The Micro Focus Buy-Out: Vindication?: After banging the drum on Micro Focus for several years, a suitor has arrived, with Canadian software firm OpenText offering to acquire the company for an Enterprise Value of $6b or $6.30 (532p)/share. I have mixed emotions here and will try to sum up my thinking since the deal was announced (
Aug. 31, 2022, 7:59 a.m.
Micro Focus: Hanging in There: I have been fairly open about Micro Focus being one of my larger positions and I know I have introduced the idea to a few people, so I wanted to share my thoughts following the company’s strategy update last week. The market has been extremely underwhelmed by the company following their earnings release mid-year, with the shares down over 40% since June.
Dec. 6, 2021, 4 p.m.
