Gb Share Discussion Threads

[buying] 31/7/2019 09:25

Sweenoid, No your not talking to yourself, it's just such a class company no one has to keep ramping it

[sweenoid] 31/7/2019 07:59

Tudes100


Quite correct!- 🤔 and corrected above...and little old me thought I was talking to myself.

S

[tudes100] 31/7/2019 00:12

think you mean tailwind :)

[sweenoid] 30/7/2019 09:17

Given that the recent acquisitions of IDology and VIX will be earning revenues in $$ , the recent and probably sustained fall in the £ , will create a nice currency tailwind for GBG.
Current analyst estimates for those 2 entities will be based on historical revenues, given the depreciation of the £ , those earnings will be significantly HIGHER ( 5-10%) than currently baked into forecasts, each $ earning more sterling

Provided GBG can maintain the CORE ORGANIC growth that the AGM statement more or less confirms

“Moving on to 2019-20, I am pleased to report that we have made a good start to the year with revenue and profit performance in line with management's expectations. The first quarter has seen growth in both organic revenue and adjusted operating profit. The Group's balance sheet remains strong with solid cash conversion, which has enabled us to pay down a further GBP10m of debt in the period.”

In summary, given organic AND acquisition growth could well be better than expected with recent customer wins and now the prospect of a significant currency effect, I fully expect GBG to beat expectations when they issue the next trading update....probably in October. In the meantime the Chart is looking very sweet indeed :-)

S

[sweenoid] 25/7/2019 07:49

Fabulous AGM statement

Very positive outlook, list of NEW clients in all 3 divisions - location, identity and fraud :-)

Paid back £10 million in debt in the quarter showing cash generation is excellent.

Margins good

Acquisitions bedded in nicely

Perhaps summed up best by this statement

“ We operate within significant, long-term growth markets and are confident that we continue to be well placed - both technically and geographically - to take advantage of these opportunities. As a result, the Board expects that this will be another successful year.”

That’s good enough for me- a super British company, providing for growth markets that are going to continue growing - as the CEO comments “fraud is a growth business worldwide and we provide the solutions”

:-)
S

[hotfinance14] 17/7/2019 09:45

Superb presentations by GBG.

[sweenoid] 16/7/2019 14:55

GBG have added a comprehensive video of the presentations at last weeks capital markets day featuring their ‘identity’ services, the markets, customers and opportunities available.

It’s a comprehensive presentation, I found it very encouraging, anyone new to GBG or indeed current investors who want to be enthused should spend some time watching these videos.

Have a look



The IDology video is absolutely fabulous- demonstrates how GBG can identify true v fraudulent customers almost instantly -

Remember GBG is all about LOCATION IDENTITY and FRAUD A, Decembers locate capital markets day presentations can be found here



Great stuff
S

[hotfinance14] 09/7/2019 13:37

All these events coming up should result in new GBG customers.

[sweenoid] 09/7/2019 11:53

Event 19th July in Thailand -

[hotfinance14] 09/7/2019 08:33

A huge trade of 625k has just gone through. Institution ?

[hotfinance14] 04/7/2019 08:13

GBG new identity solution.

Fantstic news and a good find Sween.

[sweenoid] 04/7/2019 07:55

Event next Thursday



Event the following week



S

[gswredland] 03/7/2019 16:12

There could be many factors that make it rise though

[hotfinance14] 03/7/2019 13:22

Yhe share price going north suggests this.

[gswredland] 03/7/2019 12:40

How do you know that Hot please?

[hotfinance14] 03/7/2019 12:01

Thanks.

The good news is the hangover has cleared.

[barnesian] 03/7/2019 11:49

I assume it is one trade - a buy and a sell - an off market transfer at an agreed price. It may turn up in an RNS if it is between big holders.

[hotfinance14] 03/7/2019 11:02

I am wondering who made thosr 2 huge trades

[sweenoid] 03/7/2019 09:18

2 HUGE ‘trades’ reported this morning ( 2x1.3million) and a massive UT trade at close last night.
I am guessing the ‘hangover̵7; following results, that caused the fall in share price has been cleared....we shall see.

S

[hotfinance14] 27/6/2019 09:15

It looks like the sharp rise north has begun.

[ianpim] 26/6/2019 19:33

CEO buys £280,000 @ £5.19, will that change sentiment?

[mastermatto] 21/6/2019 17:27

CFO purchases £160k of shares at 540p. Let's see if that changes sentiment.

[hotfinance14] 21/6/2019 13:52

We should see a huge bounce back at some point.

[gswredland] 21/6/2019 13:46

Can’t believe they have dropped this far, but GBG has a history of this

[lomax99] 21/6/2019 10:06

Added a few, keeping my powder dry in case they do dip below £5.