Next Fifteen Communicati... Share Discussion Threads

[cfro] 04/12/2014 16:03

The forward pe here should be around 12 i would i think, so not remotely in any way overvalued or indeed even fairly valued at this price.

[gargleblaster] 04/12/2014 15:40

I have dipped my beak in here for the first time! Buying close to the top does not really worry me (for now at least) since the fundamentals look really good - have been watching this one for a long time. Acquisition looks small but good value.

[battlebus2] 04/12/2014 13:19

Hi Cfro good to see you've bought in.
Story looks great here with the dynamic Mr Dyson :))

[cfro] 04/12/2014 11:32

Yes, great acquisition and i have bought in here this morning.

Fantastic to see you already here bb2. :-)

Quick bit of research this morning but i do like the focus on the US.

[battlebus2] 04/12/2014 07:12

An excellent acquisition announced this morning.

[battlebus2] 21/11/2014 17:52

Could be tipped somewhere..

[baxter99] 21/11/2014 16:52

For NFC that was some pretty hefty buying in nice round chunks this afternoon. Someone seems to have taken a shine to it. Not that I'm complaining.

[battlebus2] 21/11/2014 15:49

Nice rise ;))

[battlebus2] 18/11/2014 11:44

Tim Dyson after their recent results....last line says it all...

We have just announced our second interim results for the twelve months to 31 July 2014. It is great to report that trading was encouraging during the period with organic revenue growth of 5%, largely driven by a continued strong performance from our North American business which saw 12% organic revenue growth.

Trading in the UK was much improved in the second 6 months with a like for like revenue growth of 4% whilst EMEA and APAC were broadly flat. The Group’s reported total annual revenue increased by 6% to £101.5m, up from £96.1mm in 2013.

We are continuing our transition from traditional communications services towards social and digital communications. At Next 15 we want to create a new type of integrated marketing group – one that positions itself around the technology of marketing: data, insight, analytics, apps, content platforms and of course content itself.

The internet is redefining the role of PR – from being the poor relation of marketing services to being the objective experts of digital media. We have trusted adviser status with key clients and that gives us the chance to redefine and extend our areas of influence across digital, creative, mobile, social networking and content marketing.

I believe our agencies, each specialists and best in class in their field, can become “open source”, that is, easy to integrate with. This will provide new broader opportunities for our clients, enabling them to easily use the spectrum of products and services from across the Group in a “plug ‘n play” fashion.

In practice this means that we should have an obsessive focus on insight and analytics, content and technology and, wherever possible, simplify the business model. In APAC we have aligned our Text and Bite operations and we expect to see an improved performance from the region in the coming year.

Further I am really pleased to announce that the Group has agreed to acquire the trade and assets of Story, a content advertising agency which applies established storytelling techniques and talent to marketing and communications. Story has offices in New York and Seattle and its clients include Unilever, SEI, Beech-Nut and Lexus. This continues the Group’s strategy of investing in digital content and insight businesses.

In San Francisco we have signed a lease at 100 Montgomery Street which will be the new location for all of our businesses in that city. After a four month fit-out, we are aiming to relocate all of the Group’s Bay Area businesses there early in the New Year.

Improving our financial controls and processes has been a real focus of the last six months following the appointment of Peter Harris in March of this year and I am pleased to say that he and his team have implemented a number of changes benefitting our agencies and our clients.

Current trading remains encouraging, with good performances expected across the board for the rest of our new financial year to January 2015. With a strong new business pipeline and significant new client wins including GoPro, DropBox and BT, I am confident that even better times lie ahead.

- See more at: hxxp://www.next15.com/2014/10/07/tim-dyson-2nd-fy14-interim-announcement/#sthash.FnmevybG.dpuf

[battlebus2] 18/11/2014 11:21

A few buys this morning and new highs :))

[battlebus2] 14/11/2014 10:45

I hope your right hatter2, i'm not adverse to further rises :))

[hatter2] 14/11/2014 10:44

Good luck with your purchase battlebus2; I will be staying a while longer I feel.

[battlebus2] 14/11/2014 10:36

Hi hatter2, i like the area they are in and don't hold anything like that in the portfolio, they have already seen a strong rise but i'm expecting much more. Set a target of 180 to begin with but if the acquisition continues to perform we may see more than that.

[hatter2] 14/11/2014 09:21

Hello battlebus2, I bought in on Guy Fawkes day last year and although I have almost sold several times it continues merrily upwards. Now it’s one of my best performing shares and also including a dividend that is expected to be about 3% next year.

Very, very quiet board as you can see.

[battlebus2] 14/11/2014 08:50

Bought a few of these this morning.

[mo123] 21/1/2014 11:06

Canaccord Genuity upgrade, target 108p. May not move too much however until new FD in place.

[germalene] 14/11/2013 10:55

I'm out today with +12.5% profit, not a fortune but not bad in just 14 days.

[markie7] 13/11/2013 20:52

hargreave hale increasing stake. announced today.

[sar10] 13/11/2013 17:04

So whats the news? I was late to the party at 78.5p!

[germalene] 13/11/2013 14:54

Me, I squeezed in at .7275 ;-))

There's some news too today which may take share price up even more.

[grahamg8] 12/11/2013 17:57

Onward and upward. Now why on earth didn't I buy more a couple of weeks ago at 71p?

[geraldus] 11/11/2013 11:05

Some large buying this morning.Had a mention in IC last week,reporting broker as saying earnings on the cards of 10.6p next year and 'too cheap'.

[grahamg8] 10/11/2013 20:56

The bounce on release of the final results was expected as the drop following the trading statement seemed to be overdone. I've spent a bit of time pondering what a likely target price should be and came up with a range of 94-105p. When a Company has to make accounting adjustments the profit figures don't mean a great deal. Of more interest is the cash flow from operations, now £11.2m (£10.1m in 2012). This tells me there is still a very healthy business here with profits and cash flow increasing. Once the dust has settled then the ability to grow dividends into the future will become clear. And if you don't like valuing a business on its future dividend return then NFC has pretty healthy asset backing too.

[sar10] 07/11/2013 08:57

Well I'm in for some today. Looks like a sound company to me notwithstanding the fraud issues. If they meet targets or even get close this year they will be well north of here. Reasonable divi to boot.

gla

[germalene] 05/11/2013 11:39

.......even by the end of today. Nice one.