Gamma Communications Share Discussion Threads

[senseibull] 04/3/2022 09:32

Not long to go I think the bounce is almost here

[senseibull] 23/2/2022 20:31

Found the deramper - what's not clear about their strategy?They are completing MA activity to dominate the European business communications market.Their dutch arm is first to market with operator connect

[bulltradept] 20/2/2022 13:29

Write up in this week's IC, think it could get cheaper until strategy becomes clearer...

[km18] 18/2/2022 13:21

...from last year...

Company overview:
Gamma Communications is a leading provider of Unified communications as a service. The company operates on the UK, Dutch, Spanish and German markets both directly and through their network of partners. Continuous in-house development of skills helped for the development of extensive portfolio of services and intellectual property. The company is proud of its ability to provide flexible solutions and end-to-end control and technical integration supporting work from anywhere. Gamma adopts a blended approach towards growth with several acquisitions over the past few years. Goodwill is at a healthy 14% of total assets and there have been some impairments over the period ending December 2020.
Fundamentals are very good, with revenue growing at a 15.5% CAGR, which is transformed to 28.5% on Net profit level. The lack of dilution from shares issuance, means that EPS is matching bottom line compound annual growth. What really attracted our attention is the continuous growth in EPS over the past 6 years, combined with a healthy level of ROCE at 30.8% for 2020. Gearing is negative, dividends are rising and return on equity is in the top 3 for the industry. Return for the investors is sustained, making the stock a solid long-term investment.
Lates report from the company are the interim results where all figures are seeing double digit growth. Revenue is 23% up from H1 2020 at £217.4m. PBT and EPS have increased by 24% and 22% respectively. Gama will also pay 4.4p interim dividend (13% ahead of H1 2020). Biggest contribution to revenue growth comes from the European region, where revenue swelled from £10.6m to £35.4m, whereas UK saw a more reasonable 9% growth. The strong figures from the EU are due to several acquisitions made in 2020, which are now included in the financial statements. Robust performance and broaden market capabilities are a solid ground for management’s positive outlook....from WealthOracleAM

[tole] 12/2/2022 13:19

https://www.fool.co.uk/2022/02/11/uk-shares-1-under-the-radar-growth-stock-id-buy/

[hew] 11/2/2022 12:51

Positive words from Shares Magazine yesterday:



And Blackrock added a few today.

[senseibull] 03/2/2022 17:28

Price action looking like it may have popped out of bear channel but might be a fake out. Time will tell but its looking a bit more positive now

[alphabeta4] 13/1/2022 11:44

Eh Bathcoup? They have stated the upper end of that eps range (ie between 60.8p to 64p) and as highlighted last year was 51.3p.

[jamessmith23] 13/1/2022 11:16

This was based on a sale of part of the business I believe, if you look at the operational EPS which is the relevant number then, as mentioned in the earlier comment by kanner, it has increased significantly.That to me shows no margin contraction at all.

[kannerwas] 12/1/2022 23:21

You are comparing apples and pears. The comparable figure last year was 51.3p.

[bathcoup] 12/1/2022 22:59

eps for 2021 is expected to come in between 57.6p to 64.0p against 66.6p for 2020. That's margin pressure to me.

[alphabeta4] 12/1/2022 13:58

Due a rise? If the weakness was on margin pressure worries it doesn't look to have materialised to me.
Revenue also remains healthy at about 8% organic by my calculations even if it ends up at the lower end of the range.
Pretty solid all round IMHO.

[izztre] 12/1/2022 07:31

Strong update with cash slightly higher than last year despite the acquisition. Not many companies can do that!

[johnrxx99] 12/1/2022 07:28

Well, if the update doesn't reverse the trend, considering the '22 and '23 forecasts, it never will.

Please stop the pain!

[togglebrush] 12/1/2022 07:19

FY results Tuesday 22 March 2022.

*Company compiled market expectations for the full year ended 31 December 2021 are revenue (GBP444.5m-GBP455.6m), adjusted EBITDA (GBP90.5m-GBP96.0m) and adjusted EPS (57.6p-64.0p).

[alan@bj] 12/1/2022 07:09

Trading update looks good.

[alan@bj] 07/1/2022 15:22

Well the trading update can only be a few days away, so then it’s stick, twist, or fold time.

[bull19] 07/1/2022 15:05

I'll be happy if and when it gets back to that!

[senseibull] 07/1/2022 14:13

I was surprised how strong the run was after March 2020 iv had this in my portfolio for years but I think it will range now for a while. Least the top of the range is 23.50 which isnt shabby

[bull19] 07/1/2022 13:09

PE of 22 still isn't cheap... makes me think it might have been overpriced when I bought in around 2000p

[senseibull] 07/1/2022 12:29

You dont think a bull run from 2014 to 2021 doesnt need a breather for a few months to a year? I sold half at 22.90 and now waiting to buy the dip once its hit my target

[melody9999] 03/1/2022 17:30

20K X £16.50 is £330K ?? Still a nice buy though.

[miss womble] 31/12/2021 13:34

Someone feels very confident in GAMA to buy
£3.3 million’s worth of shares !!!

[city chappy] 24/12/2021 08:36

Also see SME telecoms provider Toople (TOOP).Toople could 30x to 50x bag from here within 24 months. Three directors and several others just bought shares. Strongest ever summer trading period just completed. MCap below £2m, the CEO has stated he is aiming for £100m pa turnover, which could mean MCap several hundred million.