Iomart Share Discussion Threads

[dogwalker] 06/10/2022 21:31

It's as advertised though - tomorrow.

[bunlop] 06/10/2022 19:13

Trading update has been on 1st October for the last three years. This year it is late.

[gopher] 14/6/2022 08:52

Nothing very new in these results except for the departure of the chairman.I noted they are now working with Microsoft on Azure. I may be missing something but surely this puts the sustainability of their own cloud offerings in question longer term making overall growth less likely.Sell first ask questions later is the mantra in these markets.

[dogwalker] 16/5/2022 15:27

Today trying to break up from the share price declining trend starting from a year ago. Perhaps.

[matthew palmer] 07/5/2022 14:35

Anyone on TECHINVEST, I am wanting to form a group of similar minded people to discuss its views etc and information.

Click my name and send a message.

[indiestu] 14/1/2022 09:12

OUTLOOK-- High degree of confidence in achieving results in line with the Board's expectations and executing against the Group's five-year growth strategy-- The launch of the enhanced set of product offering, coupled with a clearly defined brand and targeted go to market capability has provided for a positive sales environment to deliver future growth

[r2oo] 12/1/2022 22:38

Some decent purchases late in the day today.

[km18] 13/12/2021 14:26

Iomart Group is involved in the management of cloud services and development of Easyspace to offer a range of products to the micro and SME markets. Subsequently, infrastructure solutions are provided to small companies to assist them with data protection issues and e-commerce awareness. These plausible initiatives were incorporated into the firm’s valuation, where P/S ratio was 1.63, slightly higher than the industry benchmark of 1.16. As a result, a robust dividend yield of 4.01% was derived, higher than the industry threshold of 3.20%, signifying that market participants could enhance the value of their portfolio by investing in Iomart Group, with respect to its peers. This evidence is supported and explained by Iomart’s P/FCF ratio of 8.6, higher than IT industry P/FCF ratio of 3.4, which in turn signifies that Iomart Group financed its operations and investing activities more effectively than its competitors operating in the Information Technology industry.



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[r2oo] 10/12/2021 08:46

The concern for the share price is that forward PE is still over 20 which is a bit strong for a company who's earnings are predicted to go down and and then flatten over the next three years! According to estimates.

[knigel] 10/12/2021 08:30

Agree - barring any more nasty surprises - the share price should gradually move back upwards from this low point but I am not expecting it to happen overnight gla

[r2oo] 10/12/2021 08:21

We'll the share price hasn't reacted much to that earnings report, must have already been widely priced in then?

[dogwalker] 08/12/2021 08:39

Or 'staging a recovery' of sorts.

[knigel] 08/12/2021 08:26

Seems to be re-rating ..

[gopher] 07/12/2021 15:10

They can't really use their own equity so that revolving credit facility may be useful. Organic growth is great but sometimes buy-in is good also

[bubbabubbabubba] 07/12/2021 11:27

Maybe they will aquire SYS group they said to be looking at targets in the 10-20m revenue range in an interview

[gopher] 07/12/2021 10:03

I agree that are results in line with lowered expectations and with a share price already lowered these results seem to set a baseline for the refreshed strategy.One to keep a close watch on as cheap if strategy comes to fruition.

[bubbabubbabubba] 07/12/2021 09:38

I mean if they want to take the growth approach they need to shore up as much cash as possible, they might cut it completelyIt's better that way because they can grow via internal cash flows rather than issue shares which would dilute the current holders which isn't really what I want hahaI Like their links with Microsoft could be a really good partnership

[knigel] 07/12/2021 08:56

The only part of the results I don’t like is the dividend cut - not really necessary and maintaining it would have been a good signal (Broker note from Fincapp and 325p target according to another BB website)

[bubbabubbabubba] 07/12/2021 07:57

Looks good but this is the AIM Free cash flow 6 monthly went up

[taras73] 07/12/2021 07:49

I think the results are pretty much in line with “lowered”; expectations the management warned about two months ago. So hopefully the market had digested that old news already?