Added to YB: 2024-06-13
Pitch date: 2024-06-12
GAMA.L [bullish]
Gamma Communications plc
-22.89%
current return
Author Info
Robin's Research is a self-taught long-term investor sharing stock pitches in their newsletter. Sign up for the newsletter.
Company Info
Gamma Communications plc, together with its subsidiaries, engages in the provision of technology-based communications and software services for small, medium, and large sized to businesses in Western Europe.
Market Cap
GBP 1.4B
Pitch Price
GBP 14.11
Price Target
N/A
Dividend
1.19%
Sector
Diversified Telecommunication Services
Category
growth
Gamma Com plc (UK:GAMA)
GAMA.L: UK/EU cloud comms provider w/ strong FCF, 13% YoY growth (90% recurring rev). Expanding in UCaaS mkt (14.5% CAGR to '32) via M&A, organic growth. 30% ROCE, resilient in downturns. Risks: Regs, M&A, low mgmt ownership. Potential: Market tailwinds, margin expansion, buybacks.
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