Jaywing Share Discussion Threads

[battlebus2] 12/9/2013 12:41

I would hope so given the contracts they have won recently. Hopefully another catalyst for the shares.

[eezymunny] 12/9/2013 12:38

Just looking at the AR.

AGM on Thursday. I wonder if there'll be an update.

[battlebus2] 12/9/2013 12:31

Still ticking higher :)) Ali bet your glad you bought now!

[battlebus2] 12/9/2013 10:17

Hi Ali well done it's my opinion that even if you buy around the 20p mark there is still the potential for a 50% uplift to around 30p no matter how illiquid these are. EezyMunny i agree with you a p/e of 6 is far to cheap for a digital marketing company a p/e of 12 would see the shares trade at 33p. imv dyor etc...

[eezymunny] 12/9/2013 09:23

Companies win contracts investali so not exciting in itself.

I guess if they better last year numbers by a tad they may do adj pre tax of about £2.5m or about £2m post tax, vs mcap around £13.4 at 18p. That would give a PE around 6.5-7p so pretty cheap here if they have a good year.

I might add it to the EezyMunny portfolio if it was more liquid!

[investali] 12/9/2013 09:06

Morning guys!!

Bought a few today thanks to BB2 and GHF. Had to pay above the odds but when that target of 30p comes around won't I be glad I did.

Any idea what yesterdays contract might be worth??

Ali.

[battlebus2] 12/9/2013 08:44

Getting onto the radar a little more with some more buys this morning. Even after todays rise these are cheap if the next update is as good as we expect and with them winning good size contracts i'm very confident. imv dyor etc..

[battlebus2] 12/9/2013 08:42

Yep , i can't see the next statement being anything but good given the new contracts and job vacancies etc. Loverly rise this morning.

[britishb] 12/9/2013 08:17

I think 30p is reasonable Battle.

Given the cash flow and the confident sounding "we do not expect profits to fall" statement the valuation looks daft to me even after recent rises.

Who knows? Next trading statement might be rubbish!

[battlebus2] 11/9/2013 17:58

Thanks GHF, still a rather unknown share and thinly traded. It won't take much in the way of buying to send these higher if trying to deal this morning is anything to go by. Will try for some more in the morning if 15p is still possible. To me this looks like a great long term hold. Will mention JWNG to a few fellow investors this evening the story is that good imv dyor etc...

[glasshalfull] 11/9/2013 17:34

Welcome bb2.

I'd received a google notification of Jaywing's latest deal (fantastic improvement in technology these last few years) & see you've beat me in updating the thread. Thanks.

Nice deal and like yourself, I see plenty of upside here.

Regards,
GHF

[battlebus2] 11/9/2013 14:10

A few others joined the party today ?

[battlebus2] 11/9/2013 10:27

British B just realised you have a thread going :)) Taken a few this morning after researching this for a while. Set a target of 30p medium term as these turnaround. Some new contracts -

10th September 13

hxxp://www.thedrum.com/news/2013/09/10/blackwell-s-appoints-jaywing-build-robust-crm-warehouse
Blackwell's has appointed Jaywing to build a robust CRM warehouse, as the company looks to create a more tailored experience for customers. The academic, professional book retailer, publisher and library supply specialist has asked Jaywing to analyse customer data in fine detail, prior to building the CRM warehouse, which will create a single view of the customer that can be used to target specific email communications and provide relevant content for Blackwell's website. Alan Paterson, technical director at Jaywing, said: "We're very excited to be developing Blackwell's new CRM warehouse. This project is an indication of our growing capability for delivering joined-up, integrated marketing for major brands, which fulfil both immediate aims in terms of sales and longer-term ambitions for an enhanced customer experience." The system set to be created will allow Blackwell's to profile customers, providing them with relevant suggestions and offers in real-time. It will also allow the simple integration and use of new digital platforms and environments that Blackwell's may roll out in the future. Matthew Cashmore, digital director for Blackwell's, said: "Jaywing was the only agency that not only truly understood the vision we had for engaging with our customers, but could also relate it back to the system and turn it into something tangible and real. They demonstrated an immediate appreciation of our business, our positioning and how we could turn our ultimate aim of really knowing our customers into a genuinely integrated proposition." The move is the first step towards Blackwell's long-term goal of a data-driven, omnichannel offering.
Read more at hxxp://www.thedrum.com/news/2013/09/10/blackwell-s-appoints-jaywing-build-robust-crm-warehouse#88Z3hfbG6rqXXLSl.99

[battlebus2] 11/9/2013 08:52

Jaywing has a current market cap of 10.75 million and with great cash generation and debt falling which imv makes these very cheap going forward.

Another sign of a turn up for Jaywing is the number of job vacancies they have on their website, quite a few at the moment :))

hxxp://jaywing.com/agency/senior-interactive-developer-newbury/

[battlebus2] 11/9/2013 08:43

Thanks for the new thread Glasshalfull, taken a few this morning after researching this for a while. Set a target of 30p medium term as these turnaround. Some new contracts -

10th September 13

hxxp://www.thedrum.com/news/2013/09/10/blackwell-s-appoints-jaywing-build-robust-crm-warehouse
Blackwell's has appointed Jaywing to build a robust CRM warehouse, as the company looks to create a more tailored experience for customers. The academic, professional book retailer, publisher and library supply specialist has asked Jaywing to analyse customer data in fine detail, prior to building the CRM warehouse, which will create a single view of the customer that can be used to target specific email communications and provide relevant content for Blackwell's website. Alan Paterson, technical director at Jaywing, said: "We're very excited to be developing Blackwell's new CRM warehouse. This project is an indication of our growing capability for delivering joined-up, integrated marketing for major brands, which fulfil both immediate aims in terms of sales and longer-term ambitions for an enhanced customer experience." The system set to be created will allow Blackwell's to profile customers, providing them with relevant suggestions and offers in real-time. It will also allow the simple integration and use of new digital platforms and environments that Blackwell's may roll out in the future. Matthew Cashmore, digital director for Blackwell's, said: "Jaywing was the only agency that not only truly understood the vision we had for engaging with our customers, but could also relate it back to the system and turn it into something tangible and real. They demonstrated an immediate appreciation of our business, our positioning and how we could turn our ultimate aim of really knowing our customers into a genuinely integrated proposition." The move is the first step towards Blackwell's long-term goal of a data-driven, omnichannel offering.
Read more at hxxp://www.thedrum.com/news/2013/09/10/blackwell-s-appoints-jaywing-build-robust-crm-warehouse#88Z3hfbG6rqXXLSl.99

[glasshalfull] 04/9/2013 21:11

New thread WITH CHARTS for anyone interested.



Regards,
GHF

[glasshalfull] 04/9/2013 21:06

I see you've not changed...still an arrogant bar steward.
Yep, it's far too cheap.

Start my own thread.

Best of British!

[britishb] 04/9/2013 21:02

Why would I put a chart in the header? Daft idea. Too cheap is too cheap.

[britishb] 04/9/2013 17:23

Look DD it's flying. Doesn't silly old Mr Market take it's time sometimes? Headed for 25p if next update is anything reasonable IMVHO. AGM next week I believe.

[britishb] 31/7/2013 10:48

So you haven't asked or answered my questions then!

[dusseldorf] 31/7/2013 10:40

I missed your post, but I was present at the AGM today. Sanlam the company house broker has outlined a profit before tax of £0.49m estimate for 2013 - a £1.3m swing in trading performance. Sanlam outlined a £0.85m profit before tax for 2014 both released in an extensive brokers note (9 pages) which I have a paper copy of having attended. These ignore any contribution of any new events/new kpop.

EBITDA 2013Estimate £0.75m, 2014 estimate £1.03m. Revenue 2013 £9.62m, 2013 £10.02m

As far as I could ascertain all events are profitable at the individual level except blue&white which will be b/e this year and profit making next..

Cash flow by all accounts has been problematic due to the length of time it takes to receive payments from events and historic minimal cash balance. Net cash estimates of £0.19m y/e 2013, £0.85m y/e 2014.

I'll be posting a full response to the Q&A's I had sight of later tonight. One 3% shareholder not present but represented voted against proposals, but all resolutions passed.

[britishb] 30/7/2013 19:37

DD I don't have a view on PAA's future performance because the company hasn't released enough information for me or anyone else (IMO) to do so. INstead of wasting your time here I present you with the following challenge:

Phone the company and ask them...

Has H1 with all these events been profitable at the pretax level. If so how much??
Has H1 generated free cash flow? If so, how much?
If H1 was profitable and generated free cash flow why have they issued 2 x t/s with just this "contribution" nonsense?

Then report back.

Is that fair?