Ncc Share Discussion Threads

[aclark9201] 03/11/2021 10:22

Yep. Good results mid Sept, followed by a 30% fall. Profit taking after results is one thing but this is ridiculous.I guess the more it falls the more stop losses are hit!

[jerseyman1] 02/11/2021 15:27

Share price, WTF?

[a2584728] 28/10/2021 08:02

High quality appointment

[boadicea] 13/10/2021 13:12

Another director exercises an option -


I assume, for tax reasons, it is better to exercise at a low market point, the inference being that he does not expect a lower price in the foreseeable. Any subsequent capital gain can then be within his allowance or an ISA shelter.

The drop shows there is no current enthusasm for NCC (or some other simialr shares that have performed well over the past 18 months) coupled with the attraction of some steadily recovering heavyweight stocks such as RDSB. This trend will run its course and possibly burn out, or reverse if we have a few significant failures in the covid aftermath.

[welsheagle] 12/10/2021 10:14

A2584728 -General market drop as often happens in October, plus profit taking

[a2584728] 06/10/2021 12:22

Don't understand the recent drop?

[tomps2] 30/9/2021 09:03

Iain Staples mentions NCC (NCC) at 46m13s in the latest PIWORLD interview

Watch the video here:

Or listen to the podcast here:

[cerrito] 28/9/2021 21:46

The fact that there is so little activity on this Board perhaps reflects the fact that NCC has become rather boring and after all the thrills and spills of a few years back I make this as a complement to current management.
For those who have an hour to invest in NCC and have not done so already, the video and Q&A well worth while.
Too bad in the prelims that they did not give any indication of how they see themselves doing against market consensus nor follow their previous example in defining that.
That having been said they used rather a complicated definition in their Trading Update of June 17.
They then said
Quote
The Directors reaffirm their current expectation that the Group's Pre-IFRS 16 Adjusted EBIT for the year ending 31 May 2021 will be no less than market consensus of £33 million⁴. Pre-IFRS 16 Adjusted EBIT is defined as the Group's operating profit before adjusting items to assist in the understanding of the Group's performance. Adjusting items represent amortisation of acquired intangibles, the impact of IFRS 16, share-based payments and individually significant items.
unquote
Reading the prelims my interpretation they did £39.2m but would be good if you could double check.
I have made a modest top up in the last 48 hours.

[hedgehog 100] 09/9/2021 16:06

OSI yesterday RNSed some useful research on ransomware, which is of relevance to NCC:

08/09/2021 07:00 RNSNON Osirium Technologies PLC Release of findings from Osirium Ransomware Index

"Osirium research finds UK businesses vulnerable to ransomware attacks

Osirium Technologies plc (AIM: OSI), a leading vendor of cloud-based cybersecurity software, has today released findings from a research report it has undertaken, suggesting many UK businesses are not sufficiently protecting their critical IT recovery systems should a cyber-attack occur.

The Osirium Ransomware Index surveyed 1,001 IT managers in the UK and found that 80% of businesses rely on backups (whereby a copy of computer data is taken and stored elsewhere) as a plan of recovery should a cyber-attack occur. Yet despite this reliance, only a minority take extra precautions of using privileged access management to protect their backups, leaving the bulk of UK businesses vulnerable to attack, as our report highlights.

Key findings of the report:

- Overall, 79% (4 in 5 businesses) surveyed admitted that they have experienced at least one ransomware attack, with 68% of these stating the attack occurred in the past year.

- Despite 98% of respondents saying they were aware that backups are a target of ransomware attacks, over half do not keep offline backups and only 35% take extra precautions to protect access to backups and backup management systems.

David Guyatt, CEO of Osirium, commented: "Cyber-attacks on UK businesses remain a very real threat and unfortunately is an everyday occurrence for organisations across all sectors with potentially profound consequences. Our report highlights the degree of vulnerability that persists, with 58% of UK businesses surveyed only feeling 'somewhat prepared' for the eventuality of a ransomware attack. M any businesses know they need to bolster their backup protection, and this awareness continues to drive new opportunities for our privileged access management solutions."

Further information on the Osirium Ransomware Index can be found here: "

[jerseyman1] 07/9/2021 14:41

Decent recent rise in share price ahead of next week's results....hope they deliver!

[jerseyman1] 29/8/2021 16:13

Yes, I read it as well following the "damning" comment. Having digested the Crest report the situation doesn't show NCC of 7-9 years ago in a particularly positive light, but that was different management and a different business shape as compared to now.Not something to get agitated about, move on....

[sharw] 28/8/2021 13:19

Yes, this was "two occasions between 2012 and 2014" involving NCC employees for whom NCC is regarded as "vicariously responsible".

The report points out:

• "While the independent investigation found historical evidence that some NCC Group staff and candidates are more likely than not, between 2012 and 2014, to have breached the CREST Code of Conduct and their NDAs, there was no evidence that NCC Group knew about, condoned, or otherwise sanctioned, such activity at a senior management or corporate level.

• Analysis of the exam results did not show any anomaly that could indicate that NCC Group candidates systematically gained an advantage when taking CREST exams.

• There is no evidence that any of the activities investigated occurred within NCC Group after 2014 to date".

So I would not call that a "a damming investigation report into the conduct of NCC" (as opposed to a number of NCC employees)..

[ianguerin] 28/8/2021 08:09

My layman's reading of that report suggests that CREST themselves were less than clear in their instructions to members. It seems to surround issues with examination material & training, & whilst that could have led to "easy" qualifications being awarded to employees, there's no suggestion that NCC's products weren't robust. Plus, the incidents took place apparently years ago

[2lb] 27/8/2021 10:15

UK Cyber industry body CREST has just issued somewhat of a damming investigation report into the conduct of NCC

hxxps://www.crest-approved.org/wp-content/uploads/Investigation_Statement_26082021.pdf

[a2584728] 20/8/2021 15:29

Should get to 400p easily. Back to the good old days but in much better shape now and the market loves the business model in a very active arena at the moment

[slim9] 19/8/2021 15:58

Results Out Sept 14. Could be very interesting

[jerseyman1] 19/8/2021 11:50

Clearly something is happening....maybe reaction to sector acquisition interest

[a2584728] 31/7/2021 08:22

Could we be breaking out ?

[deputy303] 02/7/2021 19:16

Sorry sir my apologies my mistake post incorrect

[sharw] 02/7/2021 18:46

deputy303 can you give a link please because all I can find there is Berenberg's 335:

Www.sharecast.com/news/broker-recommendations/thursday-broker-round-up--8025020.html

[deputy303] 02/7/2021 16:51

Sharecast news £485

[aclark9201] 01/7/2021 20:40

Berenberg upgrade from hold to buy, but I don't think any increase in target price - £3.35

[deputy303] 23/6/2021 10:51

Darktrace up and down as well nice rise today ncc

[boadicea] 23/6/2021 09:15

Nothing to worry about imho. The markets generally had a bit of a wobble in the past week and NCC cannot be immune. The price is stuck below resistance of 300p atm and with the upcoming results pretty well anticipated there is little expected news until the next update, typically in late September. Impatient money may be looking around for other things to do until then.
I note that a number of other stocks in this favoured sector have stood still or regressed slightly of late.