Communisiswww.communisis.com TICKER: CMS EXCHANGE: L
Communisis is a group which specialises in marketing services, and endeavours to provide more effective and profitable communications to companies and individuals, through the implementation of expert techniques within the marketing field. The Group specialises in three sectors; marketing services, supply chain optimization and specialist production, incorporating streamlined processing, manufacturing, value added, intelligent communications, and smarter input/output procedures. Utilising communication techniques, the company seeks to improve and optimise client marketing activities through all stages of a marketing plan from nascence to market audience delivery. For example, the company targets online, direct and transactional mailing. Using the latest technology and specific customer data, Communisis will focus upon efficiency and boost the ROI of the marketing techniques.
Today's news is of increased investment in high-growth areas, funded by cost reductions elsewhere
This further aligns the business with a changing market place and we increase our estimates for 2011 and 2012
Forecasts are rising despite a time of economic uncertainty, leaving the shares lowly rated versus sector and small cap indices, with a single digit PER and attractive 4.7% dividend yield
Strategic redefinition as a data and technology driven marketing services provider is helping win new contracts
Despite good share performance, rating still at large discount to Small Cap sector
Results were in line with strong showing from data driven segment, IDC
Operating cash flow grew meaning net debt fell and pension deficit was reduced
Shares stand on attractive discount to small cap index at 7.7x PER with a dividend yield above 5%
Recent trading update in line with expectations
Four current divisions are moving into a two segment classification to better suit their client needs and their strategy
The shares attraction lie in a sustained push into faster growing, data driven marketing communications
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