Updates

GB Group

August 2025

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

GB was a front page write-up in April 2024 at 263p and initially zoomed higher to 378p before Trump tariff fears caused a retrace. But this provides a second major opportunity. GB is focused on solutions for online transactions and enables firms to reduce fraud that’s potentially in their business and enjoys terrific cash generation while net revenue retention (recurring revenues) for its two largest businesses was a scorching 101% last year! During lock-down when people were busily buying stuff on their PCs, the shares hit over £9 for a peak PE of 43x! Now they trade on just 12.7x, but the world hasn’t ended with in-line finals showing sales +3% and operating profit up 9.5% to £67m (operating margins +1.6% to 23.7%) reflecting c ...

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Playtech

Cranswick

GB Group (September 2025)

GB Group (June 2025)

GB Group - Bitcoin mania drives shares towards £4 (January 2025)

GB Group - Canaccord’s price target is 455p (December 2024)

GB Group (September 2024)

GB Group - Shares surge 55p after forecast beat (June 2024)

GB Group - Online ID verification and fraud detection provider on low PE of 14 (April 2024)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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