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Following my tongue-in-cheek comment about Ferraris, a less jovial observation.
I can see an off-book trade for £1.2m this morning.
There can be 101 reasons why people sell shares,pointless speculating
I guess it happens to the best of us :)
Can't see it being publicised if that were the reason, maybe we'll never know?
(Googles for news of the release of new Ferraris :) )
Understand but maybe he needed the money to pay a Tax bill :)
I don't think Mr Norris's sale has helped confidence. Before the results drop, I had £30 in my sights.
Any thoughts /details on why we have seen a drop over the last few days here? I am a LTH and this is my bellweather stock
Nothing, that a broker recommendation update won't fix.
Thats exactly what im gonna do, the div on this share isn't great so im gonna take the profit of 40% that I have made to date and invest in a higher div paying company.
Great positive cash flow, SP goes down... maybe a few investors are using their money to invest in other companies that are going to do better, short term.
Short termism at its worst. I guess there's been a good lift in share price off the back of a potential capital return and this drop reflects impatience as there was nothing in that report to be overly concerned about. Tough comparatives is nothing new for CCC.
Personally, I'd prefer to see them use some of the cash to expand geographic footprint anyway.
Looks like ‘more’ was expected? I’ll never understand the stock market.
So what was wrong with those? It looked like good steady growth, with everything moving in the right direction, and an undervalued rating by all conventional measures.
Hardly anyone comments on CCC but it relentlessly increases profits every year and is in a growing industry.
Apart from MKS it's my best performing stock in the past year.
A good chance of a special dividend too.
Pre close statement due any day. This win should build us up nicely in the run up https://www.gov.uk/government/news/digital-defence-transformation-boosted-by-150-million-uk-contract
The last 4 posts seem to have two common sub texts but from different posters who have a very low number of individual posts.
Could they be bot generated?
The market's recent decline suggests apprehension before Monday's Pre Close Statement. Although I lack a crystal ball to assess short-term trading's viability, I remain confident in its long-term potential. Despite considering purchasing stocks when they briefly hit 1800p in late October, I ultimately chose not to. As it appears quiet here, I'm curious if anyone possesses insights into what lies ahead.
Although initially skeptical, I acknowledge that Computacenter's significant presence in the US market has attracted the attention of influential figures such as Mr. Dell.
The recent drop in the market indicates nervousness ahead of Monday's Pre Close Statement. While I wish I had a crystal ball to determine if short-term trading is worthwhile, I still believe it is a long-term investment. I almost purchased some stocks when it briefly reached 1800p in late October, but I decided against it. It seems quiet here, so does anyone have any insights on what the future holds?
Despite my skepticism towards this column, I believe that the strong presence of Computacenter in the US market is catching the attention of influential figures like Mr. Dell.
These results indicate significant progress and no unexpected outcomes, suggesting that these shares have the potential to bounce back to their previous levels from a few weeks ago. Here are a few noteworthy highlights:
- The US market already contributes to over 50% of net sales.
- There is a commitment to provide a shareholder return of at least 10% of market capitalization by the end of 2024.
- Pre-booked orders have increased by 130% at the end of the year.
Considering the trend of companies listing in the US, I wonder if a US listing or a dual UK:US listing would enhance the valuation multiple. Regardless, this company's track record should justify a price-to-earnings ratio of 18+ which would value it at £30 or more.
ComputaCenter plc posted interims for the HY ended 30th June this morning. Revenue was up 26.8% to £3,584.9m, PBT was up 13.9% to £122.8m while EPS was up 13.7% to 76.5p. The Group is on course for its nineteenth year of uninterrupted full-year adjusted diluted earnings per share growth. The balance sheet remains solid with over £300m cash and net funds of £164.8m. Valuation is relatively attractive with forward PE ratio at 12.4x top quartile for the Software & IT Services sector. The fragile macro environment is the main cloud to the investment case, share price also lacks some momentum. CCC is a solid, growing and profitable company worth monitoring for the longer run, but is perhaps still a little early to be buying...
...from WealthOracle
www.wealthoracle.co.uk/detailed-result-full/CCC/787
Stargate
Nice prediction :) Are you are a charter by any chance!
Nice rise!