Member Info for skid35

To be frank oracle have so many third party products on their price list the sales teams take the easy routes to hit target. Great to see Thompson at ic call another winner !

My god these are bad, simply no positives. A good pipeline is just that , a pipeline and based on their forecast accuracy and conversion rate should be taken with a pinch of salt.

Clearly do not like the correct scrutiny of the company with the requirements of aim. If there is a delisting there will be two classes of shareholder with kalas laughing all the way to the bank.

Maybe, or just didn't have a clue what he stole

Why would you want to make a market in a 2m company?

Have small positions in my sipp in merc, arix, draper spirit and wpct. All either slightly down or flat. Will hold long term but it would be good to see some upward movement. All seems to be sullied by allied minds and woodford poor choice and seeming inability to admit any mistake

Begs the question if he can pay back quickly why didn't he use the other source of finance in the first place. Need the full report to understand what went on, how was it contracted plus any other dodgy stuff.

Few points 1. The CFO needs to go, if he cannot say no to the CEO in these circumstances he is weak and lacks integrity 2. Would expect expenses to have been abused, not just by the CEO but by the whole management team 3. Anyone potentially lender providing loans will have upped their rates with a massive risk premium 4. These type of people just need to go to jail, using a company as a personal piggy bank 5. Amazing reading the chairmans statement and corporates govn in the investor segment of their website. Unfortunately have a few quid in here for my SIPP.

These articles are completely useless. They are effectively written by a computer looking at trading levels, no understanding of underlying issues etc.

A little early. Good to see they didn't bottle sacking a wife beater, might have been easy to brush this under the ****et.

I have a small holding, effectively the profit on buying and selling. As someone who works in finance and commercial management in the software industry the level of incompetence revealed in the rns cannot be understated, simply no control on new business contracts / no understanding of revenue recognition and even after an initial review a lack of objectivity. I believe clear side agreements outside of the stated contract. If they can't get this right the basis of reporting cannot be trusted.

Watching this for a while. Seems like a good buy price

Trying to do due diligence here. Any science buffs out there who can point to research, broker recommendations etc. As a small co it is difficult to get real understand on whether this a good value.

Good write up In the Times. 420 should be the baseline for growth to 475

They appear to be able to refinance at lower rates so lenders clearly believe so, and they have better access to the numbers than we do. It's not really a headwind, it is basically the business model when you have an asset heavy business with secure medium / long term revenues.

As an emea fd of a substantial us sw company the question is - what are you actually reading ? The problem is you simply cannot "read" the interims without a much deeper understanding, splitting licence revenues between saas/subscription and perpetual (and then with the renewal on maint). They are therefore completely worthless. The big pharma deal contains no detail on the timing, recurrence of the revenue and length of contract. The best piece of info recently was on the proactive call with a 96% renewal rate which is a the very top end of industry standards. I am a holder here (with a 50%) loss. If they can lever Juniper and mcafee worldwide sales teams (surprised that they have named this incorrectly it should be intel security as mcafee has a bad association with a nutter) in the short term this will virtually go straight to the bottom line, if successful they will be bought out by one of these. I didn't see any press on the mcafee deal ?

Without a split out of the revenue between outright sale and subscription the numbers are totally and completely meaningless, as is any growth number. Why even bother with this crappy level of communication.

Have c 2k as part of the small high risk part of my sipping and breakeven. Bought in as I can't see this going down any further but with strong upside. With strong growth and results what will be the catalyst for an upward movement in share price, it seems that the growth is baked in the share price ?

Just far too expensive - leave it to the betting companies and companies with Indian / far east markets. There is also a massive difference between an average football fan (who doesn't play) compared with say a cycling fan the majority of which cycling hard into their sixties. However the halftime oranges thing is a total throwback, needs to be a gel / energy drink.

Good bullsh## , poor spelling