Gb Share Discussion Threads

[sweenoid] 14/10/2019 10:14

To graham nash and others
Re GBG GLOBAL presence and future expansion

Press release last week



GBG is far more than a U.K./ European company
S

[gswredland] 13/10/2019 10:26

Been a shareholder for years since 90p and see no reason to sell. Very solid and possible bid target as well

[sweenoid] 13/10/2019 07:46

The rise of digital banks is good news for GBG
Revolution is of course already a partner and it’s growth will mean more ID checks and verifications...and that’s what we do

[grahamnash] 12/10/2019 17:37

Cheers Sweenoid.

[sweenoid] 09/10/2019 00:06

I see minimal impact on GBG’s business from Brexit, GBG is a global company and the 2recent BIG acquisitions were focused on the USA and Australasia., not Europe, if you want a global business GBG would seem a good choice?

As for what you do, make your own mind up ;-)

S

[grahamnash] 08/10/2019 20:15

Been a holder of GB for a couple of years and want to stay in, but getting jittery over Brexit and wondering whether to temporarily exit UK focused and EU focused shares. Any views on Brexit and GBG?

[gswredland] 08/10/2019 09:29

Let�s hope so but Brexit is stopping me from adding a few

[hotfinance14] 08/10/2019 08:20

I would also expect the share price to be back near 600p before the trading update.

[hotfinance14] 07/10/2019 18:29

Barnesian..I am expect 11% to 12%.

Great research Sweed.

[barnesian] 07/10/2019 16:06

Last year, the pre-close trading statement was on 25th October with the half year report on 27th November.

So pencil in 25th October. I'm looking for underlying growth of at least 10%.

[sweenoid] 07/10/2019 15:21

3 fascinating blogs from GBG in the last week







I see H1 results are ‘pencilled in’ for November 26

S

[barnesian] 04/10/2019 10:38

You gotta be quick or you'll miss out entirely.

[lomax99] 03/10/2019 19:06

Looking to top up in the 470's at this rate.

[sweenoid] 19/9/2019 09:22

On line gambling is now a massive industry , business’ Need total security and validation and verification that their ‘clients’ are who they say they are. That is of course GBG’s raison d’etre.

As such a few upcoming conferences and sales opportunities highlighted on the groups website





S

[gswredland] 18/9/2019 18:58

Thanks sween

[hotfinance14] 18/9/2019 17:25

Trading statement late October. I am hoping for the 6 months revenues to be
approx £65m and operating profit of £12m at a minimum.

[sweenoid] 14/9/2019 15:12

FWIW

From today’s Times articles on investing in the AIM market

GBG is one of the two AIM stocks tipped

Of little significance to me , but some people like ‘tips’

Sorry links not working so deleted

[barnesian] 10/9/2019 21:28

Sweenoid

You're right. There must be some other explanation for the fall.

[lomax99] 10/9/2019 19:13

Added a few today, would love to be able to pick some more up sub £5 if the opportunity arises.

[sweenoid] 10/9/2019 18:40

Oh dear!

What you actually have to consider is the £/$ exchange rate prior to IQE’s acquisitions which is the basis on which GBG would have calculated forward earnings from those companies ( using the average over a period of time presumably) then look at what the ‘fluid’ situation is now, forgetting day to day movements. Even at $1.25 to the £, the situation is very positive for GBG, the current 1st half of GBG’s earnings IMHO will include a significant bonus in terms of the tailwind- Period


S

[barnesian] 10/9/2019 16:21

Sweenoid
I agree GBG have quite a lot of overseas earnings and that is good. Until quite recently the weakening £ versus $ was uplifting anticipated profits in the way you suggest.

However in the last few days the £ has strengthened considerably against the dollar from a low of $1.1967 to $1.2363 currently because of Brexit developments. That diminishes the sterling value of overseas profits and just might be part of the explanation of the very recent drop in share price. It might not of course.

[sweenoid] 10/9/2019 15:56

Barnesian
Quite the opposite in fact
GBG are now earning a lot of Aus $ and US $ with their recent acquisitions of VIX and primarily IDology
Converted back into sterling that surely gives a nice currency tailwind. :-)

S

[gswredland] 10/9/2019 12:23

Yep. GBG is sound