Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
pretty much all over twitter.
any price target mentioned ?
The only dip you'll be getting is when it goes to 12p and comes back to 11p
Can't be too far from the 100k if not, as you say, over it. Started adding up the acquisitions and the estimated organic growth 1000 per month in OZ and say same again across all Europe (Fra, UK, EIre, Poland, Scandis where else Spain and Port) a year ahead of what their business plan is is an amazing performance. Wonder what their next target number will be? It's growth all the way but surely this will be an income plan in short-medium term for the long term! - my thinking for what is worth.
Nice find. So don't bother with the DOW or FTSE just load up on SAT. I would certainly expect it will outperform those two this year. Anyone - Further to their end of Nov announcement where they stated they're material ahead of expectations, where would you estimated user numbers stand today?
on vox markets as link wont post fully
https://www.**********.co.uk/company/SAT/
Just a matter of when
i'm in love here too. Been buying for 12 months or so on the dips and pre Brexit and around when the price came off. I like MCLS as use the local one in Esher to get the papers at the weekend, greeting cards, few stamps, pint of milk , might buy some other odds and sods. Always a queue. Divi is great and can see that growing, this is one for the very long term pot.
by Dowgate Capital Be Heard is a digital marketing Group that focuses on four key pillars (Media, Planning & Buying; Design, Build and User Experience; Creative and Content; Strategy, Innovation and Analytics). The company is profitable, cash generative, debt free and looking to scale rapidly. The Group’s recent acquisition of Kameleon looks to be substantially earnings enhancing which we believe the market has temporarily overlooked. The company places itself at the crossroad of e-commerce, technology and marketing by building an agile interconnected Group of businesses. The Group’s strategy is to build a digital marketing Group in a favourable market as it seeks to exploit the gap between Small Digital Specialists and Large Holding Groups. Key attractions: Be Heard was founded by Peter Scott, the Group’s Executive Chairman. Peter has been in advertising for over 40 years and has grown small businesses into large, international enterprises (co-founded London agency WCRS which became Aegis Group plc, where Peter was Chairman and CEO, before being sold to Japanese Group Dentsu for £3.2 billion in 2013, now operating in 145 countries. Peter was also Co-founder and CEO of the Engine Group, which was sold to Lake Capital for £100m in 2014). On 7 December 2016, the Group acquired Kameleon, the award winning content-marketing agency. In 2016, it is expected to generate gross revenues of £3.89m, representing 60% annual growth, with adjusted EBITDA of £0.785m. We calculate this to be approximately 30% accretive bringing the P/E down to c.13x. The share price is broadly unchanged since the announcement of the deal. The Group is experiencing good momentum in new business wins which should continue in to 2017. BHRD won business from impressive blue chip companies including BDO, Vodafone, Domestic and General, Cazumo, Investec, Lee Cooper, SSE, Comparethemarket, Zurich, Celebrity Cruises and Allergan. The Group’s gap in the market should exploit the large market opportunity that digital marketing and e-commerce presents. Enders Analysis estimates that consumer e-commerce could top $3,500 billion by 2020 ($1,500 billion in 2014). The demand for external expertise in the hard to successfully implement digital side of marketing bodes well for Be Heard. Enders Analysis forecasts Internet Advertising to overtake all other forms by 2019 and spending on digital marketing to exceed $250 billion by 2020. Consensus numbers (source Proquote, pre-Kameleon deal): 2017 – Revenue: £13.2m; EBITDA: £1.7m; PBT: £1.5m; EPS: 0.20; P/E: 17.75; Net Cash: £3.4m
http://www.latimes.com/business/la-fi-satellite-constellation-broadband-20161230-story.html
Nice find Matis . Goes with all that we're thinking .
It can sound bullish but it's fact. I've been invested here since day 1 and can say everything plus more has been delivered by the team at this company. Growing users organically at a decent rate and through acquisitions, backed by BUsiness Growth Fund , directors loading up with shares at all opportunities , Numis on board now to no doubt take it to better places.
http://www.business.com/marketing/jeremy-ryan-slate-podcast-is-changing-advertising/
Looking forward to reading their first broker note, think there is a bit of a lead in time for that though. Got to be impressed they take on a company the size of SAT, obviously see the potential.
I think that was the last time those that knock it , no names, had a chance to get the price down by scarring a few off and get in on the cheap , hope everyone topped up when the chance was there. Onwards and upwards now, all there too see. My worry is now that this gets brought out on the cheap.
strong buy recommendation.