Twenty Plc Share Discussion Threads

[hugothesecond] 27/2/2009 22:33

More director buying this week, very little free stock available.

Once news filters out this will rise quickly.

[kirs] 07/11/2008 09:30

this looks priced to fail....

[hugothesecond] 12/7/2008 17:55

Director buying 3% of company in recent days to lift stake to 13% is a strong sign of confidence.

With encouraging order book, recent fall look overdone to me and obviously to the chief exec !

[motivetv] 30/10/2007 10:00

Level 2 1 v 1.

looks pretty strong, nothing moves this and great news yesterday.. Time to start climbing back above the previous highs.. 20p here short term ,,, easily.

[motivetv] 30/10/2007 09:39

looks like we will see urther increaes today.. first buy just through and online limits very tight.

[sandraabc] 29/10/2007 14:05

Just moved up, can see TWE creeping up nicely..not many available online.. i bought some this morning.

[motivetv] 29/10/2007 08:58

excellent news this morning, these should start ticking up nicely now.

[motivetv] 29/10/2007 08:57

Twenty CONTRACT WIN




RNS Number:4550G
Twenty PLC
29 October 2007

FOR IMMEDIATE RELEASE 29 OCTOBER 2007

TWENTY PLC
(AIM: TWE)

CONTRACT WIN
#550,000 worth of contracts secured with Luminar Leisure plc


The Board of Twenty plc ("Twenty" or the "Group"), the AIM quoted integrated
marketing solutions provider, is pleased to announce a new contract win with
Luminar Leisure plc ("Luminar"), through its subsidiary Dataforce Group
("Dataforce").

Dataforce is the UK's leading integrated marketing services provider, and was
the first acquisition made by Twenty in 2006.

KEY POINTS

* Luminar contract valued at a minimum of #400,000pa;

* Further contract with Luminar of #150,000 for Direct Mail fulfilment; and

* Today's win complements Dataforce's growing portfolio of blue chip clients,
and reaffirm the strength of Dataforce's brand in the market.



Terms

Luminar Leisure ("Luminar"), the UK's largest nightclub operator, incorporating
the brands Lava, Ignite, and Oceana over 103 outlets, has appointed Dataforce to
host and manage its database. Dataforce will also deliver an integrated
marketing platform to increase the effectiveness of both the central marketing
team and the campaigns of the local marketeers. The contract, which is initially
for one year with an option for extension, will generate #400,000 per annum for
Dataforce in addition to the provision of Direct Mail fulfilment of #150,000.

Ian Lancaster, CEO of Twenty, added: "We are delighted to be working with
Luminar on this project. The strategy of building a marketing services group
with data intelligence at its heart through a combination of organic growth and
selective acquisitions remains at the forefront of the Board's plans for
Twenty."


---End---

[k123] 19/9/2007 09:31

What next?

[mangal] 28/5/2007 18:51

The warrants of these are listed here:

[smudge821] 10/5/2007 11:36

That is how I understand it. Bought in yesterday & expect payment 1st June.
I guess it depends how quick the 'register of members' gets updated. I am new to this game and still learning so could be wrong!

[rkjones] 09/5/2007 09:20

The last RNS on the dividend payment states that shareholders on the register as at 18 May will be eligible to receive payment. Does this mean that if I buy today I will qualify or is this a typo.

[bert23] 02/5/2007 09:51

tipped by UKMicrocap and published on UK analyst email - hence the rise today. Have dipped toe in but trade still not showing.

looks very interesting. I like these aggregator models in fragmented markets.

UK Microcap target is one year 40p, 75p in 3 years.

Management heavily incentivised with 20p warrants when price reaches 40p.

expect sales in 2008 of £23m, gross margin 50%, PBT of £2.3m

against current market cap £8-£9m. Prospective looks cheap.

[staymour] 19/4/2007 16:16

Hi guru,

didn't catch that article, but certainly the price reaction to what seem like pretty good results is a bit muted :-)

[guru11] 17/4/2007 15:23

Investors Chronicle comments appeared to be a bit muted !!
not over enthusiatic.

[staymour] 28/3/2007 12:45

Hi RKJ,

Lol, if only I were!

Are you in this one? Results were for nine months of the operating unit acquired last year. So a creditable result.

But DW above did mention the full share base point (48m) which will obviously affect the next eps.

None the less if they have good trading and with a full year's operations then this seems like a very good prospect.

All in my opinion of course and hopefully some more director buying will back that up. :-)

[rkjones] 28/3/2007 11:48

Truly prophetic!! Staymour.

[staymour] 27/3/2007 08:57

Interesting point DW. I think that he had to restrict himself to comments on the actual PBT in point for the period. But what a difference it would make if we could consider this a straight 9/12 months pro-rata!

Forward looking pointers were fairly vague but it is interesting to note that the trading update re decreased annualised base revenue was not repeated.

All in all I think that I will sit on my holding and await developments.

I have a feeling that we may see some director buying in the not too distant future.

[deswalker] 27/3/2007 08:34

Make sure you allow for the extra shares in issue, the debt and the iffy trading statement back in Jan.

Also, why do they descibe themselves in the text as a company with annualised OP of 900k when they actually made an annualised OP this year of 12/9 * 1.095 = 1.46 mill. Is this a mistake in the text or a subtle attempt to flag up this year's expectations in accordance with the trading update. I interpreted it as the latter and decided to pass for now.

[theophilus] 27/3/2007 08:22

HIGHLIGHTS

*Revenue growth of 18% year on year in Dataforce;

*Operating profit increase of 53% year on year in Dataforce;

*Earnings per share of 1.96p basic and 1.96p diluted (2005: loss per share
1.52p basic and diluted)*;

*Acquisition of Emaginating Limited, a company that integrates and models
customer and geo-demographic data, for a maximum consideration of #85,000.
The acquisition was completed on 19 December 2006 and had little impact on
the 2006 results;

*Dataforce restructured to align the business to key vertical sectors and
provide a foundation to support future acquisitions; and

*Senior management team strengthened.

------------------------------------------------------------------------------

So this would give a PE of just over 6.

Interesting!

Cheers

Th.

[purple] 24/11/2006 09:36

Anybody know when the company will make the next aqusition?

[stemis] 08/11/2006 16:48

According to the interims

If the acquisition (Dataforce) had been completed on 1 January 2006, total Group revenue for the period would have been £10.72m and profit for the period after tax) would have been £0.55m.

On an annualised basis that's turnover of £21.44M and post tax earnings of £1.1M. Puts Twenty on a P/E of 7.0.

Furthermore

.....Both of these accounts (Cancer Research and The Mint Office) are complex multi service CRM projects, which required one off investment during the implementation stage. This cost the business circa £0.22m, and due to its operating nature has been fully expensed during the period.

So underlying performance was even better.

On the back of these the broker forecast looks low (PBT of £1.01M).

On the down side have to wonder about visibility and how recurring is revenue stream. Company doesn't have much cash for acquisitions so paper is going to be used. Worth further investigation though.

[tiltonboy] 07/11/2006 16:02

I met the management today, and will monitor for the time being, but it does look interesting.

tiltonboy

[nurdin] 27/10/2006 13:39

This hasnt gone anywhere for a while and suddenly bang..a 100k buy.I just read the interims again and this stands out for me:

''The Dataforce business, with 600 staff and annual revenues of circa #19m,
provides the platform from which Twenty is executing its strategy of developing
a marketing services group centered around the provision of data analysis
combined with the provision of a multi channel marketing services platform'

And the current market cap? Just £8m!

[nurdin] 19/9/2006 13:32

yes looks a very exciting stock...am in today