Aeorema Communications Share Discussion Threads

[pj 1] 13/9/2017 10:32

That 'supportive' bit is a LOB, imo, corporate speak for 'cheerio and good riddance'

[tiswas] 13/9/2017 10:24

I would agree with that.

So, why have Peter and Gary sold their shares rather than be supportive shareholders. And at a recent low and at a big discount? Sounds like a major bust up.

More importantly, who has taken them and where do we go from here?

[pj 1] 13/9/2017 10:20

Maybe. But they also had no growth aspirations.

[tiswas] 13/9/2017 10:18

PJ1

Have you seen what the directors paid themselves? Certainly not much without the dividends.

[pj 1] 13/9/2017 10:16

Interesting

Could be the end of the ''lifestyle'' side to the Business

Maybe Rupert wasn't pleased?

[tiswas] 13/9/2017 10:11

WTF!




3426500 just gone through at 18.00!

Make of it what you will!

[tiswas] 22/8/2017 12:46

A bit of life in the old dog yet!

Anyone know Jonathan Hicking or whether he hangs out here? Still think directors should do the decent thing and put us out of our misery with MBO.

[ramas] 17/8/2017 18:15

For slumbering replace with profitable, nevertheless this has turned into an average investment instead of the blockbuster I was hoping for, but hey you never know where the winners come from , some disappointment here but success from others like Ithaca optimal and Angus. I think AEO need to continue experimenting and suspect they have missed a turn from the viral opportunities .

[clocktower] 17/8/2017 13:16

Still support in the stock I notice.

[clocktower] 17/8/2017 10:23

Seeing a couple of sells, I just wondered if you were still holding this slumbering events outfit, that relied on too few clients for its business ramas?

Every since they took on Steve Garvey the business went into decline, that was there first big mistake. At least they recognised that pretty quickly, as he went out the door sharpish. Still, the damage was done and while the share price has bounced once or twice on special dividends or news, the trend has been towards the target I set a fair while ago. Had it not been for someone building a re-portable stake,it would have no doubt slumped even lower.

Still if they take it private at some point there might be an upside but with them reviewing the dividend policy I doubt it would even be at a decent premium if at all.

[ramas] 07/8/2017 14:59

Ultra compelling value proposition balanced with fear of going private and locking in your cash is my one liner on AEO. Market cap of £900k if you strip out the cash and last statement suggests £200k profit for the year and probable but not guaranteed dividend.

[clocktower] 07/8/2017 09:39

Thread is as dead as the company at present it seems, so little news about contracts or anything exciting going on has done nothing for small stakeholders. The website seems to have nothing new posted since around May as far as a brief look appears to show.

Have they run out of ideas and lost when it comes to future planning?

[clocktower] 23/6/2017 12:24

Agreed PJ 1, it rather scotched my target of 20p but Hey Ho early days if RL stops adding and does not move above 7% it may well sink yet, unless of course another large buyer jumps in or they can release some better news before long.

[pj 1] 23/6/2017 12:11

I'm surprised the share price has held up as much as it has.

Rupert taking that stock certainly helped, or this would be a lot lower

[clocktower] 23/6/2017 12:05

Seems like to many parties and not enough profitable work, as the jump in the share price the other day was on next to no volume, and just gave false hope that life might once again have been seen.

Boredom no-doubt also setting in.

[clocktower] 22/6/2017 19:17

A decent size job but might take a while to see the profit as it is a year long job that started in April.
"
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[clocktower] 21/6/2017 12:33

Could this be lift off?

[clocktower] 30/5/2017 07:24

"As outlined in the Company's Interim Results in January 2017, it was anticipated that trading in the second six months of the year would remain challenging; this has proven to be the case"

Remember they said that once before and then, not long after made another announcement that they would exceed the figures by a fair margin. Will that occur again?

The worry going forward from June is that the Brexit issues will really be hitting the headlines and put potential clients to a mood of re-thinking their spending, which could make a huge impact on AEO.

20p and less on that news, then maybe MBO. After the dividend is announced expect the share price to dive is 1p as it could signal a possible future MBO once the share price slips, if higher at 2p I doubt they will looking at that option yet imo.

Good Luck.

[ramas] 30/5/2017 07:06

On the current earnings outlook I'd reluctantly say it's pe is about right considering the much raised concern over earnings visibility. If there is a large juicy deal in the wings then that's a different matter. I am also inclined to think a smaller dividend of a penny would be in order , this way the cash buffer is retained , indeed increased by £50-£100k. MBO / private is an option but they would never be able to return to market, depends what Rupert might have in mind should he be an activist ? They still have the potential to transform into a serious ATM machine BUT need some gentle redirecting to realise this.

[tiswas] 27/5/2017 12:26

Am I the only one that thinks the numbers are incredibly tempting for a MBO? The question would then be do they steal it or pay a fair price, and what is a "fair" price?

[pj 1] 27/5/2017 12:07

Any dividend will be subject to how they see the outlook. As they have reported challenging conditions then its wise imo to assume those challenging conditions are to last for at least another 6 months, and even a year.

It would therefore be prudent to conserve all cash.

Off course there is the chance they do see some positive conditions ahead. But as per usual with AEO they leave Shareholders totally in the dark.

[mark1000] 27/5/2017 00:08

Given they make 200K they will pay a 1p divi - probably managing expectations - some expect zero divi so when 1p turns up folks are happy. May be the new divi policy 50% retained 50% reinvested the staff have to see that the company is more than a cash cow for shareholders that the business intends to grow and develope otherwise staff may not see a future. BWTFDIK.

[boffster] 24/5/2017 16:32

Considering the large cash balance though, its really only valuing the business at about 10p/share.

[clocktower] 24/5/2017 07:20

Nice to see your heads popping up, I was waiting for the comments but as least they are still making a profit of at least £200k.

[ramas] 24/5/2017 07:04

Seems to retain a rolling pe of 10-12.