Proactis Share Discussion Threads

[p1nkfish] 20/5/2019 20:48

Debt level to address and need to prove back on growth trajectory. Until those two look better the only quick buck is by it being acquired, probably at a premium to the average price over previous "x" days imho. In other words a steal if you believe thay can put things right.

[smithie6] 20/5/2019 20:22

well, imho the fact it shows not even a dead cat bounce after the last big fall is a -ve sign. If the mkt was going to rush to nuy it as dirt cheap it wld hzve happened by now...& it hasnt.

[lewis winthorpe] 20/5/2019 16:35

Someone is mopping up the sells and sees value at this level.

[kirk 6] 20/5/2019 09:31

Taken a look at that - what a fall that has had - brexit casualty ?

[cantrememberthis2] 20/5/2019 07:48

Kirk - I'm in big on STAF 60% fall in 1 day due to reduced guidance. Should have fallen to 550p region but overshot as usual due to large seller and shorters. Foot in here (smallish).

[kirk 6] 19/5/2019 14:53

agreed 90p target for me this year (-:Mostly out of upgs now backed massive profits there

[red ninja] 19/5/2019 14:45

P1nkfish The only RNS showing Strategic Equity Capital reducing was this one on 15/3/19 :- https://www.investegate.co.uk/proactis-holdings--phd-/rns/holding-s--in-company/201903151108320409T/ Not sure why ther are not other RNSes. Red

[sunnybeachboy] 19/5/2019 07:48

Kirk 6. I think you are spot.I think this will be like upgs and Luce.

[p1nkfish] 18/5/2019 22:05

Did anyone see a reduction RNS by Strategic Equity Capital? They are no longer > 3% but where is their holding RNS, perhaps held under another name? Below from their Feb 15th half year report. "Proactis recovered well with its full year results demonstrating the virtues of its business. New customer logos (wins) and upsells were healthy evidencing the quality of its proposition and recurring revenue continues to be high at 86% of total sales. Towards the end of the period, a European peer, Basware, received a ‘conditional takeover offer’ at a rumoured valuation of EV/Sales of 4.5x. This represents a c.60% premium to Proactis’ rating (on a similar EV/Sales basis), despite the target having a lower proportion of cloud based revenues and not generating meaningful profit or cash. In our view, this and previous transactions in the space, demonstrate the inherent value in the company." "Top-ups were made to two more recent investments, Ergomed (£1.2m) and Proactis (£0.8m) at what we believe were attractive valuations."

[sunnybeachboy] 18/5/2019 19:27

Anyone know when the next update is here....

[red ninja] 17/5/2019 22:18

Artemis VCT : From April Website statement :- Consolidation looks overdue at Proactis. At the end of the month, management reported on what had been a difficult period for the group, mostly because of the underperformance of the acquisition of Perfect Commerce. The focus is now on paying down debt and stabilising the business. If that can be achieved, the shares will offer significant upside – but it will take time for credibility to be restored.

[knowing] 17/5/2019 16:44

Don't take any notice of Buywell. He just want's in at a lower price

[kirk 6] 17/5/2019 13:22

Yes but the crash has already taken place. Like with UPGS crashing to 30p, this could be 80-90p by year end on some good news following the internal strategy changes. Risk / reward is fantastic here and expecting a leg up to the 40s shortly. In with over 1m now so putting money where mouth/sentiment is.

[lewis winthorpe] 17/5/2019 12:24

Just my opinion but if you want a 5 year investment returning 700% then put your money here.If not then go elsewhere.US review complete, pieces in place, strategy progressing.The green shoots will show as soon as the finals trading update.Good luck all.

[buywell2] 17/5/2019 12:12

The share is crabbing sideways kirk 6 as buyers hold the price from dropping after the last poor results which should have resulted in a fall Very high risk strategy IMO Bad news next and they won't be able to hold it up any longer , hence the chart could then have a new cliff edge added to it Next news is key

[buywell2] 17/5/2019 12:07

This long cliff edge bit now on the chart looks ominous Holders here had IMO better hope that the next news is good or else

[p1nkfish] 17/5/2019 12:04

Alan Aubrey- look at IPO performance too.

[p1nkfish] 16/5/2019 05:20

News from 15th May, TUV. Https://www.proactis.com/uk/company/news/2019/may/proactis-tuv-sud-ui/

[whatthe] 15/5/2019 09:56

I can't remember the last time I watched a CEO talk so much to investors about deals they could have won in the past, or might win at some point in the future.

[cantrememberthis2] 15/5/2019 07:40

Remember one thing: Buys are Broker / MMs sells = so the higher this is, more often than not the more a large seller is offloading where there is no share price appreciation on these sells. So what I have witnessed since I jumped in (few £K) in late April 2019 and large tranche yesterday, is that MMs are hitting stop losses and tiring out the Private Investor. I have seen this recently in PDL and done well out of it. Watched the video of the results, management are targeting: $1m OPEX reduction in US Substantial £6m+ reduction in product development All supportive of EBIDTA They are still making a profit. Some AIM stocks here are making anual losses and recurring with higher debt levels and substantially higher on hope. Institutional Investors have been quietly loading. Look at FOOTASYLUM, people were screwing about the share price languishing and whoosh - takeover. So this is being marked IMO for a potential takeover. HSBC is their nugget - massively supportive and new innovation could lead to a sustained rise here on the Payment Facility. All in all - with nearly 3 months of 30p range (accumulation by the big IIs), regardless of the fact this is an AIM stock, it has a lot of qualities having been around for many many years. Could be about to turn once 3 months elapses and Private Investors are depleted of their resolve. GLA - DYOR. Ill probably stubbornly add... LOL

[cantrememberthis2] 14/5/2019 20:31

So we have had nearly 3 months of a 'tunnel' price between 29p to 32p approximately for IIs to change hands with new entrants loading... PHD are still cash flow positive with 'bags' of potential, see this similar to the Pharma stocks in terms of charts!!!

[cantrememberthis2] 14/5/2019 16:26

Im in £31750

[knowing] 14/5/2019 16:19

Totally oversold and starting to move higher now.

[coldspring] 14/5/2019 15:46

Oh hello.....is the beast finally waking from its slumber??