Proactis Share Discussion Threads

[p1nkfish] 10/12/2017 14:19

SAP is so large that PHD could pick up business from people competing with various SAP companies/divisions. Below is an example where the business won sounds like at a Company competing with a SAP capability/division.

Why would a competitor of a SAP division ever want to offer business to another SAP division? It's giving information to your enemy.

So, PHD might have spent a little time seeing where SAP divisions offer product and go looking for competitors to those divisions and offering PHD capabilities.

[p1nkfish] 07/12/2017 22:49

Hubwoo AGM 21st Dec and soon to discover tender cost for outstanding share PHD will acquire.

[p1nkfish] 05/12/2017 21:04

bateleur, I own quite a few of these from sub 30p.
Average up? Still considering but have no pressure to do so, not worried if it runs away.

Sub 160p would be a screaming buy.
As for the Swedes, the fund has a limited track record and not been around too long.

I like the idea of sub 155p as last Dir declarations but that would be market turmoil time. Might happen though.

[bateleur] 05/12/2017 15:33

Well, the Swedes just climbed in and helped themselves to a 5% position. Right now, everyone is aware of execution risk relating to Perfect. Instead of following the paralysis of the herd, focus on your own position size, should you be adding all else equal? That said, then weigh up the extent to which the Board is heavily exposed to management dropping the ball, which they are. That, and a thorough review of the 2017 AFS which were just published make for mandatory reading.

On the back of that, worrying about the shape and form of M&A post the integration of Perfect is creating unnecessary angst for yourself; and just another excuse (no offence) for inaction in the face of the glaring valuation opportunity created by the price action post the Perfect deal.

Follow the Swedes, rather than waiting for confirmation from the next set of results, imo.

[p1nkfish] 30/11/2017 18:43

One issue here is the intended intention to make further acquisitions once integration of the latest is completed.

Why an issue? Well, is it better to add to holdings now or wait for further share issuance? This is above and beyond execution risk.

Anyone have an opinion?

[p1nkfish] 16/11/2017 15:33

I'm probably wrong but suspect this will be in a flat trading channel for a while until signs Perfect/Hubwoo is leading to more growth than would have otherwise been the case, and risks reducing.

I'm a fan but don't expect any favours from the market for a while.

[rivaldo] 13/11/2017 07:26

RNS - good to see £77,000 of director share buying, including by the CFO:

[rivaldo] 07/11/2017 12:00

I had hoped PHD would stay in the 160p or less range a little longer so I could top up :o((

Oh well. It's good to see such a confident recovery.

[nimrod22] 07/11/2017 11:09

heading back up to the 195p range with in a week

[eagle eye] 06/11/2017 17:07

Four late trades with an aggregate total of 1.47m appear to be buys at 175p.
Maybe an overhang has been cleared, but execution risk still exists.
However, with CEO and FD having been senior management on both sides of the combined entity, due diligence should be less of an issue. Current 168-175p +4.5p

[nimrod22] 06/11/2017 15:00

SP on a bit of a run up, crossing the 50 dma

[p1nkfish] 04/11/2017 10:54

Perfect paid 0.19 euro for Hubwoo, 2015.

Question is what Proactis will have to tender for the outstanding stock given Hubwoo has been choked since.

I can understand caution but if Perfect/Hubwoo are used properly with Proactis then SAP/Ariba have to worry. Proactis will be in the super big time.

So - risk is execution.

Proactis - show an execution Roadmap and progress along it and this will rocket imho.

There is no reward without risk.
Risk without Reward, yes, but I think this is biassed against that.
I've spent quite a while peeling this and on the financials would agree with various commentators but the prize is massive and so far Proactis have proven execution with other acquisitions.

What I have found is too long to type here but Proactis can soon (18-24 months estimate) kick seven bells out of SAP/Ariba. $$$.

Buy on weakness.

As soon as they show execution risk is diminishing price will move.

[ingleschileno] 02/11/2017 12:57

Lots of volume at the moment. Yesterday there were some clear large sells at 160p but other than that a lot of delayed trades showing as sells but when you track back to the actual trade date they are clearly biggish buys. Given the cumulative size of the buys I would assume that a holdings RNS would be needed if they've finished? Lots of mid-price trades going through today, which I would assume are the big buyers from before when it dropped to under 150p? Anyone able to offer any thoughts on this or has had similar experiences in other shares? Cheers!

[p1nkfish] 28/10/2017 16:53

News on dilution due to Hubwoo a few weeks off at most. Independent body called in to judge offer.

[p1nkfish] 23/10/2017 16:49

Might be strong new hands. Can't judge price action for a while.

[martinthebrave] 23/10/2017 15:21

Big seller this afternoon. Over 4m shares gone in 2 tranches.

[p1nkfish] 22/10/2017 22:22

Fall back towards 140p wouldn't surprise mee too much. Hope I'm wrong.
Another bounce off most recent low first though to lower high.

[p1nkfish] 22/10/2017 22:17

I think it's about 4M euro in shares, approx, & further share price weakness would be no surprise. Hubwoo has interesting capabilities and reach but needs a thorough sorting out as the results have been poor.

[eagle eye] 18/10/2017 08:29

Singer were 4p on the offer better than anyone else early yesterday, but at close of play Singer were best on bid at 157p.
On the basis of yesterday's evidence I'm not so sure there will be another round of selling, but we shall see.

[p1nkfish] 17/10/2017 18:16

Question is, will there be a final clear-out plunge?

[nimrod22] 17/10/2017 12:49

Some very large sells showing, so I'd assume there are some large buyers of PHD around

[eagle eye] 17/10/2017 10:25

Looks like Singer was working a large position yesterday with the overhang being cleared this morning. Virtually no volume yesterday, which was misleading.
Sometimes it's smoke an mirrors, but we usually get there eventually!

[p1nkfish] 16/10/2017 09:02

Broken support, not at massive volume but telling.
Management need to show confidence if they want it reciprocated.
How quickly the share price it turns around will be interesting to see.
It has gone from a steady growth story and share price to "show us".
Proof needed that strategy will pay off as proposed.
Does the new CEO know how to drive this bigger bus?

[p1nkfish] 13/10/2017 11:08

New CEO and Perfect team should put hand in pocket to show confidence. If they don't why should anyone else?