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Not sure MSFT have a habit of buying small data centre businesses.
How would this fit?
Decent results strong cash generation and profit is still high
Looks like there relationship with Microsoft has tightened
Would like to see Microsoft acquire them if it continues (may aswell)
minimal current debt if you know what that means?
Operating cashflow covers 7x over
Plenty of debt here. Not saying co doesn’t have attractions but debt free not one of them
Profit margins have remained strong in the period, at 37% for adjusted EBITDA and 17% for adjusted PBT. The Group's cash generation has been good and ahead of the Board's expectations, with the cash position increasing to approximately £26.0 million at 30 September 2021 (31 March 2021: £23.0 million). The revolver loan drawn amount remains unchanged from last year and along with lease liabilities the Board expects net debt to be approximately £50.0 million at 30 September 2021 (31 March 2021: £54.6 million).
I'm a cash flow investor and like to value the whole firm
I've predicted 3 takeovers this year using the dcf method I have developed
I still think it's worth around the 800 million pound mark, it's generating £40 million every year
No current debt and is a cash cow
You would be laughed out of the board room if you offered 200m quid for this company
I like to buy companies that the market thinks are garbage and then sell them when the market realises they aren't
Competitive advantage seems like the only con in this company crowded space
Would like to see 6 month results though
Been a holder here a while and adding at these depressed levels way too cheap and nailed on for an approach imo...
I too have bought in here recently, just £6k though. A possible TO target, but if not then still not a bad company to hold as it is looking cheap with a PE of just 11.7.
Bubba- could you explain your 700p intrinsic value?
Got 10k worth today will be looking to increase in future
I'm still waiting for 130p
I took an initial position @ 153
Might be topping up soon as placed limit buy at 141
R&D tax credits expanded in Budget to include cloud computing. This can only help..
Impossible to predict the bottom on AIM stocks from past experience as most are very illiquid and the spread is huge
One big seller can torpedo the stock to ridiculously low levels
TA isn't useless but it's definitely less effect than buying the dip in my personal opinion
And as you have seen with Iomart one bad update can send the share price plummeting 30%
Hi all I too am underwater with thus stock. I think to soon to average down. Looking at the chart I see we are oversold but as of yet no divergence or upward dynamic. Long term support comes in around 135p macd shows down and stochs low but negative. I will wait to see if 130 is tested. I am surprised by the fall when profit is not to be heavily impacted. Very undervalued I think.
Im thinking about a top up. One of the worst in my portfolio but down too much. Has had a difficult few years but in an expanding work space, experienced, profitable and cash generating. Hmm following a falling knife?
I have a similar dearth of fingers. Like you I'm looking for a top up point: should have sold long ago, didn't, and the present holding is hardly worth selling - sometimes in this situation a small top up has done wonders.
This is a bargain as long as cash flow is in line with last year
Worth 350m plus easily
I'm telling you like I told the guy before this is gonna get bought by a private equity company or another cloud provider
Trading at an significant discount to its intrinsic value I'd buy shares and wait for 6 months report to come out then buy more
I do not hold IOMART and am currently watching for a possible entry based.
I think their hybrid cloud business and the associated recurring revenues is interesting.
I note the trading update had lower hardware revenues and I think that is to be expected with home working and lower office attendance.
Big drop with 160K traded so far this morning, now only £1.53 to buy today, should I resist my knife catching practice said the man with no fingers?
They don't want to fired.
Take care.
Not sure the logic in that surely you would just take the compensation if you were fired haha
Read the results and forward look. Reckon Director purchases are to keep their jobs as it looks good to the boss. They know the score.
I noted IC recommended buy at £2.80 back in June!
at 4% yield with 10% recovery more than easily achieved seems a good buy. Anyone know otherwise?
Yea the only reason insiders buy shares cos they think its cheap or for tax reasons
Its a buy but be careful on the AIM its a minefield
I found this today on a 52 week low list and remembered their Madasafish internet service from 20 years ago!
Just looking at recent RNSs there are director purchases going through so might be some hope here?
· Joanne Cunningham, spouse and thus a person closely associated ("PCA") to Scott Cunningham, Chief Financial Officer, purchased 7,000 ordinary shares of 1 pence each ("Ordinary Shares") at a price of 170.0 pence per Ordinary share. Following this transaction, Scott Cunningham's beneficial interest is 20,000 Ordinary Shares representing 0.018% of the total voting rights in the Company.
· Karyn Lamont, Non-Executive Director, purchased 7,000 ordinary shares of 1 pence each at a price of 170.0 pence per Ordinary share. Following this transaction, Karyn Lamont's beneficial interest in the Company is 7,000 Ordinary Shares representing 0.006% of the total voting rights in the Company.
Might buy into this now only problem is economic moat
Hopefully they find a diamond in the rough with one of their acquisitions
Still think the whole company is worth 400 million quid so maybe a takeover target themselves but probably operating in the wrong industry
Have been looking at this stock for sometime and have held off, on a strategic level not sure how it can compete with aws, google, Microsoft and all the other companies that operate on a worldwide basis, let alone European it / Indian it suppliers.