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I invested in March and only because after researching the fundementals of every single AIM company, this was on a shortlist of 3. It is a solid company and yesterday's drop is very confusing considering they have just reported a 23% improvement in revenue in its first half.
I'm still a LTH but I've also moved some money around and bought more yesterday as a short term investment as I can see this getting back to where it was and beyond in the couple of weeks
I finally had time to dig out the H1 report from yesterday, apart from a light weakening of some margins and obviously the reduced cash (from buying businesses) the figures look there or there abouts, the dividend and its annual growth is safe. Not bad, maybe other people expected even better. I think 10% price fall is unreasonable but interestingly still within my spread of expectations.
Nice to see this today
BARCLAYS RAISES GAMMA COMMUNICATIONS TARGET TO 2,250 (2,100) PENCE - 'OVERWEIGHT'
Yep I thought about doing that and then decided 1) never catching a falling knife 2) I already had enough invested in GAMA 3) everything else is doing so well, why sell. I hope your decision works out well for you.
Extract from yesterday's H1 results:
Our market
The COVID crisis has highlighted the importance of our products and services for end users. During
the crisis they were able to carry on their business and many new customers have enjoyed the benefits
of using a UCaaS product for the first time. As businesses move to new post-pandemic working
practices, many are finding that a UCaaS solution will assist them with home-working or hybrid-working.
We are seeing traffic volumes increase as the economy rebounds.
The PSTN switch off in 2025 is also a driver for businesses to move to a UCaaS solution – we
estimate that 3m PSTN lines used by micro businesses will need to be migrated.
We are finding that businesses of all sizes are now embracing UCaaS and the pipelines for both our
Direct business and our Channel Partners are strong. As our CEO describes below we now have a
number of solutions for businesses of different sizes. This bodes well for our future growth.
This will explain the change over from PSTN
https://business.bt.com/insights/digital-transformation/uk-pstn-switch-off/
Was hoping for a bit more of a fall today to be honest, give me a more compelling reason to top up. But I have reallocated some funds from profits in a few other shares, moved a bit more in to Gamma.
As I said below, the news needs some RNS explanation
I’m struggling to understand to huge drop!!
I’m on a break in a really bad area getting on line, have I missed something?..
all the profit growth in the new companies, core companies are offering no organic profit growth, dead hand of management or merely moving from cash cows into stars, it needs some words from the board.
Trading update and outlook for results to be towards the top end of consensus estimates. Figures are published too, which is brilliant.
Has anyone any information as to why share price is rising today (+5.72% now)
Hello board. No, no, let me speak.
Been looking at the fundamentals and this stock looks like an impressive long-term performer. May I ask holders, do you expect this to continue for the foreseeable future? Whats the downside? Thanks, and sorry for interrupting the party.
Based on our trading in the first quarter and the expectation that the UK will not enter into another lockdown period, we anticipate revenue, adjusted EBITDA and adjusted EPS for the year ended 31 December 2021 to be at the higher end of the range of market forecasts*.
The Board will provide its next trading update prior to the publication of the half year results.
* Note: Company compiled consensus is based on forecasts which have been updated to take into account Gamma's 2020 audited results. The ranges are Revenue £442.4m - £461.3m; Adjusted EBITDA £86.0m - £94.0m; and Adjusted EPS 54.9p - 63.1p.
Happy to watch this grow but has to be the least active BB on LSE?
John
I've worked for Gamma for 11 years, they have an excellent long term business strategy. It's a solid investment that will continue to grow, I'm sticking with my '£20 in 6 months ' from April.
https://www.telegraph.co.uk/investing/shares/questor-still-bright-future-two-stocks-300pc-gains/
This is such a noisy board lol.
Gotta love these silent assassin movers. No relentless ramping required.
Looks like today's the day
Can we not smash through this 1800 level once and for all....???
Do you mind?? I was trying to have a conversation with myself!!!
(I agree on the £20)
Within 6 months.
New 3% holding Kabouter Management, LLC, Chicago.
come on keep pushing you can do it....
Surely we're going to get a breakout here soon. 52Week high of 1805p.