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Gresham getting in cheap bless 'em
http://www.proactiveinvestors.co.uk/companies/amp/news/176441
N+1 Singer believes Be Heard Group looks “modestly rated” given the firm’s potential. Analyst Johnathan Barrett concluded that Be Heard is: “An attractively positioned mid-size group is likely to draw a lot of attention from the larger global mega-agencies that are highly acquisitive” http://www.proactiveinvestors.co.uk/companies/amp/news/176441
Hey this is decent that MR Wray is a shareholder and of some value too. His followers no doubt will soon be arriving . .
http://www.***************************/qa-gresham-house-strategic-plc-longhs-imimobile-plc-lonimo-agenda21/412726624
We’re also joined by Rhys Williams, the MD at Agenda21, which is Be Heard’s first acquisitions. Rhys, can you give us an example of how you’re supporting a major client like Vodafone for example? Just to start with, one of the things that we see, the big trends and it’s been touched on a couple of times on this call, is that consumers now expect a really coherent engagement with brands across lots of different touch points, whether that’s mobile, web, tablet, increasingly chatbots now which are becoming more prevalent, display advertising search. They expect to be able to engage with brands across all of these different touch points and for data to flow across the touch points in order for that coherent conversation to happen and that’s what we help brands do. So, if you look at some of the work we’re doing at the moment with Vodafone, we’re trying to help them, again it something that’s been touched on here, transformation, lots of companies going through this transformation. They’re trying to break down those internal barriers where digital sits within the PR team, it sits in the brand team, it sits in the e-commerce team and it becomes very difficult for them to put together a case of integrated strategies so that’s what we’ve been helping Vodafone do. Using data to drive those insights so we’ve been taking search data, taking raw search data, we’ve been having to make sense of that and then use that to drive both content, so developing content on the site, but also the structure of the site as well, so we’re actually doing more of the front-end development work and helping them develop work driven by that search data. The piece that we’re going to start putting into place is using some of the social data so Freemavens, one of the companies within the group, we can use that social data so we can use what people are actually talking about, what they want to engage with, not just to drive content but also to be able to drive product. So, we’re actually now using some of that data to talk to Vodafone about the products that they sell as well and also potentially how they engage with their customers in their call centres.
https://www.**********.co.uk/blogs/nics-3-charts-in-3-minutes-today-are-angs-bhrd-nccl/ Charts pointing to 4.33p short term then a break to 5.59p.
Nice finish.
Given Scott’s previous successes at WCRS (sold for £3.2bn) and Engine Group (sold for £100mln), the analyst says investors “will be hoping history repeats itself”. Importantly, Be Heard also gives investors the opportunity to take a stake in the booming digital advertising and marketing space. Robertson estimates that internet advertising overtook traditional advertising back in 2015, and expects it to represent 60% of the ad market in the near future. “Be Heard is uniquely positioned as a pure play digital business, seeking to acquire and connect a cluster of best-in-class mid-size agencies,” explains the analyst. Robertson also notes that Be Heard has a track record of acquiring businesses for reasonable prices, especially when compared to some of its larger peers. “Be Heard’s first four acquisitions have averaged a multiple of 5-6x EBITDA [underlying earnings]. “This appears cheap when compared to acquisitions made by others that have tended to be in the range of x10 to x22, with mid-size acquisitions and those paying a premium for scale, in the x16-x20 range.” Robertson has the stock as a ‘buy’ with a price target of 5.2p.
Dowgate Capital likes the management team, exposure to the digital marketing space as well as Be Heard’s track record of acquisitions. City broker Dowgate Capital has repeated its ‘buy’ recommendation for Be Heard Group PLC (LON:BHRD), claiming that investors are “starting to listen” to the digital marketing specialist’s story. Be Heard made its debut on AIM back in November following a reverse into Mithril Capital and Dowgate reckons it has everything in place to be a success on the junior market. “Be Heard benefits from a proven management team with an excellent track record, that is gaining from the synergy value of new acquisitions against the background of a marketing industry entering the next phase of an exciting digital revolution,” said analyst Jason Roberston. Speaking of management, chairman and founder Peter Scott heads up what Robertson calls a “high calibre” senior team.
Very bullish note released from Joint Brokers , worth getting hold of for a read.
Moving up fast now. I particularly liked Peter Scott's recent interview saying that they piped for a contract being the world largest wine supplier with all 4 of our new business 's involved. http://www.proactiveinvestors.co.uk/companies/stocktube/7195/-2017-has-started-off-extraordinarily-well-says-be-heard-chairman-peter-scott-7195.html
Looking good to break 4p soon. Broker Numis has buy note forecast at 5p.
2017 has started off extraordinarily well' says Be Heard chairman Peter Scott. http://www.proactiveinvestors.co.uk/companies/stocktube/7195/-2017-has-started-off-extraordinarily-well-says-be-heard-chairman-peter-scott-7195.html Well worth a listen.
Nice to see we are creeping back after the recent pull back.
Some steady buying again today, I need a few share to mature to add under 4p here.
"share" and next word "prophets" video (link won't work)
worth a read and watch the video ! exciting times.
Director/PDMR Title Price per share Number of Ordinary Shares acquired Number of Ordinary Shares % of total issued share capital Peter Scott Executive Chairman 3.70p 533,333 17,178,109 2.2 Robin Price Chief Operating Officer and Chief Financial Officer 3.70p 533,333 2,540,085 0.3 Ian Maude Group Development Director 3.70p 266,666 2,427,418 0.3 David Wilkinson Senior Independent Non-Executive Director 3.70p 266,666 1,350,494 0.2 Rakhi Goss-Custard Non-Executive Director 3.70p 265,000 585,754 0.1 David Poutney Non-Executive Director 3.70p 1,800,000 6,800,000 0.9
Actually is a great set of results , look at the kind of companies we are dealing with, this looks set to be a very strong company with revenue growth of 16%, integration of the four businesses. Plus its worth investing on the chairman's statement hahaha.
Out... Good steady growth being made with the four new business integrating for further opportunities this year.
http://www.share-talk.com/share-news/order-from-chaos-how-big-data-will-change-the-world/
Interesting article on Big Date which of course is an area Be Heard is now involved in.... http://www.share-talk.com/share-news/order-from-chaos-how-big-data-will-change-the-world/
Someone is offloading large chunks each day. Shame when we had got so close to 4p again.
Take a look at @Be_Heard_Group's Tweet: https://twitter.com/Be_Heard_Group/status/837681445606985730?s=09 http://www.kameleon.co.uk/lee-cooper-video-shortlisted-for-award/