BPRMF News and Press, Blue Prism PLC From 02/17/21

Our initial investment conclusion still stands - buy Blue Prism before the UiPath IPO. We had to recalibrate our view on Blue Prism in terms of market positioning versus market leader UiPath given recent events. Placing what we believe to be a 50% discount to UiPath's current Pric...

In February 2020, Snowflake (SNOW) raised $479M in a private funding round at a $12.4B valuation. Seven months later, Snowflake launched the largest software IPO in history at a $33B valuation. Shares closed last week at $306.05 which is about 155% above the $120 IPO price. Inv...

Admiral takes a long-term approach to investments and relationships. The firm is built around disciplined investing, capital preservation and forming partnerships focused on transparency, trust and alignment of interest. Our Partnership returned 27.8% net in the quarter ended December...

Alteryx is seeing falling customer success with a downtrend in upselling activity, negatively impacting free cash flow generation. Competition is intensifying in the business intelligence space, and demonstrating growth will no longer be as straightforward as before. The shares ar...

We estimate Blue Prism is valued at a 50% discount to where UiPath is likely to list on a prospective Price to Sales multiple. UiPath is the market leader with greater scale, but this is well known, and this valuation gap is too excessive. Buy Blue Prism shares before UiPath's IPO...

Domo has achieved adjusted positive cash flow status in Q3 FY1/21. Management has executed well under difficult conditions. The shares have responded to this news, but we believe there is further upside to go as Domo aims to become profitable. Positive metrics point to quarterly b...

UiPath (UIPTH) confirms to Bloomberg that it has confidentially filed for an IPO and says the number of shares and price range have yet to be determined.Earlier today, Bloomberg sources said UiPath could file as early as this week for a 2021 IPO that could have a valuation above $20B.Dur...

Robotics Process Automation at first appearance sounds great, but on closer inspection the market is very competitive and Blue Prism's losses are growing. Blue Prism has a worryingly low ratio of Research and Development spending to Sales and Marketing spending which is not a good ind...

Bloomberg sources say UiPath is working with advisers JPMorgan, Morgan Stanley, Bank of America, and Credit Suisse on a potential IPO that could happen as early as H1 2021.Plans and the timing of the listing could still change.Sources say the company could be valued at more than $20B ...

Blue Prism ( BPRMF ) forms part of a select group of companies which provide high-quality services in the IT Robotic Process Automation (RPA) field. RPA aims to use software including AI features to automate repetitive tasks and contribute to improve efficiency in companies' business process...