Ncc Share Discussion Threads

[dealy] 22/6/2023 07:57

Don't forget that the market cap has fallen from over a billion to just 300m. Companies like this cannot be created out of thin air. This is also a takeover target

[rimau1] 22/6/2023 07:39

Positive - outlook/conditions stabilised
Neutral - forecast is now at the bottom of the range given in march at £28m op profit
Additional Restructuring costs in 2024
Negative - deferred decision on Resilience until later in the year/ expectation i think was for a sale

All IMO!

[dealy] 22/6/2023 07:06

excellent update. nothing to worry about here

[blackhorse23] 22/6/2023 00:54

https://www.business-live.co.uk/technology/profit-warning-issued-global-cyber-26599900.amp

[epistrophy] 20/6/2023 14:01

Decent summary of the situation from Odyssean (page 9)


IMO it's comparable to a company like Accenture, which trades at 3x EV/sales...

[blackhorse23] 20/6/2023 13:44

I think it will drop on results day because group lost major North America clients & also loss of revenues around 20%

[lizard370] 19/6/2023 18:07

Agreed- trading statement and update this Thursday, hopefully positive news to give this share a boost after disastrous fall………

[epistrophy] 19/6/2023 10:15

They just need to announce an AI strategy.

[dealy] 16/6/2023 13:07

Darktrace has risen 25% over the last weeks. would expect to see some recovery in NCC

[blackhorse23] 08/6/2023 23:11

Added Cury today

[blackhorse23] 05/6/2023 15:40

Added 888 holdings today

[eezymunny] 04/6/2023 17:18

Come on dealy, start doing some basic research and stop posting rubbish.

Segmental analysis H1 2023 (revenue)

Assurance (cyber-security)

£m 145.0


Software resilience (escrow)

£m 31.6


Their main focus is very clearly not escrow. They may come to wish it was!

[dealy] 03/6/2023 12:09

well certainly all my dealings with NCC have been on the escrow side. they seem to be European leader there and it's a very sticky business

[eezymunny] 02/6/2023 17:10

"their main focus is software escrow".

That´s simply not true, dealy.

[dealy] 02/6/2023 12:20

their main focus is software escrow, but of take your point, business is tough and over supplied

[dealy] 02/6/2023 10:49

this has truly been forgotten. you would be forgiven for thinking that it wasn't in the tech industry

[blackhorse23] 01/6/2023 21:39

Switched to HARL , likely drop below 70p

[alancapone] 18/5/2023 23:20

Told you 70p was coming.

[blackhorse23] 17/5/2023 11:46

Added HARL today

[seanyboy] 05/5/2023 16:31

Absolute takeover material even if having been as low as 60p recently but it should not be the main reason for investing - a little ace in the hole if you like

[boadicea] 05/5/2023 14:54

This seems to have entered a slow but steady creep up towards a more sensible valuation. The question is whether it can do so soon enough to prevent falling victim to a takeover.

[alancapone] 03/5/2023 16:39

70p incoming.

[blackhorse23] 26/4/2023 10:26

Bought GATC & 888 today