Gamma Communications Share Discussion Threads

[wad collector] 29/5/2022 09:43

XD 8.8p this week, but very unusually , because of the Jubilee, it is a Wednesday.

[senseibull] 23/5/2022 15:47

Actually the associated RNS confirms they have done it already hopefully more to come

[senseibull] 23/5/2022 14:06

If you look at the AGM notice they are planning a share buy back and it's been voted through, that should give it a nice uplift. They want £19

[senseibull] 20/5/2022 11:08

I think that confirms the end of the slow price downtrend but let's see

[fuji99] 19/5/2022 10:47

Interesting company with a strong and resilient technology interacting with so many various sectors. In at its 3 year low.

[senseibull] 19/5/2022 08:09

Brilliant update today chaps and chapettes

[senseibull] 18/5/2022 13:21

I think it's been caught and is levelling out here ready for a move north. Low volume though so this consolidation period may take some time

[senseibull] 04/5/2022 17:34

If it doesn't bounce here I would say so, we are at my second bounce point at 11.50Next ones at £10, if it goes lower than that for a long period I'll move on from this share

[jonny_wright] 12/4/2022 11:39

Seems like it's heading to 1000

[alphabeta4] 28/3/2022 10:04

Whilst the below comment is fair and could be the reason it would feel a bit of an overreaction to me given that it's a division that is 22% of group revenue and with c89% recurring. If group organic revenue is running at 9% even if direct organic revenue halves it only takes group organic down to 8%, hardly a game changer. _______________________________________ mammyoko22 Mar '22 - 16:00 - 267 of 270 0 1 0 This from the CEO Within our Indirect business, we will continue to evolve and adapt our partner proposition to support growth opportunities across all markets, ensuring that our channel partners have the tools to compete and be successful. Within our Direct business, we have seen delays to some projects for our Enterprise customers caused by the global chip shortage; this means that sometimes it takes longer than we had anticipated for billing to start and this may affect growth in 2022.

[senseibull] 22/3/2022 18:31

If it a supply to customer hardware shortage then likely stock is low for most businesses too so probably not likely just gamma affected.They sell physical phones I believe so it could be different models they have trouble supplying

[indiestu] 22/3/2022 16:12

Thanks, I never thought this business would be impacted by the Global chip shortage. The good news is that the chip shortage appears to be normalising and Intel's recent investment in European manufacturing should give more stability/visibility in supply going forward. Ok, I'm happy to build a position through 2022 with a view to 2023.

[bulltradept] 22/3/2022 16:09

Always darkest before the dawn....

[mammyoko] 22/3/2022 16:00

This from the CEO Within our Indirect business, we will continue to evolve and adapt our partner proposition to support growth opportunities across all markets, ensuring that our channel partners have the tools to compete and be successful. Within our Direct business, we have seen delays to some projects for our Enterprise customers caused by the global chip shortage; this means that sometimes it takes longer than we had anticipated for billing to start and this may affect growth in 2022.

[bulltradept] 22/3/2022 15:57

I wouldn't throw in the towel just yet.

[indiestu] 22/3/2022 15:47

Ok. Well bought some. I will probably lose money. I usually do.

[bulltradept] 22/3/2022 15:40

Could just be the machinations of Mr Market atm..

[indiestu] 22/3/2022 15:23

Ok. I must do more research on the company. I am trying to understand why these results have had such a negative impact on the share price. There must be a red flag in the results but I have not spotted it.

[senseibull] 22/3/2022 15:09

They sell UCaaS products. Just like Zoom...

[indiestu] 22/3/2022 15:06

Are Gamma trying to compete with Zoom? They are working with Microsoft. To attempt to compete with Zoom and therefore Teams would not be the finest of judgements by management.

[bulltradept] 22/3/2022 10:43

Anyone here use sharescope please? And if so, do you find it any good. Cheers

[jonny_wright] 22/3/2022 10:41

Classic MM results game here

[wad collector] 22/3/2022 10:38

I was watching it fall further but was a bit slow to react , had to pay 1387 . I agree the price drop looks overdone.

[bulltradept] 22/3/2022 10:26

Bought some, too low AIMVHO.

[senseibull] 22/3/2022 10:16

Shorts are being opened against Gamma when checking Euroclear data from last couple months so I bet there is an element of manipulation in todays price action