Centaur Media Share Discussion Threads

[gostevie63] 12/9/2013 10:23

Yes, very pleasing. The 7% dividend increase shows confidence for the future too.

[janekane] 12/9/2013 10:10

Good results

[janekane] 10/9/2013 18:04

And it's starting
Hold on for the ride

[janekane] 19/7/2013 13:58

Should see a considerable rise in September

[aleman] 13/7/2013 14:49

Marketing budgets show strongest growth since 2007.

hxxp://www.markiteconomics.com/Survey/PressRelease.mvc/cc16a976ceab421fbecae3b5deff116b

[aleman] 11/7/2013 13:02

Good news at BrainJuicer and Communisis today suggest the sector is thriving this year.

[mortimer7] 11/7/2013 08:09

Well done the faithful long termers. I estimated 40p in my previous post (189) on the basis the previous RNS was getting all the bad news out of the way.
Looks like I got lucky.

[janekane] 11/7/2013 06:24

Good news should see a climb back north today

[janekane] 05/7/2013 06:57

Director spent £6k of his own money buying our shares

[janekane] 02/7/2013 16:43

It's going to run back to higher levels as the people in the know are buying back

[aleman] 02/7/2013 14:17

Couple of big buys yesterday and another couple today. Spread is up to 34.75/36.0 but ADVFN behind the times as usual since it only reports AT trades.

[janekane] 01/7/2013 12:15

And now the buyers return

[janekane] 29/6/2013 12:59

28th
And ogain

[janekane] 26/6/2013 18:31

Here we go

[mortimer7] 13/6/2013 20:38

I'm quite encouraged by the closing share price at 35p today after the low of 31p on 30th May. More so in the context of how FTSE/AIM have dipped in this same period.

[mortimer7] 31/5/2013 08:18

Give it half an hour or so - FTSE just turned back up after initial drop.

[janekane] 31/5/2013 07:50

director buys 100000 and we dont move a jot
strange or what

[janekane] 29/5/2013 17:02

Not a bad description / assesment of the situation

I have bought back in and look forward to the rise later in September 2013 +the little divi

[mortimer7] 29/5/2013 10:07

I just re-read the interim management statement issued on 15th May, which was the catalyst for the recent share price decline.
The immediate reaction it provokes is very downbeat and there does seem to be an overt focus on bad news and a downplay of the positives. Almost as if the decision was made to get all the bad news out of the way in one hit.(Bear in mind what Centaur actually do!)
Having experience of management at many levels, if I was to be cynical the opening paragraphs are just what I would want to see if I was the incoming CEO, or any targeted member of the management team. Gets rid of the bad news, lowers expectation and sets a base point from which improvement potential is greatly increased. Imagine the new persons first announcement :- When I took over the share price was 33p, now it's 40p, an increase of over 20%.

This is the extract from the opening paragraphs:-
"Centaur Media plc (LSE: CAU, the "Group"), the business information, events and marketing services group, today issues an interim management statement for the period to 14 May 2013 and announces that Geoff Wilmot is stepping down as CEO.

As a result of a number of factors annotated below, the Board now expects to deliver modest profit growth for the current financial year to 30 June 2013, relative to the adjusted profit before tax of £8m reported last year. This is below market expectations"

And this is the extract from the final paragraph:-

"Looking ahead, our investment in existing and new products has given us a strong pipeline of new digital platforms and event launches. With print revenues expected to stabilise, digital and events revenues growing well, and deferred revenues of £19m, 32% ahead of the same period last year, we believe that the outlook for the 2014 financial year remains positive."

So in conclusion there are many positives, and the performance is fine. I believe management have succeeded in lowering expectations and there has been an over reaction in the share price. I hope my 40p example figure cited earlier is achievable in the summer.
Of course this is all conjecture and my opinion. Good luck all.

[mortimer7] 29/5/2013 08:51

CHIT CHAT WITH CHAI is a thread on here : Type CHAT in the EPIC box
The guys on there are sensible people, so I follow them regularly.

[janekane] 24/5/2013 11:09

Chitchat ?

[mortimer7] 21/5/2013 15:30

janekane, I agree & bought in last week. I think the drop has been an over reaction & noticed a similar opinion on the CHIT CHAT thread. Hope we're all correct.

[janekane] 17/5/2013 15:08

I think this is a good time to buy back

[germalene] 16/5/2013 06:54

"Centaur Media (LON: CAU) had its buy rating reaffirmed by analysts at N+1 Singer. They currently have a GBX 52 ($0.80) target price on the stock."