Computacenter Share Discussion Threads

[imastu pidgitaswell] 21/7/2021 12:22

It is funny how it always get dropped ahead of the results - which then prove the drop unjustified, and back up it goes. ADM is similar in that respect - it's as if they think it's not possible for a business to be this consistent year in and year out. Yet it is...

[boadicea] 21/7/2021 07:52

A creditable update this morning although I'm sceptical that 'backlogs' are anything to be comforted by! They may be an inevitable result of supply chain tightening and the pingdemic but are there to be managed effectively and their timely resolution can be a possible premium point against competitors. They continue to look good value imho.

[phillis] 02/7/2021 11:45

divis this morning :-)

[boadicea] 21/5/2021 21:28

Computercenter has done very well since it troughed at the turn of 2018-19 (29 months ago) and manages still not to look expensive on a revenue basis. It just needs to work on its margins which I suspect are currently somewhat below the market average. Margins are greatly a matter of cost sontrol, so one of the most encouraging comments in the recent update was that "the cost base reductions we experienced since the start of the COVID-19 pandemic have been maintained through the quarter". With 17.5% of historic turnover in a weakening dollar, that represents a slight problem. The bulk, of overseas revenue however is in Euroland, ~47%, looking reasonably stable, and most of the remainder is sterling. Nothing here to frighten the horses, I feel, and the company should be able to maintain traction in the marketplace. I prefer shares that are reasonably heavyweight but some may consider that there are limits. Perhaps when we get into the thirties (I am an optimist) a 4 for one split would give a nice round £10 to aim for!

[fuji99] 19/5/2021 17:31

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[wynmck] 30/4/2021 10:09

Director Buy 600 at 2606p Citigroup raise tgt to 2985 from 2600 Buy

[its the oxman] 29/4/2021 16:40

Positive trading held back by currency. Overall outlook remains very good so should regain some momentum hopefully.

[red5] 29/4/2021 16:10

Why did it drop today

[boadicea] 19/4/2021 11:50

This is pushing on nicely and with a trading update to come in 10 days. Recent trading updates from most others in this sector continue to be highly positive, all pointing towards the probability of further upside. Next stop 2750p?

[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.