Added to YB: 2026-02-23
Pitch date: 2025-12-08
GAMA.L [bullish]
Gamma Communications plc
-4.35%
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 793.7M
Pitch Price
GBP 9.19
Price Target
N/A
Dividend
2.36%
EV/EBITDA
6.79
P/E
12.48
EV/Sales
1.35
Sector
Diversified Telecommunication Services
Category
value
Gamma Communications plc - $GAMA.L
GAMA.L: UK cloud comms provider w/ 1/3 UK SME market via 1,500+ reseller network. 90% recurring rev, >90% FCF conversion, 20-30% ROIC, near-zero debt. 19% EPS CAGR last decade now at <10x P/E. MSD-HSD growth from Jan 2027 PSTN shutoff (50% UK biz still to migrate) + Germany 15%+ growth (20% adoption vs UK 33%). 9-10% FCF yield + buybacks. Re-rate to 13-15x = 20-30% IRR over 3-5yrs
Read full article (8 min)