||EPS - Basic
||Market Cap (m)
|Software & Computer Services
NCC Share Discussion Threads
Showing 1276 to 1298 of 1300 messages
|ilovefrogs - That is exactly my view - which means this is a candidate for adding when some cash arrives - shortly, I hope.|
|There seems to be some resistance in the 200 to 205 range. Since I'm long I hope it steams ahead once that level is cleared.|
|Yep, no issue with growth, but margin erosion is a worry. That said, as I've always maintained, you don't get stocks at bargain prices without a whiff of worry around them. if they're growing at 20% with rising free cash flow though, that provides some comfort!!|
|IC keeps at hold citing margin concerns, which echoes some of the comments made here.|
|N+1 Singer are nicely positive this morning:
"Interims confirm underlying business sound
N+1 Singer view
NCC’s interim results were largely flagged in the detailed trading update released in December. Group revenue increased 35% to £125.8 (organic growth +18%) and adj. EBITDA grew 15% to £21.3m. The group’s issues relating to contract losses/deferrals in the period were previously announced and are already included in our forecasts. The group has maintained its interim dividend at 1.5p, which we believe is an indication of the strong underlying business. Separately, NCC has announced that Paul Mitchell intends to step down as chairman in May ’17.
We continue to believe that NCC remains a highly attractive asset in an area seeing strong structural growth and see the current share price weakness as an opportunity. We retain our Buy recommendation and 233p target price".|
|I am happy to keep adding at this level.|
|350pish down to below 200p with the results today? Pretty clear to me the market has got it wrong/Aviva created a great opportunity to buy in.|
|Price ussually finds it way back to gaps expecially since the results today were very strong.
250-260p target for starters.|
|One would assume there will be some press coverage over the coming days and broker upgrades?|
|I leeman, will it fill the gap once there?|
|It is essential that a good succession chain is maintained to retain the DNA of the business, a new set of eyes to assist always helps but the core need succession.|
|Thank you for correcting me Geovest, and I agree on the benefit of renewal of senior management. My point re a managed evolution still applies.|
|Just to correct the earlier post by Jerseman. Debbie Hewitt is NOT the new Chairman. She was appointed chair of the Nominations Committee, who will lead the search for a new Chairman.
Sometimes a company becomes big but some key managers may not have the skill set to run a large, complex group. NCC realised that it needs Board members skilled and experienced in running large companies. First was the replacement of the FD and now the Chairman. These are positive moves going forward.|
|Inverse head and shoulders with a clear target into the gap.
free stock charts from uk.advfn.com|
|Taken £50k this morning.
Great results and great chart set up for a recovery doesnt get better than this imo.|
|think you are right..can be much more to clear|
|I still get the feeling Aviva are continuing to dump, so more patience required before over-hang is cleared.|
|Reassuring results imo, especially the outlook:
""We have continued to see strong organic growth across the business, particularly in Assurance, albeit that earlier contract cancellations were disappointing. Our EBITDA has increased by 15% and we are maintaining our interim dividend at 1.50p - a clear indication of our confidence in our growth prospects for this year and beyond.
"With our global reach and increased product range, we are in a prime position to help organisations as they tackle compliance with the General Data Protection Regulation (GDPR) ahead of 25 May 2018."
The recovery should continue from here.|
|Jerseyman - tend to agree. Why would shareholders target Mitchell anyway. He will stand down at the end of May in a clearly managed process.|
|it looks more than acceptable to me, hopefully the start of a recovery.|
|Yeh slightly disappointed with EPS but tone sounds good. Cash flow starting to improve as well.|
|Sounds like a reassuring tone to me, agree?|