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Share Name Share Symbol Market Type Share ISIN Share Description
Gresham Technologies Plc 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
  0.00 0.0% 152.00 150.00 154.00 152.00 152.00 152.00 15,750 08:00:12
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 25.0 0.3 2.8 54.7 107

Gresham Technologies Share Discussion Threads

Showing 12601 to 12624 of 12625 messages
Chat Pages: 505  504  503  502  501  500  499  498  497  496  495  494  Older
DateSubjectAuthorDiscuss
20/1/2021
09:07
Https://techstory.in/ubs-group-ag-to-invest-400-million-in-indias-most-valuable-paytm/ UBS Group AG to invest $400 million in India’s most valuable, Paytm Please do your own research as always..
qantas
14/1/2021
13:36
Https://www.thetradenews.com/the-trades-crystal-ball-2021-regulation/ Please do your own research as always...
qantas
13/1/2021
14:12
Https://www.cv-magazine.com/issues/Corporate-Excellence-Awards-2020/192-193/ Page 193 We’re delighted to be named in Corporate_Vision's 2020 Corporate Excellence Awards as Leading Provider of Data Integrity & Financial Controls Software in the UK. Please do your own research always...
qantas
12/1/2021
13:59
With FINRA requesting comment on enhancements to TRACE reporting for U.S. Treasury Securities by 22 Feb, the ability to adapt as the regulation changes will be mission critical for firms in 2021 Https://www.greshamtech.com/regulatory-reporting Please do your own research as always.
qantas
07/1/2021
15:10
The rns could be a tidying up exercise...... Seen it happen before pre T-over.
wh1spa
07/1/2021
12:29
Interesting share holding announcement - Church Commissioners for England - so it would seem that GHT qualifies as an ethical investment which is a nice little plus. However, one thing does confuse me (and perhaps I have it wrong) but the date where the 3% threshold was reached seems to be way back in August - the 12th to be precise when it seems some 680,000 were traded. I was under the impression that reporting of a threshold breach had to be done pretty much immediately. So this does not explain the high volume of shares traded yesterday, circa 1.4 million, so somebody else building a stake?
gottafly
07/1/2021
11:28
Jade no I had to delete it as a senior moment xx
qantas
07/1/2021
11:15
QANTAS, did you forget to include your message in your last post?
jadeticl3
07/1/2021
08:35
signs Https://uk.advfn.com/stock-market/london/gresham-technologies-GHT/share-news/Gresham-Technologies-PLC-Holdings-in-Company/84041665 Church Commissioners for England City and country of registered office London, United Kingdom Please do your own research as always.
qantas
06/1/2021
20:28
Richjp I agree Flat isn't a good word to use steady or stable is good.
qantas
06/1/2021
18:32
I don't think this RNS adds much to the RNS just before Christmas, however I would have bitten someone's hand off if back in March when the Covid crisis first appeared, they had said we would have as good a year as this. I find it a pity they used the word "flat" a couple of times. They might have said something like strong, steady, or stable but that is a small point. I think it encouraging that they invested in sales and marketing in the latter part of the year. That demonstrates confidence going forward. It's not just a matter of hiring more sales people you have to invest in the technical support staff to back up the sales effort and given the time lag between new sales staff and the first orders resulting from them, that can be a considerable investment.
richjp
06/1/2021
13:16
UPDATE FROM RICHARD HOLWAYS FIRM Gresham closes out 2020 in good shape Jon C Davies, 07:58, 06 January 2021 Gresham Technologies, the specialist provider of transaction control and data integrity solutions to the financial services industry, has issued a trading statement reflecting a steady performance in 2020. For the year ended 31 December, Gresham expects revenue to be down by 2% to £24.6m with the total delivered by its flagship Clareti offering, flat at £15.5m. However, recurring Clareti revenue is likely to be up 11% to £12.3m with annualised Clareti revenue expected to climb by 29% to £12.3m. As a result, Gresham expects adjusted EBITDA of at least £4.4m, representing a 7% increase on 2019. In 2020, Gresham agreed to acquire Midlands based, capital markets data automation specialist, Inforalgo Information Technology (see: Gresham acquires Inforalgo) and also completed the transition to subscription licensing. All new Clareti software business is now being written on recurring terms. Overall the expected results appear encouraging, especially when viewed in the context of the pandemic. Gresham's pipeline improved during the second half and there seems to be a healthy demand for the company's intelligent automation and connectivity solutions within financial markets.
4-10
06/1/2021
11:55
amt agree that the results are a bit mixed but of course we do have the Covid environment to consider. Some pluses and some 'not so goods) in my view. Organic Clarity ARR increased 17% (presumably that means excluding Inforalgo) which is pretty good but the Inforalgo numbers are in my view flat and rather disappointing (the 'excuse' being that Inforalgo is a strategic acquisition). Turnover is down, albeit by just 2%, and this does not give an immediate feel good factor, particularly with the statement that overall Clareti revenues were flat. The explanation being (apart from Covid) that this is the final period of transition to the subscription model, so you have to look past the headline numbers. I am also pleased to see the absence of the 'confidence' word which is generally very over used and means little, IM has instead has used the word exciting to describe 2021 - well we shall see but that can mean many things including a roller coaster (GHT shareholders would be familiair with that). The Group's sales pipeline has apparently strenthened significantly in H2 but there is a warning that this is set against a challenging micro economic climate. Forward looking ARR for 2021 is up 29% apparently (although that will include the £1.2 million regarding the Inforalgo acquisition) so circa 30% growth would be most welcome but perhaps the minimum that should be targeted since I calculate that the organic growth (excluding Inforalgo) is circa 16%. Continued investment in sales and marketing in H2 (a traditional GHT weakness that is perhaps still work in progress) is key to accerlated growth. So overall a pretty 'steady as she goes' announcement and certainly not exciting but ..... It seems that N1Singer have released an updated note and it appear that they are pretty bullish about GHT's prospects:- "We believe our forecast of just under 30% revenue growth for Clareti is over 80% underpinned. A strengthening pipeline over H220 should make our forecasts achievable/beatable. It’s rare in this market to be able to buy into a business set to grow like this for an implied EV/ARR of just over 5x our forward Clareti ARR forecasts." So onwards and definitely upwards if N1Singer are correct.
gottafly
06/1/2021
07:44
I suppose against such a terrible background the trading update is very satisfactory. Looks to me like no organic growth but didn't go backwards either. Let's hope for a return to growth in 2021. I should think there is pent up demand.
amt
05/1/2021
23:22
Https://www.globalcustodian.com/your-guide-to-2021-in-securities-services-part-four-technology/ Please do your own research as always.
qantas
29/12/2020
12:24
Well nearly at the end of the year and just perhaps we might get another deal annoucement to the one on the 23rd, now that would really be a mega happy new year. Thanks for all the comments as regards why the Dec 23rd deal makes an impact on the 2020 numbers. Having thought this through some more I cannot immediately see how this would normally be the case. With a deal signed just 8 days before year end it would surely normally be a 2021 revenue item with perhaps a token amount in 2020 unless ... Clareti is already in and working and was installed by GHT on trial/proof of concept basis. So it looks to me like GHT took the bold move (and costs) to proove it working and have been awarded appropriately. As always DYOR but I reckon 2021 could be very strong for GHT.
gottafly
26/12/2020
08:34
Https://youtu.be/DJikiU__CgA
qantas
24/12/2020
18:44
I have a further query. They say this is a subscription. Most subscriptions are annual but they omit the word annual. $1.9M OVER 5 years is peanuts..this also needs clarification!
gerihatrick
24/12/2020
15:24
Https://www.bbc.co.uk/news/live/uk-politics-55433447
qantas
24/12/2020
14:19
I think this announcement is as good as it gets. A couple of years ago they said how important the North American market was for them and the fact that they can close such a deal with all the travel restrictions and Covid problems is very encouraging. Also the initial deployment will be in the US as well, which altogether to me suggests that the sales and technical support they have built in the USA must be good enough for them to stand on their own two feet over there. I think 6gr's views on revenue recognition are probably correct. They have now beaten the forecasts that were in place before Covid yet the share price has still not quite recovered to pre Covid levels. I think we can expect a very positive trading update in early January and with hopefully some decent Brexit news I would hope for a further recovery in the share price
richjp
24/12/2020
12:33
Thats not quite true. You'd imagine revenue would be spread over the contract term, but the accounting rules are more complex and generally annual payments are recognised when paid unless they require substantial new services to be developed or provided. (The product may be deemed 'delivered' when access is provided). You can see this more clearly in T4D4 (who share a Director with GHT), where they have lots of contracts that renew annually yet see a massive imbalance between H1/H2, as 3/4 of their contracts renew in H2. The only way to properly smooth revenue is to have contracts paid more frequently, but that it an administrative burden and hurts cashflow. Most consumer SAAS models are monthly subscriptions and smaller corporate services follow this route, but the big commercial contracts still seem to be annualised payments. Thats why ARR is the key metric IMHO as it removes the uncertainty of payment timings.
6gr
24/12/2020
11:24
Weatherman, unless you have provided the 'service' you can't recognise the revenue of any upfront payments as it's cash but not revenue as such.
4-10
24/12/2020
10:20
Even with subscription model there may be an upfront payment this FY.
weatherman
24/12/2020
10:16
I guess there could have been a payment for work/services already provided. Unlikely to be a prepayment as that revenue could not be recognised. Happy Christmas everyone. 2020 was a good year for Gresham. 4-10
4-10
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