M&c Saatchi Share Discussion Threads

[cf456] 01/11/2024 13:07

'Ideas of the Week - This glamorous small cap is sparkling again

Under a new management team, however, M&C Saatchi is starting to look increasingly attractive. Past scandals and constraints on shareholder returns are retreating over the horizon, while demand is improving, margins are widening and cash flow is preparing to rebound.'

[cf456] 30/10/2024 16:56

Artisan Partners buying at the current price too

[cf456] 28/10/2024 18:01

Octopus Investments has been buying again

[uncle_sam] 03/10/2024 10:41

Highlighted in today's Times, with a 'Buy' rec. Peel Hunt upgrades it from Hold to Add.

[cf456] 18/9/2024 11:02

'Profits jump at M&C Saatchi

M&C Saatchi’s (SAA) interim results contain a winning combination: strong organic growth and a smaller cost base.'

[hornets89] 18/9/2024 08:29

Nice solid results today and good to see the cost-saving measures really coming through in increased profitability.

Interested in hearing what management have to say at their presentations today about the growth strategy going forward.

Think this has a lot more to go in time.

[cf456] 18/9/2024 06:20

A good set of results.

‘Significant improvement in profitability driven by the global cost efficiency program, local cost actions, loss making business exits (particularly in Advertising), and improved mix:

o LFL operating profit grew 40%, primarily due to Advertising
o Operating margins of 14.2% (+3.4ppts), driven by higher-margin Non-advertising Specialisms at 23.4% margin (+2.2ppts), and Advertising at 11.4% margin (+7.2ppts)
o LFL profit before tax increased 26%’

‘Our strong first half performance and solid Q3 trading to-date underpin our confidence in delivering in line with FY 2024 market expectations’

‘We will continue to deliver on our cost saving programme whilst also making strategic investments in the second half of the year to underpin our ambition of long-term sustainable growth and delivering strong returns for shareholders.’

[cf456] 01/9/2024 15:07

Some positive coverage in a well known tipsheet this weekend.

[qs99] 23/8/2024 07:24

Liking the continual rise ahead of next update....DYOR

v quiet board

[cf456] 10/5/2024 09:15

Yes, a strong uptrend here. A clear break above 200p would be very bullish.

A favourable backdrop market-wise as well with smallcaps finally seeing some traction and anticipating a drop in interest rates over the coming months.

Artisan clearly very keen increasing its holding yet again.

[hornets89] 10/5/2024 08:17

Artisan keep nibbling, nice to see us tickling £2.

Hopefully with the economy in recovery mode we can see some decent earnings growth here in 2024

[cf456] 22/4/2024 15:45

Director buying at 183.75

[indiestu] 12/4/2024 13:38

Iceberg! Dead ahead!

[x54v] 12/4/2024 11:55

The largest volume in quite some time.

[stemis] 12/4/2024 11:15

Surely Saatchi isn't going to stay independent for the long term. A potential bidder only has to have a word with Murria and they are half way there...

[cf456] 12/4/2024 10:45

Chunky volume today. 2 x 1.1m trades @ 180p.

[cf456] 10/4/2024 14:34

"M&C Saatchi's shares look cheap as its tranformation starts to bear fruit"

[cf456] 25/3/2024 07:44

Quite a jump in Artisan Partners holding - to 10.51% from 5.71%.

[cf456] 20/3/2024 16:41

Heavy buying again today.

Would be good to see a clear break above the 180p level and a move towards 200p.

[someuwin] 05/2/2024 19:15

Thatcher’s favourite ad men hired for NatWest retail share sale

The agency founded by the Saatchi brothers in 1995 has been handed the task of persuading millions of Brits to buy shares in NatWest later this year, Sky News learns...

[cf456] 02/2/2024 13:39

A lot of buying going on at 180p in the past 30 minutes.

[x54v] 18/1/2024 17:28

Closed on a multi-month high with some strong volume.