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BJU Brainjuicer

787.50
0.00 (0.00%)
03 May 2024 - Closed
Delayed by 15 minutes
Brainjuicer Investors - BJU

Brainjuicer Investors - BJU

Share Name Share Symbol Market Stock Type
Brainjuicer BJU London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 787.50 01:00:00
Open Price Low Price High Price Close Price Previous Close
787.50 787.50
more quote information »

Top Investor Posts

Top Posts
Posted at 27/2/2017 17:13 by longshanks
With regard to the rebranding, I would recommend watching the video in the link I posted over the weekend.

I think the company know what they are doing. Having grown from a £15m outfit to a near £100m outfit, they want to reenergise the business for the next phase of growth that could well take them into the FTSE 250.

They have taken soundings from their largest investors who seem wholly supportive and whilst the process is not without its risks - their core client base is small and easy to manage so should be easy to align.

Overall I am excited about this next phase and the rebranding. If they can generate 30% CAGR each year for the next four years then this will become a very different company.

I also love the fact that they are doing the rebrand on April fool's day!

----

Regarding your purchase price: I would forget about it. You certainly haven't bought the shares cheap, but they are fair value. Better to have bought at £7.25 than >£8 as some have.

The company is throwing off cash, and without any acquisition targets in sight will be returning a lot of that cash to shareholders. If they achieve their growth targets organically, that rate of cash return is only going to accelerate.

You should look at holding shares over the long term and something like BJU/SYS1 with low liquidity and a trading spread of approx. 30p really discourages any short term trading activity.
Posted at 27/2/2017 13:10 by trigger16
Yup and on the weekend the prices don't go up or down. Some investors are sad because they like to watch the prices move but others are happy because they have other things to do.
Posted at 11/7/2015 15:03 by ghaon
Hi longshanks. I'm a recent investor in BJU (although I have followed it for a couple of years) and was struck by how few people follow it if the number of ADVFN posts is anything to go by. It seems that it is a case of building the business without much fanfare - slow and steady. Since its inception it has grown organically although I suspect the management are not averse to acquisitions if the price is right. The fact that the CEO and founder John Kearon still holds a significant number of BJU shares is also comforting.
Posted at 01/1/2013 10:08 by woozle1
Longo .. Quote July 2012: "where is that plonker Woozle1? Hope no one was suckered in by his random rants" .. Well here I am to remind you of that very common emotion when things are going well, hubris .. Hindsights a wonderful thing but I think the seeds for this profit warning were sown in the HY statement when the gross profit was below 5 year trend and revenue per employee (which in people businesses is probably the better indicator) was down .. Also interesting to see that margins on older products are lower which could imply the competition is arriving, hence they can't charge as much .. The key is how quickly they can move clients over to higher margin products but again the competition will be coming .. Then there's the problem of an overall slowdown in marketing spend which is hitting all types of research spend, as happened in 2007/8 .. I' m expecting a warning from YouGov shortly for this reason (where as you know I'm an investor) .. The valuation has always been my gripe and with EPS of 13, the stock still looks too expensive .. Anymore bad news in Jan or Feb and this stock will ratchet down further and then it will start to be an interesting investment .. As Buffet says, buy when other are fearful and sell when they greedy .. W
Posted at 14/4/2012 22:03 by woozle1
Very funny Longo but this is momentum investing, which always ends in tears as it difficult to know when to get off. I am in fact quite old and have seen enough new new go go stocks to know what to avoid. If BJU disappeared tomorrow, no one would notice. Anyway, it's getting cold around here as I can feel the chilly winds of competition.

Oh Longo you are such a great investor. Can worship at your altar and may be some of your great investment ideas will also make me wealthy. I bought Apple at $20. Yeah sure.

Good luck Longo and carry on talking to yourself.

W
Posted at 22/3/2012 07:10 by theophilus
Good growth continues on all fronts.

Financial Highlights

e 27% revenue growth to GBP20,713,000 (2010: GBP16,360,000)
e 27% gross profit growth to GBP16,063,000 (2010: GBP12,622,000)
e 24% growth in operating profit to GBP2,758,000 (2010: GBP2,216,000)
e 24% increase in profit before tax to GBP2,760,000 (2010:
GBP2,217,000)
e 25% growth in profit after tax to GBP1,850,000 (2010: GBP1,480,000)
e 25% growth in fully diluted earnings per share to 14.1p
(2010: 11.3p)
e 25% growth in interim and proposed final dividend to 3.0p
(2010: 2.4p)
e 33% growth in cash to GBP3,683,000 (31 December 2010: GBP2,770,000)
and no debt
e Residual Unilever Ventures stake placed with institutional
investors

Th.
Posted at 20/9/2011 17:20 by theophilus
Interesting article in Investors Chronicle
Posted at 13/9/2011 08:40 by theophilus
Headlines for Interims

26% revenue growth to GBP9,089,000 (H1 2010: GBP7,208,000)
e 24% growth in operating profit to GBP628,000 (H1 2010:
GBP505,000)
e 25% increase in profit before tax to GBP630,000 (H1 2010:
GBP506,000)
e 23% growth in fully diluted earnings per share to 3.2p
(H1 2010: 2.6p)
e 25% growth in interim dividend to 0.75p (H1 2010: 0.60p)
e 128,241 shares bought back for GBP353,000 (H1 2010: 687,000
shares for GBP1,131,000)
e GBP2,057,000 cash (31 December 2010: GBP2,770,000) and
no debt
e Residual Unilever Ventures stake placed with institutional


Full details


investors
Posted at 16/6/2011 13:04 by longshanks
I can get a firm quote for upto 250 at £2.95 with iWeb - but no more.

This share does seem remarkably well bid at the moment; I can sell my entire holding in a single transaction if I wanted!!

It is rather strange as we have had no notice of where JK's mysterious 400K shares have finally rested.

Ultimately though the reasons are quite obvious: fast growing company at the top of its game, an increasing group of institutions and private investors becoming aware of the company and wanting to invest but very few holders willing to take profits (yet).

I no longer have L2 access - but I don't think it will show too much. I am guessing we are on 1v2 at the moment - but seeing as the two on the offer aren't willing to sell any quantity it is a bit meaningless.

BrainJuicer is hosting one of its now infamous InnovationFests in Toronto today with BBDO. Good to see that Canada is becoming a target area for their marketing activities.
Posted at 28/3/2011 17:35 by longshanks
Welcome guys - I only share my best tips with serious investors...

Brainjuicer is a damn good stock to be invested in but I would advise caution at the current price because there has been some "froth" around the results and Unilever Ventures is still in the process of "recycling capital" and have about 1.6m shares left to offload. This could present some good buying opportunities in the next six to eight months though I don't expect any excessive stock overhang to develop because of the sheer class that John Kearon and co are demonstrating.

This is the one stock in my portfolio that I have never sold a single share in - and - if they carry on performing the way they have - I doubt I ever will.

Take a look at www.brainjuicer.com - check out the Investor videos and then take a look at the additional videos on Vimeo (Google "Vimeo Brainjuicer") and you should get a good flavour of the business.

Last year they had two international mandates, they appear to have garnered three more in a single year since then: Ocean Spray, HSBC and GAP. They are charmingly modest in their aspirations - talking about maintaining 40% growth until they get to be a "top 10 MR company". However, to me this business looks like a snowball rolling down the hill and growth will come much quicker.

They have a new panel platform that will significantly improve their already impressive performance. JC2 as it is called will both reduce costs of running a campaign and generate research data faster thus enabling them to WOW their customers even more. In 2009 they ran 600 projects at average cost of £20K; in 2010 they ran 750 at an average of £22K. These costs are CHEAP, very cheap - and the market is loving this together with the quality of the results generated. This year, with their new platform, they will be able to offer even faster and better insight whilst probably maintaining prices at 2010 levels.

Very few MR research companies offer the novelty and value that comes with BrainJuicer. By being value-for-money, effective and unique together with that far more important social factor, fun, they will be hard to beat or compete against.

89% of their business comes from existing customers. What will happen when the rest of the market becomes aware of what the 11 largest buyers of MR are doing and starts following suit...and, in turn, become continuous repeat customers.

I can see potential for explosive growth in this company's performance.

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