Updates

CentralNIC

January 2021

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.

CNIC has reported 9 month proforma results to end September (assuming acquisitions completed in H2 19 had been owned for the previous year to provide a better indication of run rate). On that basis, revenue went up 118% to US$169m and EBITDA by 68% to US$22.1m. Adjusted eps were up 23% to 6.7 cents. Organic growth was 17%.CEO Ben Crawford tells me that the fastest growing segment of CNIC’s business is Monetisation, which is for the first time presented as a separate segment. Team Internet’s spiders allow it to analyse a parked domain’s traffic and place an advertisement (Google is the biggest customer and other bidders are Amazon and Braintree). When someone clicks, the advertiser is charged. CNIC’s take (my ...

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Future

SDI Group

CentralNIC (May 2023)

CentralNic (January 2023)

CentralNic (October 2022)

CentralNic (March 2022)

CentralNIC (February 2022)

CentralNic - Year-to-date organic growth now reaching a record 29%; 268p broker target (November 2021)

CentralNic (October 2021)

CentralNic (July 2021)

CentralNic (February 2021)

CentralNIC - 20% eps accretive acquisition of Codewise (October 2020)

CentralNic (April 2020)

CentralNic (February 2020)

CentralNic - 44% eps accretive deal (December 2019)

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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