Carefully Does It
22 Apr 2016
Overhang There is an overhang. This does want to break out but until the overhang is gone it will keep hitting sub 140p.Right bit of news and this will be free and rising.Reading the new website it reads very positively and I am of the opinion that not all the future growth is in the price yet.
Carefully Does It
21 Apr 2016
New website launched New website and it shows the breadth of the offering now.Looks like new news too of a business win at a telco.This is begging to breakout to new time highs.
Muzzletoff
11 Apr 2016
Re: Where are interim results? Thanks Pendil. I missed that reference.
pendil
11 Apr 2016
Re: Where are interim results? In the trading update on 11 February they said they would report interims on 27 April. Based on that trading update the results themselves will be unspectacular, and what will be of interest is the outlook and the roll out of the supplier services such as via Screwfix..
Muzzletoff
11 Apr 2016
Where are interim results? These are usually reported in March. Late results are not usually a good sign.Fingers crossed!
Carefully Does It
31 Mar 2016
Spend control jargon buster Blockage removed and anticipated move up on the day of the above event and end of tax year. Good sign in my book.
mcescher
30 Mar 2016
Interesting look at intrinsic value of PROACTIS Holdings I found this website that uses analysts estimates of free cash flow to find intrinsic value. Looks promising for PROACTIS Holdings: HD" target="blank" rel="nofollow">[link]
Carefully Does It
08 Feb 2016
Re: cheap acquisition target may become ... Procserve bigger than Due North.Procserve + Basware massive.Procserve looks like having been a cheaper buy than Due North.Hence, possible sign low hanging fruit will be hard to find as acquisitions.I think Proactis will acquire once more possibly by equity issuance as part of the deal but not until the share price is higher.
TaylorSan
08 Feb 2016
Re: cheap acquisition target may become ... Incidentally I'm sitting tight!
Carefully Does It
08 Feb 2016
Re: cheap acquisition target may become ... I think they had a much stronger presence in the public sector, more users and higher spend through their offering. Basware wanted greater public sector exposure.Interesting times ahead in this space.Low hanging fruit is taken, or soon will be, imho.
TaylorSan
08 Feb 2016
Re: cheap acquisition target may become ... CDI, Procserve does address the same market but with an inferior solution and model to both Proactis and DueNorth IMO. Not sure they had any international exposure either.The 2nd half numbers should be interesting end of March.
Hawk Eye32
08 Feb 2016
Re: cheap acquisition target may become ... CDI, thanks for that, thought that was the point you were making. I bought these @0.88 when recommended by Simon Thompson back in Sept edition of IC. Am prepared to run with these at present as they seem to be in a good growth market,
Carefully Does It
08 Feb 2016
Re: cheap acquisition target may become ... addressed same market.look at multiple basware paid for it.proactis look to have paid slightly higher multiple for a smaller player,multiples will creep up as fewer players available to consolidate, cheap acquisitions will dry up.
Hawk Eye32
07 Feb 2016
Re: cheap acquisition target may become hard... What has Procserve got to do with Proactis?
Carefully Does It
06 Feb 2016
cheap acquisition target may become harder to find Purchase is at 2.8x revenue.This is what they are up against.[link]
