Spaceandpeople Share Discussion Threads

[robbothered] 10/5/2021 11:21

Let's hope so 1AX

[1ax] 10/5/2021 11:18

Thanks for the info. The market seems to think that the good times are returning. Will be an interesting few months.

[robbothered] 10/5/2021 10:28

Sampling is only one aspect of commercialisation. There is brand awareness, data collection etc

[1ax] 07/5/2021 17:02

Is that not face to face?

[robbothered] 07/5/2021 16:33

I didn't mention sampling

[1ax] 07/5/2021 16:12

good point but if they can save pints sampling must be possible. Plus Commercialisation is not just sampling.

[robbothered] 07/5/2021 14:44

A lot of the reticence of the brands to get out there is the issue of face-to-face promotions which is fairly unique within advertising. Tough planning for that with the current state of affairs.

[1ax] 07/5/2021 14:38

robbothered I have no working knowledge so bow to your experience. But is all advertising not similar. TV adverts require casting, director, locations or studios, radio adverts similar, so if the major agencies in this area are experiencing a boom the world of commercialisation must benefit too. Add on retail I would expect to see their figures recover and the price to move up....hopefully.

[robbothered] 07/5/2021 12:42

I understand your point 1AX about advertising demand but commercialisation is a different animal. Brands need to plan campaigns then brief agencies to pull together roadshows which includes a great deal of planning and staff training before even going out to a venue. It is one of the more difficult advertising formats due to the planning and resource that is required to run a successful roadshow campaign. Agree your point that there may well be a merger with S&P with say AppearHear/ wearepopup or similar

[1ax] 07/5/2021 11:40

robbothered there is a pent up demand for advertising (reports in trade press) and they are well placed with contracts to benefit from this. Reports in the same trade press are talking expansion not furlough. Not sure where your info is coming from but all my research shows the UK advertising industry will bounce back rapidly and more sharply than other countries/industries. As for contacts and contracts both are true but if you are the gatekeeper you control the contacts. Plus after this many years SpaceandPeople must have all the contact. If no money then merger, there are several tech plays out there which would benefit from their contacts and contracts and vice versa.

[robbothered] 07/5/2021 11:17

Not sure why it is thought that their customer base will be returning any time, in volume, before Q4. Many of the larger agencies that use S&P still have staff on furlough and this is likely to continue until September. 1AX not too sure about your merger option, the industry relies mainly on contacts, not contracts. Also cannot see SAL dipping into their empty pockets to be able to buy or consolidate with any other industry players.

[1ax] 07/5/2021 09:49

Boonkoh good shout. It will struggle to get back to the heights of past glories. I have it as a M&A as this sector needs consolidation like the poster/radio industry. The debt might put others off but some forward thinking by the board could target similar business which compliment them. Not sure on the Germany deal, the numbers seem down significantly than previous years reports.

[boonkoh] 06/5/2021 20:03

I think these are a good recovery play, but a strong chance they need a top up fundraising. And at this tiddler size market cap, likely to be a big discount to current price.So I'm sitting on the sidelines and waiting for that fundraise.

[michaelmouse] 06/5/2021 14:14

Probably missed by a few since this was released at midday today:- hTTps://www.londonstockexchange.com/news-article/SAL/retail-profile-germany-ece-contract-renewal/14966671 Excellent news again from SpaceandPeople with a five year renewal of a contract with their biggest German client. SAL is still valued at less than £3m, but will rebound strongly this year. Some of their competition will also have disappeared in 2020. Nancy Cullen, CEO of SpaceandPeople said: "This renewal of our commercial partnership with ECE, our largest client in Germany is a fantastic result for the Group and is testament to the great work that the management team in Germany have delivered over the past years. This Agreement will enable us to trade profitably without large minimum guarantees and expand the amount of business we do with ECE."

[1ax] 29/3/2021 16:17

ropbothered not seen one on all the new venues? Given up on this stock and it can be a write down for next year!

[robbothered] 29/3/2021 14:34

Not seen any RNS about SAL losing the exclusivity on their Landsec agreement

[dave4545] 26/3/2021 12:41

NT for even 5000 at 10.5p now no stopping it

[1ax] 26/3/2021 09:38

This stock could rally over the remainder of the year. As the retail world opens up. But reading the RNS I am a little concerned that they have been reporting figures not in the period when they occurred. Very shaky foundations.

[dave4545] 26/3/2021 09:12

Was NT at 10p 10,000 available at 9.24p, guess if the mm's get any sellers today at 8.7p they will offer similar at 9-10p level to make £50-250 profit

[davydoo] 25/3/2021 18:58

This is why I dont have what would be reasonable stops on small shares. Would be seriously annoyed to get stopped out this morning on obvious news, and see it close level

[dave4545] 25/3/2021 15:17

Yep NT at 10p That was a disgusting shake attempt on the back of something out of their control. Do the mm's open every company share price down 50% on the bid when they post they had total wipe out because of covid lock downs ? Just glad nobody was scared enough to sell and let the mm's win, now they have accepted defeat and went NT to buy at the high of the day

[davydoo] 25/3/2021 10:52

They dont have much stock, I just got quoted 11p to buy 10,000, way above what that 200k or so was acquired for over this week

[davydoo] 25/3/2021 10:46

Thanks for your thoughts We'll likely end up back where we were. edit. in my earlier attempts I did end up buying 2500 which i've now sold, and made £10. take that MMs lol Will now buy a bottle of red to enjoy.

[dave4545] 25/3/2021 09:13

Some brokers you can be set up to buy as soon as the market hits 8am others it takes 30-60 seconds to get set up so you miss the price. This was always a mm trap seeing if anybody would panic sell, nobody has so now they have to take it back to where it was yesterday, perhaps the 20k at 7p might sell for 8p or 9p and make a quick buck but for me the price should be at least 10p, to mark it down that much because of the Covid news is crazy, it's the outlook that matters in these situations Nothing offered at 8p too, I doubt they will offer anything until 10p offer or if somebody sells some

[davydoo] 25/3/2021 09:09

How do they get that price that early? Long held limit orders that happen to hit? Expectation of a mark down?