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With the Ukraine conflict and concerns about cyber security world wide one would imagine MicroFocus to be in demand, this will come good with more demands for IT security in my view, the drop is unjustifiable and can only put it down to the world events and stock market sentiments.
Price is just being pushed around by manipulators who prey on volatile stocks. Ive been watching other stocks and they barely move down or up most of the time. Wider market is also under a sell off. Given the situation in Europe right now anything is possible with investments but we need to remember that time is a positive for MCRO as the next 12 months should see the back of the bad news and place us well for the next cycle once Ukraine is resolved one way or another.
It's a great time to buy shares at the minute. These opportunities don't come round often.
I would say investing in any cyber security is a good call because of this war. Half my meetings in the last week have been due to this and Customers looking at how they can prepare for any new threats etc so I expect companies to invest massively in this space. MCR should be well positioned going forwards.
This has got into the £3.50s faster than I anticipated. You’d have thought we would be more resilient with products supposed to assist with cyber are not as heralded in the markets as some would suggest.
Cyber security is at the forefront of most companies thoughts and I’m not surprised. Darktrace has went up a good bit due to this.
We are still seen as a risky stock so we will be hurt worse on bad market days. Darktrace has increased its customers to 6500 from 4600 in 6 months. You gotta ask yourself why Micro is so damn useless at doing the same thing. Same with Snowflake and Splunk. All massive customer gains.
First bit of decent from you about the company. It was noted three years ago they required more sales teams in the field. If this indeed happened, why do the sales still decline. Why is our competitor customer base increasing.. is it at the expense of ours?
Guidance is everything. Weeds need taken out to allow the grass to grow.
The only thing ill say is that buying market share is never profitable. It will become even more so in this high rate and inflation environment. I hope MCRO starts to improve in this area whilst staying highly FCF positive.