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STF Smartfocus

24.625
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Smartfocus LSE:STF London Ordinary Share GB00B02RFJ21 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 24.625 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Smartfocus Share Discussion Threads

Showing 1101 to 1125 of 1150 messages
Chat Pages: 46  45  44  43  42  41  40  39  38  37  36  35  Older
DateSubjectAuthorDiscuss
10/2/2011
15:01
.....and CLL for you sir :)
santangello
10/2/2011
14:26
>santangello.Thanks and here is one for you to research rgo.
ltinvestor
10/2/2011
13:38
Very wise Itinventor. These are a HUGE holding in my Portfolio. A solid investment, with huge upside (even a bid?) and no downside I can see.

Good luck.

santangello
10/2/2011
12:47
>santangello.That was me buying 100k, having researched the sector.I am a long term holder of stocks so do in depth due diligence and research before buying.I shall continue to monitor and will increase my holding in due course.
ltinvestor
10/2/2011
11:48
Lots of multiples of 25 buying 'stolen' at these levels........
santangello
03/2/2011
20:58
Thanks for sharing that tole.....

Another good reason for why these are my largest holding in my Portfolio.

santangello
03/2/2011
13:43
Talking of preditors and speculation here of takeover potential.. noticed a nice read on SmartFocus over at Hargreaves Stock Hunter newsletter dating back late last year that is worth a look over..

https://www.h-l.co.uk/__data/assets/pdf_file/0004/4812907/SHU_031_OCT10.pdf

"aside from positive results, a mid August 2010 move to acquire US peer Unica by global computer giant IBM, has also raised potential takeover speculation for smartFOCUS. IBM is offering to pay $480m for Unica, four times its forecast sales for the current year. This compares to a multiple of nearer 1.0 times, when dividing the stock market valuation of smartFOCUS into its projected sales (£13.63m) for the current full year."

"a favoured corporate strategy for growth in the current challenging environment is often to attempt to grow market share, a strategy which normally relies on extensive marketing programmes, whilst the steady move to online communications should continue to work to the company's long-term advantage. Finally, with corporate cash balances rising, speculative hopes for takeover activity continue to persist."

tole
27/1/2011
21:30
I think the technical significance of today was no selling at all.

'Proper, value investors' remain nicely positioned in this little treasure. They will be rewarded with steady share price progress, a re-rating and it is all but certain further investor's will climb on board following this trading update, and the Investor Day to come.


A lovely situation to find ourselves in.

(........and preditors perhaps???????)

santangello
27/1/2011
19:35
Arbuthnot maintain Strong Buy recommendation.
No adjustment to current year until they meet with management and showcase of STFs new products.

Regards
GHF

glasshalfull
27/1/2011
10:29
With a Market cap of only 15.28m approx and a PE 53.33 fill your boots they are a preditors dream Company IMHO.
dealit
27/1/2011
09:33
Just caught sight of the announcement which is very pleasing. Strong trading, further business wins and confident outlook.

Ideal.

Regards
GHF

glasshalfull
27/1/2011
08:58
They seem to have a lot of business wins plus projects in the pipeline, sounds like an exciting growth company to me
owenski
27/1/2011
07:57
Reassuring, solid and impressive.

That'll do for me.

Investor day should increase exposure too. Lovely.

santangello
27/1/2011
07:31
TRADING UPDATE


The Board of smartFOCUS ("smartFOCUS" or "the Company") (AIM: STF), a leading provider of multi-channel marketing software, is pleased to announce that its results for calendar year 2010 are expected to be in line with market expectations in accordance with its previous trading update in October 2010 which increased market expectations for the year ending 31 December 2010. Preliminary results are expected to be announced around the last week of March 2011.







Continued Progress on winning new accounts and U.S. partners:



In addition to showing continued progress in its UK operation as reflected in its previously announced customer wins such as with lastminute.com, LK Bennett, Betsafe and others, smartFOCUS showed continued growth in its U.S. operations with the signing of a record number of new partners, such as The Wheaton Group, Redirect Relationship Marketing and Relevate. smartFOCUS also saw continued progress in its traditional NewsMedia vertical, with wins at Florida Times, The Day and a significant enterprise deal with one of the world's largest media conglomerates.



Investor Day:



smartFOCUS previously announced an Investor Day to unveil its new technology. The Investor day is being rescheduled to coincide with the release of its preliminary results enabling investors to receive both a business and technology update at the event. Interested parties are also welcome to view smartFOCUS' new marketing technology at the upcoming TFM & A show at Earls Court in London, on March 1 and 2, stand number E 16.



Curt Bloom, Interim CEO, commented:



"2010 continued to show growth in all geographies and segments of our business. Our recurring revenues remain strong enabling us to move forward with a predictable and dependable business model behind which we are able to invest in new opportunities and at the same time deliver our customers and investors the results that they expect."

dealit
24/1/2011
12:00
Expecting positive developments during the next fortnight.

Trading Statement any day and this will be coupled with an Investor Day input a week on Wednesday. Should the timing of both events be seen as a bullish move? Looks like the shareprice is voting....

Regards
GHF

glasshalfull
21/1/2011
11:18
......crikey....hope I haven't prodded Mr 25k buyer with a stick....he's now buying in 50k lots lol...

15p about to be taken out?

santangello
21/1/2011
10:54
Is that you picking up lots of 25k buys GHF?????

If not, someone is VERY keen........seen that kind of 25k buying here before.....and it was rewarded..............

santangello
20/1/2011
18:11
Me too GHF, I am constantly adding.

Any day now for the T/U.

santangello
20/1/2011
18:11
Me too GHF, I am constantly adding.

Any day now for the T/U.

santangello
20/1/2011
16:45
I continue to add here per posts 205 & 207 which highlight the pricing discount of STF in comparison to their peers takeout prices.

Worthwhile also to look at the current valuation attributed to Alterian (ALN)

Arbuthnot estimate 20p based on 1.2 EV/sales valuation and I note that Finn Cap have 21p target based on a 1.3 EV/sales valuation....It looks like Alterian (ALN) are currently sitting on a EV/sales above 2 compared to STF's current EV/sales ratio of approx. 0.85

I'm certainly looking forward to their trading statement.

Regards,
GHF

glasshalfull
17/1/2011
17:05
Nice 100k buy today.

T/U anyday now.

santangello
14/1/2011
09:42
Santa - the A - you sound like you are inside....?
kirs
13/1/2011
20:36
I added another 25k today,and the 'A' should be appearing in the Flag column any morning now on Monitors.........

Not taking much to move the share price now, and still hideously cheap imho.

Thanx GHF....

santangello
13/1/2011
20:18
Hi Kirs,

Yep, perhaps a stretch to believe a take out of 34p at this stage but I've not made up any of the info on take out multiples of the 3 peers...I've provided links to each deal.

Take the Portrait Software take-out....£44.4m.

For the financial year ending 31 March 2010, Portrait reported revenue of £15.9 million (2009: £14.4 million) and profit before taxation of £1.1 million (2009: loss before taxation £3.1 million). As of 31 March 2010, Portrait had total shareholders' equity of £5.5 million (2009: £3.5 million).  Portrait is listed on AIM.

I'm sure you'd agree that these figures aren't too disimilar to STF and it went for £44m.

What it highlights is the current EV/sales multiple of 0.85 is too low. Arbuthnot reckon multiple of 1.2 more realistic which equates to a target price of 20p.

Thought it worthy to flag as it may generate some debate and help concentrate minds.

FWIW I've picked up a few more.

Regards
GHF

glasshalfull
13/1/2011
19:20
GHF - nice maths but not sure anyone would pay £33m for a company with £13m of sales of which 70% are recurring. It would have to be highly strategic or severly overbid. SF are a small player in the marketing space - depends on how advanced their software is compared to the competitors...

You may be right - but seems a long stretch...

kirs
Chat Pages: 46  45  44  43  42  41  40  39  38  37  36  35  Older

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