The Mission Share Discussion Threads

[qs99] 23/9/2020 07:41

but with new shutdown rules, is a small profit even likely to justify the £57m market cap? For me no, one to avoid unless nearer £20m market cap and better visibility on future revenues/EBITDA! Sorry!

DYOR

[dr biotech] 23/9/2020 07:38

Results inline with the trading statement. Moderately optimistic going forward, looks ok given the circumstances

[noble3r] 22/9/2020 19:12

a good plug from a very popular vlogger

[bbluesky] 09/9/2020 21:14

Ali WPP = world's largest ad agency.

[noble3r] 09/9/2020 20:14

we will shortly see since interims are due 23rd Sept. H12019 showed Pathfindr sales at 15,000 units (if memory serves me well). COVID19 gained traction for H22019 and therefore I would imagine stronger sales to be reported for 2nd half of FY.

each unit sales price is £50. No details on cost to manufacture etc.

What does make a difference mean?

Having this technology arm within the group can make a huge difference (in my opinion). Its likely to only be one of a few business units within the group reporting solid growth for the FY.

Some would argue Fuse (pathfindr is only one product they deliver) could easily be worth on its own in the region of £10 mill.

[ali47fish] 09/9/2020 14:52

suspected that but wanted to be sure- does that make a lot of difference~?

[jeff h] 09/9/2020 14:32

Pathfindr is owned by Mission Group ali.

[ali47fish] 09/9/2020 13:35

jeff and bblue can you please indicate the relevance to tmg?

[bbluesky] 28/8/2020 11:41

From the Daily Mail. WPP has brought back its dividend after bosses declared the advertising business has weathered the worst of the coronavirus crisis.

[jeff h] 21/8/2020 11:25

"...The device, which works via Bluetooth and ultra-wideband radio, has received positive feedback from clients like Bentley Motors and GlaxoSmithKline,..."

2 big name clients for the device then.

[bbluesky] 19/8/2020 07:31

The tightening up of workplace protection in France with firstly masks and then considering dividers +..from 1 September could be a boon for Pathfindr.Hope the new sales manager is multi-lingual!

[jeff h] 16/8/2020 12:30

More work for Mission:-

[noble3r] 12/8/2020 16:30

Very excited to see Pathfindr (Safe Distancing Assistant) advertising for Sales Director and Commercial Manager vacancies.
Remains a strong buy for me.

hxxps://pathfindr.io/careers

[ali47fish] 03/8/2020 14:07

so in summary is this a sustainable rise in the spas i have observed and given ST update that seems to reinforce the argument for adding- just want to check if i am drawing the right conclusion- comments from long termers with insight into this company please!

[welsheagle] 02/8/2020 09:07

Good article by Simon Thompson in Investor's Chronicle this week

[davebowler] 31/7/2020 10:20

IC extract-
Analyst Roddy Davidson at house broker Shore Capital has reintroduced forecasts, predicting a second half pre-tax profit of £2.5m on revenue of £35.7m, an outcome that would warrant a final dividend of 1.2p a share. Moreover, Mission enters the recovery phase in a stronger financial position, having cut net debt from £4.9m to £1.2m since the start of 2020, and taken the decision to rationalise its office requirements within the M25 to save £0.7m in annual overheads.

[jeff h] 31/7/2020 09:48

Couple of news items:-

[leewain] 27/7/2020 12:21

Tipped in IC today

[chutney1] 27/7/2020 10:20

Generally when a company announces an acquisition it states the acquisition cost, and effect on eps and balance sheet. These details are absent from this announcement. Any idea why?

[cliffpeat] 27/7/2020 09:43

Innovation Bubble Ltd

The more I look into the case studies and approach of this small company, the more relevant it seems to TMG.

"The past thirty years of decision science (and two Nobel prize winners) have demonstrated that about 80% of the decisions we make are influenced by factors we are unaware of. So ASKING consumers why they do something will only yield 20% of the truth. To really find out what drives consumers’ behaviour, it requires implicit research methods to unveil their non-conscious attitudes. As psychologists we can help you do this."

Access to new substantial business clients of TMG will drive IB and perhaps allow them to increase fee levels.

Could be a very smart move.

[cliffpeat] 27/7/2020 09:24

Innovation Bubble Ltd

Looks like a retirement sale - Nigel Moore the main shareholder is 71.

YE 31 July 2019 accounts show average number of employees as 4. Assuming this includes the 2 directors, thatleaves 2.

However, the company's web site shows a predominately female "team" of 12 well qualified people - one assumes these are professionals operating through their own practice companies.

"People" is the main "asset" of marketing services companies and it will be interesting to see if key consultants are added to TMG payroll to secure services.

Net assets £35k at 31 July 2019

It looks like an interesting and relevant acquisition.

[ali47fish] 27/7/2020 08:56

what a shame -it sounded important!

[dr biotech] 27/7/2020 08:32

Given it was non regulated news release I’d say it was too small to make a material difference.