GB Group - Live Discussion

oldjoe1 20 Apr 2016

GBG, Broker Updates.......... GBG..... GB Group PLCBroker updates......GB Group PLC GBG Peel Hunt Buy 275.13 273.00 300.00 300.00 ReiteratesGB Group PLC GBG finnCap Buy 275.13 273.00 290.00 350.00 Reiterates

oldjoe1 20 Apr 2016

GBG, AHEAD OF EXPECTATIONS..... GBG GB Group Online Security etc etc. 'GB Group ahead of market expectations'<a href='[link] target='window'>[link]

mcescher 28 Mar 2016

Analysis visual report on GB Group The EPS growth is expected to be 31%. ([link] Anyone believe the analysts?

Muzzletoff 01 Dec 2015

Results A superficial look at results suggest a pretty good picture for GB Group.With the deferred consideration payments now made for the acquisitions, we hope there will be the same incentive to perform for the acquired businesses. Sometimes, the acquired businesses bust a gut to reach their incentivised 2nd stage payment, and the management relaxes, and it goes back to its normal earnings profile, or leaves a bit of a hole in the pipeline, because everything has been sucked in to the meet the 2nd stage acquisition payment.Obviously their standing cash has been hit to make these payments, but historically GB has been pretty cash generative, so assuming earnings normality the cash will continue to come in.

oldjoe1 01 Dec 2015

GBG, Very Strong Results......... GBG GB Group PLC report half year figures right on the button, a very strong period and going forward looks strong...[link]

oldjoe1 27 Nov 2015

GBG, Results tuesday......... GBG GB Group PLC..[link] tuesday.

oldjoe1 19 Nov 2015

Record Number Of Payments.... Home » Market News » BrokerTalk » A record number of payments being processed in the UK in 2024, a payments industry trade body has predicted.vipera-plcA record number of payments being processed in the UK in 2024, a payments industry trade body has predicted.A rise in the number of transactions made via credit and debit cards, the internet and mobile devices will lead to a record number of payments being processed in the UK in 2024, a payments industry trade body has predicted. Payments UK said that it anticipates only a slight rise in the average number of payments each UK adult consumer will make a year by 2024 compared to 2014, from 656 to 679 payments, but that it expects consumers to move away from using cash and rely instead on other means of payment instead over the next decade.The number of cash and cheque payments made annually by UK adults is likely to fall over the next decade, Payments UK said. Next year it is “expected” that “the total volume of all non-cash payments made by consumers will exceed the volume of consumer cash payments for the first time”, and by 2024 it is anticipated that cash payments will account for just a third of all transactions made in the UK, the trade body said. In 2014 cash payments accounted for 53% of the market.“An all-time record 44 billion payments will be made in 2024, up 3.4 billion over 10 years, equating to 120 million payments per day,” Payments UK said. “The increase will be driven by rises in card, internet and mobile banking payments.”Financial services and technology law expert John Salmon of Pinsent Masons, the law firm behind Out-Law.com, said the payments market will be subject to significant reform as a result of impending new EU legislation, the second Payment Services Directive (PSD2). Pinsent Masons is hosting its Global Payments Conference in London on 17 November 2015 where the PSD2 reforms will be a main topic of discussion.“PSD2, now finalised, will open up the payments market to new businesses,” Salmon said. “A greater number of companies will be involved in the processing of payments, creating greater competition in the market and posing a threat to existing business models but also opportunities for new players in the sector.”“This is because the new regime envisages alternative ways for consumers to pay and to gain control over their financial data through technology like APIs on the basis of customers’ consent,” he said. “The opportunity also remains for banks to move first and provide customers with the services that PSD2 will be opening up to other players.”Contactless payment technology and growth in the e-commerce market will see debit cards become more popular for making payments over the next decade, Payments UK said.“Cards (both debit and credit) accounted for 51% of the volume of non-cash payments in 2014, but by 2024 they are projected to account for 60% of non-cash transactions,” Payments UK said. “Within this, the volume of debit card purchases is expected to grow from 9.2 billion in 2014 to 16.0 billion in 2024.”The Faster Payments payment system is also likely to become busier as consumers increase the number of automated credit payments they make, Payments UK said.“In terms of percentage growth in payment volumes, the strongest growth over the next ten years will be experienced by one-off automated credits processed through the Faster Payments Service, which is forecast to nearly double by 2024,” it said.

oldjoe1 18 Nov 2015

GBG, Present Fundies........ GBG GB Group PLCPresent fundies certainly not cheap, but you are paying for quality here. P/E falls from historic 54.8 2015, to prospective P/E of 29.5 to 2017EPS rise 49.4% 2016 and 24.2% 2017.GB Group PLCFORECASTS2016 2017Date Rec Pre-tax (£ EPS (p) DPS (p) Pre-tax (£ EPS (p) DPS (p)FinnCap 16-11-15 BUY 11.50 7.30 1.90 15.10 9.30 2.40Peel Hunt LLP 13-11-15 BUY 11.72 7.39 2.04 14.66 9.04 2.24Edison 12-11-15 None 11.78 7.30 2.00 14.66 9.10 2.202016 2017Pre-tax (£ EPS (p) DPS (p) Pre-tax (£ EPS (p) DPS (p)Consensus 11.75 7.30 2.02 14.66 9.07 2.221 Month Change 0.00 -0.05 0.00 0.00 0.00 0.003 Month Change -0.01 -0.06 0.00 -0.03 -0.02 0.00GROWTH2015 (A) 2016 (E) 2017 (E)Norm. EPS 27.08% 49.41% 24.22%DPS 10.00% 22.48% 9.90%INVESTMENT RATIOS2015 (A) 2016 (E) 2017 (E)EBITDA £10.38m £13.19m £16.64mEBIT £7.34m £11.80m £15.40mDividend Yield 0.62% 0.75% 0.83%Dividend Cover 2.96x 3.61x 4.08xPER 54.85x 36.71x 29.55xPEG 2.03f 0.74f 1.22fNet Asset Value PS 0.66p p p

oldjoe1 18 Nov 2015

Re: GBG, A Play On Terrorism........... GBG GBG Group PLCResults due 1st December......Embargoed until 7.00 a.m. 20 October 2015 GB GROUP PLC("GBG" or the "Group" Pre-close Trading Update GBG, the identity intelligence specialist, provides the following trading update for the six months to 30 September 2015 in advance of the release of its half year results. Group Trading PerformanceRevenue is expected to be approximately £32.3 million (2014:£23.2 million) representing a year-on-year growth of approximately 39% (2014: 28%) and includes strong organic growth of 18%. The Group expects to show adjusted† operating profit of £4.5 million (2014: £3.7 million), an increase of over 21% on last year after investing an additional £1.3m during the period in product and business development to drive future growth. Richard Law, CEO of GBG, commented: "The team at GBG has achieved another excellent performance in the period, both in terms of our high growth and continuing to lay the strategic groundwork to support our expansion in the UK and globally." The Group's detailed half year results will be announced on 1 December 2015. Note:† Adjusted operating profit means profits before amortisation of acquired intangibles, share based payment charges, exceptional items, share of results from associates, net finance costs and tax. For further information, please contact: GBGRichard Law, Chief ExecutiveDave Wilson, Group Finance Director & Operations Director

oldjoe1 18 Nov 2015

GBG, A Play On Terrorism........... GBG GBG Group PLCGBG GBG Group PLC, Identity Management. BIG AREA at moment. Bullish breakout from Flag. Next leg up on way?'GBG GBG Group PLC , with all this terrorist activity wether it be identity or cyber crime GBG services are going to be needed.GBG Group, I hear the Slater family like this one aswel. Its pricey on fundies but you pay for quality and earnings are rising.[link] Group share price informationName GB Group Epic GBGSector Software & Computer Services ISIN GB0006870611Activites GB Group, the UK's leading identity management business, helps organisations realise the full value of their customer base by recognising and verifying all elements of a consumer's identity at every interaction. We know that identity matters. Through the application of our leading technology, we protect, predict and provide information that is used to maximise customer value for some of the largest companies in the UK. The company provides an integrated and comprehensive range of data services to clients allowing them to interact effectively with their customers, improve long term profitability and reduce fraud. Index n/aLatest share price (p) 269.50 Net gearing (%) 26.67Market cap (£m) 322.52 Gross gearing (%) 45.35Shares in issue (m) 120.74 Debt ratio 13.99P/E ratio 66.78 Debt to equity ratio 0.20Divs per share (p) 1.85 Assets / equity ratio 1.83Dividend yield (%) 0.69 Price to book value 6.99Dividend cover 2.76 ROCE 11.06Earning per share (p) 4.00 EPS growth (%) 25.0052-week high / low (p) 290.00 / 141.50 DPS growth (%) 12.12GB Group broker viewsDate Broker Recommendation Price Old target price New target price Notes03 Nov Peel Hunt Buy 269.50 300.00 300.00 Reiterates03 Nov finnCap Buy 269.50 290.00 290.00 Reiterates

city watcher 30 Oct 2015

Re: RISE Been following these recently, note dividend was paid in Summer, but they have progressed well as a company from when Telme.com was their previous name, and although the price has risen too in the last 1/4 there may be more rise up to results, but always expect some profit-taking. Your former suggestmentmight just happen if they reach £3 +.

the wise owl 28 Oct 2015

RISE In my experience a chart like the recent few days of GBG is either a "pump and dump" or a leaked take over!RNS please!

Greasetigger 01 Sep 2015

Dividend Payment Have answered my own question, have been paid. Senior moment! Starting to be more frequent!!

Greasetigger 01 Sep 2015

Dividend Payment Have others received their payment? I haven't?

PIE-EATER 28 Aug 2015

Re: Dividend pay date tomorrow (28 Aug)? Think you will find it went ex-d a month ago, so fall definitely not related to that.......

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