Gamma Communications Share Discussion Threads

[andyadvfn1] 13/7/2021 21:29

Had been keeping an eye on these from 500p days without taking the plunge. Finally did at 1800, better late than never!

[techtrader5] 13/7/2021 17:26

Some laughed when I ploughed in at a tenner, now I’m taking profit over 20quid. May have further to go but happy to hand some to the next guy on this maturing business.

[johnveals] 13/7/2021 07:22

Management continue to deliver.

[alan@bj] 13/7/2021 07:10

Excellent trading statement, especially given the restrictions imposed due to the pandemic.

[tomps2] 25/6/2021 08:19

Damian Cannon ‘slams’ Gamma Communications (GAMA) in the latest PIWORLD/Stockopedia StockSlam at 2m40s

Watch the video here:

Or listen to the podcast here:

[don carter] 01/6/2021 16:00

Solid growth investment. Management seems shrewd.

[jamessmith23] 20/5/2021 10:39

I didn't get too excited that it was in the higher range of forecast, but considering they are saying that now when we aren't even 5 months in yet makes me thing the full year is going to be a beat but theyd rather wait until later on to confirm that just incase something goes wrong between now and then.Will definitely take that, and continuing to generate good cash flow, what's not to like.

[alan@bj] 17/5/2021 16:03

Investors Chronicle report on Seven Quality AIM shares, stating that the holy grail for buy-and-hold investors is to find a business that is capable of generating a high return on capital and sustaining it while reinvesting profits. Their screen looks for shares that display these quality characteristics and can potentially deliver significant compounded returns over time.

As the economy recovers from lockdowns, our quality shares screens are flagging numerous companies. On the Aim market, seven companies pass all nine of our tests. Gamma Communications (GAMA), which provides cloud computer services, gets full marks.

[sammu] 08/4/2021 22:27

Boom - new ATH. Are chartists going to like that - probably.

[whilstev] 01/4/2021 14:56

Most of the Hoxton shares sold to Blackrock

[thetwentiestrader] 28/3/2021 14:05

Hi all, I posted an article on Gamma to my website, looking at the recent results, opportunities for growth and a review of financials and cash flow. I was personally very interested in how Gamma have been using free cash flow to acquire bolt on businesses. Available here: hxxps://www.thetwentiestrader.com/post/gamma-communications-spending-its-cash-flow-wisely

[energeticbacker] 24/3/2021 10:24

A quality businesses on many counts, reflected in the rating – PER 31x – but quality is generally worth the premium. More on Investor's Champion's website.

[izztre] 23/3/2021 07:23

Some excellent results. Never fails to deliver continued growth

[alan@bj] 13/3/2021 09:38

Thanks AA29.

[aa29] 12/3/2021 21:40

Tuesday 23rd

[alan@bj] 12/3/2021 16:42

Annual report out next week?

[keeninvestor1] 06/3/2021 10:38

Re mission labs acquisition

[keeninvestor1] 06/3/2021 10:37

Good write up in daily telegraph friday

[ianguerin] 04/3/2021 06:14

It needs to be a good business for that £40million purchase price - sales £3.4million & net assets £2.5million. They must be anticipating increasing rapid growth

[keeninvestor1] 03/3/2021 23:33

Good business is mission labs

[energeticbacker] 03/3/2021 14:49

Investor's Champion comments: Gamma is a high-quality business which has delivered impressive growth and results since listing at 187p per share in October 2014, when its market capitalisation was only £165m. Furthermore, since listing acquisitions have been supported by self-generated cash.

[whilstev] 03/3/2021 10:14

Nice RNS today should add to future prospects. Just 3 weeks to results so had a little top up here hoping for a nice rise in price in the run up.

[jamessmith23] 21/2/2021 17:57

Results in a month so would expect to see buying into it based on the recent ahead of expectations statement.Provided the start of 2021 has gone well as a continuation of a strong 2020, could be looking at high teens with the potential for £20 toward end of the year.

[masurenguy] 20/2/2021 10:02

Liontrust duo see potential for Gamma

Citywire AA-rated Liontrust duo Anthony Cross and Julian Fosh believe telecoms provider Gamma Communications (GAMA) exemplifies the key attractions they look for in a stock. The managers of the £609m Liontrust UK Growth fund said Gamma has three ‘core intangible strengths’ they look for: intellectual property, distribution network strength and high recurring income. ‘Over many years Gamma has developed market-leading proprietary technology solutions in the area of cloud communications and hosted PBX systems, where it enjoys high market shares. The company goes to market predominantly via a network of channel partners built up over a long period of time, while the majority of revenue is earned on recurring monthly contracts.’ they said in their January Fund update.

Fosh and Cross added that after building a leading position in the UK, the company ‘has expanded in recent years into mainland Europe, where it sees considerable further potential for growth’.

Interesting comment from Liontrust after a 10% reduction in their holding a couple of weeks ago !

[tell sid] 08/2/2021 08:03

Expecting new highs soon.