Ncc Share Discussion Threads

[masurenguy] 26/2/2016 08:12

Looks like there might be another opportunity emerging to top up at around the recent placing price!

[lauders] 20/2/2016 04:02

Not a bad day here on Friday. Probably should have topped up when had the chance recently but no funds at the time. Small piece on security including NCC here:

All PR is good if positive in nature, so quotes from NCC staff help build that important reputation.

[mazarin] 19/2/2016 17:49

It just needs the odd contract announcement to put it back on track. Its just a question of time.

[boadicea] 19/2/2016 17:15

Recovery since Monday has taken it up by ~15% in 4 days!
Next question: Has 300p now become a resistance level again?
It wasn't on the way down so may not be on the way back ..... to new highs(?)

[masurenguy] 11/2/2016 15:07

NCC is down circa 20% over the past 6 weeks. Sophos is down by circa 35% over a similar timeframe.

[boadicea] 11/2/2016 14:45

As a recent riser (on a 12 month view) there is a lot of profit in NCC to be protected from a possible slip from grace. The current rating, even after this fall, is still historically high and based very much on future potential.
For these reasons, the fall does not entirely surprise me.

The question to be asked is how much an economic setback to the general economy would impact NCC. Would it increase the incidence of internet fraud and the consequent demand for NCC's solutions or would it curtail demand as companies cut back on elective expenditure?

Try asking TalkTalk whether improved internet security is a sensibly elective expense!

After folk have finished protecting their 12 month profits I feel that NCC should stand very much in a resilient frame of increasingly imperative demand for its services and solutions and retain its premium rating.

It may not be an obvious gift at the current price but appears an excellent long term investment opportunity - worth watching for the best (or a very good) entry opportunity that the current turmoil may produce.
(All imho and dyor.)

[masurenguy] 11/2/2016 10:28

"china is still growing over 7%"

This is highly unlikely since the figures are produced by the government who have no transparency requirements or democratic accountability. China is probably still growing, and has vast $US reserves too, but many Western observers reckon that the real growth rate is nearer to 3 - 4% and that they also have significant debt issues in the banking and property sectors which they are going to have to address at some point.

[masurenguy] 11/2/2016 10:27

Now below Decembers open offer and placing price of 275p for the first time.

[pinkkasti] 11/2/2016 10:07

I would hardly describe this as crashing

[igoe104] 11/2/2016 09:04

What a terrible year 2016 is looking, even the solid stocks are crashing.

I wouldn't mind but world growth is over 3% and china is still growing over 7%, markets are hard to please at the moment.

[bamboo2] 09/2/2016 23:03

Gap around 253. Could be an excellent chance to top up/buy in around 50% retrace

[shauney2] 08/2/2016 10:44

NCC get a mention.

finnCap - Automotive Technology quarterly sector note

[mazarin] 02/2/2016 10:27

TalkTalk reveal the price of not taking strong enough measures to counter Hacking. Today TT disclosed that the cyber attack it suffered in October wiped £15m off trading revenue, as well as incurring exceptional costs of £40m-£45m and resulted the in the loss of up to 101,000 customers.

[mazarin] 30/1/2016 06:43

HSBC now admit that their latest on-line banking 24 hr crash was due to a DDoS hack. Previously they were convinced that their system failure was a 'technical internal fault', as reported a few weeks ago and not related to any external incursion. Its now clear they actually had no idea what had caused it and that is all the more worrying coming from an international corporation. I'm now sure they'll be finally taking major steps to prevent it happening again. They actually have no option if they intend to remain a credible player in the 'On-line banking' sphere.

And so the message to tackle hacking gets stronger, as last week at Davos: BT chief warns of huge rise in cyberattacks when he said:

BT’s network is being forced to deal with “hundreds of thousands” of cyberattacks a day, an increase of 1,000 per cent in the past 18 months.
Gavin Patterson, the telecom group’s chief executive, said that the frequency of the attacks and their sophistication had increased as hackers targeted a BT network spanning more than 170 countries.



Ireland's National Lottery website and ticket machines were knocked offline after a distributed denial of service (DDoS) attack on Wednesday.
Customers trying to buy tickets for the €12m (£9m) draw found themselves unable to do so for nearly two hours.
The jackpot was the largest in 18 months.
Premier Lotteries Ireland (PLI), the operator, has said the incident is under investigation.
During a DDoS attack, a website or online service's capacity to handle internet traffic is overloaded - usually by automated programs set to flood the site with requests.
The attack began at 11:21 GMT on Wednesday and lasted for about two hours.
Retail systems were brought back online by 12:45 GMT and the website by 13:25 GMT.
"They said you couldn't buy tickets from the ticket machines, which is really interesting, it's not just the website - it would be quite interesting to understand why that happened," said John Graham-Cumming at DDoS-protection company Cloudflare.

[igoe104] 28/1/2016 07:53

Good write-up here.

[rivaldo] 27/1/2016 14:57

Comments from the FD about further acquisitions:

http ://www.proactiveinvestors.co.uk/companies/news/121583/ncc-group-very-confident-of-strong-second-half-121583.html?utm_source=Sign-Up.to&utm_medium=email&utm_campaign=7163-346670-Proactivity-+21%2F01%2F2016

Extract:

"Picking up the theme, group finance director (FD) Atul Patel told Proactive Investors that it was very important that cyber-security becomes a board responsibility, and not something that is delegated to an information technology *IT) manager, “or worse still, outsourced altogether”.

“It's also important that when there has been a security breach, there should be total transparency. Let the affected people know what has happened,” Patel said.

The FD said legislation already existed in the US that compelled companies to notify affected persons of a cyber-security issue and he expected Europe to follow suit.

Meanwhile, Patel said the company had plenty of financial head-room available for more acquisitions, should it wish to pull the trigger, though he feels the company's recent acquisitions had enabled the company to provide the full solution.

“We've got the end-to-end service,” he asserted.

“If we buy, we will look to add capacity and capability and we'll stick to the areas we know well, which are Europe and the United States.”

The board remains very confident of a strong second half performance in the current financial year and expects to meet market expectations for the full year, the company told investors."

[sian] 26/1/2016 21:26

Tracker funds buying in......

[gucci] 26/1/2016 14:56

Breaking out

[rivaldo] 26/1/2016 09:00

RNS last night shows Aviva significantly increasing their holding to above 6%, from 8.5m to 16.6m shares:

[rivaldo] 25/1/2016 08:57

New highs now.

NCC are jointly behind new research noting that "63 percent of consumers expect their data to be compromised this year, and 60 percent are now worried, more than ever, about protecting their data on the Internet":



"Rob Cotton, CEO at NCC Group says this is a wake-up call for global business, as consumers have lost faith on businesses’ ability to keep their data safe. "This should set alarm bells ringing not just in the IT and marketing departments, but in the boardroom too as it is ultimately the responsibility of a company’s executives", he said.

"In the years to come the fight for customer trust is going to be won by brands that clearly show that the security of customer data is of paramount importance. It’s one of the many ways that cyber security can have a genuine impact on a company’s bottom line. It’s up to the board to decide whether they want that impact to be positive or negative".

The survey also suggests a few interesting solutions: 87 percent of respondents said a secure community of safe internet websites is needed, and exactly half said they’d feel better if a business communicated what it does to keep the data safe."

[mazarin] 22/1/2016 18:17

Good to read the following in latest Trading statement:- "Accumuli has performed strongly since its acquisition. The integration is now complete, ahead of plan, reflecting the strength and adaptability of the company. Significant investment has been made in the business, with a notable investment in new talent and a new consolidated office opened in Leeds. The facility features a state of the art Security Operations Centre (SOC), which not only meets customer demand but also provides a facility from which the Group will ultimately provide Fox-IT services in the UK...."

[rivaldo] 22/1/2016 07:28

Interview with the CEO, including positive comments about recruitment of 20 more staff this year in its new Leeds centre:



Extract:

"The Leeds centre provides around-the-clock cyber security monitoring and defence to NCC group’s UK clients, which include internet giants, banks, financial services companies, and automotive companies.

Mr Cotton said the centre, which employs 40 people, was an ‘important stepping stone’ to increasing the group’s headcount.

It plans to recruit up to 20 new staff in Leeds in 2016. NCC Group is now in the FTSE 250. It has 32 offices, with over 1,800 employees."

[rivaldo] 21/1/2016 11:21

Richard Holway's web site is nicely bullish:



"Thursday 21 January 2016

NCC Group: looking to grow securely

LogoThere will be some cheerful faces at NCC Group today, on the back of H1 results that show virtually everything trending upwards, which is different to the mixed results of this time last year (see here). We’ll be talking to management later but our initial review of the numbers shows that NCC Is firing across all areas of the business – with the notable exception of domain services.

Acquisition fuelled group revenue was up 50% to £93.5m but 17% organic growth was also impressive in the six months to November 30 2015. Adjusted operating profit was up 26% to £15.7m, also showing a meaningful upward trend. The Assurance division (79% of the business) delivered 57% revenue growth, outshining the 7% increase of the Escrow division (18% of revenue). All eyes are on the security component of the business following the acquisition of Fox-IT in November (see here), which management said represented a step-change in its security footprint. Security is a good market to be in at the moment, although it is costly to keep up to date and stay competitive given the broad and rapidly changing threat environment. We’ll be talking to NCC about its security plans later today."