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CMS Communisis

70.80
0.00 (0.00%)
Last Updated: 00:00:00
Delayed by 15 minutes
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
  0.00 0.00% 70.80 70.80 71.00 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Communisis Share Discussion Threads

Showing 6826 to 6849 of 7600 messages
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DateSubjectAuthorDiscuss
23/12/2016
13:36
Massive drop just taking place - tree shake as I can't see any big sells???
mobtheplod
21/12/2016
11:02
Yes - thanks for your technical input bamboo2 - it always provides an interesting perspective.

CMS issued a trading update on 21st January for the year ending 31st December 2015. The actual year end results announcement for 2016 is scheduled for 9th March.

masurenguy
21/12/2016
11:01
New Year share tips will potentially send this one vertical.

High Yield, Value, Growth, New HMRC contract and potentially more contracts ahead to come from the government as they look for cost efficiency away from government public sector led departmentss that are usually money drain holes.

nick rubens
21/12/2016
10:51
Thanks bamboo2, I always find your charts interesting and look forward to your imput, as your chart reading skills are much more advanced than mine.

I like the solid looking support at 35p which I would hope wouldn't be tested again. There are a number of areas of resistance to overcome, CMS normally issue a trading update in the third week of January which could help overcome some of the overhead resistance if it is positive.

interceptor2
21/12/2016
10:41
Price has hit historical resistance. It will have to muster some strength to push through. If it can then the target is confirmed at approx 51
bamboo2
20/12/2016
20:23
I would agree that the markets was a little slow to respond to the important new contract RNS, but it does look like there is more interest now. At least it meant I was able to build a position fairly easily on Friday.

Actually thought that the last interim results were strong, with Profits, margins, dividends and net debts all moving in the right direction.

interceptor2
20/12/2016
18:27
Looking a bit like a DB since August, time will tell, but hoping this is finally on the turn after two years of selling.
owenski
20/12/2016
17:33
Agree Nick (& also thanks to Mount Teide for his post a couple of days ago).

Perhaps the market is beginning to digest the positive ramifications following the HMRC win? I would normally have expected a higher tick-up on the back of such significant news.

Richard Griffiths has also been buying at a rate of knots...IMHO the accumulation of buying interest; contract news and rising bond yields suggest to me that this is only the beginning of a sustained rise. The fact that it cleared the August share-price high today was also a positive in my book. I'm no chartist...so take this with a pinch of salt ;-)

Kind regards,
GHF

glasshalfull
20/12/2016
16:20
Bond Yields rising ( 10 year gilts nearly tripled recently) next pension scheme valuation should be rosy here as Government Bond Yields rise and look set to continue rising perhaps. Last accounts were fine and profitable and new HMRC contract are all ingredients for a bull run recovery and high income Yield funds look to buy if they aremanaged sharply.

Today has felt like mm's need stock more than they want to let it go, so might be an order trying to be filled. I don't know.

nick rubens
20/12/2016
09:29
Moving up nicely.
someuwin
19/12/2016
09:10
Yes, great isn't it?
edmundshaw
19/12/2016
01:01
Fed rate rise worse for bonds than Trump’s win as $800bn wiped off market in a day -Sunday Telegraph



The prospect of faster US interest rate rises next year has wiped a further $800bn (£641bn) off global bond markets as the sell-off accelerates on bets of higher growth and inflation.

The Federal Reserve’s decision to raise its target rate for only the second time since the financial crisis, cemented expectations that Donald Trump’s victory in the US presidential race would boost the world’s biggest economy.

Mr Trump’s surprise win sparked a global bond sell-off that has seen seven consecutive weeks of outflows and around $3 trillion wiped off the value of the tradable market since the start of November, according to JP Morgan.

This includes $830bn last Thursday alone after the Fed hiked rates and signalled three more increases next year. Thursday’s rout represented a bigger one-day drop than that seen in the wake of Mr Trump’s victory, though prices steadied on Friday.

The value of the dollar hit a 13-year high against the euro last week, while US equities saw $20.5bn of weekly inflows, the ninth biggest in history, according to EPFR Global, which tracks fund flows data.

Mr Trump’s pledge to embark on an infrastructure spending spree and the biggest tax revolution since Republican president Ronald Reagan has also prompted “forced buying” by money managers as “secular stagnation” bets disappear and expectations of higher growth “push risk assets sharply higher,” said Michael Hartnett at Bank of America Merrill Lynch.

Julian Jessop, chief global economist at Capital Economics, expects bond yields, which move in the opposite direction to prices, to rise further in the coming months.

Mr Jessop said financial markets were “underestimating the number of rate rates that would be needed over next couple of years due to a rise in inflation”............

mount teide
16/12/2016
08:23
This is a golden benchmark for the firm. While price is an issue, those in charge, i.e. permanent personnel not politicos, do not give contracts that will embarrass them.

Well done!

johnrxx99
15/12/2016
16:12
The number of shares traded today will be the largest daily volume in almost 5 months.
masurenguy
15/12/2016
15:59
If Communisis keep picking up the kind of high profile contracts that they have won in past 2-3yrs, it will surely increase the possibility of Williams Lea (subsisiary of Deutsche Post) trying to bring CMS into its fold. A relatively cheap morsel for WL at the current price.

posts courtesy of Mount Teide & JTCod on the old thread back in 2014...

Mount Teide -

According to Printweek, the growing trend for major brands to seek one worldwide provider of marketing services, was apparently behind William Lea's acquisition of TAG Worldwide, the international design and production agency for an undisclosed sum. That deal increased WL's and Tag's combined turnover to around $1bn and according to their marketing spiel, created an integrated proposition capable of 'creating, managing and delivering campaigns across all media platforms and geographies to meet the marketing services requirements of global brands'.

With Williams Lea being a subsidiary of Deutsche Post DHL, raising finance for further accretive acquisitions of companies with complementary business capabilities may well not prove a hurdle, to take the company which apparently has global ambitions, to the next level.

JTCod -

I've been looking back at past news a lot today and it struck me that I have never seen so many RNS's for change in institutional holdings on a successful company where there hasn't been a bid.

I know it is rather naughty of me to speculate on such things but it also coincides with another extraordinary (and unusual) circumstance. Their two largest and most direct competitors RRD and Williams Lea still seem to have made no attempt to combat a loss of market share. Why?

speedsgh
15/12/2016
14:22
Huge HMRC contract win for Communisis

Communisis has been awarded an HMRC contract for all outbound customer communications, likely amounting to nearly 200m letters a year. The company has begun preparing for the contract and should be printing by mid 2017. HMRC currently issues in the region of 185m letters a year. The company declined to reveal the value of the contract, which chief executive Andy Blundell said would be carried out entirely in-house. “We’re delighted with the contract, it’s a big deal,” he said. “It takes us back into the public sector and there is a strong digital technology agenda, which is the absolute direction Communisis is heading in.” The documents will be printed at Communisis’ Halifax and Liverpool sites, using a number of its high-speed colour inkjet HP T-series machines. The contract also includes the deployment of 'document composition technology', which will use GMC software to signal if a person is in receipt of a tax message and then fast-track the associated letter onto Communisis’ digital presses before being issued for delivery. Blundell said the £350m group started the process of contract application in Q1 of this year.

After the announcement, the group’s share price jumped by 5.3%, or 2.25p, to 41.5p. The contract is for three years, with an optional two-year extension, subject to both sides being happy with the services. Blundell said he was hopeful the relationship would be five years but the focus would be on securing the three-year renewal. Communisis has delivered a number of similar contracts in the past for major organisations, including a recent contract for outbound and inbound communications for Lloyds TSB.

Since 2012, as part of a sub-contracting agreement with Capgemini, Fujitsu has been providing millions of printed pages a year to HMRC from its Birchwood, Warrington-based print services division. HMRC's other current supplier is Williams Lea.

masurenguy
15/12/2016
13:20
If they prove they can do a great job of this contract, then more should follow. This feels like a decent hold for the longer term. Maybe xmas and new year rally will get us back to 55p as high yield income funds look to buy in.
nick rubens
15/12/2016
11:41
Muted share price reaction compared to the announcement of Lloyds contract a couple of years ago.

50m is surely revenue. If profit of £10m per year the share price would double.. :0)

taurusthebear
15/12/2016
11:27
is the value of the contract the £175million
bidmsa
15/12/2016
11:25
Thursday 15 December 2016
Communisis wins "landmark" HMRC deal
Communisis logoWe have been tracking print and document services provider, Communisis as it transitions to being a provider of “personalised communication services” (see Communisis: Digital ambitions frustrated). Today it has announced that it has won a major deal with HMRC, described by Chief Executive, Andy Blundell, as a “landmark contract”. The five-year contract (consisting of an initial three years with the option of a further two-year extension) is to handle all outbound customer communication for HMRC.

HMRC’s Prior Information Notice (PIN), for “Print & Scan” services, was published in April this year. It covered five lots including document design, composition and control, central and bulk print services, email delivery and image capture. The total estimated value of the contract was £175m. It is our reading that Communisis’ contract covers a range of these Lots; HMRC had said it might combine some Lots under one contract. But the value of the deal has not been revealed.

Until now, print & scan services have been covered under the HMRC Aspire contract with Capgemini. However, despite the Aspire contract being extended (see HMRC begins Aspire megadeal breakup), this was one of several areas for which HMRC said it would go out to market as part of a “phased exit”. Communisis is progressing towards a go-live date in mid-2017. With HMRC pursuing its “digital by default” agenda, technology is playing a key role. Communisis states it offered the “optimum technology solution”, including the deployment of document composition technology.

bidmsa
15/12/2016
11:09
zho - Funnily enough I was looking to ascertain very same thing ;-)

Text says,

"HMRC currently issues in the region of 185 million letters each year. Based on typical unit printing and digital management fees we estimate it could be worth £40-£50m over the five years."

If I receive clarity I will share.

Kind regards
GHF

glasshalfull
15/12/2016
10:58
GHF,

Thank you for that.

>>As mentioned, Liberum extremely positive on the back of the HMRC contract win which they believe is worth £40-£50m over 5 years.>>

Do you take that to mean £40-£50m revenue in each of the next 5 years, or £40-£50m profit spread over 5 years?

zho
15/12/2016
10:58
Communisis wins "landmark" HMRC deal

We have been tracking print and document services provider, Communisis as it transitions to being a provider of “personalised communication services”. Today it has announced that it has won a major deal with HMRC, described by Chief Executive, Andy Blundell, as a “landmark contract”. The five-year contract (consisting of an initial three years with the option of a further two-year extension) is to handle all outbound customer communication for HMRC.

HMRC’s Prior Information Notice (PIN), for “Print & Scan” services, was published in April this year. It covered five lots including document design, composition and control, central and bulk print services, email delivery and image capture. The total estimated value of the contract was £175m. It is our reading that Communisis’ contract covers a range of these Lots; HMRC said it might combine some Lots under one contract but the value of the deal has not been revealed.

Until now, print & scan services have been covered under the HMRC Aspire contract with Capgemini. However, despite the Aspire contract being extended (see HMRC begins Aspire megadeal breakup), this was one of several areas for which HMRC said it would go out to market as part of a “phased exit”. Communisis is progressing towards a go-live date in mid-2017. With HMRC pursuing its “digital by default” agenda, technology is playing a key role. Communisis states it offered the “optimum technology solution”, including the deployment of document composition technology.

masurenguy
15/12/2016
10:53
Excellent news this morning. Congrats to AB and team.

As mentioned, Liberum extremely positive on the back of the HMRC contract win which they believe is worth £40-£50m over 5 years.

They go on to say,

"Our investment thesis is unchanged from our initiation 18 months ago and can be summarised as
(1) value in the printing / customer experience businesses and scope for upside surprise in profits
(2) international growth in the brand deployment division and the opportunity to win major scale contracts
(3) lower capex and exceptionals contributing to lower levels of net debt and a greater scope to increase dividends.

In addition management have streamlined the divisional structure and taken a number of other actions to reduce costs The focus on cash and dividends is reflected in a forecast FCF yield of c16% in FY17e and a dividend yield of c7%.

This highlights the scope for a significant re- rating (PE 6x FY17) if investors see further evidence of the success of the strategy (contract wins like HMRC, EPS delivery/upgrades, paying down debt, increasing dividends). We reach a Price Target of 71p based upon a DCF and the valuation of comparable printing and design companies."

Kind regards,
GHF

glasshalfull
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