Communisis 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.


Upgrades,investment, cost cutting
Published: Nov 19 2010

Communisis is a marketing services company aiming to make customer communications as efficient as possible

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
Communisis renews Barclays contract
Published: Nov 11 2010

Communisis has renewed its managed services contract with Barclays for a third term, extending it to December 2015. This the company's largest contract and the renewal is a major achievement, both for its commercial value and as a testimony to the success of the strategy of building a data driven marketing services business.
Encouraging IMS
Published: Nov 03 2010

Confident company statement on trading and new business opportunities

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
Strategic changes bring growth
Published: Sep 06 2010

Marketing services company optimising customer communications for clients

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%
Results in-line, business on track
Published: Aug 26 2010

A progressive marketing services company

Interim first half EBIT as expected, net debt much reduced

Full year forecasts remain unchanged: attractive PER rating and free cash flow / dividend yields
New Segments and Trading Update
Published: Jul 08 2010

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