The Darkyhorse
23 Jun 2015
Re: Looking very cheap now Testing support line!
MRBIG
23 Jun 2015
interest cover 5x
gretel
23 Jun 2015
Looking very cheap now Latest forecasts - dated 22nd June (yesterday!) - remain for 7p EPS and 2.2p dividends this year.Even if currency headwinds or other factors were to reduce this to say 5.5p/6p CMS would still be pretty cheap at 47.5p.Last year's interims were out on 31st July, so not long to wait.
MRBIG
23 Jun 2015
couple of clumsy sellers = good buying opportunity
MRBIG
27 Apr 2015
as I said before, will be nearer 100 than 50 soon
gretel
22 Apr 2015
Tipped on Motley Fool Nice plug overnight from Motley Fool:[link] stocksMarketing agency Communisis' (LSE: CMS) digital transition is gaining traction and the company's earnings are set to charge higher over the next few years as a result.Communisis currently trades at a forward P/E of 7.9 and supports a dividend yield of 4.2%. Earnings per share are expected to grow by 39% this year, so the company's shares trade at a PEG ratio of 0.2. Moreover, Communisis' earnings are set to expand 15% during 2016. The company is trading at a 2016 P/E of 6.9. "
MRBIG
10 Mar 2015
this stock will be nearer 100 than 50 in 12 months time. Valuation is low, growth is good, earnings quality improving. Market got spooked by the write off, thats just reflects bunch of low quality investors who dont understand accounting properly.
gretel
09 Mar 2015
Single-figure P/E, 4% dividend Broker forecasts for this year are now 7p EPS feom N+1 Singer and 6.2p EPS from Cenkos, plus 2.2p dividends.Which makes CMS pretty cheap on a P/E well into single figures.CMS' results presentation is also available here FYI:[link]
serious lnvestor
05 Mar 2015
Re: Good trading statement today hi xophe13 i agree basically with all that you said. "impairment of goodwill" is only a book paper transactilon. the figures which the bod have achieved is absolutely fine. i increased my holding this morning by 35%. the investors chronicle were making a target for these shares of 85p. We shall see in due course.gla s.
Xophe13
05 Mar 2015
Re: Good trading statement today Dont worry about the impairment of goodwill. It's a non cash item, purely balance sheet adj. Accounting rules have changed recently regarding ammortisation/impairment to reduce the term over which it is written off. Ignoring this write off the increases in operating profit and new contracts won are what's important. Also,Directors are bullient in their reports.Topped up again this morning when the sp dropped.
MRBIG
05 Mar 2015
they are starting a roadshow with investors tomorrow hopefully that will generate some buying interest
Ramptastic
05 Mar 2015
Re: Good trading statement today I would suggest the well disguised loss and what that must to the Company's reputation. What else is buried in the accounts?I'm probably going to sell.Jim
MRBIG
05 Mar 2015
looks to me like its on 11x PE for 2015, pretty good value. Had a bit of a run before the numbers, market panicked about he write off, but will get over that in due course
MRBIG
02 Mar 2015
this is beginning to move again. next stop 70p
claude reins
16 Feb 2015
Re: Good trading statement today Hi Gretel. Just picked this up on one of my regular reviews. Any reason why there is so little interest and why the share price is languishing?Saw their presentation at Mello last November. Was impressed by the management, but LG's earlier forecast is a bit concerning, especially when has been right a number of times.On Stockopedia, their net debt is significantly higher over the last 2 years, presumably because of the arrangements when they took up the Lloyds business. Hence their book value per share has fallen away. Any thoughts on that, and the effect that has on the SP?
