MRBIG
23 Oct 2018
yipee
II Editor
15 May 2018
NEW ARTICLE: Stockwatch: Intrigued by this share's potential "Is there further upside for near-£150 million UK/European support services stock LSE:CMS:Communisis in customer communications for major brands?Or, given it currently appears challenged to rise above my price objective of 70p, with the March ..."[link]
thirty fifty twenty
07 Feb 2018
Re: at 66p back to where it was feels much more active than that...not just hte last few days but the straight line rise since last year...they might need to make an annoucnement today re mv
The Darkyhorse
07 Feb 2018
Re: at 66p back to where it was Bottom fishing? Taking advantage of general fall?
The Darkyhorse
07 Feb 2018
Re: at 66p back to where it was Volume:3,867,380
thirty fifty twenty
07 Feb 2018
at 66p back to where it was so despite hitting 60p on Tuesday morning the price has bounced strongly, only modest volume to be back to where it was before the market falls of friday and mmonday.that is great relative strength and hopefully a positive indicator of the futureALL IMHO, DYOR + BoLCMS is in my portfolio
Ripley94
27 Jan 2018
Re: Suggested in pub last night. Not a bad suggestion its a momentum share good year to date . Up a further 9% in new year.
FRTEB
16 Jan 2018
Re: at 70p a very positive TU " CMS is in my portfolio " Mine too. A positive update and steady progress. What's not to like?
thirty fifty twenty
16 Jan 2018
at 70p a very positive TU a solid TU with progress on many fronts.CMS has been progressing for years - a 10 year unbroken sales growth record,but has had to content with the pension issue and one bad acquisition.that acquisition is now some time ago,sales growth continues - particulalry overseas,and the pension deficit reduction is very encouraging indeed.CMS has always been CASH generative but now that the combined Pension and Debt are c.1.5t EBIDA i think it gives scope for a muhc more generous rating.The chart is trending nicely upwards now and this could be in a solid uptrend for a couple of years with profit growth, cash flow, reduced debt and a higher rating being given in recognition of the increasing track record.I like too the range of clients - from regulated banks to gin manufacturers - they are obviously doing something right in scale...(now lets hope for something similar from SIV later this week!)All IMHO, DYOR + BoLCMS is in my portfolio
thirty fifty twenty
15 Jan 2018
3m traded takes the price is high of 68p there is a lot of momentum here which looks encouraging.....let see what happens with the next TU.i also keep an eye on SIV - its still positive on the chart feels to be as if MM are holding the priceand i think the next corporate action will see the price higherAll IMHO, DYOR + BoLSIV is in my top5 hldgsCMS is in my portfolio
Ripley94
01 Jan 2018
Suggested in pub last night. This on qwick glance might be better of two .Malcolm Stacey tip review 11 NovemberOn 30 Sept he blogged "it had hit hard times but has begun to recover".office admin, direct mail ( is there as much of this now ? ) Prints stuff for likes of Lloyds.He wrote." If you hold ten different penny shares and one becomes a 10 bagger , then all the rest can go belly up and you are still in profit . ( many would of taken profit before that point id say )And of course if two of them failed you would be unlucky""Watch the horrendous spreads on many of them and seek the low spreads".
gretel
01 Dec 2017
Bad news re Psona subsidiary This sounds bad - not only from a redundancy/other cost point of view, but also from a reputational perspective and since it was only set up 3 years ago:[link] Group set to pull the plug on Psona agency.November 29, 2017 10:30 am Communisis Group is understood to be closing down Psona, less than three years after the agency was formed, with boss Simon Marshall already gone and Fiona Scott’s future within the group hanging by a thread.It is understood that all staff are being made redundant, although a handful are switching to sister agency 12 to work on the creative for transactional print and programmatic campaign. According to her LinkedIn profile, Scott remains CEO; Marshall is now working as an independent senior marketing executive.The agency was formed in December 2014 from the merger of three Communisis acquisitions – The Communications Agency (bought for £7.25m in June 2014), Geronimo and Public Creative – and set up offices in Little Portland Street, London.Communisis started diversifying away from its print roots back in December 2008, when the company paid £12.6m for Absolute Intuistic. The business is now known as Communisis Data Intelligence.Within a year Communisis had hired former Marketing Store, Publicis Dialog and Billington Cartmell chief Simon Marshall as chief executive in an effort to raise its profile.Marshall then recruited former Elvis, Craik Jones and BBH executive Fiona Scott as managing director; she was promoted to CEO earlier this year.She instigated a major overhaul of the agency, which resulted in executive creative director Jamie Bell – who had only joined the business in June the previous year – leaving and being succeeded by Neame Ingram.Regan Anderton joined as digital planning director from Orchestra. and former Wunderman chief client officer Josette James joined to oversee client relationships and operations. Andy Snuggs, who joined the business when it bought his agency Geronimo also left, as did Lee Witherell who ran the data arm.The Psona website lists a host of high-profile clients, including NatWest, Royal Bank of Scotland, Club Med, Argos, BP, Dulux, American Express and Diageo. A Communisis spokeswoman refused to comment on the move."
gretel
20 Nov 2017
Featured on Citywire this morning Good to see Richard Griffiths able to place out some of his holding so easily and retain a large interest here:[link] A-rated European equity veteran Richard Pease has emerged with a chunky position in print marketing business Communisis (CMS) as its shares hit a two-year high, following a profit warning last year. Pease increased his stake to 5.7% with a holding of 12 million shares worth £7.3 million at Friday’s close of 61p. The shares have rallied from a low of 34p in August last year but are still below their early 2014 peak of 75p.Pease runs the £173 million Crux European and £1.9 billion Crux European Special Situations funds. The stake is held in a £100 million portfolio outsourced to him last month by investment company Witan. Shares in Communisis have climbed 66% over the last 12 months, after the company spent 2016 grappling with a ballooning pensions deficit and paying down debt, which peaked at almost £40 million. That has since fallen to £28.3 million and been restructured over a longer repayment period, while profit climbed 10% to £8.5 million in the first half. Analysts at Liberum rate Communisis a ‘buy’ on a price target of 74p."
nk1999
20 Nov 2017
Fund Manager Investment From Citywire:"Citywire A-rated European equity veteran Richard Pease has emerged with a chunky position in print marketing business Communisis (CMS) as its shares hit a two-year high, following a profit warning last year. Pease increased his stake to 5.7% with a holding of 12 million shares worth £7.3 million at Friday’s close of 61p. The shares have rallied from a low of 34p in August last year but are still below their early 2014 peak of 75p.Pease runs the £173 million Crux European and £1.9 billion Crux European Special Situations funds. The stake is held in a £100 million portfolio outsourced to him last month by investment company Witan. Shares in Communisis have climbed 66% over the last 12 months, after the company spent 2016 grappling with a ballooning pensions deficit and paying down debt, which peaked at almost £40 million. That has since fallen to £28.3 million and been restructured over a longer repayment period, while profit climbed 10% to £8.5 million in the first half. Analysts at Liberum rate Communisis a ‘buy’ on a price target of 74p. "
thirty fifty twenty
17 Nov 2017
Grffiths sells 6m shares.... I note the posts re Crux buying.. which is great but the other side is that RG has sold 6m shares.Crux won a mandate on 30 Oct to manage £100m fund for Witan,so it looks like they have chosen CMS as one of their stock picks.The Crux website is slightly out of date in parts and the track record is decent but not outstanding. Now Cruz in total have 12m shares but as they recently won the mandate we need to assume they bgt 6m from some-one else....Personally i'm disappointed the RG who must be a holder for the long term would sell out 6m at 62p to Witan. I'd have thought that he'd know the company inside out and obviously doesn't think it is imminently worth 100p a share.I remain a holder as I think offers a decent risk reward but no short term fireworks expected by me.All IMHO, DYOR + BoLCMS is in my portfolio
