Communisis Share Discussion Threads

[bootie64] 21/7/2017 16:36

Joined you and topped up this afternoon


Communisis opens new digitisation facility

The business took an ECM Connect platform, which is capable of processing 300 million customer documents a year, last year, and has now relocated it to the 930sqm facility. Total investment for facility and platform was £1.6m, and it is part of Communisis’ long-term business strategy, triggered by the winning of a contract to provide an outbound service for a large high-street bank

The facility, which opened in April, is Communisis’ first purpose-built site for digitisation, having previously operated from clients’ premises, and the platform has been scaled up.

Communisis is now expanding the capabilities of a second scanning site near Liverpool and will be appointing a partner to provide offshore data capture validation and indexing services.

Source

[gleach23] 07/7/2017 12:49

Just taken the opportunity to top up. I notice from the CMS website that Interims are due 3rd August.

I wish more companies would maintain a financial calendar with such helpful info.

[masurenguy] 07/7/2017 12:40

Price slipping again today on very small trading volumes. Broker target prices remain at 75p (Liberum) & 65p (finnCap) respectively.

[mount teide] 05/7/2017 16:43

In Euroclear's Monthly Stock Report for the end of June 2017 published today - there were no disclosable(over 0.5%) short positions in CMS, and just 0.05% of non disclosable positions.

St Ives has no disclosable short positions, however, the non disclosable short positions more than doubled to 1.93% from 0.85% in May 2017.

[rivaldo] 28/6/2017 09:45

News - great to see CMS expanding into scanning and archiving, which offers predictable and recurring revenue streams. The likes of RST trade on very high multiples because of this.

Note that the first client is "a major high street bank".



"State-Of-The-Art Inbound Services expansion
Press release • 27 June 2017

Communisis invests £1.6 million in Inbound Communication Services

Communisis has opened its first commercialised scanning site situated in our Leeds facility. Although we at Communisis already operate on clients’ premises, this is our own dedicated facility utilising leading hardware and software technology.

The facility has been designed to allow Communisis to offer our clients the ability to manage multiple inbound communication channels, resulting workflows, compliance and data management so as to provide their customers the best possible customer experience.

We work collaboratively with clients to build a solution that meets their requirements in a way that supports their strategic objectives and is adaptable to the changing market environment.

Some benefits that our clients will see include:

Straight Through Processing (STP) - Automated extraction and validation allows STP, resulting in reduced operational costs and quicker, or near instant customer re-engagement

Digital Archiving & Retrieval - Content and case management service, helping to control records and the storage of the images with the associated metadata to ensure client communication agility and data regulation compliance

Improved CX – Effective inbound communication and data management allows Communisis to provide the link to client outbound communication systems, which enables a positive and seamless customer experience

Secure Document Handling – ISO27001 compliant site is secure with double lock entry systems (via swipe card and access PIN number) with security cameras covering all operational areas. Initial x-ray of items through to secure document destruction ensures total customer information security

Forms Design - Improvement to outgoing documents combined with the use of market leading technologies (dynamic PDFs) to enable better automation and STP

24 Hour Operation – Anytime processing ensures that challenging client and regulatory SLA’s can be comfortably satisfied

Centralised and distributed scanning – The investment in a hybrid model gives us the ability to scan centrally or from anywhere in the world

UK Data Centre – All data is securely stored at our UK based facility

The new facility has the capacity to receive and process 300,000,000 physical pages of paper per year generating 600,000,000 images. This is likely to increase to meet future demand.

Our first client is a major high street bank and is currently in the ‘proving phase’ and due to go live in November.

Alex Morris, Head of ECM Solutions for Communisis says, “This allows Communisis to offer more services to our clients and truly reflects our objective to shape the future of communications for our clients and their customers”.

Communisis is an integrated marketing services company which improves communication between brands and their customers. We create engaging content and deliver it across multiple customer touch-points; in digital, broadcast and print channels” He continues.

To find out how to maximize the synergies between inbound and outbound for enhanced customer experience and/or arrange a tour of the facility.

Please contact: [e-mail] or call [phone]

Look out for our exciting new range of Connect™ Enterprise Content Management products which have been released following the opening of the new scanning suite."

[masurenguy] 23/6/2017 14:07

Good spot isis - narrative reproduced below.

Those seeking generous dividend yields also need to check out marketing giant Communisis (LSE: CMS).

Even though the Leeds business is expected to suffer a 5% earnings slip in 2017, its ability to create lots and lots of cash (free cash flow soared 7% in 2016, to £12.9m) is expected to keep dividends rolling higher. Indeed, a 2.6p per share bounty is currently predicted, up from the 2.42p dividend shelled out last year. And the dividend is expected to move to 2.7p in 2018, helped by an anticipated 5% earnings increase. As a result, Communisis carries weighty yields of 5.4% and 5.6% for 2016 and 2017 respectively. And I reckon the company's ambitious growth plans should continue to deliver explosive shareholder returns. These projections are built on extremely solid foundations. Dividend cover rings in at 2.2 times and 2.3 times for this year and next, while the strong balance sheet should soothe the concerns of even the most jittery investors (net debt fell 23% last year, to £30.4m).

Communisis is becoming an increasingly important cog in the marketing strategy of the world's biggest companies and institutions, and the firm is casting its net far and wide to bring in new business. Consequently revenues generated abroad leapt eight percentage points in 2016, to 26%. And the creation of a US office this summer could prove a significant step in the company's growth programme.

[isis] 23/6/2017 12:40

hxxp://www.aol.co.uk/money/2017/06/23/2-dividend-giants-that-could-make-your-fortune/

[mount teide] 21/6/2017 10:32

St Ives Trading Update - 14 June 2017

Some interesting sector feedback:

'Following a challenging first half of the financial year, the first four months of the second half have, as anticipated, delivered a much improved performance; our expectations for the full year remain unchanged.

Strategic Marketing

Revenue for the Strategic Marketing segment for the first four months of the second half year was approximately 12% above the equivalent period in the prior year. Excluding the effects of currency movements, like-for-like revenue growth was approximately 7%.

As previously reported, we experienced a number of project cancellations and deferrals in the last quarter of the previous financial year, which also impacted revenue growth and operating margin within the first half of the current financial year. We are encouraged by the fact that the segment has now returned to delivering like-for-like revenue growth and also that the operating margin has improved significantly.

Marketing Activation

Trading conditions within our Marketing Activation segment continue to be very challenging due in large part to the ongoing pressures within the grocery retail sector, the segment's largest single market. Revenue was flat in the first four months of the second half (compared to a 3% decline in the first half) and the pressure on operating margin remains intense.

The cost reduction measures initiated within the segment have been implemented and the benefits are helping to mitigate this margin pressure.'

[isis] 19/6/2017 14:34

Communisis PLC CMS finnCap Buy 50.00 52.00 65.00 65.00

[cheshire man] 19/6/2017 07:35

You never know.... we may be on the turn :-)

[mount teide] 19/6/2017 07:34

Friday's 274,249 closing auction trade at full 52p offer price is something we have not seen for a while.

[lancasterbomber] 16/6/2017 20:25

Big rise today any reason?

[mount teide] 05/6/2017 22:11

In Euroclear's Monthly Stock Report for the end of May 2017 published today - there were no disclosable(over 0.5%) short positions in CMS, and just 0.04% of non disclosable positions, down from 0.07% in April 2017.

St Ives has no disclosable short positions, although the non disclosable short positions have increased slightly to 0.85% from 0.63% in April 2017.

[zho] 03/6/2017 16:39

Thanks MT. I see that CMS used to have the HSBC marcomms contract but lost it to SIV 6 years ago:

[mount teide] 03/6/2017 10:54

Return of the original investment in dividends and 300%+ capital growth in 7 years would see Warren Buffett smiling from ear to ear!


Great to see Communisis have won another major print management contract - PrintWeek report Communisis has taken advantage of St Ives ongoing woes by winning the renewal of their materially important print management contract with banking giant HSBC.



Question mark over St Ives contracts - Printweek - last week.



'Uncertainty over a number of major contracts at St Ives could put a crimp in the group's plans to sell off its print operations.

Speculation is also mounting about a number of important contracts currently held by the group.

PrintWeek has learned that St Ives has already lost its print management contract with HSBC, which is understood to be moving to Communisis.

In addition, two of the group’s major point-of-sale contracts are up for renewal this year. The Sainsbury’s work is out to tender at the moment, with the retailer understood to be close to making a final decision on its future supply. Sources close to the situation believe St Ives is likely to lose out. “Ideally they [Sainsbury’s] want a roster of suppliers,” a person familiar with the situation said.

Later this year Marks & Spencer will also go out to tender. St Ives was awarded a long-term contract with the retailer to supply all of its point-of-sale requirements back in 2005, when it also acquired the M&S inplant print facility in Burnley. That site was closed in 2015.

Book printing operation Clays lost its HarperCollins contract to rival CPI earlier this year, and is also facing an upcoming review of the substantial contract for book publisher Machete.

The HarperCollins contract expires next month, while Hachette runs until next year.
A senior industry source said: “Any buyer will want comfort from due diligence that the contracts are going to be renewed. The uncertainty over these contracts probably explains why St Ives has not yet been able to announce a sale. It does not sound good.”

[jtcod] 01/6/2017 14:45

I am not looking for any credit robard. I have had my fair share of losers too. CMS has done well to return such an amount over the time frame though and I thought they were due some credit. After all, how many companies in the sort of pickle they were in can reinvent themselves 'and' continue to pay dividends let alone return greater than 100% of the bottom out in 8 years? It's pretty rare, though I think SGC did something similar. Glad to hear you have done well btw.

[jtcod] 01/6/2017 07:16

Interesting StatThose who bought CMS at the bottom in late 2009 to early 2010 and held throughout have now received all their investment back in dividends. It bottomed at 12.5p and the company have paid out 13.29p since then.http://www.stockopedia.com/share-prices/communisis-LON:CMS/dividends/

[rivaldo] 31/5/2017 23:26

Indeed - and that would be the average of the two forecasts I posted. I really wouldn't trust Share.com's figures.

[salchow] 31/5/2017 22:10

Stockopedia shows broker consensus at 6.25p. I think I would go with that.

[zho] 31/5/2017 15:33

Hi Rivaldo,

>>I often find that the share summary web sites are out of date >>

Yes, agreed, but the reason I posted that link is that appears to show 2017 eps estimates reducing from 6.26p a year ago, to 6.24p 3 months ago, to 5.79p 1 month ago.

[rivaldo] 31/5/2017 13:27

Liberum currently forecast (adjusted and fully diluted) 6.3p EPS this year and 6.6p EPS next year (with 2.54p and 2.67p dividends).

Finncap's current forecasts are 6.2p EPS this year and 6.5p EPS next year (with 2.6p and 2.7p dividends).

I often find that the share summary web sites are out of date - or incorrect.

[zho] 31/5/2017 12:35

has 5.70p for 2017, 6.1p for 2018.

More detail by clicking the 'Communisis forecasts' link

[mount teide] 31/5/2017 12:24

The recent drop and recovery looks suspicious.

The drop to 46p last week was possibly triggered by a 2017 consensus earnings 'down grade' to 5.79p appearing on Digital Look at the same time. The very quick recovery back to 54p was largely driven by AT buys.

I can find no confirmation of the 5.79p figure from elsewhere - which all have an unchanged 6.2p.

[edmundshaw] 31/5/2017 11:14

A lot of buying today. Still very cheap and I added myself recently. Obviously around 5% yield is also attractive compared to savings rates.