Iomart Share Discussion Threads

[bclissold] 03/6/2020 10:39

What's going on this doesn't have this many trades?

[2bluelynn] 03/6/2020 10:29

Lovely if a bid came volume massive

[2bluelynn] 03/6/2020 09:57

Massive volume big buy just gone in

[2bluelynn] 13/5/2020 16:40

I'm buying the dips ,great share not effected by C19

[bclissold] 01/5/2020 09:31

This is a very quiet board and company does not put out much in the way of statements . 29 vacancies on website.

[2bluelynn] 30/4/2020 19:51

seems a lot of volume over the last few weeks share rising and good statement saying no C19 will not effect fundamentals but no comments on here . ( might be a positive ) Any thoughts any one ? One of my biggest holdings as in cash at the moment waiting but the fundamentals on IOM seem good Love to get positive and negative thoughts too if any one has any views ? Thanks in advance

[2bluelynn] 16/4/2020 15:50

Nice rise . Chart looking good no impact hardly from C19 as their recent statement so to me a good investment I've topped up .

[dogwalker] 06/4/2020 17:17

OK. Thanks.

[courant] 06/4/2020 16:25

No, it's the opposite actually, but requires different processes, approaches and tools.

[dogwalker] 06/4/2020 10:36

'Cloud' is more vulnerable security-wise. Or is that a myth? Anyway, selling both cloud & then the security for it on top seems a plausible wheeze.

[courant] 06/4/2020 10:17

Lots of value here - the current crises is going to accelerate migration to the cloud (what I'm seeing on the ground working in tech and our company and many customers are already heavy cloud users) and Iomart is very well placed in this market. Plus cyber security, of course.

[farhorizons] 03/4/2020 16:32

It is still very good value as a medium to long term investment.
If it sits around 300p for a bit, it is possible that the long awaited bid may materialise.

[sphere25] 03/4/2020 10:08

Pretty solid statement with minimal impact so far, but with the expected cautionary tones on profit warning statements to follow in due course.

Stock is sat in no man's land at the moment, but I'd rather be a buyer back down around 230 (surprise surprise!) again than the 287 on offer here atm.

[sphere25] 24/3/2020 14:21

Wow. Wooosh!

Stock has gone from 225 to near 300 now in a flash. I think long term might now be short term :-D

Oversold bear bounces were due!

[sphere25] 21/3/2020 10:50

There is definitely more doom and gloom to come and the US is trending down looking like it is headed for further lows and the eventual death plunge that causes the capitulation to allow a bottoming process to be formed.The bulk of the gloom and contract cancellations will already be in the price. A lot of companies are now rallying on warnings and even the likes of grossly indebted companies like CINE or others like BOWL have rallied on venue closure news.This virus isn't the end of the world and it is a short term temporary thing imo. However, there is likely further downside as the government could effectively keep the economy in lockdown for many months.So ultimately, the risk still looms large (not in denial here) but the beatdowns here and out there have been absolutely brutal and the bulk ofn the carnage has been done imo.

[onjohn] 20/3/2020 22:46

can see contracts delayed like in the finncial sector they have done twice before and this could halve

[sphere25] 20/3/2020 10:21

Nibbled a few here. The world has gone bonkers, but that means the sales are well and truly on. Average into the good quality companies and those buying on these panic moves down will be the longer term winners with immense returns.All imo DYOR

[2bluelynn] 13/2/2020 18:06

Great to see it break four pound ,let's hope it holds . 52 week high also

[costax1654x] 09/1/2020 11:29

Anyone noticed ORM ?Gold asset in Salamanca and 5 mil £ Cash,no debts, for 3 mil mcap!

[rivaldo] 27/11/2019 08:36

Had a change of heart and sold.

Finncap have reduced their estimates for this and next year to 18p and 19.2p EPS.

It's trading on quite an expensive P/E, and there doesn't appear to be a catalyst for a re-rating for a while yet.

There may be another acquisition, but you can't hold shares on that rather speculative basis.

On the other hand, without a catalyst the share price may drift down to 300p-320p, which would offer better value.

This was only an exploratory holding anyway, so I'll sit on the sidelines and wait for a while.

[rivaldo] 27/11/2019 07:33

A reasonable set of interims today. Revenues are up nicely, contract wins and cloud growth mean H2 looks good, the dividend is up and there's much confidence going forward. Adjusted EPS was down slightly, but this was due to increased investment costs written off which will come to fruition later, and IOM had already flagged an H2 weighting.

The huge recurring income and growth in the cloud mean that this remains a hold for me, but I'll top up if there's an opportunity at the right price.

[rivaldo] 29/10/2019 09:32

Nice mention for IOM here in this review of global ICT investment:



"Global ICT Investment in Government Market: Market Potential

A number of tech firms around the world have already become a key part of e-governance by bagging profitable and long-term contracts with national and regional governments. Recent examples for this are the contracts awarded to Edge Testing Solutions, Iomart, and eCom Scotland, for being a part of the government ICT framework."

[modform] 24/10/2019 23:59

I think they were caused by fat fingers , MM put them through at the wrong price. They will be corrected at some stage , we will see tomorrow