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Creston Share Discussion Threads
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|Results on the 17th but - more importantly - no warning which confirms they're way too cheap.|
|CRE's TMW wins Ferrero Rocher account - pass the chocolates Ambassador!
"Ferrero, the Italian chocolate company, has awarded TMW Unlimited a place on its digital and social roster following a competitive pitch handled by Roth Observatory. TMW Unlimited will work across three brands from the Ferrero portfolio: Kinder Bueno, Tic Tac and Raffaello."|
|RNS out - Artemis have bought another 240,000 shares since their last holding RNS. They now own over 16% at 9.42m shares:
Artemis, DBay, Fidelity and Argo have all been buying and now own 53% between them...|
|New partnership with media planning and buying agency Goodstuff to come together on new business opportunities:
Goodstuff have some terrific clients - Disney, ESPN, Celebrity Cruises, Hiscox, House of Fraser etc etc - bodes well for CRE:
|Good to see a single £2,300 buy cause a tick up today. Perhaps stock is scarce at present.
Given that DBay, Artemis and Argos have all been buying and now own 47% of CRE between them, stock scarcity is hardly surprising :o))|
|Rising nicely today. With 12.1p EPS and a 4.6p dividend forecast this year the P/E and yield remain extremely attractive.|
|Liberum today reiterate their Buy and 170p target:
Edison's 130p would be fine, but 170p is much more like it.|
|If I was holding now that's not what I would be wishing for must confess|
|New note from Edison - they keep forecasts unchanged at 12.1p EPS with a 4.6p dividend.
They also forecast a £4.2m cash pile at the end of this period. Hopefully CRE will be on the acquisition trail soon....
"Valuation: Continued discount
When compared with agency peers, Creston’s shares are trading on a discount of more than 30% on an annualised 2016 EV/EBITDA basis at 5.1x. A DCF under varying conservative assumptions on WACC and terminal growth rates also indicates a share price in a range of 114p to 130p. With a (comfortably covered) dividend, the yield is well in excess of market and sector levels. DBAY Advisors, which is represented on the board, holds 28.0% of the equity, with Artemis holding a further 15.6%."|
|Riv yes good to hear about efficiencies improvement. If Cre can finally have a period of improving efficiency and revenue growth....... Lots potential.|
|Today's AGM statement includes the crucial statement:
"Group Headline PBT is well ahead of the comparative period reflecting the benefit from the ongoing implementation of operational efficiencies commenced in the prior year and some benefit from the weakening in UK sterling"
Looks like EPS may be nicely ahead of the forecast consensus 11.9p EPS (and 4.65p dividend) if this continues, as H1 PBT is "well ahead" of last year's 4.98p H1 EPS.
Hopefully EU uncertainty will clear as per recent surveys and accelerate the marginal growth in revenues:
if you like CRE then CLL is worth a look IMO....finally gone bonkers today as apparently Simon T has tipped in IC....DYOR|
|The aims of the Argonaut Fund are:
"The Argonaut Fund aims to produce substantial capital growth, by investing in micro capitalization mis-valued companies quoted on European stock markets. The fund focuses particularly on little-known or poorly followed smaller companies and situations that have been ignored by mainstream investors (often because they are considered to be too small to be of interest). The fund is managed with a rigorous “Value Investing” philosophy, aiming to limit potential downside in the selected shares, ensuring a “margin of safety”. As a result, after more than 10 years since launch the fund has showed itself to be counter-intuitively resilient during market falls. This “Long Only” fund is alternative by nature, but traditional by structure. It is not tied by country, index or sector weightings and invests opportunistically as situations arise."|
|Nice - RNS out showing a new major shareholder. The Argonaut Fund has 1.926m shares and has increased to 3.19%:
|Yep nice to see things looking up for you Riv|
|Up again, following a 250,000 buy at 102p today and various other buys including a further 50,000 at 102p.|
|Nice move up - I'm guessing this is partly prompted by WPP's good results this morning and strong North American performance (plus CRE's extremely cheap fundamentals and sound Balance Sheet).|
|News - CRE's Health Unlimited form a partnership with a social network used by 40 million people every year:
"Health Unlimited forms partnership with HealthUnlocked
Aims to drive organic and new business for the agency and social network
Health Unlimited has formed a partnership with HealthUnlocked, the world's largest social network dedicated to health, to bolster its consumer insight and engagement services.
The UK-based marketing communications group said the tie-up would drive organic and new business for both sides and enable clients to access best practice patient recruitment, retention and engagement programmes.
HealthUnlocked is used by more than 40 million people each year and has over 600 health-specific online communities, which are owned and moderated by patient organisations across the world.
Nicky Walsby, executive director of Health Unlimited, said: “HealthUnlocked occupy a unique space in the healthcare market. The importance of direct-to-patient engagement will only increase as market access challenges continue to prevail, particularly in the costly chronic diseases area.
“Patients want to be engaged in decisions affecting their care in a timely and authentic manner. Our partnership with HealthUnlocked will support our strategy to build a best in healthcare consumer engagement capability that delivers real value for people living with any healthcare condition.”
Health Unlimited, which is part of the Creston Unlimited group, said the partnership would also create referral opportunities for HealthUnlocked across other areas of its parent company's operations. And it noted that the London-based social network is already working closely with Creston's full service market research agency ICM Unlimited.
Phil Golz, commercial director at HealthUnlocked, said: “Health Unlimited is a natural partner for HealthUnlocked and industry customers will benefit from our close collaboration and shared ways of working.
“Together we will support better health outcomes for millions of people, by creating further awareness of our health network and successfully supporting industry to reach highly tailored segments of patients.”"|
|Don't forget it also went xd last week for 2.99pps (now yielding over 4.7% overall).|
|Maybe just maybe an inflection point but I am anything but a chartist. Watching with interest as always and good luck Riv as always|
|Seems to be holding up well.|
|Looks like the market not buying into the big IF anymore.Brokers do have a habit of pumping for select people. I saw nothing in the results to suggest strategy is kicking in. Reassess at 80p, buy at 60p prior to noise on divestment imo|
|Well if the strategy hits earnings this will move. Big IF mind you|