Aegis Group Share Discussion Threads

[le mass du pap] 19/9/2007 14:46

Looking for the sector to break the down channel.....

[le mass du pap] 19/9/2007 14:07

Sector taking off.......

[le mass du pap] 19/9/2007 14:03

If this wants to track the sector so closely then it needs to catch up. We should be up around 127-128p......

[le mass du pap] 18/9/2007 21:20

So media is a consumer driven business. The more the consumer spends, the more the company has to spend on advertising etc. The crash in the share price of AGS was apparently down to the fact that the money-go-round was slowing, so advertising revenue would somehow follow suit(despite the companies reassurances to the contrary).
So the rate cut in the US should help AGS recover some ground over the coming days/weeks. Add to that the fact the BOE will probably cut as well in the face of benign inflation data and the apparent credit/mortagage/housing problems. Also, now the US has said it's okay to cut, our pathetic little poodle brained administration will have the green light they need to cut as well.
So we enter a period of lower rates again and therefore more business for Aegis. Can we now expect this share to get some life back into it?

[le mass du pap] 18/9/2007 20:12

Well every share on the planet will be up tomorrow with the Fed dropping rates 0.5% and the US flying. But who wants to bet that this hopeless load of shank either goes down or does nothing?

[le mass du pap] 18/9/2007 16:40

Look at the state of that....

[le mass du pap] 18/9/2007 15:11

Massively oversold. Compared to WPP, who it outperforms business wise, AGS's drops have been exaggerated to the extreme. AGS tracked WPP up to it's peak but since then has been savaged twice as bad as WPP. Now AGS sits where it did several years ago, whereas WPP is where it was(like most stocks) only last October!

[le mass du pap] 18/9/2007 14:41

Robert Lerwill, chief executive officer, said:

"Aegis Media and Synovate both continue to outperform, growing almost twice as
fast as their markets. New wins, our world-class digital credentials and highly
innovative work have put Aegis Media ahead. Synovate has had particular success
in winning business both globally and locally.

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

So they outperform the sector, are growing faster than the sector but....


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....are trading well below the sector. The stockmarket is anything but perfect, to put it mildly.

[le mass du pap] 17/9/2007 15:07

Could be bullish intraday...

[le mass du pap] 17/9/2007 14:05

According to the, quite frankly, ludicrously manipulated chart, we have hit bottom so time for a bounce of sorts at the very least.
7.5% down in 2 days, does that make sense? Of course not.


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[le mass du pap] 17/9/2007 13:51

Totally overdone.......

[le mass du pap] 17/9/2007 13:17

Been watching the trades over the last couple of days. Blocks of 10k and other conspicuous amounts suggest it has been shorted heavily. They will either have to close, which will make the price jump back up, or they are buying back in larger blocks when the price hits their target. Very depressing to watch, but the company is basically very good and once the panic recedes it should recover.

[le mass du pap] 17/9/2007 10:32

I should add that he would make a bid through Havas, if he does. It seems to me that some kind of corporate activity is inevitable at this rate. Bollore will not be happy with the performance of his investment, like none of us are, and he knows he will never get his men on the board. So on the bid front he has 2 choices. Firstly he makes a serious bid, Havas and Aegis "join forces" and he has control of his investment in his own hands. Or he makes a speculative bid, knowing it will cause a bidding war from WPP etc, he then offloads his shares for a nice profit regardless. His other option of course is to sell up which would cause a potential bidding war too, as stated by UBS in their last note as a viable possibility. One thing is certain, he will not let his investment slide any further and will be looking to act beyond the fruitless attempts to get representation on the board via a shareholder vote.

[le mass du pap] 14/9/2007 22:08

He's always said he wants to make Aegis and Havas "join forces". Seems he won't have a better opportunity than now if he wants to make a bid. He may decide that because the share price has gone nowhere, his only means of salvation is to buy it and do a better job himself, even though that's not usually his thing. Remember his average is 125.5p so this will hurt. He is meeting Robert Lerwill of Aegis soon in Paris, as stated by Lerwill himself............."to discuss the results". Not all they will be discussing imo.

[j tuwatmoya] 14/9/2007 21:32

what is bollore's financial situation like

[le mass du pap] 14/9/2007 20:43

Have they really achieved NOTHING in two years????????

[le mass du pap] 14/9/2007 17:46

8% down on the week!!! It's diseased.

Any ideas why.... considering the rest of the market ended so much better? nigel_man? Anyone?