International Marketing & Sales Share Discussion Threads

[bluebelle] 16/1/2009 11:00

Presumably it's not just this lot :

% of total
CRANBOURN INVESTMENTS LIMITED 23,37%
VPC AB 10,90%
GREGORY NEIL THAIN 7,71%
STATE STREET NOMINEES LIMITED 7,20%
EUROCLEAR NOMINEES LIMITED 5,28%
CHASE NOMINEES LIMITED 4,62%
VIDACOS NOMINEES LIMITED 4,45%
CITIBANK NOMINEES (IRELAND) LIMITED 3,85%

Updated: 30.08.2008

but the people whose companies have been acquired at least in part with IMSG paper who will be interested in the detail of the new arrangements.

[andrbea] 16/1/2009 10:29

delisting has been deferred to ca 16 Feb
consultations first with major shareholders about the proposed delisting

[islam1] 09/1/2009 17:50

Does delisting cause such panic that the price drops like a stone? Where is the supposed rational mind in the financial markets?

It seems that the move to delist is to enable costs of listings to be saved. The company is profitable with 40 offices around the world, and have good spread of risks within the mix. However, the market dislikes these foreign operations, and perhaps the reason for the low rating of the share.

We have till end of month to sell if company votes to delist. The only question is, how would you sell the shares after delisting? What worth would they have?

[almosr] 06/1/2009 11:34

I feel sorry for you guys who bought at hugely inflated prices, but I still think that this would have been a good quick smash-and-grab opportunity.
There probably is a buyer in the offing (not necessarily a "predator"), who could indeed, as andrbea points out be after the listing at a bargain price, as much as the company, and is jumping in before EGM.
My advice now, however, is caution, since I don't see an offer much above current price (6p at time of writing).
I'd love to be wrong for all you guys who paid £1/£2 for these duds.
(PS They will have to issue an RNS soon, if this goes on)

[mister md] 06/1/2009 10:37

announced 13th oct

The Company also announces the grant, to certain members of the Board of
Directors, of options to subscribe for a combined 372,000 ordinary shares at an
exercise price of 30p in accordance with the IMSG share option scheme.

[andrbea] 06/1/2009 10:32

too risky to buy IMO

the only safe situation would be a predator buying the company and keeping the listing (before the delist is voted upon on Jan 15th), and the MMs have a whiff of that scenario perhaps (only explanation I can see for such a big rise over several days).

But until something like that is the subject of an RNS I wouldn't dip my toe into this, much too risky.



nia dyor

[katsy] 06/1/2009 10:31

lol best advice ever andrbea!

[almosr] 06/1/2009 10:21

My guess is that a buyer has appeared.....maybe as high as 6p?
It will make all those directors buys at around £1 look silly, but best to get out from under with something intact.
Expect an announcement?

[andrbea] 05/1/2009 11:00

would advise against buying
is on a delisting schedule (egm 15 Jan)

[andrbea] 05/1/2009 10:31

the spread is a turn-off


god knows why they're taking it up

[andrbea] 05/1/2009 10:30

going higher

[andrbea] 05/1/2009 10:07

why today's biggest riser (80%)

thought it was being delisted?

[bluebelle] 03/12/2008 11:23

PUGUGLY - 28 Nov'08 - 08:46 - 225 of 228

It's difficult to be certain from this statement but it seems to me that the key concerns are around cash, from two perspectives.

1. They don't appear to be generating enough of it, hence the stated focus on conserving cash. This is a sensible strategy but, in a sales driven company, not always easy to achieve without damaging top line growth and then the danger is of getting into a downward spiral.

2. Such revenue as they are producing is in local currencies, which have mostly fallen, in some cases quite substantially, against the USD, in which the accounts are stated. Although in reality this doesn't much matter as long as costs are being incurred in those currencies in roughly the same proportion, it makes the figures look bad.

I think at the moment these sort of companies - with apparently healthy gross profit figures but lots of ( ) 'below the line' - are out of favour with the market, especially when they are warning about their future operating environment.

[mryesyes] 29/11/2008 22:17

It is only being delisted, your cert is not valueless, it is now part holder in a larger company without trading and its restrictions, so we can better remunerate and take on top staff, poach

[mryesyes] 29/11/2008 22:16

It is only being delisted, your cert is not valueless, it is now part holder in a larger company without trading and its restrictions, so we can better remunerate and take on top staff, poach

[mickeyvino] 28/11/2008 13:04

I,m no expert buy trading statement does not read badly so why the big drop????

[pugugly] 28/11/2008 08:46

Heavily down today on a VERY FOGGY trading statement. I find very difficult to read though the convoluted verbage to determine both the current true position and a clearer understanding to where the coy is going.

Market reaction (which in my experience is usually right) is that they are nearly CAPUT.

Any expert on this stock able to clarify?

[digging] 28/8/2008 14:13

ab regards i-mate//imte it is so undervalued it beggers belief as you know i have been adding this week.a genuine 10 bagger if ever ive seen one.15-17p cash no wonder mm,s have cut the buy limits.

[broadwood] 28/8/2008 14:07

Very nice - I only need it to go up 300% from here to get my money back.

[andrbea] 28/8/2008 14:05

yep hope so, with imte

meanwhile imsg does the business

up 26%

[digging] 28/8/2008 14:04

ab another one for us.i-mate/IMTE next.results anytime and buy limits crashed from 150k to 12500.

[andrbea] 28/8/2008 08:10

up 10% at open

imsg fell heavily on the last update of 20 August (and rightly so as they had to make a sizeable provision)

but today's statement details recent contract wins and exudes optimism going forward

eg


Adrian Stewart, Managing Director, Specialist Service Area Development, IMSG
International

The first half of 2008 saw continued growth within IMS Retail in Russia and the
launch of this business unit in two new countries within the IMSG network. In
Russia the team have consolidated our long-term strategic relationship with
Metro CC and expanded several core business areas with this client, including
price monitoring and non food consultancy. In addition the team has picked up
major new projects for two of the biggest Russian chains, 7th Continent
(supermarket) and Lenta (hypermarket).

IMS Retail also launched operations in Turkey and Romania in the first half of
2008, building on its relationship with Metro CC in Romania and, in Turkey, IMS
Retail has been launched with a non food consultancy pilot with Tesco-Kipa.

ITM in Russia has recovered strongly in the wake of senior management defections
in Q1 2008 with the acquisition of several major new accounts in Q2 and Q3 08
including Philips and Total. In addition this business unit has significantly
grown a number of existing clients including Nokia and SAB Miller and is in a
strong position going forward into 2009.

In August 2008 we communicated our new business development strategy for the
next 12 months to the Group. This approach is already starting to bear fruit. In
2008 IMSG opened global negotiations with a major international business to
provide field marketing solutions in four major IMSG markets: Russia, Turkey,
Hungary and Romania.

[digging] 26/8/2008 15:11

ab going in for another 600k cvl