View Past PerformanceComms Group バランスシートの健全性財務の健全性 基準チェック /36Comms Groupの総株主資本はA$37.9M 、総負債はA$10.5Mで、負債比率は27.8%となります。総資産と総負債はそれぞれA$68.7MとA$30.9Mです。 Comms Groupの EBIT はA$2.0Mで、利息カバレッジ比率1.8です。現金および短期投資はA$4.0Mです。主要情報27.83%負債資本比率AU$10.53m負債インタレスト・カバレッジ・レシオ1.8x現金AU$4.01mエクイティAU$37.86m負債合計AU$30.88m総資産AU$68.74m財務の健全性に関する最新情報分析記事 • Aug 31Comms Group (ASX:CCG) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Mar 01Comms Group (ASX:CCG) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Oct 23Does Comms Group (ASX:CCG) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Oct 21Is Comms Group (ASX:CCG) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...すべての更新を表示Recent updatesReported Earnings • Feb 28First half 2026 earnings released: EPS: AU$0.002 (vs AU$0.001 loss in 1H 2025)First half 2026 results: EPS: AU$0.002 (up from AU$0.001 loss in 1H 2025). Revenue: AU$37.7m (up 39% from 1H 2025). Net income: AU$1.10m (up AU$1.38m from 1H 2025). Profit margin: 2.9% (up from net loss in 1H 2025). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28Comms Group Limited to Report First Half, 2026 Results on Feb 25, 2026Comms Group Limited announced that they will report first half, 2026 results on Feb 25, 2026Recent Insider Transactions Derivative • Nov 28Group CEO exercised options to buy AU$107k worth of stock.On the 26th of November, Peter McGrath exercised options to buy 2m shares at a strike price of around AU$0.072, costing a total of AU$108k. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. Since June 2025, Peter's direct individual holding has increased from 27.65m shares to 29.55m. Company insiders have collectively bought AU$385k more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • Nov 27Sentiment Still Eluding Comms Group Limited (ASX:CCG)When you see that almost half of the companies in the Telecom industry in Australia have price-to-sales ratios (or...お知らせ • Nov 27Comms Group Limited has completed a Follow-on Equity Offering in the amount of AUD 0.5 million.Comms Group Limited has completed a Follow-on Equity Offering in the amount of AUD 0.5 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: AUD 0.05 Transaction Features: Subsequent Direct Listingお知らせ • Nov 26Comms Group Limited has filed a Follow-on Equity Offering in the amount of AUD 0.5 million.Comms Group Limited has filed a Follow-on Equity Offering in the amount of AUD 0.5 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: AUD 0.05 Transaction Features: Subsequent Direct Listingお知らせ • Oct 23Comms Group Limited, Annual General Meeting, Nov 25, 2025Comms Group Limited, Annual General Meeting, Nov 25, 2025. Location: at level 1, 45 clarence street, nsw, sydney AustraliaRecent Insider Transactions Derivative • Sep 09Group CEO exercised options to buy AU$114k worth of stock.On the 2nd of September, Peter McGrath exercised options to buy 2m shares at a strike price of around AU$0.058, costing a total of AU$110k. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. Since September 2024, Peter's direct individual holding has increased from 24.46m shares to 27.65m. Company insiders have collectively bought AU$328k more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • Aug 31Comms Group (ASX:CCG) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...New Risk • Aug 29New major risk - Revenue and earnings growthEarnings have declined by 67% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 67% per year over the past 5 years. Shareholders have been substantially diluted in the past year (37% increase in shares outstanding). Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (AU$31.3m market cap, or US$20.5m).Reported Earnings • Aug 29Full year 2025 earnings released: AU$0.002 loss per share (vs AU$0 in FY 2024)Full year 2025 results: AU$0.002 loss per share (further deteriorated from AU$0 in FY 2024). Revenue: AU$56.7m (up 1.9% from FY 2024). Net loss: AU$648.2k (loss widened AU$545.1k from FY 2024). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.分析記事 • Aug 11Investors Holding Back On Comms Group Limited (ASX:CCG)ASX:CCG 1 Year Share Price vs Fair Value Explore Comms Group's Fair Values from the Community and select yours When...お知らせ • Aug 07Comms Group Limited to Report Fiscal Year 2025 Results on Aug 28, 2025Comms Group Limited announced that they will report fiscal year 2025 results on Aug 28, 2025お知らせ • Jun 17Comms Group Limited (ASX:CCG) completed the acquisition of Business and assets of TasmaNet Pty Ltd and select assets of Field Solutions Holdings.Comms Group Limited (ASX:CCG) entered into a binding business sale agreement to acquire Business and assets of TasmaNet Pty Ltd and select assets of Field Solutions Holdings for AUD 10 million on May 16, 2025. A cash consideration of AUD 10 million will be paid by Comms Group Limited. As part of consideration, AUD 10 million is paid towards assets of Business and assets of TasmaNet. The transaction will be financed through equity investment via a placement and underwritten, non-renounceable entitlement offer of AUD 7 million and a senior debt facility of AUD 10.7 million provided by Regal Funds Management. The transaction is subject to third party approval needed. The deal is scheduled to occur before the end of May 2025. Henslow Pty. Ltd. acted as financial advisor for Comms Group Limited. Thomson Geer acted as legal advisor for Comms Group Limited. Comms Group Limited (ASX:CCG) completed the acquisition of Business and assets of TasmaNet Pty Ltd and select assets of Field Solutions Holdings on June 17, 2025.New Risk • Jun 11New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 38% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (38% increase in shares outstanding). Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (AU$26.5m market cap, or US$17.3m).New Risk • May 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 27% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (15% average weekly change). Shareholders have been diluted in the past year (27% increase in shares outstanding). Market cap is less than US$100m (AU$25.3m market cap, or US$16.3m).お知らせ • May 22Comms Group Limited has completed a Follow-on Equity Offering in the amount of AUD 4.82 million.Comms Group Limited has completed a Follow-on Equity Offering in the amount of AUD 4.82 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 96,400,000 Price\Range: AUD 0.05 Discount Per Security: AUD 0.0025 Transaction Features: Subsequent Direct Listingお知らせ • May 16+ 1 more updateComms Group Limited has filed a Follow-on Equity Offering in the amount of AUD 4.82 million.Comms Group Limited has filed a Follow-on Equity Offering in the amount of AUD 4.82 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 96,400,000 Price\Range: AUD 0.05 Discount Per Security: AUD 0.0025 Transaction Features: Subsequent Direct Listing分析記事 • Apr 22Even With A 29% Surge, Cautious Investors Are Not Rewarding Comms Group Limited's (ASX:CCG) Performance CompletelyThose holding Comms Group Limited ( ASX:CCG ) shares would be relieved that the share price has rebounded 29% in the...Recent Insider Transactions • Mar 19Non-Executive Chairman recently bought AU$54k worth of stockOn the 11th of March, Ryan O’Hare bought around 1m shares on-market at roughly AU$0.054 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Ryan's only on-market trade for the last 12 months.New Risk • Mar 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (AU$19.9m market cap, or US$12.5m).分析記事 • Mar 04Not Many Are Piling Into Comms Group Limited (ASX:CCG) Stock Yet As It Plummets 31%Comms Group Limited ( ASX:CCG ) shareholders that were waiting for something to happen have been dealt a blow with a...分析記事 • Mar 01Comms Group (ASX:CCG) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Feb 25Comms Group Limited Announces Resignation of John Mackay as Non-Executive DirectorComms Group Limited announced the resignation of John Mackay as a non-executive director, effective 25 February 2025. John was inaugural chairman of Comms Group when it listed on ASX in December 2017. John stepped down as Chair in 2024 and continued to serve the board and shareholders.お知らせ • Jan 30Comms Group Limited to Report First Half, 2025 Results on Feb 27, 2025Comms Group Limited announced that they will report first half, 2025 results on Feb 27, 2025分析記事 • Nov 28A Piece Of The Puzzle Missing From Comms Group Limited's (ASX:CCG) Share PriceWith a median price-to-sales (or "P/S") ratio of close to 0.8x in the Telecom industry in Australia, you could be...お知らせ • Oct 11Comms Group Limited, Annual General Meeting, Nov 26, 2024Comms Group Limited, Annual General Meeting, Nov 26, 2024. Location: at the bdo boardroom, level 11, 1 margaret street, sydney nsw AustraliaRecent Insider Transactions Derivative • Sep 21Group CEO exercised options to buy AU$64k worth of stock.On the 13th of September, Peter McGrath exercised options to buy 800k shares at a strike price of around AU$0.079, costing a total of AU$63k. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. Since December 2023, Peter's direct individual holding has increased from 22.06m shares to 23.66m. Company insiders have collectively sold AU$300k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Aug 23Comms Group Limited Announces Ordinary Fully Franked Dividend for the Year Ended June 30, 2024, Payable on October 16, 2024Comms Group Limited announced ordinary fully franked dividend of AUD 0.00250000 per share for the year ended June 30, 2024. Ex-date is September 27, 2024. Record date is September 30, 2024. Payment date is October 16, 2024.分析記事 • Aug 21Comms Group Limited (ASX:CCG) Screens Well But There Might Be A CatchIt's not a stretch to say that Comms Group Limited's ( ASX:CCG ) price-to-sales (or "P/S") ratio of 0.4x right now...New Risk • Aug 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Significant insider selling over the past 3 months (AU$484k sold). Market cap is less than US$100m (AU$24.2m market cap, or US$16.3m).Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$0 (vs AU$0.002 loss in FY 2023)Full year 2024 results: EPS: AU$0 (improved from AU$0.002 loss in FY 2023). Revenue: AU$55.6m (up 6.7% from FY 2023). Net loss: AU$103.1k (loss narrowed 82% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.New Risk • Aug 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: AU$484k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Significant insider selling over the past 3 months (AU$484k sold). Market cap is less than US$100m (AU$21.3m market cap, or US$14.2m).お知らせ • Aug 08Comms Group Limited to Report Fiscal Year 2024 Results on Aug 21, 2024Comms Group Limited announced that they will report fiscal year 2024 results on Aug 21, 2024お知らせ • Jun 08Comms Group Secures Voip Reseller Licence with the Philippines National Telecommunications Commission Via Wholly Owned Philippines Subsidiary, Comms Group Philippines IncComms Group Limited has secured a Voice over Internet Protocol (VoIP) Reseller licence from the Philippines National Telecommunications Commission (NTC) enabling Comms Group Global to procure and resell wholesale and business VoIP-based telecommunications services in the Philippines using Comms Group's global network and local partners. Services include Unified Communications (Microsoft Teams Calling, Cloud/Hosted PBX) SIP trunking, CTS and the resale of DIDs, and will be provided to wholesale, enterprise, and multi-national customers in the Philippines and globally. The VoIP licence has been granted to Comms Group by the Philippines NTC, via wholly owned Philippines subsidiary, Comms Group Philippines Inc. Comms Group Philippines Inc. will leverage Comms Group's extensive global network coverage and capabilities and work with Philippines-based partners to provide these services. Services may be delivered with the Comms Group brand or re-sold globally by wholesale customers under their own brands.分析記事 • May 22Fewer Investors Than Expected Jumping On Comms Group Limited (ASX:CCG)When close to half the companies operating in the Telecom industry in Australia have price-to-sales ratios (or "P/S...Reported Earnings • Feb 22First half 2024 earnings released: AU$0.002 loss per share (vs AU$0.001 profit in 1H 2023)First half 2024 results: AU$0.002 loss per share (down from AU$0.001 profit in 1H 2023). Revenue: AU$17.8m (flat on 1H 2023). Net loss: AU$741.5k (down 247% from profit in 1H 2023). Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 115 percentage points per year, which is a significant difference in performance.お知らせ • Feb 05Comms Group Limited to Report First Half, 2024 Results on Feb 21, 2024Comms Group Limited announced that they will report first half, 2024 results on Feb 21, 2024分析記事 • Nov 14Shareholders May Find It Hard To Justify Increasing Comms Group Limited's (ASX:CCG) CEO Compensation For NowKey Insights Comms Group will host its Annual General Meeting on 21st of November Salary of AU$318.8k is part of CEO...分析記事 • Oct 23Does Comms Group (ASX:CCG) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...お知らせ • Oct 20Comms Group Limited, Annual General Meeting, Nov 21, 2023Comms Group Limited, Annual General Meeting, Nov 21, 2023, at 11:30 AUS Eastern Standard Time. Location: BDO Boardroom (Room 5), Level 11, 1 Margaret Street, Sydney New South Wales Australia Agenda: To receive and consider the Financial Report, the Director's Report and the Auditor's Report for the Company and its controlled entities for the year ended 30 June 2023; to consider Remuneration Report; to consider re-election of Director - Mr John Mackay; to consider approval of additional 10% placement capacity; to consider issue of Performance Rights to related party: Peter McGrath; and to consider other matters.Recent Insider Transactions Derivative • Sep 27Group CEO exercised options to buy AU$68k worth of stock.On the 20th of September, Peter McGrath exercised options to buy 900k shares at a strike price of around AU$0.072, costing a total of AU$65k. This transaction amounted to 4.3% of their direct individual holding at the time of the trade. Since March 2023, Peter has owned 21.16m shares directly. Company insiders have collectively bought AU$313k more than they sold, via options and on-market transactions, in the last 12 months.New Risk • Sep 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Market cap is less than US$100m (AU$28.4m market cap, or US$18.2m).お知らせ • Aug 23Comms Group Limited Provides Financial Guidance for the Fiscal Year 2024Comms Group Limited provided financial guidance for the fiscal year 2024. Fiscal year 2024 revenue is anticipated to be in the range of $53 million to $55 million.Reported Earnings • Aug 23Full year 2023 earnings released: AU$0.001 loss per share (vs AU$0.002 loss in FY 2022)Full year 2023 results: AU$0.001 loss per share (improved from AU$0.002 loss in FY 2022). Revenue: AU$54.6m (up 32% from FY 2022). Net loss: AU$577.7k (loss narrowed 15% from FY 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 116 percentage points per year, which is a significant difference in performance.お知らせ • Aug 08Comms Group Limited to Report Fiscal Year 2023 Results on Aug 23, 2023Comms Group Limited announced that they will report fiscal year 2023 results on Aug 23, 2023分析記事 • Jun 21Comms Group Limited (ASX:CCG) Doing What It Can To Lift SharesComms Group Limited's ( ASX:CCG ) price-to-sales (or "P/S") ratio of 0.5x may look like a pretty appealing investment...Recent Insider Transactions Derivative • Mar 22Group CEO exercised options to buy AU$189k worth of stock.On the 13th of March, Peter McGrath exercised options to buy 3m shares at a strike price of around AU$0.064, costing a total of AU$173k. This transaction amounted to 15% of their direct individual holding at the time of the trade. Since June 2022, Peter's direct individual holding has decreased from 18.46m shares to 5.05m. Company insiders have collectively bought AU$693k more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.002 (vs AU$0 in 1H 2022)First half 2023 results: EPS: AU$0.002 (up from AU$0 in 1H 2022). Revenue: AU$28.6m (up 65% from 1H 2022). Net income: AU$768.3k (up AU$829.6k from 1H 2022). Profit margin: 2.7% (up from net loss in 1H 2022). Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Claire Bibby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Oct 21Is Comms Group (ASX:CCG) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Aug 26Full year 2022 earnings released: AU$0.002 loss per share (vs AU$0.002 profit in FY 2021)Full year 2022 results: AU$0.002 loss per share (down from AU$0.002 profit in FY 2021). Revenue: AU$41.3m (up 64% from FY 2021). Net loss: AU$677.4k (down 219% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 25+ 1 more updateComms Group Limited, Annual General Meeting, Nov 22, 2022Comms Group Limited, Annual General Meeting, Nov 22, 2022, at 11:01 AUS Eastern Standard Time. Location: BDO meeting room, 1 Margaret street sydney Sydney Nsw 2000 Australiaお知らせ • Aug 05Comms Group Limited to Report Fiscal Year 2022 Results on Aug 25, 2022Comms Group Limited announced that they will report fiscal year 2022 results on Aug 25, 2022Recent Insider Transactions • Jul 03Non-Executive Director recently bought AU$68k worth of stockOn the 30th of June, Ryan O’Hare bought around 911k shares on-market at roughly AU$0.075 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$394k. Insiders have collectively bought AU$468k more in shares than they have sold in the last 12 months.Recent Insider Transactions • May 11Group CEO recently bought AU$394k worth of stockOn the 9th of May, Peter McGrath bought around 4m shares on-market at roughly AU$0.089 per share. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Claire Bibby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Feb 25Comms Group Limited Provides Revenue Guidance for the Year 2022Comms Group Limited Provided revenue guidance for the Year 2022. For the year the company expects FY22 revenue to be in the range of $40 million to $43 million. Comms Group, including onPlatinum is expected to have annualised revenue of $50 million.お知らせ • Feb 19Comms Group Limited to Report First Half, 2022 Results on Feb 24, 2022Comms Group Limited announced that they will report first half, 2022 results on Feb 24, 2022お知らせ • Feb 11Comms Group Limited (ASX:CCG) completed the acquisition of onGroup Holdings Pty Ltd.Comms Group Limited (ASX:CCG) agreed to acquire onGroup Holdings Pty Ltd for AUD 18 million on February 4, 2022. A total consideration of AUD 18 million, consisting of an upfront payment of AUD 10 million comprising cash consideration of AUD 8 million subject to adjustment for working capital and net debt and AUD 2 million in CCG ordinary shares issued at the 30-day VWAP of approximately 10.5c per share, with 100% escrowed for a period of 12 months and 50% escrowed for a period of 18 months from the date of completion. Deferred Payment to be paid on July 1, 2022, comprising a further cash payment of AUD 1 million and AUD 1 million in CCG ordinary shares issued at the lower of the 30-day VWAP or the closing share price at the issue date and up to AUD 6 million in earnout payments subject to EBITDA of 2023. The onPlatinum acquisition will be funded by a new debt facility of AUD 10 million established with the CBA and CCG shares issued to the vendors. Completion of the transaction is expected to occur on or around February 7, 2022. Comms group expects the acquisition to contribute to its revenue. Henslow acted as corporate advisor to Comms Group. Comms Group Limited (ASX:CCG) completed the acquisition of onGroup Holdings Pty Ltd on February 11, 2022.お知らせ • Feb 04Comms Group Limited (ASX:CCG) agreed to acquire onGroup Holdings Pty Ltd for AUD 12 million.Comms Group Limited (ASX:CCG) agreed to acquire onGroup Holdings Pty Ltd for AUD 12 million February 4, 2022. A total initial consideration of AUD 12 million, consisting of the following: • Upfront Payment of AUD 10 million comprising:o Cash consideration of AUD 8 million subject to adjustment for working capital and net debt; ando AUD 2 million in CCG ordinary shares issued at the 30-day VWAP of approximately 10.5c per share,with 100% escrowed for a period of 12 months and 50% escrowed for a period of 18 months from the date of completion. • Deferred Payment to be paid on 1 July 2022 (“Deferred”) comprising:o A further cash payment of AUD 1 million; and AUD 1 million in CCG ordinary shares issued at the lower of the 30-day VWAP or the closing share price at the issue date. The onPlatinum acquisition will be funded by a new debt facility of AUD 10 million established with the CBA and CCG shares issued to the vendors. Completion of the transaction is expected to occur on or around February 7, 2022. Henslow acted as corporate advisor for the acquisition.Reported Earnings • Aug 31Full year 2021 earnings released: EPS AU$0.002 (vs AU$0.014 in FY 2020)The company reported a mediocre full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: AU$25.2m (up 31% from FY 2020). Net income: AU$568.3k (down 78% from FY 2020). Profit margin: 2.3% (down from 13% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Aug 10Comms Group Limited (ASX:CCG) entered into an agreement to acquire Switched On Australia for AUD 4.3 million.Comms Group Limited (ASX:CCG) entered into an agreement to acquire Switched On Australia for AUD 4.3 million on August 10, 2021. Under the terms, AUD 3.65 million Upfront cash consideration will be paid from existing cash reserve and deferred consideration of up to AUD 0.65 million to be paid 12 months following completion, subject to an adjustment based on revenue achieved over the next 12 months. Post completion, All Switched On staff including Leigh Schwarm to continue as employees of Comms Group. The acquisition of Switched On adds over 900 customers and two additional sales staff to Comms Group. Transaction completion is expected prior to the end of August 2021 with integration expected to be completed in FY22. Henslow acted as Corporate Advisor for the acquisition.分析記事 • Jul 15A Look At The Intrinsic Value Of Comms Group Limited (ASX:CCG)Today we will run through one way of estimating the intrinsic value of Comms Group Limited ( ASX:CCG ) by estimating...お知らせ • Apr 06Comms Group Limited Provides Earnings Guidance for the Fiscal Year 2021Comms Group Limited provided earnings guidance for the fiscal year 2021. For the year, run-rate revenue is now expected to be $35 million+ (over 90% recurring revenue).Recent Insider Transactions • Mar 19Group CEO recently bought AU$115k worth of stockOn the 16th of March, Peter McGrath bought around 2m shares on-market at roughly AU$0.073 per share. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of AU$138k worth in shares.お知らせ • Jan 31Comms Group Limited (ASX:CCG) acquired Next Telecom Pty Limited for AUD 12 million.Comms Group Limited (ASX:CCG) entered into an agreement to acquire Next Telecom Pty Limited for AUD 12 million on December 16, 2020. Under the agreement, Comms Group Limited shall pay AUD 2 million in cash subject to adjustment for working capital and net debt, AUD 6.67 million through issuance of 70.8 million shares of Comms Group Limited and AUD 3.33 million shall be payable through issue of 33.3 million shares on the basis of EBITDA for financial year 2021 in or around October 2021. The consideration shares will be escrowed for 12 to 18 months from date of completion. The cash component of consideration will be financed through proceeds of AUD 6.25 million received from placement of shares. Post completion, Gavin Roache and Mark Manion, Key Executives currently running sales and operations of Next Telecom Pty Limited will join to run the Next Telecom Business as joined Chief Executive Officer. All other staff will be coming across as part of the Next Telecom team. Ryan O’Hare, the current Executive Chairman and Chief Executive Officer of Next Telecom will step down from his executive role with Next Telecom and will join Comms Group’s Board of Directors as a Non-Executive Director effective from 1 February 2021. The transaction is subject to shareholders approval of Comms Group Limited. THe approval will obtain in shareholder's meeting scheduled on January 25, 2021 and completion is planned on January 29, 2021. The consideration is at an accretive EBITDA multiple for Comms Group. Comms Group Limited (ASX:CCG) completed the acquisition of Next Telecom Pty Limited on January 29, 2021. As of January 25, 2021, Comms Group Limited's shareholders approved the transaction.お知らせ • Jan 29Ryan O'Hare Joins Comms Group Limited as Non-Executive Director, Effective from 1 February 2021Comms Group Limited announced the completion of the acquisition of Next Telecom Pty Ltd. Ryan O'Hare will join Comms Group's Board of Directors as a Non-Executive Director, effective from 1 February 2021.お知らせ • Dec 18Comms Group Limited (ASX:CCG) entered into an agreement to acquire Next Telecom Pty Limited for AUD 12 million.Comms Group Limited (ASX:CCG) entered into an agreement to acquire Next Telecom Pty Limited for AUD 12 million on December 16, 2020. Under the agreement, Comms Group Limited shall pay AUD 2 million in cash subject to adjustment for working capital and net debt, AUD 6.67 million through issuance of shares of Comms Group Limited and AUD 3.33 million shall be payable through shares on the basis of EBITDA for financial year 2021. The consideration shares will be escrowed for 12 to 18 months from date of completion. The cash component of consideration will be financed through proceeds of AUD 6.25 million received from placement of shares. Post completion, Gavin Roache and Mark Manion, Key Executives currently running sales and operations of Next Telecom Pty Limited will join to run the Next Telecom Business as joined Chief Executive Officer. All other staff will be coming across as part of the Next Telecom team. Ryan O’Hare, the current Executive Chairman and Chief Executive Officer of Next Telecom will step down from his executive role with Next Telecom and will join Comms Group’s Board of Directors as a Non-Executive Director. The transaction is subject to shareholders approval of Comms Group Limited. The approval will obtain in shareholder's meeting scheduled on January 25, 2021 and completion is planned on January 29, 2021. The consideration is at an accretive EBITDA multiple for Comms Group.分析記事 • Dec 10Should You Use Comms Group's (ASX:CCG) Statutory Earnings To Analyse It?As a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...お知らせ • Dec 02Comms Group Limited Appoints Matthew Beale as Its Permanent Full-Time CFOComms Group Limited announced that it has appointed Matthew Beale as its permanent full-time CFO commencing 2 December 2020. This is subsequent to Matthew's appointment as interim CFO in August 2019. Matthew has over 25 years experience in finance and commercial roles. This includes working for a number of small to medium sized publicly listed and privately owned businesses, across a variety of industries, working closely with business owners and boards of directors.Recent Insider Transactions • Sep 22Non-Executive Director recently bought AU$61k worth of stockOn the 21st of September, Benjamen Jennings bought around 931k shares on-market at roughly AU$0.065 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$114k more in shares than they have sold in the last 12 months.お知らせ • Aug 06CommsChoice Group Limited to Report Fiscal Year 2020 Results on Aug 31, 2021CommsChoice Group Limited announced that they will report fiscal year 2020 results at 4:48 AM, GMT Standard Time on Aug 31, 2021財務状況分析短期負債: CCGの 短期資産 ( A$15.2M ) は 短期負債 ( A$23.9M ) をカバーしていません。長期負債: CCGの短期資産 ( A$15.2M ) が 長期負債 ( A$7.0M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: CCGの 純負債対資本比率 ( 17.2% ) は 満足できる 水準であると考えられます。負債の削減: CCGの負債対資本比率は、過去 5 年間で0%から27.8%に増加しました。債務返済能力: CCGの負債は 営業キャッシュフロー によって 十分にカバー されています ( 32.8% )。インタレストカバレッジ: CCGの負債に対する 利息支払い は EBIT ( 1.8 x coverage) によって 十分にカバーされていません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTelecom 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/29 20:17終値2026/05/29 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Comms Group Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関John BurgessRaaS Advisory Pty Ltd
分析記事 • Aug 31Comms Group (ASX:CCG) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Mar 01Comms Group (ASX:CCG) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Oct 23Does Comms Group (ASX:CCG) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Oct 21Is Comms Group (ASX:CCG) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Feb 28First half 2026 earnings released: EPS: AU$0.002 (vs AU$0.001 loss in 1H 2025)First half 2026 results: EPS: AU$0.002 (up from AU$0.001 loss in 1H 2025). Revenue: AU$37.7m (up 39% from 1H 2025). Net income: AU$1.10m (up AU$1.38m from 1H 2025). Profit margin: 2.9% (up from net loss in 1H 2025). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28Comms Group Limited to Report First Half, 2026 Results on Feb 25, 2026Comms Group Limited announced that they will report first half, 2026 results on Feb 25, 2026
Recent Insider Transactions Derivative • Nov 28Group CEO exercised options to buy AU$107k worth of stock.On the 26th of November, Peter McGrath exercised options to buy 2m shares at a strike price of around AU$0.072, costing a total of AU$108k. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. Since June 2025, Peter's direct individual holding has increased from 27.65m shares to 29.55m. Company insiders have collectively bought AU$385k more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • Nov 27Sentiment Still Eluding Comms Group Limited (ASX:CCG)When you see that almost half of the companies in the Telecom industry in Australia have price-to-sales ratios (or...
お知らせ • Nov 27Comms Group Limited has completed a Follow-on Equity Offering in the amount of AUD 0.5 million.Comms Group Limited has completed a Follow-on Equity Offering in the amount of AUD 0.5 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: AUD 0.05 Transaction Features: Subsequent Direct Listing
お知らせ • Nov 26Comms Group Limited has filed a Follow-on Equity Offering in the amount of AUD 0.5 million.Comms Group Limited has filed a Follow-on Equity Offering in the amount of AUD 0.5 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: AUD 0.05 Transaction Features: Subsequent Direct Listing
お知らせ • Oct 23Comms Group Limited, Annual General Meeting, Nov 25, 2025Comms Group Limited, Annual General Meeting, Nov 25, 2025. Location: at level 1, 45 clarence street, nsw, sydney Australia
Recent Insider Transactions Derivative • Sep 09Group CEO exercised options to buy AU$114k worth of stock.On the 2nd of September, Peter McGrath exercised options to buy 2m shares at a strike price of around AU$0.058, costing a total of AU$110k. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. Since September 2024, Peter's direct individual holding has increased from 24.46m shares to 27.65m. Company insiders have collectively bought AU$328k more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • Aug 31Comms Group (ASX:CCG) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
New Risk • Aug 29New major risk - Revenue and earnings growthEarnings have declined by 67% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 67% per year over the past 5 years. Shareholders have been substantially diluted in the past year (37% increase in shares outstanding). Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (AU$31.3m market cap, or US$20.5m).
Reported Earnings • Aug 29Full year 2025 earnings released: AU$0.002 loss per share (vs AU$0 in FY 2024)Full year 2025 results: AU$0.002 loss per share (further deteriorated from AU$0 in FY 2024). Revenue: AU$56.7m (up 1.9% from FY 2024). Net loss: AU$648.2k (loss widened AU$545.1k from FY 2024). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
分析記事 • Aug 11Investors Holding Back On Comms Group Limited (ASX:CCG)ASX:CCG 1 Year Share Price vs Fair Value Explore Comms Group's Fair Values from the Community and select yours When...
お知らせ • Aug 07Comms Group Limited to Report Fiscal Year 2025 Results on Aug 28, 2025Comms Group Limited announced that they will report fiscal year 2025 results on Aug 28, 2025
お知らせ • Jun 17Comms Group Limited (ASX:CCG) completed the acquisition of Business and assets of TasmaNet Pty Ltd and select assets of Field Solutions Holdings.Comms Group Limited (ASX:CCG) entered into a binding business sale agreement to acquire Business and assets of TasmaNet Pty Ltd and select assets of Field Solutions Holdings for AUD 10 million on May 16, 2025. A cash consideration of AUD 10 million will be paid by Comms Group Limited. As part of consideration, AUD 10 million is paid towards assets of Business and assets of TasmaNet. The transaction will be financed through equity investment via a placement and underwritten, non-renounceable entitlement offer of AUD 7 million and a senior debt facility of AUD 10.7 million provided by Regal Funds Management. The transaction is subject to third party approval needed. The deal is scheduled to occur before the end of May 2025. Henslow Pty. Ltd. acted as financial advisor for Comms Group Limited. Thomson Geer acted as legal advisor for Comms Group Limited. Comms Group Limited (ASX:CCG) completed the acquisition of Business and assets of TasmaNet Pty Ltd and select assets of Field Solutions Holdings on June 17, 2025.
New Risk • Jun 11New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 38% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (38% increase in shares outstanding). Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (AU$26.5m market cap, or US$17.3m).
New Risk • May 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 27% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (15% average weekly change). Shareholders have been diluted in the past year (27% increase in shares outstanding). Market cap is less than US$100m (AU$25.3m market cap, or US$16.3m).
お知らせ • May 22Comms Group Limited has completed a Follow-on Equity Offering in the amount of AUD 4.82 million.Comms Group Limited has completed a Follow-on Equity Offering in the amount of AUD 4.82 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 96,400,000 Price\Range: AUD 0.05 Discount Per Security: AUD 0.0025 Transaction Features: Subsequent Direct Listing
お知らせ • May 16+ 1 more updateComms Group Limited has filed a Follow-on Equity Offering in the amount of AUD 4.82 million.Comms Group Limited has filed a Follow-on Equity Offering in the amount of AUD 4.82 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 96,400,000 Price\Range: AUD 0.05 Discount Per Security: AUD 0.0025 Transaction Features: Subsequent Direct Listing
分析記事 • Apr 22Even With A 29% Surge, Cautious Investors Are Not Rewarding Comms Group Limited's (ASX:CCG) Performance CompletelyThose holding Comms Group Limited ( ASX:CCG ) shares would be relieved that the share price has rebounded 29% in the...
Recent Insider Transactions • Mar 19Non-Executive Chairman recently bought AU$54k worth of stockOn the 11th of March, Ryan O’Hare bought around 1m shares on-market at roughly AU$0.054 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Ryan's only on-market trade for the last 12 months.
New Risk • Mar 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (AU$19.9m market cap, or US$12.5m).
分析記事 • Mar 04Not Many Are Piling Into Comms Group Limited (ASX:CCG) Stock Yet As It Plummets 31%Comms Group Limited ( ASX:CCG ) shareholders that were waiting for something to happen have been dealt a blow with a...
分析記事 • Mar 01Comms Group (ASX:CCG) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Feb 25Comms Group Limited Announces Resignation of John Mackay as Non-Executive DirectorComms Group Limited announced the resignation of John Mackay as a non-executive director, effective 25 February 2025. John was inaugural chairman of Comms Group when it listed on ASX in December 2017. John stepped down as Chair in 2024 and continued to serve the board and shareholders.
お知らせ • Jan 30Comms Group Limited to Report First Half, 2025 Results on Feb 27, 2025Comms Group Limited announced that they will report first half, 2025 results on Feb 27, 2025
分析記事 • Nov 28A Piece Of The Puzzle Missing From Comms Group Limited's (ASX:CCG) Share PriceWith a median price-to-sales (or "P/S") ratio of close to 0.8x in the Telecom industry in Australia, you could be...
お知らせ • Oct 11Comms Group Limited, Annual General Meeting, Nov 26, 2024Comms Group Limited, Annual General Meeting, Nov 26, 2024. Location: at the bdo boardroom, level 11, 1 margaret street, sydney nsw Australia
Recent Insider Transactions Derivative • Sep 21Group CEO exercised options to buy AU$64k worth of stock.On the 13th of September, Peter McGrath exercised options to buy 800k shares at a strike price of around AU$0.079, costing a total of AU$63k. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. Since December 2023, Peter's direct individual holding has increased from 22.06m shares to 23.66m. Company insiders have collectively sold AU$300k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Aug 23Comms Group Limited Announces Ordinary Fully Franked Dividend for the Year Ended June 30, 2024, Payable on October 16, 2024Comms Group Limited announced ordinary fully franked dividend of AUD 0.00250000 per share for the year ended June 30, 2024. Ex-date is September 27, 2024. Record date is September 30, 2024. Payment date is October 16, 2024.
分析記事 • Aug 21Comms Group Limited (ASX:CCG) Screens Well But There Might Be A CatchIt's not a stretch to say that Comms Group Limited's ( ASX:CCG ) price-to-sales (or "P/S") ratio of 0.4x right now...
New Risk • Aug 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Significant insider selling over the past 3 months (AU$484k sold). Market cap is less than US$100m (AU$24.2m market cap, or US$16.3m).
Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$0 (vs AU$0.002 loss in FY 2023)Full year 2024 results: EPS: AU$0 (improved from AU$0.002 loss in FY 2023). Revenue: AU$55.6m (up 6.7% from FY 2023). Net loss: AU$103.1k (loss narrowed 82% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
New Risk • Aug 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: AU$484k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Significant insider selling over the past 3 months (AU$484k sold). Market cap is less than US$100m (AU$21.3m market cap, or US$14.2m).
お知らせ • Aug 08Comms Group Limited to Report Fiscal Year 2024 Results on Aug 21, 2024Comms Group Limited announced that they will report fiscal year 2024 results on Aug 21, 2024
お知らせ • Jun 08Comms Group Secures Voip Reseller Licence with the Philippines National Telecommunications Commission Via Wholly Owned Philippines Subsidiary, Comms Group Philippines IncComms Group Limited has secured a Voice over Internet Protocol (VoIP) Reseller licence from the Philippines National Telecommunications Commission (NTC) enabling Comms Group Global to procure and resell wholesale and business VoIP-based telecommunications services in the Philippines using Comms Group's global network and local partners. Services include Unified Communications (Microsoft Teams Calling, Cloud/Hosted PBX) SIP trunking, CTS and the resale of DIDs, and will be provided to wholesale, enterprise, and multi-national customers in the Philippines and globally. The VoIP licence has been granted to Comms Group by the Philippines NTC, via wholly owned Philippines subsidiary, Comms Group Philippines Inc. Comms Group Philippines Inc. will leverage Comms Group's extensive global network coverage and capabilities and work with Philippines-based partners to provide these services. Services may be delivered with the Comms Group brand or re-sold globally by wholesale customers under their own brands.
分析記事 • May 22Fewer Investors Than Expected Jumping On Comms Group Limited (ASX:CCG)When close to half the companies operating in the Telecom industry in Australia have price-to-sales ratios (or "P/S...
Reported Earnings • Feb 22First half 2024 earnings released: AU$0.002 loss per share (vs AU$0.001 profit in 1H 2023)First half 2024 results: AU$0.002 loss per share (down from AU$0.001 profit in 1H 2023). Revenue: AU$17.8m (flat on 1H 2023). Net loss: AU$741.5k (down 247% from profit in 1H 2023). Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 115 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 05Comms Group Limited to Report First Half, 2024 Results on Feb 21, 2024Comms Group Limited announced that they will report first half, 2024 results on Feb 21, 2024
分析記事 • Nov 14Shareholders May Find It Hard To Justify Increasing Comms Group Limited's (ASX:CCG) CEO Compensation For NowKey Insights Comms Group will host its Annual General Meeting on 21st of November Salary of AU$318.8k is part of CEO...
分析記事 • Oct 23Does Comms Group (ASX:CCG) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
お知らせ • Oct 20Comms Group Limited, Annual General Meeting, Nov 21, 2023Comms Group Limited, Annual General Meeting, Nov 21, 2023, at 11:30 AUS Eastern Standard Time. Location: BDO Boardroom (Room 5), Level 11, 1 Margaret Street, Sydney New South Wales Australia Agenda: To receive and consider the Financial Report, the Director's Report and the Auditor's Report for the Company and its controlled entities for the year ended 30 June 2023; to consider Remuneration Report; to consider re-election of Director - Mr John Mackay; to consider approval of additional 10% placement capacity; to consider issue of Performance Rights to related party: Peter McGrath; and to consider other matters.
Recent Insider Transactions Derivative • Sep 27Group CEO exercised options to buy AU$68k worth of stock.On the 20th of September, Peter McGrath exercised options to buy 900k shares at a strike price of around AU$0.072, costing a total of AU$65k. This transaction amounted to 4.3% of their direct individual holding at the time of the trade. Since March 2023, Peter has owned 21.16m shares directly. Company insiders have collectively bought AU$313k more than they sold, via options and on-market transactions, in the last 12 months.
New Risk • Sep 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Market cap is less than US$100m (AU$28.4m market cap, or US$18.2m).
お知らせ • Aug 23Comms Group Limited Provides Financial Guidance for the Fiscal Year 2024Comms Group Limited provided financial guidance for the fiscal year 2024. Fiscal year 2024 revenue is anticipated to be in the range of $53 million to $55 million.
Reported Earnings • Aug 23Full year 2023 earnings released: AU$0.001 loss per share (vs AU$0.002 loss in FY 2022)Full year 2023 results: AU$0.001 loss per share (improved from AU$0.002 loss in FY 2022). Revenue: AU$54.6m (up 32% from FY 2022). Net loss: AU$577.7k (loss narrowed 15% from FY 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 116 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 08Comms Group Limited to Report Fiscal Year 2023 Results on Aug 23, 2023Comms Group Limited announced that they will report fiscal year 2023 results on Aug 23, 2023
分析記事 • Jun 21Comms Group Limited (ASX:CCG) Doing What It Can To Lift SharesComms Group Limited's ( ASX:CCG ) price-to-sales (or "P/S") ratio of 0.5x may look like a pretty appealing investment...
Recent Insider Transactions Derivative • Mar 22Group CEO exercised options to buy AU$189k worth of stock.On the 13th of March, Peter McGrath exercised options to buy 3m shares at a strike price of around AU$0.064, costing a total of AU$173k. This transaction amounted to 15% of their direct individual holding at the time of the trade. Since June 2022, Peter's direct individual holding has decreased from 18.46m shares to 5.05m. Company insiders have collectively bought AU$693k more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.002 (vs AU$0 in 1H 2022)First half 2023 results: EPS: AU$0.002 (up from AU$0 in 1H 2022). Revenue: AU$28.6m (up 65% from 1H 2022). Net income: AU$768.3k (up AU$829.6k from 1H 2022). Profit margin: 2.7% (up from net loss in 1H 2022). Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Claire Bibby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Oct 21Is Comms Group (ASX:CCG) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Aug 26Full year 2022 earnings released: AU$0.002 loss per share (vs AU$0.002 profit in FY 2021)Full year 2022 results: AU$0.002 loss per share (down from AU$0.002 profit in FY 2021). Revenue: AU$41.3m (up 64% from FY 2021). Net loss: AU$677.4k (down 219% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 25+ 1 more updateComms Group Limited, Annual General Meeting, Nov 22, 2022Comms Group Limited, Annual General Meeting, Nov 22, 2022, at 11:01 AUS Eastern Standard Time. Location: BDO meeting room, 1 Margaret street sydney Sydney Nsw 2000 Australia
お知らせ • Aug 05Comms Group Limited to Report Fiscal Year 2022 Results on Aug 25, 2022Comms Group Limited announced that they will report fiscal year 2022 results on Aug 25, 2022
Recent Insider Transactions • Jul 03Non-Executive Director recently bought AU$68k worth of stockOn the 30th of June, Ryan O’Hare bought around 911k shares on-market at roughly AU$0.075 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$394k. Insiders have collectively bought AU$468k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • May 11Group CEO recently bought AU$394k worth of stockOn the 9th of May, Peter McGrath bought around 4m shares on-market at roughly AU$0.089 per share. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Claire Bibby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 25Comms Group Limited Provides Revenue Guidance for the Year 2022Comms Group Limited Provided revenue guidance for the Year 2022. For the year the company expects FY22 revenue to be in the range of $40 million to $43 million. Comms Group, including onPlatinum is expected to have annualised revenue of $50 million.
お知らせ • Feb 19Comms Group Limited to Report First Half, 2022 Results on Feb 24, 2022Comms Group Limited announced that they will report first half, 2022 results on Feb 24, 2022
お知らせ • Feb 11Comms Group Limited (ASX:CCG) completed the acquisition of onGroup Holdings Pty Ltd.Comms Group Limited (ASX:CCG) agreed to acquire onGroup Holdings Pty Ltd for AUD 18 million on February 4, 2022. A total consideration of AUD 18 million, consisting of an upfront payment of AUD 10 million comprising cash consideration of AUD 8 million subject to adjustment for working capital and net debt and AUD 2 million in CCG ordinary shares issued at the 30-day VWAP of approximately 10.5c per share, with 100% escrowed for a period of 12 months and 50% escrowed for a period of 18 months from the date of completion. Deferred Payment to be paid on July 1, 2022, comprising a further cash payment of AUD 1 million and AUD 1 million in CCG ordinary shares issued at the lower of the 30-day VWAP or the closing share price at the issue date and up to AUD 6 million in earnout payments subject to EBITDA of 2023. The onPlatinum acquisition will be funded by a new debt facility of AUD 10 million established with the CBA and CCG shares issued to the vendors. Completion of the transaction is expected to occur on or around February 7, 2022. Comms group expects the acquisition to contribute to its revenue. Henslow acted as corporate advisor to Comms Group. Comms Group Limited (ASX:CCG) completed the acquisition of onGroup Holdings Pty Ltd on February 11, 2022.
お知らせ • Feb 04Comms Group Limited (ASX:CCG) agreed to acquire onGroup Holdings Pty Ltd for AUD 12 million.Comms Group Limited (ASX:CCG) agreed to acquire onGroup Holdings Pty Ltd for AUD 12 million February 4, 2022. A total initial consideration of AUD 12 million, consisting of the following: • Upfront Payment of AUD 10 million comprising:o Cash consideration of AUD 8 million subject to adjustment for working capital and net debt; ando AUD 2 million in CCG ordinary shares issued at the 30-day VWAP of approximately 10.5c per share,with 100% escrowed for a period of 12 months and 50% escrowed for a period of 18 months from the date of completion. • Deferred Payment to be paid on 1 July 2022 (“Deferred”) comprising:o A further cash payment of AUD 1 million; and AUD 1 million in CCG ordinary shares issued at the lower of the 30-day VWAP or the closing share price at the issue date. The onPlatinum acquisition will be funded by a new debt facility of AUD 10 million established with the CBA and CCG shares issued to the vendors. Completion of the transaction is expected to occur on or around February 7, 2022. Henslow acted as corporate advisor for the acquisition.
Reported Earnings • Aug 31Full year 2021 earnings released: EPS AU$0.002 (vs AU$0.014 in FY 2020)The company reported a mediocre full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: AU$25.2m (up 31% from FY 2020). Net income: AU$568.3k (down 78% from FY 2020). Profit margin: 2.3% (down from 13% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Aug 10Comms Group Limited (ASX:CCG) entered into an agreement to acquire Switched On Australia for AUD 4.3 million.Comms Group Limited (ASX:CCG) entered into an agreement to acquire Switched On Australia for AUD 4.3 million on August 10, 2021. Under the terms, AUD 3.65 million Upfront cash consideration will be paid from existing cash reserve and deferred consideration of up to AUD 0.65 million to be paid 12 months following completion, subject to an adjustment based on revenue achieved over the next 12 months. Post completion, All Switched On staff including Leigh Schwarm to continue as employees of Comms Group. The acquisition of Switched On adds over 900 customers and two additional sales staff to Comms Group. Transaction completion is expected prior to the end of August 2021 with integration expected to be completed in FY22. Henslow acted as Corporate Advisor for the acquisition.
分析記事 • Jul 15A Look At The Intrinsic Value Of Comms Group Limited (ASX:CCG)Today we will run through one way of estimating the intrinsic value of Comms Group Limited ( ASX:CCG ) by estimating...
お知らせ • Apr 06Comms Group Limited Provides Earnings Guidance for the Fiscal Year 2021Comms Group Limited provided earnings guidance for the fiscal year 2021. For the year, run-rate revenue is now expected to be $35 million+ (over 90% recurring revenue).
Recent Insider Transactions • Mar 19Group CEO recently bought AU$115k worth of stockOn the 16th of March, Peter McGrath bought around 2m shares on-market at roughly AU$0.073 per share. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of AU$138k worth in shares.
お知らせ • Jan 31Comms Group Limited (ASX:CCG) acquired Next Telecom Pty Limited for AUD 12 million.Comms Group Limited (ASX:CCG) entered into an agreement to acquire Next Telecom Pty Limited for AUD 12 million on December 16, 2020. Under the agreement, Comms Group Limited shall pay AUD 2 million in cash subject to adjustment for working capital and net debt, AUD 6.67 million through issuance of 70.8 million shares of Comms Group Limited and AUD 3.33 million shall be payable through issue of 33.3 million shares on the basis of EBITDA for financial year 2021 in or around October 2021. The consideration shares will be escrowed for 12 to 18 months from date of completion. The cash component of consideration will be financed through proceeds of AUD 6.25 million received from placement of shares. Post completion, Gavin Roache and Mark Manion, Key Executives currently running sales and operations of Next Telecom Pty Limited will join to run the Next Telecom Business as joined Chief Executive Officer. All other staff will be coming across as part of the Next Telecom team. Ryan O’Hare, the current Executive Chairman and Chief Executive Officer of Next Telecom will step down from his executive role with Next Telecom and will join Comms Group’s Board of Directors as a Non-Executive Director effective from 1 February 2021. The transaction is subject to shareholders approval of Comms Group Limited. THe approval will obtain in shareholder's meeting scheduled on January 25, 2021 and completion is planned on January 29, 2021. The consideration is at an accretive EBITDA multiple for Comms Group. Comms Group Limited (ASX:CCG) completed the acquisition of Next Telecom Pty Limited on January 29, 2021. As of January 25, 2021, Comms Group Limited's shareholders approved the transaction.
お知らせ • Jan 29Ryan O'Hare Joins Comms Group Limited as Non-Executive Director, Effective from 1 February 2021Comms Group Limited announced the completion of the acquisition of Next Telecom Pty Ltd. Ryan O'Hare will join Comms Group's Board of Directors as a Non-Executive Director, effective from 1 February 2021.
お知らせ • Dec 18Comms Group Limited (ASX:CCG) entered into an agreement to acquire Next Telecom Pty Limited for AUD 12 million.Comms Group Limited (ASX:CCG) entered into an agreement to acquire Next Telecom Pty Limited for AUD 12 million on December 16, 2020. Under the agreement, Comms Group Limited shall pay AUD 2 million in cash subject to adjustment for working capital and net debt, AUD 6.67 million through issuance of shares of Comms Group Limited and AUD 3.33 million shall be payable through shares on the basis of EBITDA for financial year 2021. The consideration shares will be escrowed for 12 to 18 months from date of completion. The cash component of consideration will be financed through proceeds of AUD 6.25 million received from placement of shares. Post completion, Gavin Roache and Mark Manion, Key Executives currently running sales and operations of Next Telecom Pty Limited will join to run the Next Telecom Business as joined Chief Executive Officer. All other staff will be coming across as part of the Next Telecom team. Ryan O’Hare, the current Executive Chairman and Chief Executive Officer of Next Telecom will step down from his executive role with Next Telecom and will join Comms Group’s Board of Directors as a Non-Executive Director. The transaction is subject to shareholders approval of Comms Group Limited. The approval will obtain in shareholder's meeting scheduled on January 25, 2021 and completion is planned on January 29, 2021. The consideration is at an accretive EBITDA multiple for Comms Group.
分析記事 • Dec 10Should You Use Comms Group's (ASX:CCG) Statutory Earnings To Analyse It?As a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...
お知らせ • Dec 02Comms Group Limited Appoints Matthew Beale as Its Permanent Full-Time CFOComms Group Limited announced that it has appointed Matthew Beale as its permanent full-time CFO commencing 2 December 2020. This is subsequent to Matthew's appointment as interim CFO in August 2019. Matthew has over 25 years experience in finance and commercial roles. This includes working for a number of small to medium sized publicly listed and privately owned businesses, across a variety of industries, working closely with business owners and boards of directors.
Recent Insider Transactions • Sep 22Non-Executive Director recently bought AU$61k worth of stockOn the 21st of September, Benjamen Jennings bought around 931k shares on-market at roughly AU$0.065 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$114k more in shares than they have sold in the last 12 months.
お知らせ • Aug 06CommsChoice Group Limited to Report Fiscal Year 2020 Results on Aug 31, 2021CommsChoice Group Limited announced that they will report fiscal year 2020 results at 4:48 AM, GMT Standard Time on Aug 31, 2021