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In for some here last month, £10. See what results bring.
Peel Hunt UPGRADE yes UPGRADE (not many around lately)
GAMA.......... GAMA COMMUNICATIONS PLC
30 Mar 2020 Peel Hunt Buy 992.00 1,000.00 1,420.00 - Upgrades................sp Target 1,420p.
Interesting stock this with plenty of broker backing and a very decent last update.
30 Mar 2020 Peel Hunt Buy 992.00 1,000.00 1,420.00 - Upgrades
17 Mar 2020 Peel Hunt Add 992.00 970.00 1,420.00 - Retains
10 Mar 2020 Peel Hunt Add 992.00 1,230.00 1,420.00 - Retains
04 Mar 2020 Barclays Capital Overweight 992.00 1,300.00 1,350.00 1,500.00 Reiterates
02 Mar 2020 Peel Hunt Add 992.00 1,210.00 1,420.00 - Retains
24 Feb 2020 Peel Hunt Add 992.00 1,340.00 1,420.00 - Retains
19 Feb 2020 Peel Hunt Add 992.00 1,320.00 1,420.00 - Retains
16 Jan 2020 Barclays Capital Overweight 992.00 1,355.00 1,250.00 1,350.00 Reiterates
15 Jan 2020 Peel Hunt Add 992.00 1,335.00 1,100.00 1,420.00 Retains
https://www.investegate.co.uk/gamma-communications--gama-/rns/annual-financial-report/202003170700023607G/
Year ended 31 December
2019
2018
Change (%)
Revenue
£328.9m
£284.9m
15%
Gross profit
£166.5m
£132.2m
26%
Gross margin
51%
46%
Profit from operations
£45.5m
£34.4m
32%
Adjusted EBITDA
£63.5m
£48.3m
31%
PBT
£45.2m
£34.5m
31%
Adjusted PBT
£48.1m
£34.9m
38%
EPS (Fully Diluted, "FD")
36.1p
30.0p
20%
Adjusted EPS (FD)
40.8p
30.3p
35%
Total dividend per share
10.5p
9.3p
13%
Cash generated by operations
£54.0m
£40.6m
33%
Cash generated by operations / adjusted EBITDA
85%
84%
Sales per Regions
2018 2019 Delta
GBP (in Million) % GBP (in Million) %
United Kingdom 281.50 98.8% 313.70 95.4% +11.44%
Overseas 3.40 1.2% 15.20 4.6% +347.06%
Very volatile stock tho. Chart flat at the moment.
one for my red hot watch list.
Issues again Gamma - just as SP was looking strong
All gammas hosted phone system down for all customers today for 6 hour so far. not good
Sold some of mine today. Bit scared to hang on as price has more than trebled since I bought. Cannot be wrong to take some profits. good luck if you still holding.
fallen by 30p as being shown by LSE. I can sell at just over 600 and buy at 606.
Who's been topping up Well over £1.5 M bought last week... Now that's big
Director sells. DD
what did I miss yesterday that caused the price to fall ?
I bought into Gamma in June this year at 273 so ,like you, am pretty pleased at developments
Still rising, when I first came on to this share it was circa 270, climbing now almost 200 up... Great
Since I last posted here the SP has risen circa 35%, nice rise. I am now wondering how high this will be by the year end?????
Tue, 9th Jun 2015 07:00 RNS Number : 5754P Gamma Communications PLC 09 June 2015 ? 9 June 2015 Gamma Communications plc Grant of options Gamma Communications plc ("the Company") announces the following grant of nil cost share options over ordinary shares of 0.25 pence each in the Company to the following Executive Directors of the Company pursuant to the Gamma Long-Term Incentive Plan established on 2 September 2014: Director No of Options Exercise price Robert Falconer 108,888 nil Andrew Belshaw 51,851 nil The above options were granted on 8 June 2015 and the exercise of the above options is subject to certain performance conditions having been met during the three year period up until 31 March 2018.
I'm surprised that the RNS didn't say "We are Pleased to Announce We've signed a £3.5m, three year agreement with Taylor Wimpey plc, for a managed communications infrastructure service. Got to be good news...
June 2015 Gamma Communications plc Residential Property Developer Taylor Wimpey agrees managed communications infrastructure service with Gamma Gamma Communications plc, a leading technology-based provider of communications services to the UK business market, announces it has signed a £3.5m, three year agreement with Taylor Wimpey plc, for a managed communications infrastructure service. Gamma will take over the existing traditional fixed and mobile voice services to all Taylor Wimpey UK locations, and will be migrating these services to Gamma's Cloud-based unified communications service. Andrew Feldon, IT Director of Taylor Wimpey commented "We evaluated the market for a partner capable of helping us transform our communications estate whilst being sympathetic to the transition and sizeable change program we envisaged this would bring. Gamma showed leading capabilities throughout the whole process and demonstrated the best overall solutions to help us achieve our operational, commercial and business goals. We are delighted to be working with Gamma and look forward to forging a strong partnership with them and delivering the significant benefits this program will bring to our business". David Macfarlane, Managing Director of Gamma Network Solutions, added: "We are delighted to be selected as Taylor Wimpey's long-term strategic partner for communication services. Gamma's cloud services drive down cost and complexity for organisations whilst improving service availability. We look forward to delivering real business value to Taylor Wimpey".
Out
Gamma Communications plc ("Gamma Communications plc" or the "Company") Exercise of Options The Company confirms that, following the receipt of notices of exercise of options from employees and an ex-employee, it has today issued 1,099,111 Ordinary Shares (the "New Ordinary Shares"). Application has been made for the New Ordinary Shares to be admitted to trading on AIM and dealings are expected to commence on 26 March 2015. Following the issue of the New Ordinary Shares, the number of Ordinary Shares in issue will increase to 89,628,238. For the purposes of the Financial Conduct Authority's Disclosure and Transparency Rules ("DTRs"), the issued ordinary share capital of the Company following this allotment consists of 89,628,238 Ordinary Shares with voting rights attached. There are no Shares held in treasury. This total voting rights figure may be used by shareholders as the denominator for the calculations by which they will determine whether they are required to notify their interests in, or a change to their interest in, Gamma Communications plc under the DTRs.
Exercise of Options
Some massive trades happened in the last hour, traded at 2.40 which could be either a buy or a sale despite ADVFN reporting them as sales. Anyone with any idea what could be going on here?
Shares Magzine sound bullish on 300-350p being hit within a year, one of their picks for 2015. Article BelowL: Out-competing both large and small rivals for years, Gamma Communications (GAMA:AIM) is a telecoms technology rarity growing at a pace that is far out-stripping its peer group. We believe the shares will put up a banner performance in 2015 on a forecast upgrade and re-rating double-whammy. Analysts at Investec have a 295p target price slapped on the stock, but we think the shares could go close to 350p during the next 12 months. Newbury-based Gamma finally joined AIM on 10 October after pulling its previous float attempt as markets turned sour. This is a technology-based supplier of communications solutions in the UK. Its cloud and call control products allow businesses to manage increasingly complex voice, data and mobility requirements. It also provides best-in-class broadband, ethernet, mobile and data services. Unlike most telecoms stocks exposed to a secularly declining industry, Gamma has focused on developing its own intellectual property-based solutions to exploit growth niches. With a proven record for innovative development and fast deployment, Gamma is already a leading player in areas such as SIP trunk deployment (a way of plugging into a cheaper, faster and more reliable network) and hosted PBX, which effectively uses a web portal interface to provide an end-toend, managed communications hub. But what also stands out is Gamma’s route to market. It doesn’t have an army of engineers, vans and sales people, instead relying on a backbone of more than 650 channel partners to sells its products and services, such as Network Telecom, OPUS and the soon to go private Daisy (DAY:AIM). Roughly 80% of last year’s near-£150 million of revenue came through channel partners. Effective cross-selling of several, multi-year solutions together has been part of this successful story. In 2010 ‘bundled’ revenues (SIP, hosted PBX, inbound, data services, for example) were effectively zero, yet analysis by Investec suggest close of 50% of gross profit will be derived from channel partners selling four, even five, products and services in a package. This helps make customers increasingly sticky and future revenues more reliable, with at the same time maintaining lofty gross margins, about 48% from next-generation services. Current forecasts fail to reflect this track record or position of market strength. Investec admits its own estimates are set ‘conservatively,’ with earnings per share (EPS) growth in the low single-digits for 2015 and 2016. By contrast, this year’s EPS is anticipated to rise 26%. Assuming 16% growth can be met in each of the next two years, and applying an 16-times price to earnings (PE) multiple, reasonable given the growth and implied 2.6% dividend yield next year, the shares could be trading beyond 300p inside of a year.
Boys invest here if you want only 20% increase in profit after tax! That's good for a UK company! But you would be more financially astute to invest in an Alibaba esque! BtB eCommerce company that listed on AIM 11 months ago with a great track record and in business since 2004. It is returning Profit after Tax of 104% last year earning £13 m. with revenue of £50m. Not bad, is it? It will grow a lot as it caters to the needs of small businesses in eastern China seaboard south of Shanghai. Come along for the ride. You won't regret it as it has only a P/E ratio of less than 5 at the moment! What a bargain!
http://www.lse.co.uk/share-regulatory-news.asp?shareprice=BSV&ArticleCode=ep80rgr0&ArticleHeadline=Interim_Results_and_Change_of_Company_Secretary notice it has been selected by BSV and has excellent growth record and sp shooting up, perhaps due to lack of stock. http://www.gamma.co.uk/media/1842/infographic_2014-v2.pdf http://www.gamma.co.uk/investors/company-reports/