Jaywing Share Discussion Threads

[p1nkfish] 10/1/2019 08:37

Shame they can't dispose of ineffective management.
Lost confidence.

[p1nkfish] 20/11/2018 07:58

Data science is losing people, or having problems recruiting or headcount costs going up to keep staff. It also reads as too concentrated in customer terms.

"Our data science consultancy has seen comparative H1 EBITDA performance down by £0.6m year on year, which reflects the scaling down of a relatively large and high margin financial services project. The focus here has been and continues to be on securing new business, alongside some cost realignment in what is an increasingly valuable industry segment, where there is a scarcity of talented resource."

[p1nkfish] 20/11/2018 07:53

Notice the priority, are they thick? Customer validation ALWAYS comes first. They exist to service customers, not BS awards. Whoever wrote it just doesn't get it and is probably THE PROBLEM.

"Our approach was recognised once again when Jaywing was awarded best large integrated agency in the Prolific North Awards for the second consecutive year in May 2018. It was also validated by major new business wins for SugarCRM and Hermes as well as growth in existing clients including Firstdirect."

[p1nkfish] 20/11/2018 07:51

HSM disposal makes sense, low margin and most likely headcount heavy per £ sold. It might make Jaywing more interesting to an acquirer.

Jury out on the management, still.
It's not delivering and references to the "Prolific North" early on in the results is BS. It should be much further down or not in there at all. One example of their priorities.

Growth in profit, gross margin, revenue & cash should take priority, not winning awards.

[p1nkfish] 18/11/2018 23:30

Change of MD -


His new gig -

[p1nkfish] 13/11/2018 08:19

This is the sort of news Jaywing need to make more of. They promised uplift and then delivered it.

For a Marketing bunch they don't market themselves well to investors. Avoiding credit risk is critical, this reads well.

[p1nkfish] 03/11/2018 20:13

All news from Sept/Oct relates to awards or a nomination. Nothing related to new business that can make a difference. Says it all.

[p1nkfish] 02/11/2018 13:41

Major investors are toothless and JWNG, with all their capabilities, are not exhibiting signs of being able to push the business upwards. More like circling a drain until proven otherwise.

[p1nkfish] 25/10/2018 20:03

The major shareholders are none too interested else they would have shown some leg by now. It languishes and no sign of any activism.

Very disappointing performance from the management. Even the newsflow is weak, nothing very meaty.

Patience has a limit.

[spooky] 06/10/2018 14:20

S4 Capital - I would have thought EBQ are a more obvious listed target.

[p1nkfish] 06/10/2018 10:23

Can we have some meaty profitable signings instead of the likes below.

If an acquirer was interested I reckon it would put the willies up management as they would feel the heat immediately.

As is it comes across as a club of chums having a jolly good time. Or am I jaded?

[p1nkfish] 29/9/2018 19:06

"S4 Capital plans further acquisitions in content, data analytics, media planning and digital media buying."

Sorrells new vehicle, S4 Capital, would do us all a favour if it looked this way. JWNG is probably too small. They have bought MediaMonks and looking for other targets.

[arthur_lame_stocks] 29/8/2018 07:40

Useful, but not huge in the grand scheme of things.

[p1nkfish] 29/8/2018 07:35

Wonder why they announced the wins now when known already, except value.
Hope they didn't win by slashing margin.
Useful £2m revenue.

[p1nkfish] 21/8/2018 18:38

You have to wonder how very badly this is managed. Ridiculous.

[p1nkfish] 02/8/2018 08:23

News out of Oz.
Let's hope they are not winning by slashing margin.

Consolidated offerings should be good for both sides but jury out on this management & if they have the commercial spouse outside of "build it and they will come" acquisition strategy.

[p1nkfish] 25/7/2018 18:27

"We're Jaywing.
We transform businesses and fuel brands."

How about doing something revolutionary, like running the place to make money?

[p1nkfish] 25/7/2018 18:20

Time for a re-jig of management.
It needs a businessman at the helm targeting profitability.
Marketeers can only take a company so far.
Well spotted Arthur.

Now, can large shareholders apply pressure or is it too small a value to warrant any attention by the big boys?

It's no longer acceptable for this to continue as is.

Erroneous finals, business not progressing adequately, profit out of sight.
All they know how to do is acquire, hire mates and kick the profit can down the road.
I can see some more funding being needed to stop the wheels coming off, at a discount too.

[arthur_lame_stocks] 23/7/2018 22:12

Can anyone else spot the error in their figures in the (restated) final results.

Clue - check the operating profit under note 1. segmental analysis - looks like they've added back depreciation rather than subtracted it.

Bloody good show lads, no wonder the finances are such a mess!

[p1nkfish] 12/7/2018 21:54

Management are under the spotlight. They have been lucky with the loyalty of larger shareholders so far. Changes could be called for to change the bus driver.

[walbrock82] 11/7/2018 12:53

This company was touted to become a leader in the science of digital marketing 10 years ago. Now it has fallen down the wayside. Here my assessment of their results:

[p1nkfish] 08/7/2018 11:48

Finals 10th July and the share price hasn't moved in anticipation so probably means a damp squib.

The forward look will be critical to show if management have made impactful changes and driving the business and not just going with the business flow.

[p1nkfish] 28/6/2018 00:22

A couple of recent wins, I think this has bottomed.
Some sign of turn around in results and a decent forward look and it should move up.