Aeorema Communications Share Discussion Threads

[garbetklb] 03/1/2024 23:09

With a 20% ish spread, the company ought to be able to estimate how much the market maker(s) have taken in ££ over a period. And maybe talk to their broker about how to reduce that?

[davidosh] 29/12/2023 14:55

It is not on a high rating though and about a third of the market cap is cash. Add to that the amount of costs taken up front ahead of the additional work they seem confident they will have in 2024 and the earnings should be significantly higher next year.

[clocktower] 29/12/2023 13:40

It's been an impressive performance but the ceilings not glass.

Good Luck.

[davidosh] 29/12/2023 11:43

Such a crazy 20% spread at 85/105

That just kills any interest in the company and all MMs should be forced to offer NMS at a spread of maximum 5%

It is killing the small cap market

[tiswas] 29/12/2023 11:09

Well, all credit to management for making such great progress this year.

Not so much the share price which opened the year at 75/85 and closed at 85/105, assuming no bid in the next 40 minutes!

[boffster] 21/12/2023 11:17

Ex dividend today.

[janeann] 20/12/2023 15:50

Spreads pretty evil tho.... 1.001 to 112 - theyre having a laugh

[davidosh] 20/12/2023 13:27

This company has certainly been the star of the show at the Mello London investor event and now up nearly 60% since their presentations only three weeks ago

[tiswas] 14/12/2023 15:15

Anyone go today?

What was resolution 3 that someone seemed to have a problem with?

Thanks

[davidosh] 04/12/2023 10:35

Now up 20% since presenting at Mello. Will the seller return or are we set to break through £1.00

[davidosh] 02/12/2023 00:22

I prefer this thread with all the charts.

A number of companies benefitted from meeting investors at Chiswick and Aeorema was certainly one of them.

How many of you attended the presentation and what were your favourite takeaways?

I certainly like the potential in the US and the fact they could add 50% to revenues with no further additions to headcount which should really help margins if costs have been taken upfront

[simso] 01/12/2023 08:07

AEO were excellent at Chiswick. A Steve Quah and Andrew Harvey double act, they are natural presenters as you would expect given what they do. Standing room only for their second slot, and the shares did respond a bit!

[nico115] 23/11/2023 13:22

Will it be recorded ?

[melloteam] 23/11/2023 11:22

Aeorema will be one of the companies presenting at MelloLondon. The event will take place at the Clayton Conference Centre, Chiswick on Wednesday 29th and Thursday 30th November. The event will have keynote speakers such as Lord Lee; Katie Potts; Christopher Mills; Gervais Williams; Andy Brough; Richard Crow and many more!

Aeorema will also be discussed on the BASH (Buy, Avoid, Sell, Hold) panel.

For the full list of companies and speakers, click here:

Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

For more information, visit

[davidosh] 17/11/2023 23:44

Aeorema are at Mello London on the Thursday 30th November along with some outstanding keynote speakers and panelists.

There are lots of other interesting companies on both days and well worth a visit.



If you have never been before to one of the conferences and would like a complimentary ticket there are a handful available via Twitter

[hydrus] 14/11/2023 07:49

Great results, particularly revenue generation and they have said before profits should follow after investment. However the bit I was concerned about was a B2B slowdown and that seems to be a potential issue in the outlook:'We believe that this provides the potential for our 2024 financial year to be another record year for the Group, albeit one which we expect will be heavily weighted towards our second half as many brands are delaying projects and pushing them into the first half of calendar year 2024; the second half of our financial year.'Delayed projects can turn in to cancelled projects

[daicaprice] 14/11/2023 07:47

Nice results, nice divi.

DC

[hydrus] 23/10/2023 14:06

Very illiquid stock though Davidosh - few buys and it will be back up. Only thing worth noting will be latest trading which I guess will be reported on in the final results. I'm not predicting it will be poor but I'm just a little risk averse in these nanocaps exposed to cyclical business in the current environment. Best of luck.

[davidosh] 23/10/2023 13:28

You seem to have started a ripple effect or stops hit.

[hydrus] 23/10/2023 10:16

I like this company but I've sold out at a 15% loss because I think the business environment might be stacking the odds against it currently. TMG update today makes it sound as if discretionary B2B spend has suddenly dived and I don't fancy sitting on a huge loss here for a few years if there is a deterioration here. Not quite the same as the balance sheet is so good but still the market is very unforgiving at the moment. I'll keep watch and see how the business progresses as it's well capitalised and seems to have something going for it. Good luck to holders.

[melloteam] 13/9/2023 12:17

Just to let shareholders and prospective investors know that Steve Quah, CEO of Aeorema Communications Group PLC, will be taking part in the new series on MelloMonday, the Directors Hot Seat, on Monday 18th September 2023. Questions from the audience are welcome.

The event will also feature a company presentation from Manx Financial Group as well as an interview with Judith MacKenzie, Fund Manager at Downing LLP.

There will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.

Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

For more information, click here:

Mello Events have many events coming up over the next few months, check them out here:

You can get 70% off their Oct- Nov 2023, giving you access to all events until the end of October (at least 9), as well as the archive events and exclusive partner discounts! Use code NOVAP70

[acuere] 25/7/2023 10:17

Yes it needs further explanation. Nonetheless a 60% increase on last years record revenues is impressive and it easy to see further growth as the company is clearly highly rated. I’m assuming wage inflation is an issue at present and if you want to hang on to quality staff ……
Still a company with a market cap of £7.4m backed by cash of £2.4m and making nearly £1m PBT does not look overpriced to me.

[daz] 25/7/2023 09:51

A question to ask at the presentation tomorrow

[davidosh] 25/7/2023 08:32

At first glance these are a little disappointing as a revenue increase of over 60% has only generated a 12% increase in profitability although clearly plenty of positive words and investment for the future with key hires etc