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20p?????
Tin hats on !!!
Hi all
You have to go back 10 years to see market prices like these. Operating profit around £6m and £15m net debt.
The group has grown hugely since then and the predicted £10m + operating profit next year is quite achievable despite the usual worry of marketing spend cuts if in recession.
No Company increases their interim dividend without a degree of confidence for the full year.
I will have a few more at 30p.
Hi Peaky
34.9 p to buy right now!
Buybacks. Do not agree at this point in time. Reduce the debt!
Alot of ?a were mine.
They nees to wake up and do buyback. Their argument they cannot buy much is nuts.
So spend a little. Buy at diacount and help retail guys who are their foundation. Some people are forced sellers at least give then a good exit.
It it good for everyone on many levels but cfo was not thinking straight
Well put alfista!
Increase in divs was a surprise. suggests they feel confident about the business model.
If a contract is likely to significantly affect revenues, there is a duty to inform. If, over a period of time, that PO revenue is not detectable as in increase in business, only then could it be referred to as fluff. Not until.
Very clear to all that the economy is teetering on the edge of recession, and classically this spells rough times for marketing agencies. They are responding by continually repositioning the emphasis to sectors that have prospects. I had hoped that debt could be reduced, but they've chosen to invest in growth. Increased divi is most acceptable, given what my average is, it represents a tidy return, a benefit of long termism.
I will be having some more 30-35p...
Increasing debt. Poat office was fluff as expected.
See what full.year profit is hit
I dont see this as very significant. No contract value and they have lots of big clients.
Nothing that would move the needle vs what happens tom
Much simpler than that.
If there is news of significance to the value of the company, they have a duty to tell the market.
The results will be what they are, to some extent the market has factored that in already.
IMHO
Not so happy about this rns, no need for it with results tom
Could be pumping some news to offset the bad
Big win for the group.
This level of work puts Mission in with the big boys IMHO
They could do with promoting themselves more in order to get the market to appreciate them.
Tough market.
Until rates start to come down i feel it is like swimming uphill in small cap space
Stock, everything I'm buying or holding now is for sale in 2-3 years.
The the fundermentals and forget....
Peaky. What with Covid and now interest rates, you have a point about overstretching.
The new offices look really well organised with the various groups close to one another.
My holdings look rather drab having bought around 50p and higher previously.
However, I do believe all will be good in two years time.
I'm in at 39p gla
https://www.investormeetcompany.com/register-investor
Excellent presentation. Make your own mind up. In two years time, all being well in the world, this should be £1! IMVHO
Hope they are not overstretching with acquisitions and ideas....
Best wishes for another great year!
Was that actually an up day for TMG, or are my eyes deceiving me?
Managed to buy back in this morning at 45.7p. happy holding this now.
Seems low to me. Patience is the order of the day here.
As previously mentioned, if this Company becomes debt free in two years what value then?
I’m in!