Crossrider Share Discussion Threads

[shroder] 20/6/2015 12:22

Yup, always handy to have in times of consolidation sector wise.

General media trends non company specific.


MAGNA Global Perspective on US Digital Media

IAB/PWC Webinar April 22, 2015



IAB Internet Advertising Revenue Report conducted by PricewaterhouseCoopers (PWC) -

[battlebus2] 19/6/2015 12:47

Sitting on a cash pile shroder, who knows what target we have.

[shroder] 19/6/2015 12:39

The whole sectors had a bit of a tough time recently.

Consolidation seems to be the way forward for many players which could see margins improve overall.

[battlebus2] 19/6/2015 10:16

Seller still about though someone picked up 20k at 91p, a STEAL imv... dyor etc

[battlebus2] 18/6/2015 16:24

Clearly selling pressure of sorts even with the recent director buying, we know that can change very quick. Cash positive in 2014 and sitting on a cash pile worth 50p a share so expecting another acquisition anytime.

[battlebus2] 18/6/2015 16:20

Yes but i'm hopeful those figures will be well beaten, it's all about the future with 2015 figures i have are eps 3.12 on a p/e of 30 and 2016 eps of 5.5p and a p/e of 17. Given the growth and the sector they are in i'm looking for a share price well north of 150 on a medium term basis. All imv dyor etc...

[puku] 18/6/2015 13:20

bb2 - this caught my interest from your thread, so took a look.
Last years adj eps was 9.5c say 6p for a p/e of around 15. However, according to the (dreaded) I Chron ( 13 Mar) costs are likely to outstrip sales in the coming year. House broker forecasts eps of only 4.7c say 3p for a forward p/e of 33 - hence the weak share price ? On my watch list for now.

[battlebus2] 27/5/2015 12:13

Disappointing to see these fall to new lows on a bit of selling pressure..

[battlebus2] 17/5/2015 22:45

I noticed a couple of large trades here last week one for 35k and one for 230k :))

Crossrider PLC LON:CROS platform user Matomy Media this week saw 50,000 shares of stock purchased by insider Ofer Druker.
The stock was purchased at an average cost of GBX 135.75 ($2.10) per share, with a total value of £67,875 ($104,826.25) in a transaction dated 11th May 2015.

The following day, shares of Matomy Media Group (LON:MTMY) traded down 1.8657%, hitting GBX 131.50. The stock had a trading volume of 24,741 shares. Matomy Media Group has a 52-week low of GBX 129.00 and a 52-week high of GBX 254.75. The stock’s 50-day moving average is GBX 174.05 and its 200-day moving average is GBX 211.47. The company’s market cap is £118.73 million.

Crossrider PLC LON:CROS operates in the rapidly growing digital advertising market, and specialise in improving return on investment for advertisers and increased monetisation for publishers through the analysis of big data. Crossrider has both web and mobile platforms which generate its own big data and has developed a proprietary ad serving algorithm and engine that can extract value from this data to deliver relevant advertising to targeted users. Matey Media Group are one such user of their platform.

[battlebus2] 17/5/2015 22:44

It's all about digital.

[battlebus2] 17/5/2015 22:43

I've been buying a few of these due to the growth and the trend of the sector they are in, debt free with $76 million in cash. Group’s financial results on 18 December 2014. The Group grew significantly in 2014. Crossrider’s total revenues for the year were $71.1 million which represents an increase of 380% on total revenues of $14.8 million in 2013. Of the growth in revenue for 2014 of $56.3 million, $47.8 million was due to organic growth and $8.5 million due the acquisition of Ajillion and DefinitiMedia in May 2014. Group Adjusted EBITDA(1) was $13.3 million compared to $1.1 million in 2013. The Group was cash generative in the year with a cash inflow from operations of $9.3 million and ended the year with cash balances of $76.0 million at 31 December 2014.Placing of 44,563,107 new Ordinary Shares of USD0.0001 each at a price of 103p per Ordinary Share and Admission to trading on AIM.
One downside could be the large holding of 60% of the shares by one holder but worth a small punt imv but dyor etc applies.

[battlebus2] 17/5/2015 22:41

Crossrider is a leader in monetising desktop and mobile media through the use of ‘big data’. Our data acquisition and media monetisation derive from diverse products and services lines, forming a unified offering of improved Return on Investment (ROI) for advertisers and better monetization for publishers through the use of Crossrider’s collective insights.

[battlebus2] 15/5/2015 21:58

I noticed a couple of large trades here yesterday one for 35k and one for 230k :))

Crossrider PLC LON:CROS platform user Matomy Media this week saw 50,000 shares of stock purchased by insider Ofer Druker.
The stock was purchased at an average cost of GBX 135.75 ($2.10) per share, with a total value of £67,875 ($104,826.25) in a transaction dated 11th May 2015.

The following day, shares of Matomy Media Group (LON:MTMY) traded down 1.8657%, hitting GBX 131.50. The stock had a trading volume of 24,741 shares. Matomy Media Group has a 52-week low of GBX 129.00 and a 52-week high of GBX 254.75. The stock’s 50-day moving average is GBX 174.05 and its 200-day moving average is GBX 211.47. The company’s market cap is £118.73 million.

Crossrider PLC LON:CROS operates in the rapidly growing digital advertising market, and specialise in improving return on investment for advertisers and increased monetisation for publishers through the analysis of big data. Crossrider has both web and mobile platforms which generate its own big data and has developed a proprietary ad serving algorithm and engine that can extract value from this data to deliver relevant advertising to targeted users. Matey Media Group are one such user of their platform.

[battlebus2] 13/5/2015 20:51

It's all about digital.

[battlebus2] 13/5/2015 13:31

Bought an initial few of these as I believe they are undervalued given the recent growth and the trend for increases within their sector. 2015 already has started well so look forward to the next update to add.

All IMHO so dyor etc.

[busterdog2] 06/3/2015 18:13

From the admission document revenue for the six months ending 30/6/2014 was $26,586,000. From the latest trading update revenue for the full year is expected to be approx. $71,000,000. So the revenue for the second half must have been approx. $45,000,000. Again from the admission doc. the full year revenue for 2013 was $14,846,000. Stunning growth imo.

[ukinvestor220] 18/12/2014 08:08

"revenues and EBITDA for the full year to 31 December 2014 ("FY2014") are expected to be ahead of market expectations."

No figures though - is it all fluff

[jgp212] 05/5/2002 12:31

Ash Bash,

Of course:-)

Jeff

[mr ashley james] 05/5/2002 12:27

Bionic,

No thanks, I would not touch it!

PH Well connected, great city chums, but not 4 little old me!

Upside possibility IMHO 195p ie plus 50% ie 65p from 130p issue price, downside minus 76.40% loss 110p ie target worst case 35p IMHO

Past tense IMHO!

Cheers

Ash

[mr ashley james] 05/5/2002 12:24

Jeff,

I am still grumpy, of course I need to support the utterly not totally content and maladjusted corner, will you join us PLEASE?

Cheers

Ash