk/ Naming and shaming has already started and one way to avoid it will be to look to Proactis when the offering is tailored to satisfy HM Gov, CICM, CBI with HSBC funding. From April 29th, some big co's further down the page named and shamed - Https://www.thebusinessdesk.com/eastmidlands/news/2025196-rolls-royce-named-and-shamed-over-late-payments HSBC - just to get the message across - Https://www.directorstalk.net/proactis-secures-20m-funding-from-hsbc-uk-to-tackle-sme-liquidity-squeeze/
p1nkfish
05/5/2019
20:41
3 related that should lead to news: 1) This was the round table and will relate to the future APF offering. Some useful names took part. Https://www.proactis.com/uk/resources/learn/rethinking-trade-through-collaboration/ 2) Here is a brief summary from contributors as a video - Roundtable from 27/3 for ReThink Cashflow - https://www.youtube.com/watch?v=R23bXDezIrk 3) Lastly, it was referenced in Spend Matters on March 29th with a comment of bringing the kew takeaways a week later - no update was forthcoming from what I can find. Https://spendmatters.com/uk/in-case-you-missed-it-p2p-market-roundup-4/ Now, listen to the statements on the video (not Anthony Persse) and the formation of a taskforce and the UK Commissioner for Small Business involved. It is "brewing".
p1nkfish
05/5/2019
00:07
Important for future PHD service offerings and 27th went well. "Paul Uppal, Small Business Commissioner, said: “Late payments can be devastating to small businesses. My office has recovered more than £3.4 million in late payments for small businesses so far, and I welcome working collaboratively with organisations and membership bodies in a bid to tackle the cashflow disconnect and make the UK the best place in the world to start and grow a small business, as well as create a stronger UK economy”."
p1nkfish
03/5/2019
14:23
If we see a couple of days rise that will be a big buy signal.
knowing
02/5/2019
17:54
APF uptake on Hubwoo market platform could be rocket fuel. PHD taking a small fee on the spend their s/w helps administer. Margin will be low, should be split out as a business, but volume massive so very useful. Also makes it harder to displace PHD with SAP etc. Sooner APF is running properly the better as the whole complection here will change. I hope ready for Rethink UK. Offering will be unique, even HSBC say so.
p1nkfish
02/5/2019
17:50
Kirk, its debt and confidence in growth. Too much of one and not enough of the other. It will recover, or get bought, but not out of jail for a while. Divi cancel was necessary but also scared the horses. Give it 18-36 months imho. Once back.on its feet it will rock.
p1nkfish
02/5/2019
16:48
Very unlikely to be another one now so risk reward these should be trading much higher.
kirk 6
02/5/2019
16:27
I don't think another warning is priced in at all. If cash flow deteriorates any further and loan covenants broken etc then a fund raise looks almost inevitable IMO. That's the 10p moment IMO. No idea if it will happen. But it certainly could.
eezymunny
02/5/2019
16:10
Agreed to some extend but the crash was far to hard. The business model is profitable and should grow from here meaning the valuation should recover from the extreme sell off. Look at the recent stakebuikdibg. 90m shares in issue is very few considering the buying meaning there can't be many left that want to sell if any causing a major recovery and quickly
kirk 6
02/5/2019
16:09
137Bn CHF AUM at GAM. PHD is noise to them across the group but at least they show interest enough to buy about £1.5M worth.
p1nkfish
02/5/2019
16:03
Good to see GAM on the register, they have had their own problems to contend with including divi. They have, over a period of time, reduced vernalis, caffyns, fastjet. They still maintain Thruvision which went through it's own turbulence too.
p1nkfish
02/5/2019
15:48
That's priced in though and look at the stakebuilding confirmed in the recent rns! Surely this has to trade much higher in the short term
kirk 6
02/5/2019
15:40
wont surprise if ano profit warning
lucicavi
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