Aeorema Communications Share Discussion Threads

[daicaprice] 20/2/2015 12:43

Strange dip on buys but nice to see some interest.

DC

[smart_investor] 19/2/2015 09:18

Volume very low few in the past few days

Looks like we have found a base to work up from.

[old thumper] 18/2/2015 06:06

Trying to guess the forthcoming profit/numbers would be based on historic trends but the company is changing so any numbers could be wrong.

I take notice of MH's comments,

"It is imperative that we remain cautious and keep a tight rein on costs as there is still volatility in the market. However, whilst keeping this in mind, we see great opportunities ahead, as we build on the creative capabilities of our team and deliver unique products to create growth under strong leadership."

If these great opportunities come good any numbers are likely to be well wrong.

Lets see how things develop when the website appears and hopefully this will give us a better idea how the company is changing.

[ramas] 17/2/2015 23:10

A bit more positive from me I'm thinking lowball 2.5p eps and £1.3M free cash of which a penny dividend ... Subject to upside on any large deal win , contract - so excl cash that's a PE of about 8

[red army] 17/2/2015 22:16

I still think that the year end will be no more than £200k and cash £1m if we are lucky. Its already in the price that the second half is better than the first half of the year. Only sentiment will move this price in my opinion.

[ramas] 17/2/2015 18:30

Big buy in progress or mm playing games

[smart_investor] 17/2/2015 15:05

Ask just jumped from 35p to 38p

Delayed buy on its way???

[smart_investor] 17/2/2015 08:58

L2 Latest

15,000 34p SELL v BUY 34.5p 5,000

[smart_investor] 16/2/2015 20:46

Az4hrYou still didn't explain why director bought at 51p knowing of cancelled contract?I believe there is plenty plenty value in this stock at these low levels.So do those who bought today. More buys than sells.

[az4hr] 16/2/2015 18:09

Nice prediction smart investor

[ramas] 16/2/2015 17:35

Whoever paid 42p won't be too chuffed

[smart_investor] 16/2/2015 13:52

34p - 34.5p

Quiet here today

[smart_investor] 16/2/2015 09:55

The buys are coming in now.

L2 showing 1 mm on 35p

The next mm is then on 39p!

[smart_investor] 16/2/2015 07:43

Lets see if we can gain any ground on Fridays 30% down day

Think we should be back to 40's today

[smart_investor] 15/2/2015 19:00

AZ4hr

We had a cancelled contract and the director still bought at 51p

Explain that one!

Shows the value at this level when you can buy in at under 40p! Bargain

[az4hr] 15/2/2015 18:53

U will be reassured if the directors increase there stake to how much 70% 80% maybe 90% how much director holding will
Reassure u mr smart guy

[az4hr] 15/2/2015 18:52

R u for real ??? Never heard so much tripe

[smart_investor] 15/2/2015 10:57

"People are concentrating on the lost contract, that's history."Agree Thumper, hence the 30% drop we saw on Friday. The smart investors were buying this late on Friday in the 30's and will do so up until 45p to take advantage of the results news. I will try and grab a few more under 40p if I can.Anyone who has a longer investing time frame than the short termist 7 days can see this and should do rather well.Like I said earlier don't be surprised if we see some director being announced even if in small amounts. Also worth remembering I think the last director buy was at 51p in November.It's always nice to know and reassuring that directors hold a high percentage here and will always be working that bit extra harder when there is more at stake for themselves.

[az4hr] 14/2/2015 22:15

New contracts wat is the value of these contracts do u think these new contracts will be enough to make up the shortfall in the first 6 months

[agbad] 14/2/2015 15:07

Well said Thumper.

[old thumper] 14/2/2015 14:48

People are concentrating on the lost contract, that's history.

Why not think of the future, "We anticipate a stronger second half and are pleased to have added some new clients along with confirmation of our larger summer projects"

I remember a few years ago when Cheerful lost a client and the share price was in 8p area yet a few years later we hit 80p

Business goes forward not backwards.

[ramas] 14/2/2015 13:59

Project cancelled part and parcel of the media business , with a small company it's going to have an impact to upside as well as downside ... Likes of WPP of course it will be just noise in gigantic turnover

[az4hr] 14/2/2015 11:11

Any ideas as to why the contract go cancelled

[ramas] 14/2/2015 09:53

I must admit to an ever present concern of AEO being taken private but logically this doesn't stack up .... Rewarding performance of key employees, market valuation per OTs comments and not least it would take all of the free cash plus a bit to name just a few. Remember AEO still made a profit and accumulated more cash in the period, for me this is a setback and the saying ...buy when there is blood on the streets adage comes to mind ... An opportunity to buy at 34p I think even better than my original sub 20p buys given the progress. Of course there are frustrations like earnings visibility , new website which is hopefully pending , it's also time for some updates on the cheerful 21st brand. IMO of course

[old thumper] 14/2/2015 08:56

Interestingly yesterday circa 33% of the free shares went through the markets, not sure how to interpret that except important news can swamp the free shares.