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Bravura Solutions (BVS)

$2.89
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What does Bull and Bear mean?

Market Matters View Point?

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Market Matters
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MM are selling BVS in the Flagship Growth Portfolio, taking a loss around $2.90 to allocate capital elsewhere

OPINION

Bravura (BVS) $3.19

BVS has been a thorn in our IT exposure of late after delivering a disappointing report in late August which was tarnished by weaker guidance and the departure of long term CEO. We believe the sell off has been overdone but as we mentioned earlier this is a sector which rarely returns stocks to favour in a hurry, a bounce back towards the $3.40 area may see us scratch this holding.

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Bravura Solutions (BVS) $3.15

FY21 Result: BVS have reported an inline result this morning for FY21, all metrics very close to expectations however guidance for mid-teen growth at the NPAT line in FY22 is an issue, that implies ~$38m profit, the market is at $42m. They do see  increasing market confidence in the UK which is key for them and they also announced CEO transition...

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Reporting Today (3PL, APA, AGF, ABC, APT, AMI, ANG, AOF, AVG, BVS, GOZ, IEL, ILU, IGL, MPL, NSR, NEC, NST, ORE, PTM, SVW, WTC, WOR, Z1P)

Companies reporting today include: 3P Learning Ltd. (3PL), APA Group (APA), Acrow Formwork & Construction (ACF), Adbri Ltd. (ABC), Afterpay Ltd. (APT), Aurelia Metals Ltd. (AMI), Austin Engineering Ltd. (ANG), Australian Unity Office Fund (AOF), Australian Vintage Ltd. (AVG), Bravura Solutions Ltd. (BVS), Growthpoint (GOZ), IDP Education Ltd. (IEL), Ive Group (IGL), Iluka Resources (ILU), Medibank Private (MPL), National Storage REIT (NSR), Nine Entertainment (NEC), Northern Star (NST), Orocobre (ORE), Platinum Asset Management (PTM), Seven Group (SVW), Wisetech (WTC), Worley (WOR), Zip Co. (Z1P)

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Bravura (BVS) $3.62

MM recently allocated 4% of our Flagship Growth Portfolio into this recovery business which has clearly endured a very tough few years.

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Portfolio Moves

We made a number of tweaks across the MM portfolios yesterday in a larger than usual alert.

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Flagship Growth Portfolio – Amendments

We are buying Bravura, trimming 2 bank positions to target a new purchase in a regional bank while we're also up weighting a number of existing positions largely in the tech / growth space.

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Bravura Solutions (BVS) $3.43

We’ve held Bravura Solutions (BVS) in the past having taken a loss on the position pre-COVID as they grappled with weak sales in their UK division.

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ACTION

BVS
UPDATED 06/10/2021 14:21
MM are selling BVS in the Flagship Growth Portfolio, taking a loss around $2.90 to allocate capital elsewhere
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BVS
UPDATED 24/09/2021 16:12
MM is neutral / bullish BVS
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BVS
UPDATED 26/08/2021 07:51
MM intends to hold BVS
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BVS
UPDATED 24/06/2021 18:53
MM remains bullish BVS
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BVS
UPDATED 22/06/2021 17:00
MM remains bullish BVS
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BVS
UPDATED 22/06/2021 11:47
MM remains bullish BVS
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BVS
UPDATED 10/06/2021 10:32
BVS
UPDATED 09/06/2021 12:53
MM is bullish BVS targeting ~30% upside
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BVS
UPDATED 09/06/2021 11:23
MM are buying BVS in the Flagship Growth Portfolio, allocating 4% around $3.50
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Wealth management software

Bravura Solutions (BVS) provides wealth management applications software to the pension, investment management, and life insurance industries. The Company offers consulting, applications development and implementation, maintenance, support, training, and business process outsourcing services. Bravura Solutions serves customers worldwide.

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Bravura Solutions (BVS)
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Bravura (BVS)
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Bravura Solutions (BVS)
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Bravura (BVS)
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Bravura Solutions (BVS)
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Bravura Ltd (BVS)
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Bravura Solutions (BVS)
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Bravura Solutions (BVS)
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Bravura Solutions (BVS)
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WATCH
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MM views on Bravura (BVS), Monadelphous (MND), HUB24 (HUB) & Zip Co (Z1P) Recorded Wednesday 25th August
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