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Brainjuicer Share Discussion Threads
Showing 401 to 424 of 425 messages
|Next week we should see a bounce back|
|I don't know of any share that always goes up. Nature of the market to have volatility i am afraid.The trend, though, is generally your friend. And BrainJuicers looks very friendly IMO|
|I am never happy when my share price goes down when I predicted a
rise from the candle chart.
It may come back again in 3 mths time but its sad that we have to
wait for a turn around.
We need positive shares with a steady rise in the share price
Management should bear that in mind and be careful on news that
may affect a fall in the share price|
|Indeed!! Faster than expected: liquidity is clearly still a huge issue.Nice to be able to buy at a more reasonable level but I will let it settle first.|
|Longshanks. Here is your opportunity.|
|I think they know what they are doing.As rebrands go - this is relatively small scale. From what I can tell they are in the main simply adding the term "System 1" to existing methodologies and building up the tools/services which are working well whilst dropping those that are low-margin and lumpy.They started this last year so the current trading would indicate it has been a successful transition.For me it is interesting to note that they closed the Indian office and transferred efforts to Australia. They used to have a licensee in Oz but there has been no presence there for a while. They did the MR for a high profile wine producer with an ad in the US Super Bowl: I think their type of work could do well in that part of the world.The "System 1 Agency" appears to have had a slow start and might need a year or two to gain traction. Initial one-off costs account for most of the "overhead" of £0.3m for this subsidiary. It made gross profit of £0.1m indicating a first six-month turnover of £0.4m. Overall I am more than happy to hold as I think the update in June will again provide guidance that they are outperforming market expectations.I am a buyer if this drops much below £6.75.|
|All looks very positive. The one concern I do have is the mention of re-branding - EEEEK - in my (limited, no doubt) experience, when a successful company embarks on a re-branding exercise it suggests management are beginning to lose focus, and rarely does it signify anything other than a detrimental re prioritisation of what is important. IMO dont try to fix what aint broke..There you go, my controversial thoughts out there for discussion......
|An interesting new board appointment today in Alex Hunt. A fresh faced 35 year old; seasoned market research professional who has headed up the US business for a number of years overseeing a transformational change.Also worth noting how involved BJU were in tracking the effectiveness of advertising (in real time) during Sunday's Super Bowl.They have a big fan in Coca-cola in their processes going by this report:hTTps://www.warc.com/LatestNews/News/EmailNews.news?ID=38163&Origin=WARCNewsEmail&CID=N38163&PUB=Warc_News&utm_source=WarcNews&utm_medium=email&utm_campaign=WarcNews20170207|
|Yay - I am now in the "red" group of top performers (at position 78) on the UK Stock Challenge for 2017.
EDIT: 26.01.2017 - now up to #61|
|I have a few favourite plays crazycoop although I am going to hold it in cash for the time being (my favourite asset class)I do follow stockopedia and rate their commentary.Graham Neary is a faithful follower of BJU but (as far as I know) has never bought in. The 3-year and 1-year comparison trends with NFC/YOU in the header is quite a good means of seeing current performance. Over 3 years BJU still has some way to catch up. It is though certainly outperforming the two larger companies since announcing a return to double-digit growth in December. Cannacord have given a tp of £7.20 which I feel is a little low and I can imagine some funds wanting to buy in at up to £8.The company is close to a £100m market cap. That may well result in added attention and with it better liquidity.|
|I trust you have a good place to invest your profits longshanks ?Despite my protestations to the contrary last week, I topped up on Monday. I don't know whether you use Stockopedia but the quality and momentum ranks are both currently 97, although the value rank is low (16), bringing the overall stock rank down to 84. This rise is sustainable as long as the company keeps hitting/exceeding forecasts - IMHO DYOR etc.|
|The problem is that the charts look so good.
Maybe time to buy,not sell
I dearly wish I new
Get ready for £8
The candle chart is all leaps and bounds|
|Canaccord have raised their target to £7.20.hTTps://www.sharesmagazine.co.uk/news/shares/brainjuicer-smashes-forecasts|
|Nothing wrong with taking profits especially if it is to fund a hedonistic lifestyle.You still have your gym empire to fall back on DL so don't feel too envious.|
|Kicking myself for realising a good profit back in October..... sometimes a sensible head means you miss out big time by getting out too early.
However - a profit is a profit. Well done to those still holding. Green with envy 😀
|So you aren't that crazy, crazycoops.
I have a more dynamic portfolio - and focus on 10 to 15 stocks at a time.
I am not too worried about liquidity here - as it seems that I can simply write to Cannacord if I ever want to offload. My view is that they will be engaging in buying back £2-3m worth of shares each year now making shorting and liquidity less of an issue. But yes that does require the wheels to stay on the bus, and if they come off - that would be a problem.
Like I say in the header though. It is difficult to hold oneself back from getting emotionally involved with this company and their vision. I want to be a part of it too!|
|It's my 6th largest holding (out of 40 holdings), so I'll stick with what I have for now. The illiquidity is a concern for me and prevents me adding more, just in case I need to exit in a hurry.|
|I bought throughout 2016 and have a good average price.
Another 1750 today for me. Buying at what could be a "crazy" price has brought my average up a good few pence - but then again I really like what they are doing and - looking at NFC's three year growth - I think a two to three year target of £10-12/share is achievable.
It will be interesting to find out who has bought the 12,390 shares this morning. Could be the company itself - it still hasn't completed spending the £2.3m made available.|
|Whilst I agree it is a a pie in the sky idea, if you think about it, Google is more advertising agency than social network - so not too wild an idea.
It would be a good fit merging "Feel more, buy more" with "Don't be evil".
I can't see the BrainJuicer team and culture happily merging with WPP or Kantar when a lot of what these larger agencies still plug is anathema to them.|
|I would have thought a larger US agency more likely but if any of the social media players get involved, that could get interesting. For now, happy to hold BJU as long as they continue this great performance.|
|I wouldn't be surprised by someone like Google taking stock of BJU. That could be a very rich payday.|
|That gap up certainly discourages people buying. But we know BJU is highly illiquid, I just hope that when the time comes, I'm not trying to exit on a profit warning. Best outcome for me with BJU is a takeover.|
|Agreed, excellent update.|
|I really don't like it when MMS "gap-up".|