Proactis Share Discussion Threads

[p1nkfish] 06/11/2014 11:03

t_d, if they execute well enough this will be bought out at a still higher price. Much higher imho. The current results are behind the share price so it looks over valued but the results will catch-up nicely.

There is very real demand for the offering and Gov pushing for cost cuts across the board and if services are not to be impacted then efficiency needs to increase.

The marketplace with vendors prepared to compete will make a big difference let alone the proven saving from more efficient purchasing processes.

They will have the largest UK public sector customer base of any vendor in this space, P2P etc, reverse auction, intelligent capture to automate and reduce paperwork and ultimately vendor financing.

A bit of NHS news, if we are lucky enough, and this will be a real interesting bolt-on for one of the big boys.

The market is fragmented so they have a good a chance of piecing together a company to be reckoned with at reasonable cost.

[the_doctor] 06/11/2014 09:13

This when nowhere for years, which was very frustrating. Now look, wow!

[oregano] 05/11/2014 16:57

Maybe just out doing some post results marketing. Possibly Oryx has stopped selling.

[gargleblaster] 05/11/2014 15:53

Wow up 8.6% today - and not sure why (anyone the wiser)!

Ignoring cross trades looks like 22K buys and 5K sells - but don't think that tells the whole story

[oregano] 05/11/2014 12:07

i wonder what is pushing these on. next planned news is AGM in December.

[p1nkfish] 04/11/2014 21:29

Don't think it has gone without competition noticing too. :-)
If you can't beat them, buy them.

[p1nkfish] 04/11/2014 21:28

Certainly not impossible to drive higher.

Reverse auction via Intesource yet to be rolled out widely, vendor financing, and so on.

Increased business can be at relatively low incremental cost and it's all to go for.

[m.t.glass] 04/11/2014 16:24

I had to correct those numbers - my laptop missed out all the '1's when I first posted. (Perhaps it didn't believe them!)

[m.t.glass] 04/11/2014 16:15

Share price now 140% up since beginning of 2014. 196.6% up on a year ago. Highest level since June 2007.

[p1nkfish] 13/10/2014 07:37

I find this photo to be rather a bad advert.
Sad looking.
New England event.

[oregano] 07/10/2014 16:55

exactly. Cloudbuy more valuable than PHD. losses clearly good.

[harebridge] 07/10/2014 14:11

Does Amazon make a profit?

[oregano] 07/10/2014 13:39

One makes lots of profits, the other lots of losses.

[harebridge] 06/10/2014 22:10

VISA helping CBUY win huge contracts like this in IndiacloudBuy through this agreement has instantly become India's largest marketplace provider, leapfrogging flipcart, which recently raised US$1 billion at a valuation of US$5 billion with a less sophisticated platform. The cloudBuy/SYNISE marketplace has five times flipcart's suppliers while the anticipated value of transactions will be twice that of flipcart at US$2 billion p.a.

[harebridge] 06/10/2014 18:03

The answer lies with Visa...

[oregano] 06/10/2014 10:11

From Hotviews

AIM-listed PROACTIS Holdings PLC (PHD), the specialist provider of spend control software has reported results for a very busy full year (to June) which has seen the company benefit from acquisitions and new revenue model and launch a proposition to leverage its customer base and their supplier relationships.
Reported revenue was up by 26% to £10.2m, with adjusted EBITDA (before exceptionals) up 64% to £2m. Acquisitions contributed £1.7m, with organic growth of 6% in the established businesses. Positive operating cash flow of £1.6m was supplemented by a £2.9m equity placing, giving year end net cash of £1.5m. Gross margins lifted from 70% to 74% as the acquisitions contributed revenue from direct sales (rather than through partners), although 45% of group revenue was from hosting and support.
New deal intake was ahead of last year, with a big shift to the subscription revenue model (having been launched in 2010). This move, together with the acquisitions, has increased the visibility of revenue going forward with multi-year contracted income now standing at £14.2m.
An interesting move has been the launch of “Activate̶1;, a global trading network, to facilitate a flow of information between buyers and their suppliers, monitoring progress of transactions through the procurement cycle and promoting electronic trading and other efficiencies. PROACTIS is exploring the possible ways of monetising this network and driving value for their customers. Although probably not unique, this service could prove a valuable source of insight and value-add, boosting medium term revenue.
Investors have already taken some notice of the strategic developments within PROACTIS, as the company appeared in the table of Top 20 UK SITS Performers in our 2Q Industry Views report, (available to TechMarketView’;s Foundation Service subscribers, here). It looks as if the company is on the right track.

[oregano] 06/10/2014 09:39

target price raised to 115p by Finncap.

[eclair] 06/10/2014 08:17

Hoped for a bigger dividend increase, but hey, an absolute stonking set of results.

[p1nkfish] 06/10/2014 07:17

say no more:

[p1nkfish] 05/10/2014 23:39

What type of pratt are you?

[harebridge] 05/10/2014 23:07

Troutisout (p1nkfish) we all know you sold out of cloudBuy at 8p. Stop posting your drivel on there.Thank you for your assistance.

[eagle eye] 04/10/2014 12:14

Informative link to 'Spend Control Insights' published by Proactis:

[p1nkfish] 03/10/2014 17:30

Shame about the spread though!