Ncc Share Discussion Threads

[a2584728] 16/6/2017 11:14

The gravity of the numbers and report is clearly being understood

[rivaldo] 16/6/2017 08:45

RNS yesterday confirms prelims will be out on 18th July, along with the results of the strategic review.

The April trading update confirmed trading was in line with revised expectations to 31st March, and given that yesterday's RNS would have had to note if anything had changed we can conclude that trading continued to be in line up to the 31st May year end.

[a2584728] 07/6/2017 14:55

Ready for its next run up I think

[panic investor] 05/6/2017 13:45

soundbites as usual !

[welsheagle] 05/6/2017 13:45

Expected a gain today, after Theresa May's speech about cybersecurity

[rivaldo] 02/6/2017 07:21

Good to see the head of private client investment management at Thomas Miller Investments tipping NCC:



"1 Jun 2017

Andrew Herberts, head of private client investment management at Thomas Miller Investments, has revealed the UK small cap share that offers an opportunity for investors to access fast growing sectors of the technology market.

The stock in question is NCC Group.

He commented, ‘NCC Group is a rare opportunity to get exposure to online and software security through its Assurance and Escrow Divisions. Through recent acquisition, it now offers a service proposition combining consultancy, managed services and products. With cyber-security becoming a higher and higher management priority, Assurance should see significant top line growth. M&A has been NCC’s Achilles heel. It grew quickly organically and then began to round out its proposition through a slew of acquisitions. These purchases and the attempts to integrate them showed weaknesses in its management control systems and processes which led to weak updates in November and February and a total stock price fall of over 70 per cent. While it has rallied 50 per cent since, it is still less than half its high of 367p achieved in September 2016 and trades on 20 (times) 2018 earnings estimates.’

NCC Group has a market cap of £472 million, and has a current dividend yield of 2.8 per cent. For the year to the end of May 2016, the company posted a profit of £9.4 million on a turnover of £209 million

It is a curious feature of this company that despite turnover being more than double that of five years ago, the profit number has halved."

[sharw] 01/6/2017 16:07

...and the sellers of over 3million yesterday don't think so. The figure you refer to is the uncrossing trade for the closing auction.

[robtiger1] 01/6/2017 14:17

the purchaser of over 3million yesterday thinks so

[thegreatwhite] 01/6/2017 13:44

Are we going to break the 172 barrier?

[boadicea] 31/5/2017 13:15

Did BA engage consultants (hopefully not NCC) to advise on their IT set-up and if so, who were they and was their advice taken or ignored?

[seans66] 26/5/2017 14:57

Downtrend in last week yes, but uptrend over last 3 months...

[staylow2] 26/5/2017 12:09

Adding more in a down trend?

[a2584728] 26/5/2017 08:02

Adding more.

[boadicea] 24/5/2017 18:35

With a good size short position this share now stands exposed to possible spurious negative comment from little known outfits such as Spotlight research. Their aim would be to bust the ~120p support level and trigger a deluge of stop losses to cash in their shorts.
So watch out for your stop-loss settings - I would rather put in few limit buy orders at around that level and hope to get a super bargain (as well as shooting the shorters fox).

[staylow2] 24/5/2017 17:39

Hmm, supports a fairway down now..

[sharw] 23/5/2017 19:57

seans66 - ?? can't see that on the LSE list of trades - 121,640 in the closing auction and that's it.

Edit - I see you didn't learn what UTs are from last time:

"seans66 23 Mar '17 - 20:48 - 1280 of 1378 0 0
I see there was an after hours buy/sell of 319k shares. A bit of II action? Probably the reason for today's rise.


staylow123 Mar '17 - 21:19 - 1281 of 1378 0 0
I'd say the 319k was an UT. So not a trade per se. "

[seans66] 23/5/2017 19:22

Big 222k sell or buy after the close of play. II but?

[markth] 23/5/2017 12:12

At first I thought just a tree shake but there is a seller out there with large blocks 10k, 15k, 50k, 120k going through. Taking profits I hope. Once that clears we should be back in business. I can imagine on a low volume stock like this there are shorters up to no good ....

[jerseyman1] 23/5/2017 11:02

Bit of a share price setback this morning, but given recent significant rise should not be too much of a surprise. Important how it progresses from here. Short positions showing some rearrangement but holding at c 8%. Would be nice to see those leeches burned.

[staylow2] 23/5/2017 09:59

I thought 171ish might prove quite a resistance level.. Maybe go range bound between 162-171?

[a2584728] 22/5/2017 17:35

I really am getting more bullish by the day on these the company broker wouldn't be letting this run away if they had doubts about it

[markth] 22/5/2017 16:59

Yes am in profit now. Wish I'd timed it better :(

[rivaldo] 22/5/2017 13:20

Nice find uapatel.

Good to see buying at 170p and above this morning.

[uapatel] 18/5/2017 11:25

From Maltloaf on LSE website

36Ollie Whitehouse (TECHNICAL DIRECTOR, NCC GROUP) speaks at Westminster eForum Keynote Seminar (Cyber security in the UK: policy and technology priorities) today!

Westminster
eForum Keynote Seminar
Cyber security in the UK: policy and technology priorities
Timing: Morning, Thursday, 18th May 2017
Venue: Glaziers Hall, 9 Montague Close, London SE1 9DD

11.55 - 12.55
Strengthening the UK’s response: developing skills, accreditation and funding
What is the latest thinking on encouraging more people into careers in cyber security, particularly women andtheyoung, and how does the education system - from school, through FE, HE and apprenticeships - need torespond in developingcurricula, improving careers advice and engaging more effectively with i
ndustry? With government announcing funding of £1.9 billion of public investment as part of its National Cyber Security Strategy what are the priorities for support and resource allocation that can maximise the UK’s position in R&D and the implementation of new technological innovations? What are the prospects for the
UK as an exporter of cyber security expertise and services at a time of considerable political upheaval post-Brexit? How successful have accreditation schemes like Cyber Essentials been in terms of adoption and reputation, and how can this be built on? What are the implications of the trend for
SMEs in this space to be picked up in M&A with larger organisations? How does the UK compare internationally with regardto funding and investment in cyber technologies, and in further partnership and other forms of support for the sector?

Dr Robert Nowill, Chairman, Cyber Security Challenge UK

Professor Conor Ward, Consultant,

Hogan Lovells and Visiting Professor,Centre for Commercial Law Studies, Queen Mary University of London

*OLLIE WHITEHOUSE, TECHNICAL DIRECTOR, NCC GROUP

hxxp://www.westminsterforumprojects.co.uk/

hxxp://www.westminsterforumprojects.co.uk/forums/agenda/cyber-security-2017-agenda.pdf

Opinion: Buy / Hold

[a2584728] 18/5/2017 09:18

Pause before the next leg up.