Centaur Media Share Discussion Threads

[redwing1] 12/12/2024 09:27

Weren't they the ones waxing lyrical about how good Swag Mukerji was supposed to be?

[eezymunny] 12/12/2024 08:40

A Harwood shake-up or break-up coming by the looks.

[eezymunny] 10/10/2024 09:53

I suspect The Lawyer alone is worth the current market cap at 25p/sh. Some other good bits and some bits where costs out of synch with current biz levels. Malaise in UK small caps might leave it down here for a while I suppose but for the patient, this looks a decent entry...

[flyer61] 02/9/2024 08:00

I wonder just how big the seller is here as still available in large amounts at the bottom of the spread.

[chrisdgb] 20/8/2024 08:30

Surprised the Downing overhang could not have been done with some friendly holders.

[flyer61] 19/8/2024 15:38

Seller still about. Could buy a large amount at the bottom of the spread.

[weatherman] 03/8/2024 12:38

DSM selling down their stake - CEO bought some.

[flyer61] 26/7/2024 07:23

interesting weatherman.....sold over a couple of weeks. I wonder how much that has weighed on the share price given the illiquidity.....

[weatherman] 26/7/2024 06:48

Exercise of options, some sold for tax.

[flyer61] 25/7/2024 15:37

Added today....taking the loooonnnnngggg view!

[weatherman] 24/7/2024 09:14

Edison has note - positive for recovery.

[flyer61] 20/6/2024 15:15

So where is this up to? One minute it jumps 50% on PE interest the next it has given it all up and some. Have started a small position but hope to take it further.
I'm sure other outfits will be running the slide rule over it. Interested in others thoughts.

[sspurt] 11/4/2024 10:03

Agreed redwing - this business generates good cashflows and is valued well below the B2B media peer group despite the transformation process undertaken in recent years. I would be disappointed with anything less than 65p and think a price of 75p is easily attainable should other buyers emerge.

[redwing1] 10/4/2024 18:45

Why? Valuable media assets can attract high multiples (and certainly The Lawyer fits the bill). 15x earnings and 3x turnover might be feasible.

[waterloo01] 10/4/2024 14:33

Would have to be very keen to pay more than 10 times profits, and 2 times turnover, which is actually a little lower than todays market cap.

[redwing1] 10/4/2024 14:23

No, 50p won't be the price if it happens. The announcement talks of a 'highly preliminary expression of interest' and therefore the market will be discounting the chance of no deal materialising. My guess would be c60p or a little higher if it happens. Let's hope it does!

[sspurt] 10/4/2024 13:39

If this is going to get taken out I can't believe the likes of Aberforth and Harwood will accept 50p. Be interesting to see what their CMD brings on 23 Apr, particularly their capital allocation thoughts - if it still goes ahead of course.

[sspurt] 10/4/2024 12:19

Hope you have still got yours BB

[ggrantsu] 19/12/2023 10:58

bought in here yesterday...some good value on offer here. a week too late for some quite tasty gains it seems but FV for this looks well far above where we are today...

[qs99] 19/12/2023 10:29

Still v. quiet here, but making some nice moves and glad I bought a load last week! DYOR

[battlebus2] 02/11/2023 14:31

Good to see a tick higher.

[battlebus2] 11/5/2023 14:15

Took a few more today.