Interactive Prospect Targeting Share Discussion Threads

[melody9999] 09/2/2007 00:37

Chiva - I came out yesterday. Impatience rather than anything else - good news for you as when I leave the share price normally rises. Just wanted to transfer the money elsewhere. Good luck

[chiva20] 06/2/2007 15:24

That was me Melody.

Only playing ;o)

A healthy sign again though - a bit bemused as to the lack of love this stock is getting. Great profits, great strategy, booming sector. Patience will pay I suspect.

[melody9999] 06/2/2007 14:56

1,000,000 buys - must be Inst interest?

[melody9999] 06/2/2007 14:56

1,000,000 buys - must be Inst interest?

[melody9999] 05/2/2007 08:34

Got to be great news as on line market research companies are having a field day at present! LOL

See RNOW and TOL - this is where IPH should be in terms of PE ratio.

[chiva20] 05/2/2007 07:39

Acquisition of Real World Customer Experience Limited ('RWCE')


IPT (IPH.L), Europe's leading online direct marketing company, is pleased to
announce it has agreed to acquire 78.68% of the issued share capital of Real
World Customer Experience Limited.


IPT has agreed to pay an initial consideration of £790,000 in cash. In addition
IPT has agreed to pay a deferred consideration of up to 4 times EBIT achieved by
RWCE for the years ended 31 December 2007 and 2008. The maximum deferred
consideration of payable under this agreement is capped at £6.0m. This deferred
consideration, payable to the management vendors will be satisfied by a
combination of cash and shares (50:50), with the shares to be issued at the
closing mid-market price as quoted on the London Stock Exchange on the Business
Day on which the deferred consideration is agreed. The deferred consideration
payable to the non-management vendors will be satisfied in cash.


Real World Customer Experience Limited is a leader in online market research,
incorporating the brands of Tpoll Market Intelligence Ltd, Tpoll Direct and the
Stimulating World. Tpoll Market Intelligence has been delivering online
quantitative research since 1999, working with P&G, Warner Bros, Time, Airmiles,
The Post Office and other blue chip clients. It is a specialists in delivering
via customer panels real time insights. Following the shift in the market place
from the traditional research model, The Company formed an online fieldwork
brand, Tpoll Direct, in January 2006. After strong growth in this area, RCWE are
investing further in the coming year. The Stimulating World Research Company Ltd
delivers qualitative research specialising in Media, FMCG, Government and
International markets. More recently Stimulating World has been a pioneer of new
deliberative and collaborative methods of gaining insite into consumer
attitudes.


The acquisition is the first by IPT in the on-line research community. RWCE
turnover for the year ended 31 December 2006 was £1,281,000 with an EBIT of £
(80,000). RWCE was profitable in the second half of 2006 and is expected to be
earnings enhancing in the first full year of ownership.


Commenting Lionel Thain, CEO, IPT said: 'This acquisition will allow IPT to
further enhance its range of services available to its clients by bringing
together the consumer databases of IPT and the market research capabilities of
RWCE. The world of online market research is expanding rapidly and IPT now has
the resources and skills to be a major contributor in this market.'



IPT, founded in 1999, has over 750 blue chip clients, with over 11 million
registered users. Its clients include Cahoot; FilmFour; B&Q; Britannia; American
Express; Guinness; Ocado; BMI; Kodak; Citroen; Dell; Yell.com; Littlewoods;
Nestle; The Open University; Tesco; Tiscali; Sky; Dixons; Cadbury; Jaguar;
Virgin Wines; Abbey; AA; The Co-operative Bank; Scottish Power; Sainsbury's; The
Famous Grouse; RAC; Alliance & Leicester; Panasonic; British Gas;
lastminute.com; Lloyds TSB; Norwich Union. IPT also managed client databases for
Dial-a-Phone, the RAC, Lloyds TSB, Kuoni Travel, Ebookers, Universal Group and
BCA.


Real World Customer Experience Limited was formed in 2006 combining Tpoll Market
Intelligence Ltd, Tpoll Direct Ltd and The Stimulating World Research Company
Ltd. The Company provides insightful research to a client list including Nielsen
Research Group, SPA Research, Warner Bros, The Post Office, P&G, Airmiles,
Mediacom and Sainsbury plc.

[davide1] 30/1/2007 16:34

Once the nervous are completely out, 300p is a realistic forecast.

[chiva20] 29/1/2007 13:03

Agreed melody no clear reason why it shouldn't climb to those levels. Lack of attention to the company's track record seems to be the only reason it isn't fairly priced. Won't be long - a bargain at these levels.

[melody9999] 28/1/2007 00:15

Chiva - seems to me that this might get some attention now. If forecast eps for 2007 is 12.4p (your post 177) and so PE at 200 is say 17 for 33% growth. Peers in on-line media are on PEs 25+. At a PE of 25 this would set a target of 300+p for IPH share price. ie hike of 25% over the previous high of 240p which seems reasonable for the growth. So thats my target - 300p DYOR

[davide1] 26/1/2007 21:32

I agree. This is probably just the start.

[melody9999] 26/1/2007 10:32

Simple really TOP:

1 "trading has remained strong" - ie expect good figures this year

2 "We continue to grow the business which gives the Directors confidence in the outlook for the Company" - ie expect more growth in future

If you scroll back thru this thread over the last 2 / 3 months, you will find some concerns relating to people in the business - though they were vague the implication was that this would affect the current and future prospects of the company and therfore the share price The statement today has closed out those doubts.

[t0pgrader] 26/1/2007 09:06

Melody

Melody

I'd be interested to know how you believe this is positive? Maybe you want to strat by comparing the content and tone with the previous year's trading statement? Sad

[mo123] 26/1/2007 08:31

CC - what are your shorts full of now? hehe

[melody9999] 26/1/2007 07:30

So lets not give too much info to our competitors then - but this removes any doubt that IPH is on the up and up.

Interactive Prospect TargetingHdgs
26 January 2007



For release 26 January 2007


Interactive Prospect Targeting Holdings Plc
('IPT' / the 'Company')

Pre Close Trading Statement


IPT, one of Europe's leading online direct marketing companies, today announces
a trading update for the year ending 31 December 2006.

Following a positive outlook reported by the Company in its interim results
trading has remained strong. The Directors expect sales for the year ended 31
December 2006 and profits after tax, to be in line with market expectations.

IPT will announce its preliminary results on 27 March 2007.

Commenting Lionel Thain, Chief Executive Officer, said:

'Our operations in the UK have performed in line with market expectations.
Directinet in France, which we acquired in May, has achieved all our post
acquisition targets and is moving ahead aggressively. We continue to grow the
business which gives the Directors confidence in the outlook for the Company.'



Contacts:

Lionel Thain
CEO, IPT Tel: [phone]
www.iptholdings.co.uk
Mark Williams
Canaccord Adams Limited Tel: [phone]



Issued by Adventis Financial PR

Peter Binns Tel: [phone]
Adventis Financial PR Mob: [phone]





This information is provided by RNS
The company news service from the London Stock Exchange

[melody9999] 25/1/2007 13:54

no probs david - I'm rocking on SOLA energy right now!

[davide1] 25/1/2007 13:45

The future of this company is bright. Be patient

[melody9999] 25/1/2007 13:06

CC - it does not stack though... the sector is hot at the moment. Why is the share price not affected - have sell orders been filled now maybe? Are you short then?

[coolchilli] 25/1/2007 12:20

simple really, trading update due out tomorrow. The news can't be good. Someone is dumping shares ahead of the news coming out. Time to go short, although I'm sure chiva will disagree...

[melody9999] 25/1/2007 11:50

someone tell me what all those sells are anout pls?!

[melody9999] 22/1/2007 11:01

Seems a good piece that Chiva. When you compare with Toluna,Yougov and RNOW then the share price has some catching up to do. Anyway I spoke to company today and we can expect a trading update on Fri 26/1. People have this week to get in - because if IPH are just performing in line with the growth in their market areas, then the signs point to good results and the share price moving on up!

[chiva20] 19/1/2007 12:49

IC tip

While the traditional print media struggles to increase advertising revenues, online advertising is growing at a staggering rate. In 2005, UK online advertising expenditure grew by 65.6 per cent and, in the first six months of this year, like-for-like growth was 40.3 per cent, as first-half internet advertising spend in the UK reached £917m (source: Internet Advertising Bureau). One company benefiting from this growth is Interactive Prospect Targeting (IPT). It is an online direct-marketing company that specialises in e-mail marketing - a sector that, in the UK, is expected to grow from a current annual spend of around £125m to more than £300m by 2008 (source: Collins Stewart). IPT generates its revenues by building e-mail databases, which can be used to conduct e-mail marketing campaigns for its 750 blue-chip clients, as well as for market research purposes. E-mail addresses are acquired through internet sites that get consumers to part with their details through schemes such as prize draws. This type of online marketing apparently compares well with traditional advertising. An e-mail campaign can be launched at short notice and completed in a week, while a postal campaign typically takes up to three months to organise. In addition, e-mail marketing campaigns cost around 10p per e-mail, compared with 50p per person for a direct postal-marketing campaign (source: Investec). But, not satisfied with being one of the leading online marketing businesses in the UK, in May IPT bought France's leading provider of online direct-marketing services. France and the UK account for almost two-thirds of European online advertising spending, so the company is well-positioned for growth. IPT is therefore expected to more than double its pre-tax profits to £5.2m this year, which translates into EPS of 9.3p (6.2p in 2005). Next year, EPS is forecast to increase by another third to 12.4p. IPT is a leader in a fast-growing sector, so the prospective PE ratios of 15 times for 2007, based on a share price of 185p, suggest this share has good times ahead of it.

[Abuse team] 18/1/2007 01:20

Post removed by ADVFN

[melody9999] 18/1/2007 00:21

Wow - 2 large buys at end of day - do they know something we don't?