Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Growth and revenue on the up!
Is this even being traded today? It hasnt updated on any platform
Thanks Skid, will look into that one
Antropica.
I have been following ncc for a while too, mocrofocus not really a cyber stock but an interesting business model for a software company.
I'm a holder in cns which is a well run company, hopefully the cfo leaving is purely just a career move as I'm sure he would be in demand after cns.
Read a bit about this one, well established and reasonably well run business, quite undervalued ATM.
Tempted to get in, any long term holder who may raise concerns about NCC group. Amongst the UK cyber security stocks this seems to me the less risky -I like microfocus too, but its too early in their recovery play and Darktrace seems to be in deep and dark place atm-
Possible market over-reaction in my opinion.
I live in the north west and know a lot of people who work for NCC. They all say the same thing - they're really busy, winning new work and are growing constantly.
I've been an investor in NCC since 2011, have ridden through the good and bad with them and consistently topped up. In a world where so much is connected to the internet (even my washing machine!), everything is hack-able therefore internet security is only going to be more important.
Perhaps NCC isn't a 'fashionable' share, which means it gets forgotten about. I'll just buy some more now they're back on sale and wait for the next rise. I'm in no rush on them, so I'll enjoy the rises when they come again.
Tempting to buy back in now? I know I am …
Anyone have any ideas why the massive drop?
I've topped up.
i'm back in
150 is the sweet spot but this is a great business in a terrific growth area
This share has been very good to me. If it dipped below £2 I think I would be very very tempted to buy back in.
GLA All
The AGM trading statement was the bit of positivity we needed. The previous update was good but but we needed indicating ongoing revenue growth.
I am a holder of NCC shares nursing a huge paper loss at the moment . Disappointed that we haven't heard anything at all from the company recently. We just want some news - good or bad . We are surely entitled to some news ie how the company is doing if it is poorly we need to know. It is like a wall of silence. Does anyone know when we are due a trading statement?
GLA
Generally bought in 2016 when it went below £1, and again in 2019 when it dipped down to £1.20 or so, so cap gain of c100% which is nice. Business is fine, but 30x PE leaves little room for disappointment here. I'd give it another look if it fell back below £2. GLA though.
The share price has been in free fall since. Overall the results were quite good except that did not show significant revenue growth which might be understandable given period covered and comparison. Hopefully the company can provided an October update that shows growth.
Future looks robust.
I don’t think we have seen the end of this good run yet. Lots of after hours buys and results on 14 Sep. Cyber Security is the ‘in thing’ - globally.
£3.20……had this share for 2 years, love it.
Look up TERN plc, currently available at 18p a share at a 60mil mcap.
They hold a majority stake in several companies, most notably a 60% holding of Device Authority, which provides some of the best in class security in the IoT space.
They are used by Microsoft, Entrust, Dell, Medigate and many others to name a few: https://www.deviceauthority.com/ecosystem/our-partners
Device Authority's competitors are valued at about 4-8bil and recently it was recognised as offering a better solution than its competitors: https://www.deviceauthority.com/news-article/device-authority-leader-spark-matrix-iot-identity-and-access-management-iot-iam-2021
Device Authority's Keyscaler is the only solution that can delivery security steps 1 to 5, at scale and with zero touch in the IoT device security sector. Hence why it is used by the biggest mammoths in tech.
Do your own research of course, but this company is going to be worth magnitudes more than it is worth now and TERN's share price will re-rate into the pounds. The largest holders expect this.
You can currently buy TERN shares for less than the recent placing which was 18.8p. It'll soon head back to the high 20's and break 30's as it is going to be listed in the US within the next few weeks.
Not a ramp, just a tip. :)
It is interesting that you have now sold at around £3.10 having endured various ups and downs over the last few years.
I have this morning acquired a small line of stock at today's low and as of this moment of posting, I am ahead that is after all expenses. We will see.
After 8 years i finally sold. There were many ups and some downs. One serious down in October 2016 which hurt. However we bounced back and i always said i would sell at £3.10 after the crash in 2016. I have no doubt that this share price will see higher days than today. Hopefully there will be another entry point for me and i can enjoy the ride all over again.
Good luck all. It's been emotional
The stock's on a PE of c30x 2022 earnings, whilst they've acquired IPM at 7x sales - hardly the deal of the century. I'm up over 100% on my purchases now so I've let some go at 294p this afternoon.
It's equivalent to about 9% of current sales - hardly transformational. Over-reaction...??
Market seems to like this a lot!!
Ncc on rocket fuel today