Ncc Share Discussion Threads

[a2584728] 11/9/2017 17:04

Looks promising

[masurenguy] 24/8/2017 11:19

Looks like a vote of confidence. They were previous holders here but had sold well over a year ago.

[rivaldo] 24/8/2017 09:54

Per this RNS just out, looks like Schroders are a new major shareholder, going above 5% with 14.33m shares:

[sharw] 21/8/2017 17:48

Early AGMs are intended to minimise the number of shareholders that are there. These people can be a nuisance and ask awkward questions. Perhaps if there were too many one of them might question resolution 5 - To reappoint KPMG LLP as auditor of the Company. These are the auditors who singularly failed year after year to spot such basics as invalid dividend declarations or holiday pay provision.

Last year was more civilised:

Notice is hereby given that NCC Group plc (‘Company̵7;) will hold its Annual General Meeting at Manchester Technology Centre, Oxford Road, Manchester, M1 7EF at 11am on 22 September 2016

[cerrito] 21/8/2017 17:18

Not sure what message they are sending out by having the AGM at 9am-to me suggests that they want it ver and done with as quickly as possible; for me good that it is in London

[mazarin] 21/8/2017 11:20

Government's survey reveals 68% of FT350 Companies are not trained to address Cyber Security issues, for details, see:

[a2584728] 14/8/2017 08:38

How strange -4 to +2 in the blink of an eye

[seans66] 11/8/2017 11:40

Be good if it can end the week over 200, then establish this as the new support level over the next few weeks.

[davwall] 09/8/2017 16:57

And exhale... Good result, and maybe a key test was passed today.

[davwall] 09/8/2017 15:48

Have been in since a few months before the crash, so am pleased - not to mention relieved - at the return to a more reasonable position. I bought a few more at near bottom which has helped get me back into the blue. I certainly have my fingers crossed for holding above 200 today, even if it is by the fingernails... A bit of a breather then it should be up and away, particularly given the very favourable winds blowing for these cyber security companies. The phones should be red hot!

[aylingd] 09/8/2017 12:19

Yes, looking at the chart there is a lot of resistance at 200p, hopefully we can get through.

The heady heights of 350p looks a long climb doesn't it. High growth area & with new management team appearing to have things now under control happy to hold long term.

D.

[a2584728] 08/8/2017 15:48

Your opinion is most welcome. I think if we close over 201p tonight we may go higher than 240

[boadicea] 08/8/2017 15:02

The price has been acting as if ~200p sellers have put a lid on it, i.e. plenty ready to sell for near 200p and patient buyers finding it unnecessary to pay more.
When eventually the sellers become outnumbered by ~200p buyers, the price should begin to act like it has a 200p floor.
Finally, when the buyers become impatient and give up hope of any more cheap (~200p) shares, it should be off to 240p or more.
As for timing - anybody's guess but I would suggest around October time.

As always of course, macro events could disrupt the whole market.

PS: Sorry I can't be quite as optimistic as A25...
...unless a bid comes along.

[a2584728] 04/8/2017 12:44

Added a few more yesterday

[masurenguy] 03/8/2017 08:29

Lets hope that your optimism bears fruit !

[a2584728] 03/8/2017 08:23

Once this breaks 200p we will fly to 300p imho

[mazarin] 26/7/2017 15:43

The threat posed to business by cyber attacks cannot be overstated. It is an essential and absolute duty of all senior executives to secure their systems and they now have legal duty to protect customer data.

[uapatel] 24/7/2017 18:41

Maybe Berenburg are helping those nice people holding shorts out. Always amazes me when you get such a difference in Analyst/Broker views. Still suppose that's what makes a market. Personally happier with the 265p call. (But then I'm a shareholder so would say that).

[jerseyman1] 24/7/2017 17:51

Cerrito.......Canaccord raise to Buy at 265p today. They were a sobering voice before and during the downward trend in share price and have covered the stock for a long time. Don't understand Berenburg position. Only negative I have seen since results last week. Perhaps they thought Stone was too mouthy too!!

[cerrito] 24/7/2017 15:34

saw this today
Berenberg today downgrades its investment rating on NCC Group PLC (LON:NCC) to sell (from hold) and raised its price target to 155p (from 115p)

[mazarin] 22/7/2017 17:04

Cerrito - fair comment and agree that the thought had crossed my mind, as any subsequent turn-around may well better reflect upon them. This thought is however, moderated by the idea that having no connection with former management decisions they were best placed to 'say it as it was'. They revealed that previous management had lost sight of the basic principle of maintaining the 'Order to Cash route' and had incurred cost without creating profit. These are are dire indictments of any business practice. Whereas this pair left me in no doubt that they knew precisely where 'the bottom line' lay and I came away more reassured.

I've been holding NCC a couple of years since when I created this thread and believe the Company (and shareholders) including the Industry, deserved much better. Like many I could have sold at £3.70 and didn't, as I believe the industry is a 'growth' story in the making and worth (if properly run) much more than that. I am always encouraged to see Management endorsing their 'own decisions' with their 'own money' in the form of shares.

[cerrito] 22/7/2017 15:58

Agree with others that a very good presentation; for those who do not have 80 minutes to watch it all go to minute 46 and see the commentary from Chris Stone on what he describes as the most important slide.
As a new holder-just since March this year- I had semi planned to go to the AGM but I may be able to skip this given the comprehensives of the presentation.
I did wonder if Stone and Tenner rather over egged the pudding about the failings of previous management and it made me curious to ask the current directors who were on board at the time(Hewitt, Chambers and Batterham) what on reflection warning signs they missed; that said I was pleased that a google search of Stone and Tenner did not come up with anything negative.
No immediate plans to add and certainly no intention of selling