Communisis Share Discussion Threads

[rivaldo] 21/3/2017 23:27

Nice close.....

[cheshire man] 20/3/2017 11:38

Let's see if we can break that 2015 resistance of 60p in the coming weeks :-)

[rivaldo] 20/3/2017 11:23

New recent highs now, and good to see a load of AT trade buying in the last hour, plus a 20k buy at 56.31p just now.

[bootie64] 17/3/2017 09:15

Testing the October 2015 high



The 2012 rise shows how quickly this has moved before

[cheshire man] 17/3/2017 08:22

Indeed Masurenguy hopefully on our way to FinnCap 65p TP :-)

[masurenguy] 17/3/2017 08:15

Nice move up at the open on minimal volume !

[speedsgh] 15/3/2017 14:23

Somewhat downbeat analysis by Investors Chronicle...

Restructure yet to bear fruit for Communisis -

...The company's expansion is on track. Its shares' forward earnings ratio of eight times is inexpensive against the index, but in line with its long-term rating. Given the challenges faced by the group's clients, we'd like to see further progress before upgrading. Hold.

[edmundshaw] 14/3/2017 15:00

Perhaps it's The New Proposition...

[taurusthebear] 14/3/2017 14:40

Why is CMS any more "positioned to capture further sizable contracts" than it was 2 years ago? :0)

[speedsgh] 14/3/2017 11:53

Thanks, rivaldo. A sensible, fairly balanced article.

Here is another link direct to the article -

[rivaldo] 13/3/2017 14:33

There was some AT trade - institutional - buying at 54.6p and 55p.

Nice uptrend now and new recent highs.

[danieldruff2] 13/3/2017 13:34

It also popped up to 56p to buy quite early in the day but there were no trades around that time.

[speedsgh] 13/3/2017 13:12

It's not Simon Thompson. His write-up today was on LRM.

Most of the larger trades since 11:27 have been AT. Does that suggest more likely institutional?

[gleach23] 13/3/2017 11:59

Midday Monday used to be Simon Thompson tip time...not sure if it still is and 11.30 is a tad early but he was a buyer in 2015, a seller in 2016 so perhaps...

[cheshire man] 13/3/2017 11:47

Maybe a mention somewhere this morning ?

[masurenguy] 13/3/2017 11:40

Hmmm....what's up ! Spike on a flurry of trades at around 11.30am.

[rivaldo] 10/3/2017 13:53

Griffiths is certainly committing to CMS - he's up to 44.5m shares now. Must have cost him not far off £20m:

[zho] 10/3/2017 12:30

Richard Griffiths >21%

[masurenguy] 10/3/2017 10:57

Yes - a healthy volume post interims both yesterday (1.86m) and again today (0.74m in the first 3 hours) against an average daily volume of 0.44m so far this year.

[rivaldo] 10/3/2017 10:28

672,000 shares just gone through at 52p - good to see the price continuing to tick up.

[mount teide] 09/3/2017 16:58

LinkedIn business - "Rapidly growing relationship"


Growth continues for Communisis - Printweek today

'Communisis has reported revenue and profit growth in its preliminary results for the 2016 calendar year with international business growing to 26% of group sales.'


'Blundell highlighted the company’s growth in international revenues during the year, which increased from 18% to 26% of total group sales and said that it was not inconceivable that number could grow to 50%.

“Seven years ago this business didn’t have any sales outside the UK and as I sit here talking to you today we have 26% of turnover outside the UK and it is growing rapidly."

"We have people on the ground from Paris across to Istanbul and Dubai and we intend to push further east and south in Brand Deployment. The important thing is that the model is de-risked because we go to territories with our clients on a sponsored basis,” he said.

Alongside its results the business announced it was taking its first step into the US with a small office in New York, due to go live in June, with existing client LinkedIn for whom the company provides content marketing services. “It’s a rapidly growing relationship. It gives us the opportunity to expand into other areas of content marketing and other areas of brand deployment given the US is the biggest market globally for brand deployment. It’s an interesting and exciting move for us,” Blundell said.

Pension Deficit: “The important thing is not the size of the deficit, it’s whether we are taking an established approach to meet our obligations – yes we are – and also what is the likely outcome. “We think that the corporate contribution will increase somewhat and we think the outcome will fall well within the forecast increase in our free cash. We can afford it. Bond yields are at an all time low so the long-term trend will be upward and if that’s the case it will erode the deficit.”


Outlook: “We will move further along the technology axis and there will be investment behind it. We will extend our reach geographic reach even further and we are happy with the two-division structure.
“Our 2017 year has started in line with expectations – so far so good – and we are positive for the remainder of the year and for growth to continue,” Blundell said.



hxxp://www.printweek.com/print-week/news/1160556/growth-continues-for-communisis

[sgurr nan] 09/3/2017 16:44

Rivaldo

'Decent-sized director buying - a non-exec buys 100,000 shares at 49.9p:'

I'm sure you know he is the new Chairman to be.

[isis] 09/3/2017 16:28

I can't find where I saw the figures but it may include all the postage etc. so not all really going into the Revenue bag - but I'm sure I saw it somewhere when it was announced - probably in earlier posts around the time:-

hxxps://www.insidermedia.com/insider/yorkshire/hmrc-contract-win-for-communisis

[masurenguy] 09/3/2017 15:56

"isis 9 Mar '17 - 1244: The HMRC contract is likely to add nearly £300m turnover to the Company - that is getting on for double what it is now."

That's very interesting - do you have a weblink to the source of that information?