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In this morning after watching for a while . Peers results have been good and I expect a strong set of numbers .
you have only top up messages regardless, may I ask your average?
656@30.294 GLA
watched loads of trades go through pushing price up by 7% in seconds interesting for tomorrow mmmmmm
and another 89@32.84
another 149@33.01
216@32.184
https://www.cio.com/article/3640374/how-to-ready-your-business-for-the-age-of-performance.html
That's the beauty of the OSloft take over and why I am invested here, the ability to take sensor data and integrate it on Aveva's platforms which themselves can link to other systems. Its is encapsulated in the sentence below.
'The ABS My Digital Fleet™ risk management platform integrates with AVEVA’s PI System™ operational data management platform to ingest and normalize large quantities of sensor data received from shipping fleets'
Without being too cynical ......
If you look they upped their rating just before the last big rise (by which time they would have bought in) - they probably sold on the high then downgrade the other day to push it down so they can start to load up again. Just before next quarter they will up the price to help push it up so they can rinse and repeat.
I fortunately took the opportunity to top up yesterday.
I don't know if there is less liquidity in the UK markets at the moment but these dips seem to becoming more common place- SMWH did the same this morning, another opportunity to get some 'cheap' shares;0)
They obviously wanted to get in and at a lower price wish I had of topped up
Just sold hbr on the basis of extra costs and completed my base position here with another buy
GLA
This is going to come in very handy
https://www.aveva.com/en/products/oil-and-gas-pipeline-leak-detection-and-resolution/
Agreed, I was hoping for 12 at least (it was 11 in Q1) -they are targeting 10% cagr so have just missed on this.
I don't think that it will be motoring up on these results but it may look better on a ebit basis when the full results are out. I still believe it will be a good long term hold as they accrue the benefits from the integration of OSIsoft.
Solid update. I guess it shows that thr OISOFT acquisition was a very good idea as its keeping the growth up. But 9% was lower than I would have liked maybe thays why the share price is lower today. Was hoping we would be heading back to the 4000p range.
There is your answer-
AVEVA's revenue grew by approximately 9% in the first half of the financial year on a pro forma organic constant currency basis
All of the Group's fee types grew, with a particularly strong contribution from the recently acquired OSIsoft business. Maintenance and Services revenue increased at a low single digit rate, while Subscription and Perpetual licence revenue grew at a mid- to high-teens rate.
I am hoping that it will look good!
They said that Q1 was good and things have improved in most countries since then. The energy sector must be reasonably flush with cash at the moment so I am hopeful that some of this has trickled through to aveva.
I think that there is a lot of potential for the combined company and have it as a core long term holding just trading a percentage on of the highs and lows. I topped up on the last dip so I hope that there are no nasty surprises...
How do you guys think the trading update will go. There should be all the OIsoft revenue on there.
I think that their debt linked to the libor rate is more likely to be one of the main reasons for the greater fall relative to some other growth/tech companies.
'The $900.0 million debt facility was entered into on 9 October 2020 with Schneider Electric SE and was subsequently assigned to another Schneider entity. The debt is repayable over a three-year term, and bears interest at LIBOR plus a margin.'
Look at HSBC (50% business in China), this is much more likely to be directly impacted by problems with Evergrade and does not show the same trend - it is just market rotation.