Share Name Share Symbol Market Type Share ISIN Share Description
Communisis LSE:CMS London Ordinary Share GB0006683238 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.25p -0.41% 60.75p 60.25p 60.75p 60.75p 60.25p 60.75p 168,625 16:29:32
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 361.9 11.6 4.1 14.7 127.22

Communisis Share Discussion Threads

Showing 7401 to 7424 of 7425 messages
Chat Pages: 297  296  295  294  293  292  291  290  289  288  287  286  Older
DateSubjectAuthorDiscuss
08/12/2017
09:26
One of Communisis's major competitors, Williams Lea Tag, has been sold by Deutsche Post DHL Group to Advent International. They are hinting at potential new acquisitions. Reference is also made to WLT having recently missed out on some key government tenders to Communisis & APS Group. Potentially interesting times for CMS... New CEO in place at Williams Lea Tag - HTTPS://www.printweek.com/print-week/news/1163037/new-ceo-in-place-at-williams-lea-tag
speedsgh
07/12/2017
08:34
I still hold all my shares purchased in 2010 at around 13p. I have already received back more in dividends than I invested when purchasing. It makes sense for me to continue to receive a yearly increasing dividend.
culchi
06/12/2017
10:01
zho - no one always gets it right. However, this is what I like to do on occasions. That is to follow some large investor and one might think that RG has probably got it more right than wrong in his life. Other ideal requirements are that the company is paying a good dividend (CMS's was huge at one time) and that it is trying to develop itself into something different from what it has been in the past although obviously that will sometimes fail disastrously.
salchow
06/12/2017
09:48
"What we are embracing, especially in transactional, is the move to digital and we are intent on becoming even more serious in that space."I like that comment from the CEO, speed. Thanks for posting
jtcod
06/12/2017
09:42
In general terms I have often thought that reporting as a public company, whilst still respecting the rights and needs of employees is almost impossible at times. How do you report on your decisions to the shareholders in a timely manner when the employees don't yet know? How do you stop disgruntled employees going straight to the media and getting in first with the story and possibly twisting the facts too?It's not unlike trying to negotiate your exit from a European club whilst media and opposition politicians are already second guessing and demanding to know your negotiation strategy up front and in public.Hard to please all of the people all of the time I think. :-)
jtcod
06/12/2017
09:39
New CFO at Communisis - HTTPS://www.printweek.com/print-week/news/1163014/new-cfo-at-communisis Communisis has appointed a new chief financial officer “to help deliver the next phase of the company’s growth”... ...Rawlins will report to chief executive Andy Blundell. “It’s a good succession. We have a new chairman and we’ve been looking at the skills set of the board moving forward,” Blundell said. David Gilbertson became the chairman of Communisis eight months ago. Rawlins was most recently CFO at EDC Communications, a group of digital media companies that was backed by private equity house Mill Road Capital. Before that he held senior finance roles at various businesses including Vendia UK, Gillette and St Ivel Foods. “He gives us more profile in digital business, which is a pretty key thing for us, and prior to that he had a lot of international experience,” Blundell added. “What we’re embracing, especially in transactional, is the move to digital and we are intent on becoming even more serious in that space.”...
speedsgh
06/12/2017
09:02
It’s regrettable to see long term holders sell out of Communisis. Some names I highly respect too. I think it’s wrong to draw the conclusion that Communisis’ acquisition trail and indeed their foray into marketing has been a failure. It hasn’t and in particular at the interims, Life and Twelve seemed to be doing very well indeed. The former represents more than half the acquisition expenditure I believe. The latter has a list of international brands at the very top of the tree. However, it’s clear from the news article that some aspects of the acquisition trail were not performing as expected. The CEO clearly acted. He could have limped along in those departments as a matter of pride having originally backed them but he chose not to. Though I would have preferred a heads up from the company on this, I would still prefer a CEO who acts on, rather than ignores, the problem tbh. There are far too many of the latter. With regard to the number of employees in those offices I recall this being the offices that other departments consolidated into following their vacation of other premises nearby. The article was somewhat badly informed in this respect I fear. Anyway, for those that still hold shares, GLA
jtcod
05/12/2017
18:46
speedsgh - I was in Vislink and it was easy to get out at the very top when Bob Morton sold a huge tranche of shares. The sale by Richard Griffiths last week concerned me but the re-purchase satisfies me for now. I don't think he will have built up such a huge holding without having a lot of confidence in the investment. I will watch what he does but as it stands today neither his dealings nor the chart are indicating any need to sell.
salchow
05/12/2017
17:51
speedsgh - I think you are right for the wrong reasons! Psona doesn't worry me - it is small in the overall scheme of things and since it is loss-making its demise may improve things. What does worry me as a result of the reading I did around the Psona issue is that I find all these acquisitions over the years that were hailed as transformative, whose accumulated goodwill is such that the balance sheet has negative tangible assets, and which have been damp squibs rather than rockets. The glorious in-speak used (remember how Deploy, Produce, Design became Brand Deployment and Customer Experience?) coupled with executive departures (including the unexplained pending departure of Mark Stoner) make me ask whether there are signs of megalomania at the top. It is all redolent of Vislink (now PEB), which was a one-man show that imploded. £35m of intangibles on the balance sheet dissolved like snow and the share price, hitting 60p in 2015 is now 1.75p.
sharw
05/12/2017
15:56
Share price seems to have shrugged off the purported closure of Psona thus far. Having decided that I would prefer to live without the uncertainty going forward at this point in the stock market cycle (market appears to be heavily punishing any slip ups), I have exited my 2 separate holdings in recent days. Having held since 2012, I am now waiting for it to make a mug of me. Cue a takeover announcement!
speedsgh
05/12/2017
11:55
According to Euroclear's stock loan data report for November published today, the short position increased to 1.62% from 1.34% in October.
mount teide
05/12/2017
08:33
Hi ES - I don't really view them as "free shares" either since they are still part of a portfolio where I have taken some profits via a partial disposal on one component. They still sit there showing a "book cost" on the balance of shares retained and the current paper profit at todays price. However, I suppose that psychologically I'm aware that, on an individual basis, I've already recovered my direct investment on this particular share, which I guess adds to my "comfort zone" where it is concerned.
masurenguy
05/12/2017
08:24
Having done nothing in the last week, month or year, I continue to do nothing.. :0)
taurusthebear
04/12/2017
17:21
Having sold out at the peak last week I came back in immediately on the news of Richard Griffiths recent purchase. The Psona issue seems very immaterial.
salchow
04/12/2017
16:24
Mas, your portfolio approach is pretty close to mine. I don't really talk about having "free shares" after reducing, since profits in one share have to offset losses elsewhere (risk is not free), but I too have recovered more than my investment here (pre dividends), and this has become approximately an average weighted share for me now. I still see value, but nothing exceptional any more either on the growth/value or risk sides.
edmundshaw
04/12/2017
13:41
Looks like Richard Griffiths is hoovering up all the sells. Back over 23% from just under 20% previously. Vote of confidence from him. Holding(s) in Company - HTTPS://www.investegate.co.uk/communisis-plc--cms-/rns/holding-s--in-company/201712041335543131Y/
speedsgh
04/12/2017
12:16
Well a real opportunity to officially comment on the Psona situation in todays RNS was not taken and therefore we still have no idea what the future potential implications might be, either in financial or strategic terms. Todays comment that "Trading expectations for 2017 remain unchanged" does not really have any bearing on this development either since the current fiscal year end is only 4 weeks away and therefore any strategic impact would be in 2018. In financial terms, any costs relating to closure and redundancies should be taken in 2017 as exceptional costs. These seem to appear every year and average around £3.25m, which has diluted pre-tax profits by circa 20% over the past 3 years. Obviously this years exceptionals will not be disclosed until the final results are announced next March. The sudden departure of Mark Stoner is also interesting. He and Andy Blundell were the only two executive directors on the board alongside 4 x NXD's. Less than two years ago the other two executive directors, Howes and Rushton, also departed and their roles were restructured so that the number of executive directors was reduced from 4 to 2. The only remaining and constant executive director during this timeframe has been Andy Blundell. It seems that he is therefore in a very powerful position as CEO, wheras the tenure of any other executive director appears to be rather precarious. I find these developments rather unsettling and also damaging to management credibility once again just as this seemed to be recovering after the last failure to update shareholders on unexpected developments that negatively impacted profits in 2014. Consequently I reviewed my position first thing this morning and gradually halved my stake and the profit on this disposal recovered my entire investment here. This reduces my overall stake in CMS to below 10% of my portfolio and it has now dropped to my third largest holding. I intend to watch further developments with greater interest to determine whether to reduce further or to add back in due course.
masurenguy
04/12/2017
10:17
rhomboid, I get the impression Steve Rawlins was at a loose end after his last company EDC Communications was wound up... so I guess that appointment could have been made pretty quickly. Though, of course, as Stoner 'stepped down' today, that seems an abrupt departure... be interested if anyone has informed insight.
edmundshaw
04/12/2017
09:55
Last year’s accounts refer to a five year forecast but I couldn’t find it. Is that what cms is referring to re expectations. I found an analyst forecasting 7.45% growth in ? And an ft article talking about 12 % growth in eps turnover profit ?!! Cms should be upfront and spell out for people like me what the expectation they are referring to is.
boboty
04/12/2017
09:23
Oddly the FD must have resigned a while ago if his successor started today, if so that should have been an RNS in itself. Not referring to Psona closure or giving any detail in the way of figures is also poor. For a communications biz it’s worse than poor imho. It’s staying on my watchlist just out of curiosity
rhomboid
04/12/2017
08:54
Interesting change in the FD. Stoner never impressed me as a speaker, and it IS a communications company, but I assumed he must have been good at the numbers stuff. Perhaps he is taking the hit for some of those failed acquisitions? Again, who knows...
edmundshaw
04/12/2017
08:50
"Whatever you were expecting before, please continue to expect it". Actually, I hate that kind of comment, stating current expectations are unchanged but leaving the reader to guess or try and find out what those current expectations are supposed to mean. As if we all just know... and anyway whose expectations, the board's, "the market"'s, Blundell's? But many many companies do it.
edmundshaw
04/12/2017
08:45
L2 - from the opening bell the bid has been packed with large orders in an effort to absorb volume selling and slow downside momentum. Taken advantage of it to sell out the remainder of my holding. Good luck to all.
mount teide
04/12/2017
08:20
What are the current trading expectations that cms refer to?
boboty
Chat Pages: 297  296  295  294  293  292  291  290  289  288  287  286  Older
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