Computacenter Share Chat (CCC)

In my opinion this will hit £12 on the 23rd Jan

More great results and notice of a Tender Offer in January - things looking up .......................

I hear on the grapevine that there are some changes in the upper echelons at CCC with the COO moving on, this is someone that has for years cleaned up all the mess on behalf of others. Also with the retirement of Mike Rodwell some months back and also the Group head of MS going a great deal of experience will be leaving at a very senior level. The trouble is they're being replaced with Mike's golf buddies and yes men, the issue is, bar the top table, there are very few people with experience coming through It was known for some time that 2017 was going to be a very strong year, maybe just maybe this is the peak that the current, clearly the numbers have been helped with currency gains, but the continual removal of experience means that the quality of service will start to be impacted and that has always been CCC's heritage. Personally as of last week I no longer hold any shares & I have since the day they floated

But worth waiting for if you have 🤓😋

Slashing employee wages, ensuring they become de-skilled, and ignoring their T's & C's. Directors taking huge share bonuses and all focus on a £10+ share this year. A great investment if you have no concern for the little guy.

Great Divi again, good results, growth in the US - punters still buying stock........

£150M in cash, stable revenues and profits, NO DEBT Upcoming ex-dividend in May P/E ~ 14 A run back up to 800p is possible.

Here comes a special dividend ????

I dont know what to make of these results??views anybody, and i am sure them big trades that went thhrough were buys not sells. although i do expect a special divi at the end of the year?? cash reserves nearing last payout !! any views welcome GLA.

improved profit and growing cash pile still knocks the price...

<b>Computacenter plc Receives “Buy” Rating from Panmure Gordon (CCC)</b> Posted by Ethan Ryder on Apr 23rd, 2015 Computacenter plc (LON:CCC)‘s stock had its “buy” rating reiterated by research analysts at Panmure Gordon in a report released on Thursday. They currently have a GBX 787 ($11.77) price target on the stock. Panmure Gordon’s target price indicates a potential upside of 16.77% from the company’s currentprice. Computacenter plc (LON:CCC) opened at 673.0000 on Thursday. Computacenter plc has a 52-week low of GBX 651.6670 and a 52-week high of GBX 802.4000. The stock’s 50-day moving average is GBX 701.93 and its 200-day moving average is GBX 706.72. The company’s market cap is £807.65 million. The company also recently announced a dividend, which will be paid on Friday, June 19th. Investors of record on Thursday, May 21st will be paid a dividend of GBX 13.10 ($0.20) per share. This represents a dividend yield of 1.93%. The ex-dividend date is Thursday, May 21st. A number of other analysts have also recently weighed in on CCC. Analysts at Investec reiterated a “buy” rating and set a GBX 800 ($11.97) price target on shares of Computacenter plc in a research note on Thursday. Separately, analysts at Barclays reiterated an “underweight” rating and set a GBX 660 ($9.87) price target on shares of Computacenter plc in a research note on Friday, April 10th. Computacenter PLC is a United Kingdom-based provider of information technology infrastructure services. The Company provides user support, devices, and provision of applications and data to support individual working styles and improve collaboration. The Company’s services include print solutions, data optimization, unified communications and collaboration, network services, supply chain solutions and physical infrastructure.

23 Apr 2015 Computacenter PLC CCC Investec Buy 671.25 678.00 800.00 800.00 Retains SP TARGET 800p

http://www.investegate.co.uk/computacenter--ccc-/rns/return-of-value-and-listing-of-new-ordinary-shares/201502200700134180F/

http://www.channelregister.co.uk/2014/09/02/multibillion_pound_tech_framework_awarded_to_33_suppliers/?mt=1409665520857

If the city could spend a day in the life of CC the SP would be halved. I worked here and major contracts are continually placed into 'hyper care' due to over promising services on contract signing then failing to deliver as they follow a get the contract at all costs strategy. A far riskier investment than anyone outside the tent could ever imagine !

http://www.computerworlduk.com/news/public-sector/3467635/computacenter-beats-hp-fujitsu-csc-fco-desktop-deal/?olo=rss

for easy money over 10% your outlay and with a 9 for10 consolodation price could come off its lows of the year

Given the growth forecasts for 2013, coupled with the cash on the group's balance sheet, the share rating looks low despite recent share price strength. A return of capital has the potential to spark excitement about Computacenter's ability to generate cash, while the share price should benefit as the challenges of 2012 fade from the market's mind and growth prospects come to the fore.....but as always dyor and good luck.....

It is a similar story in France, which accounts for 17 per cent of revenue, where challenges in 2012 were caused by an acquisition and business relocation. But these factors should help performance in 2013. Meanwhile, the UK business, which accounts for 39 per cent of sales, has been trading strongly and has a good pipeline of services work. Demand for the group's services is cyclical, so reviving economic confidence could help bolster performance this year. That said, long-term technological changes are likely to slow the sales of PCs, which is potentially a drag for the supply chain operation.

True, there is no certainty that a special dividend will be paid, but the fact that it is viewed as a real possibility highlights the attractions of a company with this level of cash. What's more, the liquid assets add to a broader recovery story. While 2012 will not be a great year for Computacenter - in fact, it will break the group's record of six years of double-digit profit growth - it is likely to prove just a hiccup. The company issued a profits warning last year due to higher-than-expected start-up costs of new German contracts. But trading in the region, which accounted for 43 per cent of 2011's sales, looks like it is getting back on track. In January management said "performance (in Germany) in the fourth quarter significantly improved". Further progress is hoped for in 2013.

The cash certainly seems to be there to support Panmure's argument, even taking into account the fact that Computacenter has to carry a lot of working capital to fund around 500m of receivables due from customers. At the end of 2012 net cash, excluding customer financing, had risen to 150m - a 13.2m increase in the year and up from 4.6m five years ago. And Panmure, which does not think Computacenter will find a suitable acquisition to spend the money on, forecasts that Computacenter will end 2013 with 90m net cash even after its predicted special dividend payment.

Recovery potential, predictions of a 50p special dividend and an unchallenging share rating make shares in Computacenter an alluring prospect ahead of full-year results that should confirm strong trading in the fourth quarter. January's year-end update from the computer services provider was encouraging on the trading front and particularly impressive from the perspective of cash generation. Indeed, following the news, broker Panmure Gordon described Computacenter (CCC) as "awash with cash". And the bulging coffers have prompted the broker to conclude that 2013 could be one of the "infrequent" years when Computacenter pays a special dividend - the last time was through a B-share issue in 2006. The broker forecasts a 50p-a-share payout. Along with the regular dividend payment, that would mean an income yield of over 13 per cent for 2012.

Computacenter: UBS ups target price from 430p to 530p, while retaining a neutral rating.

Computacenter: Panmure Gordon shifts target price from 480p to 484p, while its buy recommendation remains unchanged.

"Computacenter helps organisations find the best-fit, best-value solutions and strategies to make their datacenter more predictable, sustainable and affordable."