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Share Name Share Symbol Market Type Share ISIN Share Description
Centralnic Group Plc LSE:CNIC London Ordinary Share GB00BCCW4X83 ORD 0.1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -4.00 -4.49% 85.00 85.20 87.60 88.00 86.60 86.60 153,471 16:35:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 176.4 -6.9 -3.4 - 155

Centralnic Share Discussion Threads

Showing 1401 to 1425 of 1425 messages
Chat Pages: 57  56  55  54  53  52  51  50  49  48  47  46  Older
DateSubjectAuthorDiscuss
09/4/2021
15:01
Cheers Robsy2, appreciated! Battlebus2, good to see you back in here. If I may, can I suggest you bring the thread header post up to date? Perhaps if so you could delete the old Peel Hunt stuff and incorporate the following: The latest Zeus Capital forecasts are: 2021 : 10.5c EPS, or 7.6p EPS - a P/E of only 11.6 at 88p 2022 : 12c EPS, or 8.7p EPS - a P/E of only 10.1 at 88p Zeus concluded on valuation on March 5th that CNIC was around 50% undervalued against its peers (at the 92p price when the note was written): "Valuation CentralNic is attractively valued against both direct and indirect peers. The company trades well below GoDaddy, its closest significant peer, but we are cognisant that it is listed on the highly valued NASDAQ market. Regardless, CentralNic also appears undervalued against UK managed services peers. CentralNic trades on a PE of 12.5x FY2 compared to a median of 18.6x for this peer group,despite offering significantly higher EPS growth of 26% compared to peergroup median of 6%. The company’s EV/ EBITDA FY2 is approximately in line with UK managed services peers while CentralNic offers higher earnings growth. We believe strong earnings performance should lead to multiples expansion while further accretive acquisitions could drive strong earnings growth. We expect these drivers should lead CentralNic shares to outperform over the medium term."
rivaldo
08/4/2021
16:34
Thanks again Rivaldo for an excellent post. You are what makes these boards a good place to be.
robsy2
08/4/2021
16:27
Buzz.com please bb
deanowls
08/4/2021
15:46
I’m back in here today, still a soft spot for this stock with consolidation the buzz word in the sector.
battlebus2
08/4/2021
15:36
Godaddy can have the lot for 150p of your English pounds.
deanowls
08/4/2021
15:14
A year ago CNIC were nowhere to be seen in the global top 10 for either new .com registrations or total .com registrations under management. Then last October CNIC were in at number 10 for new registrations, with 73,193. And they were in at number 10 with a total 2,145,282 under management. Now, as of last December, CNIC are up to number 8 for new registrations with 105,075 (up from 80,478 in November). And they're up to number 9 for a total 2,951,343 under management: Https://domainnamewire.com/2021/04/07/com-finished-last-year-with-a-bang-updated-rankings/ CNIC are actually not that far behind the likes of Google and even Alibaba, though well behind the big daddy - GoDaddy - who have over 55m total registrations.
rivaldo
08/4/2021
08:48
Interesting to see MMX put out of their misery today by GoDaddy Inc. for $120m. I suspect that one of the American gorillas will eventually do the same for CNIC. Meanwhile I wonder if the merging into GoDaddy will lead to some churn or disruption in MMX's clients, which may lead to opportunities for CNIC.
rivaldo
29/3/2021
19:49
I'm saying nothing.....
davr0s
29/3/2021
10:54
On the rise over the last few days, and now we have a 17k buy this morning at 89.78p, above the 89.5p published full offer price. Hopefully a good sign.
rivaldo
22/3/2021
10:16
Well that wasn’t the impact I was expecting!
diesel
22/3/2021
08:12
Saw that this morning. Very impressive and should have a big impact. R
dicktrade
22/3/2021
08:10
Yup thought the same Riv...
diesel
22/3/2021
07:12
Extremely significant news this morning. It's probably only an RNSNON because of the financial impact, but for CNIC to be awarded the "global management of some of the UK's most critical domain extensions including .gov.uk, .gov.scot, .gov.wales and .llyw.cymru" is incredibly prestigious and a great reference point for the business. And of course it's a nice three year minimum project too: Https://uk.advfn.com/stock-market/london/centralnic-CNIC/share-news/CentralNic-Group-PLC-CentralNic-partners-with-Jisc/84630939
rivaldo
15/3/2021
18:31
Hi All I have bought a few this morning. It has been a good ride so far but it looks like they could be just getting started. Thanks Rivaldo and co for the quality of the posts and the info shared. Onwards and upwards!
robsy2
12/3/2021
09:17
I came across this interesting commentary from major shareholders Kestrel Partners - it dates from last September, but was a useful additional insight for me anyway: Https://kestrelpartners.com/centralnic-doubles-up-in-domain-monetisation/ "Portfolio Updates 09/20 CentralNic doubles up in domain monetisation CentralNic announced the conditional acquisition of Zeropark and Voluum, together known as Codewise for $36m. Zeropark is an advertising exchange that allows domain investors to monetise internet traffic directly with advertisers. Voluum is a SaaS platform helping advertisers to manage the efficacy of their online campaigns. CentralNic entered the domain monetisiation market via the acquisition of Team Internet in December 2019. Team Internet is the European market leader in domain monetisation and delivered 38% revenue growth in the first half of 2020. Codewise adds technology and customers to the monetization division of CentralNic. Kestrel Insight It is estimated that of the 370m domain names in existence today, 100m are owned by investors looking to gain from the sale of the name. Until that event, income can be earned by selling internet traffic that lands on those names. This is a practice that has existed since the commercialization of the internet, yet is poorly understood by mainstream equity investors. The acquisitions of both Team Internet and Codewise are of growing, cash generative businesses with high levels of recurring income and well invested technical platforms. We believe they will generate value for CentralNic for many years to come."
rivaldo
11/3/2021
11:07
Here's a transcript of a new interviww with the Zeus Capital analyst: Https://www.directorstalkinterviews.com/centralnic-group-analyst-qa-very-very-well-positioned-from-a-market-perspective-loncnic/412966922 Extract: "Q3: Looking more strategically at the company, how well do you think it’s positioned in the market? A3: I think it’s really well positioned from the point of view that it’s a domain name market, it’s a very very fragmented market and one that is subject to consolidation and the company being one of the biggest players in the market and best capitalised is going to be able to take advantage of that. So, I would expect the company will be one of the consolidators in the market and that’s very very encouraging because what we see is that there’s lots of acquisition synergies to be had in the businesses there. Effectively platform businesses where they can take the acquisitions, get rid of significant amounts of cost, have that acquisition benefit from its broader infrastructure and its brand and I think that should lead to considerable synergies coming out of the acquisitions it makes. We did have a chat with management and management definitely has a good pipeline of acquisition opportunities and they’re expected to be significantly earning-accretive going forward. So, I think the prospects are quite good in terms of the market positioning and the market itself is growing strongly, one of the driver being the online advertising market with much of the market and e-commerce growth being accelerated by COVID. They’re definitely benefitting from that and that’s why we saw that 35% growth that we talked about earlier with respect to the monetisation line. So, I think both from a market perspective and from the company’s position in that market, it seems very very well positioned. Q4: Finally, how do you see CentralNic Group valued against its peers? A4: Despite what we see as a very positive outlook for the business, the company does trade on a discount in terms of PE versus its managed services peers in the UK. Currently, it’s trading around 13 times PE whereas the managed services peers are more so at about 19 times and this is despite the fact that the company offers significantly higher growth. So, they’re looking at EPS growth of 26% in the current year whereas its peers are only looking at 6%. So, from what we can see, we’re getting higher growth for a lower multiple which makes it look quite attractive compared to its peers so we’re still very positive on the valuation for the group."
rivaldo
10/3/2021
12:27
The March issue of SCSW is now out, so here FYI is their Buy recommendation in February's issue (when the share price was 100p): "CentralNic 100p Epic code: CNIC (Sharewatch) CentralNic has acquired SafeBrands, a leading French registrar that offers registration management for all TLDs, for up to €3.6m (US$4.4m) - 0.9x revenue. SafeBrands has developed cutting-edge proprietary monitoring solutions used by global brands to find and take action against fraud and counterfeits. Its multi-language SaaS platform analyses millions of relevant results every day, backed up by an extensive team of IP experts. Buy."
rivaldo
10/3/2021
08:52
:o)) It was someone else - I have a very decent holding here already slim9.
rivaldo
10/3/2021
07:40
Was that you Riva ?
slim9
09/3/2021
22:53
Nice close, following a late 30,000 share buy at 85p.
rivaldo
09/3/2021
09:23
Here's a link to the latest research report from Edison. The forecasts are worth noting as they weren't clear from the earler posting - they forecast 9.71c EPS this year rising to 10.7p EPS next year, or 7p EPS rising to 7.7p EPS next year. That's only just above a single-digit P/E at 83p: Https://www.edisongroup.com/publication/strong-fy20-carrying-momentum-into-fy21/28983 "Valuation: Undemanding FY21e P/E of 11.8x On our updated estimates, CentralNic trades on a P/E of 11.8x normalised FY21e earnings an FY21e EV/adjusted EBITDA of 8.9x, markedly lower than its global peers, despite a five-year revenue CAGR of 78% to FY20 and strong growth estimates. As CentralNic consolidates a fragmented market of sub-scale, cash-generative businesses, we would expect earnings accretive M&A to bring these multiples down further." "CentralNic delivered FY20 revenues of US$241.2m, a 121% y-o-y increase (FY19: US$109.2m). Adjusted EBITDA rose 71% to US$30.6m (FY19: US$17.9m), supported by the acquisitions completed in FY19 and FY20 and led by growth in Monetisation. On a pro forma basis, adjusting for the Codewise acquisition, the group delivered 9% organic revenue growth in FY20. In FY21, the group has already completed two acquisitions (SafeBrands and Wando) and secured €60m of additional bond headroom from shareholders, of which €15m has been placed to fund Wando and future M&A deals. On the basis of the strong FY20 results, with the group trading in line with management’s expectations ytd, we have updated our forecasts. The valuation continues to look attractive versus peers."
rivaldo
08/3/2021
23:03
Nice close tonight. Here's a new interview with Zeus Capital's analyst re CNIC's results - CNIC's peers trade at much higher multiples despite showing smaller growth than CNIC: Https://www.directorstalkinterviews.com/centralnic-group-looks-quite-attractive-compared-to-its-peers-analyst-interview/412966119 "CentralNic Group looks quite attractive compared to its peers (Analyst Interview) March 5, 2021 CentralNic Group plc (LON:CNIC) is the topic of conversation when Bob Liao joins DirectorsTalk. Bob gives us a view of the company’s growth and how it varied across its three divisions, how the company’s profitability followed a similar trajectory to revenue growth, how well its positioned in the market and how Bob sees CentralNic valued against peers."
rivaldo
08/3/2021
19:10
Rule 1 - don't follow anyone's advice on a bulletin board, closely followed by Rule 2 - don't follow investment advice from the Daily Mail
davr0s
08/3/2021
11:18
Have a read of the full article. The Mail notes that they first tipped CNIC at 52p, so they're only saying that some who don't like risk might want to take profits. Adjusted EBITDA increased by 71% to USD 30.6m, and adjusted PAT increased 25% to $20.2m from $16.2m. Operational cash flows were $20m, up from $18.6m. If you wish to look at the headline numbers - which are after deducting one-offs like acquisition and integration costs, and amortisation etc - that's up to you. I prefer to look at the numbers which show how the very profitable and cash-generative core business is doing. The key sentence from the results is: "99% of revenue derived from sales of recurring products and services and high cash conversion calculated at 106% on an adjusted basis become increasingly meaningful." The Mail conclude that "this stock should continue to deliver". Enough said. There's obviously a seller or two out there. It's a good time to invest imho.
rivaldo
08/3/2021
10:03
rivaldo, I think that article is a sell tip disguised as a buy. 'cautious investors may want to sell out' = those investors who can understand financial statements? 'provided Crawford keeps a firm grip on the tiller' is contradicted by the latest figures which show an increase in debt, in spite of what was stated a year ago about reducing the net debt to EBITDA ratio. The article also incorrectly claims profits increased in 2020, when the accounts clearly show a loss before taxation of $9.4m, up from a loss of $6.6m in 2019... So yes, cautious investors may went to sell... and they are by the looks of the share price this morning.
74tom
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