Mediasurface Share Discussion Threads

[stemis] 06/2/2007 08:43

I agree the fundamentals look good but what do MSR do that is so different? They have a programme which allows users to build and update their web sites. Why is that so different to say 1and1 or SiteBuild It?

[yump] 06/2/2007 08:26

Yes, I guess this is not a bad time for anyone to buy in on the basis of the chart. Although 20p is possible again, it doesn't look that likely and if the market starts looking ahead more, then there's a forecast of 2p earnings to work with on whatever p/e seems appropriate.

Whichever way you look at it the peg is low. 1.35p eps is growing at 30% and the p/e is around 15. Thats a peg of 0.5 on 2007. If earnings go up more than that (which I think is likely) then say 1.5p drops the p/e to around 13 and the peg even more to 0.3 ish. I like the compounding effect.

PEG isn't everything, but it gives a reasonable measure of how much you're paying for growth.

Main thing is, revenues are increasing quickly and there's plenty to go at in their market.

[rivaldo] 06/2/2007 08:17

This looks quite an interesting company, and I gather it was tipped by a certain "Tech investing" magazine this weekend? Does anyone have a synopsis of what was said, or perhaps a recent broker note they could send me?

[mattyfromtheblock] 03/2/2007 13:47

Thanks a lot sruk. Ru invested here?

[sruk77] 02/2/2007 21:20

Shares in issue: 77.2m

Major Shareholders:
Amount: %
Marlborough Fund Managers 5,700,000 7.38
Merrill Lynch International 4,700,000 6.08
Michael Edward Jackson 4,243,232 5.49
Helium Special Situations Fund 3,200,000 4.14
Southwind Limited 2,450,000 3.17

Keep a close watch on the coming dates...

Next annual report due: 12- Feb- 2007
Next AGM: 22- Feb- 2007
Next interim announcement: 18- Apr- 2007

[sruk77] 02/2/2007 21:05

Wish you all the best of luck Matty.

[mattyfromtheblock] 02/2/2007 18:34

is it only you here sruk? This looks like a very interesting company that on a forward PE of 8.4 and PEG of 0.1 for 08 looks like it could really in the mean time. Contract wins seem to be quite prolific and so future earnings estimates could well be underestimated requiring a re-rating. The trend recently looks like the market is wising up to this a little bit. Think I will watch the price action next week and do some serious research over the weekend and look to get in when the timing is right.

[abix74] 02/2/2007 00:54

Snowmann - 1 Feb'07 - 18:31 - 66452 of 66454

LOL !!

After all Abix twaddle about Utd going broke , the Scum are going to be bought by someone who will load the club with debt to pay for the deal and will eventually float the club on the stock market ;-))

Hehehehe ;-))

thenry2468 - 1 Feb'07 - 21:40 - 66453 of 66454

LOL!

abix74 - 2 Feb'07 - 00:49 - 66454 of 66454 edit

Snowy

Your stupidity is legendary so when you read this from inside the Gillett camp; read and weep.



"Gillett is a serious investor with a good track record," a source in his camp said. Since his 1990s downfall, the American has rebuilt his empire and is estimated to have a personal fortune of £440m.

Gillett has not made public how he intends to pay for his proposed £170m buyout, write off debts of £80m, pay for a £200m new stadium or fund transfers. "But if you're asking whether this a majorly debt-driven venture, then no," the source claimed. "It is not a Glazer-type deal."

The Glazer family borrowed heavily to buy Manchester United and have since heaped £660m of debt liability directly on to United's books.

LOL!

[sruk77] 31/1/2007 18:30

RNS Number: 1792Q Mediasurface PLC 25 January 2007

Mediasurface plc
(the "Company")
Holding in Company

The Company was notified today that following a transaction on 24 January 2007, Merrill Lynch International is interested in 4,700,000 ordinary shares in the Company, representing 6.085 per cent. of the issued share capital

25 January 2007

This information is provided by RNS
The company news service from the London Stock Exchange

END
_________________________________


MEDIASURFMediasurface is Fastest Growing Company in Sector.

A 42% half-year growth over the previous half-year positioned Mediasurface as the fastest growing software provider in the content management sector. Half year results from January – June 2006 of publicly quoted content management providers in Europe and USA including Stellent, Vignette, Interwoven and Filenet were compared in the analysis.



The company posted a pretax profit of 806,269 stg for the year ended Sept 30 2006, compared with a loss of 811,609 last year. Operating profit before exceptional items was 813,401 stg against a loss of 543,951, while full-year sales grew 42 pct to 9.67 mln stg.

Mediasurface said its earnings for the foreseeable future will be reinvested to finance the growth of the group and its acquisition strategy and that it continues to not recommend the payment of a dividend.
_________________________________

08 Jan 2007:

Preliminary Announcement for the Year Ended 30th September 2006:



Financial and Operating Highlights

• Turnover up 42% to £9.67 million (2005 :£6.80 million)
• UK achieved revenue growth of 58%
• USA revenues doubled
• License revenue growth of 61%
• Annualised recurring revenue up 28% at £2.5 million (2005 : £1.95 million)
• Reported operating profit before operating exceptionals of £0.81 million (2005 : loss of £0.54 million)
• Cash of £1.1 million as at 30th September 2006 (2005 : £0.3 million)
• Bank facility increased to £0.5m (2005 : £0.35 million) to provide additional working capital headroom
• Continued investment in software development of £1.37 million (2005 : £1.25 million)
• Released a new version of Mediasurface Morello (5.4) in July 2006
• Pepperio, a new product for the SMB market place, was officially launched in May 2006
• Established a software development centre in Bangalore, India in April 2006
• Established a sales office on the West Coast of the USA
• Pipeline opportunities continue to increase both in quantity and quality

I calculate that there is the potential for the shares to be valued at 2x current year turnover over the next year.

[bb4] 29/1/2007 11:38

Brussels Airport Re-brand Takes Off
Brussels Airport has announced the launch of its new website. Completely in line with the new corporate identity that has recently been introduced, the new website is a sophisticated combination of efficiency and relevant information in an attractive interface. www.brusselsairport.be is managed by powerful web content management system tool Morello and uses Measuremail as an e-mail marketing tool. The full implementation was handled by web agency The Reference.

[dibbs] 26/1/2007 23:28

Yump,

More of the same would be great. I guess that every week will not be as good as this one, although I'll take the rises very happily! I feel that I would be greedy to ask for too much, have had a fab January TAN, RCG, MSR going great guns. Also small holdings in a few microcaps gone ballistic also. I'm sure that the market will sober me up shortly, it seems to have a habit of throwing up something when all looks too good.

Dibbs

[yump] 26/1/2007 16:20

See you for more of the same next week - possibly ?

[yump] 26/1/2007 16:07

Nice finish to the week. Can't think of much to say - straightforward business really, growing well.

As they said that the quality and quantity of the pipeline of sales was growing, then perhaps we'll get announcements of some of the larger deals in due course. Should be an interesting year - must remember to keep watching even if the share price levels off for a while !

Judging by the reaction on results day there'll be time for a timely top-up if significant news comes through.

Perhaps a new brokers note will appear from Peel Hunt soon, not just the forecast update.

[bloodhound] 26/1/2007 12:13

Should see a re-rating soon.

[donaferentes] 26/1/2007 10:42

heading for an all time high >22.5p - yes!

but, on ~zero volume so far

[yump] 26/1/2007 08:37

Morning everyone. Nice to see the chart behaving itself !

[yump] 25/1/2007 21:04

I think I may have missed TAN because it may have never actually been cheap, which can be a mistake. MSR isn't that cheap really on immediate inspection. Also missed YOUGOV, which is even in my field, but was generally quite highly rated as it grew I think. Now have a mental note to screen the business first and how good it is before looking at ratings and eps.

[donaferentes] 25/1/2007 19:47

Yeah, I missed both the above, even though I was monitoring. Now I feel I missed the boat. Except WGN will be 200p by year end so I shoudl get into that really. Never mind, MSR will have us smiling at our own cleverness soon enough!

[yump] 25/1/2007 17:37

TAN is a classic and for some reason I must have passed over it last year sometime - must pay more attention as it passes all my criteria. Don't like buying so much when a share has really started to motor. I guess its one for the back-burner if we get some sort of nasty market correction.

Like to get them earlyish, when they're going up in steps and the steps start shortening, just like MSR.

[donaferentes] 25/1/2007 17:33

That's now not true, of course.

Could do with a bit of action here to justify not being in TAN and WNG whewre all the action seems to be atm.

Come on MSR!

[yump] 25/1/2007 17:33

Ah - You've also raised the number of posters today by 50%.
I love it when shares move up well with noone posting :-)

[donaferentes] 25/1/2007 15:43

Nice clear break out above EOD 20.25p established 8th Jan, but not yet over the inter-day high of 22.5p that day. Showing quite nice volume too - perhpas a bit of momentum building to take us up a leve (and clear of my spread).