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You're miles away Chris. EPS in 2014 was 4.6p. Trading statement in January suggested op profits up 12% in 2015. If we apply the 12% growth to last years EPS we get 5.2p for 2015, and a PE of 8x. How d'you like dem onions?
This company cropped up on my RADAR recently so started looking into the company figures..Also, think they announce 2015 result this next week. Using 30th June 2015 results I've worked out an EPS of ~2.5p and PE ratio of ~17. Sound about right please? Their profit margin is about ~3% and current liabilities just seem to be growing. Have I cocked-up my figures, otherwise what's to like about this stock please?
RNS today - good news. Richard Griffths has added a further 2,081,099 shares to his collective holding over the past month and now has 27,259,092 as the largest shareholder in the company. He has now increased his shareholding by 87% over the past 7 months, from 14.6m (7%) to 27.3m (13%): http://www.investegate.co.uk/communisis-plc--cms-/rns/holding-s--in-company/201602231152438840P/
Did it? I thought it went up a penny. But there you go again - computers aren't perfect.
Ah, good explanation. Thanks. Shame it finished lower!
A computer decides whether a trade is a buy or a sell and it does that by reference to the mid price. So trades that go through below the mid price it decides are a sell and those above the mid price it decides are a buy. You got a good price on your purchase which was only just above the bid price and definitely below the mid price so the computer shows that as a sell. Like everything in life - it's not perfect. Nice share though - good luck with it.
I bought 2370 this morning at 11.12am, although it seems to have gone through as a sell. I've heard of this happening before but can't remember why it happens.
Agreed. The performance of this share over the past 6 months has been mystifying frankly. Pretty much all news flow has been good, and even the Sterling Euro rate has gone back in their favor over the past 3 months or so. Quality, cheap, and growing - Not a bad combo at all. For me, 70p over the next 12 months seems entirely attainable - strong buy!
Nice RNS earlier this week noting that management is being streamlined and two directors leaving - Rushton and Howes earned £875,000 in total between them in 2014, so this will be a not inconsiderable lift to profits.... On a current year P/E of only 7.7 based on 5.8p EPS - with a 5.3% dividend yield based on a 2.4p divi - CMS have plenty of upside imho. Liberum have reiterated their Buy and 72p target, i.e 60% upside from the current 45p: Http://www.americanbankingnews.com/2016/01/21/communisis-plc-cms-rating-reiterated-by-liberum-capital/ Good new interview with the CEO here: http://www.proactiveinvestors.co.uk/companies/stocktube/4579/communisis-chief-confident-of-sustaining-growth-beyond-2016-4579.html "Communisis chief confident of sustaining growth beyond 2016 10:43 26 Jan 2016 The chief executive of marketing firm Communisis (LON:CMS), Andy Blundell, discusses the group last financial year and its strong start to 2016. “We had a very good year last year with performance metrics across the board considerably ahead of 2014,” he said. He said the company is “pretty confident” that it will be able to continue to show year-on-year growth despite challenging macroeconomic conditions, adding its “track record is beginning to speak for itself.”"
A pleasing update yesterday, making a mockery of the rather overdone share price fall. Nice positive outlook too for the start of 2016. The signing of L&G as a new client, and the retention of Barclays for a further 3 years - "one of the Group's largest clients" - are both excellent news and should have been the subject of a separate RNS to maximise attention instead of or as well as being buried away in the trading update. At 44p CMS remain extremely cheap imo given historic 5.2p EPS and 5.8p EPS forecast this year, and with 2.2p and 2.4p dividends respectively giving an above 5% yield. Liberum reiterate their Buy and 72p target: Http://www.americanbankingnews.com/2016/01/21/communisis-plc-cms-rating-reiterated-by-liberum-capital/ CMS also featured today in an article in yesterday's Shares Mag about AXA's Ethical Distribution fund... "AXA Ethical Distribution has a long-term investment horizon. ‘Unless something has changed fairly profoundly to a business model we don’t dot in and out of things,’ he says. If a share price declines due to a company being out of favour with the market he will not necessarily dump the shares. Instead, he sees the improving valuation as an opportunity to increases the fund’s stake in the business. Examples of where he has bought more stock in existing portfolio companies on the dips include marketing company Communisis (CMS)"
I think that's an impressive looking update and i'm pleased to see the SP increase reflecting it. The market will be assured by the length of the contracts and it should bode well for the future.
Renewal is great news, as well as the performance improvements. Should see nice little blue day today.
Positive announcement today with contract win, contract renewals/extensions and opening of Dubai location.
.....stocks down more than 10% now on Google Finance. Don't think I've ever seen a stock fall so much on no news as this one has since October - astonishing! Or have I missed something?
I drew a trend channel on CMS since Jan 14, and the lower point at the moment is closer to 34p. So if I wanted to go long I would look for the SP to go to that level before considering a buy. PS: It's also knocked out its previous pivot low in early July, and that's bearish for the time being. Good luck.
Downward trending but long term major support hits circa low 40s for a possible change in direction. Either way, low 40s to low 50s perhaps 55 for a short term trade. stop at 39
In for a few.
just read the ST/IC excerpt - looks good recovery play
It is said that the cobbler's children have the worst kept shoes. As pointed out here today, this company may be great at communications for clients but seems incapable of effectively communicating its messages to investors. Personally I think that today's sp reaction is far too harsh so see it as an opportunity to top up.
... its not in AIM; its in FTSE (all-share / small-cap)
After today I'll still be waiting for an entry. However, CMS is being punished for a very opaque trading update which doesn't give the market and confidence. Therefore, the share have been hammered, and will continue to do so unless they can come up with quantifiable and profitable growth. If they continue to produce hazy statements the share price will continue to weaken. PS: I'm a marketer and we're good at presenting our wonderful campaign successes. However, where we lack rigour is in the financial outcomes as not everything we do translates into pure profit.
Nothing epitomizes the drivers of stock prices - these being fear and greed - more strongly than AIM. Having disappointed a few years back, investors continue to look at all news from this Company through a dark lens - any whiff of disappointment and the price collapses. Still looks fine to me, so I'm waiting for greed to return...!
I remember pausing long and hard before I hit the buy button with this Company a couple of years ago. For an outfit concerned with image, they sure could do with an uplift to their own, not to mention an uplift to the SP. The dividend just about keeps me here and the numbers do suggest a significant undervaluation, but the markets don't lie, so what am I missing?
... zero volume in preceding days. Easy to short and drop on bad news.
Share price feels a bit over done this morning? How many other stocks are showing double digit op profit growth and are nearly on a single digit PE?