Chime Comms. Share Discussion Threads

[simonh88] 08/3/2012 18:38

if anything puts me of a share, it's a ramper like mechanical trader who posts article after article, but then fails to mention the bad bits - key directors buying chunks of the business.

I have serious problems with this kind of purchase:-
Does it represent the best interests of ALL shareholders?
Who decides it's a good deal for Chime?
Is it indeed a good deal for Chime?
If it does go ahead, will the directors be as committed to Chime as they should be?
If it doesn't go ahead will there be friction in the boardroom and will some of the board be disillusioned whilst still picking up a nice big fat pay packet?

I ditched my holding after the news was announced

[muangsing] 07/3/2012 17:53

xandeebee

Thanks, much easier to read

regards

[xandeebee] 07/3/2012 17:34

MUA - The top link offers the report in Power Point format.

Hope this helps,

XB

[muangsing] 07/3/2012 17:13

I'm not very good on PCs

Does anyone know if it is possible to read todays Chime RNS on Advfn without having to scroll across on every line, where I find it difficult to take the information in.

I find it ironic that Chime and also Next Fifteen are 2 of the very few companies that present their information in such a way, since they are both predominantly Public Relations companies.

Such a format doesn't impress me particularly

Regards

[markie7] 07/3/2012 14:17

buying growth to deal with the PR decline, and one of the deals has a massive £19m earnout on it.

and sports - for all the noise (and I am sure it is a good business)- is only 24% of the group. the PR bit is by far the largest (55% of OP) and the highest margin - and that is clearly going backwards.

hence the price drop today I reckon.

[xandeebee] 07/3/2012 14:02

Thanks MT - appreciate the update.

[mechanical trader] 07/3/2012 13:51

1st Broker upgrade out after announcement
this morning.

More to come Im sure......

Chime Communications FTSE SMALLCAP Consumer, Non-cyclical Buy 238 224.25 6.1% Investec

SP Target 238p BUY.

[mechanical trader] 07/3/2012 08:20

CHW CHIME COMMUNICATIONS

New upleg on the chart aswel....

[thorpematt] 07/3/2012 08:18

In summary, on track.

I'm in this for a number of reasons:
I like the sector at this point.
I see tailwinds for 2012/13 via specific events.
The management is consistently strong.

What I really like most, is the ratio between EV and profit. If I had enough money I'd buy the whole thing.

I don't.

But someone probably does...

[xandeebee] 07/3/2012 08:09

Yepp - so now trading off a current PE of 8.6

Cheap as chips in my view.

[xandeebee] 07/3/2012 08:00

Nipped in ahead of expectations with profit but slightly behind on revenue. The report was strong throughout overall.

[mechanical trader] 07/3/2012 07:50

FINANCIAL HIGHLIGHTS



· Reported profit before tax up 16% to £24.7 million (2010: £21.2 million)

· Reported operating income up 10% (2010: 21%)

· Reported operating profit up 15% to £25.5 million (2010: £22.1 million)

· Operating profit margin3up to 19.5% (2010: 18.3%)

· Earnings per share from continuing operations1 and 3 up 9% to 26.56p (2010: 24.38p)

· Net cash as at 31 December 2011 of £3.3 million (2010: £6.9 million)

· Total dividend of 6.58p per share (2010: 6.05p), an increase of 9%



OPERATIONAL HIGHLIGHTS



• Strong performance from Sports Marketing and Advertising

• Successful realignment of business mix following the end of main American Government contract

• Satisfactory performance of Public Relations Division which now includes a strong healthcare business

• Continued investment and expansion in Sports Marketing

• VCCP named Marketing magazine's "Agency of the Year"

• Fast Track named Marketing magazine's "Sponsorship Agency of the Year"

• Insight and Engagement Division continuing to recover

• Developed digital and social capability organically and through start-ups

• Further international expansion - total of 27 overseas

[mechanical trader] 07/3/2012 07:48

Results out and CHW BEAT forecasts of 31.2m
with 31.9m operating profit.

excelent results.

[mechanical trader] 07/3/2012 00:37

Yes good luck fingers crossed.

[xandeebee] 06/3/2012 21:38

We'll see MT :) - GL all

[mechanical trader] 06/3/2012 19:40

I think this ione will beat forecasts
in the morning.

[mechanical trader] 06/3/2012 16:25

Broker Forecasts Digital Look premium.


Chime Communications PLC


FORECASTS WIRES 2011 2012

Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)
Peel Hunt
05-03-12 BUY 31.61 27.21 6.84 32.87 27.73 7.52
Numis Securities Ltd
01-03-12 BUY 31.00 26.20 7.00 32.00 26.70 8.00
Charles Stanley Securities
22-02-12 ADD 31.10 24.93 6.05 33.90 26.77 6.29
Investec Securities
07-12-11 BUY 31.40 27.15 6.50 33.10 27.59 6.83
Canaccord Genuity Ltd
09-11-11 BUY 31.10 26.08 6.52 32.30 27.08 6.77
Fyshe Horton Finney Ltd
31-01-11 BUY

[mechanical trader] 06/3/2012 16:16

CHW CHIME COMMUNICATIONS

Latest Broker figures for CHW
from Digital look......

Date Broker name New Price Old price target New price target

17-Nov-11 Peel Hunt Limited Buy 194.50p 290.00p 270.00p
26-Apr-11 Numis Securities Buy 258.00p 344.00p

So we have a share price target of 270p and 344p.

[mechanical trader] 06/3/2012 09:18

Recent feature from Money Observer...

Shares To Buy Hold And Sell In March...


BUY
CHIME COMMUNICATIONS

Chime Communications, the international public relations group better known as Bell Pottinger, has an impressive track record. Profits have grown steadily through difficult times from £11 million in 2006 to £21 million in 2010.

For 2011 the expectation is that the group will achieve a pre-tax return of £31.3 million and that returns will rise steadily over the next two years.

Dividends – a mere 0.58p a share in 2006 – are forecast to reach 8.09p for 2013. That implies a yield of 4.5%, which, coupled with the forward earnings multiple of only 6.4, suggests the shares are undervalued. They were just 50p at the bottom of the last bear market, touched 300p last summer and now change hands at 171p. (now 230.5p)

[mechanical trader] 06/3/2012 08:29

CHW Chime Communications

From IG Index ahead of earning update
tomorrow...

Client sentiment figures used as a
proxy for short selling update every 15 mins

Client Sentiment

LONG 100% of IG clients with open positions in this market expect the price to rise

0% of IG clients with open positions in this market expect the price to fall

[xandeebee] 01/3/2012 11:21

Indeed CR - This caught my eye this morning:

From WPP's Results:
"Free cash flow available for working capital requirements, debt repayment, acquisitions, share re-purchases and dividends was, therefore, over GBP1 billion for the first time, at GBP1.013 billion."

On a forward PE of 8.78 CHW must look compelling...

XB

[cockneyrebel] 01/3/2012 10:52

WPP beat today and sound upbeat imo.

On the acquisition trail too.

CR

[cockneyrebel] 29/2/2012 21:53

Numis reitterate buy and 280p targewt today.

CR

[mechanical trader] 29/2/2012 15:19

MAR 07

Preliminary 2011 Chime Communications PLC Earnings Release