Smartfocus Share Discussion Threads

[cocker] 07/12/2009 08:11

Come on stf, "give the people what they want" TRADING UPDATE.

[welsheagle] 07/12/2009 07:52

smartFOCUS Group PLC - wins LV= Contract RNS Number : 6468D smartFOCUS Group PLC 07 December 2009


FOR IMMEDIATE RELEASE 7 DECEMBER 2009


smartFOCUS wins LV= Contract

The UK's leading money society for savings, investments and insurance chooses smartFOCUS for flexible, powerful, multi-channel marketing and enhanced customer insight

smartFOCUS Group plc ("smartFOCUS" or "the Company") (AIM: STF), a leading provider of multi-channel marketing software, has been selected by LV= (Liverpool Victoria), one of the UK's largest and most trusted financial institutions, to streamline and simplify its entire marketing strategy. Financial terms were not disclosed.

LV= has adopted smartFOCUS marketing technology in order to develop intelligent and flexible marketing campaigns that will ensure the company is able to engage more powerfully with both its existing clients and a broad range of prospective customers.

Established in 1843, LV= is a long-standing, award-winning society that helps its customers to invest their money, protect their savings, and choose from a range of insurance products. Priding itself on customer loyalty, LV= has now streamlined its database marketing strategy in order to get as close as possible to its customer base, to better understand their individual financial needs and priorities, and to customise and target campaigns that offer the right services to the right customers. In particular, LV= is investing in more precise campaign planning, selection, analysis and reporting.

Good measures of the effectiveness of marketing campaigns include customer retention and regular engagement with customers and customer retention. LV='s investment in smartFOCUS software is allowing it to achieve higher response while simplifying administration and reducing the planning time required to execute strong campaigns.

Chris Underhill, CEO, smartFOCUS, said: "LV= needed a powerful, no-nonsense technical approach to marketing that would allow its team to deliver great results for its customers without the need for so much manual intervention and administration. With smartFOCUS LV= has been able to streamline its whole marketing system from planning, execution and analysis, all the way through to customer engagement and relationship management."

[bostonborn] 02/12/2009 10:46

Good contract win but there is no clues over what this means in terms of contract values and timescales. Anybody have any idea as to any definite figures? A complete guess would be up to £1m over 5 years, with perhaps a min of 25% in the first year?
Bostonborn

[smarm] 02/12/2009 08:58

smartFOCUS wins Rank Contract


Europe's leading gaming company selects smartFOCUS across all gaming brands to
drive marketing opportunities


smartFOCUS Group plc ("smartFOCUS" or "the Company") (AIM: STF), a leading
provider of multi-channel marketing software, has been selected by The Rank
Group Plc, ("Rank") one of Europe's leading gaming companies, for its
Intelligent Marketing software and to build a single customer view across its
complete customer business. Financial terms were not disclosed.


Rank operates some of the country's top brands, including Mecca Bingo, Grosvenor
Casinos and on-line betting site, Blue Square. With regular promotional
activities and updates for its customers, it sends over 300 targeted campaigns
in any single week, with up to 20 campaigns a day across any one brand.


Customer information from the bingo clubs and casinos are processed live, with
vast amounts of data needing analysis, so it was vital to implement an easy to
use, integrated and scalable marketing solution across all of the company's
business divisions in the UK. smartFOCUS has provided Rank with its Intelligent
Marketing Solution, a complete suite of software that will enable its marketers
to launch more accurately targeted, more relevant campaigns across all brands
and communication channels faster and with better results.

[smarm] 02/12/2009 08:56

kirs - according to you there is 30% upside from here. Slow solid growth you say, so where is the downside risk; it's lost on me.

S

[kirs] 17/11/2009 12:53

Jeansy - suspect there is a larger buyer - I sold based on the price being stuck at this level, and a 14 - 15p target for year end - not a lot of upside for the downside risk the company has delivered in the past. Company is in slow solid growth stage - hard to see a catalyst for upgrade apart from a bid...

[masurenguy] 05/11/2009 07:14

RNS Number : 9839B
smartFOCUS Group PLC
05 November 2009

smartFOCUS implements full suite of marketing software for AAA, the US' largest organisation for motorists and leisure travellers

smartFOCUS Group plc ("smartFOCUS" or "the Company") (AIM: STF), a leading international marketing software group today announces that it's client AAA, the US' largest organisation for motorists and leisure travelers, has implemented smartFOCUS's full suite of marketing software to increase cross-sell and up-sell opportunities across the association's more than 51m members.

Since deploying the smartFOCUS solution, AAA has seen a 50% increase in renewals in some segments. The association has also made improvements to its customer intelligence and business processes, which allows the company to easily measure customer engagement and customer value. The AAA has seen an increase of more than $1 million in incremental sales in just one travel campaign being run with smartFOCUS' application suite.

With smartFOCUS' software, AAA can better define data groups, profile buying and retention patterns. It is now able to determine which groups and individuals demonstrate an interest in particular offers, products and services. "smartFOCUS has given subscribing clubs more control over our marketing campaigns than ever before," said Daniel Mathieux, Director of AAA's MRM Action Center. "We can now look at the campaign's performance and refine future marketing based on that intelligence. And, with the modeling component, we can accurately predict how our campaigns will fare."

Chris Underhill, CEO of smartFOCUS commented: "Our partnership with AAA demonstrates the value that can be delivered from intuitive, easy-to-use multi-channel marketing software. By empowering its marketing teams with access to data, advanced analysis and customer insight, AAA has realized improved campaign results and business performance alongside a significant return on its investment in smartFOCUS."

[jeanesy] 27/10/2009 11:20

The price is holding remarkably steady despite the non stop selling by private investors. Perhaps there is a large buyer lurking?

[kirs] 05/10/2009 13:39

possibly a little better now the share price has dropped... More attractive now if 15p is the year end target.

[cocker] 28/9/2009 07:39

eps likely to rise to 0.14p per share now. lol

[masurenguy] 28/9/2009 07:12

RNS Number : 7273Z
smartFOCUS Group PLC
28 September 2009

smartFOCUS Wins Carnival Account

Britain's leading cruise line selects smartFOCUS as it develops CRM strategy to drive marketing relevance, effectiveness and return

smartFOCUS Group plc ('smartFOCUS' or 'the Company') (AIM: STF), a leading provider of multi-channel marketing software, has been chosen by Carnival UK ('Carnival') to implement, support and enhance Carnival's marketing campaigns across four key cruising brands: P&O Cruises, Cunard Line, Princess Cruises and Ocean Village. Financial terms were not disclosed. The selection of smartFOCUS is part of a new customer relationship management (CRM) platform being developed by Carnival, due to be rolled out in Jan 2010.

Carnival has selected smartFOCUS's marketing tools for high performance analysis of marketing data, which will allow in-house marketers to segment data lists, analyse results and produce relevant and detailed reports based on this data. Carnival will also use smartFOCUS to deliver campaign planning and management functionality so users can define the marketing campaign process and deploy data selections within structured repeatable marketing campaigns.

Nigel Esdale, Commercial Director Carnival explained why they chose smartFOCUS: 'We are committed to constantly evaluating our customer relationship strategies and implementing the most relevant and robust technologies. We have selected smartFOCUS for its powerful marketing solution, which will allow us to improve the targeting of our marketing campaigns, and enhance our overall CRM strategy.'

Chris Underhill, CEO, smartFOCUS, said: 'A company of Carnival's calibre and size understands the need for effective and targeted marketing to keep customers engaged, enhance loyalty and encourage repeat business. The relationship between a customer and a marketer is a valuable one and by selecting smartFOCUS, Carnival is demonstrating commitment to that relationship, its customers and its brand.'

[kirs] 25/9/2009 17:40

would still prefer to see if forecasts are going to rise. With 75% of the year gone they can predict 87% of their revenue..... Maybe they are not in a position to give further insight to their forward numbers.

[aim_trader] 25/9/2009 10:29

Thursday, September 24, 2009

SmartFOCUS swings to profits as revenues climb 13%, FY outlook upbeat

[aim_trader] 25/9/2009 10:28

Friday, September 25, 2009

smartFOCUS speak with Proactiveinvestors outlining future ambitions

smartFOCUS Interview 23rd September 2009 - Chris Underhill, CEO of smartFOCUS, talks about interim results that are ahead of expectations, winning customers with a very competitive product in the fastest growing part of the marketplace, growing revenues by 13% in six months whilst deferring revenue, delivering ongoing profits, £1.5 million in cash and no long-term debt.

[masurenguy] 25/9/2009 08:51

I have a modest position there.

[sawbones1] 25/9/2009 08:47

masurenguy are you in or out of sln?

[kirs] 24/9/2009 16:18

Lot of selling today - someone must be waiting to pick these up..... Maybe after today's drop, the PE is starting to look better.

Only thing that really concerned me was that Debtors have gone down substantially. Normally a good sign as the company become more efficient - and hope it is that, plus the company having less lumpy sales. But conversely it means less future cash. I am sure it is not an issue as they seem to have built up decent cash buffers - could be £2m by the end of the year?

Not sure they need to buy anything more though as they hint - making a good profit on what they have and paying a divi would not be the worst thing they could do to their share price.

[kirs] 24/9/2009 10:11

if they recognise revenue on a monthly basis, and have been winning new clients this year, then second half will have to be stronger - simple maths.

But not sure what anyone else was expecting - not bad numbers.

Nobody would by this on a PE of 14 for this year - it is next years numbers that you need to look at. A recurring model should grow profitability very quickly - so it is next years growth should be strong. Unfortunately next years numbers are very tame - I believe too tame - so they do not deserve a huge amount of support currently. Maybe they will update these soon - but an update should have come at the same time as these numbers.

Solid little business, needs a solution in a market where there is likely to be a lot of consolidation.

[masurenguy] 24/9/2009 09:27

Have to admit that I substantially reduced my position by 80% during the course of this week, at an average price of just above 14p and took profits, but am happy to hold the residual 20% for the longer term.

Todays results showed a good turnaround with SaaS obviously being well received. In the short term it is fully valued at the current price IMO but the longer potential still looks very good. Don't rule out the possibility of a bid for the company in due course which should attract a premium price !

[8trade] 24/9/2009 07:50

andrbea.

This stock is not cheap on those results, i know a company that delivered
a similar perfomance that is value a quarter of this.

[cocker] 24/9/2009 07:48

eps of 0.11p p/s. if they manage to increase eps by 90% in H2 then we would still be on a p/e of 14. High enough in my humble opinion.

[andrbea] 24/9/2009 07:41

well they've grown revenue & the cash pile during an economic recession, no mean feat as companies cut back on things like marketing software.


and 40 contracts won in H1, that's good going

[cocker] 24/9/2009 07:29

average and nothing more in my opinion.

[masurenguy] 24/9/2009 07:12

RNS Number : 5510Z
smartFOCUS Group PLC
24 September 2009

INTERIM RESULTS

for the six months ended 30th June 2009

smartFOCUS Group plc (AIM : STF) ('smartFOCUS', the 'Company' or the 'Group), a leading multi-channel marketing software group, announces its unaudited interim results for the six months ended 30th June 2009.

Highlights

Revenue grew by 13% to £5.6m (2008 : £5.0m)

Profit before tax (and non recurring costs) up £0.8m to £0.2m (2008: £0.6m loss)

Cash up to £1.5m (2008 : £1.1m), growth of 36%

Recurring revenue increased to 61% of total revenues (2008: 46%)

Significant new client wins including Sony, Betfair, Virgin Games, The Chartered Institute of Marketing and Dallas Morning News

Over 40 customer and partner contracts won in the first half

Diluted EPS 0.11p (2008: loss of 0.44p)

Commenting on current trading & outlook, Chris Underhill, CEO of smartFOCUS said: '2009 revenue visibility had risen to nearly 87% at the end of August. This, combined with strong second half trading and continued new business wins, supports the Company's confident 2009 outlook. smartFOCUS is well positioned for continued profitable growth both for the remainder of this year and beyond.'

[cocker] 23/9/2009 20:12

I'm not expecting any fireworks tomorrow & don't see the share price rising too much, even if things are mega rosy.Looks like Foresight have a exit price & could drag the share price for some time yet. There also remains the sheep following on the LSE board who could turn the share price into a quick riser or a bloodbath whilst trying to exit.Anyway, roll on 7am.