Media Square Share Discussion Threads

[spaceparallax] 20/9/2006 16:07

I like treacle and will definitely buy more if given the chance at 20p.

[bashful3] 20/9/2006 15:10

Trend line suggests a re-test of 20p. Treacle, this stock - just like treacle...

[steven100] 19/9/2006 10:59

i don`t know about the rest of the group but at Clark Mckay Walpole very are busy
my brother is one of Creative Director so he should know !

[spaceparallax] 19/9/2006 10:07

Steven,

I'm very pleased for you - would you care to elaborate?

[steven100] 18/9/2006 23:58

my brother works for them - at Clark McKay Walpole !

[peteh1] 17/9/2006 11:10

It would be nice if the company informed us of some of the disposals it is making and not just the aquisitions.They must be busy building the parts of the businesses that tie in with there business plans but I would like to hear of those parts of the newly purchased businesses that they are selling off.

[markie7] 15/9/2006 21:02

take a look at the underlying expected forecast growth between 12 months to 2007, and 12 months to 2008

It's a people business across mixed (mainly UK) market backdrop. think about it.

[spaceparallax] 15/9/2006 15:26

Pete,

Agreed, very exciting prospects. Progress will inevitably be slow because of the Markets' need to slowly come to terms with the reverse takeover and requirement for continuing evidence of success. This will happen in good time and as the MCap grows to critical levels, this will be monitored by more big investors. I firmly believe that we will be approaching 50p by the end of 2007 unless we suffer a drastic change of business fortune.

[peteh1] 14/9/2006 21:28

What great potential this company has.However as usual companies like this are news driven and the company is not forthright in supplying abundant amounts.Still you cannot have everything I suppose.Still feel that this is rock solid and the safest play in my portfolio.With a dividend and the promise of a higher share price later,I am still holding tightly.

[chap1889] 14/9/2006 16:53

and so back we are at the 22p support. Not holding all at present, but mightily tempted this afternoon to buy all back.

[spaceparallax] 06/9/2006 10:51

Bletherer,

Thanks for that (and to Fingers of course) - as always, his analysis is valued.

[bletherer] 05/9/2006 07:54

Fingers has given his usual thorough technical analysis of MSQ on the "£1" chart analysis thread. Post 6682. He would want to see a close above 25.50 on good volume to confirm a breakout, at which point he would expect a rapid rise to the 30-32.50 zone where there is powerful resistance. On the downside a close below 21.50 would suggest that this will remain in the doldrums for a while longer.

[addas99] 04/9/2006 07:36

Re above, AGM this Thursday (7th)...I can't make it, anyone planning on attending?

[addas99] 31/8/2006 16:20

"We aim to give a further update on these developments in the Group once we reach the half year stage of the current financial year.".....stated within their results. Half way = end of Aug, so hopefully soon.

[wilco99] 31/8/2006 15:45

why does everyone think there will be an update soon?

[markie7] 26/8/2006 14:13

must be cash only consideration, and below the 10% mkt cap / sales AIM class tests, to get away with such limited disclosure.

allows them to manage expectations.....

[peteh1] 25/8/2006 17:03

All this jam tomorrow stuff is great but it doesn't give the shareholders anything.

[addas99] 25/8/2006 09:45

chap, don't go to sleep, update expected next week!

[chap1889] 25/8/2006 08:19

Media releases
Media Square acquires majority interest in Leonhardt & Kern, Germany
25/08/06
Media Square plc, the AIM quoted international marketing communications and marketing services group, has, via its German subsidiary SEA GmbH & Co KG, acquired a majority interest in Stuttgart-based Leonhardt & Kern, one of Germany's longest-established advertising and marketing agencies.
Leonhardt & Kern has proforma annualised sales of €10 million and some 50 employees at its offices in Ludwigsburg, Stuttgart.
The acquisition reinforces Media Square's stated strategy of building upon its best performing businesses and of growing critical mass in each of the geographies where it has identified good long term profit growth opportunities.
Leonhardt & Kern was established in 1966 and is now a full-service advertising and marketing agency with strong B2C credentials. The company's client list includes: Mercedes Benz, Robert Bosch, Steigenberger Hotel Group, Dinkelacker Schwabenbräu (south west Germany's largest brewery group), insurance group VHV and Lotto (the German lottery).
Commenting on the acquisition, Markus Reiser, Media Square's divisional chief executive with responsibility for continental Europe, said:
"Leonhardt & Kern is a great German advertising brand and it will be incorporated into the SEA group, our principal business in Germany. Following the acquisition, SEA will employ around 220 people, with offices in Düsseldorf, Frankfurt, Berlin, Bonn and Stuttgart. SEA is fast becoming one of the country's largest and most successful advertising groups.
"Leonhardt & Kern's consumer marketing skills, creative heritage and planning excellence will significantly strengthen SEA's overall client offering."
Jeremy Middleton, chief executive of Media Square plc, added:
"Expansion into continental Europe is an important part of our plan to develop the Group and it will help to offset our dependency on the UK market. Leonhardt & Kern will broaden our client base, add to the range of services which we offer and help us to achieve our ambitions more quickly.
"The Leonhardt & Kern team is very well respected in its market and produces award winning work for some very interesting clients. The acquisition of Leonhardt & Kern follows the launch of Böning SEA in Düsseldorf in May this year."


Doesn't say how much they paid or the profitablity of this outfit. Reference to annualised sales a bit odd. I thought (hoped!) that they were giving up on acquisitions for a while to let the existing acquisitions bed in and the group prove itself (and not take on even more debt). At least it sounds like a small bolt-on though.

Back to sleep for another couple of months and another 20% ;-)

[addas99] 21/8/2006 13:42

Interesting comments from WPP's Sorrell about the increasing switch towards internet and digital media....by the end of the year online advertising will account for an estimated 14% of the UK market, twice as much as in the US and the rest of the world.

Worth re-reading extracts from last month's annual report, MSQ certainly shares this view proving how right they are to target this area for key growth.....

"There is no doubt that we have some highly valuable businesses within Media Square, not least of which is our online business, twentysix group. It is one of the best resourced and largest online advertising, online marketing and advertising technology businesses in the UK."
"Media Square owns a highly valuable "pure play" online advertising and technology business and has a strong overall position in the online space. In certain markets up to 30 per cent of some traditional business has been converted into online spend during the last three years. We expect this trend to continue and accelerate, especially in areas such as market research, direct marketing, customer loyalty and customer publishing, and our strong position means that we will be at the forefront of this trend. The Group's entire online activities currently account for some #9.2 million of our revenues and around 16 per cent of our historic profits. Overall, we would anticipate that all online activities will, by 2010, account for more than one third of the Group's profits."

[rcktmn] 18/8/2006 10:49

Thank you Adda99... good to be on board and looking forward to the update..

[addas99] 18/8/2006 09:49

Welcome rcktmn, the update expected in the next two weeks should send us onwards and upwards...and more appreciative market recognition for Q4/Q1.

[rcktmn] 18/8/2006 09:11

Bought in this morning...(small time but will top when I can)... onwards and upwards !

[peteh1] 16/8/2006 20:44

Roll on the re-rating.MSQ now coming out of their low period after the acquisition.The chart now beginning to show we are on the way north again.Some would say about time too.