Brainjuicer Share Discussion Threads

[longshanks] 09/9/2016 19:24

Liontrust have been sucking up stock over the summer.I like their investment style and am sure they see this as a good opportunity to acquire stock ahead of the next phase in Brainjuicers growth story.Results due next Friday.

[longshanks] 15/7/2016 07:08

I think you have your answer: revenues ahead by 13% and operating profit by 41%.U.K. Operations still lagging a little but the US operations are really motoring.

[texaspete2] 13/7/2016 23:07

Let's hope then for a positive trading update shortly

[longshanks] 11/7/2016 09:05

This has been recovering nicely over the last month or six. Looks poised for a breakout for a sustained run up to £5.All those $ earnings will hedge the company nicely against Brexit shock.

[longshanks] 21/3/2016 16:12

Having been out for a while - I have been buying back a decent position over the last month or so.

I should probably update the header now that things are starting to get interesting again.

This website appears to be at the heart of the new collaborative initiative that they are launching this year:

[longshanks] 10/2/2016 14:53

350k share trade reported - just under 3%. Probably the cause of the recent drop.

[eezymunny] 08/2/2016 22:11

Had a few of these for the EEZY3 portfolio FWIW.

[longshanks] 05/2/2016 21:29

Wonder if woozle1's weasel words were wise?Looks to me like we have a large seller offloading into an illiquid market....it happens.

[topvest] 01/2/2016 20:01

Well that's a sizeable drop on no news. Anyone know why?

[woozle1] 20/11/2015 19:17

Terrible business model and v little operating leverage. It has the earnings profile of a recruitment business and doesn't deserve a premium rating. Beware of old Longo, he's been longo and wrongo. He told me that YouGov was a waste of time. In the 5 years I've been in YOU it's up 230% versus Braindead's 75%.
W

[ghaon] 11/7/2015 19:11

Good to hear. That sort of makes you the resident expert ;-)

Hopefully the acquisition, should it come, will be earnings enhancing from day 1 and there will be minimal transition costs.

During my research I recall visibility of earnings being problematic. I'm not sure just expanding its footprint and client base is the answer, but that coupled with some 'sticky' products might be.

[longshanks] 11/7/2015 18:07

I am a big fan of the company and have followed it almost from listing.They are a good, solidly run business and, if you ask around, are really well respected in the industry.They have shied away from acquisitions to date - and I have loved the handsome special dividends paid instead - but the indications are that they have a target in mind.Visibility of earnings is their biggest issue and I am sure that this is a weakness in the business model that they are keen to address.

[ghaon] 11/7/2015 15:03

Hi longshanks. I'm a recent investor in BJU (although I have followed it for a couple of years) and was struck by how few people follow it if the number of ADVFN posts is anything to go by. It seems that it is a case of building the business without much fanfare - slow and steady. Since its inception it has grown organically although I suspect the management are not averse to acquisitions if the price is right. The fact that the CEO and founder John Kearon still holds a significant number of BJU shares is also comforting.

[ghaon] 02/7/2015 13:27

Anyone following this one?

[asturius101] 18/8/2014 16:52

Brilliant, nice result

[markie7] 23/7/2014 11:20

that doesn't sound like right accounting to me. you value the options when they are issued, they don't get revalued every year.

[davidlloyd] 23/7/2014 11:00

The price of success it would seem.

DL

[sinkersimon] 13/5/2014 10:22

From the AGM statement:-

"Investment in support of anticipated continued long-term growth, and in particular the expansion of our client account management teams, is expected to give rise to a somewhat higher rate of cost growth from the second quarter of the year onwards.

The sharp rise in the BrainJuicer share price during 2013 and early 2014 will likely lead to a much higher share based payment charge in 2014 than would otherwise have been the case. We anticipate a total charge of around GBP1m for share based payments and related National Insurance payments. The comparable charge for 2013 was GBP0.3m."

A 20% drop in share price immediately followed the above.

[philo124] 13/5/2014 07:28

What happened?

[swizz] 21/3/2014 07:44

Along with a positive start to 2014, long may it continue.....GL S

[philo124] 21/3/2014 07:20

Results and Divi.

[wylecoyote] 14/2/2014 11:31

Phil,

so sorry, you live and learn... I have done the same loads of times before.. quit too quickly. Pleased to say I am still a holder(I am not gloating mind, it could just as suddenly drop).