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clear that retail is selling whilst bigger fish is buying. This will move fast once Bepayd starts getting traction and it is recognised by the market. If we don't get bought out before... But I don't think so - any potential purchaser would want to ensure that debt obligations aren't an issue, so they will wait and see how things develop
£79k gone through a few minutes ago.at 43.2p
We won't know the truth until there are audited interims released on 29th April then comes H2 ready for August that is usually stronger but this year the pipeline is probably bad. News has dried up and this needs a lot of new business to get the growth moving.
Dbay are possibly getting ready to make a bid if and that is an if management don’t perform and the strategy doesn’t bear fruits in terms of real published results and contract wins.
They will be waiting to swoop and buy PHD on the cheap as a loss of confidence in management will make it easier for investors to sell out cheap.
IMHO
well I'm probably one of the rampy b/s rs but i was looking at the ADVFN posts this morning (including yours) and i see there is some concern over the Proactis sa figures out on friday. doesnt sound like they are going to help sentiment,so it seems pretty clear that this isn't going to trade itself into a better place in the short term.therefore,i have to agree that the only short term catalysts are sykes going or Dbay making a bid. i think there is very little chance of sykes going (he might be pressured by Dbay, but i expect he would resist and unless LO or Potts backed a replacement he will probably stay in the absence of a bid. I'm encouraged slightly by the fact that LO and dbay seem to be sticking with it (although that could change course). my money is and always has been, on a bid by Dbay, but at a lowish figure. personally would be happy now with 60p but its clearly a worry that day may continue to play the long game and just wait for s/p to drift down before adding/making a bid. obviously it's just speculation that dbay will bid and they may have other thoughts of course.all just my opinion.
Write-off the next 3-6 months and the recovery results won't show until TU Feb 2022.
Covid is holding everything back and you can't have a convincing turnaround when customers are not working. It has probably delayed everything by 9 months or more. Write-off this next 6 months too probably but by this time next year it should be stellar.
Not been on here for a long time and have just read the last few posts on here.......rampy BS imho.
I have held these for quite a while now but with debt up for the last 2 trading updates and very slow progress with bepayd and the newer markets then you have to wonder how he is still in a job.
There has been talk of selling a non core part to reduce the debt but with covid causing a seize up this looks less likely I can only think a Dbay bid will save this from a slow March back down the hill.
Thoughts appreciated as I had high hopes for this as a turnaround
well better than i was expecting. nothing to get too worked up over and didnt the increased debt already get mentioned before? bepayd news is really good.
what will be interesting isto see what reaction, if any, we get from Dbay. were they hoping for a bit of a pullback on update to enable them to increase? will they think the most likely move in s/p over time is now likely be up, as unlikely to be any negative news now for a while and therefore best to make a move now? or none of this and something completely different?
Not sure what to make of the updates. Drop in tcv and revenue, not huge given covid, but increase in debt is still an issue. Tim seemed to suggest there was 2m of tcv deferred due to covid-19 in the box interview. So could/should have been around 9m. But shoulda coulda is worth little, he suggested after lockdown lifts they expect to be able to push the tcv up significantly... Time will tell. Good to see the signing of public sector to bpayd hopefully others in this space will follow although Tim seems like he wants to use the current bpayd contracts to iron out the wrinkles before pushing the expansion... Slow progress!
the trades at 46.9 are buys.definite.
definitely a buy. just put an offer PE come on
I dont understand it but its as is there are 2 markets. One for us and one for "them".
I would have interpreted it as a negotiated transfer of holding, a sell at 48.4 and a buy at 48.5 - however there's no way you could get 48.4 on a sell as the bids been stuck at 47p for a while now surely.
What to make of this?
Volume has dried up before TU. To me it suggests those with any background knowledge and not happy have already exited and more new money likely to arrive that old money leave when the TU is released.
Run through 60p and its has a lot of space above.
Repost.
Good question bunco. I forgot about that one so is this a new new strategy or Lids signed under an old, or old new. I'm confused and it needs spelling out.
Good question bunch. I forgot about that one do is this a new new strategy or Lids signed under and old or old new. I'm confused now and it needs spelling out.
very fair comment bunco.i have assumed that it is a new strategy and the RNS seems to suggest this,but i may be wrong and i certainly agree it could and should have been clearer.
The rns today is no doubt good news as its referring to a new signing, but as a PI (with the level of info available to us) it's difficult to understand exactly what is being said and how this signing differs from the likes of the Lids signing which was confirmed back in september 2020. https://www.proactis.com/uk/company/news/2020/september/lids-inc-partners-with-proactis-to-improve-its-so/
Is it that the new strategy hadn't been implemented in the US back in september when Lids signed? I thought it had, but again a little unclear. I would have thought the PR company would have been responsible for ensuring the news releases make sense to your average punter.
perhaps more to do with the reference to covid impact?
Look over presentations and video interviews and you get an idea of the average size of contract. This is most likely the same and no need to give fugures if its not material. Its to prove the GTM.
Couldn't agree more. No figures mentioned so investors have zero idea what that really means to the business. Why announce if you have no figures to accompany it? Same thing happened at ITX, and sp is drifting down on no clarity as well over there. Does it mean it's not worth announcing the re-numeration side of the deal I wonder .... and the share price goes down !