Interactive Prospect Targeting Share Discussion Threads

[kdwilson] 14/3/2006 09:07

oh ho - here we go...180p the resting level ?

[kdwilson] 14/3/2006 08:09

hmmm - not the reaction i was hoping for! Given how hard they have run i guess the danger today is that we see some profit taking - buy on rumour and sell on fact!

[kdwilson] 14/3/2006 07:46

looking at the average volume over the last few weeks there is clearly a large buyer hoovering up stock which will help drive this substantially higher given there is not much stock around with everyone holding on tightly!!

[chiva20] 14/3/2006 07:27

Agreed kd, I got the feeling this was going to be positive. Topping up!

[kdwilson] 14/3/2006 07:20

oooooh what a cracking set of results! This company is firing on all cylinders. If we assume EPS of 10p+ this year, ignoring the very high liklihood of upgrades and possible acquisitions seeing this well beaten, then these are trading on 20x versus 40x+ for most of its US counterparts...even a modest re-rating wll see these blast through 300p..and based on these results they should start that re-rating today - get in early before the crowd arrives to drive this up to 230p+!!

[chiva20] 13/3/2006 16:41

Interesting comments about expansion into Europe I thought.

Still looking good for £2.30 in the next week or so. I suspect the results are going to be well ahead of expectations. Let's see what tomorrow brings.

[rambutan2] 12/3/2006 01:40

piece in sats daily mail...

[bluewalls] 07/3/2006 14:24

I heard that had been aquired didn't realise it was them. Nice catch.

[chiva20] 07/3/2006 07:46

Hi Bluewalls, they acquired PPS, the Postal Preference Service. This projected them into the major league for the postal side of the business. This means they can compete with the likes of Axciom & experian on volume and include a more multichannel approach. Something no competitor can healthily offer.

[bluewalls] 06/3/2006 23:55

Chiva20 - can you confirm who IPH have been aquiring? I know that one of their biggest competitors have just picked up EDR.

[chiva20] 06/3/2006 10:42

Buzz,

I'd guess IPH were a front runner. Would add well to the portfolio. I know IPH are very acquisitive at the moment and bullish about prospects for the next year, & traffic is an area they have suggested they'd like to move into. DGM would further add to the hold IPH has over it's competitors so would be a common sense move imo.

Chiva

[buzz4rd] 06/3/2006 09:19

dgm recently announced interest from prospective buyers - any thoughts on whether IPH could be a potential suitor ?

[kdwilson] 03/3/2006 13:38

noooo - dont rise - im trying to buy!!!

[chiva20] 03/3/2006 11:13

I think it may be a different ball game so far as DM goes overseas, which may not fit ideally with IPH resources, however I could see them either being acquired from overseas probably the US or adding to the portfolio by buying something established overseas themselves. Either way they are quite an aggressive outfit so if we don't hear something along those lines at these results I'm sure something will give in the following weeks/months.

[wjccghcc] 03/3/2006 10:25

The way they've developed in the UK has been very impressive and I'm a very happy holder. It would be nice though to see some sort of expansion overseas mentioned in the results IMHO.

[chiva20] 03/3/2006 10:19

Don't think you'll be disappointed kd, I expect 220 post results on the 14th.

[kdwilson] 03/3/2006 09:56

that's good enough for me - im going to build a proper position!

[chiva20] 02/3/2006 22:36

Kd & Rambutan - wouldn't be a bad move imo. DYOR, however I regard this is being one of the securest plays in my portfolio. Evidently from the share price in the last two weeks I'm not alone. I've been watching these closely for the last year & also have the advantage of a contact there who tells me profits are rocketing (which is always nice to hear!)

I also like the story behind this comp, they're riding the new media wave, seem very innovative and have multiple products to bolster the key DM operation. They've a strong competitive advantage over traditional suppliers in their data collection methods, which is cheaper and more accurate. As a result traditional suppliers are playing catch up 5 years later since their current business models are struggling.

IPH further cut into this market share by buying up PPS last August, and as a result have very little competition from a new media perspective, and dwindling competion from a traditional perspective. They're also branching into other sectors including traffic (simlar to DGM) and research. At present IPH represents only a small part of the global DM industry so for me it's a no brainer where these guys are heading. A good short term play with the results on the 14th, I'm comfortable holding onto these until at least the end of the year,

Chiva

[kdwilson] 02/3/2006 17:30

Chiva20

should i be piling in ahead of the numbers in a couple of weeks?

[rambutan2] 01/3/2006 23:30

perhaps i havent missed the boat then.

[chiva20] 01/3/2006 22:43

Hi all,

I hold shares here as I have contact with staff who work here. Rumour has it they're to post strong results & this in combination with broker recommendations has caused the recent lift in the price. IPH are also very acquisitive having recently swallowed up a major competitor so I would not be surprised if they were moving to consolidate the direct marketing industry further. Expect some good announcements in the next few months. My end of year view is £3.

Good luck all

[rwilliams57] 24/2/2006 12:39

Looks like Canacord have given a buy rec. for the share

"We recommend investors BUY the stock at current levels. Based on a combination of our
DCF valuation and a peer group comparison, we would value IPT at £83.0 million, or 232
pence per share, 52% ahead of current levels.

Here is the link

[rwilliams57] 24/2/2006 12:30

Yes up 9.7% so far today, but on only 6 trades total volume 8939 shares. Could be an anomaly.

If I were a trader I might consider selling, bid-offer spread not huge, anyone any idea if anything is happenning?

[wjccghcc] 24/2/2006 12:26

Had these for a while. Lots of potential here but market hasn't really noticed them. I wonder why they've suddenly woken up.

[rambutan2] 05/2/2006 16:36

november 05 broker note from canaccord...


surprising lack of thread for this online media play, so for anyone with anything of interest to say, here's one to do so on!