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GB Group Share Discussion Threads
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|Indeed..as they often do.|
|These are gyrating around a bit this morning?|
one of the 10 for 2017 today
Providing certainty in uncertain times
Net Cash Shares in Issue Next Results
What's changed Adj. EPS (FD) Recommendation Target Price
9.5p n/c Buy n/c 350.0p n/c
GBG 283.3p 350.0p 24.0% £380.2m FTSE AIM All Share Software & Computer Services £8.7m 134.2m Interims in December
With uncertain times ahead, we highlight a company which provides its clients with certainty and security. GB Group (GBG) is a world-leading provider of ID data solutions using its own proprietary software platforms either as SaaS or under licence. It is a high-quality small cap growth stock, well rated on current forecasts, but we feel it is likely to outperform expectations; it is highly cash generative and is an attractive target for a range of much larger global operators in its industry. The group is well managed by an experienced and incentivised team, and is displaying long- term double-digit organic growth in dependable and recurring revenue streams on the back of a range of powerful global drivers.
Organic growth is augmented by regular, carefully targeted and smoothly integrated acquisitions, usually from existing resources, which bring both greater functionality and geographic reach. The business model demonstrates excellent margins, high cash conversion ratios and even a c1% yield.
What are the underlying industry dynamics? The global market for online ID Data Intelligence is seeing rapid expansion. Drivers include: growing Internet penetration (now >40% globally and predicted to reach 70% by 2020); data is now the key economic resource of the 21st century (people are increasingly entering personal details online), data used for informing commercial decisions; global e-commerce growth (sales reached $1.5trn in 2015, a 15.8% YoY increase; forecast to be $2.9trn in 2018); and increased legislative requirements to comply with regulation in banking and online gaming.
Why is GBG going to perform well in 2017? We anticipate a strong performance on the back of robust organic growth in its core ID Proofing and Solutions businesses, supplemented by a full year of the IDscan Biometrics business acquired last June. The divisions displayed 24% and 8% growth respectively in H1 to September 2016.
Why do we think the shares are weak? Having slipped from highs of almost 350p in Sept, the stock is still on a FY1 P/E multiple of 30x, making it comparatively expensive, but we believe it has high security and quality of earnings|
|And knowing which shares will be pumped and dumped the weekend before it happens is worth it. No?|
|Looks like it just leads to a pump snd dump.|
|Well worth it you will make that in the first few trades|
|You have to subscribe. Only costs £125 a year.|
|Do we have a link to the write up ?|
|Must have been impressive write up looking at the price reaction this morning|
|Small company share watch|
|Main selection in this months scsw|
|Tipsters are touting early doors|
|300 is also Robbie Burn's target so hopefully some of his followers will be focusing on that.|
|Director buy that's a confident purchase as far as I'm concerned,|
|Back to 300p soon.|
|Testing 250p now.|
|Just needs to be managed better, nobody turns down revenue|
|Sounds like they should of never taken the contract on.|
|They also said that they are taking a prudent view on the government contract role out. Obviously have a lack of confidence in how this is going to run.|
We increased the operational spend on product innovation and development which has kept us ahead of our competitors and resulted in a number of significant new product releases.
GBG has developed a new federated identity product, Citizensafe, the first customers of which are the UK Government and Royal Mail via the GOV.UK Verify project. As a result of the Government's delayed deployment, early volumes of identity checks were lower than they had forecast. However, GBG is well placed to develop opportunities for this proposition in both the public and private sectors in the UK and internationally.|
|No mention of the government contract.|
|Profit after tax of £1.2 million (2015: £2.3 million) after increased exceptional costs, when compared against the same period last year, relating to reorganisation costs and fees for the acquisition of IDscan.|
|Me too, not happy. Just go to company website and read there.
All the best|