Iomart Share Discussion Threads

[mechanical trader] 17/10/2012 10:49

Excelent update GERRI-C. thankyou.

[gerri-c] 17/10/2012 10:26

Oh, and it is worth watching the video (link provided in the article):

[gerri-c] 17/10/2012 10:12

Affirming their commitment to growth.....
iomart Group Makes Multi-million Pound Investment in Data Centre Fibre Network



..."Angus MacSween added: "This will significantly increase our current capacity and national reach, ensuring that we can provide customers with unlimited bandwidth and greater reliability and security, increasing their capability and potential to grow."...

[mechanical trader] 16/10/2012 08:39

Full deck of BUY recommendations

Forward P/E of 20 to 2014
but this is ground breaking new Tech.....

Iomart Group PLC

FORECASTS WIRES 2013 2014
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Peel Hunt [A]
12-10-12 BUY 10.40 7.67 1.20 12.80 9.48 1.50
Milkstone Ltd [A]
05-10-12 BUY 10.00 7.50 1.20 12.60 9.50 1.50
N+1 Singer [A]
04-10-12 BUY 9.90 7.20 1.10 12.60 9.10 1.30
Daniel Stewart
01-10-12 UREV
FinnCap
27-09-12 BUY 10.50 7.80 1.20 12.90 9.60 1.50
Canaccord Genuity Ltd
27-09-12 BUY 10.30 8.00 1.13 13.00 10.10 1.35
Nomura Code [A]
28-08-12 BUY 9.70 7.40 1.00 12.70 9.70 1.50

2013 2014
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Consensus 10.40 7.90 1.16 12.95 9.85 1.42
1 Month Change 0.50 0.49 0.04 0.40 0.46 0.03
3 Month Change 1.00 0.58 0.02 1.60 1.31 0.05

Notes to forecasts
(27 Sep 2012) A flag refers to outlook


GROWTH
2012 (A) 2013 (E) 2014 (E)
Norm. EPS 108.79% 24.29% 24.68%
DPS 62.50% 79.23% 22.32%

INVESTMENT RATIOS
2012 (A) 2013 (E) 2014 (E)

EBITDA £11.08m £15.95m £19.50m
EBIT £6.33m £9.00m £11.90m
Dividend Yield 0.32% 0.57% 0.70%
Dividend Cover 9.78x 6.78x 6.91x
PER 32.10x 25.82x 20.71x
PEG 0.30f 1.06f 0.84f
Net Asset Value PS 13.82p p p

[mechanical trader] 12/10/2012 14:45

Having another go at a
breakout.

[baynet] 12/10/2012 07:14

Think of template ....out of the box ...everyone gets the same solution ... Not customised for their needs

[melody9999] 11/10/2012 23:49

Someone explain 'cookie cutter' for me !

[mechanical trader] 05/10/2012 16:08

IOM IOMART GROUP

What makes the iomart Group different?

The managed services market is experiencing growth. Cloud and hosting markets are poised to get very big. At $20.3 billion in 2009 cloud hosting/computing markets are anticipated to reach $100.4 billion by 2016. Applications and infrastructure markets are coming together to make information technology delivery a utility, with on demand systems able to scale to meet the needs of users with those users paying for the flexible capacity they use.

Virtualisation, for example, offers the potential for reducing overall IT footprint but its successful implementation requires skill sets and operational management that are not easily found.

Angus MacSween, CEO iomart Group, states: "From a supplier viewpoint, the market is increasingly seeking a collaborative/partner model rather than the traditional 'cookie cutter' approach. If a customer is effectively placing its entire core business in the hands of a third party they will demand more than a standard template service agreement."

"Trust will become the vital USP for any managed and cloud hosting provider, and that provider will be expected to demonstrate core and proven competencies in the hosting market."

"A complete 'one source' managed hosting service is very different to what's on offer from other data centre facility (space and power only) and hosting providers (lease their data centre space from third parties) which places iomart in a very strong position in the market."

The iomart Group is well placed to capitalise in this growing market as it is unique amongst smaller niche managed hosting companies in that it combines over a decade's worth of hosting experience with its own data centre and network infrastructure, employs its own dedicated technical and development staff, and is therefore able to deliver and manage the complete set of vertical components in the hosting arena from domain names to cloud computing via a range of premium brands. In other words, the iomart Group can offer its clients total accountability and assurance.

The Group is proud to stand behind its pledge of delivering 100% business uptime to its customers, a pledge that it can offer because it owns and manages the entire customer experience. For all of us working within the Group it is more than a marketing slogan, it is at the heart of everything we do.

[mechanical trader] 05/10/2012 09:01

Turned positive having another
crack at the 200p share price resistance.

[mechanical trader] 05/10/2012 08:19

BBC TV's Dragons' Den winners park online business with iomart Hosting

[mechanical trader] 05/10/2012 08:16

IOM IOMART

Brokers certainly like this one and
looking at its historical P/E compared
to forward P/E you can see it has much
futher to run.

Forward P/E being just 20.2 compared to
historical P/E norm of 31.4

CHEAP imo....

Iomart Group PLC

FORECASTS 2013 2014
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Peel Hunt [A]
03-10-12 BUY 10.40 7.67 1.20 12.80 9.48 1.50
Daniel Stewart
01-10-12 UREV
Singer Capital Markets Ltd [A]
28-09-12 BUY 9.90 7.20 1.10 12.60 9.10 1.30
Milkstone Ltd [A]
28-09-12 BUY 10.00 7.50 1.20 12.60 9.50 1.50
FinnCap
27-09-12 BUY 10.50 7.80 1.20 12.90 9.60 1.50
Canaccord Genuity Ltd
27-09-12 BUY 10.30 8.00 1.13 13.00 10.10 1.35
Nomura Code [A]
28-08-12 BUY 9.70 7.40 1.00 12.70 9.70 1.50

2013 2014
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Consensus 10.40 7.90 1.16 12.95 9.85 1.42
1 Month Change 0.50 0.49 0.04 0.40 0.46 0.03
3 Month Change 1.04 0.48 0.02 1.62 1.32 0.08

Notes to forecasts
(27 Sep 2012) A flag refers to outlook


GROWTH
2012 (A) 2013 (E) 2014 (E)
Norm. EPS 108.79% 24.29% 24.68%
DPS 62.50% 79.23% 22.32%

INVESTMENT RATIOS
2012 (A) 2013 (E) 2014 (E)

EBITDA £11.08m £15.95m £19.50m
EBIT £6.33m £9.00m £11.90m
Dividend Yield 0.32% 0.58% 0.71%
Dividend Cover 9.78x 6.78x 6.91x
PER 31.43x 25.28x 20.28x
PEG 0.29f 1.04f 0.82f
Net Asset Value PS 13.82p p p

[georgeg2] 04/10/2012 15:39

It's such a shame, but I'm happy to sit on these for the long term.

[mechanical trader] 04/10/2012 14:57

Speculators selling out.

Taking the cream off the top.

[matt123d] 04/10/2012 10:43

Right at the top of the channel here and at the 200p level so expect some supply, taken some off the table.

[gerri-c] 04/10/2012 10:12

Re Naked Trader: as stated earlier, some people have been a tad slow on the uptake ;-)

[frreeves] 03/10/2012 17:26

iom tipped today by Rabbie Burns,aka naked trader,hence boost at 16.15

[nurdin] 03/10/2012 16:25

Indeed :o))

[horizon10] 03/10/2012 15:45

Probably got this level somewhat sooner than anticipated.
Another acquisition before the end of the year would help to consoildate above the £2 mark.

[gconvery] 03/10/2012 15:17

Delightfully quiet on here though....lets see if we can get through 200p

[vasilis] 03/10/2012 14:33

As today's RNs shows, Liontrust have increased their holding by 2.35m shares to now hold just under 6% of the total equity.

Liontrust fund managers put their own money into their funds which no doubt sharpens the quality of research -

The market is clearly taking note today!

[nurdin] 03/10/2012 13:23

still creeping up :o)

[matt123d] 02/10/2012 17:24

All time high close on 4.8M traded (average daily volume over the past year is 200k!)

Looking good for 200p now.

[vasilis] 02/10/2012 11:41

The RNS of 27 September has stated that earnings are expected to be ahead of expectations so those forecasts are all now behind the curve.

What will now drive the share price will be a re-appraisal of future earnings - especially after results are released in November. Meanwhile one or two Instis will no doubt also issue new guidance once they have 'done their shopping' for a few more blocks of shares as they are doing today and we will soon know who they are when the appropriate RNSs are no doubt issued in the next few days.

[nfs] 02/10/2012 11:23

Ok thanks,April may seems to have been the time ti buy in!
I think those eps numbers of around 7.6 pence look light to me,a pe of 25 looks very heavy