Proactis Share Discussion Threads

[p1nkfish] 09/8/2015 21:58

Multiple macro trends are supporting the PHD endeavours.

Public and private push to increase efficiency of purchasing process under either margin pressure or budget constraints.
Push to improve business processes overall.
Push to online market place tendering.
Push to Cloud.
Big data - analytics (I really like this bit - can be very powerful, especially in spend)
Push to aid SME's in the UK where the banks have been lacking -INSC involvement.

Probably a few others I can't see at the moment.

The move to SaaS and the Cloud was critical to change the fortunes here.

[p1nkfish] 06/8/2015 20:36

read it, nothing new and he's missed some interesting points.

as for concerns over midas, if he'd looked into well he would see there is nothing new in that report prior to the trading update.

no selective discloser etc.

[apad] 06/8/2015 19:21

Paul Scott comment worth reading as usual.
apad

[p1nkfish] 06/8/2015 13:59

good luck apad.
its tightly held and large wadge of stock doesn't turn up often.

[apad] 06/8/2015 10:28

Less of that sort of talk!
Seriously, I don't think the charts tell much until the Midas tip wears off.
Besides I am thinking about increasing when that happens :-)
apad

[p1nkfish] 06/8/2015 10:00

Carry on much above about 88p for long enough and the is a golden cross in the offing. That might encourage some momentum players to jump in and help get through £1.

[p1nkfish] 06/8/2015 09:16

Agree oregano. That growth doesn't look like a flash in the pan. Not a one hit wonder.

[oregano] 06/8/2015 08:36

PHD is trading on 7.5x EBITDA, has good growth, a scalable platform, generates cash. it is stupidly cheap.

[gargleblaster] 06/8/2015 08:10

Trading statement in line - I am okay with that - up 0.5% at opening so no surprises!

[p1nkfish] 06/8/2015 07:56

About time they updated for aim rule 26 on website.

[gargleblaster] 03/8/2015 22:42

Agree pinky - why sell? I wish I had this in share certificate format - stick it in the bottom drawer and pull it out in three years time to see how much I have made!!

[p1nkfish] 03/8/2015 17:11

Wonder if it's Oryx lightening they holding.
Whomever it is they have been there a while and still not cleared.
More than one entity perhaps?

Somce decent news on the website today too.

All I can see is a fairly open playing field for a proven solution that saves money and increases efficiencies. Why sell?

[oregano] 03/8/2015 14:39

the good news is these articles bring a wider audience to newsflow, and given previous updates, CFO commitment, director share buying, I think we can assume newsflow is going to be good, which generates more commentary as trumpets will be blown. hopefully this should clear out the selling that seems to exist in the 90s.

[p1nkfish] 03/8/2015 13:05

The ceiling is a concern.
Once through it looks more blue-sky but may bounce off it yet more times?
Chance to acumulate until it finally breaks through which I am convinced it will ultimately do.

[apad] 03/8/2015 09:58

Yes, excellent article. I only have a small holding and might look to increase when the Newspaper effect wears off. I hadn't understood properly what I own!
apad

[p1nkfish] 03/8/2015 09:13

Just hope it can break through what looks like a triple top forming?

[p1nkfish] 03/8/2015 09:12

Interesting to see in writing that they see £100M market cap by 2020 or sooner.
If they can integrate the acquisitions well and iron out wrinkles/cost I could see it being much sooner than 2020. The analytical capability is a very useful tool to help sell the solutions.

Add some extra servies on top - people services?

[gargleblaster] 03/8/2015 08:50

Good article and excellent rise in the share price this morning - await the trading update later this week with interest!

[uknighted] 03/8/2015 08:37

Feature in yesterday's Mail on Sunday.

[p1nkfish] 02/8/2015 15:44

There was a move to software as a service that encourage longer term contract revenue at the expense of more immediate but lumpy revenue. Visibilty improved but revenue took a hit for a while.

It might account for the REFs figures.

It was the move to SaaS that attracted me as this appeared a turn around situation building for the future at the expense of more immediate revenue.

Whilst looking into it I began to see real potential to become embedded in large organisations. The management also instilled confidence as they knew their onions and were prepared to take short term pain in the face of a major shareholder - ISIS.

The BoD is experienced.

Always risks integrating aquisitions but there is good mileage still to be exploited in this company, further efficiencies to be had and everything to play for.

I really like the analytics capability and with the Cloud incremental sales can be achieved with relatively little incremental cost.

[p1nkfish] 02/8/2015 12:02

what are the dates on the figure?
closer to 10%.
there has been investment in roll-out of new services in data analysis, upgrade to cloud capabilities, head-count etc.

much prep for bigger things & cost of incremental sales should begin to fall as infrastructure is now largely in place.

buy on any dip perhaps if not already in.

there has been a seller but supply is normally tight.

3-5 it would be no surprise to see a multiple of todays price or a take-over.

it has paid a divi through thick and thin so far.

deals with insc for factoring type activities, redcentric for cloud, a little like a combo of cbuy+tung+amzn for sme into purchasing chains.

intesource, egs, int capture - used properly will give an impressive p2p offering.

it is ready for the next leg up with macro drivers helping as automation in purchading and drives to increase efficiency are all coming together in the cloud.

the spend analytics now offered look impressive and cross-selling opportunities abound.

[nurdin] 02/8/2015 10:35

For a business that seemingly has high barriers to entry,their operating margins look woefully low at 4.3% (according to REFS).Can anyone explain why?