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Share Name Share Symbol Market Type Share ISIN Share Description
Aeorema Comm. LSE:AEO London Ordinary Share GB00B4QHH456 ORD 12.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 27.50p 26.00p 29.00p 27.50p 27.50p 27.50p 0 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 4.8 0.1 0.6 49.1 2.49

Aeorema Comm. Share Discussion Threads

Showing 4951 to 4974 of 4975 messages
Chat Pages: 199  198  197  196  195  194  193  192  191  190  189  188  Older
DateSubjectAuthorDiscuss
25/3/2019
07:57
Disappointing to say the least. Its not just the figures or the increase in costs due to recruitment - its the increase in salaries. Are the directors starting to milk it?
clocktower
06/2/2019
17:00
My error - "without" amended. At least we have established that you are still following tiswas. :-) Nice tick up. Will we see it back towards 50p soon?
clocktower
06/2/2019
16:29
This thread used to be so busy but what went wrong? Today's RNS about another increase in holdings, makes you wonder how low the share price would have been with this level of support. The company website shows little change over the past couple of years, so what is going to bring this stock back to life? ct So you are wondering how low the share price would be if nobody was allowed to buy them?
tiswas
06/2/2019
16:02
This thread used to be so busy but what went wrong? Today's RNS about another increase in holdings, makes you wonder how low the share price would have been without this level of support. The company website shows little change over the past couple of years, so what is going to bring this stock back to life?
clocktower
23/12/2018
12:20
Initiative Q is an attempt by ex-PayPal guys to create a new payment system instead of payment cards that were designed in the 1950s. The system uses its own currency, the Q, and to get people to start using the system once it's ready they are allocating Qs for free to people that sign up now (the amount drops as more people join - so better to join early). Signing up is free and they only ask for your name and an email address. There's nothing to lose but if this payment system becomes a world leading payment method your Qs can be worth a lot. If you missed getting bitcoin seven years ago, you wouldn't want to miss this.Here is my invite link: https://initiativeq.com/invite/ysfoTKwF2This link will stop working once I'm out of invites. Let me know after you registered, because I need to verify you on my end.
sparky333
07/12/2018
12:14
Great agm good to meet you yesterday tiswas
bigfrocks
07/12/2018
12:09
Nice buys on the back of the AGM it seems - chart looks good.
clocktower
28/11/2018
11:08
AGM 6th Dec. so may have an update then,,,,thanks for taking the time to post that isf7boa,
cheshire man
28/11/2018
10:34
isf7boa Many thanks for that comprehensive summary. I would be happy with a 50% revenue increase after years of stagnation never mind tripling. If they get it right this share is very undervalued.
tiswas
28/11/2018
10:07
Yes, Steve Quah and Andrew Harvery gave a good pitch I thought, focusing on the existing business. First time I have seriously looked into this outfit. Andrew talked about how they had reset the organisation since the two founders left. Held onto current talent and were able to buy in senior hires Julian Staveley (experiential???) and Simon Baird (creative). They have had an 80% pitch success rate over the last year. They are depending on Julian to open up new clients in the media business particularly in US. They met with a few new potential leads in Manhattan recently. They are starting to see the benefits of Julians contact book and approach already. They hope to be able to officially update about these new clients before Q1'19. There client base is media, professional services and telecoms. Few key clients. Steve talked about Cheerful Twenty First big ticket hosted events, showed video sample of the "experiential events" they run for Vodafone, KPMG and Dmexco - "large tentpole events". There biggest tentpole event is the Cannes Lions event which they have been involved in for many years (last year for Sky party), and have good contacts in Cannes. They are now going after the Mipcom event there. All their sets for these tentpole events are made in Poland. They provide turnkey solution for the planning, setting, organisation, logistics, guest hostpitality, transport, food, entertainment Recent job they have is for new client Samsung Ads. They have strong pipeline with three month lead times. They tend to pitch for one job at an organisation and then get asked to get involved in other projects/events. Michael Hale focused more on the buy and build angle. That could be buying in more creative talent. No more senior hires currently in the pipeline. He discussed the recent results and emphasised cash position and no need for extra equity funding. They think though they could triple revenue with the current management team. Question about how to retain talent in competitive market - Current talent tied in with options (need to research this area more). No current acquisitions fit his valuations model. He mentioned about his recent share purchases. Steve, Andrew, Julian and Simon are obviously key to pushing the organic growth. I think Steve and Andrew have been with the organisation for a while and was impressed with their vision. Must say muted response from attendees, but I want to find out more and keep this on watchlist.
isf7boa
28/11/2018
08:44
Anyone see them at Mello?
tiswas
21/11/2018
16:40
Here is your chance to meet with Aeorema Communications: Using this unique discount code, ADVFN25, you will be able to get £25 off at Mello London 2018, a 2 day investor conference from the 26th – 27th November 2018 at the Clayton Hotel, Chiswick, London. Http://melloevents.com/mello-london/ Tickets are normally priced at £99 for two days and £79 for one. Type in ADVFN25 as the discount code. Many Thanks and take advantage of this premium offer. See you there.
advfn_sales
19/11/2018
10:37
What happened to 4205 ?
blenny2
18/11/2018
22:28
Here is the full two day programme schedule for MelloLondon including Aeorema Http://melloevents.com/wp-content/uploads/2018/11/MT16.11v2.pdf It is jam packed full of about 75 company presentations, lots of top quality speakers and panel sessions plus workshops to help with investment style and techniques etc. The pre event fun starts on the Sunday evening with a dinner and investor quiz hosted by John Lee but the main conference begins on Monday 26th November at 9am through to Tuesday 27th in the evening so do come and join us as there are still 97 tickets left... Http://melloevents.com/mello-london/ See you there.
davidosh
09/11/2018
13:44
Otherwise the report seemed very cautious to me. I am hoping that I will learn more about growth prospects at the AGM.
tiswas
09/11/2018
13:43
I am just trying to get my head around this comment but I am a bit fuzzy today, more than usual. The shares trade on a 2019 EV/EBITDA multiple of just 3.3. A more appropriate multiple of 7 x would imply a share price of 37.5p or 44% upside from the current price. Would more than doubling the ratio from 3.3 to 7 not give more than double the share price?
tiswas
09/11/2018
12:19
Thanks for posting that tiwas - I had not noticed it before. Only thing is that due to the timing of the cash flow, the amount in the bank will as they suggest have dropped to around £1 million by now, and if there were not an influx of new contract early next year, I guess this could suffer and drop quickly. Other than that concern and the reliance of a few large clients, it all looks good imo.
clocktower
09/11/2018
12:04
I assume people have seen the Allenby note? hxxp://www.allenbycapital.com/research/research-aeo_3_3291325889.pdf
tiswas
08/11/2018
09:15
Don't buy any shares then.
michaelmouse
08/11/2018
09:13
Well maybe, but it does not fit at all with me when a Chairman dismisses setting financial targets and allowing extremely high incorrect figures to be out in the Market, as '' we don't get involved in that Rubbish''. He also did a very quick and impressive disappearing act after the meeting. I apologise for the repetition as I know a number of very respected investors are in here, but his then negative and dismissive attitude has stuck with me.
pj 1
08/11/2018
09:05
Hale owns 19% of AEO so he is the largest shareholder. Somebody who owns 19% definitely has shareholder interests at the forefront of his/her mind.
michaelmouse
08/11/2018
08:47
I well remember Hale being very dismissive of shareholders in the 2014 AGM, and that has stuck with me since, I'm not sure I trust him. The 2 founding Directors who left had the same attitude.
pj 1
08/11/2018
08:17
The one thing in the accounts that surprises me, is the increase in R.Owen`s salary. I am surprised they have even kept him on the board, in view of what nico115 has had to say about his dealings at USG. If I had been him and nico115 had stated what he did, I think he would be in his rights to pursue him if the facts stated were false. Maybe the board here are not aware of the allegations but if they are surely it cannot be good for the companies reputation.
clocktower
07/11/2018
17:31
I'd agree with your initial share price target tiswas. hTTp://michae1mouse.blogspot.com/2018/11/how-much-longer-can-aeo-be-ignored.html
michaelmouse
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