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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 | 0.00% | 163.00 | 162.00 | 164.00 | 163.50 | 163.00 | 163.00 | 1,012,035 | 08:00:17 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Computer Programming Service | 48.72M | 2.88M | 0.0344 | 47.38 | 136.63M |
Date | Subject | Author | Discuss |
---|---|---|---|
29/10/2020 17:48 | Please do your own research as always. | qantas | |
28/10/2020 23:28 | Please do your own research as always. | qantas | |
27/10/2020 16:11 | richjp Yes I suspect the downside on Gresham is rather limited but it's been a poor performer share price wise. With D4t4 everything will depend on whether it meets H2 target. If it falls short there should be a good buying opportunity but we won't know probably until the end of the year. | amt | |
27/10/2020 16:05 | amt, I am keeping a fair bit of my portfolio in cash at the moment in case the wider market crashes in these volatile times, otherwise I might already have dabbled in D4t4. There may be a better moment in the short term however I don't think most of us can time the bottom of a dip. If the GHT share price perks up a bit more, that might tempt me in to having a small punt in D4t4. I can always add more later. With every year the GHT foundations seem to me to be getting stronger as is the cash position, so I think the downside risk is pretty limited at the moment. GHT is over 20% of my portfolio, which is high I know, but it does mean that the strength of GHT influences other decisions I might take. | richjp | |
27/10/2020 15:55 | richjp I have held D4t4 for many years, in fact since the days when it was called IS solutions. In the last couple of years it has been a bit scary with very light H1 which meant they needed stonging H2 to hit strong growth target. So far they haven't let me down but I have taken a lot off the table as with Gresham just in case. I am much more confident in D4t4 making me a lot of money vs Gresham but you never know. I am holding onto both at the moment. I see 2 quid max upside on Gresham and 5 quid with D4t4 over say 5 years. D4t4 might not hit the target this time so the shares could plunge for a while in which case I would add. As you say DYOR, I might be completely wrong. I have Bango, SCE, Trackwise and Tandem as my big hopes. | amt | |
27/10/2020 15:12 | When researching the background of our new chairman, I found out that for five years he has also been the chairman of D4t4, a company I am watching but have not yet put any money into. You see I DMOR (Do my own research). Sorry I couldn't resist. I think there are similarities with GHT. It is also a technology company with approximately the same annual revenue and also transitioning to an SaaS model although not quite as far down the road as GHT in that respect. Its share price performance has not been outstanding over the last three years or so as well. I feel that the market does not have much enthusiasm for small cap tech stocks at the moment which is shown by the SPs. However I think the market can rerate such stocks quite rapidly if they come back in to favour or there is some sort of catalyst. The catalyst here could be a final agreement for Brexit and if it is seen as beneficial to the UK financial services sector would be welcome. Even if such a deal is not perfect some clarity (no pun intended) could also be beneficial. So disappointed as I am with the current SP, I am comfortable holding GHT and will keep an eye on D4t4. | richjp | |
27/10/2020 11:35 | Thanks Gottafly. I think I will hold but will not be adding. If Clareti can keep growing at 30 to 40% per annum there is room for upside in the share price. | amt | |
27/10/2020 11:03 | It is difficult to know what to make of this trading update - it seems 'steady as she goes' and you could wonder what is the real point in this trading update since it says very little new. On face value it seems that the 2020 numbers (which will just about be ok in my view) are as forecast/expected (pre Covid) and that 2021 is shaping up ok - hardly trading update subject matter in my view. As is the norm with GHT the numbers quoted seem to change with each announcement. However, the Clareti ARR can be seen to be making some progress having gone from £9.5m in Dec 19, £10.7 in June and £11.9 now - with apparently more expected from further signings this year. So clear progress perhaps but with Inforalgo presumably now posted as Clareti ARR what is the real organic up tick, it could be quite low. As always we will need to see the full years results for the detail to try and understand how things are shaping up. Perhaps the main reason for the update is the size of the Clareti business now coming from ANZ, greater than £4 million ARR in 2021 it would seem which I think would be more than 25%. Conversely, it is somewhat disappointing that there is no announcement or suggestion of another large win, just an expectation of more signings. The share price has shown a small up tick so overall the announcement is seen as (just about) positive. For me, growth (given the quality of the Clareti solution) is still way too modest and that sales and marketing (always a GHT weakness) is yet to deliver. Still the statement - "The Group continues to invest in sales and marketing and expects the Clareti business to continue to grow strongly in FY21 translating into further improvements in Group EBITDA and cash EBITDA" - does provide a positive slant on things. Perhaps the GHT board were becoming concerned that the share price was under valued and that it did not reflect the progress and future prospects of Clareti. As always DYOR. | gottafly | |
27/10/2020 10:49 | Nothing in today's Techmarketview email just received which I find a bit surprising as they usually cover GHT. Tomorrow perhaps? For those that do not know you can subscribe for free to their daily emails. I think the TU is excellent and they have come through the Covid disruption very well. Let us see how the market reacts. | richjp | |
27/10/2020 10:33 | AMT Think you need the Test... Demystifying the CAT: Why Compliance is More Than a Tick Box Exercise Please do your own research as always. | qantas | |
27/10/2020 10:13 | Best way I also use it all the time.... | qantas | |
27/10/2020 09:37 | I just use the filter button in top toolbar if I get fed up with his posts. | crazycanuck | |
27/10/2020 09:15 | please stop the personal stuff guys and focus on the business. | gerihatrick | |
27/10/2020 09:08 | Abbreviated Mental Test (AMT) Get a life it seems to be all about you I I I I | qantas | |
27/10/2020 08:58 | I do find it slightly disturbing that so much is through ANZ, I haven't followed things so closely recently as my holding is much lower than a couple of years ago. I wish they would not just pluck a few numbers which makes is so difficult to see how things are. "in line" doesn't help very much either. | amt | |
27/10/2020 08:49 | my take on the update is that they are going ok and expect new Clareti contracts before the YE. Let's hope so as the ARR for Clareti is the same as announced in July and the CEO has stated that the most relevant KPI is the ARR! I continue to hold | gerihatrick | |
27/10/2020 08:30 | Well let's hope so. | amt | |
27/10/2020 08:23 | They are better than what you would like. Abbreviated Mental Test (AMT) Please do your own research as always | qantas | |
27/10/2020 08:12 | Perhaps you could comment on the numbers, sorry Qantas not Quantas | amt | |
27/10/2020 08:09 | Quantas why paste what we all can read? | amt | |
27/10/2020 07:59 | The Clareti ARR of 11.9 was already announced in the recent acquistion | zipstuck |
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