The Mission Marketing Share Discussion Threads

[qs99] 12/10/2017 12:05

interesting win, good spot, thanks. If it was that material to the group however, would they not have had to have put an RNS out?

[thirty fifty twenty] 12/10/2017 12:00

thanks for the posts.

I didn't realise BL was such a large % of TMMG.

I think the staff numbers can reconcile.
i.e. 291 at the end of Dec 16 but closer to 400 (rounded up) today - c.10 months later. I would also assume that they can win the contract and staff up further. i.e. they already have their staff gainfully employed.

for my own purposes I am going to take a stab and say an extra 100 employees which will give an extra profit of > £1m - £2m (10k to 20k per employee

also with such a prestigious win it should lead to other work won in time.

when TMMG announced the 75p LTIP I wrote that I think there was something in the offing that made they confident of such a price being achieved. This sort of contract supports my initial hunch.

Further prices rises from here as the recent break through was obviously from insiders. New PI;s will push higher.

All IMHO, DYOR + BoL
TMG is in my top5 hldgs

[jeff h] 11/10/2017 23:51

Enormous contract win:-

Bray Leino Events landed an "enormous" win as they secured a three-year contract to be the official events agency to the Department for International Trade (DIT).

The exhibitions specialists won six sector lots to become the key supplier on the DIT events roster.

It means that the firm, which is based in south west England, will deliver around 1,200 high-profile events.

The contract is one of the most significant wins in the 40-year history of Bray Leino Group, and reflects recent investment in its events division.

Giles Lee, BLG executive chairman, said: "We have built a world-class events team with the capabilities to deliver precisely this kind of international event programme and this win is recognition of their professionalism and quality.

"I am proud of what they have achieved and I know they can’t wait to get started."

The events will come across a broad range of sectors, from energy and nuclear, through to arts and culture, helping DIT promote British trade around the world over the next three years.

Rob Grahamslaw, CEO, Bray Leino Events, said: "It is a privilege to be able to help DIT promote British business interests around the world as its official event supplier, particularly at such an important time.

"I’m delighted for our team, they fully deserve this success."

BLG has been an official supplier to the Crown Commercial Services for more than 10 years.

It has delivered on a range of work for public sector organisations including the Office for National Statistics (ONS), the Royal Mint, the NHS and Innovate UK.

The team has delivered successful projects for UK Space Agency, HS2 and UKTI.

BLG has also helped clients grow through a range of specialist communication businesses, including conferencing and events, brand development and advertising.

Over its 40 year history, the company has also worked on direct response, digital, activation and media.

It has offices in Devon, Bristol, London, Chicago, Singapore and Shanghai.

The business employs 400 full time specialists and has a turnover of £54m, and is part of The Mission Marketing Group.

[mfhmfh] 10/10/2017 15:26

just about at 2 yr highs, can share price break through?

[dr biotech] 27/9/2017 16:31

That cracking sound you just heard was the bounce of the 50p ceiling. 3 years ago interim profits were £2.1m - this year they were about 40% higher. Sp just about the same.

[5chipper] 26/9/2017 13:46

Seeing as all the director options kick in only when the share price goes over 75p, any bid would have to be north of that figure... so let's hope a bid does come in!

[value hound] 26/9/2017 13:41

Please give us a "bid approach" RNS!

[5chipper] 26/9/2017 13:38

Wtf.. are we finally breaking out...

[mfhmfh] 26/9/2017 12:32

looks like we might be breaking this long-term resistance. can only hope.

[mfhmfh] 22/9/2017 08:43

Generally positive comment from Paul Scott on Stockopedia:

'the company reported 6.41p for headline diluted EPS in 2016. So from the above, I imagine we're probably looking at 7.0p+ for 2017. Stockopedia shows broker consensus of 7.3p EPS for 2017, and 8.3p for 2018.

I would expect a share like this to trade on a PER of maybe 10-12. So it looks strikingly cheap. Although you do have to factor in the bank debt, and deferred consideration re acquisitions.'

[dr biotech] 21/9/2017 11:36

Seems decent enough to me - emphasis on organic growth to counter the IC article a while back.

[mfhmfh] 21/9/2017 10:42

solid half year report with useful (growing dividend). Just need the share price to push through this long-term range. IMHO.

[5chipper] 21/9/2017 10:31

Results struck me as being very middle of the road. Everything slowly ticking along - no dramas! Surely will re-rate... may have to wait a bit longer. At least for the time being it looks nicer in my portfolio being blue!

[18bt] 21/9/2017 08:05

Solid interim again. One day this will be re-rated, meanwhile happy to hold for increasing dividend.

[mfhmfh] 19/9/2017 17:33

interim results this Thursday.

[dr biotech] 19/9/2017 17:05

Up to the ceiling at 44, perhaps this is the time.....not holding my great though

[ashbox] 23/8/2017 10:11

Poor reaction to WPP results today?

[dr biotech] 21/8/2017 08:55

Like banging your head on a glass ceiling....

[mfhmfh] 16/8/2017 15:13

approaching usual resistance area. can we break through?

[dan_the_epic] 06/8/2017 11:04

I get that, but if I were them, and I truly trusted my own company, I'd be snapping up every share I could find, or leading a management buyout....

At 6x prospective earnings, wouldn't you?

[dr biotech] 05/8/2017 20:42

Chair already holds more than 7% and two other directors are near 1% around £300k. That's substantial in my eyes. I don't know what they earn, but it's likely to be a sizeable sum to them too.