Centaur Media Share Discussion Threads

[battlebus2] 01/3/2016 21:00

Article on events cos in tonight's investors chronicles.

THE BROKER'S VIEW
Centaur has undergone a period of significant change, and ongoing investments promise to drive innovation and strengthen its long-term growth potential. It continues to capitalise on its powerful brands and we commend its focus on paid content, digital revenues and events. That should reduce its reliance on unpredictable advertising revenues and improve earnings quality and visibility. Although a tough recruitment advertising market and weakness in smaller events are a concern, recent underlying revenue and margin growth is more important. We think the current valuation reflects short-term caution rather than its strong growth potential. We forecast aggregate EPS growth of 30 per cent over three years - which could be supplemented by bolt-on acquisitions - and [at 58.6p] there's an attractive forward yield of 5.3 per cent this financial year.
Informa is gaining momentum and showing progress across its divisions. It appears the company is now being managed in a much more consistent manner; organic growth prospects are improving and its growth investment programme is running ahead of the original plan. Moreover, there's a growing sense that the problematic knowledge and business intelligence divisions could develop into positive contributors. Given the prospect of accelerating turnover, benefits of self-help and solid cash generation, we regard the current valuation as undemanding.
UBM's strategic focus on events should improve revenue visibility, profitability and cash flow, enhance its growth prospects and offer tangible barriers to entry. We also like its geographical balance and its exposure to emerging markets. That should underpin long-term growth and provide opportunities to geoclone successful events and make acquisitions. We welcome the disposal of PR Newswire: although we expect it to reduce EPS this financial year, we forecast a strong bounce back in the next financial year. But after a good run, the stock looks fairly valued.
We have buy ratings on Informa and Centaur Media and a hold rating on UBM.
Roddy Davidson is media analyst at Shore Capital

[battlebus2] 18/2/2016 08:26

Bit of a recovery in the share price this morning.....

[battlebus2] 17/2/2016 16:33

Yield close to 7% now.......

[battlebus2] 15/2/2016 13:52

Price action here has been woeful even more so given the brokers reiteration of target etc which are all miles away from the current 59p........

[janekane] 15/12/2015 09:05

Just added a few more am very confident with this one I've held these for over 5 years and the income is fantastic
Have a nice day

[janekane] 30/11/2015 05:26

This is a great growth prospect and a 6% divi

[battlebus2] 26/11/2015 20:28

I see Aberforth have increased their holding by two million to 14.26%.

[battlebus2] 25/11/2015 08:50

I've been buying a few of these recently, looks very cheap on a p/e of 9'ish. While they have had some weakness especially in recruitment i believe they are positioned for growth in 2016. Nice to see Peel Hunt upgrade yesterday to add. Initial target price is 80p. DYOR etc....

[janekane] 09/10/2015 07:41

Harveydee are u still holding tesco I got out on the high but the holders have had a terrible time there

[janekane] 08/10/2015 20:29

ex 10/09/2015
record 11/09/2015
payday 09/10/2015
and you asked about why the share price drops at the divi dates well its usualy that the market knocks of the amount of the divi costs so expect a 1.5p drop tomorrow

[harveydee] 08/10/2015 20:17

when do you need to be holding the shares to get the divi ?

[janekane] 08/10/2015 13:14

pay day tomorrow that will buy me a nice holliday

[janekane] 30/7/2015 07:28

Wonderful results great divi

[harveydee] 06/5/2015 14:07

And why don't they answer the phone when you ring (several times) ?? An LSE-listed company that doesn't answer the phone ?!?

[harveydee] 06/5/2015 14:04

Why is share price plunging today, the day before interim dividend ?!

[lancasterbomber] 23/4/2015 15:05

Been in since 64.75

[cestnous] 23/4/2015 13:09

Breaking out to 7 year high; am I the only one still in this?


free stock charts from uk.advfn.com

[cestnous] 10/4/2015 16:15

Excellent buy tip (1 page article) in "Shares" today. Download is screwed so can't copy unfortunately.

[cestnous] 20/3/2015 08:11

I>C> today;

Centaur recovery in full swing
“It’s quite difficult to remember how this business worked 12 months ago,” said Centaur Media (CAU) chief executive Andria Vidler, reflecting on the turnaround under her stewardship. Since then, the company has relaunched a number of its flagship publications, including Marketing Week and Design Week, and consolidated a sprawling group of 50 businesses and titles working independently from one another.
Signs of improvement were most clearly demonstrated in the marketing division, where growth in paid-for content and live events helped lift adjusted operating profits by 63 per cent to £3.9m. Sharper focus on these two higher-earning revenue streams, and a lower reliance on print advertising, edged up the company-wide operating profit margin from 13 per cent to 14 per cent. In fact, paid-for content and live events comprised two-thirds of turnover in the 18 months to 31 December, and finance director Mark Kerswell thinks this improved product mix could push the operating profit margin to 20 per cent by 2018.
Broker Numis forecasts pre-tax profit of £10.1m for 2015, rising to £11.5m next year, giving earnings per share of 5.4p and 6p.
Centaur’s shares are up on our buy tip (57p, 13 November 2014), but with much of the restructuring out of the way and a strong portfolio of refreshed brands, operational gearing should kick in and bring down the forward PE ratio from 12. AN
Buy

[jeffcranbounre] 20/1/2015 18:11

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Rio Tinto #RIO
IG Group #IGG
Unilever #ULVR
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Centaur Media #CAU
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[janekane] 11/12/2014 08:57

CR take a look at the results over the last 3years at MACF
It looks extreamly undervalued yealds 4.75 % divi

[cockneyrebel] 09/12/2014 13:05

Making new recent highs today on a weak market day - bullish imo.

CR

[janekane] 08/12/2014 13:23

It will pick up as CRs followers catch on to another of his gems

[scottishfield] 08/12/2014 10:57

looking good now imo. little more volune would be good.