goldfinger
- 20 Jul 2007 08:38
picked this one up on my stock screener a couple of days ago and immediately bought the stock as the fundies point to a compelling explosion of earnings growth over the next 24 months and beyond. I believe broker Arbuthnot Securities have released a recent Broker note.
Profile
SMARTFOCUS provides software and services that enables companies to manage and co- ordinate marketing across multiple channels, including email, telemarketing, direct mail and display advertising. The company provides a complete portfolio of data integration, analysis, modelling, campaign planning and management, with integrated budgeting and finance solutions. The result is 'Intelligent Marketing', driven by a single view of the customer's activities across all channels. Marketers can target their communications more accurately, cutting wastage, increasing conversion rates and achieving a better understanding of the customer base.
Users of smartFOCUS' enterprise marketing management software include, AAA, ABN AMRO, ATOS, EMI, Fig Leaves, Harrods, Hilton International, NSPCC, SocieteGenerale and T-Mobile.
Highlights Latest Results 12 Month Ending 31/Dec/2006
Strong revenue growth, up 52% to 9.2m (2005 : 6.0m)
Profit before tax increased to 0.9m (2005 : restated 0.0m)
Diluted EPS of 0.66p per share (2005: restated 0.06p)
Net cash of 0.8m (2005 : 0.6m)
Successful integration of Email Reaction, the email and on-line
marketing software company acquired in May 2006 for 1.6m
.Revenue growth year on year up 64% to 1.1m (2005: 0.7m)
Recurring revenue grew 52% to 3.6m
More than 60 new clients, partners and customer licenses were added:
.UK direct model success continues to build leadership position with 41
new clients added including: WH Smith, Harrods, Money Supermarket, and
RIAS
International success continues through the indirect partner model
with 6 new partners and 17 new customer licenses added including:
Genesis Direct, I-Centrix, USA Today, Athenahealth and Washington
Mutual
The launch of smartREACTION creating a fully integrated online marketing
solution: Significantly increases market opportunity, up and cross-sell
potential
Directors encouraged by the performance of both the UK direct and
international indirect partner model
High quality new projects in pipeline support a positive outlook for
2007
CEO Comment
Commenting on summary & outlook, Chris Underhill, CEO of smartFOCUS said:
"smartFOCUS continues to make good progress, delivering strong year on year
revenue and profit growth. Significant opportunities exist for future growth
from both our established UK operation and increasing international partner
presence. Going into 2007, we have greater geographic reach and more competitive solutions through the growth of our partners and addition of email and on-line marketing software. The Board remains positive about the year ahead based on a strong and broadening pipeline, fast growing client base and access to new and growing markets."
Outlook
The Board is encouraged by the number of current opportunities in its pipeline across all geographic markets. We expect to deliver growth in 2007 from having a more complete offering and further extending our marketing efforts to new partner territories. We have seen proof of the partner focused strategy in North America although we acknowledge that we are reliant on the partners selling additional customer licenses in new geographies. With a strong UK presence and the evolving nature of the partner model, the Company believes that it can service a wider marketplace in 2007 and beyond. In parallel to our organic growth effort, smartFOCUS will continue to look for further appropriate acquisitions that can strengthen our solution offering and accelerate growthwithin our core markets.
Two Directors bought stock at 16.25p 2/May/2007
Fundies
Market Cap- 17.63 million
ROCE- 46.20%
Historic P/E- 26.8
Prospective P/E to 31/Dec/2007 13.5 PEG 0.1 EPS Growth 98%
Prospective P/E to 31/Dec/2008 6.7 PEG 0.1 EPS Growth 100%
Cash 1,851,000 at 31/Dec/2007
TA

Website
http://www.smartfocus.com/
DYOR.
goldfinger
- 20 Jul 2007 09:24
- 2 of 33
Tipped yesterday evening aswell....
19.07.2007 - Zoom in on Smartfocus.
Its not often you find a company whose profits rocketed from a mere 33,000 to 920,000 last year, is on course to more than double this again to 2 million this year and likely to achieve 4 million in 2008. In other words, 3 years of 100 % p.a. compound growth with who knows what thereafter.
No, were not talking about the latest whizz-bang oil or mining stock but a relatively unknown small company down in Bristol called SMARTFOCUS.
If youre a marketing manager in a large corporate in todays cut-throat world, you need all the help you can get. This applies particularly in the modern digital environment where marketeers are expected to use every tool at their disposal such as e-mail, mobile messages and the web. We all know that expenditure on digital advertising is going through the roof , particularly on the Net, and Smartfocus have spent several years perfecting state of the art software to maximise the efficacy of such efforts. The beauty of this type of software tool is that clients can immediately gauge the improvement in response rates and the return on marketing spend.
In its first few years in existence, Smartfocus has already built up a roster of 300 major clients in 17 different countries. These include Lloyds TSB, Hilton Hotels, AOL, Avis, Carphone Warehouse and Societe Generale. The reason profits are racing ahead at such breakneck speed is because most of the capital investment in developing software is upfront and now out of the way. Additionally, around a third of turnover is derived from ongoing recurring income. This means that, once a sale is done, the company keeps on earning year after year.
Although a relative minnow, Smartfocus is addressing a worldwide market and already has offices serving Europe and North America with South East Asia next on the list. The company has a modest payroll of under a hundred and yet is easily scaleable to cope with this rapid expansion. Clearly, its track record in profit terms is very short but this reflects the heavy upfront development costs it has incurred largely with the financial backing of a Venture Capital Trust who still hold nearly 30 % of the shares. With the directors owning another large chunk, there is less than 10 million worth of stock in general circulation which makes it very difficult for larger institutions to gain a foothold.
This presents an excellent opportunity for the smaller investor to get in on the early stages of what could be a remarkable growth story at a very reasonable price. After creeping steadily month by month up to 19 p, the shares sell at 26 times last years earnings but the one broker who follows this one is forecasting earnings per share of 1.4 p this year and 2.8 next year. With the company continually bolting on small, complementary businesses, even these bullish forecasts could be surpassed. Even so, a price earnings ratio of 13.5 for this year and a paltry 6.8 for 2008 leaves plenty to go for.
As we have already said, this is a relatively short growth story so far but the potential is extremely exciting especially being underpinned by quality recurring income. Provided the ambitious forecasts are met, we can see this one at least trebling over the next 2 years. You can read more about the company at www.smartfocus.com.
goldfinger
- 20 Jul 2007 09:55
- 3 of 33
Starting to get buyers interested.
goldfinger
- 20 Jul 2007 11:41
- 4 of 33
Trebling in two years time as per the tip would do me just fine.
goldfinger
- 20 Jul 2007 13:12
- 5 of 33
All buys up to date.
goldfinger
- 23 Jul 2007 04:07
- 6 of 33
A bit more information,
SmartFocus launches NA beta program for 64 bit data server
By Melissa Campanelli
June 21st, 2007
NEW YORK SmartFocus has launched the North American Beta Program for its 64 bit Analysis Data Server at DM Days here.
The ADS is smartFOCUSs high-speed, high-volume data server optimized for marketing data analytics. Designed to deliver performance and data capacity, it is able to run complex and ad hoc queries across hundreds to billions of rows of data in seconds. The ADS powers the smartFOCUS marketing analysis software solutions and is a core component of the smartFOCUS Intelligent Marketing Application Suite.
With the new 64 bit ADS, smartFOCUS has removed the traditional server memory and processor limitations found in the 32 bit world, to offer high levels of scalability and performance in marketing data analytics.
Through its underlying multithreaded, multiprocessor architecture, the ADS enables marketers to take advantage of the unlimited resources offered by 64 bit computing by using a single data analysis solution to analyze the massive volumes of data being generated by multichannel marketing, especially through online and digital channels.
The creation and use of insight held in an ADS, or across multiple ADSs, can now be shared by a much larger community of concurrent users and the extended customer-centric organization. This supports more informed, more timely decision making; greater marketing efficiency and productivity; and so further improves marketing performance while reducing the cost of applying analysis across multiple channels.
Marketing service providers in North America can now participate in the smartFOCUS 64 bit ADS Beta Program to assess the potential cost savings of the new ADS.
Savings arise, for example, from running multiple large volume analysis databases on a single or consolidated server platform, rather than on one server per database per client, without compromising service performance or the user experience.
Additional ADS enhancements scheduled as part of the Beta Program take advantage of improved data load speeds and faster incremental data updates to further reduce database refresh times and better fit within the overall operational window MSPs are challenged to meet, as marketing moves toward real time.
Deputy Editor Melissa Campanelli covers postal news, CRM and database marketing for DM News and DMNews.com
goldfinger
- 23 Jul 2007 12:03
- 7 of 33
Solid update from STF today.
Broker upgrades sshould show this is far far too cheap.....
smartFOCUS Group PLC
23 July 2007
FOR IMMEDIATE RELEASE 23 JULY 2007
smartFOCUS Group plc
Trading Update
At its annual general meeting to be held later today, John Charles, the Chairman
of smartFOCUS Group plc ('smartFOCUS', the 'Company' or the 'Group'), the international
marketing provider of high performance marketing software, will provide the
following update on trading for the first half of 2007.
smartFOCUS has continued to make good progress with a substantial increase in
revenue and EBITDA in the first half of 2007 compared to the same period in 2006.
The Company continues to invest year-on-year in additional sales resources
while managing overall operational expenses so that they were below expectations.
Cash is 0.2m higher than at the same point last year after taking into account
the repayment of all outstanding long term debt (1.0m) in the first half.
The Company has achieved its historic first half revenue weighting which was in
line with expectations and the Board remains confident about continuing to deliver
sustained growth in 2007.
The business is benefiting from greater geographic reach and more competitive
solutions as demonstrated by its fast growing client base, partner model and on-line
marketing business. The Directors continue to see new projects for its
solutions as clients adopt more integrated approaches to marketing, combining
traditional off-line with on-line digital channels to market. This demand for
multi channel marketing solutions is represented by a strong and growing pipeline
across all parts of the Group through both its direct sales operation in the UK
and international partner network of marketing services providers.
The Company's email and on-line marketing software company, Email Reaction,
increased market share in the period with revenue growth of over 100% achieved
through new customer acquisitions and increasing demand for on-line marketing.
The Directors believe that growth in on-line marketing will continue to be very
strong in the UK and they continue to review opportunities to extend the Group's
on-line marketing technology and presence internationally.
The Company's international partner network continues to grow strongly, especially
in North America. A new Asia Pacific operation has been established with Singapore
based Smart Software Pte Limited, trading as smartFOCUS Asia Pacific,
which further increases international distribution in a new and fast growing market
for the Company.
In the period, the Company increased the number of new clients, directly and through
partners, by over 50 and signed two new major partners, Cendris in Europe and Barton
Cotton in North America. Looking forward, the Board of smartFOCUS retains a very
positive outlook for continued growth in demand for its solutions in the marketplace.
smartFOCUS recognises the increased consolidation in its market. However as
stated in its strategy, the Company continues, to seek to complement its organic
growth with further earnings enhancing acquisitions that exploit its market
position and take advantage of strong market growth forecasts for marketing
software and on-line marketing solutions. The Directors are encouraged by the
Company's trading prospects for the remainder of this financial year and,
consequently, the Board views the Company's future with confidence.
smartFOCUS anticipates announcing its interim results for the six months ended 30
June 2007 in late September 2007.
Chris Underhill, CEO of smartFOCUS, commented: 'The Company has made good
progress so far this year across all parts of the Group especially in our
on-line marketing business which underlines the opportunity this market
represents going forward. Both our UK direct and International partner business
continue to perform well with especially good growth through partners supporting
our strong recurring revenue.
We are delighted to be working with an experienced team focused on the Asia
Pacific territory and anticipate good growth in this new market. Overall we see
positive demand for multi channel marketing solutions and, in the UK, our direct
sales model combined with our ability to implement solutions in this territory
continues to serve us well competitively and deliver high value clients.'
smartFOCUS Group plc
Chris Underhill, Chief Executive
Neil Thomas, Finance Director Tel: +44 (0)117 943 5800
Buchanan Communications
Lisa Baderoon / James Strong Tel: +44 (0)20 7466 5000
Arbuthnot Securities
Tom Griffiths Tel: +44 (0) 20 7012 2000
This information is provided by RNS
The company news service from the London Stock Exchange
goldfinger
- 26 Jul 2007 09:28
- 8 of 33
All buys this morning and a nudge up.
goldfinger
- 26 Jul 2007 09:28
- 9 of 33
All buys this morning and a nudge up.
goldfinger
- 26 Jul 2007 13:53
- 10 of 33
SmartFOCUS acquired Email Reaction in May 2006 and now
Email Reaction Ltd says we are recruiting.
There is a tour and lots of information on the website.
http://www2.emailreaction.com/product_tour.asp
http://www2.emailreaction.com/index.asp
HARRYCAT
- 26 Jul 2007 14:17
- 11 of 33
Have you found any difficulty in trading this stock, GF?
Have been watching it for a while, but trades are slim & selling when the time comes may be a worry.
goldfinger
- 26 Jul 2007 15:50
- 12 of 33
Not yet HC and this may make a difference, RNS just out.
it appears we are going upmarket, I d watch out for more purchases from this lot aswell.......
smartFOCUS Group PLC
26 July 2007
For Immediate Release 26 July 2007
smartFOCUS Group PLC
New Significant Investor
smartFOCUS Group plc ('smartFOCUS' or the 'Company'), the international
marketing provider of high performance marketing software, is pleased to
announce that it has been notified today that FORUM Venture Capital GmbH
('Forum') yesterday purchased 18,000,000 ordinary shares of 1p each ('Ordinary
Shares'), representing approximately 19.4 per cent of the Company's issued share
capital.
smartFOCUS also announces that it has been notified today of the following
disposals of Ordinary Shares on 25 July 2007, in order to facilitate Forum's
acquisition of a significant stake in the Company:
Number of Resultant Resultant % of
Ordinary Shares Ordinary issued share
Shareholder sold Shareholding capital
Trivest VCT PLC 8,014,643 - -
Foresight
Technology VCT
PLC 5,263,158 14,629,127 15.8
Jonothon
Butters 3,157,894 3,531,065 3.8
Enquiries: -
smartFOCUS Group plc
Chris Underhill, Chief Executive
Neil Thomas, Finance Director Tel: +44 (0)117 943 5800
Buchanan Communications
Lisa Baderoon Tel: +44 (0)20 7466 5000
Arbuthnot Securities Limited
Tom Griffiths Tel: +44 (0) 20 7012 2000
ENDS
goldfinger
- 27 Jul 2007 10:23
- 13 of 33
Nice little nudge up as usual.
HARRYCAT
- 27 Jul 2007 14:31
- 14 of 33
Just tried to buy some of these online but Selftrade won't play ball. Phone to dealer only. Is this just a friday afternoon condition or the only way to trade this stock, GF?
hotrott
- 27 Jul 2007 14:57
- 15 of 33
I got these on line yesterday but today I tried to buy Greatland Gold online and got a message to say I was in a queue I could send my order but I may not get them at the current price. So I had to buy them over the phone. Even then I had to wait while the broker checked with the market.
goldfinger
- 27 Jul 2007 15:50
- 16 of 33
Hi HC, nope Ive bought all mine online and had no problems.
Might be just the last 2 days where the brokers are overun.
Ive certainly got this one at the very head of my favs just behind Myhomes.
I think it could go on and double this next 12 (excluding market meltdown etc)months and you dont get me usually forecasting like that as Im a real cagey devil and play chances down 99% of the time.
Best of luck with your purchase and remember it as a low beta so it wont fly overnight.
goldfinger
- 31 Jul 2007 02:15
- 17 of 33
Contract win....
smartFOCUS Group PLC
30 July 2007
For Immediate Release 30 July 2007
smartFOCUS Group plc
smartFOCUS Selected By Cendris
smartANALYZER, smartCAMPAIGNER and smartREPORTER applications enable Cendris to
increase customer campaign effectiveness and response
Bristol, UK, 25 April 2007 30 July 2007 - smartFOCUS, (AIM: STF) ('smartFOCUS'
or the 'Company'), the international marketing software and services group today
announced that it has been selected by Cendris, part of the TNT.NV Group to
provide software to help with its marketing services and data management
offering to its clients.
Cendris is the leading provider of complete and integrated business solutions
for the management, printing and retrieval of documents and supports
organisations to efficiently build sustainable customer relations by optimising
their data quality, list management and document processes. As part of the
contract smartFOCUS will provide its 'Intelligent Marketing Application Suite'
to help Cendris's customers create a global overview of their marketing activity
and gain deeper customer insight.
The Intelligent Marketing Application Suite including smartANALYZER,
smartCAMPAIGNER and smartREPORTER applications, will allow Cendris to offer its
clients a wide range of new services, including:
better identification of target recipients
improved understanding of customer behaviour
strengthened links with loyal clients
enhanced multi-channel management and distribution of information
In addition smartFOCUS' software solutions enable more efficient and
cost-effective management of data and marketing campaigns with reporting.
Curt Bloom, International Managing Director, smartFOCUS commented:
'The Cendris contract is another example of the broad International appeal of
smartFOCUS solutions providing a comprehensive overview of marketing activity
with direct access to information and reporting which are critical for today's
multi-channel marketers.'
Kees Groenewoud, director Campaign Management from Cendris said:
'Thanks to smartFOCUS, Cendris is becoming a Marketing Service Provider that can
deliver all the end-to-end processes of a marketing campaign, from the
operational delivery right through to enhanced analytics and customer insight'
- Ends -
Enquiries:
smartFOCUS Group plc Tel: +44 (0)117 943 5800
Chris Underhill, Chief Executive
Buchanan Communications
goldfinger
- 31 Jul 2007 23:02
- 18 of 33
A corker of a day.
The smart ones are already in but plenty of room left for anybody who wants a solid growth story in the making and it could be big very big.
Iankn73
- 31 Jul 2007 23:29
- 19 of 33
Hi gf,
I bought and sold STF looking at the latest news it seems prematurely! I certainly feel there is huge potential in the Smartfocus marketing software and you just have to look at their impressive client list which you cant ask much more endorsement wise. I know some PI's may have their reservations in investing in Chinese listed stocks but I feel Sinosoft (SFT) another software house which I have invested in has immense potential in the long term. I would advise you to take a look if you havent already done so and let me know what you think?
p.s. good luck with this one not that I think you will need it long term :))
Cheers,
Ian
goldfinger
- 01 Aug 2007 09:08
- 20 of 33
Ian thanks for that and will have a look at sinsoft when back from holiday monday i think.
Just a few light posts or otherwise her indoors will collar me.
goldfinger
- 03 Aug 2007 11:17
- 21 of 33
Added a few more yesterday on the fall.
Far too cheap and can see these being 30p come xmas as long as general markets stand up.
goldfinger
- 07 Aug 2007 09:41
- 22 of 33
An update on the fundies and analysts may upgrade these after the recent contract win......
To 31/Dec/2007 forward P/E of 14.9 PEG 0.2 EPS Grth 98%
To 31/Dec/2008 forward P/E of 7.5 PEG 0.1 EPS Grth 100%
Way undervalued.
PapalPower
- 06 Sep 2007 12:44
- 23 of 33
http://www.smartfocus.com/NewsEvents/PressReleases/tabid/79/articleType/ArticleView/articleId/47/Default.aspx
29 August 2007 - DLG improve response times and client satisfaction using smartFOCUS Analyzer
DLG, the UKs leading supplier of consumer lifestyle information for direct marketing, has selected smartFOCUS Analyzer marketing software to improve client satisfaction by decreasing response times to sales enquiries at its UK offices in London and Watford, as part of their ongoing commitment to improve customer service.
DLG provides direct marketing lists and supplies extensive and highly targeted data to marketers. The smartFOCUS software enables DLGs sales teams to run quick counts on its database, based on clients often very complex segmentation needs. The Data Production team also uses the system to carry out more complex counts and to extract any data requested by clients more quickly than ever before.
DLG selected Analyzer for its scalability and its ability to handle extremely large volumes of data whilst accommodating the needs of a sales team that is growing through acquisition and investment. DLG has invested in an Enterprise Licence for some 80+ users across the Sales, Marketing and Data Production teams. This is a key business investment and, in recognition of the significance of this, the agreement incorporates a 5 year support agreement.
Richard Webster, Group Communications Director at DLG, explains: Having the ability to run quick cross tabs and breakdown of datasets has given our sales teams more understanding of the depth of our data and provides them with the best tools to help clients to achieve their marketing objectives. The system is simple to use and was quick to roll out to the sales team. The ability to handle a large volume of data has enabled DLG to consolidate all its datasets into one single consumer view on a more regular basis and quicker than before
He continued: Client satisfaction has always been our top priority, and turning orders around swiftly and efficiently is absolutely crucial for achieving it. Increasing the speed of counts and data extraction through this system will allow us to service our clients better by meeting their urgent data requirements.
Peter Watson, smartFOCUS Client Services Director said Our objective is to work with our customers to ensure that they gain maximum return from their investment in our software and services. We are delighted that DLG is able to offer improved efficiency and response times to their customers as a result of using our technologies. We recognise that a high level of customer service is key to DLG and look forward to continuing to work with them in the future.
About DLG
DLG is the UKs leading supplier of consumer lifestyle information for direct marketing, allowing organisations to source, grow and retain profitable customer relationships through multi-channel communication using marketing data and predictive enterprise solutions. DLG works with more than
1,000 clients across a diverse range of industries including financial services, telecommunications, automotive, insurance, retail, manufacturing, leisure, utilities and e-commerce.
DLG continues to extend the boundaries of multi-channel data collection that includes the use of telephone, mail, warranty cards and the internet to provide higher quality information, quicker delivery and better response rates than are typical in its market. DLG posts annual sales of c.17 million, completed a 25 million MBO in March 2006 and acquired Wegener DM UK in October 2006.
PapalPower
- 06 Sep 2007 12:45
- 24 of 33
Results now due on 25th Sept, and the last trading update was as below :
http://www.investegate.co.uk/Article.aspx?id=200707230822496670A
smartFOCUS Group PLC
23 July 2007
smartFOCUS Group plc
Trading Update
At its annual general meeting to be held later today, John Charles, the Chairman of smartFOCUS Group plc ('smartFOCUS', the 'Company' or the 'Group'), the international marketing provider of high performance marketing software, will provide the following update on trading for the first half of 2007.
smartFOCUS has continued to make good progress with a substantial increase in
revenue and EBITDA in the first half of 2007 compared to the same period in 2006. The Company continues to invest year-on-year in additional sales resources while managing overall operational expenses so that they were below expectations.
Cash is 0.2m higher than at the same point last year after taking into account the repayment of all outstanding long term debt (1.0m) in the first half. The Company has achieved its historic first half revenue weighting which was in line with expectations and the Board remains confident about continuing to deliver sustained growth in 2007.
The business is benefiting from greater geographic reach and more competitive
solutions as demonstrated by its fast growing client base, partner model and on-line marketing business. The Directors continue to see new projects for its
solutions as clients adopt more integrated approaches to marketing, combining
traditional off-line with on-line digital channels to market. This demand for
multi channel marketing solutions is represented by a strong and growing pipeline across all parts of the Group through both its direct sales operation in the UK and international partner network of marketing services providers.
The Company's email and on-line marketing software company, Email Reaction,
increased market share in the period with revenue growth of over 100% achieved
through new customer acquisitions and increasing demand for on-line marketing.
The Directors believe that growth in on-line marketing will continue to be very
strong in the UK and they continue to review opportunities to extend the Group's on-line marketing technology and presence internationally.
The Company's international partner network continues to grow strongly, especially in North America. A new Asia Pacific operation has been established with Singapore based Smart Software Pte Limited, trading as smartFOCUS Asia Pacific, which further increases international distribution in a new and fast growing market for the Company.
In the period, the Company increased the number of new clients, directly and through partners, by over 50 and signed two new major partners, Cendris in Europe and Barton Cotton in North America. Looking forward, the Board of smartFOCUS retains a very positive outlook for continued growth in demand for its solutions in the marketplace.
smartFOCUS recognises the increased consolidation in its market. However as
stated in its strategy, the Company continues, to seek to complement its organic growth with further earnings enhancing acquisitions that exploit its market position and take advantage of strong market growth forecasts for marketing software and on-line marketing solutions. The Directors are encouraged by the Company's trading prospects for the remainder of this financial year and, consequently, the Board views the Company's future with confidence.
smartFOCUS anticipates announcing its interim results for the six months ended 30 June 2007 in late September 2007.
Chris Underhill, CEO of smartFOCUS, commented: 'The Company has made good
progress so far this year across all parts of the Group especially in our
on-line marketing business which underlines the opportunity this market
represents going forward. Both our UK direct and International partner business
continue to perform well with especially good growth through partners supporting our strong recurring revenue.
We are delighted to be working with an experienced team focused on the Asia
Pacific territory and anticipate good growth in this new market. Overall we see
positive demand for multi channel marketing solutions and, in the UK, our direct sales model combined with our ability to implement solutions in this territory continues to serve us well competitively and deliver high value clients.'
halifax
- 06 Sep 2007 13:29
- 25 of 33
Looks like a growth stock to me. Results coming up should be good reflecting the Chairman's positive statement given after STF's year end.
PapalPower
- 07 Sep 2007 01:58
- 26 of 33
Should be.
Anyone got an updated broker note. Going back to the March one they are predicting 1.4p EPS this year, and 2.4p for next year.
PapalPower
- 07 Sep 2007 10:54
- 27 of 33
From a post on AFN :
Glasshalfull - 7 Sep'07 - 09:35 - 12 of 12
Here is another positive write up on the company from June 2007 Hargreaves Lansdown publication Inside The City.
The company and its environment
smartFOCUS summarises its business as delivering end to end marketing solutions which help organisations deliver Intelligent Marketing. The chief executive sums up the groups mission as providing customers with the strategy, solutions and services to help them make the transition to a performance driven multi-channel marketing organisation
to better serve their customers and stakeholders. In essence, the group provides marketing services to businesses, much of which is delivered online via its own software. The software effectively helps to increase customer response rates to both emails and computer generated junk mail. Normal responses to such promotions can generate a success rate of less than 2%. smartFOCUS notes that its can help customers generate a hit rate in the mid to late teens, a vast improvement on the apparent norm.
Headquartered in Bristol and with sales offices in North America, France and the Netherlands, the group came to the higher risk Alternative Investment Market (AIM) back in October 2004. Although currently a smaller company retaining a stockmarket valuation of less than 20m, the groups current customer list is impressive. Customers
currently include the likes of ABN Amro Bank; online portal AOL; newspaper group The Guardian; BNP Paribas Bank; Center Parcs; Hilton International; SociGale; Lloyds TSB; The Carphone Warehouse; Avis; and Zurich Financial Services.
Why buy the shares?
The groups recent full year results (27th March 2007) appeared to show the company turning a significant corner. Much of the recent success looks to have come from the groups May 2006 1.6m acquisition of Email Reaction. The successful integration of Email Reaction has both increased the competitiveness of the groups product offering
and also opened up new market opportunities to the company. Over the year 2006, the company delivered a 52% increase in revenues, rising to 9.18m (2005: 6.04m), whilst profit before tax increased to 0.9m against a restated break even figure (0.0m) for 2005. Furthermore, management provided a positive outlook comment, noting that the Board was encouraged by the number of current opportunities in its pipeline across all its geographic markets. Recent
customer additions include WH Smith, Harrods, Money Supermarket, USA Today, and the Washington Mutual.
Although relatively small, directors have recently been expressing their long term optimism in the groups future. Director John Charles added to his 5.5 million shares buying 61,500 shares on 1st May 2007 at 16.25p (a stake of 6.01%), whilst fellow director Christopher J Gater purchased an additional 150,000 shares on the same day at the same price, giving him an overall stake of 0.36%. The group is also looking to extend its geographical reach, with the company recently establishing an Asia Pacific operation, via a strategic alliance with Singapore based Smart Software Limited. The early intention is to build on existing client relationships which Smart already has and then develop a partnership network in the region.
Shares in smartFOCUS certainly have to be seen as high risk by investors. The breakthrough into profits has only just been made and the job of managing exciting expansion can be fraught with risks - especially in the IT related world. That said, with many corporate marketing budgets migrating to online channels, such as email and web based applications, the future of marketing is likely to be very different from the soap box world which many of us know now.
Industry analyst Gartner predicts that marketing applications are one of the fastest growing Customer Relationship Management (CRM) areas in the IT sector today, with a predicted 11.2% compound annual growth rate likely from
2005 to 2009. The group could also prove a takeover target at some point in the future, given the rapidly blurring lines between media, advertising, marketing and technology.
halifax
- 07 Sep 2007 12:36
- 28 of 33
17.50-18.75 MM widened the spread discouraging buyers?
PapalPower
- 09 Sep 2007 04:31
- 29 of 33
http://www.marketingservicestalk.com/news/sma/sma100.html
29 August 2007
Cendris picks smartFOCUS to aid campaign targeting
SmartFOCUS, an international vendor of enterprise marketing software, has been selected by Cendris to provide software to help with its marketing services and data management offer
Cendris is the leading provider of complete and integrated business solutions for the management, printing and retrieval of documents and helps organisations to efficiently build sustainable customer relations by optimising their data quality, list management and document processes. The company will use the smartFOCUS Intelligent Marketing Application Suite to help its customers create a global overview of their marketing activity and gain deeper customer insight.
With smartANALYZER, smartCAMPAIGNER and smartREPORTER, Cendris can offer its clients a wide range of new services, including better identification of target recipients, improved understanding of customer behaviour, strengthened links with loyal clients and enhanced multichannel management and distribution of information.
In addition, all smartFOCUS software solutions enable more efficient and cost-effective management of data and marketing campaigns with reporting.
Kees Groenewoud, director Campaign Management from Cendris, said: 'Thanks to smartFOCUS, Cendris is becoming a marketing service provider that can deliver all the end-to-end processes of a marketing campaign, from the operational delivery right through to enhanced analytics and customer insight'.
The Intelligent Marketing Application Suite offers efficient campaign management tools designed to enable sharing of information within organizations and between users.
SmartFOCUS customers achieve insight into the status of actions to be executed, a capability that is built into the core smartFOCUS software, both at campaign level and at action level.
'Providing a comprehensive overview of marketing activity with direct access to information and reporting are critical for today's multichannel marketers, and it is with those key ideas that we developed our smartFOCUS solutions,' said Curt Bloom, International Managing Director, smartFOCUS.
SmartFOCUS is a leading international marketing software company that empowers marketers with the intelligence to drive high performance multichannel campaigns and more valuable customer relationships.
Its Intelligent Marketing solutions integrate off-line and online data, analysis, campaign and performance management to deliver better targeted more timely and relevant communications that increase campaign conversion rates and improve customer's insight.
smartFOCUS now has over 300 customers worldwide using its marketing software including AAA, ABN AMRO, ATOS, Centreparcs, EMI, Fig Leaves, Harrods, Hilton International, NSPCC, Societe Generale and QVC.
In 2006 smartFOCUS experienced revenue growth of 52 per cent to $18M (GBP9m).
The organisation is headquartered in the UK, with offices in the US, continental Europe and Asia Pacific.
PapalPower
- 12 Sep 2007 15:22
- 30 of 33
All buys today, 1 MM ticked up.
PapalPower
- 24 Sep 2007 16:10
- 31 of 33
Well, its ticking up nicely, now 2 v 1 @ 19/20.
Results tomorrow :)
Toya
- 24 Sep 2007 17:21
- 32 of 33
Yes - it's good to see it wake up!
Andy
- 02 Sep 2010 22:31
- 33 of 33
The directors of Biocompatibles (LSE: BII), Silence Therapeutics (AIM: SLN), Renovo Group Plc (LSE: RNVO) and smartFOCUS Group (AIM: STF) will be presenting:
Thursday the 9th September 2010, Chesterfield Mayfair Hotel, 35 Charles Street, Mayfair, W1J 5EB
The presentations will start at 6:00pm and finish at approx 8:00pm. After the presentations are complete the directors will also be available to take questions during a free canapand wine reception. Details on the presenting companies can be found below.
This event is suitable for the following:
Sophisticated & private investors, private client brokers, fund managers, financial institutions, hedge funds, buy & sell side analysts and journalists.
Register here - http://www.proactiveinvestors.co.uk/register/event_details/87
If you have any problems registering or queries please email events@proactiveinvestors.com.