Gb Share Discussion Threads

[mastermatto] 26/1/2017 14:33

Dont speak to soon people

[hotfinance14] 23/1/2017 14:24

I think we have left 300p now. Should be back to 350p by mid 2017 and 400p year end.

[mfhmfh] 23/1/2017 14:15

Let's hold above 300 and build from there

[hotfinance14] 23/1/2017 13:13

Looks like we have broken 300p now.

[mfhmfh] 19/1/2017 12:59

positive mention in IC article today

[hotfinance14] 16/1/2017 09:28

Indeed..as they often do.

[malcolmmm] 16/1/2017 09:05

These are gyrating around a bit this morning?

[onjohn] 09/1/2017 21:37

finicap



one of the 10 for 2017 today


Providing certainty in uncertain times



BUY





Net Cash Shares in Issue Next Results




What's changed Adj. EPS (FD) Recommendation Target Price
From To
9.5p n/c Buy n/c 350.0p n/c



GBG 283.3p 350.0p 24.0% £380.2m FTSE AIM All Share Software & Computer Services £8.7m 134.2m Interims in December




With uncertain times ahead, we highlight a company which provides its clients with certainty and security. GB Group (GBG) is a world-leading provider of ID data solutions using its own proprietary software platforms either as SaaS or under licence. It is a high-quality small cap growth stock, well rated on current forecasts, but we feel it is likely to outperform expectations; it is highly cash generative and is an attractive target for a range of much larger global operators in its industry. The group is well managed by an experienced and incentivised team, and is displaying long- term double-digit organic growth in dependable and recurring revenue streams on the back of a range of powerful global drivers.




Organic growth is augmented by regular, carefully targeted and smoothly integrated acquisitions, usually from existing resources, which bring both greater functionality and geographic reach. The business model demonstrates excellent margins, high cash conversion ratios and even a c1% yield.



What are the underlying industry dynamics? The global market for online ID Data Intelligence is seeing rapid expansion. Drivers include: growing Internet penetration (now >40% globally and predicted to reach 70% by 2020); data is now the key economic resource of the 21st century (people are increasingly entering personal details online), data used for informing commercial decisions; global e-commerce growth (sales reached $1.5trn in 2015, a 15.8% YoY increase; forecast to be $2.9trn in 2018); and increased legislative requirements to comply with regulation in banking and online gaming.



Why is GBG going to perform well in 2017? We anticipate a strong performance on the back of robust organic growth in its core ID Proofing and Solutions businesses, supplemented by a full year of the IDscan Biometrics business acquired last June. The divisions displayed 24% and 8% growth respectively in H1 to September 2016.




Why do we think the shares are weak? Having slipped from highs of almost 350p in Sept, the stock is still on a FY1 P/E multiple of 30x, making it comparatively expensive, but we believe it has high security and quality of earnings

[sheep_herder] 09/1/2017 21:33

And knowing which shares will be pumped and dumped the weekend before it happens is worth it. No?

[hotfinance14] 09/1/2017 21:04

Looks like it just leads to a pump snd dump.

[nw99] 09/1/2017 12:21

Well worth it you will make that in the first few trades

[sheep_herder] 09/1/2017 12:07

You have to subscribe. Only costs £125 a year.

[hotfinance14] 09/1/2017 09:44

Do we have a link to the write up ?

[gardener1] 09/1/2017 08:27

Must have been impressive write up looking at the price reaction this morning

[wolansm] 08/1/2017 18:28

Small company share watch

[essential] 08/1/2017 12:16

Main selection in this months scsw

[wolansm] 13/12/2016 15:05

Tipsters are touting early doors

[alphabeta4] 09/12/2016 14:33

300 is also Robbie Burn's target so hopefully some of his followers will be focusing on that.

[wolansm] 07/12/2016 10:57

Director buy that's a confident purchase as far as I'm concerned,

[hotfinance14] 02/12/2016 14:19

Back to 300p soon.

[hotfinance14] 01/12/2016 15:33

Testing 250p now.

[wolansm] 29/11/2016 12:41

Just needs to be managed better, nobody turns down revenue

[hotfinance14] 29/11/2016 12:18

Sounds like they should of never taken the contract on.

[jch18] 29/11/2016 10:49

They also said that they are taking a prudent view on the government contract role out. Obviously have a lack of confidence in how this is going to run.