||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Iomart Share Discussion Threads
Showing 2626 to 2648 of 2650 messages
|Overpriced, growth slowing high very high p.e, can't see the attraction.|
|I gave it a once over Sonic and gave a rating of 7 out of 10. I would be prepared to hold any share that was 6 or over. Not sure why you called me though.|
|It's roll out Roydyor time.|
|Great to see a Robow who understands the company and what it is doing and indeed has been doing steadily since 2008. Having sold a lot @ c 300p to reduce my overweight investment position, I am happy to sit out the next couple of years which will surely see something pretty solid and even spectacular.|
|from Shares magazine
More organic growth at an accelerating pace is the key takeaway for Shares from what is another reliably fine pre-close trading update for Iomart (IOM:AIM) (31 Mar). The company pulled off 17% headline revenue growth, which translates into rough high-single digits on an underlying basis.
Shared hosting arm Easyspace is also back on the growth path, putting up 9% organic expansion, a solid bounce after a period of decline.
The resulting free cash flow (FCF) growth provides justification for its capital deployment strategy of bolting on small, value-adding acquisitions while maintaining infrastructure investment so kit remains at the cutting edge.
It also gives confidence that Iomart’s decision to lift the dividend payout ratio upper cap from 25% to 40% of adjusted diluted earnings is more than merely playing to the cheap seats. We see the move as a real attempt to satisfy shareholder demands regardless of income or capital growth objectives. A ‘pick-and-shovel cloud play’ is how one analyst describes the company. We completely agree and it remains one of the best ways to invest in the wider cloud story on the UK market.
Even at 360p the implied forward earnings multiple of 18.9 would still not be too demanding. Firmly a buy. (SF)|
|Moving to a 40% payout ration seems to have been ignored by the market.|
|Cant understand this fall...nothing wrong with the statement today
Edit : I see the reason.Pretax marginally below expectations of £23.5m|
|Steady as she goes....|
|Yes out today.An excellent update with substantial uplift in planned dividend payouts.
40% of adjusted diluted eps compared to 25% previously.|
|Is there a pre close trading statement due|
|A seller around of late which hasn't helped.......|
|General economic conditions are putting a break on here. We have a problem getting and staying above 310p., but when that level forms a support, and given business flows nicely, as it should in the area Iomart are in, then we should be able to look forward to a longer term growth trend. The dividend is low but well covered, suggesting the company is holding cash for growth, so barring unforeseens, I'm happy to keep holding and on a drop to 275p (which I do not actually see, but it may happen if a larger holder sells a chunk), I'd top-up.|
|That rec helped then ............doh|
|Revealed: The four best AIM shares for your 2017 ISA
27 FEB 2017
Graham Spooner, investment research analyst at The Share Centre has revealed his top AIM shares for inclusion in an ISA this year
Iomart 1 of his 4|
|a tentative break on the cards?|
|Oh and this is on BritishBulls dot com worthA note and techs are looking good too Market Outlook Let's jump on our white horses and go for a bullish ride. The bullish pattern that was previously identified is finally confirmed and a BUY signal is generated. The market is telling you about a new profit. Do not miss this bullish opportunity. more...|
|If 3.10 cracks we are off|
|GoDaddy buying Host Europe for €1.6bn. Host Europe had a couple of cracks at acquiring Iomart in the past.......pretty acquisitive......|
Solid H1 from iomart
H1 results from iomart are solid with the company turning in organic growth in the 8-9% range. Overall growth (i.e. including acquisitions) was 16% to £42m. Indeed, the purchases continued in the period with the acquisition of Cristie Data Ltd, a Stroud based data storage, backup and virtualisation solutions provider.
Adjusted EBITDA margin was squeezed slightly from 42.6% to 41.8%, partly due to the charges being levied by the cloud providers with which it partners.
The top line growth in the cloud business is holding very steady at around the 10% mark (to £35m). Interestingly, we observe that the company is shifting from its ‘natural habitat’ in hosting towards the types of services that ready organisations for a shift to the cloud - and then migrate the applications. The SystemsUp acquisition is of course additional evidence of this. It’s an important move as it opens up potential for larger hosting contracts. Of course, many other providers are also chasing the services opportunities associated with cloud migration so creating differentiation is challenging. Often it comes down to skills, experience and reference cases, and how those can be applied to strong customer relationships.
We don’t expect to see any surprises in H2 in terms of performance, but could well see more cloud consulting revenue as that part of the business builds.|
|Aye, well on track.....hopefully onwards and upwards......|
|sp should get a boost this morning|