FRTEB
17 Nov 2017
Re: New major 5%+ shareholder I like the sound of Crux Asset Management's philosophy. Welcome aboard, Crux.
gretel
17 Nov 2017
New major 5%+ shareholder RNS today - Crux Asset Management have bought 5.73% or 12m shares - hopefully this has closed an overhang and cleared the way for a further price re-rating:[link] Richard Griffiths and Crux having now bought around 30% between them in recent times there surely can't be that much stock floating around.CRUX are a privately owned UK based fund management group managing long-only equity investments for investors. 'The philosophy of the investment team is unwavering. At CRUX Asset Management we firmly believe in the concept of time as our friend. We invest for the long-term, never swaying from our investment principles and standing by our convictions.' 'At the heart of our company lies our strongest core value of alignment. We align our investment aims with those of our clients by investing meaningful amounts of our own assets in our funds. All employees are offered equity in the company meaning that they share in the success of the business - we believe this to be a further testament to our commitment to our clients' best interests.'
The Darkyhorse
15 Nov 2017
Re: 24m traded at 63p!! Gulp!
thirty fifty twenty
15 Nov 2017
24m traded at 63p!! this could get interesting!
nk1999
15 Nov 2017
Re: Breakout? Somehow I have a feeling that end game has already started.May be Richard Griffiths and his companies will increase their holding to over 30% and make an offer for the rest?nk
FRTEB
14 Nov 2017
Re: Breakout? Very nice! I hope this doesn't go the same way as Creston - i.e. doesn't go anywhere for ages then when it finally gets recognised as being undervalued and the sp starts going up it gets taken over at far too low a price.
The Darkyhorse
14 Nov 2017
Breakout? Mmmmm!.....nic
ExpatBill
07 Nov 2017
I see Richard Griffiths.... .... is still buying,HE NOW HAS++ 25.41%
FRTEB
13 Oct 2017
Re: Richard Griffiths increases his stak... What end game?
nk1999
28 Sep 2017
Re: Richard Griffiths increases his stake Forget 22%, as per the RNS after the market close today their stake has now gone up to around 25%.End game for CMS now seems to be in sight?nk
Xophe13
28 Sep 2017
Trading update In Nov 15 there was a trading update but last year there wasn't one.Will there be one this year??Lets hope so as I can only envisage positive news.
gretel
28 Sep 2017
Richard Griffiths increases his stake [link] investor ups stake A high-profile investor has quietly increased his stake in Communisis to more than 22%.Richard Griffiths is a former sheep farmer and rugby player who found fame and fortune in the City after founding finance house Evolution Group PLC.He went on to found Ora Capital Partners, and currently controls a number of funds.Over the summer Griffiths upped his stake in Communisis, via seven separate investment vehicles, to 47,443,061 shares, or 22.66% of the group.Communisis chief executive Andy Blundell told PrintWeek that the group’s board had a good relationship with Griffiths.“Richard has been a shareholder for years and we know him very well. He controls his own funds and has recently topped up his holding,” Blundell said.“He’s supportive of the business, knows us and our strategy well, and we’re glad to have him on board.”A representative of Griffiths declined to comment, and said: “We don’t generally provide comment on our investment motivations.”Other major Communisis shareholders at the group’s last financial year-end included Henderson Group (9.99% stake) and Majedie Asset Management (5.13%).Shares in Communisis hit a 52-week high of 61p earlier this month. The £361.9m turnover group currently has a market capitalisation of £124m, higher than that of St Ives, at £100m.Communisis confirmed that it had won the HSBC marcomms contract previously handled by St Ives alongside its interim results in August.
gretel
27 Sep 2017
New campaign win for CMS for their agency LIFE:[link] of Harrogate chooses LIFE for shopper campaignDavid Prior — 26 September 2017 Taylors of Harrogate has hired Birmingham agency LIFE to execute a master brand shopper campaign covering its tea and coffee portfolio.Following a successful shopper marketing campaign for Yorkshire Tea, LIFE has created and implemented a core shopper and below the line (BTL) campaign to support ‘The home of Extraordinary Flavour’ campaign, positioning Taylors as a tea and coffee brand that delivers an intense flavour.Some of LIFE’s creative for the campaignThe agency executed the campaign specifically for Waitrose, Sainsbury’s and Morrisons, using media touchpoints including retailer press, printed and digital six sheets, retailer.com, in store sampling collateral and point of sale.The master campaign will coincide with two TV adverts created by Lucky Generals, both of which will support the rebrand.Deborah Smith, shopper marketing manager for Taylors of Harrogate, said: “We were impressed with the insightful and creative approach that LIFE presented during the pitch process. The team have showed a real passion and understanding of our brand and our customers. We’re looking forward to working together on further campaigns in the future.”Now in its 10th year, LIFE’s 50-strong agency with clients including Coca-Cola European Partners, Dr. Oetker, DeLonghi and Whitbread. In 2015 it became part of Leeds-headquartered Communisis PLC."
Xophe13
20 Sep 2017
Profit taking I can only assume that the recent falls are due to some profit taking and that the share is now XD.Unless anyone knows anything else??
thirty fifty twenty
11 Sep 2017
at 60p the chart confirms uptrend I think the pension resolution here is beginning to be digested by the market.I covered the reasons I am bullish in my March 17 post and they all remain valid , or are even enhanced. Mr G has made his money from buying larger stakes at low points in companies under-going multi year restructures. I think the Pension resolution has given him a huge margin of safety when he bought regardless of what mgt can achieve through their trading activities - so again it is a very astute purchase albeit outside his normal cutting edge technology sphere.I was aghast this morning to see that CMS has similar EBITDA to SCPA.yet CMS has a MV of c.£100m and SCPA is closer to £700m!!I have a short position on SCPA!The dividend makes this a very comfortable hold even after the recent rises.All IMHO, DYOR + BoLCMS is in my portfolio.
