Gb Share Discussion Threads

[hotfinance14] 24/4/2018 15:06

I doubt there will be a retrace..onwards and upwards.

[wolansm] 24/4/2018 14:38

Might retrace but hope I got it wrong, volume is low, so not many shares being offered, holders want more, encore, encore whhhhhjoooooooosh

[hotfinance14] 24/4/2018 14:15

Woosh..are we are on our way to 520p today.

[hotfinance14] 24/4/2018 09:12

Plenty of buys at 500p this morning.

[wolansm] 23/4/2018 19:40

Relatively small volume 355k shares with a good rebound back over a fiver, think more volatility because someone wants in, aimo who really knows,

[lomax99] 20/4/2018 08:30

IC comment:

Shares in GB Group (GBG) climbed 13 per cent on news that revenue and adjusted operating profit should beat market expectations for the year to March 2018.


The identity data intelligence company expects to report sales of around £120m, up 37 per cent year on year – comprising 17 per cent organic growth. This includes £3.5m from last September’s sale of a non-recurring perpetual licence to a European bank. But, even on an underlying basis, organic momentum was strong at 15 per cent. Meanwhile, adjusted operating profit should come in at £26m, up 53 per cent.

Net cash also improved significantly, from £5.2m to £13.4m – despite the settlement of payments tied to prior-year acquisitions and dividend payouts.

For Peel Hunt, GB’s trading update “is testament to the quality of its offering, the market demand and solid execution”. The house broker highlights, among other areas, the outperformance of PCA Predict – the address validation specialist acquired last May – and its broader location intelligence offering.


At 463p, GB’s shares are up 38 per cent on our buy tip (335p, 27 April 2017). The company’s blended forward PE now sits at a double-digit premium to its two-year historic average, which looks justified given the organic growth. Buy.

[wolansm] 19/4/2018 13:00

Best of luck hot, I take value when I want and am satisfied, however I did hold a lot of these at one time, all eggs in one basket hence my attitude, again best of luck

[3rd eye] 19/4/2018 09:20

SP UPGRADE...........

GB Group PLC GBG Berenberg Buy 489.75 509.00 460.00 560.00 Reiterates

SP target 560p.

[hotfinance14] 19/4/2018 08:59

Wol..I have not sold any. I wont be selling until they are £10 plus.

[3rd eye] 19/4/2018 08:51

Some were obviously going to take some profits and lock them in after that rise yesterday.
Should get a good write up from the IC tomorrow further pushing the share price higher.

[wolansm] 19/4/2018 08:24

Looks like a phutt phutt day, I'm here for a while yet

[wolansm] 19/4/2018 07:59

Hi hooooo will not whoooooosh today another few more pence

[skanking] 18/4/2018 18:43

Edison note explains part of the unexpected increase in cash as due to the final PCA payment being less than expected. I guess that means they didn't achieve all the goals they were set? I can't find what they were though.

[wolansm] 18/4/2018 18:26

You sold any hot I have

[hotfinance14] 18/4/2018 17:33

Some whoosh Wol.

[wolansm] 18/4/2018 17:06

What a whoooosh

[broadwood] 18/4/2018 16:51

I can't hold her Cap'n.

[robow] 18/4/2018 15:56

that's a significant re-rating

[3rd eye] 18/4/2018 15:50

GB Group.... GBG look poised to benefit from new General Data Protection Regulation (GDPR) regulations that kick in next month. Some companies are running scared of fines of up to £20million if their compliance procedures are not fit for purpose and GBG can assist with secure holding of centralised accurate global client data.

[broadwood] 18/4/2018 15:20

GBG Group sees earnings rising 53%, beating market expectations.

18 April 2018 | 14:43pm


- Identity data specialist GBG Group said it expected to increase earnings by 53%, beating market consensus.

Adjusted operating profit would rise to £26m, the company said, as revenue jumped 37% to around £119.7m.

'We remain confident in the strength of our existing products and services and the momentum across the business,' chief executive Chris Clark said.

'This encouraging update is testament to the dedication of our team members across the globe and I want to thank everyone at GBG for their continued hard-work and contribution.'




At 2:43pm: [LON:GBG] GB Group PLC share price was +64p at 475p

[3rd eye] 18/4/2018 15:18

GBG GB group



Today I’m looking at two growth stocks in the technology sector. Shares in both companies have risen by 50% or more over the last year, but I believe these businesses could continue to grow as their core markets expand.

Identity protection
Shares of identity data specialist GB Group (LSE: GBG) rose by 12% in early trade this morning, after the technology group said that full-year results would be ahead of consensus forecasts.

Adjusted operating profit for the year to 31 March is expected to rise by 53% to £26m, while revenue is expected to be 37% higher at £119.7m. Despite a number of acquisition-related payments during the year, net cash rose from £5.2m to £13.4m.

Identity data services are increasingly important for many businesses. GB aims to meet these needs by “combining trillions of data records relating to people’s identity”. It then makes this data available to more than 15,000 clients in 71 countries. The firm’s services are mainly used for fraud protection, marketing intelligence and employee screening.

There’s more to come
Shares of this fast-growing firm aren’t cheap. But its operating profit has risen by an average of 33% each year since 2012, and it’s expanding into a fast-growing market.

GB Group is now a £700m business. I believe further growth is likely, especially as the new General Data Protection Regulation (GDPR) regulations have created a substantial extra compliance burden for many businesses this year.

Analysts are forecasting earnings growth of about 15% for the 2018/19 financial year. This leaves the stock on a forecast P/E of about 30, with a dividend yield of just 0.7%.

This valuation doesn’t leave much room for disappointment, but I believe earnings are likely to continue growing over the next few years. I’d rate the shares as a growth buy.

[eddyeagle1979] 18/4/2018 11:35

Great update and nice breakout!

[wolansm] 18/4/2018 10:03

Broadwood profit taking is healthy I will as added to isa modestly last week this company has done me well, very interested to hear what people think the next divi will be for me my guess is 2.6 to 2.7...... anyway whoooooooshing all holders well

[broadwood] 18/4/2018 09:25

Will it hold the gains until the end of the day despite some inevitable profit taking?