Tpximpact Share Discussion Threads

[boozey] 13/5/2021 23:43

Ahh good to see others joining the party here - notably Castleford. Our paths seem to cross quite a lot since we first met on Drax. Panapoly is in the hottest of hot sectors at the heart of Digital Transformation which is home turf for me. Blended with a CEO who has exited successfully from a number of companies in the past - this is a must hold in a 2020s post pandemic portfolio as companies look increasingly to digitally transform their businesses.

[castleford tiger] 11/5/2021 19:49

a good presentation.
i bought early at 275p
pleased i did
tiger

[marktime1231] 11/5/2021 18:30

Swimming against the tide today, was it a stonking presentation last night or has a broker issued a strong appraisal?

[davidosh] 10/5/2021 00:25

Just a reminder that The Panoply plc will be presenting at Mello Monday tonight at 5:30pm-9:30pm. There will also be other interesting company presentations from SmartSpace Software plc, VR Education Plc and Smiths News plc.
There will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions including the popular Mello BASH (Buy, Avoid, Sell or Hold). Here is the full programme...

5.30pm Mello Welcome & News
5.40pm Company presentation by Smiths News
6.10pm Leon interviews Kieran Maguire – The Price of Football
6.40pm Company presentation by VR Education
7.20pm Company presentation by Smartspace Software
7.50pm Mark Simpson…When to Sell?
8.10pm Company presentation by The Panoply
8.50pm The Mello BASH & charity pledges

Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

[aishah] 06/5/2021 07:43

Shares Magazine article today and they reiterate Buy

[melloteam] 05/5/2021 14:13

Just to let shareholders and prospective investors know that The Panoply Plc will be presenting at Mello Events’ webinar event on Monday 10th May at 5:30pm-9:30pm. There will also be other fantastic company presentations from SmartSpace Software plc, VR Education plc and Smiths News plc.
There will be over 600 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions including the popular Mello BASH (Buy, Avoid, Sell or Hold).
Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

[toffeeman] 26/4/2021 10:15

If it can get through 280? - Or will that be a tripple top?

[aishah] 26/4/2021 08:33

Another beat!

[boozey] 22/3/2021 13:02

Interesting observations Paddy. Thank you. It is in the hottest of hot industries with significant recent Director buying and a historically successful CEO, but you provide a nice balance to the hype.

[paddyfool] 22/3/2021 09:42

I like this business but.....I am not sure I like the debt it is building up and indeed the lack of cash it is generating. I am not sure how well they are positioned to withstand a hiccup. I like the acquisitions they are making but the are paying a lot for them.

KIT was bought at ten times ebitda, or twelve times if you look at the cash sweep. Cash conversion in KIT is ok...just.. Also the clawback mechanism much touted in the announcement will be nigh on impossible to implement as a result of the integration of KIT into the wider business and the CEO of KIT being given another senior board role. The reality is there will be no clawback.

In the meantime the CEO of KIT is sitting with £10 million in the bank and at current prices £28 million of shares in the business. For a £9 million revenue business he has done very well indeed. You might wonder how much motivation he has left as he has cash in hand, unlike Ghandi.

So Ghandi is a great deal maker, he may yet be the downfall of the business, or he may be like Rod Flavel, of FDMG fame, a character who can take a business almost single handedly to great heights. Be in no doubt this business will stand all fall on Ghandis judgement. For the record Rod Flavel made virtually no acquisitions and FDMG has eschewed debt from the very outset.

So in my mind this is a very risky share with some potential for a high return. It is also becoming increasingly highly geared. You might ask yourself why no institutions are involved, it will be because of the above. At what point and how will Ghandi look to get money off the table?

The path being followed here is very much that you would expect of a PE run business. The only difference is the business does not have the deep pockets of those type of players.

Not for widows and orphans in my view. Why do I bother to write this? Because I would invest in it but with my eyes wide open to the risks of businesses of this ilk.

One final warning, beware the business defying gravity with a charismatic leader and empty pockets.

[boozey] 12/3/2021 23:40

Hopefully pubs will be open by then too! :)

[wanttowin] 04/3/2021 16:29

Drinks are on you then Boozey when that happens! lol

[boozey] 04/3/2021 16:00

Indeed welcome riviera. Having originally bought in around £1 I have been looking for an opportunity to top up at a reasonable price. Every time I nearly get there the company makes another impressive announcement. Great to see Director buying at these levels. One for the bottom drawer. I am hoping for a £500M exit in a couple of years.

[wanttowin] 04/3/2021 14:44

Welcome to the club riviera..

[riviera1069] 04/3/2021 12:07

Hi Chaps,Just joined the party here. Been looking at these for about a year.Took me ages to get a price at both HL and Barclays. In at 207.5

[toffeeman] 01/3/2021 16:16

I wouldn't worry - it hasn't moved the price

[wanttowin] 01/3/2021 16:15

Crikey what's that 2.3 mill trade gone through, looks like a sell.

[energeticbacker] 01/3/2021 15:54

Investor's Champion comments:

Despite the numerous acquisitions it’s interesting to note that there are currently few well-known institutions listed as ‘significant shareholders’ on the Panoply share register.

[jomool001] 01/3/2021 11:05

acquisition of a managed services company is smart - customers like companies to stand over what they deliver. end to end ability now

[wanttowin] 01/3/2021 09:34

Surprised at such a muted response, from such a good update..

Potential 30% earnings upgrade not to be sniffed at surely.

[amrishbhim] 21/1/2021 14:49

What video

[bunz3] 21/1/2021 14:38

that video now on ggp share board , a good example for other shares

[boozey] 21/1/2021 08:24

Another excellent update. The key thing to remember about Panoply is that it is operating in the hottest of hot industries during the Pandemic (and hopefully beyond)- Digital Transformation.