Share Name Share Symbol Market Type Share ISIN Share Description
Gresham Tech LSE:GHT London Ordinary Share GB0008808825 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 161.00p 157.00p 165.00p 161.00p 161.00p 161.00p 29,259 08:08:44
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 21.7 3.1 5.7 28.5 109.46

Gresham Tech Share Discussion Threads

Showing 11776 to 11800 of 11800 messages
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DateSubjectAuthorDiscuss
18/8/2018
15:21
For what it's worth, the August issue of Techinvest has GHT as a strong hold, so it would seem they have taken the management statements for H2 at face value. If the broker forecast of 250P is still in place I suspect that it will take a while to get there. I suspect that we will have to wait for a strong January trading update for that to happen. I just hope we do not get a major bear market before then. I think there is more to it than them just having a strong second half. I feel that the market will need to see evidence of a stronger growth rate to really move the share price
richjp
29/7/2018
11:25
In GHTs case the fact that it's broke recent consolidation range is now bearish no matter how good the story / broker notes may be which is why I closed. This share now has supply so the probability now is any short term strength is more likely to be sold into than not. It may turn out to be a mistake but I know if I follow these rules I will still be in the game in 20/30years time. And when the next bear market arrives this strategy will ensure I'll be mostly in cash long before all the damage is done and not be adding to losing positions and can live to fight another day
davr0s
29/7/2018
11:21
Because the wonders of compounding when you add to shares going up works in reverse if you compound losers. Yes some may come back but those that don't cause destructive losses. Even if you don't add to losers and a share loses 10% you need to gain 11% to break even which is manageable across a big account, but if it drops by 50% you now need to gain by 100%. Adding to losing trades completely skews reward-risk against you. Yes you may occasionally luck out but on average you won't. If you read across all the successful traders over the decades they all come to this view.
davr0s
26/7/2018
22:36
Gresham's signs ninth new clariti customer this year. Number nine this year so far. Please do our own research..
qantas
26/7/2018
10:52
Any bid would have to be around broker pt of 250p. PE falling to 22 next year not very demanding. hxxps://uk.webfg.com/equity/Gresham_Technologies
double double
26/7/2018
08:38
Well it looks like some confidence is returning to the GHT share price. The presentation had a large section on the B2 acquisition and clearly GHT are pretty excited about it. B2 was not cheap but it does look a good fit with some strong upside potential but only time will tell, so potentially another blinding deal. As the Holway report says this is now all about delivery and fulfilling the undoubted potential (and I think technical lead) of the Clareti product set. Management are confident in delivering an enhanced H2 to rescue the H1 miss, if they do not then I would expect changes. One last thought, at the current share price and with the undoubted potential that GHT has, they are increasing looking like a take over target. As always DYOR.
inforprofit
24/7/2018
10:48
Richard Holways firm reports UKHotViews© Tuesday 24 July 2018 Gresham disappoints logoGresham Technologies, the specialist provider of real-time transaction control and enterprise integrity solutions, had warned that things had turned sour in its update earlier this month. The shares were down by 25% as a result. The results today show Group revenues down 5% to £9.36m for the six months, with Clareti revenues up 13% to £5.46m (a little better than warned). The hit to EBITDA however is severe, falling 80% to £0.44m. In last year’s results the company had predicted a decline in its legacy portfolio of licences and subcontracting throughout 2018, the 23% decline in the Australian sub-contracting business came as a surprise. The Clareti business now represents 58% of total Group revenues and its Annualised Recurring Revenues were ahead by 15%. This however is a significant slowdown on the 24% growth reported six months ago and the flat performance of software revenues in H1 contrast markedly with the 48% advance of last financial year. Six new customers were recruited during the first half, including a large investment bank. This compares with 15 new customers being added during the last financial year. The poorer Clareti figures may well be temporary as the phasing of contracts, longer deployment times and changes in buyer behaviour can explain variations over a six-month period. Management say they are confident of a good performance in the second half. The purchase of B2 Group gives new avenues for growth, into cash management and through cross-selling opportunities. 3 new Clareti wins also boost confidence. Gresham has what looks like a successful product in a growth area, a growing customer list and a solid long-term strategy. Expectations are high and the current disappointment is obvious in the share price. Management now has to work hard to rebuild confidence and deliver on the promise of Clareti. Posted by Peter Roe
4-10
24/7/2018
10:13
Cantor have kept their pt of 250p.
double double
24/7/2018
09:27
Confident outlook - as I said a few weeks ago not that fussed about short term timing of contracts if the underlying Clareti business is intact. I know not everyone agrees hence the top up opportunities at the moment.
valhamos
24/7/2018
08:36
N1SINGER have reduced 2018 adjusted eps by 0.48 of a penny to 6.12p and upped 2019 by 0.31 of a penny to 7.45p. We also seem to have a new analyst who was quite quick off the mark this morning.
double double
24/7/2018
08:17
A fuller explanation of why the numbers were missed and the management remains confident so will need to deliver H2. The three wins so far in July is promising but none are big wins so I'm not convinced these not falling over the line in June fully explains the missed numbers. The positives for me are the strong pipe line and services revenue, clearly there is business to be had. It also seems that perhaps GHT were spending rather a lot in H1, perhaps too much, in staff hires and infrastructure etc. - certainly more controlled spending is promised in H2. It will be good to see the analyst presentation that is to be published at 11. Overall I see the H1 numbers as a wake up call for a management that had become somewhat over confident. We all make errors of judgement the trick is to learn from them, fingers crossed for H2.
gottafly
24/7/2018
07:32
Six wins in 6 months reported. Three wins in 23 days of July so far! Not a bad start to second half. Presumably these three were expected to be signed within the reported period so have missed the cut off by only a short period of time. Management repeats confidence for year as a whole. Not a bad statement.
jadeticl3
24/7/2018
07:06
We are expecting a strong second half of the year, and we have made a positive start with three new Clareti wins so far in July.
journeysend
24/7/2018
03:23
Gresham (GHT) Earnings-Reaction to Keep an Eye http://crweworld.com/Earnings-Calendar
danieldanj
20/7/2018
07:58
DavROs, if some don’t come back up presumably some do. So you lose on some and win on others. How does that eventually result in going broke? Besides, I don’t average down unless I feel the current fall is temporary.
jadeticl3
20/7/2018
06:26
DavROs I see your a professional trader would kindly share your view on GHT's outlook.
gottafly
19/7/2018
21:28
You'll eventually go broke averaging down - as some don't come back up
davr0s
19/7/2018
16:35
I bought significantly more when they fell to 170p recently.(I like this company most of the time!). Today I decided to buy more if they fell to 157p, but by the time I noted they were for sale at this price and tried to buy at that price I was informed that they had risen to 160p so I held off. I am still a buyer at these prices. Like DD I am hoping that the results statement will inform us that some deals, expected to fall within the 17/18 year, but did not, have now been completed and will therefore be swelling the 18/19 results.
jadeticl3
19/7/2018
16:14
I recall around 150p being a huge barrier but when such barriers are broken they can become support. Lets see if this sticks here.
double double
19/7/2018
07:15
The fall happened in the afternoon a late reaction.Hopefully company will announce those deals that are almost there and not sit on them like they usually do.
journeysend
19/7/2018
07:12
Is there some hidden message in this announcement? Were some folk expecting some comment on latest news rather than just a bald statement? This appears to be a very large drop in share price coincident with this announcement. Puzzled!
jadeticl3
18/7/2018
15:03
Someone is nervous ahead of results on 24 July 2018. Technically it is way oversold.
double double
11/7/2018
16:21
Somewhat to my surprise Chris Errington attended the AGM on 10th May. When I spoke to him he pointed out that he was still a shareholder, although I expect that he was primarily there on behalf of Kestrel.
richjp
10/7/2018
18:23
There are two important points worth considering on today's news - 1) Kestrel has been a very long-term supporter of Gresham , and not just as a shareholder . Two of its partners are X board members of Gresham , one as the former senior NED , Max Royde , and the other as the former CEO & FD , Chris Errington . 2) Over many years , and without selling one share , Kestrel had built up a holding of 15.1% of Gresham by May , 2017 , which it then started to sell down once the shareprice had got above 180p . One year later , in May 2018 , its holding had gone from 15.1% to 11.8% . So , not only is a potentially large seller now a buyer for the first time since May 2017 , but they have proved over more than a decade that they know what they are doing .
bomber13
10/7/2018
14:37
I agree it’s good to see Kestrel buying back in. I think the issue at the moment is that when they announce the half year results on 24th July the pre tax profit will look pretty grim. We know that revenue will be down by 5%. For H1 last year the revenue was £9.87M so that will be a reduction of just under £0.5MH. Last year the pretax profit, the only profit figure that matters to me, was £1.1M so the revenue reduction will hit that considerably. On top of that we know they have been recruiting some pretty expensive sales and marketing people so that will hit the bottom line as well. I am all in favour of hiring the best people however there is an up front expense before they become productive. Unless they come up with some creative accounting, which I hope they do not as it will not fool many, the pre tax profit will not look good. In the longer term I do not think it should matter, as long as they catch up in H2 and I think it will actually be better for all when that pre tax figure is out in the open. Once the uncertainty is removed the share price might start to recover.
richjp
Chat Pages: 472  471  470  469  468  467  466  465  464  463  462  461  Older
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