Mediazest Share Discussion Threads

[hazl] 09/5/2017 20:49

Yes a very good way for them to marKet themselves and provide visibility for their products!
When you think of the different companies there are out there now....they chose little 'ol MDZ well done them.

IMO

[frjdnverijtnhj8568934] 09/5/2017 13:54

There was news out last month on this. It's a one-off and was commissioned by Four by Two who presumably subcontracted out to the likes of Mediazest who put up some displays and touch screens etc. It's very surprising a local one-off like this can put 30% on the share price. I would be surprised if the shares don't fall back when reality hits.


hxxp://www.essentialretail.com/news/article/59020d9799b8b-digital-studio-b-bank-opens-in-kensington

Clydesdale and Yorkshire Banking Group has opened a one-off innovation lab, called Studio B, to help customers create new ways of thinking about money and how it affects their lives.

The lab, based at 150 Kensington High Street, has been designed by Four by Two. The agency was commissioned to create a truly omnichannel experience that mixed on- and offline communication.

[ochs] 09/5/2017 08:09

At least this announcement should mean the next placing won't be as low as I'd been fearing - which is good for holders!

[hazl] 09/5/2017 08:07

pot and kettle come to mind........

[frjdnverijtnhj8568934] 08/5/2017 20:57

Shareprophets are covering this stock now.

MediaZest – “Significant Project Completion” ramparoonie (Oops, sorry) ‘announcement’
By Steve Moore | Monday 8 May 2017

hxxp://www.shareprophets.com/views/28936/mediazest-significant-project-completion-ramparoonie-oops-sorry-announcement

[hazl] 08/5/2017 12:57

I prefer to concentrate on the 'financials' and if you look you will see that in the last few years, the turnover is up, the profit not so much in negative territory and the eps also.



31 Mar 2013 (GBP) 31 Mar 2014 (GBP) 31 Mar 2015 (GBP) 31 Mar 2016 (GBP)
turnover 1.85 100.00% 2.94 100.00% 2.48 100.00% 3.14 100.00% m
pre tax profit -0.55 -29.78% -0.68 -22.93% -0.78 -31.25% -0.25 -7.86% m
attributable profit -0.55 -29.78% -0.65 -22.18% -0.66 -26.42% -0.25 -7.89% m
retained profit -0.55 -29.78% -0.65 -22.18% -0.66 -26.42% -0.25 -7.89% m
eps - basic -0.15 -0.09 -0.06 -0.02
eps - diluted -0.15 -0.09 -0.06 -0.02
dividends per share - - - -
Facts.

[frjdnverijtnhj8568934] 08/5/2017 11:33

and you think they deserve the benefit of the doubt? They've been releasing the same type of rampy RNSs for over a decade. I'd suggest there have been far too few naysayers discussing this stock.

Needless to say if things were financially going great I think they'd be shouting about it from the rooftops. I prefer to focus on what news they do NOT release in these RNS statements.

[hazl] 08/5/2017 10:32

'For confidentiality reasons, MediaZest does not provide exact contract amounts.'

'The range of solutions provided has included videowalls, touchscreens, audio systems and content, a flexible LED ribbon screen, projections and face recognition, and the Company will provide ongoing content management services and maintenance support.'

No firm would provide this for free.
They are obliged to make certain announcements.
To my mind you have been wittering on too long about this firm and trying to tread on any rise, or any bit of good news.

For the record I have only a token holding here, from a very long time ago when all this technology was very new.
I decided to keep some through rain and storm and am the first to say, and I say
again ,they were not good at marketing their products.
I am not here to promote them just to provide some balance, they seem to being doing better and are attracting some fairly big names...Top shop etc.
To have a constant naysayer turning up like a 'bad penny' just needs the occasional addressing,in my opinion.
Sure they are not out of the woods yet but their financials have improved year on year,and more recurring revenues,if they are not allowed to talk 'sums'
then we will just have to wait for the results.

IMO

[frjdnverijtnhj8568934] 08/5/2017 08:46

Another horrible RNS. What does it mean?

Points to note. This NOT a new contract. All they are saying is they have completed an existing contract. No value mentioned. Did they lose money on this contract?

Highly dangerous to take this with anything more than a massive pinch of salt. It means absolutely nothing to me but unbelievably the shares are up 30%. Same old same old. Some people never learn.

[hazl] 08/5/2017 08:12

Good 'ol MDZ does seem to be fighting back at last!
Their marketing is so much better.
Contract is the important word.

[knicol46] 08/5/2017 07:35

'completed a substantial project for Clydesdale and Yorkshire Banks'

RNS out..

[frjdnverijtnhj8568934] 30/3/2017 21:26

Remember there is also a net working capital deficit of £0.75M so this still looks very overvalued to me. In fact given that deficit it would not be difficult to argue the equity is worthless given the historical performance and probable ongoing losses.

Really this company should not be listed at all. It is completely unsuitable for a listing. The extra costs must be a real burden. These are costs they can ill afford. However they need the listing so they can continue with the relentless, never-ending jam tomorrow spiel and thereby continue placing shares. They've done that on average once a year since listing! A complete disaster for shareholders but the salaries need to be paid.

On top of all that there is the unfortunate O'Neill/CCCAL issue which positively reeks. There is no transparency.

[ochs] 30/3/2017 17:50

Or perhaps just another placing?

Market cap is now only just over £1M - almost low enough for a reverse takeover!

I do hold here, so am tempted to average down for a potential bounce at some point - but I'm not sure.

[frjdnverijtnhj8568934] 30/3/2017 08:26

Falling to new lows.

I feel a "new business" update coming on!

[frjdnverijtnhj8568934] 06/3/2017 12:07

Well I think they would do themselves, and shareholders, a big favour by just releasing plain old trading updates. I regard the "new business updates" they regularly release as absolutely toxic. There should be a wealth warning in big red letters at the beginning of them. I want to know if business is improving, if revenues are improving, if profit is improving. They do not tell you that. Instead they describe all the marvellous new business they are winning but as any semi-savvy investor knows any company can be winning new business when the actual trading performance of the company is deteriorating. All companies, or nearly all, need new business wins just to keep standing still.

The time to invest in MDZ is when they cease releasing "new business" updates because then you will know things are getting better and they don't need to raise more funds.

[hazl] 03/3/2017 14:25

It is also to do with the current general market we know this.
In the past,they were not good at marketing their products,in my opinion, but improved when they brought in somebody specific from memory.
I agree their past record has not been good let's hope they have turned the corner.
IMO

[frjdnverijtnhj8568934] 03/3/2017 12:07

I think I'm allowed to be sceptical given what has happened to shareholders here over the years.

A few years ago the news released today would have put 50% on the share price. However it's obvious no-one takes these blatantly rampy updates seriously anymore. They've heard the same stuff a dozen times over the years and they know what's almost certainly coming round the corner. More losses and a placing.

Assuming the opaque offshore vehicle CCCAL ,and Lance O'Neill, are one and the same, and I don't see how any sensible investor can assume otherwise, it's obvious where the motivation is to keep this thing going. CCCAL's loan has been paid down over the last few years mainly from proceeds of placings however it's still substantial and they'll want their money back before the music stops. Also if you assume standard non-executive director rates and hours worked, then O'Neill is being paid about 1 grand per day for his work at MDZ. That's despite O'Neill being an ever present at the company when it IPOed, and an investment at the IPO stage has resulted in a 99.7% loss. Even investors in the latest placing last year are down 30% and are no doubt bracing for the next one.

This is a serial loss-making business with a substantial negative working capital position relative to its market cap. On a risk/reward basis it looks an extremely poor investment proposition.

Good luck with your investment.

[hazl] 03/3/2017 09:57

Well its off its lows and they are getting contracts so perhaps you will find different avenues of pessimism if that's your mantra.

[frjdnverijtnhj8568934] 03/3/2017 09:55

There is always a hook. It's always next year when things will get better. Then the next year. Then the next etc etc......

[hazl] 03/3/2017 08:12

Reoccurring revenue is exactly the way forward.
Let's hope they are getting their act together.

[frjdnverijtnhj8568934] 03/3/2017 08:06

It's been 12 long years of fantastic news.

No mention of profits which tells me all I need to know. Another loss-making year expected.

[livup967] 03/3/2017 08:03

well done mdz … fantastic news keep it coming

[frjdnverijtnhj8568934] 03/3/2017 07:55

Classic. There it is. The old "New business" update.

What can you glean from it? Well it sounds like all the other ones to me. Very rampy! £500,000 of new business in 2 months sounds good but we know new business is required to be won to make up for finished contracts so what are they telling us exactly? Remember they don't even make a profit on £3M annual revenues.

No mention of profits so I'd assume another loss-making year for the year to end of March 2017. Why assume anything else since they've posted a loss for the 11 previous years?