The Mission Share Discussion Threads

[mfhmfh] 24/2/2020 16:01

looks like the smart money waited for the drop and is now buying in.

still looking cheap on a PE basis with a solid dividend to be announced on 1st April with the full year results.

All IMHO.

[thorpematt] 24/2/2020 15:24

Well yes. I can understand selling down of travel related stocks (I know i have sold all mine) and the like, but this kind of makes no sense at all.

As you say, as much an opportunity than a threat these type of events.

[mfhmfh] 24/2/2020 10:31

amazing buying opportunity after this share price fall in a company that was on low PE ratio in the first place...


All IMHO.

[tole] 24/2/2020 10:19

Added a few times here

[symbiote] 24/2/2020 09:32

TMG would make a tasty and nutritious snack for WPP.

[petewy] 23/2/2020 11:40

WPP are expected to have a loss of profits(7.5%) but better revenues according to ST.
I sold WPP last May viewing TMG as up-and-coming agency...any comments

[mfhmfh] 21/2/2020 09:15

buys coming in this morning likely from ST's column.

9.9eps - 150p target price?

[cb7] 21/2/2020 08:41

Err, 9.4eps estimate is for last year 2019 and 9.9eps predicted for this(2020)

[mfhmfh] 20/2/2020 03:39

The market is now re-rating TMG.

I agree that a forward PE of 15 gives a share price of approx. 140p.


All IMHO.

[symbiote] 19/2/2020 22:32

Refreshingly consistent management over the years with TMG - ever since the 2p days they have organically rebalanced their finance and grown steadily as an dynamic & innovative creative - a tinge of excitement in their approach. An old friend ..I wish more shares were like this... despite the ups and downs. Always a shame to sell this one entirely and is more of an add/reduce .. in theory.

[johndoe23] 19/2/2020 16:03

9.4p EPS forecast for next year. So 15 x 9.4 = 141p fair value for me. Could always beat the EPS estimate...

[mfhmfh] 19/2/2020 15:56

nice rise/momentum.

looking for 120p which is also ST's current target price.

However, could go much higher:

this from ST on 17.02.20:

...the shares still only trade on a 2020 price/earnings (PE) ratio of 10, a third less than the market average...'

[brummy_git] 19/2/2020 15:20

Just posted some comparative KPIs and valuation multiples on Twitter wrt the media/consultant industry, including TMG

[bbluesky] 17/2/2020 21:52

Under the radar is Pathfindr, the wholly owned asset management software subsiduary which is going gangbusters. Put that in the equation and I think you will find a fair value a lot higher.

[thorpematt] 17/2/2020 21:03

See I was rather thininkg a fPER of 15 giving £1.50 was fair.

That's also a previous high so perhaps a tad resistance on chart there.

[wynmck] 17/2/2020 13:52

that was Simon Thompson in the IC
"Ahead of the annual results on Wednesday 1st April,I am upgrading my target price to 120p"

[dr biotech] 17/2/2020 13:02

That was quite a rise at exactly 12..can’t find any news

[mfhmfh] 17/2/2020 12:21

120p short-term target IMO.

[johndoe23] 17/2/2020 12:09

Flying up!

[sphere25] 17/2/2020 12:05

Next leg up it is then!

[johndoe23] 17/2/2020 12:04

Tipped by ST in his column today, target price 120p

[thorpematt] 13/2/2020 23:00

gone a bit crazy here all of a sudden. About time, massive undervaluation here IMO.

[johndoe23] 13/2/2020 17:12

Tipped in Motley Fool yesterday...

[mr dexy] 13/2/2020 16:21

no worries