Go Dink
27 Aug 2015
Dividend pay date tomorrow (28 Aug)? I think GBG maks their divi payment tomorow (28 Aug) which might explain the fall in sp.Rated a weak buy on sp weakeness but long term hold; imhoDYOR
sauloman
29 May 2015
200p Well done up to 200p. that is more like it.
in4
29 Apr 2015
Re: octopus investments as per RNS is this an acquisition or disposal; repleat with 7% voting rights?
Greasetigger
02 Dec 2014
Lambrini Girl Just so people know Lambrini Girl is a serial de-ramper. Has appeared on all the sites of shares that I have had significant increases with saying they are about to crash. As ever people have to make their own decisions despite noise and self-interested mails.
Go Dink
02 Dec 2014
Intel buys PasswordBox I wonder if there could be a bid for GB Group soon? They are working with the likes of Microsoft so there could be a potential bid there?Purley speculative, otherwise GBG looks fully valued.
Muzzletoff
24 Nov 2014
Wheat from chaffe I am slightly cynical about acquisitive companies. What starts as a strategy becomes a habit which can be abused by CEO's to get them out of holes when revenues or profits aren't growing except when they are making acquisitions.My guiding star is cash generation, but this in turn gets confused when companies place shares, and you lose track of the fact, and assume a great lump of cash sitting on the balance all the natural cash generation of the business, not the reinvestment by shareholdersIt also becomes increasingly hard to benchmark what true performance there is when every year or several times a year an acquisition is made.Once CEO's get in the habit of adjusting the p&l because of various amortisation issues, and exceptional costs right down (funny how exceptional costs are exceptional every year!) they find it hard to stop. I am not saying this is true of GB Group, but beware of acquisition as a habit.You would never know that the business that the business GB Group recently acquired was significantly loss making from its announcement on acquisition. Those losses may have arisen from sunk development costs, which may not be recurring. GB group may be significantly trimming down to an appropriate size a badly managed business. It may be taking the core development it likes and dispensing with other cost overhead. Let's hope it won't be earnings enhancing purely because GB has capitalised the development costs, an habit of some financial engineers.Many a time cash generative businesses have got out the torpor of boring daily business by an acquisition strategy that uses its cash to acquire, and gradually leverages the balance sheet with borrowings, and deferred acquisition costs. That's all well and good when the cycle is ever upward, but not so much fun when the cycle turns. Just saying....
lambrini girl
21 Nov 2014
Re: Sell off SELL initial target 107..
