Aeorema Communications Share Discussion Threads

[clocktower] 18/7/2019 07:04

Class results but how much PI`s will be rewarded is another matter. I expect directors will take the jam and cream but leave the butter for the peasants.

Good Luck but well done.

[babbler] 18/7/2019 06:39

shhhhhhhhh!!

[michaelmouse] 18/7/2019 06:33

AEO exceeds profit expectations:-



Revenues £6.7m, profit £350,000, strong cash position and full year dividend. Market cap. currently £2.35m.

P/E less than 7.

[ramas] 21/6/2019 07:03

Just a sideline follower of AEO these days , as you all know once upon a time I had high hopes for AEO and made a few quid but not as much as was possible. What I think we have here now is a listed company for client credibility and a flawed exit path for directors remuneration. I do think we are now seeing evidentially there is no intent to share rewards with pis register but rather with the working directors via options and salary remuneration , I'm not sure what Mike Hale makes of this ? Add in the real risk of going private creating illiquid capital and I just can't invest in size here. Personally I think they were ahead of their time in earlier ventures and subsequently missed the boat when the likes of you tube went critical mass. IMO of course

[clocktower] 14/6/2019 07:40

So noses in the trough again, over 1 million options still outstanding, but why not set the target well above 26p as this stock was around £1 a few years back.

While they are increasing turnover, the profits from those contracts are being reduced, as they only expect profits to be in line with market expectations.

What one needs to concern oneself with, is the future - if they are increasing the amount of work they undertake but at lower margins, I suggest it is likely that their cost base will rise and profits shrink going forward.

[michaelmouse] 16/5/2019 13:55

Excellent trading statement this morning. Following the interims the market had priced in a "big miss" on expectations.

Not so. Record revenues have exceeded market expectations, and profit is broadly in line. Well done to their team! Strong cash and intention to pay another full year dividend. :)

[clocktower] 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?

[tiswas] 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?

[clocktower] 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?

[sparky333] 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.

[bigfrocks] 07/12/2018 12:14

Great agm good to meet you yesterday tiswas

[clocktower] 07/12/2018 12:09

Nice buys on the back of the AGM it seems - chart looks good.

[cheshire man] 28/11/2018 11:08

AGM 6th Dec. so may have an update then,,,,thanks for taking the time to post that isf7boa,

[tiswas] 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.

[isf7boa] 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.

[tiswas] 28/11/2018 08:44

Anyone see them at Mello?

[advfn_sales] 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.



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.

[blenny2] 19/11/2018 10:37

What happened to 4205 ?

[davidosh] 18/11/2018 22:28

Here is the full two day programme schedule for MelloLondon including Aeorema



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...



See you there.

[tiswas] 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?

[clocktower] 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.

[tiswas] 09/11/2018 12:04

I assume people have seen the Allenby note?

hxxp://www.allenbycapital.com/research/research-aeo_3_3291325889.pdf