Member Info for f15jcm

Real threat of a more left-leaning, anti-business PM

Fair comment. 2026 will benefit from having a full contribution from TRC. Brokers have 8% of organic growth pencilled in for 2027. Of course, there will likely be more acquisitions. I suppose the record order book should go without saying, given they have just acquired $30m+ revenue business

The 2026 EPS estimate has actually been revised down from 1.9p to 1.0p. 27 & 28 EPS estimates are unchanged despite revenue forecasts being increased. I don't think the market will care about the 2026 numbers too much, but it's a shame there is no expectation of operating leverage in subsequent years. Gross margins are high, so any top line beat would likely get things moving. Watchlist for me

Bear in mind that only one of the three brokers has updated their numbers so far. (Peel Hunt) When the other two update, the consensus forecast will obviously fall further

26 & 27 forecasts have just been substantially downgraded due to the impact of the UK budget. I've sold out and taken a short position

https://www.marketscreener.com/quote/stock/GAMING-REALMS-PLC-13808974/consensus-revisions/

Will be interesting to hear what the investment plans are. I've been impressed with Amanda so far. I hope she proves to be a good allocator of capital. She is well incentivised to get the shares over £6

Purely speculation, but I think the CEO appointment is part of a medium-term plan to sell the business and provide Ric with an exit.

Nearly as many traded here today as there was on results day

Broker ups the target price and the stock falls 3% while shorts close out. Do you think this game is rigged??

I've added. Especially in the short term, risk/reward looks incredibly attractive when you consider there are closing shorts and a buyback in play.

I don't think macro is too much of a concern given the comments about the sanctity of the British holiday.

They certainly do: ''spending on holidays for the next 12 months is the most protected discretionary category for consumers, ahead of health'

The share price pulling back like it did was a positive for those that held, as it made the buyback a lot more effective

Looks like my luck has changed :)

Market was massively wrong on this one

Brokers = momentum traders, from my experience

Needs to be viewed in the context of record Q3 comparative period

Double digit earnings growth, on a single digit PE, with an ever growing cash pile, should make for a no-brainer. Fingers crossed

I agree, seems mispriced. I've added another 10k this morning. Amanda seems to be doing a good job

The trouble with the NAV is, it goes down every month

It was a £40m mcap in 2020 when there was no commercial drug on the market, so yeah, I reckon

A treatment they deliver services for going commercial. Surely this is the best case scenario for the company?

*of that actually happening