Proactis Share Discussion Threads

[brummy_git] 06/11/2020 15:15

Mentioned on today's vox markets stock-picking video

hxxps://www.linkedin.com/posts/paul-hill-a5994116_justin-waite-paul-hill-talk-about-7-stocks-activity-6730489344181768192-vA_g

[cureboy] 06/11/2020 13:08

Question marks over how aligned are the goals of Lombard Odier sat at 29% and DBAY at 16% and accumulating. Both in it to make money of course, DBAY with the history of hostiles. Interesting to see how that one plays out.

[cureboy] 06/11/2020 11:54

Yes if there’s renewed buying interest from one or two institutions then things could start to move up pretty quickly towards early 50s again.

[coldspring] 06/11/2020 11:40

Bigger tick ups on bigger volume are welcome too of course......its a broad church here

[cureboy] 06/11/2020 10:15

Small tick ups on low volume are welcome, feels like the tide could be turning at last.

[p1nkfish] 05/11/2020 19:36

Might be too much overlap. Same reason Amazon don't buy companies with lots of warehouses.

[cureboy] 05/11/2020 19:01

Wonder why the PE firm behind Jaggaer don’t try to buy Proactis? Would be a good acquisition at this stage and create an even bigger global powerhouse to rival Coupa.

[p1nkfish] 05/11/2020 17:20

General interest, Hamp Wall interview today. Search on Proactis - comes down to 5 main players and PHD are one.

[coldspring] 05/11/2020 16:07

Aye aye.......whats going on here today? Actual buys leading to a price rise? I am off for a lie down!

[cureboy] 05/11/2020 13:03

If that’s Tim Sykes’ gaff in the Vox markets video, you’d have to say he appears to have good taste when it comes to interior design. Looks like a classy joint he has there.

[cureboy] 05/11/2020 11:53

It's good to see they're doing more to get the name out there to institutional investors once again. Hopefully more to come, followed by some major investment. May be key in preventing a cheap DBAY deal.

[p1nkfish] 05/11/2020 11:22

Last time Paul Hill touted PHD, it ran up, after some weakness from about 30p to 180p over time. This time could be much, much quicker.

[p1nkfish] 05/11/2020 11:08

£10'sM revenue expected from bePayd in 2 years - that not profit but very useful.

[cureboy] 05/11/2020 10:59

Thanks p1nk, good video. Interesting comments on valuation multiples. New institutional investment is needed to challenge DBAY who are having it all their own way. Once that happens things could start to move quickly north once we start getting evidence of the strategy being executed in the US, Germany and France.

[brummy_git] 05/11/2020 10:53

Latest commentary on Proactis here

hxxps://www.linkedin.com/posts/paul-hill-a5994116_phd-covid-saas-activity-6729829470791880704-QEpE

[p1nkfish] 05/11/2020 10:14

Target 150p with some pressure.

It does sound like I expected but just hasn't come out yet.

[p1nkfish] 05/11/2020 09:51

Worth a watch- released AM today.
LISTEN CAREFULLY AT VALUATION.

12-18 months for cashflow posI and debt reductuon.
EXCELLENT INTERVIEW.
Normalised ratios expected.

Let's hope it puts a bit of a rocket under the price - pardon the pun on 5/11. My cheesy attempt.

[cureboy] 05/11/2020 07:59

Using Proactis;

[p1nkfish] 05/11/2020 07:45

2 days ago, new video, sourcing:

[cureboy] 05/11/2020 07:38

The interest from private equity which triggered the FSP last year was plentiful according to Tim Sykes. If DBAY went in too low those same companies would be back and we’d have a bidding war situation. DBAY would want to avoid that.

[whatthe] 04/11/2020 17:52

Can't see DBAY offering more than 55p. Why would they? If needs be they could just leave as is and watch it wither on the vine until people see that as an attractive number.

[tomps2] 04/11/2020 14:12

PHD FY20 results presentation by Tim Sykes, CEO & Richard Hughes, CFO.

Covers strategy, bePayd, TCV & ARR performance, financials & outlook.



c. 30 mins

[p1nkfish] 04/11/2020 13:26

They will only pay what they can get away with and thats currently looking < 75p imho.

[97peter] 04/11/2020 13:05

Come on Dbay put a bid in at 75p and we will all sell to you!!!

[lewis winthorpe] 04/11/2020 08:18

Be thankful, it would be 15p if they hadn't supported it.