Gamma Communications Share Discussion Threads

[thorpematt] 16/1/2024 21:49

mmm, I was wondering that.

[salpara111] 16/1/2024 17:58

I wonder if this will be the time that they manage to break out of the 10 - 12 range they've been in for almost two years.

[johnveals] 16/1/2024 16:20

Only slight downside I can see is 'Goodwill' is a bit excessive, but offset by many positives.

[tole] 16/1/2024 07:58

Cash to £134.8m from £92.5m

[martinthebrave] 08/1/2024 17:01

Announced an acquisition of EnableX, which Numis think is worth writing about yet gamma havn't released an RNS for it…. Update must be imminent. I Hold.

[essentialinvestor] 06/12/2023 17:55

Can anyone provide an industry inside view on GAMA?.

[wad collector] 23/10/2023 08:55

Big article in IC this week pointing out strong cash generation, stable margins and largely recurring revenue.Thinks now undervalued and the switchover deadline from PSTN will mean a surge of extra customers to its internet calling system as the 2025 deadline gets closer. FWIW

[salpara111] 20/10/2023 13:43

I fully accept your argument, you can only work with the most recent update and their forward looking view. I don't expect to see GAMA at £15 in the near future I will be happy if I get another opportunity to exit around £12.

[essentialinvestor] 20/10/2023 13:16

Sal, I got 1003 and 1030 recently.

The premium rating is gone, the risk is some very sharp trading slowdown hits which
is not factored in, even at current levels. There have been some recent sector horror stories.

[salpara111] 20/10/2023 12:11

Well my limit orders have all just been executed at 1005.

[essentialinvestor] 20/10/2023 11:53

Hope so, added a very small amount. Would view this as speculative given the current sector backdrop.

[salpara111] 19/10/2023 17:48

Looks like its about time to get back in again.

[senseibull] 19/10/2023 11:48

Heading for a new low I bet

[essentialinvestor] 22/9/2023 17:33

Hi Dave, difficult market ATM. Around £10.80 looks reasonable -
provided trading continues inline. If wider equity markets sell off sharply then lower may be available.

[disc0dave46] 22/9/2023 16:55

Does seem like it's completely de-rated to trade in a range £10 to £12.

[senseibull] 22/9/2023 08:39

@Salpara - my opinion is that this share is moving into a dividend type from growth, so will be now stuck in a range for the longer term

[essentialinvestor] 15/9/2023 11:13

If anyone has a view on AFM would be interested to hear.

[essentialinvestor] 15/9/2023 11:12

It's starting to get more attention now.

[salpara111] 15/9/2023 11:11

Well that is me out, nice quick trade.
Doubtless this will be the time that they break the £12 line but I've been disappointed one time too many!

[senseibull] 12/9/2023 14:56

Eeee by gum

[essentialinvestor] 08/9/2023 17:26

Not sure on that but decent day.


I did try to generate some discussion on the SHA on GAMA a couple of weeks back,
but got radio silence.

[disc0dave46] 08/9/2023 17:19

Will it break £12?

[brucie5] 07/9/2023 18:00

Happy to discuss on the Osb thread, but my feeling is that anything property /Re related is being heavily discounted.

[essentialinvestor] 07/9/2023 15:25

Brucie, OSB looks a tad ominous?, I don't directly hold
but unfortunately have an indirect holding through an IT.

Apologies off topic.