The Mission Share Discussion Threads

[cliffpeat] 27/11/2024 17:34

Nice rise today 13.5% which feels justified - so added. Target 40+p by Aug25

DYOR

[qs99] 24/10/2024 11:05

Views on where H2 could get to for TMG?

[davebowler] 26/9/2024 16:01

Simon Thompson -
Mission’s debt position has been holding the share price back, so a successful deleveraging of its balance sheet could drive a higher rating given that Mission’s enterprise valuation of £40mn equates to only 4.3 times operating profit estimates. Prospective price/earnings (PE) ratios of 4.2 (2024) and 3.3 (2025) are two-thirds less than UK listed peers, too.

So, having highlighted the recovery potential at the annual results (‘An underrated recovery play’, 2 April 2024), and also when Mission was in merger talks (subsequently aborted) with social and digital media group Brave Bison (BBSN:2.25p), I would continue to hold onto your lowly rated shares. Hold.

[davebowler] 24/9/2024 15:27

htTPs://news.uk.cityam.com/story/2263443/content.html

[cliffpeat] 25/7/2024 10:54

The T/U today is positive and similar/better than that for 6 months to 30/06/21

FY21 produced a profit of about 6pps and paid dividend of 2.5pps The share price for most of 2022 was in the 40/50/60ps

Cash flow still seems positive and total debt reducing. The impact of the cost efficiencies will be reflected over the next 12-18 months or earlier.

Current price may seem like a bargain if FY 2024 outcome (and outlook) is positive.

I'm under water but doing some "averaging down" sums.

Just opinion and as ever, DYOR

[lpavlou] 12/7/2024 13:31

Question should be who bought out Dbay

[cb7] 11/7/2024 20:30

If BBSN thought it was worth 35p, albeit including some paper, then it must be worth buying in the low twenties.

[nchanning] 11/7/2024 15:22

Tried to add today but no stock available without paying a big premium . When the herd comes thundering back into AIM the lack of liquidity going to launch some rockets

[nchanning] 11/7/2024 15:20

With their support perhaps the board would had taken 17p in cash and 17p in Bison paper which must be a better deal than selling out for 21p

[lpavlou] 11/7/2024 15:09

They made 1m profit (60percent return) in 1 year, so they haven't done too badly here

[arthur_lame_stocks] 11/7/2024 14:07

They were probably just trying to smoke out a higher bid.

[cb7] 11/7/2024 13:21

Two months back the loony DBAY said the BBSN bid undervalued TMG, yet here they are selling the remaining bulk of their shareholding for 20p!

[nchanning] 10/7/2024 13:55

The brave bison offer has to put a pretty solid floor here as well , 17.5p in cash plus another 17.5 paper was on the table . Hard to see price dropping much below 21p without a profit warning

[lpavlou] 10/7/2024 13:43

I suspect this could be Dbay offloading their entire stake.

[sphere25] 10/7/2024 13:00

Someone is keen to clear sellers. They have come in and mopped up a whopping big 7.74m shares here. If that is the sellers done in one go, then this could move.

All imo
DYOR

[clocktower] 10/6/2024 12:35

At least this is in play now, and you never know who might come along that might make a better offer.

[kumbuka] 10/6/2024 08:06

Elric Langdon trying to promote himself what self serving money grabbing man he is.

If anyone is any good at being a tipster or spotting a golden investment opportunity they wouldn’;t need to be spending time writing it to sell. If they were any good they would be spending their time investing and making a fortune themselves not trying to make money from naive people by selling their junk.

Do NOT fall for Elric Langdon self promotion and DO NOT subscribe to his tripe he’s only interested in MAKING money for himself off the back of those that know no better

[elrico] 08/6/2024 13:32

https://lemminginvestor.substack.com/Summary: While Brave Bison sees potential benefits in the merger (of course it does), the Mission board views the offer as undervaluing their company and dilutive to their shareholders. The deal, as proposed, does not appear to be favourable for Mission's shareholders and board members, given Mission's significant contributions to the combined group and the potential for further dilution. Based on 81% of revenues, 71% of adjusted EBITDA, and 54% of adjusted pre-tax profits, the Missions contribution is difficult to argue in Brave Bison's favour.

[devilsprofessor] 05/6/2024 06:46

https://www.thisismoney.co.uk/money/markets/article-13494117/Digital-marketing-firm-Mission-Group-mulls-higher-32-3m-takeover-offer-Brave-Bison.html

[devilsprofessor] 04/6/2024 18:26

Yep me too. It's been a tough year and this seems to make sense.

[dan_the_epic] 04/6/2024 18:15

Call me crazy but if they come back and sweeten the deal to 32p I can see this happening

[devilsprofessor] 04/6/2024 13:26

Excellent movement today following the RNS. Will TMG agree the extension.....