Gb Share Discussion Threads

[terry topper] 07/9/2022 17:36

Another recent SaaS deal saw OMG sell its Yotta division for 7x recurring revenues.
GBG is a bit different as it’s a ‘subscription and consumption’ model rather than ‘licence and support’.
If subscription and consumption revenues are around £250m in the current year then a multiple of 8x would be £2bn or just under £8 a share.
Hopefully the forecast revenues will be bigger and there are other bidders to push the takeout price higher!

[wolansm] 07/9/2022 16:33

I won't be

[cottlet] 07/9/2022 15:34

Suggest you research Sirius mining sxx
Many lost bucketloads
In my experience
Takeouts don’t normally repay your stake….

[wad collector] 07/9/2022 14:58

wolansm, if a cash offer is accepted, and you are holding these with BPR in mind for IHT purposes, then you won't lose the iht relief as long as you reinvest in another AIM share within a reasonable timescale. Better still don't die for a while...
Funny how the market seems to have decided that 640 is fair value now, despite the absence of any numbers in the statement.

[seanyboy] 07/9/2022 11:45

I think ur roof is safe! ?

[hotfinance14] 07/9/2022 11:30

If they paid 11 times the current GBG value I would be doing cartwheels on my roof.

[terry topper] 07/9/2022 10:42

Further to my earlier comment on the Ideagen takeout:

“The HG deal values Ideagen at approximately £1,058 million, implying an enterprise value of £1,092 million. That’s equivalent to a multiple of 11.9-times enterprise value to annualised recurring revenue and a multiple of 33.9-times EV to adjusted EBITDA (earnings before interest, tax, depreciation and amortisation, according to Shore Cap calculations.”
Source: Shares Magazine, May 2022

[wolansm] 07/9/2022 10:29

A profit is a profit mate I had and have a few more was holding for BPR but for kids but doesn't look poss now

[terry topper] 07/9/2022 10:10

I remember buying 100,000 at 25p - it even had a decent yield then.
Sadly succumbed to a bit of profit taking over the years so only have 5,000 now.

[wolansm] 07/9/2022 10:04

Does anyone recall the good old days £2.5k bought 10k shares ......

[seanyboy] 07/9/2022 10:03

Have a feeling share price will stabalise around 650p 640 - 670 range & volatility of course going forward - bid/no bid/counter-bid/nothing happens? Even If it's the latter share price would still hold near 600p on any future bids plus positive company news flow IMHO

[wolansm] 07/9/2022 09:50

Higher and yes falls through

[hotfinance14] 07/9/2022 09:42

I am hoping we get to about £7 plus and the bid falls through. There would then be a drop in the share price but it woulsd still be a lot higher than it was last week.

[wolansm] 07/9/2022 09:28

2.1 m shares changed hands wonder which is soaking up the sells

[hotfinance14] 07/9/2022 09:21

I think any ony offer now would have to be over £9 which is approimately a 40% premium on the current share price

[davebowler] 07/9/2022 09:06

hTTps://www.insidermedia.com/news/north-west/investor-mulls-offer-for-digital-identity-firm?utm_source=

[hotfinance14] 07/9/2022 09:02

He must be a wind up merchant or out on day release.

[gswredland] 07/9/2022 09:01

Tanking??? Hello!!

[hotfinance14] 07/9/2022 08:56

Dillydally...the share price is still going up. You must be looking at the wrong compoany share price.

[dillydally2] 07/9/2022 08:53

Tanking now

[dillydally2] 07/9/2022 08:50

Looks like it could drop back to opening price some huge sells coming in now

[dillydally2] 07/9/2022 08:47

Could be a way for someBig holders to exit cne they sell The offer disappears