Cubo group (recent name change from Cagney plc) is what is defined in the industry as a 'pleasure brand' specialist; defined as a brand which provides pleasure at point of consumption e.g. a cappuccino or premium spirits. The Group is a consortium of communications companies each with a focus upon the marketing and branding of products, brand strategy and development, and advertising and PR. The Cubo group is split into three subsections - Creative, Digital and Social.


Opportunities in UK marketing services
Published: Jun 26 2008

A logical set of businesses assembled

New CEO pursuing Group synergies

Management not yet seeing impact from broad economic fears


Foreign buyers gorging on UK stocks

Document can be downloaded here: UK plc ‘going for a song’

Being a shareholder in a company that receives a juicy takeover offer is a marvellous feeling. Something that many fortunate investors have experienced over the past 3 years. Thanks to a spate of M&A bids by deep pocketed overseas buyers – partly triggered by the June 2016 Brexit result, which sent the £ tumbling and adversely affected the FTSE.

Consequently today, given this trend is unlikely to end anytime soon, we’ve highlighted 30 possible acquisition ideas in the attached research paper. Spilt equally between large and smallcap stocks – covering a broad selection of industries.

What’s more we believe most of these businesses are underpinned by strong fundamentals and substantial upside in the event of predatory interest.

According to Factset Mergerstat/BVR, the average bid premium paid for such deals between 2004-14 was 30% – with the figure trending upwards since the global financial crisis.

Happy investing. Published 27th August 2019