Getech Share Discussion Threads

[yump] 13/6/2016 16:31

I was under the impression that p/e's can vary enormously in this sector because of the variation between results in good and bad times.

[cockerhoop] 13/6/2016 14:21

That's the way it is with small companies with lumpy orders, they're friendless between orders, when the orders arrive PI's can't get enough of them. Look at PEN's share price recently transformed by a single order!

[rcturner2] 13/6/2016 14:05

the problem with that analysis is that you are just guessing

you literally have no idea when or to what extent future customers will be interested in the data

[cockerhoop] 13/6/2016 13:39

The interesting aspect of GTC's original business model is the library of data which they are continually building on. If and when customers start to buy their products again much of it can be sold off the shelf without having to do any corresponding development work.
I imagine during lulls their specialists can still be employed improving their library for when the light eventually appears at the end of the tunnel.

[rcturner2] 13/6/2016 13:23

It's worth something I would say. Some will pay attention to it rightly or wrongly. Net cash will come into play too, of course, but a PE of 10 is not exactly cheap in a sector like this.

[rcturner2] 13/6/2016 13:23

It's worth something I would say. Some will pay attention to it rightly or wrongly. Net cash will come into play too, of course, but a PE of 10 is not exactly cheap in a sector like this.

[yump] 13/6/2016 12:41

zoolook

Haven't seen a tip, if there was then presumably for recovery prospects, but the current price reaction (or lack of it) is interesting. Perhaps after the first half loss, something worse than the trading update was anticipated.

Clearly any official or other targets where the eps is quoted and the share price range is an exact multiple based on an arbitrary p/e of 10, is not worth anything.

[discodave4] 10/6/2016 19:41

Forecast pre tax for year end was £0.7m (1.7p eps), so from today's profit warning they clearly are not going to hit this.......how much below £700k is anybody's guess really, particularly as H1 was a £704k loss and this BoD always seem to over promise and under deliver.Just for Yumpy and Bookbroker, Revised (optimistic) year end target: eps 1.2p to 1.5p, share price 12p-15p.They still have the £980k ERCL earn-out to fund (from cash burn could have enough, besides given the performance of ERCL doubt it will be £980k they have to find!).DD

[zoolook] 10/6/2016 18:08

Did this get tipped during the course of the day?

[yump] 10/6/2016 09:42

You never got my reference to Pavlov did you ?

[yump] 10/6/2016 09:28

Guessing the bottom is always tricky as the share price usually anticipates gloom and doom, but also anticipates recovery. The small caps are riskier, but don't go down evenly and won't go up evenly, as the poor ones will continue to struggle if they haven't got a decent business that will benefit from a recovery. The good ones will jump way more and quicker % than large caps. Same old stuff really.

Think this entirely depends on what sort of quality business GTC is. Occasionally you hear that good companies are insulated from a general drop, but they never are. On the other hand the rubbish doesn't go up again when there is a general recovery, whereas the good ones emerge with more market share.

[rcturner2] 10/6/2016 08:55

I think this is quite a risky play tbh and I am still very nervous about the sector.

I bought Shell at rock bottom as a way back in, but I would not touch any small caps at this stage. Shell is the only oil/commodity share I own.

[hybrasil] 10/6/2016 08:52

Rcturner. Thank you. Yes I have some more direct exposure. This is interesting though

[rcturner2] 10/6/2016 08:17

hybrasil, if you want to take advantage of rising oil prices, why not simply buy an oil ETF? That is surely the simplest way to get exposure to rising oil prices.

[hybrasil] 10/6/2016 08:10

Bought some more

[hybrasil] 10/6/2016 07:51

Yes but I read that statement very positively. First of all my personal belief is Brent will rise to somewhere in the 75 region. The rns speaks of the large number of client meetings. I bought in here for oil price recovery and while I didn't get in at the bottom I may even average down

[rcturner2] 10/6/2016 07:40

Profit warning out today.

[hybrasil] 07/6/2016 09:59

Brent price just keeps going up

[discodave4] 05/5/2016 20:15

Good evening Yumpy, did you miss me?, never mind xxxGOOD LUCKDD

[yump] 03/5/2016 12:43

Now then, just time for a little experiment...

I think I'll try this button here and see if it gets a response...

.

Set the timer...

[discodave4] 01/5/2016 18:05

yump - 01 May 2016 - 17:55 - 1489 of 1490 - 0"I think everyone can who is showing what now don't you"What?, as usual you talk complete and utter tosh.Yeah you keep investing using tea leaves and "sentiment", just like you did with BLUR, CBUY and BOO.Good Luck, YOU NEED IT!DD