Computacenter Share Discussion Threads

[hawaly] 09/4/2021 12:22

Q1 Trading Update will be April 29: https://investors.computacenter.com/events GLA 😎

[boadicea] 09/4/2021 11:22

Gently testing its previous (January) high today but no serious volume pushing it. Ideally it would form a pennant around the 2500p level, denoting that a measure of market balance has been achieved and providing a stable base for further advance on the next trading update, typically issued around the end of this month (as in 2019 and 2020).

[its the oxman] 31/3/2021 10:36

Should be an easy 20% here , price action feeling better , push toward 3000p still my expectation.

[ihatemms] 30/3/2021 11:21

Another 3 govt contracts today. Up to 30 for the month so far ! Peter’s link provides the details.

[daisylove] 26/3/2021 11:38

CCC only got a small part of this for a bunch of PCs.

[peterlowen] 26/3/2021 08:27

another £1 Billion shared gov contract.....(one of two this month) contract record highs :-) https://bidstats.uk/tenders/2021/W12/747569166

[ihatemms] 25/3/2021 14:34

An unbelievable 25 govt contracts so far in March - 2 more today. The 30th April TU should be stonking!

[peterlowen] 24/3/2021 12:05

We will have our day April 30th 1st 1/4 2 more good gov contracts today excess £4.4 mill :-) https://bidstats.uk/tenders/2021/W12/747438252 https://bidstats.uk/tenders/2021/W12/747503804 £8.5 mill shared 25/3

[its the oxman] 24/3/2021 12:00

Guess were the ugly duckling.

[its the oxman] 19/3/2021 09:12

Thinking the co has managed growth expectations down to such a level that any growth in April update could give ccc a big bounce. Surely can't stay sub 2200p for much longer.

[peterlowen] 18/3/2021 11:24

excess of £43,000,000 Contracts so far with government in March alone..... https://bidstats.uk/tenders/?q=computacenter&scope=supplier#747110399-747044975-23 https://bidstats.uk/tenders/2021/W11/747044975

[peterlowen] 18/3/2021 10:27

Wonder how many got caught out on stop losses in the last two days..... Hope it was a tree shake.....

[ihatemms] 18/3/2021 09:15

Ridiculous - now on a P/E of 15.8 - cheap in anybody’s book.

[hatfullofsky] 18/3/2021 08:59

Wow - All sells

[hatfullofsky] 17/3/2021 17:10

It's been in a trading range since September, 2200 to 2500 with a few dips down to 2100. Needs a good Q1 update to breakout

[hatfullofsky] 17/3/2021 17:07

I agree Peter, FY Results "We have come into 2021 with solid momentum and have experienced a very positive start to the year" Q3 Update "Acquisitions will have a marginal positive effect on our 2020 results but should, together in aggregate, add significantly to 2021" I'm expecting good news in the Q1 update (towards the end of April), I'll hold until then.

[peterlowen] 17/3/2021 16:46

We are nearly into April (1/4 .1)and still in lockdown, I think a better year is on cards,As we start to get back to work, the new "acquisitions of Pivot Technology Solutions, Inc. ('Pivot') and BT Services France SAS ('BT Services France')" will get a chance to improve. Just keep an eye on the contracts coming in.... https://bidstats.uk/tenders/?q=computacenter&scope=supplier#742588415-738656284-50

[imastu pidgitaswell] 17/3/2021 16:27

Yes, that, plus some perception that much of the 2020 gain was one-off because of the pandemic. Particularly the WFH effect. And it's not dirt-cheap anyway. Certainly not expensive - but I know a lot cheaper in terms of profit growth, earnings multiples and (sometimes) dividend yield.

[hatfullofsky] 17/3/2021 16:22

Sell on news

[trickyricky] 17/3/2021 15:54

Why the big fall today?

[hatfullofsky] 17/3/2021 12:28

At this rate we'll revisit 2100 before 2500

[hatfullofsky] 17/3/2021 12:18

14,500 buy just went through AMS still the price falls

[shanklin] 17/3/2021 11:48

That's certainly the most positive part of the RNS. Obviously the pandemic has massively disrupted their target markets, some positively and some negatively and its not unreasonable that its all a bit up in the air currently. Given its P/E, I would just like them to be confident about achieving strong profit growth.

[martinthebrave] 17/3/2021 11:41

Sounds decent to me. "...we feel the opportunity for progression this year, while not certain, is real. We have come into 2021 with solid momentum and have experienced a very positive start to the year. As always, we will give an update to shareholders in our April statement..."

[shanklin] 17/3/2021 10:12

Having read the FY results RNS in more detail, CCC really do not commit themselves to any significant profit growth in the short-term, almost as though 2020 was an aberration. As you say, £25 would be nice.