Next Fifteen Communicati... Share Discussion Threads

[battlebus2] 04/3/2015 09:06

I think we may hold it today cfro :))

[cfro] 03/3/2015 18:15

Keeps popping up to a new high then coming down a touch.....

I wonder how far away we are from a nice earnings enhancing acquisition?

[cfro] 23/2/2015 13:48

I'm loving this chart...:-)


Still cheap on a forward pe of 14 or so and just too tempting here, so added a few more today.

Shouldn't be long before news of a nice acquisition or two.

[battlebus] 23/2/2015 08:51

A few early buyers today.

[battlebus2] 16/2/2015 15:15

Thanks saucepan, another new high today by the looks of it.

[saucepan] 13/2/2015 16:21

I noticed the breakout. The chart is increasingly looking like a stairway to heaven :-)

NFC's Slater PEG is still 0.29, according to ShareScope, so there is plenty of value still represented at the current price level.

[cfro] 13/2/2015 16:06

Added a few more today and not the only one buying by the looks of it.

Up into new highs now.

[battlebus2] 06/2/2015 20:58

Yes thanks IC2, also good to see Investec adding to their holding and now with over 5%.

[cfro] 01/2/2015 18:14

Thanks for those forecasts Ic2.

Imo they could prove to be on the light side if all this growth from the US business comes through as expected. Also, they intimated that they are in discussions for acquiring further businesses in the US, which are likely to be earnings enhancing.

These are likely to be announced in the coming weeks, so we have that to look forward to.

I like the emphasis on the US and my own portfolio is becoming more concentrated on co's with this focus. NFC is a classic example.

[interceptor2] 01/2/2015 12:11

Canaccord increased estimates are
2015 PBT £12.20m and EPS 11.50p
2016 PBT £14.70m and EPS 13.10p

NFC are on a reasonable PER of only 12.57 for the new financial year. With continued strong growth from the US and improved profit margins from the UK, plus even Europe and Asia improving, seems like an exciting year lies ahead.

145p placing price should give a strong area of support, I also like the strong cashflow generation over the past 4 years.

[interceptor2] 29/1/2015 22:51

Thank you CFRO and battlebus, I will make a note of those new price targets, much appreciated.

[battlebus2] 29/1/2015 22:06

Welcome IC2, some broker updates today...

Cannacord Genuity buy with target raised from 166 to 176

Investec buy with target price raised from 174 to 182

Westhouse upgrades with an add raising their target price from 145 to 175.

[cfro] 29/1/2015 08:55

Added to my holding also. :-)

Good to see you here Ic2.

[interceptor2] 29/1/2015 08:08

Very strong statement today.

Bought in this morning and pleased to see that I am in good company :o)

[cfro] 29/1/2015 07:48

Excellent statement.

Placing to fund further acquisitions in the UK and US. To be initiated at £1.45 - pretty close to prevailing price - and less than a 5% dilution.

US division going very well.

[battlebus2] 29/1/2015 07:28

Trading above top end expectations.
Placing to fund acquisitions.

[gargleblaster] 13/1/2015 19:14

The buy note did not manage to disturb the 16 day flatline - could we reach a month of non-moving trading days?

[battlebus2] 13/1/2015 16:30

Trading update on 21st of January last year.

[cfro] 13/1/2015 16:27

I am a very happy holder here BB2.

Hopefully there will be an update in the next few weeks.

[battlebus2] 13/1/2015 11:51

Investec buy note out this morning raising target slightly from 168 to 174..

[battlebus2] 05/12/2014 19:00

Indeed, really like this company and expect to be holding for a number of years.

[cfro] 05/12/2014 18:26

Good finish. Very close to a new high here.

[battlebus2] 05/12/2014 09:53

Ticking up again, new highs look likely imv.

[battlebus2] 04/12/2014 17:29

Canaccord Genuity hoisted their price objective on shares of Next Fifteen Communications Group plc (LON:NFC) from GBX 161 ($2.51) to GBX 166 ($2.59) in a research note issued on Thursday. The firm currently has a “buy” rating on the stock. Canaccord Genuity’s price objective suggests a potential upside of 17.73% from the stock’s previous close.

NFC has been the subject of a number of other recent research reports. Analysts at Investec reiterated a “buy” rating on shares of Next Fifteen Communications Group plc in a research note on Thursday. They now have a GBX 165 ($2.57) price target on the stock. Separately, analysts at Westhouse Securities downgraded shares of Next Fifteen Communications Group plc to a “neutral”; rating in a research note on Tuesday, November 18th. They now have a GBX 145 ($2.26) price target on the stock. Finally, analysts at Westhouse Securities upgraded shares of Next Fifteen Communications Group plc to a “buy” rating in a research note on Friday, October 17th. They now have a GBX 145 ($2.26) price target on the stock, up previously from GBX 132 ($2.06). One research analyst has rated the stock with a hold rating and four have assigned a buy rating to the company’s stock. Next Fifteen Communications Group plc has an average rating of “Buy” and a consensus target price of GBX 154 ($2.40).

Next Fifteen Communications Group plc (LON:NFC) traded up 3.19% on Thursday, hitting GBX 145.50. The stock had a trading volume of 38,075 shares. Next Fifteen Communications Group plc has a 52 week low of GBX 103.367 and a 52 week high of GBX 152.00. The stock has a 50-day moving average of GBX 131.8 and a 200-day moving average of GBX 121.2.

Next Fifteen Communications Group plc is engaged in the provision of communications services. The Company operates in two segments: Integrated Communications and Specialist Agencies.

[gargleblaster] 04/12/2014 16:37

cfro

I have consensus EPS figures of 10.4p for 2015 and 12.5p for 2016, which would give prospective PER's of 13.6 and 11.3. However the projected PEG's are 0.13 and 0.56 respectively, meaning that you should be getting low projected PER's in a fast growing company (rapid projected earnings growth is giving the low PEG's). Dyor etc.