Share Name Share Symbol Market Type Share ISIN Share Description
Shearwater Group Plc LSE:SWG London Ordinary Share GB00BKT6VH21 ORD 10P
  Price Change % Change Share Price Shares Traded Last Trade
  -2.00 -0.98% 203.00 7,162 16:24:33
Bid Price Offer Price High Price Low Price Open Price
196.00 210.00 207.00 203.00 207.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 18.01 -5.28 -0.32 45
Last Trade Time Trade Type Trade Size Trade Price Currency
16:24:17 O 2,000 198.00 GBX

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Date Time Title Posts
27/3/202007:53Shearwater with charts etc....1,561
29/9/201921:19Sensible Shearwater 437
11/1/201709:47Shearwater Group4
08/9/201010:00Scott Wilson plc1,303

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Shearwater Daily Update: Shearwater Group Plc is listed in the Software & Computer Services sector of the London Stock Exchange with ticker SWG. The last closing price for Shearwater was 205p.
Shearwater Group Plc has a 4 week average price of 180p and a 12 week average price of 180p.
The 1 year high share price is 320p while the 1 year low share price is currently 1.55p.
There are currently 22,109,317 shares in issue and the average daily traded volume is 90,223 shares. The market capitalisation of Shearwater Group Plc is £44,881,913.51.
hierarch: Expect major contract wins to form the bulk of any news flow between now and then. SWG via brookcourt have a tendency to nail and focus on blue chip/large companies to generate huge returns from a low amount of contracts. These take time to establish but usually result in deals worth in excess of multiple millions with recurring earnings. It’s quite difficult for a company to migrate from SWG once they have been tendered. Alongside the supplementary cross selling of penetration testing, red teaming, MFA, DLP, cloud services and consultancy to compliment the main managed service of brookcourt, seriously lucrative opportunities become capitalised as the major contracts elapse and expand in scope from initial agreement. You will see a sudden exponential growth rate as the proof of concept of the business model inspires confidence in both consumers and investors. Albeit we are in our infancy at this point and only a few of us have identified the early opportunities we have paved out on the road ahead. Hence we will for now sustain a low share price and is why I’m more than happy to accumulate more shares every month at this attractive valuation. Right now given the strategic growth of our industry and the premium placed on our peers e.g Kape, sophos, Avast, NCC, softcat, computacenter and GB group etc noting that all are of different scale, consumer focus and product lines. At the point we achieve maiden net profit in 2020 we will potentially be graced with this inherent industry premium further accelerating the share price ontop of our strengthening business model as outlined before. I like to think of this as the calm before the storm (the storm will come in the next 12-18 months as a disclaimer for the more impatient among us) H
rockstar10: Hierarchy Many thanks for your response and the details it provided. Indeed the figures are even better than I thought. It does pose the question as to why the brokers are not more active on the share price as others have commented. That said it is really useful to here more about how each of the component companies are doing. Certainly looks much better than my estimated profit for 2020. Thanks again. NW99. Factually my numbers were correct unless what has been submitted to companies house are wrong. I just didn’t have the detailed profit breakdowns that you seem to have access to. Given that Hierarch has confirmed that much of the business is annual repeatable revenue I still don’t understand why £1.0m first half profits are deemed so good. Surely given projections it should be much higher. NW99 I certainly would appreciate your insight on this. Perhaps more than one sentence though!
channel pirate: Nice one Hierarch. Sent an email to the company today saying imo it might be time to get one of their Brokers to have a word with the market over this share price drop following such good Results yesterday. After all, what are the Brokers being paid for !!
husbod: Very interesting article in today's Telegraph business section on the frenzy of deal making that has gripped the cyber security industry.Sophos is the obvious example but apparently there were 183 cyber security deals and 5 IPOs last year and this year is likely to be busier still.A young industry cyber security is now a $100bn global business and there are currently no gorillas (the industry is still dominated by sub-scale companies) so consolidation is the name of the game.I reckon our board fancy being gorillas as they have already bought a good few companies and I bet they're looking for more particularly as they now have a share price that is more friendly to a placing or rights issue.Alternatively we could become prey rather than a predator but personally I would really like to see us getting gorillaesque by a combination of organic growth and inspired acquisitions.
nw99: Berenberg 500p target issued in Aug would not have known about the big contract wins so will need to raise their share price target I would imagine . DYR
meldrew1: Hierarch Since I am new to this message board I took the time to back read some of the posts. My my there is some interesting stuff here. Your comments in particular seem very well informed so I assume you must have good contacts. To answer your questions. Regarding shares I held some for a while but sold out after the Brookcourt and Secarma acquisitions which I personally thought were at too high a premium. Should have had some options on acquisition but let’s say the previous management didn’t come through with those and leave it at that. Regarding the business I am not qualified to talk about that as I do not know the new SWG management or the Brookcourt/Secarma people. Regarding consulting I would say, because I spent 9 years building a business with him, that Mark was an innovative, hard working and passionate leader of the Consulting business and that will be greatly missed as will his knowledge and contacts. Finding a replacement of his calibre will be hard. That said from an SWG viewpoint the consulting revenue is relatively low compared to the whole. I think at the end of the day it’s about growing profits and current share price moves are neither here nor there. What are your views?
hierarch: I believe this upwards trajectory in the share price is being supported by the fact that one of the UK’s biggest cyber security firms (Sophos) being bought out for a massive premium announced today. Could be the reason for the higher volume today as more want to get invested into cyber security stocks or transfer their sophos holdings to alternatives such as shearwater, also good to note that avast, is up today too.
husbod: Seems like we are following the usual post consolidation trend of an initially falling share price as peeps sell what in numbers terms is now a small holding.
channel pirate: You hit the nail on the head in your earlier post about the company PR. Something I mentioned in my email to them about not giving us more regular updates, then expect to see the share price fall further, especially in todays climate. Must admit that when I took part in the "open offer" my Broker did warn about the share price falling from the 3.6p, it was almost that they knew what was going to happen. I would expect the share price to eventually perk up but whilst down here then it doesn't make looking at the portfolio very good
channel pirate: They (B.O.D) must also act to do something that will bring the share price back to at least the "open offer price" of 3.60p. The last time the share price was at 3.60p was Monday 22nd October 2018, which was a couple of days after the open offer shares started trading. Since then (just over 3 MONTHS now) the share price has dropped lower and will remain down at these levels imo unless we get some sustained share buying coupled with the company being more communicative to it's shareholders with more regular positive trading news. Not to much to ask surely.
Shearwater share price data is direct from the London Stock Exchange
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