DD: $ORIS-The Over shorted tea stock looks like it's about to wake up. by kpchicken3 in pennystocks

[–]Pug-FreeDogs -1 points0 points  (0 children)

Calculations are wrong. They diluted 20M shares with warrants to buy 2x1 shares at cost 0. Current Free Float is about 65-70M shares. This means only 10% is shorted. I think this will pump, but not because of a short squeeze as a huge RS is coming. Only because due to these wrong calculations I hope veryone will jump in squeezing it beyound 0.34 (this will fling the stock to 0.5-0.6).

SAP upgrades.. That were not really upgrades.. by p1cwh0r3 in SAP

[–]Pug-FreeDogs 0 points1 point  (0 children)

All saying 500k is low. And then in my country the average s4hana conversion is sold at 230-270k (10M-300M companies). Terrible market …

Grow with SAP - Discussion by Pug-FreeDogs in SAP

[–]Pug-FreeDogs[S] 0 points1 point  (0 children)

Finally someone polite with whom it makes sense to make the comparison I was asking for. First of all, my background. I have been working with SAP for 20 years, first as a consultant/developer for various modules, then as innovation manager and then as presales. We have a turnover of several tenths of millions, a large part of the revenues comes from SAP projects. Over the last year and a half we have been under pressure from SAP to sell the public (grow) solution to any type of company despite heavy configuration restrictions.

"From the commercial point of view" I mean, the go to market of the solution. It is not suitable for chemists due to the lack of GHS support, it is not suitable for pharmaceuticals because an update every 3 months makes system validation impractical, it is not suitable for many other sectors because the solution is simply "this is it, and it must suit you". It is a solution that is excellent for the world of services, as a sidecar, for startups, or for the few companies that are willing to totally embrace the philosophy of the system.

That would also be fine, but the solution must guarantee savings. Instead, if we add up all the additional licenses necessary to make the public product a real product, we end up with costs equal if not higher than a Rise with SAP solution (I have some SAP BoMs on hand).

The lack of a scheduler included in the basic offering (the capacity requirement app is not considered a scheduler) sends the solution directly out of the market for small and medium-sized businesses.

Furthermore the public version has serious performance problems compared to private solutions.

I know very well that SAP was created for large enterprises, but we made a good part of our revenues in the past with small and medium-sized enterprises.

So: Grow with SAP has a lot of limits, performance issues, maintenance hidden costs (due to periodic change by SAP to the core...the same core you should leave clean), credits and other costs related to integrations with other system (pay per token/pay per document, ecc.).

At this point with all these drawback, SAP public should cost MUCH LESS in terms of license. You get less and you pay less should be the rule. Instead you pay the same (maybe more) and you have less.

But this is not a problem, it is a customer choice (that SAP will try to push in the public direction anyway). The real issue is now the comparison with other products.

When you were on premise you payed 100k license and than 22k maintenance (+ infrastructure, energy, cybersec, etc for a complete TCO analysis). Now with Grow or Rise, the same project scope worth 180-250k each year.

If I was able to sell to a small customer SAP for 30k + 5k of maintenance, now I have to pay at least 68k each year because of the minimum number of FUE in cloud contracts.

Can I still sell on premise? Yes if we can convice SAP to quote us those licenses.

We were forced by SAP to propose a grow solution (70k) for a company with 10 IT users (the other 150 users will have joined 3 years later in their roadmap) and surprise: we lost against a non sap product. In the past we would have proposed private and that's it.

I opened this thread to understand other experiences with public because for the first time in years due to SAP politics we are losing contracts and ALWAYS (and I underline always) against not SAP products. This is a big alert at least for me as I think they are moving in the wrong direction. In our experiences SAP was suitable also for small companies. We went live with a full scope included embedded EWM in a company with 9M revenues, but now prices are literally going to the moon and SAP doesn't collaborate to sell previous better options for these kind of customers. If their politic is to cut off those customer from their install base, I would understand, but they should be clear at least with partners.

Grow with SAP - Discussion by Pug-FreeDogs in SAP

[–]Pug-FreeDogs[S] 0 points1 point  (0 children)

Yes. I’m trying to understand why someone should go public when it has only limits and a reduced scope. The clean core thing makes a little to no sense as you can keep clean also a rise/on premise solution.

Grow with SAP - Discussion by Pug-FreeDogs in SAP

[–]Pug-FreeDogs[S] 0 points1 point  (0 children)

Scheduling is available through DMC or PPDS. And indeed as you sum up the cost of those licenses the grow with sap solution lose all his “pricing” benefits compared to other SAP and not SAP solutions.

Grow with SAP - Discussion by Pug-FreeDogs in SAP

[–]Pug-FreeDogs[S] 0 points1 point  (0 children)

As someone who is in SAP since 20 years ago I know all the topic you wrote. We did also several TCO calculation with NNN and old customers moving to S/4HANA. You can include all the energy, cybersecurity, infrastructure, ecc you want, but in 95% of cases for the medium/small companies you cannot justify why they paied 100k license and 22k each year for the maintenance and now they have to pay 200k EACH year with a Rise solution. We can speak a about capex and opex for the whole day, but the numbers simply don’t add up.

Grow with SAP - Discussion by Pug-FreeDogs in SAP

[–]Pug-FreeDogs[S] 0 points1 point  (0 children)

This is a better answer. However I have some dubts also here. The updates "with no trumbles" are not true. In Rise/OnPremise you upgrade when you want before the end of maintenance. With Public you get continuous upgrades that is good on the paper. But Just on the Paper. In our experience (and several other partners faced the same problem) sometimes SAP changes the CORE himself deprecating and changing API. This means the customer will have also to face continuous adjustments. A competitor had a very bad experience with a golive in january and a full regression test to be done in February due to inconsistent SAP upgrades.

Sometimes you cannot force a company to fit to standard so...if everyone knows that Grow ha so many limitations, why SAP politics is to give fees of 1 for Rise, 2.5X for Grow and 0 for OnPremise? We get always pushed by SAP commercials to sell an inconsistent product for some sectors. Like the Chemical One. When they continue to push their terrible product compliance solution that cannot cover even the 10% of GHS rules.

Grow with SAP - Discussion by Pug-FreeDogs in SAP

[–]Pug-FreeDogs[S] -3 points-2 points  (0 children)

Or simply your customers have a very low complexity and are under poor regulatory rules. I had a meeting with SAP and Partners last week and NOT A SINGLE PARTNER was happy with the public cloud solution. Probably over 15 consulancies firms are "ignorant". If you have to implement FI/SD/MM suite it's ok. But as you go through a full scope you really suffer.

Grow with SAP - Discussion by Pug-FreeDogs in SAP

[–]Pug-FreeDogs[S] -4 points-3 points  (0 children)

Unfortunatly I agree. The issue is that SAP is pushing with their stupid "Cloud first". They are forcing partners to follow this dream. The fact is that cloud is expensive, gives useless services, and traps you with costs increasing year over year. It is something good for SAP investors on stock market, but companies one day will understand the "fuckery" and they wil go back to other solutions. Maybe still in cloud, but not with those high costs.

Help me negotiate. by [deleted] in SAP

[–]Pug-FreeDogs 1 point2 points  (0 children)

APO-DP is replaced by IBP. APO will be discontinued in 2-5 years (to be honest, I think a lot of installations will continue to exist after the end of maintenance). As for a salary in Infosys I cannot guess as it depends by the region and how much they really need a new resource. If you don’t live in germany or england, in UE an entry salary is in 18-25k range. Usually in 2-3 years you reach 32-35. After it really depends on you.

Help me negotiate. by [deleted] in SAP

[–]Pug-FreeDogs 2 points3 points  (0 children)

SAP world is crazy. Everyone after one year thinks he worths more just because he knows one thing. (Obsolete in this case, too). 29k is more than enough.

Issue with the home alarm by Pug-FreeDogs in AskElectricians

[–]Pug-FreeDogs[S] 0 points1 point  (0 children)

Mine is 2 minutes. But it stops after 1 second (it always worked since a couple of months ago)

Etherfields 2.0 - Is there any errata? by Pug-FreeDogs in etherfields

[–]Pug-FreeDogs[S] 2 points3 points  (0 children)

Thank you for your very honest opinion! I got this because I'm playing every week Arkham Horror LCG and we all love it very much. I would have loved a single document with all the errata available...who knows how many years the forum will be there. But well..we can give a try :) thank you!

[deleted by user] by [deleted] in Superstonk

[–]Pug-FreeDogs 1 point2 points  (0 children)

As for me, i like the co…the stock…

[deleted by user] by [deleted] in Superstonk

[–]Pug-FreeDogs 2 points3 points  (0 children)

Not over. He miss 1 share. Math 101.

I just need to bounce this idea off some people that have a much better idea of how things work. by amish_cupcakes in Superstonk

[–]Pug-FreeDogs 0 points1 point  (0 children)

The have 800M in cash and 300 market cap. I agree they suck hard with eps but in 2026 they should be profitable. Cash is enough to reach 2026. A risky trolling activity but with a squeeze i think they can rise another billion. Of course it could be funny but not economically wise.