Mediasurface Share Discussion Threads

[garth] 18/2/2008 09:52

New shares being placed at above the current share price.

Current Trading and Prospects

The Group's first quarter trading of the new financial year, the 3 months ended
31st December 2007, made a modest un-audited EBITDA profit excluding the
rationalisation and non-recurring costs for Pepperio of some £0.18 million. As
at 31st December 2007 the Group's cash position stood at £0.42 million excluding the term loan of £1.75 million.

The Group continues to implement judicious cost reductions including leveraging
the full benefits of the Indian R&D centre which together represent cost savings of £2.0 million compared to last financial year. The Directors are confident the Group is now in a position to achieve full year results in line with management expectations.

[donaferentes] 18/2/2008 09:37

"expects results to be in line with its expectations"

sort of self-fulfilling really!

[bloodhound] 18/2/2008 08:58

Software company Mediasurface said it made an encouraging start to 2008 and expects results to be in line with its expectations due to cost saving measures.

The company swung to a pretax loss in the full year to September 30th, 2007 due to the subprime losses in the US and lower sales for its Morello product.

The company said full year pretax loss for the period to September 30th was £1.75m against a profit of £0.77m in the year ago period.

Mediasurface also said it will raise £750,000 via a placement of 15 mln new shares at 5p each to raise its working capital requirements.

[anupama] 15/2/2008 21:27

I'm a holder and have been chasing the company about the release of the results for some time now - have never received a satisfactory answer - doesn't bode well IMV but I'm hanging on in the grim hope that we might get a surprise to the upside (current trading and outlook) - at this price to be honest it's not worth me selling as I'm losing most of what I put in.

You have to question why it's taking them so long to release the results. Here's to hoping that it's for bullish reasons....

[garth] 14/2/2008 12:13

Just spoken to the company, final results expected to be released 7-10 days from the start of this week - so sometime next week....

G.

[garth] 14/2/2008 12:00

GTC and Mediasurface Bring Policy Standards Closer to the Teaching Profession

The Morello MOSS Connector from Mediasurface allows General Teaching Council (GTC) to upload approved information onto its website faster and more easily, allowing GTC To provide enhanced support to the teaching profession

05 February 2008 – Mediasurface (UK, AIM: MSR), Europe's leading content management provider and developer of the Morello web content management (WCM) solution today announced that GTC has committed to a major upgrade to add new features and functionality to its website. The agreement follows an initial contract win to provide the GTC with an integrated website which allowed over half a million teachers, LEAs and members of the wider education community easier access to important information on policy and standards within teaching. Under the new agreement, Mediasurface will provide the GTC with a package that includes the MOSS Connector, Google Appliance Plug-In and Page Studio through the Morello Web Client to further facilitate key access to information for members of the teaching community.

[garth] 14/2/2008 11:58

Immediacy sign Top UK Digital Agency Redweb as Gold Partner

Immediacy, part of the Mediasurface group, Europe's leading content management solution provider, today announced the signing of new Gold Partner, website design and build specialists, Redweb.

21st January 2008. Immediacy, one of the leading UK content management solution providers (part of the Mediasurface group (UK, AIM: MSR)) has announced the signing of a key Gold Partner, UK digital agency Redweb. Ranked in the top 10 regional design and build digital agencies in New Media Age magazines' Top 100 Interactive agencies (October 2007), Redweb has already signed three new clients in finance, government and services to the Immediacy Web Content Management suite (WCMs) 6.0.

With an exceptional record designing and implementing websites for high profile clients including Transport for London, JPMorganChase and SKY, Redweb will use the cutting edge functionality of Immediacy WCMs 6.0 to strengthen its content management credentials. With its powerful web 2.0 functionality including social networking features (such as RSS, OpenSearch, Robot.txt, PDF output and blog capabilities), ground-breaking Microsoft SharePoint Services (MOSS 2007) integration plus enhanced search optimisation and taxonomy features designed to drive compliance, personalization and relevant search results, Immediacy WCMs 6.0 will enable Redweb to deliver clients a leading content management solution which supports their own design and technical solutions.

Andrew Henning, Managing Director of Redweb explains;

'Our clients expect the utmost from our people, our strategic approach, and the creative solutions we produce and we only partner with those companies whose products and support team mirrors our own attitude to excellence. Immediacy is renowned for its innovation in the development of integrated content management solutions combined with user friendly interface which embodies their commitment to building industry leading web content management.'

As a Gold Partner, Redweb has attained the highest levels of Immediacy WCMs 6.0 training and product consultancy. In addition, rigorous tuition in application development and installation certifies that Redweb can offer a range of compatible modules, such as e-commerce and intranet applications.

'We are delighted to have signed one of the top 10 regional design and build digital agencies in the UK. Redweb have a proven track record managing the strategic and creative development of cost effective websites. Our Gold Partners are an extension of the in-house Immediacy team and we are in no doubt that the quality and service delivered by Redweb will reflect well on this new partnership.' said Matthew Goode, Sales Director, Immediacy.

For more information on Immediacy Partner Programs contact: [e-mail]

Extract only.....

[garth] 14/2/2008 11:47

Just some news items:

FD Media Group Goes Live with Morello

published on 18-01-2008

Mediasurface announced that FD Media Group, the well-known Dutch publisher and broadcaster, has launched two new websites; www.fd.nl and www.bnr.nl driven by Morello. These new sites are the online gateways to the Dutch newspaper, Het Financieel Dagblaad (akin to the UK's Financial Times and the American Wall Street Journal newspapers) and the news-focused radio station BNR, and were developed in conjunction with implementation partner, Mirabeau.


The new online strategy of FD Media Group allows it to create a new revenue steam via online activity and helps them further develop long-term relationships within its key business orientated markets by allowing the Group to more effectively manage sales and marketing activity and provide a better service to their subscribers.

FD Media Group defined a number of key criteria for the new content management system, including personalisation, digital asset management capability, the ability to integrate with external information, such as RSS feeds and databases and the power to easily create, manage and develop sites and site content. Following a comprehensive technology and functional review, Morello, the leading content management system from Mediasurface, was selected for its close fit on all these criteria.

FD Media Group is continually reviewing its online strategy to ensure it remains at the cutting-edge of online media publishing and the new websites play an important role in supporting its vision. The Group will continue to develop their online presence in conjunction with Mediasurface partner Mirabeau, who will be responsible for technical development and day to day application management.

[kanar] 05/2/2008 18:25

From my pov the share price went down after the profit warning that Mr. Flynn blamed on Ms Sharepoint and the fact that customers, according to Flynn, couldn't tell the difference between Ms Sharepoint, a portal technology and Morello a ECM platform.

Blaming customers and competitors looks a bit silly, especially since these factors should have been known to Mediasurface.

[garth] 24/1/2008 06:57

I saw for speculators because to go from a profitable first half with a positive outlook to a loss of over £1 likely for the year leaves some doubt over their positive outlook for 2008. And yet, it might prove a positive 2008. In those circumstances the shares look cheap and a possible multi-bagger. The director purchase at 8p perhaps underlines that.

As for the markets - look at Dyson(DYS) - manipulated down in a false market (no real sellers or buyers). I've added on the way down and got hold of a few at 113p-ish They rebounded yesterday to 130p. But I had an order for a couple of hundred quids worth to give me a 'rounded' holding. Was not filled. So here is a company that has been decimated and yet no real sellers.......

G.

[drewz] 24/1/2008 01:22

Must admit I am a bit in the same frame of mind these days.

There are so many 'emperors with no clothes' strutting their stuff across these boards nowadays, ramping speculative rubbish with little or no asset backing.

So much dross has listed in the last 2 or 3 years on AIM.

[garth] 23/1/2008 09:45

They made over £1m last year. After a first half on track, things must really have hit a wall very hard in the second half. The trading statement anticipates a return to profit next year - questionable, perhaps. Director purchase at 8p following the trading statement. Now trading at 4.5x last year's earnings. Interesting situation for speculators, IMO.

G.

[yump] 23/1/2008 09:29

north6

But 'naysayers' just post negative comments with no real analysis or reasoning, so I wouldn't associate myself with them if I were you.

If you would be so good, could you point me at your analysis and discussion of MSR that you posted earlier ? I presume it dealt with all the apparent positives by presenting the alternative cases. I mean before the drop of course - sometime last year presumably ?

Ta.

[north6] 22/1/2008 08:53

"Stupid thing is that people like you genuinely believe that because its turned out as you reckon you predicted"

Perhaps the same stupid reasoning that you, and people like you, use to rationalise MSR as a quality investment and when (and if) it rises it's your superior investment skills - didn't predict that drop though did you - was that inability to recognise the drop using the same superior investment skills?.

Have you ever used any of MSRs products and services or any of the competitions'?

Thought not.

Trouble with all these boards is its all for those back slapping each other on their investment and talking the price up (usually). Any naysayers are shouted down.

Anyway Yump- I think you you stick in there. Hold on. Honest, it will get better. The market is just misreading the company. The £2m lost sales will return and plenty more. Hold on to at least to 30p - hey - why not a pound? As I said, MJ could sell it.

[get rich quick] 08/1/2008 22:50

I'll go for Friday, let's hope they have turned things around or perhaps got rid of some of the loss making parts of the business. should have bottomed at this price ( hopefully )

[garth] 07/1/2008 07:29

Results were issued 12/01/07 last year. Anyone heard a date for 2008?

[garth] 04/1/2008 13:50

Starting to flicker into life? On 5x historic earnings.... Sentiment setting the price more than underlying value/potential for recovery? Can't claim to know the company very well - but holding a few and waiting.... Stock overhang now cleared?

G.

[garth] 13/12/2007 14:59

Presumably a distressed seller of that size presents a potential opportunity at an artificially low price?

For the patient investor, that is. Historic eps is 1p. Any long term holders care to suggest:

1. Whether they really can exploit the Microsoft release to actually increase revenue?
2. What a realistic level of eps might be looking forward a year or two?

G.