Share Name Share Symbol Market Type Share ISIN Share Description
Iomart Group LSE:IOM London Ordinary Share GB0004281639 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +7.25p +2.10% 353.25p 349.50p 354.00p 355.00p 344.75p 350.00p 63,431 16:35:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 89.6 14.7 11.3 31.3 380.24

Iomart Share Discussion Threads

Showing 2701 to 2724 of 2725 messages
Chat Pages: 109  108  107  106  105  104  103  102  101  100  99  98  Older
DateSubjectAuthorDiscuss
01/11/2017
08:37
Cheers SoundBuy - here's a link to that new 405p target price: Http://investing.thisismoney.co.uk/broker-views/
rivaldo
01/11/2017
07:48
Peel Hunt raise Iomart Group PLC IOM Peel Hunt Buy 354.75 354.75 Old PT 388.00 New PT 405.00 Reiterates
soundbuy
28/10/2017
11:42
Anyone know of a site that gives daily brokers forecast (free.) puhlease.
petewy
25/10/2017
07:05
iomart Group plc (AIM:IOM), the cloud computing company, expects to report half yearly results for the six months ended 30 September 2017 on Tuesday, 5 December 2017.
aishah
23/10/2017
08:18
Growth and now a dividend!!!!
top tips
15/10/2017
10:17
Latest Techinvest says continue to buy.
aishah
12/10/2017
08:11
Indeed Mas :o)) My entry here's been unusually well timed! Hopefully a lot more still to come.
rivaldo
12/10/2017
07:16
The rise continues - fancy seeing you here Riv :-)
masurenguy
11/10/2017
11:19
Nice surge to new highs.
rivaldo
10/10/2017
20:16
Ditto, thanks.
gargoyle2
10/10/2017
11:33
thanks SoundBuy
robow
10/10/2017
11:15
Excellent summary from Panmure (above) of Iomart's attractions...............
soundbuy
10/10/2017
11:10
Panmure (HT FT AV) While iomart’s share price is roughly where it was in 2013, it has since then doubled revenue and profits through a combination of organic growth and bolt-on acquisitions. Including potential future acquisitions (not in forecasts), we think it should maintain mid-teens growth in revenue and EBITDA consistent with the past few years making the shares attractively priced at 9.4x FY’18 EBITDA. This compares to other UK Technology midcaps at 16.0x on the same expectation of 15% EBITDA growth p.a. We initiate with a buy rating and price target of 430p.  Competitive threats overblown: Our checks in the industry confirm that iomart has an established role to play in the cloud computing market segment, which has recently been dominated by hyperscale public cloud vendors Amazon (AWS), Microsoft (Azure) and Google (GCP). This is echoed by public cloud provider’s offerings in the marketplace which are more tailored to larger companies.  Share price roughly the same despite the company doubling in size: Despite the share price being only slightly higher than it was four years ago, iomart has doubled revenue and profits (both pre-and-post tax) and seems to have settled into a consistent level of high single digit organic growth, complemented by acquisitions.  High quality revenue and a potential acquisition target: While we think iomart could grow faster if it wanted to, it only takes business where it can add the most value which thereby keeps its margins high. Now that the company is tipping the £100m mark in revenue, we think it could become more attractive to a private equity buyer.  Increasing asset efficiency and cash generation: Since FY’14A, the amount of capex it spends has been decreasing as a portion of revenue as it gets more out of its datacentre assets with a focus on higher quality revenue and has also produced increases in free cash flow.  Compelling valuation: With 90%+ recurring revenue, c40% EBITDA margins, expected growth in the mid-teens, a 7.5% maintenance FCF yield and a 2.0% dividend yield we think iomart's shares are attractively valued at 9.4x EBITDA. Our initial price target of 430p equates to 12x FY’18 EV/EBITDA and is supported by discounted cash flow analysis and a comparable company analysis. Our valuation does not include the value of potential future acquisitions and we therefore feel it is conservative.
soundbuy
10/10/2017
11:07
N+1 (HT FT AV) recent note on update 'iomart issued a positive pre-close trading update indicating it continues to perform well and is trading in-line with expectations. We are making no changes to our forecasts. The group indicated that it intends to pay a maiden interim dividend this financial year. We recently upgraded iomart to a Buy as we believe its 8.8x Mar’18 EV/EBITDA under values its revenue growth (20% CAGR last 5 years), profitability (EBITDA CAGR of 22% and PBT margins of 24-26%) and cash flow generation (over last 5 years, average operating cash conversion of 97%). Today’s update shows continued solid execution and we re-iterate our positive stance with a 388p TP.'
soundbuy
10/10/2017
08:40
Twitter Panmure Gordon & Co‏ @PanmureGordon 30m30 minutes ago .@iomart has outgrown its valuation & deserves a re-rating, writes our #Tech analyst, Peter McNally, in an initiation note today $IOM #cloud Wouldn't mind a butchers......
soundbuy
10/10/2017
07:48
Panmure Gordon have today initiated coverage of IOM with a Buy and a 430p target....
rivaldo
06/10/2017
08:17
GLASGOW, Scotland, October 6, 2017 /PRNewswire/ -- iomart company Cristie Data has won a five year contract with Stone King LLP to help the national law firm transform the way it protects its data. Cristie Data will provide Disaster Recovery as a Service (DRaaS) and managed cloud backup to Stone King, enabling the specialist law firm to provide a continuous and high level of service to its valued clients. http://uk.advfn.com/stock-market/london/IOM/share-news/Award-Winning-National-Law-Firm-Selects-Cristie-Da/75809051?adw=1126416
soundbuy
06/10/2017
07:53
Few yrs here too - top 3 holding.. Finncap reads well.......
soundbuy
06/10/2017
07:45
Nice one nurdin. Good to see others doing long-term investing :o)) The Naked Trader bought more IOM per last night's report, so could see some more buying interest here from his followers: "What's not to love about Iomart? (IOM). It just gradually goes up and made me a packet. And after this week's trading statement I struggle for a reason not to buy more. I couldn't find one. This cloud computing outfit does everything right. The growth keeps coming and its recent acquisition is bedding in well. To reward shareholders the company has nearly doubled the dividend. It says cash generation is high. And it has been bid for before, now I think we would be looking at 450p!"
rivaldo
05/10/2017
12:50
High Riv..just checked my trading history here My first purchase was on 14/12/09 at 45.7p -sold the lot on 1 june 2011 @88.25p -bought back half on 22 june 2011 @102p...and have held them since. So not quite 8 years but near enough on my original purchase.
nurdin
05/10/2017
12:40
I've been here for a good while too. First bought at 187p
robow
04/10/2017
22:17
New highs now. No probs nurdin. Great to see long-term investing paying off - what did you first buy at if you don't mind me asking?
rivaldo
04/10/2017
11:15
Cheers Riv...a great write up there by Finncap. Have held IOM for more than 8 years and it has served me extremely well in that time.Think I will add more now that the landscape for their business is changing quite radically now imo
nurdin
04/10/2017
11:03
FYI this is what Finncap had to say after the trading update - "unfathomably cheap", with a 400p target: "Interim trading update – on track iomart has once again reiterated the high levels of visibility in the model with a trading update for the interim period to 30 September, confirming performance is in line with expectations. As ever, continuing operations are boosted by appropriate acquisitions to fill in territorial or skill set gaps in the model with the May acquisition of Dediserve, while the underlying business remains predictably strong – the level of recurring revenue (85%+) meaning differences from expectations are only ever low single digit % if at all. The dividend is now to be split between interim and final payments, otherwise there are no changes to expectations in a tightly managed consensus range. As a champion of hybrid cloud delivery, all scales of business from SME to enterprise are now moving elements of operations to a mix of private and public cloud, and iomart has positioned itself excellently in a market of relentless demand where reputation and scale of service delivery are vital. Target 400p reiterated, the stock being unfathomably cheap despite its standout quality, with a free cash flow yield of 4.9% rising to 6.9%, and EV/EBITDA of only 8.3x – despite the best adjusted PBT margins in the sector."
rivaldo
Chat Pages: 109  108  107  106  105  104  103  102  101  100  99  98  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:43 V: D:20171122 05:18:15