Regenersis Share Discussion Threads

[rivaldo] 25/1/2016 15:06

Interview with Blancco's CEO - sounds like good news re the new EU General Data Protection Regulation (GDPR):



Extract:

"GDPR presents a tooling and culture challenge

It might seems strange to talk about data privacy as presenting a corporate culture challenge but that is the reality for many organisations. The cost and complexity of introducing internal data controls means it gets continually sidelined in favour of other projects that are revenue generating. With the explosion of cloud and the amount of data exfiltrated by users as opposed by hackers, there are already a lot of concerns over how to handle data.

Pat Clawson, CEO of Blancco Technology Group said: “Because the EU GDPR negotiations stretched on for the last four years, many organizations held out hope that an agreement would be postponed, or if things went the way they hoped, the negotiating parties would never come to agreement.

“Now that the EU GDPR is a reality and the new privacy rules will be ratified by the European Council in early 2016, many organizations have a considerable amount of work ahead of them to align their IT governance and data protection programs with both regulatory and customer demands."

etc"

[al101uk] 15/1/2016 16:27

Well that's a record, never filtered someone after four words before!

[onjohn] 15/1/2016 15:37

retest of 140p here

[adamb1978] 14/1/2016 20:55

No reason to sell RGS before the disposal. A SotP valuation gives a price considerably above the market price. My guess its about 50% upside

[aishah] 14/1/2016 10:07

The trading update confirms that trading is in line with expectations and, more importantly, that the disposal process for the Aftermarket Services division is going to plan, with a number of indicative offers having been received. We have increased our FY16 year-end net debt estimate by £1.4m, mainly as a result of exceptional deal costs, but we see no real change to the investment story, with our sum of the parts continuing to suggest that the shares are significantly undervalued.

[rivaldo] 13/1/2016 13:52

.....and bought given the share price rise. Large volumes are excellent news in clearing any overhangs.

[clausentum] 13/1/2016 12:26

A large number of shares being sold today.

[hastings] 13/1/2016 10:58

Added a few thoughts that may be of interest.

[aishah] 13/1/2016 10:55

Panmure reiterate BUY and 270p target

[glasshalfull] 13/1/2016 10:01

Positive t/s


Peel Hunt indicate same & mention

"...disposal process of the Aftermarket division has received interest from a number of large organisations. We expect gross proceeds of £75m with majority of cash to be returned to shareholders..."

On Blancco,

"...organic sales growth at c30% vs PHe of 25%. Blancco continues to make progress with corporate customers and won their first $1m contract in H1. Higher sales growth also means margins are likely to be close to last year despite investment in the sales team."

They've raised their target price to 200p on the back of today's statement.

"Post disposal of the aftermarket division, the remaining Blancco business will be a very different proposition as it becomes a pure play software business with high growth and margins, we nudge up our TP by 5p to 200p."

Regards
GHF

[mfhmfh] 13/1/2016 09:38

Also the following:

As a result of the strategic review process...this process remains on plan and has moved onto its next stage within the expected time frame.

For those of us who don't hold RGS in an ISA, I hope the special dividend is paid before April 6th when dividends start being taxed.

[aishah] 13/1/2016 09:29

Nice update. Techinvest made them one of their NAP tips for 2016 with a rating of 6. They expect RGS to attract a much higher security software type rating once the hardware repair ops is divested.

[mfhmfh] 13/1/2016 09:12

I liked the following:

The Software business significantly increased sales....whilst also maintaining its operating profit margin.

[brummy_git] 13/1/2016 08:14

New research out from Equity development this morning.

hxxp://www.equitydevelopment.co.uk/doc/1441.pdf

[rivaldo] 13/1/2016 07:16

Excellent update this morning:



- stronger than last year, and in line with expectations of 16p EPS this year (with a 5.36p dividend)
- the key Software division firing on all cylinders
- several offers received for Aftermarket division

[mfhmfh] 05/1/2016 11:35

I e-mailed the company last night and received a reply within minutes saying they will be releasing a trading update this month but no date has been confirmed yet.

[clausentum] 01/1/2016 15:45

There was a trading update on 14/1/15, hopefully they will do the same this year.

[clausentum] 29/12/2015 19:26

There has been substantial buying today, 300K buys and 250K probable buys.

[dr know] 22/12/2015 15:39

You can watch it here

[rivaldo] 22/12/2015 14:48

Good to see RGS moving up on decent volumes today.

Did anyone make the 15th December presentation?

[rivaldo] 11/12/2015 08:14

Interesting interview with Blancco's CEO on how the JD Wetherspoon data breach could have been avoided:



Joeall, I got RGS' dividend yesterday.

I can't make the 15th December presentation, but hopefully others can.

[rimmy2000] 10/12/2015 22:06

was hoping to make this event but cannot. is anyone on here going to report back?

[joeall] 09/12/2015 12:34

I haven't received my divi yet anyone else in the same boat.

[jwallz] 04/12/2015 16:43

RGS about to sell a large part of its business. Do you know how it will use the proceeds? Come to a free event in London on Tuesday 15 December where CFO Jog Dhody will explain the company's plans and give you the chance to ask questions about the prospects for Regenersis in 2016.

hxxp://www.sharesmagazine.co.uk/events/event/shares-investor-evening-15-dec-15/