Next Fifteen Communicati... Share Discussion Threads

[cfro] 20/5/2015 09:40

Up we go,nice one! :-)

I took the brave decision to add further today despite the recent strong rise as i believe there is much more to come here.

I estimate the forward pe to be no more than 12 at the most.

[battlebus2] 19/5/2015 17:53

Just an excellent share to hold cfro :))

[cfro] 19/5/2015 13:58

Up strongly again today.

[cfro] 18/5/2015 10:47

Moving this morning....

[battlebus2] 11/5/2015 18:39

Yes, lots to come here if we are patient.

[cfro] 11/5/2015 16:03

Good to see this ticking up a bit today. :-)

[gargleblaster] 01/5/2015 22:14

Yes, director purchases look good - in fact since July 2013 there have been seven purchases and only one sale (and the sale matched a simultaneous transfer in). Good to see directors/shareholders interests aligned!

[cfro] 30/4/2015 15:20

Great to see the chairman buying at this level.

[interceptor2] 30/4/2015 12:43

For info, link below with news of director buying at 177p.

[cfro] 29/4/2015 18:27

Thanks BB and Gargleblaster.

Canaccord's estimates of 14.7p look a little conservative to me, especially given managements intimations on further acquisitions and the fact that the latest acquisitions made in recent weeks are yet to bed in.

Good to see another small tick-up today. That chart is looking gorgeous! :-)

[battlebus2] 28/4/2015 20:56

Edison have a new note out.....

Revenues
01/14 98.7
01/15 109.2
01/16e 125.4
01/17e 133.0

[cfro] 28/4/2015 07:50

Yes, there's one of the further acquisitions they were alluding to.

Excellent set of results. :-)

[markie7] 28/4/2015 07:38

Looks very good to me

[battlebus2] 28/4/2015 07:18

Excellent results and the acquisition of Encore and still on the look out for more earnings enhancing deals...

Next Fifteen Communications Group plc
Final results for the period ended 31 January 2015
Next Fifteen Communications Group plc (“Next 15” or the “Group”), the digital communications group, today announces its final results for the eighteen and twelve months ended 31 January 2015.
Headline financial results for the twelve months to 31 January 2015
Twelve months to
31st January 2015
(Unaudited)
Twelve months to
31st January 2014
(Unaudited)

Revenue £109.2m £98.7m +11%
EBITDA £14.6m £10.6m +38%
Operating Profit £12.7m £8.8m +44%
Operating Profit Margin 11.7% 8.9%
PBT £12.5m £8.3m +51%
Diluted EPS 13.2p 7.4p +78%
Dividend per share 3.5p 2.6p +33%
Net cash generated from operations £15.6m £7.5m
Headline results represent the performance for the 12 months to 31 January 2015 adjusted to exclude amortisation, impairments, restructuring charges and certain other non-recurring items as detailed on page 23.
Corporate Progress
Revenues increased by 10.6% to £109.2m from £98.7m last year
Group organic revenue growth of 6.1% with double digit growth of 11.3% in the US
Significant clients wins including Twitter, Time Warner Cable and Vimeo
Simplification of operations in EMEA and APAC & Co-location of San Francisco offices
Significant improvement in operating profit margins led by non-US regions
Acquisition of Encore, a programmatic advertising technology business
Statutory financial results for the eighteen months to 31 January 2015
Eighteen months to
31st January 2015
(Audited)
Twelve months to
31st July 2013
(Audited)
Revenue £158.5m £96.1m
Retained profit £0.9m £0.7m
Diluted EPS (0.2)p 0.5p
Dividend per share 5.5p 2.6p

Statutory retained profit has remained relatively flat at £0.9m (2013: £0.7m) following a period of significant restructure.
Commenting on the results, Chairman of Next 15, Richard Eyre said:
Next 15 continues to make good progress with strong revenue growth in the US and an improving margin performance from its operations in the rest of the world, notably the UK. The acquisition of Encore and investment in Animl, which we've announced today, are in line with the Group’s strategy of investing in businesses that deliver great content, insight and the technology that enables these. The Group has got off to an encouraging start to its new financial year, with trading patterns of the last twelve months continuing.

[battlebus2] 26/4/2015 18:40

Results on Tuesday so some more details then cfro.

[cfro] 16/4/2015 09:39

In the last trading update the company alluded to "three smaller investment and acquisition opportunities that should be concluded within the next six months....


They did also allude to a possible US acquisition, so i wonder if there are still more deals yet to be announced?

[battlebus2] 07/4/2015 09:59

Westhouse reiterates its add stance and keeps their target price at 188..i expect we will see an upgrade after the upcoming results .

[interceptor2] 07/4/2015 09:23

I didn't notice the RNS until just before the open, the title "Additional Listing" didn't really hint at a positive or interesting RNS.

Seems like the RNS is being noticed now.

[cfro] 07/4/2015 08:23

Yes Battlebus! :0))


I very nearly missed this news despite trawling through the 7am rns's.


'Immediately earnings enhancing' is what i like to hear! :-)

[battlebus2] 07/4/2015 07:51

Excellent news this morning cfro..

Next Fifteen Communications Group plc ('Next 15' or the 'Company'), the digital communications group, announces that on 02 April 2015 it acquired the remaining 32.8% minority interests in Beyond Corporation Limited and Beyond International Corporation ("Beyond"), its digital experience design agency, for an aggregate consideration of GBP2.37m. The consideration comprises GBP2m in cash with the balance being satisfied by the issue of 204,931 new Ordinary shares of 2.5p each in the Company ("Ordinary Shares") to the sellers..


On 21 January 2014, Next 15 announced that it had acquired a 51% interest in Republic Publishing Limited ("Republic"), a content marketing business based in London. Next 15 is pleased to announce that on 02 April 2015 it acquired the remaining minority interest in Republic for an aggregate consideration of GBP3.0m, of which GBP1.8m is being paid in cash now, GBP500,000 is being satisfied by the issue to the sellers of 302,094 Ordinary Shares and the balance of GBP700,000 in cash and Ordinary Shares will be deferred until 2016.


The acquisitions are expected to be immediately earnings enhancing for the Company.

[battlebus2] 02/4/2015 12:36

Yes looking forward to their results and have been adding every now and again, we already know trading is ahead and as you say possible acquisitions to come, a great solid company in a growing sector especially in the U.S. all imv ofcourse dyor etc.

[cfro] 01/4/2015 14:08

Share price has been very quiet here for the last few weeks now.

We know that they are actively seeking acquisitions both in the UK and the US. Over £4m was raised @145p recently for this very purpose.

So, knowing that news on this front could come any day now, i remain a very happy and patient holder of NFC.

Results only a month away.

[leona306a] 11/3/2015 22:33

NFC release the final results on 28th April.

[cfro] 04/3/2015 18:24

Yep, thats closed on a high today. :-)