Aeorema Comm. Share Price (AEO)

Can someone please explain to me what is holding Aeorema back?

They seem to be in great shape financially and the order book is filling up as they continue to break into new markets.

More excellent news. Great to see a "major contract win" bringing visibility through to 2028.

It also evidences AEO's continuing growth in the USA. And being in September each year it also balances out the H1 weighting of Cannes Lions.

AEO is looking very good value at the current £5.9m m/cap, especially given the current £4.1m cash pile:

Https://uk.advfn.com/stock-market/london/aeorema-communications-AEO/share-news/Aeorema-Communications-Plc-Landmark-Three-Year-Climate-Week-NYC-Contract/98717708

Great news from Cannes Lions, with a record number of events for AEO.

The valuation here is pretty bonkers. AEO's cash pile has grown to £4.1m as per the recent update - against a £5.7m m/cap.

And today we have confirmation of record bookings at Cannes Lions "for a number of major multi-million-pound activations", giving strong visibility for H1 and therefore for the rest of 2026.

Plus confirmation of the growth in the USA via SXSW and Possible.

Hopefully Allenby Capital's 5.23p EPS forecast for this year is already in the bag given the importance of Cannes Lions and may be surpassed.

Https://uk.advfn.com/stock-market/london/aeorema-communications-AEO/share-news/Aeorema-Communications-Plc-Record-activity-at-Cannes-Lions-2026/98673836

"Aeorema announces record activity at Cannes Lions 2026

Record Cannes Lions contracted revenue supports H1 2026 visibility and demonstrates strength of recurring client relationships, as the event continues to grow into a major platform for global brand activations.

Aeorema Communications plc (AIM: AEO), a leading strategic communications group, is pleased to announce that its brand experience agency Cheerful Twentyfirst has secured a record level of contracted Cannes Lions-related revenue for 2026, with the agency set to deliver 17 activations across Cannes Lions week.

Notably, the agency returns to Cannes as brand experience partner for a number of major multi-million-pound activations, including SPORT BEACH for the fourth consecutive year, alongside recurring events for leading media publisher The Wall Street Journal, and other global SaaS platforms.

A key driver of this milestone year has been Cheerful Twentyfirst's exceptional client retention rate, with 92% of Cannes projects returning year-on-year, alongside an additional five new activations in 2026. As the Group continues to transition from transactional project execution to multi-year, strategic partnerships, repeat business is creating greater revenue visibility, reducing seasonality and opening broader opportunities across complementary global events.

Importantly, the Group's expansion into POSSIBLE and SXSW Austin earlier this year was driven by existing Cannes client relationships, demonstrating the increasing opportunity for the Group to extend client partnerships beyond a single event.

With Aeorema's financial year now aligned to the calendar year, this record Cannes portfolio falls within the first half of the current financial year, supporting strong visibility into H1 2026 trading and providing a solid platform for the remainder of the year.

Andrew Harvey, Managing Director of Cheerful Twentyfirst commented: "This year is our biggest Cannes yet, and our newer client wins are further evidence that a boutique AIM-listed micro-cap company can legitimately win against multi-billion-dollar network agencies.

etc"

Another decent buy by AEO's standards just reported, this time £17k at 61.9p, following a £9k buy yesterday.

Allenby Capital have still not issued any research update post-results. Either it's incompetence or there's something happening in the background to make Allenby wait.

Given the large cash pile perhaps AEO are in the midst of acquiring something?

Today's results actually beat Allenby's last forecast from Nov '25 quite easily.

AEO produced £797k underlying PBT for the 18 months, compared to Allenby's forecast £700k.

The cash pile was £2.2m compared to the forecast £2m.

Allenby were then forecasting £740k PBT for this year, with 5.23p EPS and a closing £2.2m cash pile.

Given all the bullish signs since then, I'd hope that Allenby will at least maintain those forecasts, particularly given that AEO now hold £4.1m net cash.

Allenby are just so slow. Despite they're having released a "TMT update" note this morning, there's nothing yet on AEO on their results release date - the most important day of the year! It's surely time for AEO to change their broker to someone more impressive (Cavendish, Panmure Liberum etc).