Aegis Group Share Discussion Threads

[nigel_man] 07/8/2007 14:18

No I don't think so, Goldmans have recently started to cover the sector again with an 800p buy receommendation on WPP just gone out. (WPP fell likewise today to 708p) so could see a short-term recovery.


"WPP - Goldman Sachs has restarted coverage of the advertising and marketing conglomerate with a buy recommendation and 800p a share price target."

[le mass du pap] 07/8/2007 13:41

May as well resign ourselves to the fact it's going back to 120p, in other words they have achieved nothing in 2 years!

[le mass du pap] 07/8/2007 13:26

FFS!!! Long past the point of giving up on this now. Blue everywhere except here with this cess pit. It's the worst share I've ever been stupid enough to buy.

[le mass du pap] 07/8/2007 10:44

Well it ain't flying. A damp and miserable 1.2% up. How pathetic. If it can't bounce under these conditions then it's just a wet dog. Notice some large trades today, not sure whether they are buys or sells but assuming sells due to the sp's sad effort.

[le mass du pap] 06/8/2007 20:58

DOW's gone mental so we should be off to a flyer tomorrow. If not then I give up!

[le mass du pap] 06/8/2007 20:36

Seen lots of auction prices on the offer but nothing usually comes of it. At present it depends on the state of the market so you are probably right about a possible 130p test tomorrow if the Dow can hold up... during benign periods like this it just follows the major indices anyway. Trouble is that at these ludicrous levels every man and his dog will want to trade it for a few points knowing the inevitable rise to the mid thirties/early forties prior to results is a given. So progress may not be as steep as it could be as the punters bail out along the way. That said, a nice 5% rise would get us back on track.
Hopefully a decent set of results may knock some sense into a few people and give respect to the high P/E, which in terms of the sector is nothing extreme by any measure. My mind is now on those results and the forward statement and a possible bid by Bollore's crowd.... as well placed aquisitions, huge contracts and a successful business don't seem to be enough to bring in the investors.

[le mass du pap] 06/8/2007 16:36

Can't even keep up with it's peers, by a long shot. Massively underperforming the sector. What a crock!


free stock charts from www.advfn.com

[le mass du pap] 06/8/2007 15:16

They may have bottomed out but the problem is that they keep revisiting the bottom. I thought they had bottomed at 131p which was the previous support but they kept going. next support is a biggie at 120p. I hope that Bollore does buy them out and quick. It is a sick share, unjustifiably, as there is nothing wrong with the company..

[nigel_man] 05/8/2007 16:19

Good upward volume on friday in a weak market, I think these have now bottomed out, the prospect of a bid from 29% holder Vicent Bollore before the Aegis results on september 6th now seems very real, Havas will want to expand on the recent upturn in UK sales at Euro RSCG.
------------------------------------

Havas continues turnaround under Bolloré

By Carlos Grande in London
Published: 26/7/2007 | Last Updated: 26/7/2007 22:15 London Time

The two dominant French marketing groups experienced mixed fortunes as Havas recorded its highest organic revenue growth in six years but Publicis saw a slowdown.

Havas continued its turnround under Vincent Bolloré, its chairman who also heads the largest shareholder in the group.

After the Paris market closed, it reported a 4.4 per cent rise in organic revenues for the first six months of 2007. During the second quarter, Havas grew by 5.4 per cent, its fastest rate since 2001. At constant currencies, total revenue rose a modest 1.3 per cent to €729m ($1bn).

In both the US and UK, Havas returned to growth thanks to wins by Euro RSCG, the group's advertising agency.....

[le mass du pap] 31/7/2007 16:47

Am I missing the point here? Is there something else contributing to this utterly woeful pile of toss? The recent fall, taking into account the general market drop, is akin to a profit warning. Compared to it's peers and the overall sector it is way down. Around 17% down in a couple of months, despite some really good broker and press reports and a fat new contract with Johnson and Johnson. Is it simply a dog?

[le mass du pap] 31/7/2007 10:11

I agree that may be the case, although I don't know why. The guy has 29% and asks for an egm every few months for a couple of seats on the board but is knocked back, so what?!

[irenekent] 31/7/2007 05:47

Until Bollore is out of the way this will do nothing. Remember he is losing money too!

[le mass du pap] 30/7/2007 17:12

More news here if anyone's interested

[le mass du pap] 30/7/2007 17:08

Did sweet fa for the share price......

Aegis Media appointed by Johnson & Johnson in Europe, Middle East, Africa

07/30/07 London, UK. Aegis Media announces that it has been selected by Johnson & Johnson as its media agency for Europe, the Middle East and Africa. The appointment follows a four month global media agency review.

The scope of Aegis Media's appointment covers communications planning, media planning and buying, both offline and online, in all Johnson & Johnson's markets in the region, with gross billings of $430m. The appointment will become effective from 2008. Johnson & Johnson's portfolio of brands is made up of world-class household names, including [Acuvue, Band Aid, Clean & Clear, Listerine, and Neutrogena].

Jerry Buhlmann, ceo, Aegis Media EMEA, said:"Johnson & Johnson is one of the world's great consumer brands companies, and we are extremely proud to be working with them across the whole region. Throughout the pitch process we found the cultural fit between our organisations extremely strong. We were also helped by the investment we've put into our network over the past five years - into our resources, our capability and our people right across media, digital, communications planning and insight. Altogether, that put us in a strong position to become Johnson & Johnson's partner. Now we are looking forward to building on those qualities in our work together."

For further information contact:

Charlotte Elston
Aegis Group plc
[phone]

[le mass du pap] 16/7/2007 11:36

Takeover speculation filtered through to the FTSE 250 stocks with media company Aegis and property group Quintain Estates both being cast into the limelight.

Hopes that Aegis is a potential target were stoked by UBS, which repeated its buy rating and 170p price target on the stock, saying the recent share price weakness offers a good buying opportunity and it could be worth as much as 235p in a bid situation.

It noted the shares have underperformed the media sector by around 12pc this year and the catalyst on the upside could be the sale of Group Bollore's 29pc stake in the company "which we think could happen sooner than the market expects".

The investment bank said Aegis is attractive to trade buyers, who could afford to pay up to 200p a share. "We think the other major ad agencies - WPP, Publicis and Havas - would be very interested in acquiring Aegis. While 200p represents a near-50pc premium to the current share price, we think management may be tempted by recent digital transactions to push for a higher sale price, especially as they are aware of the strategic importance of Aegis to both WPP and Publicis."

Aegis rose 5½ to 141½p

[le mass du pap] 16/7/2007 11:15

Marketing success

Marketing group Aegis rose 5.5p to 141.5p on news that it had won the European media buying account for US consumer group Johnson & Johnson. UBS issued a positive note on the business, saying: "We think the other major ad agencies - WPP, Publicis and Havas - would be very interested in acquiring Aegis. We estimate WPP and Publicis could afford to pay up to 200p, with even Havas affording this figure if it can tie up with a partner such as WPP. While 200p represents a near 50% premium to the current share price, we think management may be tempted by recent digital transactions to push for a higher sale price, especially as they are aware of the strategic importance of Aegis to both WPP and Publicis. A sum of the parts valuation for Aegis could be high as 235p or more."

[le mass du pap] 13/7/2007 11:30

Aegis Group 141-1/4 up 5-1/4

Wins 440 mln usd Johnson & Johnson contract; UBS reiterates 'buy' & 170p tgt

[le mass du pap] 09/7/2007 16:42

ABN Amro upgrade to buy from hold