Gamma Communications Share Discussion Threads

[senseibull] 09/1/2023 13:02

Anyone else still in here?

[senseibull] 13/10/2022 20:13

Will be blackrock then

[senseibull] 12/10/2022 16:21

Someone loaded up at the covid low then today 400,000 in a trading day is a lot for this share

[mighunter] 19/9/2022 01:49

Alas not, just a misleading TR1. See RNS 3rd Feb 2021, Liontrust last at 9.94%.

[senseibull] 16/9/2022 16:30

10% just bought up by a fund that's a nice tr1

[flipperx] 14/9/2022 23:26

I'm not so sure. You have to look at what they are doing with their reseller base. They have applied a number port out charge to stop resellers moving telephone numbers and then applied a 15% increase in price to their core SIP trunk product. This will sacrifice long term new business to prop up profitability. Pre 2025 all of the other providers are in a SIP grab. Gamma have chosen to leverage the short term.

[rhubarbcrumble] 08/9/2022 16:04

Can anyone explain please why there are so many trades of under 5shares today?

[thorpematt] 06/9/2022 15:09

Encouraging divi hike. I think the valuation is affected by the low yield (even at this recent lower price point). I think the forward cover is nearly 5x

[senseibull] 06/9/2022 14:49

It's a well run business. I appreciated the outlook the most today doesn't seem they are overly worried about the energy crisis hitting their bottom line by year end

[wad collector] 06/9/2022 09:13

Some nice numbers in today's half yearly results.

[senseibull] 23/8/2022 08:54

The comments on the citywire article - clear that Colin Campbell doesn't have a clue about the products and targets audiences for Gamma.Says VoIP is dead, errm yeah right it's only just starting. This company targets contact centres

[masurenguy] 22/8/2022 13:03

Gamma Communications
One year share price: -46.6%

Citywire A-rated Eustace Santa Barbara co-manages the £208m Marlborough Nano-Cap Growth and the £1.1bn Marlborough UK Micro-Cap Growth fund. Santa Barbara’s top AIM stock pick is the prover of voice, data and mobile communication services, Gamma Communications. As the adoption of cloud services is predicted to continue growing, the long-term outlook for the company is positive. Gamma has almost 90% recurring revenue, but has suffered a near 47% dip in its share price over a year. ‘We believe the group is well placed to continue upselling and cross-selling, and selected price increases and strict cost discipline have helped mitigate inflationary pressures,’ said Santa Barbara.

In its half-year trading update, the company predicted Ebitda (pre-tax profits) and EPS (earnings per share) for the year to be in the upper half of estimates.

[johnrxx99] 20/8/2022 04:41

The share price is slowly recovering though - famous last works!

[mr yan] 19/8/2022 13:18

It's a SIP purchase. You're allowed £1,800 per year (£150 per month) and 13 shares is about £154.

[senseibull] 18/8/2022 08:36

Would be a lot more reassuring if there was some serious director buys considering they post good market updates, 13 shares is laughable. Directors need to put their money where their mouth is to stop this price rot. Especially when a bunch sold for "tax purposes"

[ianguerin] 17/8/2022 07:14

"Chief People Officer" - ?????

[senseibull] 16/8/2022 17:32

13 shares lol insiders buying

[senseibull] 11/8/2022 15:08

£18 is fair value for this imv

[senseibull] 08/8/2022 11:19

You got a link?

[drectly] 05/8/2022 13:28

A fairly positive update from Questor in the telegraph today. It rates it hold, but does considers it good value based on long term trends.

[senseibull] 04/8/2022 14:44

Lets hope the ships turned - I wasn't far off ;P

[senseibull] 03/8/2022 12:06

Blackrock adding to their position

[ozzietom] 02/8/2022 09:48

Yes, also agree it is slightly undervalued at these levels. There is a high degree of recurring revenue (around 90%), consistent growth, strong cash generation and positive momentum going in to the second half. ROCE consistently over 23%, so it seems like a quality company. I think/hope once more sustained confidence comes back to the market, it should trend up. The only negative I see, is the lack of director buying. There were a couple of smaller purchases in April and May, but before that quite a bit of selling.

[don carter] 02/8/2022 09:04

Wad collector: my thoughts exactly. At a normal pe of 18, this should be at least 1260p, but with such cash generation, strong balance sheet & steady revenues a valuation of £14 wouldn't be unreasonable at all. Undervalued.