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.
|20Jan17 07:00||RNS||Trading Update|
|09Dec16 07:00||RNS||Trading Update|
|01Dec16 12:45||RNS||Total Voting Rights|
|01Nov16 05:34||RNS||Transaction in Own Shares|
|01Nov16 01:35||RNS||Total Voting Rights|
|13Oct16 05:34||RNS||Transaction in Own Shares|
|12Oct16 01:44||RNS||Transaction in Own Shares|
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.
N+1 Singer - Morning Song 19-01-2017
19 Jan 17
Actual Experience (ACT LN) 2017 – a milestone year for revenue | Bagir Group (BAGR LN) Independent NED appointment to strengthen Board composition | Bioquell (BQE LN) Reassuring pre-close statement | Carador Income Fund (CIFU LN) Q4 dividend increased to 2.75c, 0.5c higher than forecast | FreeAgent (FREE LN) Contract with Royal Bank of Scotland | Halfords Group (HFD LN) Excellent Q3 update, special divi and confidence in FX mitigations | N Brown Group (BWNG LN) Robust peak trading with reversal of drag from older titles | NCC Group (NCC LN) Interims confirm underlying business sound | St Ives (SIV LN) Downgrade | Summit Therapeutics (SUMM LN) Dr David Roblin appointed Chief Operating Officer and R&D President | Wilmington Group (WIL LN) Acquisition – Further scaling of Healthcare
18 Jan 17
Pearson has produced a surprisingly weak update, capitulating on long-standing market concerns regarding North American higher education courseware, accelerating its restructuring programme and rebasing profit and dividend guidance from FY17E onwards. We move from Buy to Hold, with an initial view is that the shares could fall towards the 600-700p level. Call 0830.
Staying on the front foot
19 Jan 17
The mission’s year-end trading update indicates that the group continued its good performance in its traditionally stronger second half, albeit at a lower premium than first half progress. FY16 revenue and headline profit were up 8.0%, higher than GroupM’s estimate of UK ad spend growth at 7.2% and the 6.3% average top-line growth of the quoted smaller agency sector. Collaboration between the mission’s networked agencies continues to extend, with the strong (and loyal) client roster giving a deep pool in which to win a greater share of spend. The valuation discount to the sector has reduced, but remains unjustifiably large.
What a year it was!
16 Jan 17
2016 got off to a rocky start. Not long into January, after just a few trading days, global equity markets lost more than US$4tn of value due to investor sentiment towards China’s economic slowdown and depreciating currency. This was immediately followed by a slump in the oil price. By the third week of January, Brent Crude hit its year low at $27.10 a barrel causing an immediate sell off in the energy sector. Once the Q1 dust had settled, attention turned to the UK’s vote on whether to remain a member of the EU. The Brexit vote result proved to be a genuine shock for markets, with many investors having believed that the UK would stay within the European Union. Attention soon turned to the equally ill-tempered US Presidential elections and all the political and economic unknowns that Trump’s victory has spawned. As a result, AIM, has seen a roller-coaster of a year in 2016.
19 Jan 17
Aggregated Micro Power* (AMPH): Funding for first peaking power plant project (CORP) | The Mission Marketing Group* (TMMG): Positive trading update (CORP) | Cello (CLL): Increasingly backed by, and leveraging, technology (BUY) | 4imprint (FOUR): Growth backed by strong cash flow continues (BUY) | Allergy Therapeutics (AGY): Positive trading update and market share gains drive upgrades (BUY) | Shanta Gold (SHG): Q4 operating results (BUY) | Sound Energy (SOU): Tendrara extended well test result (BUY) | Revolution Bars (RBG): Price target increase (BUY)
Small Cap Breakfast
19 Jan 17
SuperAwesome — The London based specialist in e-compliance is considering an IPO in its home town according to City A.M. Eco (Atlantic) Oil & Gas—TSX-V listed oil and gas exploration has announced its intention to float on AIM. Assets in Guyana and Namibia. Proposed £2m-£3m fundraise. Diversified Gas & Oil—According to LSE website first day of trading on AIM now expected for 30 January