Proactis Share Discussion Threads

[whatthe] 27/10/2020 12:29

Pretty sure the Directors won't waste their own money investing in this

[cureboy] 27/10/2020 11:27

Substantial Director buys would be welcomed right about now.

[cureboy] 26/10/2020 15:20

SAPs overheads must be huge. Wonder if Proactis can pick up some of their customers. I know they operate at different ends of the market but at times they may overlap and be competing on the same tender opportunity. Companies will be looking for cost savings in software spend too.

[p1nkfish] 26/10/2020 14:47

SAP are a special case but interesting to follow. No wiggle room in their share price if they disappoint. Lots of wiggle room in PHD as it has already been hammered down & expectations low.

[cureboy] 26/10/2020 14:07

Their market cap is off the hook.

[cureboy] 26/10/2020 14:03

Sooner or later SAP were due to take a hit because they were overvalued. I don’t believe it’s indicative of the general cloud/SaaS trend and especially not at the Proactis SME level.

[p1nkfish] 26/10/2020 13:45

Stock got hammered.

[cureboy] 26/10/2020 12:39

Revenue down 4% to €6.4 billion. Cash flow up 54%. Poor them.

[p1nkfish] 26/10/2020 12:29

sap-q3-2020-software-license-revenue-plummets-as-covid-19-strengthens-its-grip/

[p1nkfish] 26/10/2020 12:27

Don't know whether I should post this but SAP hammered badly. Results down and not expecting quick recovery.

If PHD can improve on that as a % performance it will offer decent results.

Glad to see SAP get hit but not if PHD also see same issues.

[cureboy] 26/10/2020 12:01

Public sector could utilise BePayd as an extra income generator.

[p1nkfish] 26/10/2020 11:27

Looks good and public sector is there even if the private hits a massive recession.

[cureboy] 26/10/2020 10:04

More success via the Unit4 partnership, thanks to Bunco on LSE...and more evidence of the increasing importance of digital invoicing;

hxxps://www.proactis.com/uk/company/news/2020/october/bedford-borough-council-reduces-invoice-processing/

This part of the business links in nicely with BePayd. Huge opportunities.

[cureboy] 26/10/2020 09:36

33.32 to buy. That’s 2p more than what DBAY are paying. 6% difference between the institution and the public. Not right.

[p1nkfish] 26/10/2020 09:35

We have yet to whats what with bePayd.
In theory it should be a great addition.
Calibration needed.

[cureboy] 26/10/2020 09:22

I agree and it’s probably DBAY. Rounded trades just above the bid price with no effect in share price has been DBAYs forté for the past 6 months.

[coldspring] 26/10/2020 09:17

Dbay are loading today or someone else is.......another plus 3% notification for a different II would put the cat amongst the pigeons here. Oh well I can dream

[cureboy] 26/10/2020 09:08

With all the hundreds of millions going into Fintech start ups recently, you’d think enticing more Ii’s to invest in Proactis/BePayd would be a fairly easy sell, with the supplier base at their fingertips. The customers are there already. If they can get another one or two institutions to invest then the share price should soar, DBAYs stranglehold would be diminished.

[mrshaungcm] 26/10/2020 08:57

MMs not that interested to pay much for your shares at the moment

[cureboy] 26/10/2020 07:29

Not expecting a big swing either way from the results themselves. FY20 guidance maintained. 2p here or there. Lombard and DBAY provide a floor. We could see bigger news around the time of results though - Director appointments, BePayd or even news of a bid. Neither is too far away IMO.

[p1nkfish] 26/10/2020 07:25

I'll try to.

No one can say I dont try to look at things from different sides and post about whatever side I happen to be looking from.

We all get some calibration soon.
I do expect news on first new NED soon.
Last NED position was advertised back in 2017/8. This time I can't find any trace of ad.

[coldspring] 26/10/2020 03:21

Keep those thoughts to yourself pink thanks ever so much ?

[p1nkfish] 25/10/2020 23:11

Another thought came to me.

Might be DBAY aren't buying currently as they are holding fire on expectation of further price weakness if results are poor this week.