Centaur Media Share Discussion Threads

[sspurt] 11/4/2024 11:03

Agreed redwing - this business generates good cashflows and is valued well below the B2B media peer group despite the transformation process undertaken in recent years. I would be disappointed with anything less than 65p and think a price of 75p is easily attainable should other buyers emerge.

[redwing1] 10/4/2024 19:45

Why? Valuable media assets can attract high multiples (and certainly The Lawyer fits the bill). 15x earnings and 3x turnover might be feasible.

[waterloo01] 10/4/2024 15:33

Would have to be very keen to pay more than 10 times profits, and 2 times turnover, which is actually a little lower than todays market cap.

[redwing1] 10/4/2024 15:23

No, 50p won't be the price if it happens. The announcement talks of a 'highly preliminary expression of interest' and therefore the market will be discounting the chance of no deal materialising. My guess would be c60p or a little higher if it happens. Let's hope it does!

[sspurt] 10/4/2024 14:39

If this is going to get taken out I can't believe the likes of Aberforth and Harwood will accept 50p. Be interesting to see what their CMD brings on 23 Apr, particularly their capital allocation thoughts - if it still goes ahead of course.

[sspurt] 10/4/2024 13:19

Hope you have still got yours BB

[ggrantsu] 19/12/2023 10:58

bought in here yesterday...some good value on offer here. a week too late for some quite tasty gains it seems but FV for this looks well far above where we are today...

[qs99] 19/12/2023 10:29

Still v. quiet here, but making some nice moves and glad I bought a load last week! DYOR

[battlebus2] 02/11/2023 14:31

Good to see a tick higher.

[battlebus2] 11/5/2023 15:15

Took a few more today.

[battlebus2] 17/3/2023 16:28

Two million shares traded at 52p and likely matched by the sale at 50p. Hopefully we can move up from here.

[battlebus2] 15/3/2023 07:56

And ever so happy with those interims and another 2p special dividend 👍

[battlebus2] 19/1/2023 12:41

Very happy with the 3p special dividend. Excellent FCF +12% means likely more payouts 👍

[battlebus2] 09/1/2023 18:47

We’ve seen a 20% rise in a week with mostly buying. Hopefully positive news to come.

[fastbuck] 01/12/2022 16:57

High volume trade today, we may see some movement in the share price soon. Today I was able to top up, I was having trouble earlier this week (mine was the smaller trade).

[brummy_git] 28/6/2022 14:13

Christopher Mills of Harwood Capital talks about Centaur media here (starts 60:55)

www.linkedin.com/posts/paul-hill-a5994116_vox-markets-fund-manager-interview-with-christopher-activity-6947490289783603200-5DnF?utm_source=linkedin_share&utm_medium=member_desktop_web

hxxps://www.voxmarkets.co.uk/articles/vox-markets-fund-manager-interview-with-christopher-mills-3caf5ae

[alloa2003] 06/4/2022 07:13

Some decent sized chunks of stock changing hands last few weeks.

[alloa2003] 17/3/2022 08:41

Looks like a large share cross has gone through:-

891,146 48p

Is the large shareholder mopping up shares?

[alloa2003] 16/3/2022 09:25

Excellent set of figures

[battlebus2] 15/3/2022 21:38

Maybe a surprise bid. 🤷‍a94;️🤞

[alloa2003] 15/3/2022 18:36

Results tomorrow, we already know they are going to beat expectations but still no interest in the shares. They also have a huge pot of money!

[alloa2003] 21/2/2022 22:15

Someone seems to be mopping up decent chunks of CENTAUR MEDIA shares as we approach the results next month.

On website: 16 March 2022 Preliminary Results

We know they are trading ahead of forecasts after the recent update. How far ahead? We will soon know.

[alloa2003] 26/1/2022 21:09

Big trade announced after the market closed - 250k at 50p. In the current market conditions that can only have been a purchase?

[alloa2003] 25/1/2022 21:22

Sold down for no apparent reason - the markets are a strange beast. Expecting another run ahead of the results in March.