Gamma Communications Share Discussion Threads

[wad collector] 23/10/2023 07:55

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 12:43

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 12:16

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 11:11

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

[essentialinvestor] 20/10/2023 10:53

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

[salpara111] 19/10/2023 16:48

Looks like its about time to get back in again.

[senseibull] 19/10/2023 10:48

Heading for a new low I bet

[essentialinvestor] 22/9/2023 16:33

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 15:55

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

[senseibull] 22/9/2023 07:39

@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 10:13

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

[essentialinvestor] 15/9/2023 10:12

It's starting to get more attention now.

[salpara111] 15/9/2023 10:11

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 13:56

Eeee by gum

[essentialinvestor] 08/9/2023 16:26

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 16:19

Will it break £12?

[brucie5] 07/9/2023 17:00

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

[essentialinvestor] 07/9/2023 14:25

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

Apologies off topic.

[brucie5] 07/9/2023 13:35

Thanks - I look forward to it and may reciprocate in turn!

[thorpematt] 07/9/2023 12:22

Brucie,
Yes with so many companies showing strong divi yields it can detract from the value of those without.

In terms of companies I like on a quality basis, I will take a look at my holdings and watchlists and send you a DM later.

[brucie5] 07/9/2023 09:04

Thanks Thorpematt, good forensic analysis. Stocko's algorithms appear to picked up its Quality attractions - at 99 - with no fewer than six screens passed.

Maybe they should be considering a special dividend to reward shareholders and alert others to the opportunity of buying their story at these levels?

For me, interested mainly, though not exclusively in dividends the story is mainly on the chart and break over 12 - though equally, someone did well to buy at 10 and hold.

What else do you see with similar potential?

[thorpematt] 06/9/2023 19:52

Brucie,
I used to subscribe to IC....but not anymore. Their summary for GAMA on the "free to access page" when I searched it looks about right (1.45% yeild).

What I see as more significant (when you see how low that is) is that this is despite them hiking it to the tune of a 5yr CAGR of over 12%.

When you drill down further you can see that it is covered more than 5x

That 12% divi growth is however dwarfed by the growth figures for book value, normalised earnings, revenues and profits, all of which have seeen CAGRs of around twice that of the divi growth.

Historic performance is of course NOT necessarily to be matched by future performance, but those numbers indicate significant room for error.

...which brings us nicely back to the IC - who (intermittently at least) is not immune to the odd significant error of its own (it would seem).

[essentialinvestor] 06/9/2023 17:12

Rightly so as it looks a country mile out,
closer to 1.2% from what I see.

[brucie5] 06/9/2023 14:21

EssentialInvestor6 Sep '23 - 15:02 - 416 of 417
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You're not buying this for income Brucie, capital growth.
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Clearly. But I was just querying the IC report.