Gamma Communications Share Discussion Threads

[clanger66] 13/9/2021 10:10

Jefferies have downgraded to underperform from hold but kept their target price unchanged at 1550p. So they were wrong before and yet people still follow their rating downgrade!

[alan@bj] 13/9/2021 10:08

I can’t make sense of the drop today? Any ideas, anyone?

[wad collector] 10/9/2021 14:46

Tipped in IC today (@2205p), that is probably why it is dropping!

[togglebrush] 09/9/2021 13:23

Following Interims a Stockopedia revised
'
Analyst Forecasts
Price Target: 2,097.86p

[jonny_wright] 08/9/2021 08:07

I will look for an entry maybe Thursday/Friday - it's a SIPP hold for me so happy to add on this temporary dip

[togglebrush] 08/9/2021 07:30

Interims appear reasonable but price tanked on being swamped by ALGO Trades

P ALGO_____Number Trades 1880__Avg Price 2130.86___ Avg Trade___£1,541

Off-Book___Number Trades 680___Avg Price 2118.74___ Avg Trade___£6,692

covers buy and sell trades averaging between 2 and 6 trades per minute

[jamessmith23] 07/9/2021 16:02

*PE of 30 not 30p EPS, must have confused myself when reading the interim results...

[jamessmith23] 07/9/2021 15:56

I also topped up at 2029 as I've found the momentum can often carry on until 3-3:30, although I'm sure that's just unfounded personal bias.PE of 30p for Gama is historically cheap and I thought the interims were actually very positive. I would expect a decent ish close and positive movement from here, but of course I'm going to say that. Unfortunately quality is going to be expensive but this does tick all the boxes and first bought at a tenner before selling to buy back at £14. Learnt my lesson to trade less and hold more!

[bull19] 07/9/2021 15:17

I admire your patience... I've topped up twice on the way down but its kept going... Still not concerned as its a long term hold for me.

[gus111222] 07/9/2021 13:58

I was hoping to top up today but can't see any signs of downward momentum subsiding, yet. Need to be a little more patient I guess. Maybe tomorrow. Trading update couldn't have disappointed so presume some major profit taking from this multibagger?

[jonny_wright] 07/9/2021 13:06

Healthy price action, good opportunity to add some more shares - won't be long before this makes new highs

[bulltradept] 07/9/2021 12:08

Up trend it still intact AIMVHO.

[newstead40] 07/9/2021 10:41

Just added another 2k worth

[andyadvfn1] 07/9/2021 09:47

Whilst don't like seeing any investments share price drop, agree in this case good opportunity to add some more.

[don carter] 07/9/2021 09:23

SP dip: bring it on then I can buy some more before it starts rising again. The share price rise from around £16 has been great. This is one share I needn't worry about, with its huge European footprint.

[clanger66] 07/9/2021 09:21

My thoughts as well, this happens time and time again.

[johnveals] 07/9/2021 09:12

Short termism, buy the rumour, sell the news.
The GAMA chart is thing of beauty, they are expanding into a growing market.

[alan@bj] 07/9/2021 08:30

Results look very good to me but the share price is down. Market expecting better?

[jamessmith23] 07/9/2021 07:54

Very happy with these results, growth in all areas both organically and by acquisition. Products being launched and well received. Profit converts into cash consistently which is key.Sounds like the areas they are expanding into are being positive contributors to the business and with the world the way it is UCaaS is certainly here to stay and become a part of day to day use in most if not all businesses.

[johnrxx99] 07/9/2021 07:18

Six months ended 30
June
----------------------
2021 2020 Change (%)
---------- ---------- -----------
Revenue GBP217.4m GBP177.3m +23%
---------- ---------- -----------
Gross profit GBP111.7m GBP93.1m +20%
---------- ---------- -----------
Gross margin 51% 53%
---------- ---------- -----------
Profit from operations GBP32.9m GBP26.3m +25%
---------- ---------- -----------
Adjusted EBITDA* GBP46.0m GBP36.1m +27%
---------- ---------- -----------
PBT GBP32.4m GBP26.2m +24%
---------- ---------- -----------
Adjusted PBT* GBP37.0m GBP28.0m +32%
---------- ---------- -----------
EPS (Fully Diluted, "FD") 27.0p 22.1p +22%
---------- ---------- -----------
Adjusted EPS (FD)* 30.6p 23.5p +30%
---------- ---------- -----------
Interim dividend per share 4.4p 3.9p +13%
---------- ---------- -----------
Cash generated by operations GBP43.1m GBP32.2m +34%
---------- ---------- -----------
Cash generated by operations /
adjusted EBITDA 94% 89%
---------- ---------- -----------
Cash and Cash Equivalents less
Borrowings ("net cash") GBP25.6m GBP38.7m -34%
---------- ---------- -----------

[alan@bj] 24/8/2021 08:57

Performing strongly in the run up to the half year results in a couple of weeks’ time.

[maddox] 12/8/2021 22:49

Hi guys,

just buying in for the first time, yep it's expensive but you can't beat quality IMHO.

Regards Maddox

[jamessmith23] 12/8/2021 08:09

I have considered selling out because this is getting above the market cap I usually deal in, but it feels wrong to sell a business which is expanding geographically in a market that is also growing, plus seems to be able to execute very well.It's expensive on a lot of metrics but you have to pay for quality sometimes and it's far cheaper than many jam tomorrow stocks.Did you sell based on your entry point and position size getting too large or based on your view of the business and outlook (or both?)

[jimbobs147] 21/7/2021 22:13

Had a meeting with them in 2017 and they tried to charge me 1.5k to become a reseller. Thought to myself, can't see that business model taking off, shares were 4.54GBP at the time ... Groan!

[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!