Gb Share Discussion Threads

[broadwood] 07/6/2018 15:21

Further consideration of those results.

[hotfinance14] 07/6/2018 15:06

Same here Stig.

Could topple 550p by close.

[stig2] 07/6/2018 14:58

Still happy and holding for the future with no buy out.

[hotfinance14] 07/6/2018 14:41

We have a whoosh.

[wolansm] 07/6/2018 12:33

After saying that just saw the volume it's quite high.

[wolansm] 07/6/2018 12:32

Thanks mr skank, as you know these shares are held tightly as you know. Whooshing all holders prosperity.

[skanking] 07/6/2018 12:13

Edison report out

"GBG delivered another excellent performance in FY18 with reported
adjusted EPS up 37%. With over 75% of revenues now from the global
product lines, a clear organic growth plan and a healthy acquisition
pipeline, we retain our forecasts and believe the shares, which trade
among identity access management and cyber security peers to be well
supported at these levels. "

[hotfinance14] 06/6/2018 13:00

Excellent read..cheers.

[wolansm] 06/6/2018 12:07

Lomas thanks for posting the note, it's a great read.

[lomax99] 06/6/2018 08:11

Berenberg has raised their target to 615 (from 560).

IC comment:

GB Group: going global

Much of the good news from GB Group’s (GBG) full-year results had already been assimilated into the share price, after an April update revealed market-beating sales and adjusted operating profits. As previously outlined, the identity data intelligence specialist enjoyed strong organic revenue growth, at 17 per cent – or 15 per cent, excluding £3.5m from the sale of a non-recurring perpetual licence to a European bank last September.

The official numbers provided more colour on the derivation of these revenues; 34 per cent stemmed from international markets, up from 31 per cent a year earlier. The fraud and risk management business, comprising 58 per cent of the top line, continued to expand across the Europe/Middle East and Asia-Pacific regions. Indeed, new buyers of GB’s fraud products include the Bank of Shanghai and a major Indonesian bank. Sales here climbed 27 per cent overall, to £69.8m.

The customer and location intelligence segment saw revenues rise 53 per cent to £49.9m, buoyed by a £15.2m contribution from PCA – the provider of address validation services acquired last May. With a healthy net cash position, GB looks well-placed to consider further growth-enhancing transactions.

Prior to these numbers, broker Investec expected EPS of 8.5p for FY2019 (from 7.5p in FY2018).

IC View


True, EPS dipped slightly, due partly to acquisition costs and higher amortisation charges. Still, we think this – and GB’s lofty PE ratio – should be seen through the lens of international growth, organic sales momentum, a double-digit dividend increase and management’s cited acquisition pipeline. Buy.

[wolansm] 05/6/2018 12:27

When prices at 25p the divi was .5p that was generous, a divi twice what it is today would be adequate, cash in bank will draw amorous looks,

[barnesian] 05/6/2018 12:08

That's where I am too.

[hotfinance14] 05/6/2018 11:23

At the current price I would see a £7.50 bid accepted. However I hope a bid does not come in for several years as I expect the share price to increase by approximately £1 each year.

[barnesian] 05/6/2018 10:59

This is a total guess but I would think it would be a 25%-50% premium of whatever the share price is at the time. If the share price is say £6 then you can do your own calculation.

This is pure speculation but I don't think investing in this business is pure speculation - on the contrary.

[hotfinance14] 05/6/2018 10:28

How much do you think the buyout price will be ?

[barnesian] 05/6/2018 09:57

Dividend has been growing at about 12% pa. This year's is up another 13% and very well covered.

I'm happy with that if the retentions are used for carefully chosen, earnings enhancing acquisitions.

This business has great potential. I hope it has the chance to really show it before it is bought out.

[wolansm] 05/6/2018 09:41

Divi increase is poor in my view and has been for years, that's been my criticism for a long time

[broadwood] 05/6/2018 09:37

Peel Hunt today reaffirms its buy investment rating on GB Group PLC [LON:GBG] and raised its price target to 600p (from 515p).

[hotfinance14] 05/6/2018 09:26

Good to see a further increase in the dividend.

[barnesian] 05/6/2018 08:56

Very strong results as expected. This business has a lot of upside.

[hotfinance14] 04/6/2018 10:25

Fantastic..cheers Robow.

[robow] 04/6/2018 09:59

Yes tomorrow

[hotfinance14] 04/6/2018 09:21

Are the results due this week ?

[pnetol] 03/6/2018 14:33

Profits much higher than £10/£11mGB Group PLC GB Group PLC Pre-Close Trading StatementSource: UK Regulatory (RNS & others)TIDMGBGRNS Number : 2461LGB Group PLC18 April 2018 Embargoed until 7.00 a.m. 18 April 2018 GB GROUP PLC("GBG" or the "Company")Pre-Close Trading StatementGBG, (AIM:GBG) the identity data intelligence specialist, provides an update on its trading performance for the year to 31 March 2018, in advance of the release of its final results.-- GBG expects to report adjusted operating profit of approximately GBP26 million (2017: GBP17.0 million), a 53% increase on last year and ahead of market consensus.-- Revenue growth is expected to be approximately 37%, with total revenue of c.GBP119.7 million, also ahead of market consensus, of which 17% is organic(*) .-- Net cash balances at 31 March 2018 (following the settlement of earn outs and loan repayments relating to prior year acquisitions and the payment of a dividend to shareholders) were GBP13.4 million (2017: GBP5.2 million).Chris Clark, CEO of GBG, commented: "I am delighted with GBG's performance, in this my first year, which was made possible by the great team of people at GBG. We remain confident in the strength of our existing products and services and the momentum across the business."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."The Group intends to publish its full year results week commencing 4 June 2018.Adjusted operating profit means profit before amortisation of acquired intangibles, share-based payments, exceptional items, interest and tax. This measure is not defined under IFRS but Management believe that this Alternative Performance Measure (APM) is a more appropriate metric to understand the underlying performance of the Group.(*) As we highlighted in the October 2017 trading update, the organic revenue growth includes GBP3.5m from the sale in September 2017 of a material perpetual licence to a leading European bank. Had this particular transaction been a fully delivered 3-year agreement, payable in annual instalments, then our revenue recognition policies would have resulted in an underlying organic growth rate of approximately 15%.This announcement contains inside information for the purposes of Article 7 of Regulation (EU) No 596/2014 ("MAR"). Upon the publication of this announcement, this inside information is now considered to be in the public domain.For the purposes of MAR and Article 2 of Commission Implementing Regulation (EU) 2016/1055, this announcement is being made on behalf of GBG by John Constantin, Company Secretary of GBG.- Ends -For further information, please contact: GBG Chris Clark, CEO Dave Wilson, CFO & COO 01244 657333 Peel Hunt LLP (Nominated Adviser and Broker) Edward Knight Nick Prowting 020 7418 8900 Headland Consultancy Andy Rivett-Carnac Chloe Francklin Charlie Twigg 020 3805 4822 Website www.gbgplc.com/investors About GBGGBG is a global specialist in Identity Data Intelligence. We help organisations make decisions about the customers they serve and the people they employ.Through our fundamental belief that the digital economy relies on everyone having access to data they can trust, GBG enables companies and governments to fight fraud and cybercrime, to improve the customer experience and help to protect the more vulnerable people in our society.Headquartered in Chester (UK) and with people in 17 countries, GBG provides solutions to many of the world's biggest organisations, from established brands like HSBC and Zurich Insurance to disruptive newcomers such as Stripe and Plus500.Find out more about how we use identity data intelligently by visiting www.gbgplc.com, following us on Twitter @gbgplc and reading our newsroom: www.gbgplc.com/newsroomThis information is provided by RNSThe company news service from the London Stock ExchangeENDTSTFKODDDBKBKQD(END) Dow Jones NewswiresApril 18, 2018 02:00 ET (06:00 GMT)

[rabbrooks] 01/6/2018 11:00

The market requires a dramatic increase in sales/profit in two weeks to reflect the company valuation £800m-- £10/11m profit Long term holders ,like myself,. will be getting jittery. Saving grace - the fairly recent large investors appear to have confidence.