Aegis Group Share Discussion Threads

[le mass du pap] 25/9/2007 15:49

Hi Grimraider. Interesting point ;-)

They've taken a hammering over the last few months regardless of the 100% bullish broker reports and press comment. The recent results also showed they are outperforming the sector. They are undervalued when compared to their peers, but unfortunately they have been beaten up alongside them. I think the whole sector has been shorted within an inch of it's life, taking advantage of the market nervousness and it being out of favour. The share price has tracked the likes of WPP almost embarassingly. Todays trades may be a repurchase by one of the culprits as we are now near an important support level. £1 is the next stop. If you were looking at taking a punt then I am expecting them to turn fairly soon. Maybe after Friday when the dividend is paid. But the sector will have to turn too, as it's been the albatross. A bid is always a possibility but is usually chucked about as a theory when desparation sets in(by me I know!). Interestingly Bollore(another albatross) hasn't called his EGM which he had pencilled in for September. This follows a meeting between him and the CEO. Make of that what you like, but now the big trades.
One thing is certain, it has been unfairly hammered but there is a lot of it about at the moment. With the Olympics/Euro 2008 etc next year the sector will come back into fashion fairly soon and when it does this will fly. When a drop is overdone the rebound can sometimes follow suit, and in Aegis's case it would be no more than I expect.

[grimraider] 25/9/2007 13:57

Hi Le Mass Du Pap

Dont know too much about this one, but quizzed a friend who is in the Pharma business and they said that this lot have a VG Market Research arm so maybe will give better performance when Pharma settles

Havent bought, but certainly looking at it as appear undervalued

[le mass du pap] 25/9/2007 10:16

Well, well, well! Some massive trades today, look like buys but they may be the over hang, who knows?
However, Bollore said that he would call an EGM in September, but he hasn't. I would say it is conspicuous by it's absence!!

[le mass du pap] 24/9/2007 15:28

Surprise, surprise.

[le mass du pap] 24/9/2007 15:24

There we go WPP/AGS both 1.3% down. It was only a matter of time before they evened it up. FFS!
Watch AGS go down now and WPP up.

[le mass du pap] 24/9/2007 14:43

There just seems to be so many more buys than sells for the second day in a row. Possibly short covering or genuine interest at this silly price. But there must be a large sell order causing an overhang. Once that is cleared out it will bounce. Whether that is before support at 114p is anyones guess. Either that or it is just tracking WPP as usual. A lot of funds are cashing in at the moment to pay off clients, so it could be that or Bollore has had enough.
Either way it can't go on much longer.

[le mass du pap] 21/9/2007 19:49

At last....so someone else does read this board, sort of.

Feel free Grimraider. With the recent share price performance I'm expecting the Grimreaper to show up soon too.

Unfortunately the lack of interest from anyone else and the appeal of Aegis to someone called 'Grimraider' tells it's own sorry tale ;-(

[grimraider] 21/9/2007 19:28

Hey Le Mass Du Pap - is this a private rant or can anyone join in?

[le mass du pap] 21/9/2007 17:05

Another dismal day for AGS. It's paying no attention to the wider market and seems to be rotting away. Worryingly, WPP has gone lower than it's last low so no doubt AGS will too. If that happens there is every chance it will go to 113p. Following that it's £1. A double bottom is the only hope from a chart point of view.

[le mass du pap] 21/9/2007 11:24

I think that's pretty much every broker now saying this should be up above 140p at least. The press have been plugging it as well. What will it take?

[le mass du pap] 21/9/2007 11:17

from Investor Ease


20.09.07 :-1, (120.5) Bear Stearns has upgraded Aegis Group PLC to 'outperform' from 'peer perform' on valuation grounds. In a note published today, the broker said it believes the stock's valuation has reached a 'compelling' level, as it set a 160 pence price target, implying 32% potential upside from current levels. The broker noted Aegis' business model is focused on the best growth areas in advertising and marketing services, adding that it expected Aegis' industry-leading revenue growth to continue to reflect this. Noting the company's 9.6% organic growth rate in H1, the broker said it estimates 8.8% for the full year, although it said it feels even this could prove to be low. Looking to the future, Bear Stearns said it expects earnings to improve in the second half of 2007 after a first half marked by investments and timing of market research, adding that it believes Aegis will continue to invest in its business to drive sustainable growth. The broker said although it does not expect Vincent Bollore -- who owns a 29% stake in Aegis -- to launch a bid for the company any time soon, his stake is likely providing a floor for the stock but has also created a ceiling. Bear Stearns said it believes a buyout of Aegis is likely at some point, either by Bollore or someone else. Valuing the stock at 162 pence on a sum-of-the-parts basis, the broker added that risks include further mergers and acquisition market weakness -- deflating hopes of an Aegis acquisition -- macro slowdown concerns and possible flattish margins as Aegis continues to invest.
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[le mass du pap] 20/9/2007 15:32

I make that 50% more buys than sells today, like many days, but it's down. Will it one day fly back up?

[le mass du pap] 20/9/2007 13:25

Does anyone still hold these? I feel like I am flogging, quite literally, a dead horse. In fact I would rather have put my money on a dead horse at Aintree. More chance of a return on it.....

[le mass du pap] 20/9/2007 11:02

Down it goes, like night follows day.

[le mass du pap] 19/9/2007 17:12

Still got a lot of catching up to do...........


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[le mass du pap] 19/9/2007 17:00

What a tease..........




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[le mass du pap] 19/9/2007 16:26

For a moment there I thought someone else may have a view on Aegis, but alas no.

edit: that was a response to a post that seems to have been removed.

[le mass du pap] 19/9/2007 16:24

Very clever. Sector right on the line now! Who says it isn't manipulated...lol. AGS having a decent close after all. See what the UT trade brings......