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Edison Investment Research

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Leading International Investment Research, Edison Investment Research

Equity Bottom-Up

<p>In our last note we urged investors to look past Gamma’s current challenges and focus instead on the high return, high cash-generative business model. Recent share price weakness, disrupted to some extent by the group’s move from AIM, suggests that the market has struggled with this. We therefore continue to see an opportunity for longer-term investors to back a management team that continues to deploy the group’s significant cash flow highly effectively.</p>

In our last note we urged investors to look past Gamma’s current challenges and focus instead on the high return, high cash-generative business model. Recent share price weakness, disrupted to some extent by the group’s move from AIM, suggests that the market has struggled with this. We therefore continue to see an opportunity for longer-term investors to back a management team that continues to deploy the group’s significant cash flow highly effectively.

Gamma Communications — FY25 returns highlight Gamma’s attraction