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
  1.60 3.2% 51.60 50.00 53.00 51.50 50.00 50.00 453,046 16:35:25
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 52.2 3.7 5.4 9.6 49

Proactis Share Discussion Threads

Showing 3176 to 3198 of 6100 messages
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DateSubjectAuthorDiscuss
07/5/2019
08:23
My concern is if clever PE are able to work to keep the price down for a while and then offer a 20% premium to the previous number of trading days. There were 18.4M change hands approx on one day, weird, few notifications. My paranoid android antenna are twitching.
p1nkfish
07/5/2019
07:41
It’s not all small players. There seems to have been quite a bit of movement in the 2-5% range in March, both new holders and shareholders adding to their stakes, but few have triggered reporting requirements. Not got a clue re: which PE firms, but given the current trading of the business you’ll be looking at the operational turnaround specialists, none of who will want to pay much in the way of a premium.
durthur
06/5/2019
20:12
Roll on a good week. A 10p positive move would be a good Friday close
kirk 6
06/5/2019
16:24
Durthur, any clues as to the PE groups that were/are sniffing? If any offer comes I think it will be once AFP is shown to have traction. Proactis as is, with the addition of AFP, will be a real asset. Without AFP it's a reasonable little business but in a maturing market that will come under increasing margin pressure. So, if AFP is running by Nov Rethink UK it might set some expectations of the window for a bid. I'm still baffled by the lack of notifications given the churn we've seen. It can't all be small players?
p1nkfish
06/5/2019
15:43
I remember this, Francis Maude, (at the time Minister to the Cabinet Office, Paymaster General)  promising he would "plug" the business into central government. Proactis have had a plan about payments for a long time and their own capabilities wouldn't have been developed quickly enough. Hubwoo should have accelerated that but it is still taking an age and a big acquisition cost. I think the recent roundtable is part of that "plug" in and is not to be under estimated. HTtps://www.google.com/amp/s/www.wetherbynews.co.uk/news/government-minister-visits-wetherby-based-tech-company-1-7040269/amp
p1nkfish
06/5/2019
15:29
If the AFP gains traction quickly, and the business network justifies itself, then we could start to move sooner but otherwise its 2020/1 at the earliest, would totally agree. The way they have handled the roundtable with all stakeholders does look very well done. I dont think they missed a trick. Something changed as Rod Jones exited. Until then management was tight, it relaxed, boo-booed on Perfect, and the rest is history. I think management can redeem itself, it can come good, just not quickly. A slow trudge.
p1nkfish
06/5/2019
13:03
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
10:31
Doubt anywhere near that fast imho.
p1nkfish
06/5/2019
10:11
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
07:20
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
20:48
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
20:26
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
20:16
So what's your target price this year mate ?
kirk 6
05/5/2019
20:01
Hopefully even the single level thinker that hangs about this PBB can see the linkages and potential.
p1nkfish
05/5/2019
20:00
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
19:41
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
04/5/2019
23:07
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
13:23
If we see a couple of days rise that will be a big buy signal.
knowing
02/5/2019
16:54
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
16:50
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
15:48
Very unlikely to be another one now so risk reward these should be trading much higher.
kirk 6
02/5/2019
15:27
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
15:10
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
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