Ncc Share Discussion Threads

[a2584728] 27/12/2019 09:24

That's a £200k buy so someone is confident on the results

[a2584728] 27/12/2019 09:21

Nice run up to stinking results please

[a2584728] 24/12/2019 10:11

This and Glencore my big risers for 2020

[jerseyman1] 23/12/2019 14:48

Agreed, be nice to get that kick up shortly. Peak share price was c375p end 2016 I think

[a2584728] 23/12/2019 14:36

The results will be above market expectations as they have over past 2 years thrown the kitchen sink at them. Should see them back to the heady heights of 300p plus all of course IMHO. Also a take over target when restructuring shows signs of growth

[jerseyman1] 23/12/2019 11:36

Now what's going on!?

[tudes100] 20/12/2019 01:45

HY results 23rd Jan, hoping for a nice run up

[jerseyman1] 19/12/2019 16:17

Or maybe not!

[jerseyman1] 18/12/2019 12:37

That spooked it!

[a2584728] 18/12/2019 09:49

220p would be nice before Christmas

[boadicea] 21/11/2019 09:50

An encouraging factor about the rise of the last few days is that it is against the background of a falling market.

[jerseyman1] 20/11/2019 15:55

Be nice to break through and stay above £2 again

[a2584728] 01/11/2019 08:54

Clearly not lol

[a2584728] 01/11/2019 08:19

Could we break this trading range today ?

[jerseyman1] 23/10/2019 20:19

Canaccord have given 215p target today. New analyst

[tudes100] 22/10/2019 01:42

18x PE based on 10.3p adjusted EPS concensus broker estimate

[patriciab1] 22/10/2019 00:51

The PE although much lower than for Sophos is quite high at 39. What is the reason for that? Is that something to worry about in terms of share price growth potential?

[jerseyman1] 17/10/2019 12:34

Agreed, but not unhelpful

[cerrito] 17/10/2019 10:56

Jerseyman1
You are right that the Sophos deal will focus attention on the sector and that NCC and Sophos are in very different sub sectors.
NCC is also quite UK focused; in the last FY revenues from the UK were £118m, North America £83m and ROW £52m.
The shareholder base is quite atomized with LG the largest at 8.5% and not sure if many people would want to die in a ditch to reject an offer that was OK rather than super attractive.
The way I look at it, the Sopohos deal provides some support for the share price but not enough motivation for me to increase my holding.

[a2584728] 17/10/2019 09:37

Need to get over this trading range

[jerseyman1] 14/10/2019 12:16

Sophos is being bought by PE at 36% premium, today. Hence some movement in NCC price......hopefully sector is now in vogue and we get dragged along, although NCC and Sophos in very different sub sectors....just don't tell the scribblers!

[techno20] 06/10/2019 11:14

Nice buy recommendation in today’s Telegraph.

[cerrito] 28/9/2019 22:29

I see that all key resolutions very comfortably passed at the AGM and indeed there were no votes against the remuneration report with about 3% abstentions. Also at 71% a pretty high voter turn out; I checked the turnover in shareholders between the two last annual reports. We seem to have said goodbye since July 2018 to Fidelity who had 3.7% as well as Neptune with 7%+ and B Gifford with 3.4% and there has been a 4% increase by L General. The upshot is that the %age held by those with 3%+ has decreased from 33.7% to 26%.
I have not had time to go through the AR but did note that in geographical breakdown of revenue there was YOY a good increase in North America from £68m to £83m whereas there was a revenue decline in the UK and in ROW/Europe a stately increase from £46m to £52m.
No surprise in the share price decrease since the AGM Trading report which was more focused on structures than actual results.
PS
Just seen that they have updated brokers consensus forecasts as at Sept 2 on the Investors section of the website. Once again full marks to them and why other companies cannot do this, heaven only knows.
hxxps://www.nccgroup.trust/uk/investor-relations/results-and-media/
PPS
No immediate plans to buy or sell

[boadicea] 27/9/2019 11:28

This share continues to be trendlessly volatile with curious very short term swings as noted above.
What game is being played and does it have a significant mesning?