Sophos Share Discussion Threads

[llama1978] 03/4/2019 14:40

Back from the dead?

[greenrichard] 28/3/2019 08:39

● JPMorgan Cazenove cut its target price on Sophos, the security software maker, by 10p to 330p and repeated “neutral”; advice ahead of full-year results due on May 16. The broker said to expect a change to forward guidance including no update on cash earnings before interest, tax, depreciation and amortisation, management’s favoured metric of profitability since flotation in 2015.

“By our understanding, Sophos may cease providing billings and cash ebitda guidance and shift to the more traditional revenue and operating profit guidance. While we are disappointed that the company will no longer provide the outlook for billings, we also note that recent misses suggest visibility was limited and quarterly volatility was high, and thus the company is shifting to revenue guidance, where it can more reliably provide outlook.”

JPMORGAN

[financeguru] 25/3/2019 14:52

sadly I dont think this is going anywhere other than down..... and if I am wrong I am still holding more than enough ..... but thanks for the advice!

[llama1978] 25/3/2019 13:44

Nice time to buy. Get in before the May update! Will be back over £4 soon enough...

[financeguru] 06/3/2019 15:22

more like "666"

[fuji99] 06/3/2019 14:10

Forgotten stock in a forgotten sector. Good time to buy before everyone wakes up !
By coincidence, the last posts were sent on a 6th of the month and today is also the 6th.
Is this an omen to £6 ? Could be ...

[llama1978] 06/2/2019 18:54

And my guess the next update will be the same. That crazy prior year still making this year look bad. You would think they would get over that one and start to look at the new software, acquisitions and the like. And the fact that as soon as the next major cyber strike happens people will again be upgrading their security. Back to 600 within a year...

[jake moses] 06/2/2019 16:39

Update already out early (18 Jan)- share price still recovering from the news, especially the weaker than expected billing. Still enough positives for me, though

[gerrym two] 06/2/2019 15:29

What's the views on share price tomorrow....after quarter update??

[jake moses] 31/1/2019 09:01

Enhanced malware features announced for Sophos Home. Newsflow seems better and shares recovering a bit of ground

[llama1978] 30/1/2019 08:55

Shares seem to be responding rather well to that! Keep going to £6 and I’ll be happier, haha

[jake moses] 30/1/2019 08:36

Another acquisition announced (DarkBytes)

[bazboa] 29/1/2019 19:54

They were shares that got awarded. When they vest some of them are automatically sold to cover the tax liability. They didn't actively sell them.

[llama1978] 29/1/2019 18:44

I can’t undertand why the directors sold what’s really a tiny number of shares to pay tax on incentives, I presume it was slightly more tax efficient that way?? But I can’t see it’s that important, they sold almost nothing. I think what’s more important is how the latest software is doing. Judging by the majority of reviews having done 30 mins research on it I would say it’s pretty good and should boost sales in 2019. We won’t have the annoying “versus a strong prior year” to contend with in 2019 so I think things will pick back up. Throw in a few all over the news cyber attacks and things could go really well!
Reviews:
hxxps://www.g2crowd.com/products/sophos-intercept-x-next-gen-endpoint/reviews

[bladerunna62] 29/1/2019 15:15

It is what it is!

[borg45] 29/1/2019 14:08

Pretty pathetic bunch seen the share plummet and done nothing to assist it

[qqoxf] 29/1/2019 13:25

instead of selling, the directors should buy shares to shove up confidence of investors.

[borg45] 29/1/2019 11:40

Heading sub £3 no support from the directors see this £2:50 shortly and then a bid

[borg45] 28/1/2019 12:34

Doesn't know what to do this share

[monte1] 23/1/2019 08:12

Would you prefer that they sold before a profit warning?

What is 275p - 320p if not a bounce?

[fuji99] 23/1/2019 08:09

VERY disappointed to see directors selling their company shares while the stock is battered !!! They could easily "cover" tax matters with their own money. A very bad example to give to the market and PI's as now everyone will doubt about the business soundness and future. Very disappointed as they "chose" the right time to sell - after a profit warning ! - Never seen this before. To me, this means the stock will go lower as they don't believe in the business ! I will get out on any dead cat bounce !

[curriedquaker] 18/1/2019 22:41

I’m talking about Sophos, if you chart the daily movements, the majority, nor all, daily swings start either down and then recovery, or rise and then fall back. I’m a long term holder and have averaged down on occasions such as today, but also day trade, when there is less violent swings in share price. For example if Monday starts with a significant price fall, down 2% or 3%, I’ll buy and sell once I’ve made a 3% - 5% profit, and vice versa. It doesn’t happen every day and I lose out approximately 3 days out if 10, but again the other 7 days. You don’t get the daily price swings Sophos has been experiencing with other shares in the FTSE 350, but please do your own research. There is money to be made in this one.