Member Info for compadre

Analyst estimates published and a beat of consensus for pbt: The latest company-compiled view of analysts' expectations for the year ended 30 September 2021 gives a range of £694.0m-£711.3m for revenue, with a consensus of £699.7m, and a range of £109.8m-£113.2m for adjusted profit before tax, with a consensus of £111.6m.

revenue for the financial year is expected to be slightly ahead of current consensus market forecasts. However, as a result of a higher proportion of term licence sales than anticipated, adjusted profit before tax is expected to be significantly higher than current consensus market forecasts. Net cash at 30 September 2021 is also anticipated to close very strongly, ahead of projections, at approximately £13.0m (30 September 2020: £7.7m).

Agreed. Looking good here for a crack at £30

BERENBERG RAISES NEXT FIFTEEN COMMUNICATIONS TARGET TO 1,270 (1,140) PENCE - 'BUY'

Again. Well done, fantastic little company this.

Do you work at the company?

Agree with sentiment on this board. It's an undervalued company vs peers so a long way for the shares to go, barring any general market corrections which could be looming.

There’s a pdf you can download at the bottom of the article for the full 20 page report. Looks good and hopefully make our way back up to 180 mark. This fall since ATH hasn’t been great

£20 could be on the cards by the end of the year?

The oddities of the stock market

Yes there is a lot of scope for multiple expansion given peers such as Softcat trading high 30 PEs, with similar, if not lower growth over there?

Computacenter said it 2021 will likely be another year of "substantial progress" following a robust first half performance.

The computer services provider expects to post 50% year-on-year growth in adjusted pretax profit for the first half of 2021. Profit would have been even further ahead had there not been supply shortages in the industry, it said.

"As we enter the second half of the year our Services backlog and more particularly our Product backlog, across all geographies, are at a record high which gives us a high degree of comfort," said Computacenter, adding that it concerns remain about supply shortages and a further strengthening of the pound, but does not believe either of these headwinds will get any worse.

The firm added: "After a record breaking performance in 2020, as we entered into 2021, there was some understandable scepticism as to whether Computacenter could continue with its 16 years of uninterrupted earnings per share growth. Given the performance in the first half, the current backlogs and the forecast to the end of the year, while nothing in life is ever certain and we face a stronger comparative in the second half, it is highly likely that 2021 will be another year of substantial progress for the group."

Trading update and outlook for results to be towards the top end of consensus estimates. Figures are published too, which is brilliant.

Market likes that

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.

Simply stunning.

Fully priced in according to markets. Maybe waiting to see how far ahead of expectations they are currently trading before the next leg up.

market liked it

That's a good PEG, can you share your workings please? I'm being lazy

Been buying here Jan-Feb, with a good write up in their latest factsheet. A good institutional name to have on the register and he gets most of his calls right. Hopefully he does here too.

LIBERUM RAISES AB DYNAMICS PRICE TARGET TO 2,400 (2,300) PENCE - 'BUY'