Gamma Communications Share Discussion Threads

[douglas fir] 22/3/2018 07:17

[...]


Continued strong growth in all non-traditional products -

o The number of installed SIP Trunks increased from 511,000 at 31 December 2016 to 680,000 at 31 December 2017 (a gain of +33%)

o The number of Cloud PBX users increased from 230,000 to 331,000 (+44%)

o Volumes of access products are increasing as a result of past investment. Broadband has increased from 54,000 units to 76,000 (+41%) and Ethernet from 3,500 to 5,300(+51%); and

o Mobile proposition has taken longer to become established in the Channel than we had hoped but volumes now growing as the proposition has developed.

· Gamma successfully launched its initial fixed/mobile converged offering in December 2017.

· Strong growth in the indirect business

o Gross profit from indirect business increased from £78.2m to £86.6m (+11%)

o The number of Channel Partners grew from 970 to 1089 (+12%)

· Significant wins in the direct business drive growth

o Gross profit up from £20.6m to £26.5m (+29%)

o The direct business made further progress with significant new contract awards including Rush Hair and Beauty, Stackhouse Poland, the insurance broker, and Thrifty UK (the latter has adopted Gamma's cloud compute platform).

o Our Public Sector base continues to grow with key wins from Merseyside Police and Norfolk and Suffolk NHS Foundation Trust.

· The new high capacity national optical network project is on schedule and on budget. This will enable Gamma to deliver services at up to 10Gbit/s in the second half of 2018.

[mfhmfh] 20/3/2018 12:08

full year results on 22nd March.

Numis target price 850p.

[1224saj] 08/9/2017 12:43

Well the froth has gone of this one. Back to where we were on 05/07, can see this going back to mid june values, around 5.60

[eddyeagle1979] 05/9/2017 15:13

Nice writeup here today:

www.fool.co.uk/investing/2017/09/05/5-reasons-this-could-be-the-perfect-small-cap-stock/

[chasbas] 03/8/2017 15:56

Strong H1 trading statement statement on 4th July. I'm tempted to top slice above 660p? Forward PER probably above 26x. Grateful for any comments. Not complaining. Results H1 5th Sep.

[grabster] 21/7/2017 09:39

futurefinancier - you say "no apology from them" but then quote them saying "we do apologise".

Who has your company switched to?

[from8to800] 04/7/2017 19:36

Why does ADVFN and other share apps state today's volume was 390k, but my platform (Real Time Pro) and the London Stock Exchange website state around 2k only?

[davr0s] 19/4/2017 18:41

I sold out today as l2 looking weaker and lo and behold we have a chunky director sell. At least I got a better price than him!

[from8to800] 18/4/2017 10:39

Some institution has been buying on nice, juicy 40-50k chunks. Nice.

[from8to800] 08/4/2017 21:35

Now this is a quiet board... mirroring its stock I guess. At least until 3 weeks ago, at which point weekly volume increased dramatically pushing the stock through a 6 month declining tend line. Not an outstanding stock, fundamentally, but still one to keep an eye on.

[1224saj] 18/11/2016 10:24

We are very lucky that we have not been hit by the 3 hack fraud this morning, as 3 network is the new backbone for the Gamma Mobile Network

[future financier] 30/8/2016 09:18

Extensive service outages last week at Gamma - have they cut corners to achieve price/profits at the expense of network resilience?

[ulinbac] 24/3/2016 14:33

Getting hit badly last 3 days though good results.

ANyone know why? Profit taking or just general market?

[aa29] 22/3/2016 10:07

Profits seem to be 10% ahead of broker forecasts. Not sure of the level/standard of coverage but should see some uplifts on new forecasts.

Have added today.

[ulinbac] 22/3/2016 09:13

Back in today based on todays results

Nice quiet board too

[ulinbac] 16/12/2015 11:33

Thanks tony

[tonyaitch] 16/12/2015 10:17

Approx 230k shares sold by directors at 414p. Hence the drop to that level.

[ulinbac] 15/12/2015 15:41

Anyone know why the drop?

[rambutan2] 10/9/2015 01:17

All looking good, but worth noting that the 12mth ipo lock up ends on 10 Oct. So that's up to 30% of shares potentially for sale, which could halt upward momentum for a while. Have to wait and see...