Ncc Share Discussion Threads

[richjp] 09/5/2022 10:21

There has been a trading update to day and it's a good one, but I cannot find it on this NCC web page.

You can get it from the news tab at the very top.

[cerrito] 09/5/2022 06:38

It seems that we are on automatic pilot till September 6th when the annual results are announced and barring any TU we must assume that both revenue and EBIT are in line with management expectations whatever they may be.
Any idea why the CEo left?? All seems friendly enough but if he has another job or health issues they would have said.
I would be happier if the replacement had got his hands dirty with operational experience in the past and I hope that the second tier of management have good operational skills.
Nothing here to make me want to buy or sell.

[indiestu] 27/4/2022 17:59

It must have been small. They obviously have not considered the deal to be significant or they would have notified the market. Good job. Let's eat up more of these companies while they can be had in the cheap.

[sharw] 23/4/2022 12:12

Is this what your post is about?:

hTtps://www.nccgroup.com/uk/adelard/

hTtps://www.adelard.com/ncc-group-announces-acquisition-of-adelard.html

[2lb] 22/4/2022 13:00

Interesting that NCC employees have announced an acquisition today on LinkedIn despite no RNS having been released as yet

[timmy40] 08/4/2022 20:03

What's your thoughts on the share price from here ?

[largeman] 08/4/2022 09:17

Yep retired employee and shareholder! Sods law, I retired and the price was 260, it immediately started to drop, by the time my sharesave options matured, it was below my option prices of 214 and 181. As soon as I take my savings out in cash, it rises again. Not enough to feel bad about it as I still have my savings and overall my average price of current stock in NCC is 120. I'll hang on to these a while yet!

[wisecat2] 06/4/2022 12:03

hello anyone live here

[tole] 31/3/2022 15:57

https://www.fool.co.uk/2022/03/31/a-ftse-350-technology-stock-that-i-think-could-soar-in-2022/A FTSE 350 technology stock that I think could soar in 2022!Fool contributor Daniel Moore has his sights set on a technology stock in the FTSE 250 that could boost his portfolio this year.Daniel MoorePublished 31 March, 3:11 pm BSTNCCEnvironmental technology concept.Image source: Getty ImagesIn the wake of the Russian invasion of Ukraine, national defence and security has become of utmost concern subsequent to a long period of neglection. Energy interdependence and cyber threats are of particular importance. A technology stock with good fundamentals, a diversified revenue model and significant exposure to the aforementioned sectors is NCC Group (LSE: NCC).Energy and cyber securityNCC offers cyber solutions for potential risks relating to software and cloud computing, supply-chain risks and threat intelligence among many others. Its clientele includes Sennen, data operator for London Array (one of the world's largest offshore windfarms), National Grid and NatWest. Considering energy security is now an extremely high priority for Western European nations, this is certainly a business that I would like to be in. Rishi Sunak's Spring statement references a minimum increase of £1bn (3%) to defence spending this year and a focus on the mitigation of Russian exposure. I believe NCC is well positioned to gain more private and public business contracts should this be the case; however, there is a certain reliance on energy security being of huge importance in the future.Consistency is keyOut of the entire FTSE 350 index, NCC has generated the most consecutive years of turnover growth at 17. Exacerbating the impressiveness of this statistic is the fact that NCC Group has the smallest market capitalisation out of the entirety of the constituents at just £581.8m. Even with macroeconomic periods of deterioration - such as 2008 and 2020 - and businesses being strapped for cash, NCC has still expanded operations, demonstrating that its services and products are of a high quality and are a necessity for corporate security.The past performance is excellent; however, the market price of a security can be erased overnight if the future expectations are not robust. Unsurprisingly, NCC's forecasts look brighter than ever with its annual turnover growth projected at 16% this year alongside cash flow growth of 23%. What makes the valuation even more appealing is the fact that NCC ranks first out of nine companies in the computer services subsector when analysing the companies' PEG ratio, which is the price-to-earnings (P/E) ratio relative to earnings growth.Directors want inIn financial markets, directors and executives of a company can sell shares for a variety of different reasons such as tax efficiency or additional income, but there tends to be only one incentive for them to buy shares in their company, and that is because they expect the price to rise meaningfully.Back in January 2019, the directors at NCC bought approximately £185,000 of shares in the company at £1.30. Between then and September 2021, the share price rose 167%. Clearly, the directors know what they are doing regarding the performance of their own business.Since then, the NCC share price has fallen by 43.4% with no tangible negative news or downturn in business. In October the directors executed over £40,000 in options and purchased over £50,000 in stock at £2.16 per share. Today's price represents a 12% discount to that.Apr '21Jul '21Oct '21Jan '22Jul '21Jan '22200250300350Zoom ?Mar 30, 2021?Mar 26, 2022Highcharts.comAssuming business carries on as normal with the rise in defence spending, NCC could have a great opportunity on its hands. Only time will tell if it can execute upon it. Personally, I'm holding off just for now to see how the situation in Ukraine develops and whether cyber and energy security remain topics of public interest.One Killer Stock For The Cybersecurity SurgeCybersecurity is surging, with experts predicting that the cybersecurity market will reach US$366 billion by 2028 - more than double what it is today!And with that kind of growth, this North American company stands to be the biggest winner.Because their patented "self-repairing" technology is changing the cybersecurity landscape as we know it...We think it has the potential to become the next famous tech success story.In fact, we think it could become as big... or even BIGGER than Shopify.

[jerseyman1] 29/3/2022 09:57

Signs of life today....

[techno20] 12/3/2022 03:58

1fraser - can’t see one on the RNS feed.

[1fraser] 11/3/2022 22:49

Yet another director buy today..

[tole] 18/2/2022 12:23

https://www.fool.co.uk/2022/02/18/2-dirt-cheap-stocks-to-buy-including-a-top-ftse-100-share/NCC Group (LSE: NCC) is one company that's benefiting from this rapidly-expanding market. Latest financials showed revenues up 7.2% in the six months to November at constant currencies (and excluding its recent acquisition of Iron Mountain's IPM business).Cybersecurity-related expenditure isn't just soaring in Britain, of course. Electronic attacks are a global problem and NCC's broad geographic footprint is allowing it to exploit this booming market to the full. The e-warfare specialist operates in Europe, North America and Asia Pacific, and it's taking steps to boost its overseas business too. Indeed, the $220m IPM acquisition last July gives it vastly better scale in North America.A cheap UK tech stockNCC provides a wide range of security and risk mitigation services to organisations. From providing protection from cyber attacks and security assessments to drawing up software escrow agreements, the tech giant's operations are essential as the digital revolution takes off.My only concern for NCC is the ever-present threat of systems failure. This could have a significant impact on the company's reputation and by extension on future sales. That said, I still think this cheap UK stock's low price makes it an attractive stock for me to buy.City analysts think NCC's earnings will rise 20% and 14% in the next two financial years (to May 2022 and 2023 respectively). As a result, the company trades on a price-to-earnings growth (PEG) ratio of just 0.8. Any reading below 1 suggests that a stock could be undervalued.

[pugugly] 14/2/2022 18:53

Back to areas of 2015 lows - However being tipped by M-FOOL - So possibly need to hang fire -

[boadicea] 09/2/2022 09:03

Looks like we're off the bottom for now but I would prefer to see it tested before committing. However, NCC has a history of making V-shaped recoveries so I'll probably miss the boat.

[weaverbeever] 04/2/2022 23:05

In investors chronicle this week nice write up

[cerrito] 02/2/2022 19:05

I was about to do a modest top up and then noted that Canaccord’s adjusted diluted eps goes from 9.55p in 20/21 to 14.06p in 23/24 ie per this forecast NCC will have a 20 pe in 2024 at the current share price so I need to go back to the drawing board..

[cerrito] 02/2/2022 11:11

Interested to see that Research Tree yesterday had a note from Canaccord saying buy with a tp of 310.Well done to those who sold over £3 last summer.

[brianbrain] 28/1/2022 20:14

1.70 bottom?

[jerseyman1] 27/1/2022 08:52

Don't know what to make of H1 results. So many adjustments! My view is (I think) acquisition integration working, giving solid future for Escrow business which has been stagnating. Slowdown in growth elsewhere seemingly rectified by post period end sales growth. Staff numbers materially increased to handle hoped for demand increase but sales anticipated rather than achieved. EPS down due dilution from acquisition, means they are going to have to deliver growth soon

[boadicea] 26/1/2022 09:07

We seem to have a vote of confidence from L&G who presumably acquired the stock sold by Black Rock at a good price (for L&G).

[tole] 25/1/2022 19:16

https://www.fool.co.uk/2022/01/24/3-top-metaverse-stocks-id-buy-today-for-2022-and-beyond/#2: a metaverse security stockCyber crime is already a huge risk for anyone (or any company) that is active online. In my opinion, these risks are only going to get bigger as the metaverse evolves. Anti-virus protection won't be enough. Businesses will need a much broader range of security-related services.One company that already operates in this area is NCC (LSE: NCC). This £680m, Manchester-based business provides a full range of security and "risk mitigation" services for businesses. These include security assessments, training, incident response and compliance certification. The big risk facing NCC, of course, is that it could fall victim to cyber crime itself. I'd imagine this might destroy its reputation as a trusted advisor.The NCC share price has pulled back since the start of this year, in line with the wider tech slump and many of the risks affecting tech stocks are the same for NCC. I reckon this could be a buying opportunity. NCC shares now trade on 18 times forecast earnings, with a 2.1% dividend yield. That doesn't seem expensive to me, for a business that's expected to deliver earnings growth of around 15% for the current year. I'd consider buying at this level.

[a2584728] 18/1/2022 14:34

I have no idea but share price drop speaks volumes I think

[redips2] 18/1/2022 12:21

What bad news tomorrow?…R30;…..pray tell.

[a2584728] 18/1/2022 12:16

Looks like bad news tomorrow