Softcat Share Discussion Threads

[georgeg2] 19/10/2016 07:08

Very happy holder myself!

[11023154] 19/10/2016 07:07

44 quarters of growth - very very impressive.

[11023154] 19/10/2016 07:07

"In fact, the Company grew at an even faster rate during the second half."Key sentenceGreat results market undervalued no question

[staylow1] 19/10/2016 07:03

Nice results :-)

[11023154] 18/10/2016 21:51

Will be reading tomorrow morning

[boadicea] 17/10/2016 12:59

Views on SCT seem generally positive -

[salpara111] 16/10/2016 12:01

Not invested but will be watching closely on the 19th.

[nw99] 14/10/2016 10:29

Results next week

[igoe104] 14/10/2016 09:06

Monty9, SCT isn`t a AIM company, its fully listed.

[monty9] 14/10/2016 08:42

A couple of thoughts:

AIM stocks are often disappointingly leaky before results. A reducing price shortly beforehand is can be a harbinger of poor numbers; but by no means always. A company in a similar position, IQE, had fallen heavily out of favour to around 14p earlier in the year but on recent very good, but not stunning, numbers and growth have risen to 30p as the market was forced to look at what it might be missing out on.

SCT do resell IP that is often US owned, but unlike Bloomberg, they mostly cannot simply sell in US$. Against their desire to maintain $ revenues is a possibly stronger desire to land grab as much of the market as possible. In the short and medium term the GB£ prices are likely to remain more or less as they are. Gradually the price will change to accommodate the FX effect but there is no certainty GB£ will not recover somewhat, or, for e.g. the cheap GB£ will actually stimulate economic activity in the UK (its happened before)and support growth despite the price increases.

All recent indications are that the operation will report continued satisfactory progress. In particular the company's history and the nature of their business give me confidence downside surprises are unlikely and the results will put the price back on track. So I will continue to hold and if feeling brave will extend the position on a SB next week just prior to results.

[pal44] 13/10/2016 20:36

Thing is if hey have bad news the new joiners will be unlucky eh!!

[malreid] 13/10/2016 16:37

MM's removing weak holders before results IMHO

[igoe104] 13/10/2016 13:56

Can`t see a company expanding and increasing its staff in a big way over the last few weeks, to suddenly deliver bad news next week.

A few market jitters, triggering a few stop losses I expect to be the case.

My feeling judging by the last trading statement, and the recent company expansion the folks that are looking to buy in on results day will be paying a high premium, on today prices.

[mfhmfh] 13/10/2016 11:47

invested quite heavily in this now. either I'm going to crash & burn on the 19th or...

[1861andy] 13/10/2016 11:36

Well have have been stopped out and will wait and see what the results bring next week!

Down 15% from highs and the trend line is not looking positive.

[dibbs] 13/10/2016 11:11

My concern with SCT is that they look exposed to the weak pound. I am no expert but I can imagine that much of what they sell on is being bought from the US and EU and being supplied into the UK. Are investors anticipating a Forex hit?Dibbs

[pal44] 13/10/2016 10:46

Thing is there will be reluctance to spend on Tech and this may impact here

[smokybenchod] 12/10/2016 22:32

Not sure anything will be wrong with results. You don't open a new office and then hire 80 new staff if you're not growing and doing well. share price movement is MM tree shakes and general Brexit fears. May even go to 280 but I won't be selling.

[jbarcroftr] 12/10/2016 18:51

Anyway will hold off buying any more until the 19 th but will be up early ready to pile in

[jbarcroftr] 12/10/2016 18:50

I also hold SND and it's price has been very weak lately for no reason I can see
Possibly there are problems ahead for GB Ltd with Brexit but well run software companies should continue to prosper

[shareholder7] 12/10/2016 18:38

And me I do know that the price is linked to the exchange rate ?

[jbarcroftr] 12/10/2016 17:48

Me too 299.90

[mfhmfh] 12/10/2016 16:29

no idea what is going on but bought some more at under 300p.

[shareholder7] 12/10/2016 10:56

Really strange how the share price keeps falling with the results due next weekMust mean that they might not be as good as expected

[igoe104] 08/10/2016 08:55

Will Softcat Plc’s (LSE:SCT) Earnings Grow In The Year Ahead?

Analysts covering Softcat Plc (LSE:SCT) are predicting the earnings to grow 14.2% in years’ time. What are the important facts you need to know? Today I will look at the latest data and investigate into the future of this high growth stock in more detail.

How is SCT going to perform in the future?
Analysts covering SCT are expecting a 34.1% increase in earnings in the three year’s time. This means that earnings per share are to rise to $0.2 levels.