Share Name Share Symbol Market Type Share ISIN Share Description
Statpro Group Plc LSE:SOG London Ordinary Share GB0006300213 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 146.50p 145.00p 148.00p 146.50p 146.50p 146.50p 2,000 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 54.8 -1.0 -0.8 - 96

Statpro Share Discussion Threads

Showing 626 to 650 of 775 messages
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Trading update today was vague on concrete progress, although comforting that Q1 is to expectations. Really for a cloud based software company you want to hear about strong pipelines and exciting growth of customers. Statpro doesn't seem to offer that so it should be at a PE of 10-12 really.
Read Panmure Gordon & Co's note on STATPRO GROUP, out this morning, by visiting hxxps:// "The company believes that only the right technology in partnership with industry knowledge and experience can deliver true customer value. This week delivery of its v67 showed that StatPro’s tech continues to deliver to that customer promise. To remind, 2016 is a watershed year for StatPro as it replaces StatPro Seven with StatPro Revolution Performance and be a true cloud multi-tenant solution – this then joins Revolution a true ‘built from the ground up’ SaaS ..."
An interesting share buy back adding 4% to EPS and increasing the sale value of the company per share
Video interview with StatPro chief executive Justin Wheatley Justin Wheatley, chief executive of investment analytics firm StatPro Group PLC (LON:SOG), speaks to Proactive after the company unveiled solid results for 2015. Annualised recurring revenue (ARR) for StatPro Revolution - it's cloud product- met its target of an increase of 46% at £7.8mln from £5.35mln in 2014 and Wheatley says this now represents 27% of the group’s recurring revenue. “The core benefit of our product is the way it brings together a number of different analytic products” he says, adding that traditionally people have had separate systems for performance, attribution risk while StatPro can “bring all those together and allow people to access that information in one go.”
Now I know why they made the acquisition. Statpro Revolution has not really succeeded in getting lots of new sales. And from outlook statement, looks like they are going to depend on acquisition for more growth. Cash balance now low, so any acquisition will need to come in the form of new equity fundraising.....
i guess this is a net positive - an acceleration in growth on a larger base. Buying in shares is also encouraging. Given the trend of downgrades, sustained investment, declining cash balances and establishing larger debt facilities I presumed finances were under pressure. But I'd agree this is all about growth. i am surprised this is still quoted, they'd find their job easier if owned by PE. I suspect that might happen.
No - it's not. It's a transfer of revenue from non-cloud to cloud. I'm looking for top-line net revenue growth.
So is todays RNS meeting your comment topvest? "In the 12 months to the end of September 2015, Annualised Recurring Revenue for StatPro Revolution, the cloud-based portfolio analysis service, grew by 68% to £7.2 million (September 2014: £4.3 million at constant currency). " but I'm not invested here
Results OK, but really need a tad more revenue growth.
Another company where the share price does not seem to reflect the strength of the RNS released today ... more research needed from me
Huh, can't believe they've issued an RNS today for a contract renewal that is only £0.6m over 5 years. Things must be slow....
Yes, I'm happy to hold. They are making progress. Not cheap, but not overpriced either in my view.
The deal announced, a couple of weeks ago. Shows what can be done.
I guess the revenue "hockey-stick" is expected to start in FY16
Rivaldo, I think I pointed out much the same about 18 months ago (post 188), based on the high PER in relation to the forecasts. However, in fairness SOG has continued to defy gravity and my expectations and is about the same price as it was then. I like the company and used to have quite a lot of them, but will not be reinvesting until either the price falls or there is some concrete evidence of progress in the figures.
I recognise that SOG has excellent qualities - high recurring income, £3m cash, a 2.8p dividend, good potential etc - but I'm always amazed at how the share price holds up so well, in contrast to so many stocks. SOG must have a very loyal shareholder base! The m/cap is £57m at 84p, yet H1 produced just 1.3p EPS and £2m EBITDA, hugely down on last year, and currency movements are likely to impact H2 as well as H1. When if ever are SOG actually going to produce decent figures rather than blaming the continued need for investment? Even 2015 forecasts don't show any particular leap forward.... I'm not a holder as you can tell! Not likely to buy at these prices, but perhaps at 60p-65p. I just can't see any worthwhile upside from here for some time to come.
Very bullish statements in the interims today. They mentioned their huge competitive advantage lead vs competitors in their cloud offering. Now time to execute sales/marketing properly to acquire new customers... It looks like earnings will do depressed this year and next as all the sales/onboarding costs are absorbed, but there is a huge recurring subscription revenue here.
From Hotviews; Key year starts well for StatPro Peter Roe, 09:08, 15 May 2014 Portfolio analysis and asset pricing services provider StatPro has made good progress in 2014 so far, as reported at yesterday's AGM. Trading is in line with expectations. This is a key year for StatPro as it furthers its plans of becoming a pure cloud-based supplier. StatPro is driving through the development of cloud-based StatPro R+, to replace its biggest revenue generator, StatPro Seven, an IT platform used in around 150 asset managers. Beta trials have gone well, further functionality will be added later this year and the StatPro team are working with clients to build migration strategies. SaaS providers must avoid the trap of offering "the same for much less money", particularly as cloud delivery can cost the service provider more than "traditional" methods. Key is ensuring that the customer receives additional functionality and utility via the cloud; better reliability, availability, access to more features, easier upgrades, etc. Many asset managers may be reluctant to move from a tried-and-tested in-house system. StatPro must resist the temptation to bribe them into migrating, instead convincing them of the business benefits available. It is good to see that StatPro will also be adding extra services to the Revolution product throughout 2014. For this product, client numbers continue to grow, up to 277, adding 20 since the end of December. The AGM statement reminds readers of the near term impact on financial results of the company's plans. Analysts are forecasting further EBITDA falls. Investors will thus have to remain patient (the shares have gone nowhere over the past year). 2014 is a key year for product investment and increasing the momentum of the cloud transition. As we have said before, see here and work back, StatPro is doing the right things, but there is still much to do.
it could be a sleeper until sales start to grow. Management always bullish but need to sell more stuff. However Allocate has been through this inflection and look what happened to them, so i am happy to accept the 3% yield as compensation for a potential sleeper.
Hmm these are really unloved, Shall we investors have a real bums out man hug to console the price? Having read through the thread it seems to be an investment that is always about to pay off. Quite a nice divi but on a high trailing P/e. Any views from holders?
"Buy", says Investors Chronicle. For those with access:
I read that as Artemis increasing their stake by about a percent or roughly 700,000 shares.
Actually, I think this year will be in line but that next year will beat expectations as Revolution begins to snowball. The market is probably looking ahead 6-12 months.
I hope so too. Been seeing this share tread water for too long. Director Buy hopefully signals to market a confidence within the company. As with most cloud based new solutions to the market, growth is typically a hockey stick (unless it crashes and burns of course), so expect next trading update to beat expectations by a mile for Statpro Revolution or really disappoint the market.
Have built a large holding here over the past 6 months at 70-85p. Could it be the recent director buys and clearing of an overhang mean it's about to get the rerating it deserves?
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