Gvc Share Discussion Threads

[timanglin] 20/9/2016 19:27

Yes, this has been an interesting journey. I have kept faith with Kenny and it has paid off. However GVC, with 20 offices, a ftse 250 listing, 70 percent regulated, is completely different investment. In retrospect I can't believe I put every spare penny I owned into the old GVC over 7 years ago.

[foot in mouth] 20/9/2016 19:27

Nice update. I am still quids in. Held these for a while now. I think we'll breach a tenner in the not to distant future.

[coxsmn] 20/9/2016 19:10

Cost synergy savings higher than expected, performance at top end, dividend to be restored next year and a new finance director from Wonga! Stunning performance.

[mylands] 20/9/2016 18:36

Maddox, Mathisvale and Cueball. Names from the past!

It's great to have so many who have shared this incredible, once in a lifetime journey.

Well done to us all!!

[diviincomesearch] 20/9/2016 18:25

Fantastic day once again. Rarely do our earnings disappoint. Lots of analysts seem to be finally waking up to the fact our P/E rating compared to the others has always been stupendously cheap. Its a great feeling to be vindicated that my initial understanding was that it was always undervalued (like many of the PIs on here who'd discovered this and got in well before I did).

Interesting to see where we go from here. The main thing I notice when our results are published, is that the share price never reacts instantly like many of the larger shares when they have an earnings beat/miss. To me that signals that many, many investors are just waking up to the fact that GVC is one to have.

[festario] 20/9/2016 18:09

Ha ha ... Cueball..... Ha ha ha...... Ho ho ho....

[cheshiremoggie] 20/9/2016 17:58

What a great day!

The second best gain in £ of my 20 years stock investing.

The great thing is that there should be lots more to come...
Here is a quote from KA in February :

“What we want to do is keep growing it. My ambition is to get ourselves into the FTSE 250 and quite frankly to get into the FTSE 100 pretty quickly after that.”

I wonder what Cueball would have to say about all this? !!

CM.

[plasybryn] 20/9/2016 17:51

Could this go on to be another ASOS or similar?

[crazycoops] 20/9/2016 16:39

Not a bad day's rise! Festario, I definitely owe you a beer for opening my eyes to the investment case for GVC. It is now my largest holding and not one I would have had the conviction to go so big on without the additional info you provided 12-18 months ago.

[festario] 20/9/2016 16:36

I can only imagine what that means on paper financially for you Mylands, I know what it means for me..... and I know you were in even heavier and earlier than me!I wonder how Maddox and Mathisvale are these days?

[plasybryn] 20/9/2016 16:36

What a day. I didn't expect it to be so positive.
I wish I had added more last week.
The webcast all sounds very positive.
Seems the technology is very stable & strong.
Great position to achieve growth going forward.
Here's to reinstatement of the dividend.

[mylands] 20/9/2016 16:30

At the bell we hit up 50p!

[this_is_me] 20/9/2016 16:17

That is Me now doubled my money here. I'm sure others have done much better.

[mylands] 20/9/2016 16:14

Yes, but look who is having the last laugh now.

[mylands] 20/9/2016 16:12

Ha Ha indeed!

[festario] 20/9/2016 16:09

Just for a laugh, after such a stellar day, you watch we'll have a UT around 715p, and red. Ha ha.

[mylands] 20/9/2016 16:07

What a day! Up 6.6% and looking to go higher.

Sterling suffering another bout of weakness and back below the psychological $1.30/£ level and below 1.16Euro/£.

[festario] 20/9/2016 15:45

SRpactive, I hoped for that or more, but based on the quadrupled shares in issue, compared to the EPS forecasts, I have concluded that the dividend in £££ will be about 35% below what it was, in 2017

[cheshiremoggie] 20/9/2016 15:44

srp - I think you will be very disappointed.

Personally I'm hoping for annualised 30p , but expect 25p or around 3% - if we are around £8 mid year.

GVC are going to want to play it conservatively to allow for a continuous stream of dividend upgrades - thats what I would do but will KA?

I'd be pretty happy with 30p divs and a doubling of the share price in the last year.

Nice.

CM.

[srpactive] 20/9/2016 15:42

GC

I try to keep growth and income apart, this paid
50p dividend when it was valued at around 100p.

I know exactly what you mean though.

regards

active

[sogoesit] 20/9/2016 15:40

loganair's quote from here (free if you register):



Forecasts:
2016
EPS (dil) 31.3ec
DPS: 0
P/E: 27

2017
EPS 56.2ec
DPS:25 - Yield 3.0%
P/E:15

[garycook] 20/9/2016 15:39

srp,Latest forecast 25 cents or 21.50p.Was 3.1% now 2.8%.Also hoping for more if possible.But we have already had our Dividend this year in growth and next year,s,in this years capital increase.

[srpactive] 20/9/2016 15:30

Well I would hope, similar amount in pounds as before bwin purchase.

dyor