Micro Focus - Die letzten 30 Beiträge
eröffnet am 11.09.17 13:21:26 von
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Beiträge: 17
ID: 1.261.539
ID: 1.261.539
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ISIN: GB00BJ1F4N75 · WKN: A2PGUK
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Letzter Kurs 30.01.23 Tradegate
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| 122,64 | +20,00 | |
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| 1,5000 | +20,00 | |
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| Wertpapier | Kurs | Perf. % |
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| 4,0700 | -19,41 | |
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25.8.
Open Text plans to acquire Micro Focus at $6 billion valuation
https://www.marketwatch.com/story/open-text-plans-to-acquire…
...
Open Text Corp. shares sank 5% in after-hours trading Thursday after the company announced plans to acquire British software company Micro Focus at a valuation of $6 billion.
Open Text said it would pay 532 pence for each share of Micro Focus, roughly double the stock's closing price on the London Stock Exchange, and assume the company's debt. Micro Focus's U.S. ADRs rose more than 90% in after-hours trading following the announcement.
Open Text executives plan to finance the transaction with $1.3 billion in cash and $4.6 billion in fresh debt. Open Text, which is based in Canada, has increased in size in recent years through a series of acquisitions, which have included cybersecurity company Carbonite, encryption company Zix and a former Dell Technologies Inc. subsidiary.
=>
Open Text plans to acquire Micro Focus at $6 billion valuation
https://www.marketwatch.com/story/open-text-plans-to-acquire…
...
Open Text Corp. shares sank 5% in after-hours trading Thursday after the company announced plans to acquire British software company Micro Focus at a valuation of $6 billion.
Open Text said it would pay 532 pence for each share of Micro Focus, roughly double the stock's closing price on the London Stock Exchange, and assume the company's debt. Micro Focus's U.S. ADRs rose more than 90% in after-hours trading following the announcement.
Open Text executives plan to finance the transaction with $1.3 billion in cash and $4.6 billion in fresh debt. Open Text, which is based in Canada, has increased in size in recent years through a series of acquisitions, which have included cybersecurity company Carbonite, encryption company Zix and a former Dell Technologies Inc. subsidiary.
=>
Jetzt gehts nach Norden ^^
Geht es jetzt endlich nach Norden?
Kann mich mal jemand über Micro Focus informieren? Gibt es da alte und neue Aktien und warum ist der Kurs so drastisch gefallen? Das ist einer der größten Software Konzerne der Welt, oder?
Antwort auf Beitrag Nr.: 55.713.081 von R-BgO am 11.09.17 13:21:26
Fehler: es war doch die Aktie
und der andere Thread ist übers ADR Trading Spotlight
es gibt eine neue WKN nach Share-Konsolidierung;
deswegen am besten nun hier Thread: Micro Focus International -- zurück zu alter Stärke? weitermachen Micro Focus begins to recover after disastrous HP Enterprise deal --> +13%
14.2.https://news.yahoo.com/micro-focus-looks-life-hpe-091655505.…
=>
...Micro Focus posted better than expected results as it pressed on with reshaping its business two years after its troubled deal to buy Hewlett Packard Enterprise’s (HPE) software arm.
The Newbury-based software company, Britain's second largest listed tech firm, aimed to ease investor concerns that teething troubles over the $8.8bn (£6.9bn) deal were coming to an end.
Micro Focus posted a 12-month revenue decline of 5.3pc, slightly better than estimates. In its full-year results, the company said it would extend a $400m share buy back programme by another $110m. Shares jumped 11pc on the announcement.
Despite the bumper deal for HPE's software assets in 2017, Micro Focus endured a difficult 12 months as it bedded in thousands of new employees...
Ansichtsstücke gekauft
sie haben aktuell ein 18-Monats-Geschäftsjahr eingeschoben:
vom 1.5.2017-31.10.2018
zum "Halbjahr" waren sie wohl recht zufrieden:
Antwort auf Beitrag Nr.: 57.325.112 von faultcode am 20.03.18 00:28:34
=>
..Das deutsche Linux-Unternehmen Suse gehört künftig dem schwedischen Finanzinvestor EQT Partners an. Für 2,5 Milliarden Dollar verkauft der bisherige Eigner, die britische Softwarefirma Micro Focus, den Betreiber des Open-Source-Betriebssystems für Unternehmen. Mit dem Abschluss der Transaktion werde Anfang 2019 gerechnet, berichten die Unternehmen.
Während die Briten mit den Einnahmen unter anderem ihre Schulden reduzieren wollen, freut sich Suse -Chef Nils Brauckmann über mehr Selbstständigkeit: "Wir werden ein vollkommen unabhängiges Unternehmen." Der Verkauf erfolge zu einem guten Zeitpunkt, da die Nachfrage nach Open-Source-Software zunehme. EQT kündigte an, Suse werde sich künftig auf den Aufbau seines Cloud-Geschäfts und neue Produkte konzentrieren...
MF verkauft Suse
http://www.manager-magazin.de/digitales/it/linux-spezialist-…=>
..Das deutsche Linux-Unternehmen Suse gehört künftig dem schwedischen Finanzinvestor EQT Partners an. Für 2,5 Milliarden Dollar verkauft der bisherige Eigner, die britische Softwarefirma Micro Focus, den Betreiber des Open-Source-Betriebssystems für Unternehmen. Mit dem Abschluss der Transaktion werde Anfang 2019 gerechnet, berichten die Unternehmen.
Während die Briten mit den Einnahmen unter anderem ihre Schulden reduzieren wollen, freut sich Suse -Chef Nils Brauckmann über mehr Selbstständigkeit: "Wir werden ein vollkommen unabhängiges Unternehmen." Der Verkauf erfolge zu einem guten Zeitpunkt, da die Nachfrage nach Open-Source-Software zunehme. EQT kündigte an, Suse werde sich künftig auf den Aufbau seines Cloud-Geschäfts und neue Produkte konzentrieren...
was mich eher stört ist das mutmassliche Insider-Selling.
Diese "High-Tech"-Aktie ist zuletzt, seit Ende Februar, nicht mehr mit "High-Tech" mitgegangen:
=> für mich steht fest: da wussten einige schon mehr...
Diese "High-Tech"-Aktie ist zuletzt, seit Ende Februar, nicht mehr mit "High-Tech" mitgegangen:
=> für mich steht fest: da wussten einige schon mehr...
sah heute so aus mit schönem Einschwingen:
=> ich seh das als Chance - die nächsten beiden Tage hier beobachten...
=> war bei der Dt.Post auch so - global rollout ihres neuen Tracking-SW-Systems klappte nicht -> hat dem Kurs nicht nachhaltig geschadet
=> wichtig ist, dass das Business model nicht als solches in Frage steht.
Ich hatte beim Lesen der Chris Hsu-Bio schon so ein komisches Gefühl:
https://www.sfchronicle.com/business/article/From-private-eq…
=>
...“Meg, I want my private-equity lifestyle back,” Hsu half jokingly told Meg Whitman, the CEO of Hewlett-Packard, at the time.
Who could blame him? Prior to joining HP in 2014 as a senior vice president, Hsu enjoyed a relatively cushy (and lucrative) job as a top executive at private equity giant KKR (formerly known as Kohlberg Kravis Roberts). There, Hsu advised struggling companies how to shape up and make more money. But at HP, Hsu had to actually execute the strategy.
He quickly discovered there’s a big distinction between telling and doing... => eben. Nicht jeder ist für's Top-Management einer industriell-operativen Firma gemacht.
=> lieber jetzt das Handtuch schmeissen, bevor ganz dumme Entscheidungen getroffen werden.
=> ich seh das als Chance - die nächsten beiden Tage hier beobachten...
=> war bei der Dt.Post auch so - global rollout ihres neuen Tracking-SW-Systems klappte nicht -> hat dem Kurs nicht nachhaltig geschadet
=> wichtig ist, dass das Business model nicht als solches in Frage steht.
Ich hatte beim Lesen der Chris Hsu-Bio schon so ein komisches Gefühl:
https://www.sfchronicle.com/business/article/From-private-eq…
=>
...“Meg, I want my private-equity lifestyle back,” Hsu half jokingly told Meg Whitman, the CEO of Hewlett-Packard, at the time.
Who could blame him? Prior to joining HP in 2014 as a senior vice president, Hsu enjoyed a relatively cushy (and lucrative) job as a top executive at private equity giant KKR (formerly known as Kohlberg Kravis Roberts). There, Hsu advised struggling companies how to shape up and make more money. But at HP, Hsu had to actually execute the strategy.
He quickly discovered there’s a big distinction between telling and doing... => eben. Nicht jeder ist für's Top-Management einer industriell-operativen Firma gemacht.
=> lieber jetzt das Handtuch schmeissen, bevor ganz dumme Entscheidungen getroffen werden.
Antwort auf Beitrag Nr.: 56.645.396 von faultcode am 08.01.18 01:53:37
=> soviel dazu.
10:50 am ET March 19, 2018 (Dow Jones) Print
By Stu Woo
LONDON-- Micro Focus International PLC's $8.8 billion merger with Hewlett Packard Enterprise Co.'s software business represented a rarity 18 months ago: a British tech company taking over a foreign one, rather than the other way around.
It hasn't worked out as planned. Micro Focus shares fell by as much as 55% Monday, wiping about GBP4.5 billion ($6.3 billion) off its market value, after it said technical problems related to combining the computer systems of Micro Focus and HPE would lead to lower-than-expected sales.
Micro Focus also said its chief executive, Chris Hsu, resigned after a six-and-a-half-month tenure. Previously HPE's chief operating officer, Mr. Hsu was appointed CEO in January 2017 and officially took the position when the merger was completed last September.
Micro Focus said Mr. Hsu resigned because he wanted to spend more time with his family. Micro Focus's chief operating officer, Stephen Murdoch, immediately replaced him, returning to the position he ceded to Mr. Hsu in September.
Founded in 1976 and based in Newbury, England, Micro Focus operates a group of companies that sell software to organizations. Its strategy is to acquire such software companies and then make them more efficient. One specialty is helping companies modernize old computer infrastructure. It competes in that business with International Business Machines Corp. and Microsoft Corp., as well as more specialized operators such as Red Hat Inc.
Its 2016 deal with HPE was supposed to bring it into the big leagues of European tech companies. The deal promised to triple both its workforce and its annual revenue, to about $4 billion. The merger included assets HPE acquired, in a troubled merger of its own, which ended up in court, from former British software giant Autonomy.
As part of the 2016 merger, Micro Focus paid $2.5 billion in cash, while HPE shareholders ended up with a 50.1% stake of the enlarged company. HPE also got the right to appoint one executive board member and other nonexecutive board members.
HPE didn't immediately return a request for comment Monday.
Micro Focus said Monday it faced technical problems in updating computer systems with HPE software. It said such issues hurt the sales team in two ways: The team couldn't operate effectively, and it faced a higher attrition rate. Micro Focus had previously planned a second phase of computer-system updates this November, but said Monday it was now reviewing that timing.
Micro Focus said it expected revenue to decline 6% to 9% in the fiscal year ending Oct. 31, instead of the 2% to 4% decline it had previously forecast. The company said it believed the decline is due "to be largely one-off transitional effects of the combination with HPE software, rather than underlying issues" with the market or the products it sells.
Write to Stu Woo at Stu.Woo@wsj.com
-55% heute in London
Zitat von faultcode: ...aber man weiss ja, wie reibungslos das bei "mission-critical" IT-Systems von der Hand geht
=> soviel dazu.
10:50 am ET March 19, 2018 (Dow Jones) Print
By Stu Woo
LONDON-- Micro Focus International PLC's $8.8 billion merger with Hewlett Packard Enterprise Co.'s software business represented a rarity 18 months ago: a British tech company taking over a foreign one, rather than the other way around.
It hasn't worked out as planned. Micro Focus shares fell by as much as 55% Monday, wiping about GBP4.5 billion ($6.3 billion) off its market value, after it said technical problems related to combining the computer systems of Micro Focus and HPE would lead to lower-than-expected sales.
Micro Focus also said its chief executive, Chris Hsu, resigned after a six-and-a-half-month tenure. Previously HPE's chief operating officer, Mr. Hsu was appointed CEO in January 2017 and officially took the position when the merger was completed last September.
Micro Focus said Mr. Hsu resigned because he wanted to spend more time with his family. Micro Focus's chief operating officer, Stephen Murdoch, immediately replaced him, returning to the position he ceded to Mr. Hsu in September.
Founded in 1976 and based in Newbury, England, Micro Focus operates a group of companies that sell software to organizations. Its strategy is to acquire such software companies and then make them more efficient. One specialty is helping companies modernize old computer infrastructure. It competes in that business with International Business Machines Corp. and Microsoft Corp., as well as more specialized operators such as Red Hat Inc.
Its 2016 deal with HPE was supposed to bring it into the big leagues of European tech companies. The deal promised to triple both its workforce and its annual revenue, to about $4 billion. The merger included assets HPE acquired, in a troubled merger of its own, which ended up in court, from former British software giant Autonomy.
As part of the 2016 merger, Micro Focus paid $2.5 billion in cash, while HPE shareholders ended up with a 50.1% stake of the enlarged company. HPE also got the right to appoint one executive board member and other nonexecutive board members.
HPE didn't immediately return a request for comment Monday.
Micro Focus said Monday it faced technical problems in updating computer systems with HPE software. It said such issues hurt the sales team in two ways: The team couldn't operate effectively, and it faced a higher attrition rate. Micro Focus had previously planned a second phase of computer-system updates this November, but said Monday it was now reviewing that timing.
Micro Focus said it expected revenue to decline 6% to 9% in the fiscal year ending Oct. 31, instead of the 2% to 4% decline it had previously forecast. The company said it believed the decline is due "to be largely one-off transitional effects of the combination with HPE software, rather than underlying issues" with the market or the products it sells.
Write to Stu Woo at Stu.Woo@wsj.com
Antwort auf Beitrag Nr.: 56.645.087 von H2OAllergiker am 07.01.18 23:47:58
aus: 1.9.2017: http://www.telegraph.co.uk/technology/2017/09/01/micro-focus…
=> aber nun für wenig Geld:
...Micro Focus, which specialises in maintaining and updating the out-of-fashion IT systems and software that is still used in retailers, banks and elsewhere, has grown steadily through well-timed acquisitions, focusing on cutting costs and improving margins instead of breakneck revenue growth.
=> das wird nun anders laufen:
- hier müssen keine Kunden mehr geködert werden (auch nicht bei Autonomy), sondern erstmal richtig bezahlen - oder woanders hingehen (--> bei Software!?? )
=> man kann sagen: Alt-Business-Software, von denen die Kunden nicht so schnell loskommen und noch auf Jahre (aber nicht 15 von mir aus) häufig zum ersten Mal richtig Geld zahlen müssen:
==> eine wundersame Marginausweitung nach Übernahme und Integration
(*) z.Z. noch recht teuer - und mit Schulden, die hoffentlich wieder sinken werden -- aber Dividenden, die steigen sollen --> aber tolle Zunahme des FCF's: http://quotes.wsj.com/MFGP/financials
(ich habe bei MFGP in 2017-11 nachgelegt, weil nicht so viele bei mir im Depot nach HPE-Spinoff...)
Nachteil in XX(?) Jahren:
- alle global relevanten - und zum Verkauf stehenden - Alt-IT-Business-Systeme sind durch hochgradig agile und kostengünstige IT-Systeme abgelöst worden... (aber man weiss ja, wie reibungslos das bei "mission-critical" IT-Systems von der Hand geht )
nur teilweise --> MFGP ist eine M&A-Maschine (*)
...The HPE software business it has acquired includes the remnants of Autonomy, the British tech group Hewlett Packard bought in 2011 for $11.7bn. aus: 1.9.2017: http://www.telegraph.co.uk/technology/2017/09/01/micro-focus…
=> aber nun für wenig Geld:
...Micro Focus, which specialises in maintaining and updating the out-of-fashion IT systems and software that is still used in retailers, banks and elsewhere, has grown steadily through well-timed acquisitions, focusing on cutting costs and improving margins instead of breakneck revenue growth.
=> das wird nun anders laufen:
- hier müssen keine Kunden mehr geködert werden (auch nicht bei Autonomy), sondern erstmal richtig bezahlen - oder woanders hingehen (--> bei Software!??
)=> man kann sagen: Alt-Business-Software, von denen die Kunden nicht so schnell loskommen und noch auf Jahre (aber nicht 15 von mir aus) häufig zum ersten Mal richtig Geld zahlen müssen:
==> eine wundersame Marginausweitung nach Übernahme und Integration
(*) z.Z. noch recht teuer - und mit Schulden, die hoffentlich wieder sinken werden -- aber Dividenden, die steigen sollen --> aber tolle Zunahme des FCF's: http://quotes.wsj.com/MFGP/financials
(ich habe bei MFGP in 2017-11 nachgelegt, weil nicht so viele bei mir im Depot nach HPE-Spinoff...)
Nachteil in XX(?) Jahren:
- alle global relevanten - und zum Verkauf stehenden - Alt-IT-Business-Systeme sind durch hochgradig agile und kostengünstige IT-Systeme abgelöst worden... (aber man weiss ja, wie reibungslos das bei "mission-critical" IT-Systems von der Hand geht
)
ist das die frühere Autonomy Corp? damals auch bezeichnet als die neue MSFT?
...ist frisch gemerged mit den Business-Software-Aktivitäten von HP;
es gibt die Aktie und ADR (das habe ich eingebucht bekommen).
es gibt die Aktie und ADR (das habe ich eingebucht bekommen).
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