Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on BRAINJUICER GROUP PLC. We currently have 4 research reports from 2 professional analysts.
|24Mar17 07:00||RNS||Change of Name|
|22Mar17 16:31||RNS||Grant of Options|
|22Mar17 15:44||RNS||Result of General Meeting|
|01Mar17 14:02||RNS||Total Voting Rights|
|28Feb17 14:58||RNS||Director/PDMR Shareholding|
|24Feb17 07:00||RNS||Notice of GM|
|10Feb17 15:46||RNS||Exercise of Options|
Frequency of research reports
Research reports on
BRAINJUICER GROUP PLC
BRAINJUICER GROUP PLC
Driving flagship System 1 services
31 Mar 16
BrainJuicer is more clearly focusing on driving its higher quality earnings streams in ad-testing, brand tracking and predictive markets. These areas of the business are growing faster, are more scalable and should drive higher margins than the one-off research projects and consultancy services that have formed much of the mix historically. The group has very strong cash generation and a debt free balance sheet. Proof that the shift in emphasis is paying off should help close the discount with other quoted market research companies.
Putting the M in TMT
10 Nov 15
When certain investor groups focus on ‘tech’ stocks it is easy to forget that Media forms part of the wider TMT sector. Media (mass communication) companies have a wide range of activities. But as the public consumes media through an ever broader choice of devices and channels, media and technology have become inextricably linked. This can be related to how we consume media, with innovative music streaming platforms from the likes of 7digital (7DIG), to how corporates monitor the efficacy of their marketing dollar with Big Data analytics platforms such as that provided by Ebiquity (EBQ).
Waiting to crank up the growth
28 Sep 15
BrainJuicer’s (BJU) interims were in line with pre-close guidance. To meet broadly unchanged FY15 expectations, despite being behind H114, depends on strong trading in the final few weeks of the year (as is normal). Costs incurred in shifting the qualitative offer (15% revenue) to a new Brand Strategy service, together with one-off costs relating to property moves and an aborted acquisition, held back H1 profits but improved the overall commercial positioning. The current EV/EBITDA valuation is below that of market research peers, marking time before a more substantive increase in scale.
Small Cap Breakfast
28 Mar 17
Path Investments—Publication of prospectus from the Energy Investment Company. Raising £1.4m. Admission due on or around 30 March | Franchise Brands—Schedule 1 detailing £28m reverse takeover of Metro Rod. Admission expected 11 April | Alpha FX Group— Schedule 1 from the foreign exchange provider focused on managing exchange rate risk for UK corporates that trade internationally. Fundraise TBC. Admission expected 7 April. | K3 | Capital Group—Schedule 1 from the Group of business and company sales specialists across business transfer, business brokerage and corporate finance. Admission date and fundraise details TBC. | Integumen— Schedule 1 from the personal health company developing and commercialising technology and products for the human integumentary system. Raising £2.16m at 5p. Expected market cap £8.16m. Admission expected 5 April. Tufton | Oceanic Assets– Offer extended to 9 May to enable investors to complete further due diligence.
Share & share alike
29 Mar 17
In a key week in a number of respects, some of the optimism that buoyed up markets has dissipated. In the UK, inflation istrending higher and above wage growth, putting pressure on the consumer although retail sales show contrasting signs. Corporate action continues apace. Yesterday there were more than fifty company results – all appear to be at least as expected. We now face a prolonged period of pre-Brexit bargaining. In Share News & Views we have covered Cropper (James)*, ECSC*, Gamma Communications, Goodwin*, Helios*, Manx Telecom, Personal Group and Quarto Group.-
Numbers in line, strategic review of refinancing options launched
29 Mar 17
Adjusted profits, cash flow and growth trends all look closely in line with the update provided in early February. In addition the IAS19 pension deficit has stepped up from £23m to £68m, and the board has confirmed it has commenced a strategic review of options for refinancing the £220m bond due June 2019. Q1 trading has shown a continuation of the improved trend noted in Q4 of 2016, and we make no changes to our profit forecasts or Target Price at this point. Clearly though, the actual out-turn may now depend on the outcome of the strategic review of refinancing options.
Executing the Growth Acceleration Plan
29 Mar 17
Ebiquity’s FY16 results reflect a continuation of trends seen at H116 and the early stages of the Growth Acceleration Plan. With additional services due to launch in FY17, we retain our forecasts for an acceleration of revenue growth in FY17 and introduce FY18 estimates. The transition to a more sustainable margin translates to a lower EPS figure overall but improves the quality of the earnings base and the sustainability of revenue growth. The c 12x P/E rating is unchallenging versus peers.
Small Cap Breakfast
23 Mar 17
K3 Capital Group—Schedule 1 from the Group of business and company sales specialists across business transfer, business brokerage and corporate finance. Admission date and fundraise details TBC. Integumen— Schedule 1 from the personal health company developing and commercialising technology and products for the human integumentary system. Raising £2.16m at 5p. Expected market cap £8.16m. Admission expected 5 April. Sentinel—Investment company expecting NEX admission/introduction on 24 March. £636k raised pre-IPO. BioPharma Credit—Expected Gross Initial Acquisition Proceeds now c.$338m. Gross Cash Proceeds capped at $423m with placing and open offer. Results expected 23 March with admission now due 30 march.