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Share Name Share Symbol Market Type Share ISIN Share Description
Gb Group Plc LSE:GBG London Ordinary Share GB0006870611 ORD 2.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.50 -0.29% 847.00 846.00 848.00 859.00 839.00 859.00 91,314 16:35:21
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 217.7 34.3 13.8 61.4 1,656

Gb Share Discussion Threads

Showing 7301 to 7325 of 7975 messages
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DateSubjectAuthorDiscuss
05/6/2019
12:50
Barn..the auction final price will be interesting.
hotfinance14
05/6/2019
12:49
I just take my chances as they come hot
wolansm
05/6/2019
12:35
Good to see you are still here Wol. I expected a significant increase in the share price today but this has not come to fruition.
hotfinance14
05/6/2019
12:34
Very interesting WebCast including Q&A. My notes: 1. Customer synergies already coming through 2. 12 acquisitions already made. Priority now is paying down debt and investing in sales, marketing and technology before further acquisitions. 3. This is an early stage market. Anticipate 10-12% organic growth plus impact of acquisitions. 4. Growth comes 2/3rds from existing customers, 1/3rd from new customers. However strategic focus is on new customers. This is a "land grab". 5. Location, Identitiy and fraud segments will gradually merge over time into a comprehensive solution. 6. Little seasonality 7. Two main types of competition. a) Big credit driven companies who are multi-domestic. b) Smaller point solution companies. GBG can beat either with their reach and integration. Overall very impressive. They seem to be on top of their game in a fast growing high margin business. Sooner or later there will be an auction for them.
barnesian
05/6/2019
12:08
Still here hot but slowly slowly a few k at a time out, there is value elsewhere for example Hurricane from around 30p to current 59p, all eggs in one basket etc etc, whoooshs are getting smaller and smaller..... don't get me wrong I still luv these
wolansm
05/6/2019
11:59
So true Barnesian. Someone should tell VISA, Mastercard, PayPal that they should buy these guys today. There whole business models are based on authentication and GBG can enable new payment rivals , or set existing payment schemes up for the next 20 years. All depends if they are independent or owned.
eaglebeagle
05/6/2019
11:38
The £23m FCF is growing at a rate of at least 10% pa. With a discount rate of say 12% that leads to a value of 50xFCF. Change the assumptions a bit and you can justify any value you choose. The real value is what people are prepared to pay, including an acquirer.
barnesian
05/6/2019
10:51
Sorry to rain on your parade, but the re-rating has already occurred. The next change in rating will be a de-rating. Check out the valuation - it's well ahead of the fundamentals.
pj0077
05/6/2019
10:48
Net cash flow of £23million. What's the right valuation for that? A generous 20x multiple would be £460million. Yet the company appears to be valued at £1200million (!) A clear case of asymmetric downside risk.
pj0077
05/6/2019
10:33
GBG have a very healthy widely based free cash flow. It is very CAPEX light, so even after CAPEX and tax, the net cash flow is over £23m compared with dividend payout of just over £4m. It will be able to rapidly pay down debt, or finance more acquisitions and also finance a growing dividend policy. It is in a good place.
barnesian
05/6/2019
10:01
I expect we will have a re-rating soon which should move the share price further north.
hotfinance14
05/6/2019
09:52
Market reaction to Results, so far, looks promising
togglebrush
05/6/2019
08:20
PJ0077 Suggest you look at page 10 of the announcement stating GBG's KPIs with definitions on previous page. You pays your money...I like the jump in Deferred income to £28.3m which may underpin management's confidence in future organic revenue growth
chasbas
05/6/2019
08:06
"PBT up only £1.3million (+10%). Confusing" No not really. This is after depreciation of acquired intangibles and one-off acquisition costs. Adjusted profit gives a more useful picture.
barnesian
05/6/2019
08:03
The GBG webcast regarding the results will be available at midday today.
hotfinance14
05/6/2019
07:47
Fantastic results. We now have EBay as a customer which will be huge. I like the statement that they are confident to deliver double digit organic growth.
hotfinance14
05/6/2019
07:43
Revenue up by £23.8million (+20%), but PBT up only £1.3million (+10%). Confusing. Where is the operational gearing?
pj0077
05/6/2019
07:39
Expect to "continue to deliver double-digit organic growth." Looks like a solid performance. Integrating acquisitions well.
barnesian
05/6/2019
07:23
What a super read! Confident, bullish, acquisitions settled in nicely, good new customer wins, I particularly like Revolut a dynamic and very interesting company that I have been watching closely. The market likes good dividend growth and that’s what we got. It’s also obvious that new acquisitions are onthe way, that’s ok as long as management are not distracted A tremendous growth story, I look forward to seeing the presentation and listening to the audio later A keeper The reaction today is likely affected by the geopolitical situation , but given the markets this company supply are global, and growing, given the exponential rise in the digital world and the opportunities for fraud that enables combined with the need for security and ID verification I expect very strong growth to continue Off for a dog walk :-) S
sweenoid
05/6/2019
07:20
Yep! Been a long term holder here and will add on weakness from now
gswredland
05/6/2019
07:19
Couldn't have asked for more. Fabulous.
nigeldoug1
05/6/2019
07:14
Results on first reading look good ' Strong performances, underpinned by solid underlying organic revenue growth of 11.5% ' Dividend of 2.99 pence (2018: 2.65 pence), paid 23 August 2019, XD 18 July 2019.
togglebrush
03/6/2019
19:52
Surprisingly the sellers won todsy.
hotfinance14
01/6/2019
08:36
I don't think they win next week.
hotfinance14
31/5/2019
17:22
The sellers win today
sweenoid
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