Smartfocus Share Discussion Threads

[leearm] 27/4/2010 08:57

Such a shame this share struggles to get much above 11p despite numerous contract wins. Anyone expect this to move upwards anytime soon?

[bostonborn] 30/3/2010 17:34

Salamander was tipped this weeks Investors Chronicle (Friday 26th March). Can anyone post the article here, thanks.

[foxman14] 24/3/2010 08:51

On Selftrade I'm getting bid and offer at the same price 11.65p!

[ceohunter] 19/3/2010 10:31

To view last night's presentation by smartFOCUS please follow this link:

[andy] 18/3/2010 10:40

Anyone going tonight?

[kirs] 17/3/2010 14:38

Yep - but they were far more interesting at 3p than 12p. If they can keep their growth up and let it fall to the bottom line - then the price should be 13.75p in a years time. Small company, too much risk for me to take a risk at this level. Better to buy on the dips sub 10p.

[andy] 17/3/2010 13:36

New article!

[joan of arc] 17/3/2010 11:55

Also my copy of the RNS did not show the notes to the accounts which I would have liked to see.

[ahpla] 17/3/2010 11:48

Ah so people were buying yesterday before the results we released. Either punting - or pre-released somewhere...

Revenue growth at 15% - hardly exciting - but in the environment of 2009 - probably not too bad. 90% increase in email usage, 35% increase in revenue. It indicates that people are only buying email - not the other solutions around the shop, which is probably indicates that they have integrated business silos, rather than a product offering. Recurring revenue now 66% - better than what it was - but part of this would be having the US acquisition for a full year in 2009 compared to 2008, and more email product which is on a monthly subscription. Will take a long time to get to 100% - which is where the company would start to print money.

They went through a big cost reduction program - but costs have not gone down as substantially as I remember they promised.

They don't have any forecasts published - which makes it feel like a private company run for management and a select bunch of investors, than your normal AIM investors.

Decent cash pile - no dividend. Fully pirced IMHO.

[ceohunter] 17/3/2010 08:47

Article on STF here:

Nice results!

They are also presenting at a Proactive Investors One2One forum tomorrow. Details here:

[kirs] 16/3/2010 19:09

Lot's of small buying - what did I miss - was their an annoucement? A pre announcement? Share currently trading at a 30% premium to their float price. not bad over 6 years.....

[ceohunter] 08/3/2010 14:12

Proactive Investors One2One Forums

The directors of smartFOCUS Group (AIM: STF), Amphion Innovations (AIM: AMP) and National Milk Records (PLUS: NMRP) will be presenting on:

Thursday the 18th March 2010
at the
Chesterfield Mayfair Hotel, 35 Charles Street, Mayfair, W1J 5EB

The presentations will start at 6:00pm and finish at approx 7:30pm. After the presentations are complete the directors will also be available to take questions during a free canapé and wine reception.

[verisimilitude] 02/3/2010 12:15

Just added!

[kirs] 02/3/2010 10:26

Sounds like it is not material account - otherwise it would be a full RNS release.

[cocker] 02/3/2010 07:29

Thats more like it!

[ahpla] 26/2/2010 12:21

You get what you pay for here. The marketing talk is cheap, the punctuation is very expensive. First talk on new technology for a while, no talk on who is going to buy it, and how they are going to sell it, or how much it sells for. The market will consider it vapourware until it becomes £'s.

To me it reminds the market how little has been released over the last few years, which would give me a reason to sell rather than buy. They are now a long way behind their competitors who have much larger R&D budgets.

[jeanesy] 25/2/2010 19:19

Why the need for a share price movE ? The company is good at putting out RNS'S that having nothing to do with contracts. Even when they do there is no value put on them and therefore it is impossible to say how good they are. IMO be very cautious with what price you pay here!

[welsheagle] 22/2/2010 07:26

RNS Number : 4596H
smartFOCUS Group PLC
22 February 2010

?


22 February 2010

smartFOCUS presenting at TFM&A 2010

The Prestigious UK Annual Technology for Marketing & Advertising Forum



smartFOCUS Group plc ("smartFOCUS" or "the Company") (AIM: STF), a leading
provider of multi-channel marketing software, is pleased to announce that it
will be showcasing at the annual Technology for Marketing & Advertising (TFM&A).

TFM&A 2010, a key event in the UK marketing technology calendar, will be held on
Tuesday 23 February and Wednesday 24 February at Earl's Court, London.

Chris Underhill, CEO, smartFOCUS, said: "TFM&A is a very strong event and a
perfect location for us to present new solutions, new partners and our new
brand."

- Ends -

[masurenguy] 17/12/2009 07:24

An interesting distribution partnerhip !
........................................

RNS Number : 2657E
smartFOCUS Group PLC
17 December 2009

smartFOCUS and Initiatives & Developments (Group ID) sign partnership agreement to
develop loyalty management and CRM market.

smartFOCUS' multi-channel marketing software added to Group I&D portfolio to complete
its consumer loyalty management solution

smartFOCUS Group plc (AIM : STF) ("smartFOCUS", the "Company" or the "Group"), a leading multi-channel marketing software group, has signed a partner agreement with leading global loyalty marketing specialist, Initiatives & Developments (Group ID), under which Group ID will integrate, operate, and resell the full smartFOCUS Intelligent Marketing software suite as part of its loyalty management solution to its European customers and prospects. Paris-headquartered and listed on the Euronext market, Group ID is an expert in the development of consumer loyalty management solutions and customer relationship management (CRM) programmes. The company designs, creates and executes loyalty and CRM initiatives for some of the leading companies across Europe, including Carte Bleue VISA, l'Oréal, Microsoft, British Telecom and Havas Voyages, bringing together purchasers, communities and partners through its technology, consultancy and processes.

Marcelo Scaglione, Chief of the Executive Board for Group ID, said: "We needed an innovative yet proven solution to deliver the level of scalability, functional depth and ease-of-use needed to deliver an unsurpassed breadth of offering to the loyalty management and CRM programme marketplaces. Our search for a software solution led us to smartFOCUS, and an offering which combined everything we needed to easily and cost effectively deliver relevant and targeted marketing communication, as well as increase campaign results and marketing return on investment for our customers."

Curt Bloom, president, smartFOCUS International, said: "The Group ID partnership significantly increases our footprint across Europe and we welcome Group ID to our growing community of international marketing services partners. Organisations continue to refocus marketing investment in programmes to retain customers for longer and increase customer value through better service, cross selling and up-selling initiatives. We are already supporting Initiatives & Developments team in a number of customer and prospect engagements, underlining the momentum Group ID have the in what is a large and fast growing market sector, and the value our software solutions add to their offering."

[welsheagle] 16/12/2009 19:43

Lets post the RNS
Trading Update & Board Update






TIDMSTF

RNS Number : 1846E
smartFOCUS Group PLC
16 December 2009

?
+------------------------------------+---------------------------------------------+
| FOR IMMEDIATE RELEASE | 16 December 2009 |
+------------------------------------+---------------------------------------------+






smartFOCUS


Trading Update
&
Board Update


Ahead of its forthcoming year end of 31 December, smartFOCUS Group plc (AIM :
STF) ("smartFOCUS", the "Company" or the "Group"), a leading multi-channel
marketing software group, is pleased to announce that following its recent
announcements of contract wins including LV= and Rank, its results for the year
ending 31 December 2009 are expected to be ahead of market expectations.


Directorate change


In addition, the Company announces that John Charles, non-executive Chairman of
smartFOCUS, has stepped down as a director of the Company with immediate
effect to concentrate on his other business interests. Chris Gater, a
non-executive director since 2004, has been appointed as non-executive Chairman
with immediate effect and the Company has commenced the search for a
new independent non-executive director.


The Board would like to thank John for his contribution to the Group for the
past nine years, during which time the Company's shares were admitted to trading
on AIM and the Company has made three successful acquisitions.


Chris Underhill, the CEO of smartFOCUS commented:


"It is pleasing to be able to announce another profits upgrade ahead of our
forthcoming year end in this, the first full year of our transformed business
model. We are going into 2010 with a higher level of recurring revenues and good
prospects for ongoing growth."

[welsheagle] 16/12/2009 19:37

Arbuthnot recommended as a 'Buy' today.

[jeanesy] 16/12/2009 14:53

The stock is still on a projected pe of 26.8 for this year. The good news is already in the price imo.

[ericeb206] 16/12/2009 08:32

Results ahead of expectation will do me for a profit forecast jeansey

[jeanesy] 08/12/2009 19:13

The problem with this company is that it never gives any value/profit projections on its new contract wins - just look back and see! As a result the price never increases when new contracts are announced. Yes the news flow is there but what investors want to know is how much these contracts are worth- imo very little or they would state the value.