Added to YB: 2026-01-23
Pitch date: 2026-01-21
GAMA.L [bullish]
Gamma Communications plc
-3.65%
current return
Author Info
No bio for this author
Company Info
Gamma Communications plc provides technology-based communications and software services to small, medium, and large-sized organizations in the United Kingdom, rest of Europe, and internationally.
Market Cap
GBP 816.9M
Pitch Price
GBP 9.03
Price Target
N/A
Dividend
2.30%
EV/EBITDA
6.98
P/E
12.78
EV/Sales
1.39
Sector
Diversified Telecommunication Services
Category
value
2025 Q4 & FY Portfolio Review - Gamma Communications plc
GAMA.L (new position): UK cloud comms leader w/ 90% recurring rev, 50%+ gross margins trading at 9x P/E vs 20-25x historical avg. Market overreacting to 1% UK organic growth & Microsoft Teams threat. Recent Starface acquisition adds EU scale. Mgmt conviction shown via £85M buyback (10% market cap). Monitoring Q1 for German integration & UK recovery signs.
Read full article (1 min)