Gamma Communications Share Discussion Threads

[1861andy] 08/9/2015 13:05

Look to be very good set of results i got stopped out of this on China's Black Monday expected they could be good thinking i might get back into this as £3.50 before Y/E is possible here. If they could win a public sector contract then expect these to do even better

[tenapen] 08/9/2015 08:57

Rock Solid Results.

:-)

[gargleblaster] 14/8/2015 09:13

Bought in today - here is Shares update. Nice quiet board!

15 for 2015 update: Gamma Communications
Gamma Communications (GAMA:AIM) 292p

Gain to date: 26.1%

Original entry price: 231.5p, (23 Dec ‘14)

The news got somewhat buried amid other corporate announcements but public sector communications framework wins on 10 August are an exciting development for Gamma Communications (GAMA:AIM).

Bagging eight out of a possible 10 awards on the new Crown Commercial Service Network Services agreement, these cover a multitude of services, including data provision, voice, mobile and integrated communication.

The reason this is important news is that Gamma has put up impressive growth figures over the years in the enterprise space, but this latest news provides its first meaningful step into the government space. This comes just two months after winning a £3.5 million, three-year contract to supply housebuilder Taylor Wimpey (TW.) an end-to-end managed communications infrastructure service.

These are exactly the type of unsung heroics we expect from a company that seldom blows its own trumpet, preferring to knuckle down to the job at hand.

Interestingly, fund managers at Octopus in April upped their stake in the business from just below 5% to 5.1%, a modest increase but a sign of confidence in Gamma’s management all the same.

The shares’ progress has tapered off through the traditionally quieter months of the summer yet they’re still 23.8% up on our original feature, with 350p quite possible before the year-end on 31 December. (SFr)

[slopsjon2] 20/2/2015 10:14

Hi, The holding statements refer to the percentage of the total shares in circulation. In this case The Independent Investment Trust PLC holding has dropped below 3%. They don't have to state what the holding is when its under 3%. So they have sold some shares.

If the total amount of shares in circulation had increased for some reason then everybody holding above 3% would issue a new holding statement without any buy or sells occuring.

[rufio90210] 12/2/2015 07:12

Fairly new to trading and would like some understanding of the HOLDINGS announcement released today.

So holding prior to transaction was 272k, and after it just says total shares/voting rights below 3%.

Ive seen this a few times where they just give a percent to gauge what the holding is after transaction... but 3% of what? 3% of the 272k share holding prior? 3% of the total amount of shares? Was this a buy or a sell?

Any light shined will be appreciated!

[mirabeau] 27/1/2015 12:29

great chart

[rufio90210] 12/1/2015 15:19

Some massive trades happened in the last hour, traded at 2.40 which could be either a buy or a sale despite ADVFN reporting them as sales.

Anyone with any idea what could be going on here?

[rufio90210] 29/12/2014 10:01

Shares Magzine sound bullish on 300-350p being hit within a year, one of their picks for 2015.

Article BelowL:

Out-competing both large and small rivals for years,
Gamma Communications (GAMA:AIM) is a
telecoms technology rarity growing at a pace that
is far out-stripping its peer group. We believe the
shares will put up a banner performance in 2015 on a forecast
upgrade and re-rating double-whammy. Analysts at Investec
have a 295p target price slapped on the stock, but we think the
shares could go close to 350p during the next 12 months.
Newbury-based Gamma finally joined AIM on 10 October
after pulling its previous float attempt as markets turned
sour. This is a technology-based supplier of communications
solutions in the UK. Its cloud and call control products
allow businesses to manage increasingly complex voice, data
and mobility requirements. It also provides best-in-class
broadband, ethernet, mobile and data services.
Unlike most telecoms stocks exposed to a secularly
declining industry, Gamma has focused on developing its own
intellectual property-based solutions to exploit growth niches.
With a proven record for innovative development and fast
deployment, Gamma is already a leading player in areas such
as SIP trunk deployment (a way of plugging into a cheaper,
faster and more reliable network) and hosted PBX, which
effectively uses a web portal interface to provide an end-toend,
managed communications hub.
But what also stands out is Gamma’s route to market. It
doesn’t have an army of engineers, vans and sales
people, instead relying on a backbone of more than
650 channel partners to sells its products and services,
such as Network Telecom, OPUS and the soon to go private
Daisy (DAY:AIM). Roughly 80% of last year’s near-£150
million of revenue came through channel partners.
Effective cross-selling of several, multi-year solutions
together has been part of this successful story. In 2010 ‘bundled’;
revenues (SIP, hosted PBX, inbound, data services, for example)
were effectively zero, yet analysis by Investec suggest close of
50% of gross profit will be derived from channel partners selling
four, even five, products and services in a package. This helps
make customers increasingly sticky and future revenues more
reliable, with at the same time maintaining lofty gross margins,
about 48% from next-generation services.
Current forecasts fail to reflect this track record or position
of market strength. Investec admits its own estimates are set
‘conservatively,’ with earnings per share (EPS) growth in the
low single-digits for 2015 and 2016. By contrast, this year’s
EPS is anticipated to rise 26%. Assuming 16% growth can be
met in each of the next two years, and applying an 16-times
price to earnings (PE) multiple, reasonable given the growth
and implied 2.6% dividend yield next year, the shares could be
trading beyond 300p inside of a year. An 18-times PE re-rating
would see the stock run close to 350p.

[tenapen] 04/12/2014 08:11

SP is being Driving ever higher.

now 248p :)

[tenapen] 29/11/2014 18:08

hxxp://www.wkrb13.com/markets/434607/gamma-communications-plc-now-covered-by-investec-gama/

Gamma Communications PLC Now Covered by Investec (GAMA)

Posted by Seth Barnet on Nov 28th, 2014

Gamma Communications PLC assumed coverage on shares of Gamma Communications PLC (LON:GAMA) in a report issued on Friday. The firm issued a buy rating and a GBX 295 ($4.62) target price on the stock.

Cont...

[tenapen] 27/11/2014 21:11

WOW,

I had this as a long term slow burner !

Wronge again,

:)

[pdt] 10/11/2014 10:12

It was good to hear that their Horizon service won best Hosted product voted for by the reseller community at the CommsVision event last week. This and their SIP product is proving popular.

[tenapen] 21/10/2014 19:44

Even during a market sell off, people will always want shares in quality companies, GAMA being one of them, IMO.

[pdt] 11/10/2014 15:44

I bought a few on friday. I work for a telecom company and Gamma are market leaders in a few areas. They should grow well over the next couple of years and there is always the prospect of one of the big players wanting to buy them up. The only downside that slightly concerns me is that about a third of their gross profit still comes from traditional wholesale and the profits from that are set to decline. Overall a fair risk/reward at this price imho. Any other holders out there?