Aegis Group Share Discussion Threads

[babyal] 02/9/2009 10:58

01-Sep-09 Aegis Group
AGS UBS Buy 102.70p 110.00p 120.00p Reiteration
01-Sep-09 Aegis Group
AGS Citigroup Buy 102.70p - - Reiteration
01-Sep-09 Aegis Group
AGS Deutsche Buy 102.70p 105.00p 120.00p Reiteration
01-Sep-09 Aegis Group
AGS Goldman Sachs Buy 102.70p 122.00p 127.00p Reiteration

From Digital look broker views.

[sharw] 20/3/2009 14:58

Yes - good results but the mood of the market at the moment is to decimate the price of a company with bad results and leave that of a company with good results where it is.

I thought the webcast was good and the new chairman/acting CE was more candid than average. Although the Q&A session was long it was worth listening to. It is still available on:



Meanwhile Tempus in the Times comments:

[salver2] 19/3/2009 08:21

fabulous results -far too cheap for co of this quality

[salver2] 12/1/2009 18:49

there are rumours of a 90 p a share bid by bollore -this co is worth far more than this-hes got to be kidding

[sharw] 04/1/2009 21:16

An interesting article in today's Sunday Times:

[nigel_man] 28/11/2008 15:25

It times of recession advertising is always the first to go, I can't see these being bought out in the present climate. Just a dead cat bounce.

[qs9] 28/11/2008 07:13

Market moves today will be fascinating, bid premium may be required iMO...read the TImes article...

[qs9] 27/11/2008 20:06

Very interesting today, CEO goes, reiterrance of guidance and share price rockets....does this make them vulnerable? hopefully tomorrow will continue the rise!

[grimraider] 07/11/2008 20:16

With TNS going to WPP, synovate arm is less atractive, expect to be squeezed in the next cycle

[j tuwatmoya] 28/10/2008 08:41

shocking here. whats bollores financials like?

[qs9] 13/10/2008 19:00

Interesting bounce today: IMO at sub £1 this looks very good medium term value given its positioning/brand strength etc....anyone agree?

[smartypants] 29/8/2008 14:04

your on your own salver2
made my beer money and I'm off.....good luck.

[salver2] 29/8/2008 09:50

patience is required in all these things -the pe ratios of all the stocks in the sector have contracted significantly -trust me there are plenty of companies that would want aegis-also its synovate operation is particularly attractive

[salver2] 29/8/2008 08:40

you dont think omnicom -publicis or havas are not interested-tink again

[smartypants] 29/8/2008 08:29

salver2...which planet are you from ??

[salver2] 28/8/2008 16:26

still avery real takeover target circa 170 pence

[smartypants] 28/8/2008 16:22

Scandaless..!

[smartypants] 28/8/2008 12:05

Why do I never learn
Excellent results, and buy recomendation has to mean price plunge !

[salver2] 28/8/2008 08:37

excellent results

[smartypants] 28/8/2008 08:35

If only the sales figures had been up
If only the profits had been up
If only the out look had been better
Then perhaps the price would be going up this morning ????????????

[m.t.glass] 20/6/2008 14:05

same report as sharw's post - except with a photo of Monsieur Bollore

[m.t.glass] 20/6/2008 13:58

Aegis chief warns ad industry of storms ahead
Mark Sweney, The Guardian, 20 June 2008



Robert Lerwill, chief executive of UK media buying group Aegis, believes one of the biggest issues facing the advertising industry is that the "blurring" of the media landscape, typified by Google expanding into TV ad space, could lead to agencies losing control of client budgets.

Lerwill, speaking to MediaGuardian.co.uk at the Cannes International Advertising Festival today, said that moves by Google to expand its successful advertising auction model into TV, for example, proves that agencies are in "co-opetition" with the technology giant on more traditional media turf.

Aegis subsidiary Aegis Media, which owns media agencies including Carat and digital network Isobar, primarily relies on making money from margins charged to clients for buying advertising space for cross media ad campaigns.

"Google, which is a media, is wanting to know more about consumers. Google doesn't have data on media such as TV and press, but it would like to get its hands on it, because it already knows how to interpret the internet," Lerwill added.

Aegis Media has developed its multi-media planning and buying for clients with more than 25% of its revenue now coming from digital.

The company has also built up its technical capability, as have most of the major media buying groups, through acquisitions such as Marvellous Mobile, iProspect in internet search and ad serving outfit Bluestreak.

"There is a blurring [of the media landscape] going on that is not exactly a threat but something [agencies] need to understand on behalf of clients," said Lerwill.

"They look to us for advice. Google would like to deal directly with clients but it has an independence issue as they would say 'spend with me'."

Lerwill added that Aegis Media had not as yet seen an impact from the widely expected advertising downturn but that there were storm clouds on the horizon.

"We are not at all complacent that the world has economic challenges but what I look at is our clients in countries where we are, I don't worry about projected GDP in the US," he said. "Having said that there are some sectors and categories people are nervous about."

One sector he highlighted as a possible worry was automotive because advertising spend is determined by car sales.

A reduction in new car registrations in Europe "doesn't bode well" Lerwill said. "However, a reduction in absolute spend in a category doesn't mean you will lose out," he added.