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PHD Proactis Holdings Plc

74.00
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Proactis Holdings Plc LSE:PHD London Ordinary Share GB00B13GSS58 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 74.00 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Proactis Share Discussion Threads

Showing 1576 to 1599 of 11650 messages
Chat Pages: Latest  70  69  68  67  66  65  64  63  62  61  60  59  Older
DateSubjectAuthorDiscuss
01/8/2018
13:47
Re-watched the Hamp Wall presentation in June.
The supplier finance "man" starts today as per the presentation.
He had a no compete.
Wonder if he is out of Tungsten as not far off PHD HQ location.
Have picked up more today to average up.

p1nkfish
31/7/2018
17:21
Accelerated Payment Facility looks live now. Under innovation section.
Transformational.

p1nkfish
31/7/2018
14:04
Every chance I'm missing something but on a reasonable timescale this looks a very useful entry price. Interim resul5s will be a very interesting read. Forward look in particular.

How quickly they pick themselves up after BP, Shell will tell us a lot about PHD resilience.

The integrated website is good and has brought the elements together.

p1nkfish
30/7/2018
15:44
Near a critical level.
p1nkfish
26/7/2018
14:36
The share price reflects a short term view and the next results update may not be that good but the one after that should be decent as recent wins become income generating.

This is an opportunity for someone who wants to double their money in 18 months but has the patience to do so.

Artemis can see it quite clearly.....easy money.

goodpick
26/7/2018
11:13
Just noticed that Artemis is still buying, now above 15%, see RNSes from the 24/7/18.
red ninja
23/7/2018
09:30
Lombard would be no surprise. Was Henderson and picked up stock from ISIS a few years back about mid 30p region and have reduc3d every so often since.
p1nkfish
23/7/2018
07:18
FWIW No RNS so far re deals on Friday but Suspects may be as per FT Tearsheet data, which is historic, lists top ten who could have sold one or all deals on Friday
'
Holder_____________________________Shares % Held
'
Artemis Investment Management______12.43m 13.38%
Liontrust Investment Partners LLP___7.92m 8.53%
GVQ Investment Management Ltd.______5.59m 6.02%
Didner & Gerge Fonder_______________4.96m 5.34%
Investec Wealth & Investment Ltd.___4.92m 5.29%
Lombard Odier Asset Management______4.35m 4.68%
Miton Asset Management Ltd__________4.22m 4.55%
Hargreave Hale Ltd._________________3.72m 4.00%
AXA Investment Managers UK Ltd______3.64m 3.91%
Old Mutual Global Investors (UK)____2.99m 3.22%
'
Above held nearly 59% of Shares in Issue (m) 93.24

togglebrush
21/7/2018
13:55
I did notice that but no idea of any background to it. If the same party for each of the big ones Friday then we should at least have a runs soon.
p1nkfish
21/7/2018
13:04
Traded Volume on Friday was almost a One in hundred day at 3,617,902 whereas for the first four days of the week only totalled 199,539

By my Volume Stats since June 2017
'
Max_____________7,315,117____21/05/2018
One in 100______3,834,148
Friday Volume___3,617,902
Q3________________142,252
Median_____________48,296
Q1_________________23,027
'
Three early trades on Friday dominate

Time Date___________ Price ____Shares______Value_____Opening price 107
08:13:56 20-Jul-2018 105.00 1,813,559 1,904,236.95___delayed
08:14:02 20-Jul-2018 105.00 __323,000 __339,150.00___delayed
08:14:06 20-Jul-2018 105.00 1,465,559 1,538,836.95___delayed


Any ideas what this volume and price drop was all about ???

togglebrush
21/7/2018
09:20
If it is important, and they move that way, how to do it in a way that is hard for others to follow or at least not follow fast?
p1nkfish
21/7/2018
09:18
Thinking about this. All markets commoditise over time and especially consolidating/crowded markets. How to differentiate an offering?

If Proactis enable their customers (also commoditising) to differentiate themselves to their suppliers and customers, Proactis will have also differentiated itself from the pack of competitors.

Needs more thought but I will be looking for signs that PHD are doing that. I think it will be an important signal.

p1nkfish
20/7/2018
12:08
Having a unique offering is critical to pulling away from the pack. It may be full service. Hopefully not sacrificing margin.

"........indeed it’s a nice summary of why to use procurement technology generally, it doesn’t answer the KEY QUESTION for Proactis. That is: WHY SHOULD customers buy their product rather than SAP Ariba, Coupa, Jaggaer, Ivalua, Tradeshift … etc?"

p1nkfish
20/7/2018
12:04
Perfect summary here:

"In terms of shareholder value created, Proactis has been a major success story in recent years; the recent financial results were a set-back, although not necessarily a major one. But in the next few months the firm will need to show that bringing together “old” Proactis, Perfect and Hubwoo into “new” Proactis can be a case of the whole exceeding the sum of the parts. More on that no doubt when our US Spend Matters colleagues do their detailed analysis on the products, but good luck to the Proactis team in the meantime."

p1nkfish
20/7/2018
07:35
Not happy at all but an opportunity to double from here.

I’m fortunate to have seen their products in detail and also negotiated with them and they are a good company.

Patience needed from here. The next half results may not be great due to the recent contract losses but investors who can look beyond their noses will be rewarded im sure...

goodpick
19/7/2018
21:50
Not a happy looking share chart. Risk off in small cap land.
Hubwoo should be rocking nicely.
Next set of results will be read very carefully.

p1nkfish
04/7/2018
09:42
PHD were featured in the most recent issue of SCSW, so since some time has passed here's the article - note that since then the pound has weakened significantly against the dollar, to PHD's benefit. With the surprise contract losses apparently being one-offs I still see large potential upside here:

"Proactis

121.5p Epic code: PHD

(Sharewatch) The shares came off after a surprising weaker than expected H1, so not the most auspicious of starts from Hamp Wall, who became CEO following the sale of his business, Perfect Commerce, to Proactis last August.

Overall there was a 124% increase in sales to £26.4m. Adjusted EBITDA increased by 180% to £8.4m at a margin of 32% of revenue. Adjusted eps increased 20% to 5.4p. Net debt stands at £29.8m.

Perfect, which has made Proactis the sixth largest cloud-based e-procurement company globally, contributed £13.4m to sales and £3.7m to EBITDA. The downside, however, was that the strengthening of the pound (56% of EBITDA is non sterling) resulted in Perfect’s reported sales declining beyond earlier expectations. However, Proactis has also experienced an unexpectedly high churn of several single product customers. As this software is rented, the expectation is that this will leave a bit of a gap to fill in H2 revenues.

However, all is not lost. 35 new name deals were signed including five from Proactis (target of 70 per annum), which compared well with 27 in the two preceding halves. Of those, 31 were SaaS (H1 17: 22; H2 17: 22). Smaller value upsales of 46 (H1 17: 59; H2 17: 51) are on track for the 100 a year target. The order book of £47.8m is strong and annualised contracted revenue is £45.5m.

Following the acquisition of Perfect last August, it has also commenced its restructuring plan and synergies are on track for delivery of £3m in this year’s income statement from an expected year end run rate of £5m.

Finncap forecasts eps of 10.2p for the year with 11.8p next year. I am a buyer."

rivaldo
02/7/2018
14:13
Relesed today.
p1nkfish
29/6/2018
22:32
Interesting business win.
p1nkfish
22/6/2018
14:06
Proactis' presentation and stockopedia report from our recent Manchester seminar are available in our full member exclusive area:
sharesoc
18/6/2018
21:04
Cheers Gargle
owenski
18/6/2018
20:52
At least he has got a passport unlike most from the other side of the pond. Owenski - yes that is how I see it. Wall seems to expect organic growth of circa 6% second half and said the 35 signings was at the top end of expectations.
gargleblaster
18/6/2018
14:52
Did Hamp Wall explain why he's based in London, even though Proactis is HQ'd in Yorkshire?Does he need a road map?
pj0077
17/6/2018
13:22
Ps, I'm biased.
p1nkfish
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