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buys cominy in now

nice 10k buy

we go blue soon

Be Heard Group optimistic of further progress

The first half of 2018 saw strong overall growth in revenues, with the top-line up 15% on a pro-forma basis but the increased costs associated with winning new business means the gains will not fall through to the bottom line, and this will also be the case in the second half of the year.

The board said it now expects adjusted underlying earnings (EBITDA) for 2018 will be in the range of £3.0mln to £3.3mln on revenue of around £29mln.

“The board remains confident that Be Heard is well positioned to take full advantage of the demand for integrated, end-to-end marketing services,” the group said.

Be Heard Group PLC (LON:BHRD) said the latest industry estimates suggest an increase in UK marketing and advertising expenditure in the second half of 2018.

In a trading update covering the first six months of the year, the digital marketing group said it had started to reduce costs to free up funds to invest in the group's growth in the second half of the year and beyond.

buys not coming in ... why..

Jay Cheatham, CEO, said:

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"This is extremely good news for Pantheon shareholders because the analysis concludes that the Eagle Ford sandstone in our West AA prospect is not water saturated, and that the water has likely been introduced from a source below the perforations as a result of the frac. The analysis of the VOBM#5 and other Polk County wells was a very comprehensive undertaking, involving extensive analysis of regional data which took considerable time to complete. The analysis also concluded that 100% of the perforated intervals in our wells were in fact hydrocarbon bearing pay zones and following this analysis the consulting geologist Art Berman has confirmed his assessment of potential P50 Prospective Resource of our project has not changed, remaining at 301mmboe. Certainly, any future fracking operations will be undertaken carefully to avoid possible communication with deeper water sources, but we will carefully consider this in well design and planning, and in this regard I am also pleased to report that Pantheon and the operator have made a concerted effort to improve our future operational capabilities with some key appointments.

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"I hope the conclusions of this independent analysis restores shareholder confidence in our play, which Pantheon and the operator are firmly committed to. Our issues have been operational, and we are being vigilant in doing everything possible to minimise such issues going forward."

wfere are the buys here..
aim what a game

https://youtu.be/9i63Oa6fFJk

Acceleration into growth in 2018

The group is seeing increasing demand for integrated, end-to-end marketing services, with 13 of its clients using two or more of its partner companies, while four clients use three or more.

Around 30% of revenue is coming from clients using two or more Be Heard partners and 2017's 46 clients wins including the first to go for the whole kit & caboodle, using all of the Be Heard Partners.

“We now have 330 digital experts covering data and analytics, integrated creative, media, content and UX, design and build. We continue to see an immense opportunity ahead for Be Heard, as the traditional holding groups scramble to adapt to changing client needs,” Scott said.

"Against a backdrop of weakness in the sector, we have seen strong new business momentum in 2018 to date, at both group and partner company levels, after some existing clients were slow out of the blocks in the first quarter. We are optimistic of further progress in the year ahead as we help clients navigate the digital customer journey," Scott said in the 2017 results statement.

The group is investing heavily to support its growth ambitions

Digital marketing services group Be Heard Group PLC (LON:BHRD) has been around a little over two years and is ready to shift gears.

Phase one was all about building an integrated, end-to-end platform to offer connected, digital marketing services.
READ Be Heard Group optimistic of further progress

Phase two is about driving organic revenue growth by maximising collaboration across its partner agencies.

Results for 2017 revealed that billings climbed to £34.67mln in 2017 from £28.85mln in 2017 while net revenue more than doubled to £19.55mln from £9.49mln, including a 25% increase in organic net revenue.

The company’s ‘buy and build’ strategy is bearing fruit, with the acquired units small enough to be agile and responsive to clients’ needs, while the opportunities for those units to work together means the group can offer a broad spectrum of services.

It is still early days for the group, however, in terms of achieving scale and 2017 saw the loss before tax widen slightly to £3.95mln from £3.66mln in 2016.

The group's performance was hit by a reduction in activity towards the end of 2017 at its MMT, agenda 21 and Freemavens units and some deferral of existing and new contracts to 2018.

These developments occurred very late in the year, leaving the group little or no time to adjust costs, which meant lower revenue resulted in lower margins. In addition, MMT suffered cost overruns on a substantial contract.

On the bright side, the group's Kameleon content marketing agency, returned to profitability in the final quarter after a difficult first half.

The improved performance came under a new leadership team led by Richard Armstrong, who co-founded Kameleon in 2008.

Management has a decent pedigree

The group was set up by Scott, who started his working life with Ogilvy and Mather and co-founded WCRS, which to quote his biography ‘morphed’ into Aegis under his tenure as boss.

The business was eventually sold to Japanese rival Dentsu for £3.2bn. After that, he created Engine Group, which was sold to private equity for £100mln in 2014.

The company, which made its début on Aim in November 2015 following a reverse into Mithril Capital, is currently valued at around £20mln.

The short-to-medium term plan is to turn it into a £100mln turnover business focused on digital marketing – be that user experience (UX), driving traffic to sites, content or data analytics.

Scott and the team have spotted a gap in the marketplace, according to Paul Richards, an investment analyst at Numis Securities.

“While the global holding groups continue to add revenue and capability through acquisition, they are often perceived as less able to innovate and adapt as quickly as the smaller, digital specialist,” he said in a research note.

However, the smaller digital specialists lack the access to capital, talent and experience to scale and win larger clients. Be Heard plans to build a mid-sized network that combines scale, expertise and agility.

turn around must be near.
come on jay..

can not unstand why people sell at this price

good rns me think
im in too

The first half of 2018 saw strong overall growth in revenues, with the top-line up 15% on a pro-forma basis but the increased costs associated with winning new business means the gains will not fall through to the bottom line, and this will also be the case in the second half of the year.

The board said it now expects adjusted underlying earnings (EBITDA) for 2018 will be in the range of £3.0mln to £3.3mln on revenue of around £29mln.

“The board remains confident that Be Heard is well positioned to take full advantage of the demand for integrated, end-to-end marketing services,” the group said.

see some big buy come in

aim .. funny old game

15%
good buy in me think

"Shandong Ruyi is a global leader in our sector and their decision to become our partner and majority shareholder fundamentally changes the future prospects of Bagir. We are delighted to confirm the completion date and announce Shandong Ruyi's further financial commitment to the transaction."