Communisis Share Discussion Threads

[salpara111] 28/7/2016 09:34

well, the market is certainly nervous ahead of results.

[hopeful holder] 27/7/2016 20:10

The dividend re investment on my account has been great over the last few years and added many shares which has been a bit of a cushion from the decrease in the share price.Some decent / solid news could / should push this back up into the 50's quite quickly.

[masurenguy] 26/7/2016 18:26

Not at all. Matching trade of 2,250,000 @35.05 reported after the close.

[njb67] 26/7/2016 13:47

Is that a fence you are sitting on Mas?

"An existing significant shareholder may have been reducing or adding to their current position"

[masurenguy] 26/7/2016 13:08

A substantial trade of 2,250,000 @35p was recorded a few minutes ago. Difficult to determine whether this was a Buy or a Sell - but if the latter it may have cleared an overhang that has been impacting the price. An existing significant shareholder may have been reducing or adding to their current position.

[sphere25] 25/7/2016 18:36

Blundell is a liability - guy belongs on the balance sheet.

It doesn't matter if the results are bad, Blundell will keep his job. Institutional muppet fund manglers will continue to support him, and those that don't will rather sell out than go through the trouble of removing him. Maybe someone will step up (as per Tosca at SDY today) and force the issue, but most institutional fund manglers are too cowardly or too daft to step in.

If you want to protect your investment and make a return, you don't defend the silly muppets causing the stock to move from top left to bottom right, you remove them.

Perhaps the 4th August will be a turning point, but considering the continued selling as well as the much discussed complete disregard for investors by not taking the opportunity at the AGM to provide a simple two line statement to investors, the market doesn't have much confidence in Blundell.

Not daft enough to have a position here, but will be paying close attention on the 4th.

[salpara111] 25/7/2016 16:57

The only thing that is certain is that next weeks update will be pivotal for the business.
If it is not good I would imagine the CEO will be polishing up his C.V.
If it is good I would imagine I will not be alone in taking a good sized chunk.

[masurenguy] 25/7/2016 15:32

Some significant volume today ahead of next weeks interims !

"I'm backing the impressive international footprint of Communisis (LSE: CMS) to help it avoid the worst that Brexit kicks up. The company currently operates in almost 30 global territories, and is expanding its presence in order to keep winning business with major blue chips -- it counts AXA, Barclays and BT Group among its clients. The marketing play has a long history of hiking the dividend, and is predicted to raise it to 2.4p per share this year, up from 2.2p in 2015 and yielding 6.6%. And next year's anticipated payout of 2.5p pushes the yield to 6.9%. Meanwhile, dividend cover of 2.6 times and 2.5 times for 2016 and 2017 respectively should satisfy even the most cautious of investors."
Royston Wild | Fool.co.uk – Tue, Jul 19, 2016

[nick rubens] 25/7/2016 12:08

Falling ahead of results while BRAM moving up ahead of it's results. I wonder who has got it right?

[dahhad] 25/7/2016 11:29

Let's hope they are not as bad as the share price graph implies!!

[masurenguy] 24/7/2016 12:41

Interim results are due on Thursday week (August 4th).

[zho] 24/7/2016 09:30

"Industry experts said a plunge in the value of gilt yields after the EU referendum had contributed to a near 19% rise in the average value of pension deficits controlled by the Pension Protection Fund (PPF), a lifeboat scheme funded by levies on industry, between February and June."

[serratia] 20/7/2016 12:34

SIV directors buying in a reasonable amount. Using ADVFN's financials which may or may not be accurate/up to date they paid 5* cash flow. CMS on 3.8* cash flow.

[joe say] 19/7/2016 09:41

I should add under the plan payments have been agreed for an EIGHT year period - thus whilst the deficit will inevitably fluctuate over this period there effectively is no immediate repercussion from a deficit deterioation

[joe say] 19/7/2016 09:33

They have an agreed pension deficit reduction plan in place - so whilst the deficit may have grown a wee bit - all should technically be on track

[isis] 19/7/2016 09:03

So that works out a P/E of under 7?

Ridiculous.

[masurenguy] 19/7/2016 08:41

About an eighth of their business (excluding pass through) - circa £30m in Deploy - is billed in Euros so weaker sterling should be a positive, albeit limited in its overall significance.

junior21 - can you post a link to these revised consensus forecasts?

[isis] 19/7/2016 08:22

The strong Euro should give them a hopefully give them a hand.

The Stock Exchange always favours the Companies rather than investors - I don't why we can't be like the US where most Companies have quarterly figures. They should at least have this for high turnover/revenue Companies.
They have also relieved many Companies of having to give IMS's this year. It's not as if it really costs anything to give an update. The problem with this is that when we had the Bull market in the late 90's and others many Companies valuations were way ahead of their figures, especially on AIM and they would slump when reality set in.
Communisis at least has visible earnings.

[junior21] 18/7/2016 22:21

I'm not sure if this has been posted previously but the consensus forecasts have increased recently from 5.89p to 6.3p for 2016. I was personally hoping that they would remain the same and we for once could announce that we beat expectations.

I wonder whether the forecasts were amended on the back of weakening pound.

[hopeful holder] 18/7/2016 21:52

I wish they would start issuing 3 monthly updates to give the market a steer on where this is going. It would be great if this communication company would communicate with its shareholders a little better.Oh the irony...

[zho] 16/7/2016 16:43

The potential black hole faced by the UK's final salary pensions schemes has soared a massive 30 per cent in one month to reach a dizzying £384billion, figures showed today.

Put together, the deficits of all schemes eligible to join Britain's pensions lifeboat in the event a company goes bust increased from May's £294.6billion by a staggering £89billion, as Brexit fears have hammered the schemes' investments in Government bonds.