Ha :-)
Good on you Volsung
You are now the Big G!
Get a big gold necklace
Btw...all that tip information is publicly available without subscribing:
Can scroll each article to find the tickers
Just in case anyone has a moan
Better get off this blooming site now ha |
Sphere thinking of changing to shares beginning with g
I will start off with this.
V shares are so 2024 |
They all look cheap...just that cheap gets cheaper. I'm waiting on the charts to turn. What it is..41 months of outflows into UK funds versus one inflow.
Spew!
Anywho....
So oddly ST has just done his annual list with only 8 companies making the list. GATC isn't on it. They are:
TAVI
KBT
CARR
VLE
CRS
ASTO
ANIC
CRL
I wonder if they will attract much attention tomorrow. The market just doesn't give a hoot about tipsters nowadays.
Let's see.
All imo
DYOR |
I think RTC is the best company in this sector but I am rather biased as I have held it for 12 years. It is growing well on a p/e of about 7 and near 7% yield as well. It bought in nearly 10% of the shares recently at below market value so that should be eps enhancing |
 Hey Volsung, got any good humour?
Or was buying in here the humour? :-)
You're slipping....no V at the front of this share.
We got 0.1% GDP growth!
Can I get a....whoop whoop?
Best news so far this year ha
And whilst we're here...Core PPI for the US is in.
The big man at the FED said that they don't look at the CPI, they look at PPI. Seen as our gilt yields are following the US and our stock market is working off that as well, with worries over more hot CPI prints in the US and a possible big walloping rise in yields and sell off in markets.....
Or at least that is what another big posh fancy man in a suit on the ole business telly said.
Core PPI is in line with forecasts - hoorah! Abit of relief there.
Seen as that all ties in with GATC...
Some interesting commentary in that research report. They are suggesting that the staffing sector is bottoming. I can see they are having a go over at HAS today (trying to pick the bottom) and it is hard to not see long termers nibble at something like STEM, but the market isn't suggesting any recovery as it looks forward to the back end of this year.
But IF we muddle through with a smidgeon of growth or flatline, could the bottom be in for staffing? Or is it more of a slowdown which is why the market doesn't want to bid anything up right now?
And how the hell are GATC going to do £5m adjusted PBT next year?
IF they can get anywhere close to that....with the cash pile here...this is bonkers cheap.
I don't think they can hit that number next year, but it still looks cheap.
£17.3m net cash forecast next financial year
£5m adjusted profit...even if they warn and do half that
That is alot for around £24m
Is this one of ST's? Is he gonna tip this as part of the BIG ANNUAL SHARE BUY LIST with ...WINE, ASTO, VLG...what else does he like...ooerr..
Anyway, its on the watchlist to see how trading progresses and when bullish buying really picks up.
All imo
DYOR |
I remember someone in the industry pointing out that their high net cash was a result of lower working capital as revenues fell. Now things are stabilising, that net cash has reduced as the wc stabilises and when/if they start growing again, it will decrease further as wc starts to increase. So true net cash probably nearer 10mm I think. |
Just bought in here
Looks like a recovery play |
Yes all figures are down .... revenues , cash etc |
The cash seems to be reducing by 25% even though the company made a profit....what happened there? |
 "A resilient update that stands out from the crowd" - new research and audio summary available here:
The key takeaway from the trading update for H1 ’25 was a solid trading performance, despite a challenging market environment. We remain encouraged by the static guidance at the adj. PBT level of £3m for FY25, highlighting an improvement in operational efficiency, combined with higher average fee rates.
Contract NFI declined 1% yoy, with increased summer holidays and a late return to work in January modestly offsetting the growth in contractor numbers and higher salaries. Although permanent NFI declined 10% yoy during the period, this demonstrates outperformance relative to its professional service focused peers and GATC delivered growth of 3% on a sequential half-yearly basis.
We have modestly reduced FY25 estimates for NFI (-5% to £39.2m) and, following the reduction in trade creditors (DSOs broadly static), lower our net cash estimate to £16m (previously £20.7m). However, guidance for adj. PBT is unchanged at £3m and we have introduced estimates for FY26 indicating strong growth in profitability and dividends.
In view of unchanged estimates of adj. PBT and the high level of net cash on the balance sheet, we have chosen to retain our fair value / share at 140p. Net cash accounts for c. 73% of the market capitalisation. Stripping out the cash places the group on a FY25 PER of just 4.1x |
Looks like dropping again below 70p |
This is really slumping....Why do you say management are woefully inadequate? |
Bad management , no action regarding share prices, keep falling |
From a valuation standpoint, Gattaca does look compelling, but let's cut through the noise and get real about what these numbers mean in context. 1. Massive Net Cash Position (85% of Market Cap, No Debt) This is a fortress balance sheet. It limits financial risk and provides flexibility for growth, but it also raises a question: Why hasn't the market priced this in? Is the cash being put to good use, or is management just hoarding it? 2. Retained Market Value at 140p, Currently at 80p If the stock is trading at such a deep discount to historical value, we have to ask: What's the market seeing that we aren't? Mispricing can happen, but sometimes, it's justified. 3. Revenue Growth of 9% Per Annum Solid but not explosive. It's decent compounding, but unless margins are expanding or they're reinvesting aggressively, this alone won't drive a rerating. 4. Consistent Dividend + Share Buybacks This signals confidence and shareholder-friendly management. However, buybacks only create value if the stock is genuinely undervalued-otherwise, it's just financial engineering. Final Thought: The numbers look strong, but valuation alone doesn't drive share prices-market sentiment and business momentum do. What's the catalyst that gets Gattaca out of the value trap? If this is purely a "cheap on paper" play with no clear growth driver, it could stay undervalued indefinitely. What's going to make investors wake up to it? |
Gattaca is highly attractive stock from valuation point:-NET cash equates to 85% of market cap (NO DEBT)-retain market Value at 140p/share,currently 80p-revenue growth 9% per annum -pays dividend every year -and share buy back each year |
Why not utilise the cash whilst other companies are vulnerable to a take out? |
Gattaca is highly attractive stock from valuation point:-NET cash equates to 85% of market cap (NO DEBT)-retain market Value at 140p/share,currently 80p |
Share buy back will start soon |
Just received dividends , excellent |
Dividend pay date today |
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