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Iomart Group (IOM)     

dreamcatcher - 19 Aug 2012 09:26

http://www.iomart.com/

The Group's principal activity is providing web based managed hosting services for both the consumer and business.

Originally founded in 1998 as an integrated internet and telecommunications company, the Group has evolved to become one of Europe’s largest providers of managed hosting, colocation, data centre, and business continuity services, serving over 300, 000 customers each day. Having been at the forefront of the UK’s technological revolution for the past decade the Group has developed an enviable reputation for its internet expertise, its service ethic and its product innovation.

The Group holds a unique position within the marketplace. By owning its own data centre and network infrastructure, it is able to deliver the complete set of vertical components in the hosting arena from domain names, virtual web space, security, web marketing, SEO, websites, dedicated servers through to complex managed hosting solutions, colocation space, power, cooling and bandwidth.

As more and more mission critical business applications move on to the web, so organisations need more resilience, security and 24 hour management; the market for managed hosting services and datacentre capacity is expected to grow significantly over the next few years.Described by US Analyst Tier 1 as "currently enjoying the sort of momentum that could soon place it on the list of European heavyweights.", the iomart Group is fast proving to be one of the UK's leading lights in the provision of true cloud computing services.

Free counters!

Chart.aspx?Provider=EODIntra&Code=IOM&SiChart.aspx?Provider=EODIntra&Code=IOM&Si

dreamcatcher - 23 Aug 2012 17:32 - 2 of 225

The market has taken a shine to Iomart lately. In the last three months, shares in the data-hosting firm are up 27.3%.

This follows a strong set of final results announced in May. Iomart reported a 33% advance in revenues, a 96% increase in eps and a dividend hike of 38%. At the time, Iomart's chief executive, Angus MacSween, described data hosting as an industry that is still in its infancy. Mr MacSween expects the sector to grow significantly in the future and for Iomart to thrive in that growth.

With more services moving into 'the cloud' and data consumption ever increasing, it is hard to argue with Mr MacSween. The Iomart share price suggests that the investor community agrees. As with many smaller companies, Iomart shares could step back significantly in a broader market decline. Such an outcome could present canny investors with an opportunity to buy a company with fantastic prospects at a reasonable price.

dreamcatcher - 27 Sep 2012 07:06 - 3 of 225

Trading Update
RNS
RNS Number : 2675N
Iomart Group PLC
27 September 2012



27 September 2012

Embargoed until: 0700hrs



iomart Group plc

("iomart" or the "Company" or the "Group")

Pre-Close trading update and Notice of Results



iomart (AIM:IOM), the cloud computing company, today issues a pre-close trading update ahead of the announcement of the half yearly results for the six months to 30 September 2012.



Group trading performance



The Group has performed strongly with revenues and profits substantially ahead of the comparative period last year and consequently the Board is confident that the financial performance of the Group for the full year will be ahead of current consensus market expectations.



The focus of the business continues to be on the provision of high quality and high margin managed solutions to SMEs and corporate clients. These contracts are typically for two to three years in length underpinning the Company's very high degree of visibility of its earnings for the coming year. Furthermore, clients are increasingly staying with iomart on contract renewal, underscoring the Company's established reputation as a market leader.



The acquisitions of Melbourne and Skymarket announced last month are being integrated successfully into the business and are expected to complement the Group's strong organic earnings growth. In particular, the Melbourne business extends the UK coverage of the Company into the North of England.



Outlook



We believe cloud computing will continue to be critical to all companies over the next few years, as corporate budgets continue to support online strategies, and the move to a hosting environment which delivers significant cost savings and flexibility becomes more compelling. The market potential remains substantial as it is estimated that while there has been a strong increase in hosted services in recent years, approximately 85% of all servers are still located at a company's own premises.



We will continue to pursue further opportunities for acquisitions of quality, high margin businesses which make a contribution to Group profits.



Notice of Results



The Group expects to report its half yearly results for the six months ended 30 September 2012 on 27 November 2012.



Angus MacSween, Chief Executive of iomart, said:



"We are delighted with the continued progress of the business. The recent acquisitions are performing in line with our expectations. We are into our fifth year of double digit growth and the demand for our services remains robust as businesses increasingly see the value of outsourced cloud services."




skinny - 27 Sep 2012 07:11 - 4 of 225

Looks good DC.

dreamcatcher - 27 Sep 2012 07:18 - 5 of 225

Thanks skinny, send me the bill for your updates. lol. Cant keep up, to many

dreamcatcher - 27 Sep 2012 08:46 - 6 of 225

news going down well.

dreamcatcher - 27 Sep 2012 16:45 - 7 of 225

Iomart Group (LSE: IOM.L - news) was a nice early riser, with a 12.5p (7.7%) jump to 175p, on the release of its pre-close statement ahead of interim results. Revenues and profits at the cloud computing operator are "substantially ahead of the comparative period last year", and the company is confident that it will beat current forecasts.

Is cloud computing a new trend that is likely to be profitable for growth investors? It's certainly been good for Iomart investors so far, who have seen a six-fold rise since 2009.

dreamcatcher - 27 Sep 2012 23:41 - 8 of 225

By DOMINIC JEFF
Published on Thursday 27 September 2012 22:27


SHARES in website-hosting firm Iomart leapt by as much as 13 per cent on Thursday after it said revenues and profits were “substantially ahead” of last year.


In a pre-close trading update before its half-year results, the Glasgow-based firm said it was confident its financial performance for the full year would be ahead of market expectations.

Iomart, which is run by chief executive Angus MacSween, said the two businesses it acquired last month, Melbourne and Skymarket, were being integrated successfully and would soon be contributing to profits.

The firm added: “We will continue to pursue further opportunities for acquisitions of quality, high-margin businesses that make a contribution to profits.”

In addition, the company’s clients – typically small and medium-sized firms – are increasingly staying with Iomart when contracts came up for renewal.

The firm said: “Cloud computing will continue to be critical to all companies over the next few years, as corporate budgets continue to support online strategies, and the move to a hosting environment which delivers significant cost savings and flexibility becomes more compelling.

“The market potential remains substantial as it is estimated that, while there has been a strong increase in hosted services in recent years, approximately 85 per cent of all servers are still located at a company’s own premises.”

Canaccord Genuity analyst Jonathan Imlah described Iomart as “unstoppable”, adding: “This performance is especially impressive given a relatively-slow August as a result of the distraction of the Olympics.”


dreamcatcher - 27 Sep 2012 23:47 - 9 of 225

Chart.aspx?Provider=EODIntra&Code=IOM&Si

dreamcatcher - 02 Oct 2012 16:47 - 10 of 225

Very big purchasing today.

dreamcatcher - 03 Oct 2012 16:32 - 11 of 225

Couple of big sells today , surprised at the rise

goldfinger - 04 Oct 2012 16:32 - 12 of 225

Long on IOM . Looking to go for a second stab at getting over 200p resistance and round figure.

Chart.aspx?Provider=EODIntra&Code=IOM&Si

dreamcatcher - 04 Oct 2012 19:28 - 13 of 225

BBC TV's Dragons' Den winners park online business with iomart Hosting


http://it.tmcnet.com/news/2012/10/03/6624079.htm

goldfinger - 05 Oct 2012 08:18 - 14 of 225

IOM IOMART

Brokers certainly like this one and
looking at its historical P/E compared
to forward P/E you can see it has much
futher to run.

Forward P/E being just 20.2 compared to
historical P/E norm of 31.4

CHEAP imo....

Iomart Group PLC

FORECASTS 2013 2014
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Peel Hunt [A]
03-10-12 BUY 10.40 7.67 1.20 12.80 9.48 1.50
Daniel Stewart
01-10-12 UREV
Singer Capital Markets Ltd [A]
28-09-12 BUY 9.90 7.20 1.10 12.60 9.10 1.30
Milkstone Ltd [A]
28-09-12 BUY 10.00 7.50 1.20 12.60 9.50 1.50
FinnCap
27-09-12 BUY 10.50 7.80 1.20 12.90 9.60 1.50
Canaccord Genuity Ltd
27-09-12 BUY 10.30 8.00 1.13 13.00 10.10 1.35
Nomura Code [A]
28-08-12 BUY 9.70 7.40 1.00 12.70 9.70 1.50

2013 2014
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Consensus 10.40 7.90 1.16 12.95 9.85 1.42
1 Month Change 0.50 0.49 0.04 0.40 0.46 0.03
3 Month Change 1.04 0.48 0.02 1.62 1.32 0.08

Notes to forecasts
(27 Sep 2012) A flag refers to outlook


GROWTH
2012 (A) 2013 (E) 2014 (E)
Norm. EPS 108.79% 24.29% 24.68%
DPS 62.50% 79.23% 22.32%

INVESTMENT RATIOS
2012 (A) 2013 (E) 2014 (E)

EBITDA £11.08m £15.95m £19.50m
EBIT £6.33m £9.00m £11.90m
Dividend Yield 0.32% 0.58% 0.71%
Dividend Cover 9.78x 6.78x 6.91x
PER 31.43x 25.28x 20.28x
PEG 0.29f 1.04f 0.82f
Net Asset Value PS 13.82p p p


goldfinger - 05 Oct 2012 09:03 - 15 of 225

Turned positive having another
crack at the 200p sp resistance.

goldfinger - 05 Oct 2012 16:12 - 16 of 225

IOM IOMART GROUP

What makes the iomart Group different?

The managed services market is experiencing growth. Cloud and hosting markets are poised to get very big. At $20.3 billion in 2009 cloud hosting/computing markets are anticipated to reach $100.4 billion by 2016. Applications and infrastructure markets are coming together to make information technology delivery a utility, with on demand systems able to scale to meet the needs of users with those users paying for the flexible capacity they use.

Virtualisation, for example, offers the potential for reducing overall IT footprint but its successful implementation requires skill sets and operational management that are not easily found.

Angus MacSween, CEO iomart Group, states: "From a supplier viewpoint, the market is increasingly seeking a collaborative/partner model rather than the traditional 'cookie cutter' approach. If a customer is effectively placing its entire core business in the hands of a third party they will demand more than a standard template service agreement."

"Trust will become the vital USP for any managed and cloud hosting provider, and that provider will be expected to demonstrate core and proven competencies in the hosting market."

"A complete 'one source' managed hosting service is very different to what's on offer from other data centre facility (space and power only) and hosting providers (lease their data centre space from third parties) which places iomart in a very strong position in the market."

The iomart Group is well placed to capitalise in this growing market as it is unique amongst smaller niche managed hosting companies in that it combines over a decade's worth of hosting experience with its own data centre and network infrastructure, employs its own dedicated technical and development staff, and is therefore able to deliver and manage the complete set of vertical components in the hosting arena from domain names to cloud computing via a range of premium brands. In other words, the iomart Group can offer its clients total accountability and assurance.

The Group is proud to stand behind its pledge of delivering 100% business uptime to its customers, a pledge that it can offer because it owns and manages the entire customer experience. For all of us working within the Group it is more than a marketing slogan, it is at the heart of everything we do.

goldfinger - 16 Oct 2012 08:42 - 17 of 225

Full deck of BUY recommendations

Forward P/E of 20 to 2014
but this is ground breaking new Tech.....

Iomart Group PLC

FORECASTS WIRES 2013 2014
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Peel Hunt [A]
12-10-12 BUY 10.40 7.67 1.20 12.80 9.48 1.50
Milkstone Ltd [A]
05-10-12 BUY 10.00 7.50 1.20 12.60 9.50 1.50
N+1 Singer [A]
04-10-12 BUY 9.90 7.20 1.10 12.60 9.10 1.30
Daniel Stewart
01-10-12 UREV
FinnCap
27-09-12 BUY 10.50 7.80 1.20 12.90 9.60 1.50
Canaccord Genuity Ltd
27-09-12 BUY 10.30 8.00 1.13 13.00 10.10 1.35
Nomura Code [A]
28-08-12 BUY 9.70 7.40 1.00 12.70 9.70 1.50

2013 2014
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Consensus 10.40 7.90 1.16 12.95 9.85 1.42
1 Month Change 0.50 0.49 0.04 0.40 0.46 0.03
3 Month Change 1.00 0.58 0.02 1.60 1.31 0.05

Notes to forecasts
(27 Sep 2012) A flag refers to outlook


GROWTH
2012 (A) 2013 (E) 2014 (E)
Norm. EPS 108.79% 24.29% 24.68%
DPS 62.50% 79.23% 22.32%

INVESTMENT RATIOS
2012 (A) 2013 (E) 2014 (E)

EBITDA £11.08m £15.95m £19.50m
EBIT £6.33m £9.00m £11.90m
Dividend Yield 0.32% 0.57% 0.70%
Dividend Cover 9.78x 6.78x 6.91x
PER 32.10x 25.82x 20.71x
PEG 0.30f 1.06f 0.84f
Net Asset Value PS 13.82p p p

goldfinger - 17 Oct 2012 10:54 - 18 of 225

Affirming their commitment to growth.....
iomart Group Makes Multi-million Pound Investment in Data Centre Fibre Network

http://www.sys-con.com/node/2405327

..."Angus MacSween added: "This will significantly increase our current capacity and national reach, ensuring that we can provide customers with unlimited bandwidth and greater reliability and security, increasing their capability and potential to grow."...

goldfinger - 17 Oct 2012 10:59 - 19 of 225

Oh, and it is worth watching the video (link provided in the article):

http://youtu.be/ursRK7XGGBk

dreamcatcher - 17 Oct 2012 17:03 - 20 of 225


Published on Wednesday 17 October 2012 10:29


Iomart, the Glasgow-based website hosting company, is investing millions of pounds in a new optical fibre network to provide its customers with faster connectivity.


The firm has entered into a ten year agreement with Geo Networks to deliver high capacity fibre connectivity into its six UK data centre locations.

The new 1,860 kilometre fibre network means that Iomart will no longer rely on routing customers’ connectivity via multiple providers, giving it total control over its own network.

Chief executive Angus MacSween said: “We are investing millions of pounds over the next decade to give Iomart one of the fastest and most resilient fibre networks of any cloud computing company in the UK.

“It allows us to take our network right up to our customers’ doors which is of huge benefit to organisations wanting secure, private cloud environments.”

The new system will make connectivity between Iomart’s Glasgow and London data centres four times faster than the current industry average.

The group did not put a precise figure on the contract

dreamcatcher - 03 Nov 2012 09:02 - 21 of 225

See iomart is in this weeks IC under five red hot momentum shares.
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