Regenersis Share Discussion Threads

[mfhmfh] 03/12/2015 13:38

handy dividend paid today, on automatic re-invest. happy to re-invest at this price before some positive share price movement.

IMHO

[rivaldo] 01/12/2015 15:11

RGS are presenting in London on December 15th:

[rivaldo] 30/11/2015 08:23

RNS - good news, with Fidelity buying and going above 5% with 6.45m shares:

[seans66] 26/11/2015 10:04

I have added too.

[masurenguy] 26/11/2015 07:26

Looking good so I added here yesterday.

[multibagger] 26/11/2015 06:06

O/T

Re cybersecurity theme - I have been buying Cybersecurity themed ETF launched about 2 months ago : ISPY

Also converted a decent share of my biotech ISAs into this and drip feeding every month.

Can't go wrong when you hold the the market leaders from across the globe in a sector which will grow exponentially. Getting the sector right for a macrotrend and then picking up the market leaders is often a profitable strategy.

[rivaldo] 25/11/2015 16:04

There you go - it's a start rogash :o))

[rogash] 25/11/2015 09:21

Surprised this rns not taken more positively.Sounds like they may have a deal coming up for the assets they want to dispose of.

[rivaldo] 25/11/2015 07:12

Brief update confirming that trading is nicely in line with expectations and strategic review is on course - good stuff:



No doubt more news on the review to come.

[mfhmfh] 24/11/2015 18:27

AGM tomorrow, maybe an update on some parts of the business that management said they will be disposing of in Q1 2016. Cash to be returned to shareholders.

[rivaldo] 20/11/2015 07:36

Cheers paleje. RGS is the only one of those I'd invest in - ECK is on far too high a rating, and Falanx and Corero are too piddly and cash-consuming to invest in at present. Tern I don't know, but might have a look although it too seems tiddly.

There's a new data security study out from Blancco:

[rivaldo] 12/11/2015 09:55

Peel Hunt recommend 6 stocks to hold to play the cyber-security growth trend, including RGS. I also hold NCC and SOPH of their recommendations, though wish I'd bought GBG and IOM too!

http ://www.proactiveinvestors.co.uk/companies/news/117026/microfocus-and-sophos-among-peel-hunt-s-cybersecurity-winners-117026.html

[rivaldo] 04/11/2015 14:39

Cheers Dave.

Interesting that Dixons have just paid £10m for InfoCare Workshop as they want "to go beyond selling products to “making sure our customers are getting the best out of their technology and keeping it working for them" - hopefully an indication that RGS should find willing buyers for the Aftermarket Services business:

hxxp://www.thesundaytimes.co.uk/sto/business/Tech_and_Media/article1623626.ece

"DIXONS CARPHONE has swooped on a technology servicing and repair company in Scandinavia, bolstering its defences against rivals such as Amazon.

It has paid about £10m for InfoCare Workshop, which operates in Norway, Sweden and Finland.

The company will be bolted on to Dixons Carphone’s Elkjop store chain, which controls almost a third of the market in the region.

InfoCare Workshop has 300 staff and sales of £30m. The move comes as tech retailers scramble to expand into other areas. Andrew Lawley, Dixons Carphone’s strategy director, said the company wanted to go beyond selling products to “making sure our customers are getting the best out of their technology and keeping it working for them”.

He said the offer of servicing and repair would give it an edge against online-only sellers of tech and TVs. “We can compete on price on an equal footing with them, but the more services we can offer, the more we can create a long-term relationship with our customers,” he said.

Dixons Carphone boss Seb James wants the company to become a player in the maintenance of the “internet of things” — when the appliances in many houses will be run from a central hub."

[webpax] 04/11/2015 13:40

Thanks Dave, good video.

[rivaldo] 22/10/2015 11:12

Cheers webpax, will look later.

Encouraging comment here re the Dell/EMC merger:



"The Dell EMC merger announcement announced earlier this month surprised and shocked -- one and all -- of the technology industry and the corporate world. The deal size being a mammoth $67Bn....

.....Regenersis is a partner organization purely into aftermarket services business. With this merger, we see bigger opportunities from Dell coming our way in terms of services, says Suresh Kalburgi Shankar, MD, Regenersis India".

[webpax] 21/10/2015 19:41

Yesterday's Investor Teach In slides now on Regenersis website:

[clausentum] 21/10/2015 14:13

Someone sold a million at 5 under the bid price. Not everyone is thinking that there is a lot more upward potential in the share price

[masurenguy] 21/10/2015 10:03

Hi GHF - another share that we now have in common :-). The shareprice has now fully recovered since the major contract loss was announced on July 14. That's a 25% uplift since I took an initial position here on that date. The next key development will be the sale of the Aftermarket Services division to enable them to completely focus upon the software security/erasure business after consolidating Tabernus with Blancco. Looks like some interesting times ahead.

[glasshalfull] 21/10/2015 09:01

Singers have this to say,

Capital Markets presentation on Blancco.

The presentation emphasised the scale of opportunity and leadership position in software data erasure. Currently a small market, but growing rapidly due to greater recognition of risks of data theft and the shortcomings of other methods of wiping data (eg not 100% successful, lack of audit trail). Also emphasised the high margins (c36% last year), recurring revenue and close to 100% FCF.

The shares have partially recovered since the change in strategy, but there could be considerably more upside as the focus turns to the level of capital return (we estimate £45m) and as the business becomes a pure play on the growing data erasure market.

Strong hold for me

Regards,
GHF

[rivaldo] 21/10/2015 08:52

Great find webmax - excellent viewing.

In summary, Blancco is a "multi-billion dollar addressable market", with 94% gross margins, >25% growth every year. It's easily the market leader in and is aiming to be the "de facto standard for data erasure on the planet". Phew :o))

Looks like the teach-in went well - buying coming in at 205p now.

[webpax] 20/10/2015 17:38

An interesting Corporate video about Blancco:

[rivaldo] 20/10/2015 10:06

Good to see RGS proactively educating the market about the potential specifically for Blancco et al.

Hopefully as webpax says this will help to continue the current re-rating.