Ncc Share Discussion Threads

[jerseyman1] 25/7/2019 07:23

On first read the results and progress look good. Apart from UK Escrow each of the business segments have grown and cash conversion is up, and debt down. Given the market strength you would hope this decent performance will kick up the price which was depressed by less positive sentiment about trading a few months back

[a2584728] 25/7/2019 07:13

Growth on going margins up what more do you want from an investment. Broker notes will be bullish I expect

[jerseyman1] 13/7/2019 08:25

Probably a read across from positive Sophos figures, I know it's a very different business model, but the scribblers can't tell the difference

[boadicea] 12/7/2019 14:13

.... in which case we could be nicely set up for a breakout.

[tudes100] 12/7/2019 03:59

Not new fund manager, its Keith Ashworth Lord. Has had a position for a decent period as has mentioned in his monthly updates before. Just gone above 5% for the first time I think.
FY results due here July 25th so given he's adding would suggest they should be ok.

[cerrito] 11/7/2019 20:09

Good to see a new fund manager coming in apparently from nothing with 5.16%
and thus very easily soaking up the sales of Artemis and Montanero

[a2584728] 03/7/2019 09:15

Lol did t last long. Must be filling an order

[a2584728] 03/7/2019 08:20

Nice rise. Would be good to see this continue till end of week and break previous highs

[muddyw] 30/6/2019 10:05

Because intelligent people recognise that companies produce 100% transparent information in releases to the market, and in no way employ creative accounting / positive spin to protect their share price and investors' confidence in their potential.

[loads2] 13/6/2019 18:42

Really abusing people u don't like

Diversity matters unless you are intollerant of others opinions

Tolerate and accommodate

Diversity matters

[loads2] 13/6/2019 18:40

Really abusing people u don't like

Diversity matters unless you are intollerant of others opinions

Tolerate and accommodate

Diversity matters

[loads2] 13/6/2019 18:40

Really abusing people u don't like

Diversity matters unless you are intollerant of others opinions

Tolerate and accommodate

Diversity matters

[a2584728] 13/6/2019 08:08

Just a disgruntled shorter with no idea how to value a listed company

[a2584728] 13/6/2019 08:07

Next leg up coming

[loads2] 12/6/2019 20:59

Never worked for NCC in any capacity.

[richjp] 12/6/2019 10:43

The previous poster looks like a disgruntled former employee if ever I saw one.

[loads2] 12/6/2019 08:16

Stripping out the refinancing (benign conditions) this is basically a zombie riddled with high staff turnover, onerous leases, dutch and other contracts years behind producing any revenue, and I see on LinkedIn the group financial controller and most of tim kowalskis finance team producing these numbers are all temps.

Behind yesterday's spin, there is no substance in this zombie. It has overextended in too many places not delivering.

And sorry but securing growth transformation delivering? Give us the numbers to prove this. Spin does nothing.

[cerrito] 11/6/2019 17:22

What understanding do you folks have on Market expectations?
For this year past Digital Look has revenue of £254m rising to £280m for this current financial year and PBT at £32,86m rising to £38.79m

[a2584728] 11/6/2019 12:53

And that is well conservative imho

[welsheagle] 11/6/2019 12:46

Peel Hunt have target price of 275p.

[a2584728] 11/6/2019 12:26

Can you not read. This is off to over 220p in 3 months max

[jerseyman1] 11/6/2019 08:05

Not what the RNS just said.....

[loads2] 06/6/2019 22:02

Net debt on 31 may 2019 is £28m.
There is also an announcement of a refinancing of ncc debt by syndicate of banks.
Securing growth transformation is behind schedule and costing more than expected

[boadicea] 28/5/2019 17:14

I see that Montanaro transferred out (in specie) 3M shares YESTERDAY.
So the transfer wasn't registered in UK or USA.