Sophos Share Discussion Threads

[tsmith2] 07/11/2018 14:49

I can't find a TP from Liberum today.

[epo001] 07/11/2018 14:12

Covered on today's FT Markets Live

Their view is that this is a veiled profit warning and management has now lost credibility. Last night it had a PE of 60, that rating has gone and Mr Market may not forgive this quickly. I have a limit buy in at 310p which I may review. Shame, I was in profit 2 days ago.

[pal44] 07/11/2018 14:07

this is getting pulled down .. could go lower ..waiting to get on board GLA.

[bocase] 07/11/2018 14:07

Yes we only need another attack like the 'wannacry' etc of May last year to send the price sky high. That is part of the problem, the comparables with last year are hard to beat.

[mmlakhani1] 07/11/2018 13:55

I'm in at 3.55 this morning. I can see this shooting in 6 months

[ifthecapfits] 07/11/2018 13:36

I'm in for a modest few. Drop overdone.

[llama1978] 07/11/2018 12:56

Bought more at about 345, reducing my average buy price to around 435 so I gotta hope those broker forecasts get close to a reality! Scanning the results I can’t see too much to worry about other than that growth is not as fast as it might have looked last year, it’s atill growing, has new products on the horizon and no doubt the Russians will be testing our systems a few more times in the near future... I reckon could still go to 600 within 6 months.

[dianecarberry] 07/11/2018 12:54

Price didn't drop to anyhere near 160p as the open.

281p was the lowest price on the opening bell.

[borg45] 07/11/2018 12:52

Who decides to drop the price 1.60 on opening??? Based on what they make money and they are still growing just wait and see some huge buys going through after the bell

[bocase] 07/11/2018 12:45

I hope you are right Borg. I have just bought some more.

[borg45] 07/11/2018 12:40

Complete over reaction to today's results these will be 5+ within 2 weeks

[bocase] 07/11/2018 12:14

Liberium Capital reiterate BUY this morning, with price target of 530p

[tsmith2] 07/11/2018 11:35

I've not seen any broker comments Liberum seemed to have pulled TP..Problem here is that they are revising growth down every update?

[billbailey1] 07/11/2018 09:45

It's the usual market games after a reasonable report. The broker forecasts are still behind this today so some good news if you are holding high.

[jurgenklopp] 07/11/2018 09:30

Things seem to have steadied.

Symantec have recently received a takeover approach so there is always the scope of some similar activity here.

[llama1978] 07/11/2018 09:20

Wish I’d bought at 8am this morning rather than playing squash. Doh. Will be 400 by end of day.

[fuji99] 07/11/2018 09:02

Callmebwaba - Graphene is already used successfully in many industries. However there are many restrictions due to ... its purity. This is where VRS excels (it has the purest: nanene) and thus can enter almost any type of industry (from aerospace, electronics to medical equipment) while others a restricted to say just civil engineering materials. Sorry to SOPH board as this is not the VRS BB.

[callmebwana] 07/11/2018 08:54

Fuji.
Disruptive Tech, same as PRISM, Graphene has not been cracked up fully yet.
It has been out 10 Years Fuji. Maybe,maybe ,not.Having studied Physics i know all about VRS.Many thanks. Wishing you luck.
GLA.

[mmlakhani1] 07/11/2018 08:52

looks good at 3.50?

[fuji99] 07/11/2018 08:36

Callmebwana - I am not "locked in" - I am rather invested in SOPH. I am looking for the long term at least after 2020. That was my original investment time-span I gave myself. For AAZ, yes I was invested when it was around 40p'sh (tucked away a few '000's shares). A good company indeed with a bright future. My tip for you is VRS IF, only IF, your sight is set for the medium to long term. You will be pleasantly surprised of the outcome in say 2/3 years. DYOR and have a look at it if you are not in already.

[curriedquaker] 07/11/2018 08:27

Mid morning, after the analysts have had their conference call and webcast, we will see how the big boys view this going forward.

[curriedquaker] 07/11/2018 08:26

Top up time. At below 350 these are cheap

[curriedquaker] 07/11/2018 08:24

Top up time. At below 350 these are cheap

[callmebwana] 07/11/2018 08:23

Fuji.Lol should have gone into AAZ. You won't make a lot moving around. Only saying.
Now I suppose you are locked in? No offense to you.
Sorry guys. I just had this on my watch list. Mr. Market don't like the results much.
It never makes me happy to see PI's losing money.
GLA.

[fuji99] 07/11/2018 08:14

I think "the renewal rate at 118% in the H1 FY19 period (or 121% in Q2 FY19), compared to 142% a year ago" did not please the market. are they losing customers ? That's what has thrown doubts. But they have made a profit for the first time, a sign that things are going the right way. This should be kept for a few years, say min 2/3 years at least to see it mature properly.