Deal Media Share Discussion Threads

[almosr] 16/12/2008 11:11

What makes you think we are ue a trading update soon, ken?

[kenatbabken] 16/12/2008 11:02

We should be due a trading update soon and it,ll be good to see the first full
year figures since they split the group up

Buzz,Those links in the header are not live for some reason.

[buzz4rd] 16/12/2008 01:18

There's now a website up for their new communications and planning agency with information on the newly appointed CEO. He has a background of senior roles at large media agencies and looks to be a good appointment.

[almosr] 11/12/2008 10:41

Ho ho ho, as Santa would say!

[buzz4rd] 10/12/2008 23:05

It's news but not what we were expecting......sounds like an exciting new direction though -



"DGM are undoubtely one of Europe?'s leading progressive metal acts, always pushing the boundaries with their technical and refined musical skills, which allowed them to be included among prog metal fans? favourites.

[the blackster] 05/12/2008 11:27

Nicely put Buzz. Particularly agree with point regarding recession proof and advertisers looking for more measurable returns on their marketing spend at times like this. It's no coincidence that when the company grew from start up to over £1 million profit it was during the downturn we saw at the beginning of this decade. The company has done it before, with the clients and partnerships they now have in place they could well be set to do it again. (I am a long term holder of sizeable volume.)

[kenatbabken] 02/12/2008 22:03

Thanks for the new thread Buzz,Keep up the good work on digging out the DGM
stories

[buzz4rd] 02/12/2008 10:44

things are even looking up at dgm-uk. wouldn't be surprised to see further consolidation of uk affiliate networks next year following AOL's aquisition of rival network buyat and affiliate future becoming part of TMN this year. dgm's UK reputation is also back on track, lots of recent client wins and positive noises from affiliates - maybe the plc would even look to buy back a majority stake if the uk becomes profitable.

[almosr] 02/12/2008 10:26

Signing on....once again, thanks, Buzz.

[almosr] 02/12/2008 10:25

Thanks, Buzz. Signing off.

[buzz4rd] 02/12/2008 06:09

Ok - new thread started for dgm for 2009. Here's to 'recession proof' advertising and a good year in 2009. good luck all.
Cheers
Buzz4rd

[buzz4rd] 02/12/2008 06:06

dgm have spent the last 12 months building on a well established and profitable base in Australia. Their APAC operations are now starting to show signs that 2009 will be the year when dgm begins to finally realise its potential. Having sold 51% of the UK business, they are expanding quickly with a regional presence in a number of key Asian markets. Recent press releases have seen them secure a number of big brand advertisers across the region such as British Airways, Apple, Nestle and HSBC across the various different business units and specialism's within their group as well as important and potentially significant strategic alliances with large global media agencies BBDO Asia Pacific and Omnicom Media Group.

dgm's core expertise is in performance based advertising which is widely seen as a 'recession proof' model. Spend on search and affiliate marketing and performance based display advertising is expected to attract much larger slices of advertisers overall budgets in 2009 and beyond. Companies are increasingly demanding greater accountability and a quantifiable return on investment from their online advertising spend, especially during an economic slowdown and dgm are perfectly placed to benefit from this trend.

There are approx 600 million internet users in Asia in 2008 and this equates to only 15.8% internet penetration. Projected growth in online ad spend this year is 26% - which demonstrates the huge growth potential within the region (a region in which they're now well established and expanding rapidly).

From anecdotal reports (and also the calibre of their recent strategic partnerships being testament to this) they seem to have the right experience, knowledge, technology and people in place. Additionally, they have the momentum of having a first mover advantage and lack of credible competition, particularly within the growing area of affiliate marketing (which is a £3 billion sector in the UK alone and only in its very nascent stages in Asia).

As a long term holder of dgm going back pre-2003 to the ibnet era, the last three years have been personally frustrating. However, the consensus within the online industry is that they now have a very good reputation and the credibility and infrastructure to provide them with the perfect platform to make 2009 an exciting and rewarding year for investors.

Hopefully the full year results will be good news for all. Good luck to all holders!

[almosr] 30/11/2008 11:10

We would all be grateful, ken, for that.....wipe the slate clean, eh!
I agree with you about 10p.....with this company's track record, it is going to be hard enough to get to 5p, and I still think they will only do that by being bought out.
Funny to remember that they actually turned down a bid of 5.8p (from memory)not so very long ago.....

[kenatbabken] 30/11/2008 10:55

Jeez 10p,I admire your optimism guys but we,d need some fantastic numbers for
the company to be valued above £40m.I,d be happy to see 2p in the near term but
with a return to some regular daily volumes which will show that interest in
the company has been achieved.
What is also needed is a new thread to underline the change in the companies
status from the underperforming UK business,You seem to have your finger on the pulse Buzz4rd do you want to do it ready for 2009?.If there are no takers
I,ll do it.

[buzz4rd] 30/11/2008 08:57

yes, am also holding around 3 million and 10p + in 12 - 18 months is not unrealistic if they build on a solid start in asia. the real test will be maintaining their market share if / when the competition hots up, particularly in the affiliate space in which they have a first mover advantage. 2009 could well be dgm's year and the two recent RNS regarding partnership deals with omnicom / proximity bode very well. the current economic climate is also one in which online advertising and particularly performamnce based activity which dgm specialise in will become more sought after given it's focus on accountability and delivering a measurable return on investment.

[the blackster] 30/11/2008 00:14

ken - I'm about triple your holding and was acquiring at 1-4p over last year or so. I'm looking for 10p in 18 months. Fingers crossed etc.

[almosr] 29/11/2008 11:37

I do agree, ken.
I have not got quite as many as you, but I think they are on a bit of a roll in Asia, and with David Lees as chairman, I think there is every chance that he will keep Moss's worst instincts under wraps this time.
As you may know, I am also tipping Omnicom to move from partner to predator at some stage.....the more the alliance develops. the more likely they are to want to take full control, and I do not see a price of less than 5p being acceptable to Moss, Lees and the rest.....and would not break the bank in NY, even in these troubled times!

[almosr] 28/11/2008 15:55

I knew they were working with BBDO out there, and I had heard some good reports, but this is now proof that they are happy clients!

[seletvv] 28/11/2008 11:29

This is the most positive I've felt about DGM for some time. Moss appears to be doing a really good job in putting all the pieces in place for a really exciting recovery.

[valustar1] 28/11/2008 11:12

Another announcement.

Checked with the brokers and there are currently no forecasts for 2009 in the market. Looks like Adrian wants to continue his very quite progress before having figs to meet.

The brokers think they might sit down with DGM in the early new year to get some forecasts for 2009, but who knows

28 November 2008





Deal Group Media plc

('Deal Group Media' or 'the Group')




Deal Group Media subsidiary, Deploy, signs strategic contract with

BBDO Asia Pacific to create Proximity Deploy




Deal Group Media plc (AIM:DGM), an independent online marketing group, today announces that Deploy Digital ('Deploy'), a strategic digital media and marketing agency and the most recently formed offering of the Group's three operating businesses, has signed a contract with BBDO Asia Pacific to launch Proximity Deploy, an online media consultancy combining both companies' skill sets to service BBDO Asia Pacific's existing and future client base.

Proximity Deploy will offer communications planning, media buying, search and analytics, and will provide advertisers wishing to undertake online advertising with high level advice on strategy and execution. This partnership, which will operate as a centralised team within BBDO Asia Pacific, will offer clients a seamless service, allowing Proximity Deploy to control all aspects of the digital campaign from creative to strategy from media to technology

Proximity Deploy has already seen initial success with this model and has recently picked up all the online media planning and buying work for Nestle in the Philippines and a number of projects from Pepsi and other global brands. Proximity Deploy has launched in the Philippines and Singapore with plans to roll out across all of Asia in 2009.




Deal Group Media CEO, Adrian Moss, said: 'By merging the expertise of BBDO Asia Pacific and Deploy, who are independently best in class in their fields, we are creating a model which enables us to develop tightly planned digital campaigns for advertisers with a focus on ROI activity.




'This alliance is strategically significant for us. It gives us the opportunity to expand our Deploy operations cost effectively through selected territories in Asia with a partner who has an established client base which includes many international brands. Following a separate agreement between Deal Group Media's dgm, a second operating business, and Omnicom Media Group, the Board feels these two strategic initiatives represent material drivers for the 2009 results and beyond.

[almosr] 16/11/2008 13:04

I think sheer exhaustion may be the answer to your question, Blackster. Moss and the rest have been trying to make money out of this for years, and I think 5p would see everybody happy.

[the blackster] 10/11/2008 17:25

Agree on the release. However as the company turns around and moves into profit my target is double the 20M market cap. The team has done it before and it looks like they are racking up new clients in a space that continues to grow exponentially. There is less established competition in Asia and with its Australia arm already delivering for large blue chips I am sure there is a lot of agency and direct client business out there that they will pick up. Why sell out next year when the company is just starting to get back on the map?