GB GROUP PLC (GBG)

GB GROUP PLC (GBG)

Blog posts

GB Group, Patisserie Holdings, FRC Stewardship Code and Halma

The stock market seems to be in limbo as business waits to see the outcome of Brexit politics. In my portfolio, small cap companies are drifting down and even...

GB Group, Social Media, Rightmove and Alliance Trust

Yesterday I attended the Annual General Meeting of GB Group (GBG) in Chester. An absolutely horrendous road journey both there and back mainly due to road works as far as I can tell. But my satnav took me on the M25, M11, A14, M6, M54 and numerous minor roads on the way there from south-east London, and the M6, A50, M1, A14, M11, M25 and other minor roads on the way back. A typical example of how the UK road network ...

Identity Theft – Experian, TalkTalk and Optimal Payments

There have been a spate of cases of digital identity theft or breaches of security from UK listed companies of late. Their shares prices have all been affected to a greater or lesser extent. On the 2nd October, Experian (EXPN) reported that 15 million US consumers who had applied for T-Mobile services had been the subject of theft of their personal information. T-Mobile is reviewing its relationship with the company, but the share price only suffered a temporary setback even though the ...

AGM Reports

GB Group (GBG) AGM Report 2015

I drove to the GB Group AGM in Chester but fortunately they set the time at 1.00 pm even though their post code of CH4 9GB led my Satnav to their old offices about a mile away (they have a customised post code you will notice). The heavy traffic on the roads and the numerous accidents (on the M25, A14 and M1, all of which I had to divert around) tells you a lot about the state of the economy. In ...

GB Group (GBG) AGM Report 2012

On the 9th July I travelled to Chester for the Annual General Meeting of GB Group. Their offices are in a modern business park in the suburbs of Chester. There were only two ordinary shareholders present (including me) and I gather that was not untypical. GB Group are in the identity management business. Overall revenue last year was £32m of which £13m came from “data authentication” (basically personal identity verification services) and £19m from “data solutions” which provides identity capture and analysis. ...