Deal Group Media is the biggest and only true online advertiser on the whole of the London stock exchange. Its business is that of focussing on delivering high returns to its clients from online advertising through all differing sizes of web site and search engines. The massive increase in online advertising means it is at the very leading edge of the growth in the industry.

Just a few raw figures to look at in this industry.

*Internet advertising now accounts for around 4% of all company advertising and is growing as a % of all company advertising, we are only at the very beginning of a Mass market.

*The market is expected to break 500 million by the end of December.

*The market saw a 75% increase in revenues in the first 6 months of 2004, so you can see the growth is really staggering.

*Just take a look at this site and others and see all the adverts and pop ups plastered around, theres a good chance that DGM have a hand in many of these adverts.

*The biggest growth stimulant has to be the growth in online shopping and this should increase the market size for many years to come.


The last results reported were very encoraging indeed and 2005 shold be the year this one really breaks out and shines, here are the main points.

Deal Group Media plc, the online marketing group whose activities include
performance-based advertising and search engine marketing, today announces its
interim results for the six months ended 30 June 2004.

Highlights


Business transformed by merger of The Deal Group and IBNet plc


Combined operations turnover 6.55 million (878,000 by former IBNet plc)*


Pre-tax profit 619,000 (before amortisation of goodwill)


Pre-tax profit 45,000 (623,000 loss by former IBNet plc)*


New blue chip clients being won


Core business achieving record growth month on month


An increasingly positive online marketing outlook


Further progress anticipated in the second half of 2004.

The company as an impressive list of clients.......

: AOL, Autotrader, American Express, BT, B&Q, Cancer
Research, Comet, Coral, Dial-a-phone, easyjet, esure, Halifax, Interflora, John
Lewis, Littlewoods, Ladbrokes, Lloyds TSB, Match, MBNA, MoreThan, Nestle, phones
4U, Tiscali, Virgin Megastore, 888 and many more.


Key growth sectors are: mobile telecommunications, broadband, financial and
automotive, with further growth coming from gaming, travel and retail.


On results Adrian Moss, Chief Executive, said:

'We are delighted with the results now being delivered by the Group and our
promising potential. The foundations put in place following the merger, our
focus on delivering return on investment through measurable online marketing for
advertisers and our industry profile, are proving to be a combination that is
delivering value for clients, shareholders and other stakeholders alike. In a
marketplace that continues to grow and consolidate, we are seeking further
acquisitions to broaden the width of our offering and extend our geographic
reach. We look forward to continued growth.'

The company are making great strides to grow organically and are looking at the very large European market were acquisitions will be made.

Outlook

We anticipate that the second half of 2004 will continue to progress
successfully. Turnover exceeded the 1 million a month landmark for the first
time in 2004 and has consistently remained there. Month-on-month, the
Performance Network channel is enjoying record growth. The online advertising
channel is now establishing itself with regular repeat orders. Search remains a
strong growth opportunity and the newly launched affinity channel shows early
signs of success. Our key channels are growing and we anticipate they will
continue to do so.
With nine months of the new business operating and significantly outperforming
the previous entities, we have a solid base to continue delivering for our
clients and shareholders. We can only repeat the sentiments of our 2003 Annual
Report - we remain confident and excited about the Group's prospects.

Fundies.

Y/Ending 31-12-2004 EPS 0.50p P/E 25.00
Y/Ending 31-12-2005 EPS 0.80p P/E 8.5

So forward P/E of 8.5 is very cheap for an online growth stock.

Alpha/Beta

The beta is on the low side so it wont exactly fly, but all in all it looks a solid growth investment. Certainly not another 'As Seen On Screen' but as per this weeks Investors Chronicle, low beta stock have greatly outperformed high beta stock this past year.

Does it have any minuses, well although not a minus some from the old school would be looking at Intangible assets and amortisation of goodwill but as an healthy profit making company I see no reasons to be negative here.

It is a cyclical industry is advertising but lets face it we are now on the upcurve and more and more businesses are turning to the internet for cheaper advertising solutions.

Conclusion

This looks a solid sound investment and although I wont put a figure on the Sp with its ongoing fantastic growth I would be hoping for a very exciting performance during 2005.

DYOR

Cheers GF.

By the way the chart added as per Dils request.....................

Strong looking chart.



cheers GF.

Fot the TA experts out there.



cheers Gf.

Market Research withuin the online advertising industry, please not the effects Broadband are having on this........


There are also numerous positive indicators for the sector. Growth in online
marketing continues to outpace other forms of marketing. A recent Institute of
Practitioners in Advertising report highlighted 26% of companies confirming an
upward revision in their online marketing budgets and that many favour online
spend over classic media. According to AC Nielsen, search is the preferred
method of finding an advertiser for 42% of internet users. The 2004
e-consultancy affiliate marketing report highlighted that leading retail
websites receive up to 20% of their online sales from affiliate marketing and
estimates of market size are at least double that of 2003. Continued growth in
the adoption of broadband, currently at 18% in the UK compared to 28.5%
penetration in the US, is expected to increase internet media consumption
threefold. Last September's Mediapost survey rated online advertising first, as
the most measurable media, generating the greatest return on investment. Taking
into account this all round growth, increased support from marketing decision
makers and the positive consequences of broadband adoption, the outlook for
online marketing grows ever more positive.

cheers Gf.

This one looks a great prospect for 2005 but looking at the chart it has risen strongly already so maybe a while before it goes again? Good pick GF

PS. I like Millfield for 2005- check it out. MIL.

Have a look at IPH - website www.ipt-ltd.co.uk

Hi MP might be worth setting up a thred and asking people for their top tip of 2005? What do you think. Millfield Ill have a good luck thanks.

cheers GF.

Good Idea--2005 best buys. Winner gets a red jumper for next Xmas!! cheers Chiva 20 .

This ones already moved up but theres been two very large sells, interesting I wonder who is buying and for what reason?.

cheers GF.

I bought in at around 10p and agree that this should be a great play for 2005. Look at any decent on-line retailer such as ASOS and sales are soaring. Working on-line has now become the norm and millions of people are at their screens every day which means that the big companies will follow with their adverts. A few weeks ago there were some vague rumours about DGM getting business from Sony but I've heard nothing since.

Very interesting Jim, if they do get a contract from Sony it should boost the SP.

Up slightly so far, as I said ittajes a lot to move this one either way so investors shouldnt expect miracles.

cheers Gf.

Some nice buy volume in this today.

cheers GF.

Another small rise up but dont forget they all count.

cheers GF.

Taken from yesterday's business section of the Times.....

Deal Group Media rose to a 3 year high amid rumours that the house broker had cleared an overhang of 5 million shares. Some of the stock is understood to have gone to a big US fund manage giving it a debut stake. Recent client wins include Apple, Virgin Mobile, Vodafone and B&Q.....

Fantastic news WOW.

cheers GF.

Put a chart in the heading.


Cheers

Done.

Cheers GF.

More to come from the Yanks. You bet.



cheers GF.

A slight fall today, but beleive me this one is really a money earner for 2005.

cheers GF.

Yesterday's (3 Jan) Times carried an article about advertising in general - the thrust being that 2005, without any major sporting or political events will be flat. It goes on to say.....the one sector that continues to grow strongly is online advertising...more than trebling its size in the past two years...the expectation is for growth to remain in the double digit range.

Looks good for DGM

up a bit today-people beginning to pick up on this one!

following up on my note above, the big ad agency aegis predicts that 2005 growth for on-line ads will be around 20%

Times Business section , 5th January, ....Fidelity has declared a 4.2% stake in DGM.

Good news that Jim, I rate Fidelity very highly.

cheers GF.

Looks like this ones been tipped just look at all the buys today.

cheers GF.

Get in there, thanks gf!! Any price target??

Just sold out. in at 13.35 out at 16.56

Whats ur reason(s) for getting out? I got in at 11 and im still pretty confident for further gains.

On a T10 settlement date 7/1/05

Doubled my March spreadbet on DGM today. May yet add more.
As in the thread title - I too regard this as one of the strongest prospects for 2005. (Also added to TOU)

No price targets, just think it will do well throughout the year.

cheers GF.

He's Batty

What Nora Batty?

Cheers GF,

Added again today.

cheers GF.

Goldfinger. Are you expecting some short-term weakness of the share price given the steep rise over the past few months? What are your medium to long term predictions?

Hi Chad, On and upwards. There going to be profit taking like today every now and again, but patience I feel will out you a good reward.

cheers GF.

Added this morning on the temporary weakness.

cheers Gf.

DGM will be heading to 25p soon

Yup a big profit taking day all around.

cheers GF.

This ones been picked by Malcolm Stacey the author /shares journalist as one of his four stocks for the year.

He will be doing a monthly BBC radio programme for a year tuning in listners to its progress.

Should really give this one a good promotional base.

cheers GF.

What are his other three?! Good choice here thats for sure.

My buy has just gone through as a sell!

Tristan the other three are STT, NML, ISYS.

Good day for DGM so far back in the blue.

cheers GF.

Bought in yesterday so looking for good things later in the year. I think this one will be slow but steady, just like me! I bagger maybe?

LOL

MS

In at around 14 last month, will be waiting to see some big profit this year. when is the interim i wonder.

Thanks for the chart GF , a picture paints a thousand words.

Cheers

Looks like its ready to go into the blue.

cheers GF.

DAILY MAIL
*Last laugh for Branson as Virgin Mobile (VMOB.L) moves fast.
*Deal Group (DGM.L) making an impression at institutional meetings

cheers GF.

Found this whilst browsing:

Murmurs of an upbeat trading statement from Deal Group Media saw the online advertising agency gain 1p at 17p.

http://business.timesonline.co.uk/article/0,,8211-1440155,00.html

GF or anyone, do you know what BBC station and when Malcom Stacey's programme is to be broadcast, is sounds like a good listen,Im looking but not finding it

Will find out for you panic, remind me if I dont get back please. Its once a month anyway for the next 12 focusing in on the progress.

cheers GF.

Item on Tv today (Ceefax) saying that although the high street struggled over Xmas , the one bright point was sales via the Internet which were up 20% at 3 billion pounds. This can only add to DGM's business.

Panic, its Radio BBC South at approx 7.30pm and ther first one was last wednesday. Another 11 monthly ones to come.

Im a northner so Im not sure what this BBC south is , never heard of it.

cheers GF.

Following up on my note above, there have been a large number of stories in the press over the weekend (FT, Telegraph) about the boom in Internet shopping. I can't help thinking that DGM are in the right place at the right time.

Thanks GF : Im in the south west so I should be able to find it .Again many thanks.

No problems panic.

cheers GF.

Looks ready to tick up.

cheers GF.

More postive news for DGM:

http://news.bbc.co.uk/1/hi/business/4186285.stm

James

Yup WD should have a big impact on DGM.................................

Last Updated: Wednesday, 19 January, 2005, 10:33 GMT

E-mail this to a friend Printable version

Yahoo lifted by advertising boom

Yahoo is enjoying a boom in online advertising
Internet giant Yahoo says a boom in online advertising helped it to more than double fourth-quarter profits.
Excluding profits from the sale of some investments, it made a profit of $187m (143.2m) in the last three months of 2004, up 149% on $75m a year earlier.

Quarterly sales totalled $1.078bn, a 62% rise on 2003.

"This was also the year in which we witnessed the beginning of a tipping point in advertising," said chairman and chief executive Terry Semel.

Yahoo moved at an impressive pace in the fourth quarter

Terry Semel, Yahoo chief executive


Check Yahoo's share price

"[The year] in which marketers addressed the continued shift in consumers' changing media habits by investing more of their marketing dollars online."

Yahoo says it is the most-visited internet destination globally.

Switching online

Yahoo and others, such as Google, have been boosted by a flow of advertising revenue from television and other media to the internet.

Advertising-related revenue rose 67% from a year earlier and accounted for 85% of Yahoo's revenue, about the same as the 84% figure for the previous quarter.

Mr Semel said that search-related advertising and brand advertising, such as banner adverts, both grew strongly.

"Yahoo continues to manage the business well," said ThinkEquity analyst John Tinker, noting the breadth of Yahoo's business and its continued international growth.

'Strong growth'

Yahoo earned $840m in 2004, but that included a windfall from selling stock in Google.

Profits, excluding the sale of Google shares, for 2004 as a whole were $526m, compared to $238m in 2003. Annual sales were $3.575bn, a 120% surge on 2003.

"It looks like very strong organic growth," said American Technology Research analyst Mark Mahaney, who said the company's forecasts came in ahead of expectations.

In trading after the closing bell, Yahoo rose 1.8% to $37.86 on the Inet electronic brokerage system from its $37.18 Nasdaq close.

Yahoo forecasts full-year revenue to be between $3.36bn and 3.56bn.

cheers GF.

Cracking on up, just look at that chart.

cheers GF.

GF : Re Malcom Stacey, the radio station is BBC Radio Solent on 96.1FM or 103.8FM, see part of the e-mail reply below,

Thank you for your interest in the Evening Show presented by Sue Dougan.
Malcolm Stacey will be joining us again in early March but I don't as yet
have a date. He will not be appearing on a fixed date every month, just
as and when it is possible for him to do so.

Sue Dougan's show is between 7pm and 10pm, so might have to do a lot of listening!!

Cheers panic spot on.

regards GF.

great update from DGM , very positive, let's look forward to mid-march. Given that the Internet is the only medium showing good growth in advertising it can't be long before DGM starts attracting the attention of some of the big ad agencies, either here or abroad.

Superb Trading Statement from DGM......................

Deal Group Media PLC
20 January 2005


Press Release 20 January 2005


Deal Group Media plc

Trading update


Deal Group Media plc, the full service online marketing group, which comprises
the newly rebranded operating company dgm, provides the following trading update
as it enters its close period.

Trading conditions for the year ended 31 December 2004 continued to be very
strong and the Board expects the Preliminary Results to be in line with the
uplifted market expectations as stated in the second quarter of 2004.

Trading for the last quarter reflected a growing demand among Christmas shoppers
to buy online with Group turnover increasing to 4.45 million for Q4 2004
representing 232 per cent. of the equivalent period for 2003.

The internet advertising sector experienced strong growth during 2004 and now
accounts for 3.4% of ad spend in the UK (Interactive Advertising Bureau/ PwC).
Industry analysts maintain a positive outlook for the sector, fuelled by rising
online penetration through the growth of Broadband, and increased demand for
advertising with a visible return on investment.

Against this background, the Group's performance has outstripped that of the
sector, increasing its market share by offering a broader sales mix. This has
been achieved by focusing on client retention, taking advantage of cross-selling
opportunities, and new client acquisitions. Recent wins include Oxfam, Standard
Life Healthcare, Alliance & Leicester and ING Direct.

During the final quarter of 2004, the Group undertook a major restructuring in
order to provide future scalability. There have been a number of key senior
management appointments across all disciplines, a reorganisation of the sales
and account management functions, and products have been structured into three
distinctive branded offerings: dgmPerformance, dgmSearchLab and dgmAdNetwork.
Additionally, the Group has embarked upon a business continuity programme to
provide a more robust technology infrastructure in line with its growing
business levels.

As stated at the time of the Interim Results, the Board continues to look for
potential earnings enhancing acquisitions and will update shareholders of any
developments.

Adrian Moss, Chief Executive of Deal Group Media plc, said: 'Our performance in
the last year has been in line with market and internal expectations. These
targets have been achieved by improving the Group's sales mix, thereby creating
a number of cross-selling opportunities, and through the acquisition of new
clients.

'The recent restructuring has been undertaken in anticipation of further future
growth and our rebranded products mark a step change in the presentation and
marketing of our services. We look forward to reporting our Preliminary Results
in mid-March.'


For further information, please contact:


Enquiries:

Deal Group Media plc
Adrian Moss, Chief Executive Officer /
Jonathan Lines, Marketing Director Tel: +44 (0) 20 7691 1880

cheers GF.

Buyers coming in now in force.

cheers GF.

Falling back a little now, chance to buy before they go over 20p.

cheers GF.

Traders taking profits, but the trend is onwards and upwards.

cheers GF.

Back to evens good stuff, come on lets have some blue MMs.

cheers GF.

My purchase is showing a sell any reason??

Peter they often get them mixed up. Looks like a lot of buys might be the same looking at the break even price and then the buy and sell totals.

cheers GF.

Thanks!

Still holding firm.

cheers GF.

I really feel good about this one. Famous last words!

MS

Theres a lot taken profits today in fact its been very similar to when a company publishes its results and they are excelent but the share falls.

Speculators taking a few bob I feel. Im in for a much longer ride and will bring bigger profits home than they do.

cheers GF.

Been talking to Evil Knievil about this one this afternoon as hes interested in themutual .net and used this ones trading update as an example.

Been trying to get over to him that these firms dont need physical assets in fact the less the better. Also been justifying its fantastic growth in profits.

I think Im winning him over slowly but surely but hes a more cagey devil than I am, and thats saying summat.

cheers GF.

Too right. The longer your in on this one the more you'll make. I reckon a one bagger at least.

MS

Moving on up after yesterdays excelent trading update.

cheers GF.

From Todays IMRG update....

e-christmas internet sales soar 20% (17/1/2005)
--------------------------------------------------------------------------------

Online shopping sales sparkled again as usual this Christmas despite significantly weaker retail demand, and in sharp contrast with disappointing high street's results, following what the British Retail Consortium described as "the worst Christmas for retailers in the last decade."

E-retail sales for November and December were up 20% on the previous year's exceptionally high levels, outperforming the high street by a factor of eight. High street sales grew by just 2.5%. Half of the UK population was shopping online this Christmas, spending more than 3 billion, which represented 6.8% of all UK retail sales. Stores without websites paid the price in poorer sales.

The IMRG Index reached an all time high of 1766 in November, just 57 months on from its start point of 100, in April 2000. UK online shopping sales for calendar year 2004 were valued at 14.5 billion.

cheers GF.

GF. Is 4% drop today due to another bout of profit taking? Your previous post was very encouraging.

chad,

profit taking is only to be expected after the almost straight line rise we have had, just as I expect that when they meet and exceed expectations and perhaps show a glimpse of what they could realy do next year, then this will motor on again, of that I am sure..

As always, time will tell.

Be lucky.

T..

Just Keep calm guys. We are in a position where the whole small cap sector is being downgraded for a few days.

Keep in there and ride it out.

Cheers GF.

2 very high profile appointments.

Deal Group Media PLC
26 January 2005


Press Release 26 January 2005


Deal Group Media plc

Appointment of Non-Executive Chairman and Finance Director


Deal Group Media plc, the full service online marketing group, announces the
appointments of Lord Stone of Blackheath and Andrew Dickson to the Board as
Non-Executive Chairman and Finance Director respectively with immediate effect.

Lord Stone of Blackheath was raised to the peerage as Baron Stone of Blackheath
in 1997. He joined Marks and Spencer plc as a trainee in 1966 and retired his
position as joint managing director of the company in 1999. He is currently a
director of several non-government organisations, a retail company and is
involved in several charities. He also chairs the charity DIPEx that helps
patients gain information on their condition and their options.

David Lees is stepping down as Non-Executive Chairman, but will remain on the
Board as a Non-Executive Director.

Andrew Dickson was previously finance director of the Ministry of Sound group of
companies, which he joined as group chief accountant in 2000. In his role as
finance director, he prepared and executed a strategy for a turnaround of the
company from a 12.6 million loss in 2002 to a 3.2 million profit in 2003. He
was instrumental in restructuring the business from 38 companies to 4 companies,
refinancing a 3i investment with a distribution to shareholders and negotiating
a 6 million long-term loan from Barclays Bank.

Andrew Dickson started his career as a trainee accountant at Coopers & Lybrand
in 1995. In 1999 he moved to become a financial controller at PA Consulting.
In 2000 he joined Invaluable.com, the antique collectors' website, where he
supported the finance director and IPO team for an impending float.

Adrian Moss, Chief Executive Officer of Deal Group Media plc, said: 'We are
extremely pleased to welcome Lord Stone of Blackheath and Andrew Dickson to the
Board. Lord Stone's unparalleled knowledge of the retail industry will be
instrumental to the business going forward as online retailing continues to
grow. Andrew has the right mix of growth company experience combined with a
strong record of restructuring businesses and internal processes. His
experience at Ministry of Sound demonstrates his ability to drive businesses
forward and create shareholder value.'

Lord Stone of Blackheath added: 'Online advertising and retailing is growing at
a considerable rate. This is a very exciting time to be joining Deal Group
Media, the UK's largest independent online advertising group. They are well
positioned to take advantage of this market and I look forward to being part of
such a talented team and their continued success.'

Lord Stone of Blackheath, previously Andrew Zelig Stone, aged 62, is and has
been a director of the following companies and organisations during the past
five years:

Current Directorships Directorships held in the past five years
N Brown Group plc Ted Baker plc
DIPEx Brainboost Limited

cheers GF.

These are very importent appointments indeed. The future is being planned and put in place. There is no better time to buy in than now.

MS

GF. (Excuse me as this isnt about DGM) Whats ur stance on the IDD thread that you started in 2003? IDD slumped badly in 2004 but is there a possibility for a recovery this year with all the talk about government ID cards?

Hi Chad, as marked down on the daily thread I had on this board I sold out quite some time ago, when things were starting to look a little grim. Im not really up to date with the story my appologies.

cheers GF.

Looks like a 12 month high for DGM today. Certainly the two high profile recruits to the Board have spurred this one on.

cheers GF.

Encouraging article in shares mag today. Looks like this one still has a long way to go.

What does it say Chad?. Havent got a copy yet.

cheers GF.

BIG volume today.

2 sales amounting to over 6.5 million shares resulting in ratio of 4:1, sells to buys.

RNS Number:8935H Deal Group Media PLC 27 January 2005 indicating a THE EUREKA INTERACTIVE FUND LIMITED now has holding of 3.8%.

Recent trading statement is very positive. SP should be interesting between now and mid-march preliminary results.

Cheers.

GF. DGM was picked as one of Shares' 'Penny shares from heaven' buys. They just reeled off all the usual facts n figures. eg. 76% rise in spending in online advertising, turnover hitting 1 million a month, that sort of stuff.

Cheers Chad and its up again, NICE.

cheers GF.

GF. As DGM is the only independent UK listed online advertiser, does this mean there arent really any opportunities for Deal to grow by acquisitions? Is Deal a possible takeover target for bigger more well established traditional advertisers looking for a bigger piece of the online action? PS. take a look at Avanti Screen Media, another advertiser who's built up a nice little niche in the business of advertising on those flat screen tv's you see in shopping centres and pubs. Tipped in Shares mag this thursday. I bought in today.
Cheers.

Chad been in avanti screen media for a while now and earned a nice profit.

Your right about DGM and its ability for takeovers, I beleive thats one reason why we have seen the reorganisation and also the appointment of the 2 new guys this week.

Growth should be really remarkable.

cheers GF.

GF. You said youve been in ASG for a while - have you got a target price? - rise since flotation seems to have been pretty steep. You must be tempted to take profits?

Yup winnie tipped them on t1ps.com I am told by a buddy and says hold, so Im doing just that, though tempted to lop the top, a profit aint a profit untill trousered.

cheers GF.

True.

Chad asked whether DGM could eventually be a target for takeover by one of the big ad companies. Definitely ! Last week one of the big agencies, Aegis (AGS) bought De-construct, a digital media company to "plug a gap" in what Aegis can offer. Here is a bit of what Aegis said...(find more on RNS)

Doug Flynn, CEO of Aegis Group plc, said 'Digital media is generating many more
ways to reach consumers and, in an increasingly cluttered media environment,
outstanding creativity has become an integral element of effective
communication. The UK was one of the few gaps in Isobar's creative service
capability and De-construct's award winning capability in the digital space will
now deliver the highest level of service to its clients. In Isobar, we have an
international digital network that can meet all the needs of marketers in the
new media landscape and part of that will be the ability to offer outstanding
creativity around the world'.


As digital media takes more and more of the total share, the big companies MUST have a presence

thanks for that jimwren

GF, Had this on my watchlist since just before Christmas. It has more than doubled since October and I am wary of getting in too late at the peaks.
I know you won't predict, but if you were not in yet would you be buying now.
Many factors tell me to do so, your thoughts would be appreciated though.

Hi Andy I agree with Jim W, things look very bright, but remember we are already in this one. Its certainly a hold with upside but we need to see more visibility of earnings before it reaaly takes off again.

I cant rule out a take over though and probably at twice the price today shorterm, long term the skys the limit.

cheers GF.

Do you think 20p may be a barrier for now until the results?
What would be a good price to get in at? Opinion only, I know its ultimately my decision. Deciding between two on my list, DMG and KMR, can only do one at moment.

andysmith

Fund managers have been buying recently at these levels if thats anything
to go by....

Up again, wow.

cheers GF.

Yes, unfortunately guys I am going to have to leave you. I have made a nice profit on this one - I have something else to put my money into. If they retrace I may well get some more.

Trdxx,

Do you by any chance hold any DAT group (DA.)??? If so well done, they are flying.

I can empathise with you legend. I too feel very tempted to take profits. DGM has had a great run, and many other investors must feel the same. However, im still optimistic for Deals future, and any set back in the SP can only be temporary. For me DGM is a hold.

Wouldn't disagree with you whatsoever chad, I have another stock to have a go at and should do well.

I am one of the believers that you never lost money taking a profit... what price did you get in at??

Im staying put.

cheers GF.

Interesting article on online advertising -

http://news.bbc.co.uk/2/hi/business/4203805.stm

cheers

Excelent spot S1309..................


Online ads win over the brand leaders
By Alex Kleiderman
BBC News business reporter



Online advertising has come of age with major brands like American Express and Nike now firmly embracing the internet as an equal to more traditional promotional outlets.

Yahoo has said a boom in online advertising helped it to more than double fourth-quarter profits to $187m (143.2m) in the last three months of 2004.

Newspaper groups, meanwhile, seeing a loss of revenue from print advertisements, are expanding their own internet operations as they bid to keep up with demand from marketers in a sector which is growing.

"We saw a complete change of philosophy last year," says Jeff Lanctot, vice president of media at AvenueA/Razorfish, the largest independent online ad agency in the US.

Faced with a multi-channel media landscape and corporate belt tightening, marketing departments began to see online advertising as a cost-effective medium.

With its mass reach, it can now rival other entertainment outlets for audience size, says Mr Lanctot.

"Brand advertisers once considered online an emerging technology they should test but in 2004 they considered it an essential part of their campaigns."

Rise of the portals

Total online spend grew by about 27% last year but still only accounted for 3-4% of US and European company marketing budgets, according to JupiterResearch.



By 2009, JupiterResearch forecasts revenues will have more than doubled to about $16.1bn (8.5bn) in the US and 4.7bn euros (3.2bn) in Europe.

Although growth will slow and overall revenues will remain far below TV and newspapers, online advertising is the only area expected to significantly increase its market share over the next five years.

Financial and travel companies were among the first to start selling products and services on the internet and now spend up to 20% of their advertising budgets online.

Sponsored searches - where firms pay to have links to their websites displayed in response to internet searches - and the bright spot in the years after the dot.com crash for the likes of Google - continues to grow.

And sales of online display or banner advertisements - the largest earner in the sector - generated their first increase in revenue last year since 2000.

It was the major brands advertising on specialist sport sites and the portals like Yahoo, MSN and AOL - where the cost of space can cost $400,000 for a 24-hour placing in the US - that is behind the recent boost.

Busy lives

Marco Bertozzi, commercial director at London-based digital media advisors Zed Media, has seen the number of clients who view the internet as "more than just a direct response channel" increase dramatically over the last two years.


Their online spend accordingly is up by about 400%.

"The shift is primarily being driven by volume," he says. "If the audiences are growing then you will be able to reach people more quickly."

"People are turning to the web for info, entertainment, to save time in a very busy life.


"Online is part of most people's lives now and the uniqueness of it is the fact that advertisers can get far closer to their consumers."

There are now the first signs of internet companies starting to sell ad space as part of a package and insist on minimum spend requirements but Mr Bertozzi believes prices could remain stable as choice allows advertisers to shop around.

Wary consumers

A survey carried out for the European Interactive Advertising Association, a trade organisation for sellers of interactive media, found 83% of online users felt that TV has too much advertising but less than half felt the same about the internet.


There was a confidence as the industry re-established itself on a much more stable footing after the dot.com crash
Julian Smith, JupiterResearch

A third of those surveyed said that online advertising was relevant to them.
"There was a confidence as the industry re-established itself on a much more stable footing after the dot.com crash," says Julian Smith, European online advertising analyst at JupiterResearch.

But Mr Smith envisages challenges ahead as faster internet connections see advertisers vying to create even more creative campaigns.

"As more [advertisers] come online in 2005 and competition intensifies to attract the attention of ever more experienced and wary online consumers, so the costs of online marketing will increase."

Story from BBC NEWS: 31/1/2005.

cheers GF.

I am definitely holding - I think that on-line advertising is only in its infancy with lots to come.

Legend. I was in at 9p, so ive had a more than decent return so far. What about you?

Goldfinger,

Have you seen IBG? how does it compare with DGM?
Both companies have gone crazy over the past few months! The main factor seems to be the increased usage of the net for shopping etc

Any thoughts would be well received.

Looks like Fidelity have picked up a few more shares - their stake is now 5%

I really think this is going to double within 6 months.

MS

Strange activity today. I've heard Comdirect offer no spread 19.13 to buy and sell??

Yup Fidelity getting stuck in and increasing its stake.

cheers GF. IBG will have a look., although Im going through Air Music And Medias accounts and it looks a little gem so far.

Forgot to post this from Fidelity..................

Change in holding since last filing: +3,341,388 ordinary shares.

cheers GF.

GF,

busy busy busy... lol! IBG seem to be in the same boat as DGM, but have yet to release any figures(due out in a few weeks). Take a look and see what you think.

All uphill since september.



cheers GF.

Lots of stock purchase at the moment could this be a similar build up to the mid-march intrims that we are seeing with neteller?

Dont know but its now through 20p and that l do me fine. May purchase more this afternoon.

cheers GF.

GF. Up 5% again today. I was feeling really tempted to sell this morning. But then I thought to myself that this one is a real winner. What I ought to be doing is buying more like yourself! I really cannot see anything going against this company.

Over 5 million shares traded already today

Moved up again.

cheers GF.

Got in on Monday at 19.25p before I set off for France, nice to see it up on my return. gf saw my post on IDS about culture changes which would make that fly and I'm 150% up already, I think DGM are in the same boat especially as most retailers saw lower sales this Christmas in favour of on-line sales and at the endof the day most people spend more time on-line than in the high street these days.

This is really motoring today.

MS

When you say tip for 2005,Goldfinger,do you think there is still a way to go with this one ..

Nearly three times more sells than buys and the price rises. - What the hell is going on. does anybody know?

More buy transactions though than sell transactions.

Hi Jimmy,

I think we will see more growth/visibility in earnings as the year goes on. Acquisitions arent ruled out and Im sure thats why the two new high profile members have been added to the board.

I wouldnt rule out a bid for this one either at some time during the year. Its P/E is high now but you are paying for future growth within a niche stock.

cheers GF.

Don't rely on the sells v buys as giving a true picture. I would suspect that some sells are not in fact sells. It's most misleading I know but thats the market's for you.

MS

Hi gf
Hi MS
Both points taken, have only just bought into these and cannot quite get my head round the thinking behind the sellers decision. Thought that perhaps I had dosed of during my research and had missed something that they hadn't.
Thank for the reassurance
Loadsa

Thanks ,i like this one should of bought it last week though

If you can keep your nerve you'll do well, but it will wobble at some stage just to frighten you.

LOL

MS

Its gone even higher , phew. This and NLR are having a fantastic ride.

cheers GF.

Wow, up nearly 13%. I'm going to have to release something else so I can top up.
Oh I don't know, all my share are doing well. If in doubt do now't.

MS

Great tip for 2005 GF, just keeps getting better by the day!

Yeah, looking like a great tip GF!

I'm struggling to decide on whether to top up on NLR or DGM - don't have funds for both unfortunately :(

Could be worse I suppose !!

Onwards and upwards ...

Stuart

Same here for me, Stuart. Really wishing to top up more on DGM, but insufficient funds...anyway, a great day today for DGM!

will be topping up tomorrow .... looks likes it is heading to 50p as the momentum just started.

50p i can stop eating beans on toast

Another good day!

Yipee.

cheers GF.

GF. Have had a look at the Blue Sky portfolio in Shares mag yet? If yes, which would be your picks? DAT looks interesting.

Havent got a copy yet. Sounds interesting though from the preview Ive had on ciywire.

Nice to see DGM up over 8% on the day. Some big buying going on.

cheers GF.

A few taking profits, must be bonkers. So much positive news about.

cheers GF.

Moving back up with buyers coming in.

cheers GF.

Like you said GF, any slight slumps like that can only be for the simple reason of premature profit taking. There isnt a single bad word for this company.

Great finish today. Recovery towards the end makes it look like tomorrow will be another good day hopefully. Could we have another ASOS on our hands here?

Not sure if this is old news or not but found this from yesterday:-

On Aim, Deal Group Media, the online advertising agency, gained 2.5p to 21.75p on whispers of an upbeat research note from heavyweight broker Merrill Lynch in which it said earnings per share of 1.1p were possible in 2005.

This will be the next ASOS of 2005.

Cluckin bell, I thought SEO was ASOS of 2005, I have them both!!!
Don't feel blue about my blue days at the moment!!

Ready to tick up I think.

cheers GF.

Google and Yahoo have already identified online advertising as major contributer to improved fortunes, now for Ask Jeeves ... (from the BBC):

"Ask Jeeves has become the third leading online search firm this week to thank a revival in internet advertising for improving fortunes.

The firm's revenue nearly tripled in the fourth quarter of 2004, exceeding $86m (46m).

Ask Jeeves, once among the best-known names on the web, is now a relatively modest player.

Its $17m profit for the quarter was dwarfed by the $204m announced by rival Google earlier in the week.

During the same quarter, Yahoo earned $187m, again tipping a resurgence in online advertising.

New year, new optimism

The trend has taken hold relatively quickly.

Late last year, marketing company Doubleclick, one of the leading providers of online advertising, warned that some or all of its business would have to be put up for sale.

But on Thursday, it announced that a sharp turnaround had brought about an unexpected increase in profits.

Neither Ask Jeeves nor Doubleclick thrilled investors with their profit news, however. In both cases, their shares fell by some 4%.

Analysts attributed the falls to excessive expectations in some quarters, fuelled by the dramatic outperformance of Google on Tuesday."

Looking for DGM to really breakout in the near future.

Cheers,
Stuart

GF. Had a look at the blue sky portfolio yet in Shares mag? Any thoughts?

No not yet chad but I hope to be able to get a copy saturday, just been too busy.

I see a few are taking weekend pocket money in this one.

cheers GF.

DGM will be a good buy for 2005...I believe Shares has missed on this in its BlueSky Portfolio.

They certainly have, perhaps its one they think that is guranteed to move forward so doesnt need any pushing.

cheers GF.

Nice to see this one going back into the blue.

cheers GF.

yea, but some heavy selling coming through.

Seems the norm for the market this morning ted. Just wondering if the MMs are looking for big profit taking in the US after Fridays stormer.

cheers GF.

Anyone know what the prospective P/E is at the current price?

Forward P/E to 31/12/2005 on a EPS of just over 1p per share (as per house brokers present forecasts) would place it around 23. But theres plenty more growth to be added in if the board goes for acquisitions as previously stated.

I would think with its future potential at standstill now a high P/E of around 28 to 30 is justified, so on that basis we still have more room for capital appreciation and an increase in share price.

cheers GF.

A post on another board indicates that DGM have recruited a new Sales Director from YAHOO starting on March 1st.

I cannot vouch for the acuracy of this - just relaying what is being discussed!!!

Anyone heard anything on this? Seems a very positive appointment.

Cheers.

Not heard anything but certainly would be good news if confirmed.

cheers GF.

Very tight spread today, and that does sound like good news. What do we think on those 2 x 250k trades are they both buys? Price is holding up well.

Not sure Ted on the transactions. Sometimes they get them in the wrong column. Have noted the tight spread, wish it was the same alround. A dull day for me after 10 days of bedlum.

cheers GF

stuartth1309

A rumour.


More importantly is the instis backing which seems to be offsetting what should be an obvious retracement.

stuartth1309

A rumour.


More importantly is the instis backing which seems to be offsetting what should be an obvious retracement.

buy 22.8 - sell 22.7 how tight is that! this means all 22.8 are buys then buys outweight sells today.

And the price is staying stable.

cheers GF.

I checked new appointment with my friend who works at Yahoo in Marketing. She confirmed. Gave me name of chap. Not so important news though.

Buyers coming back in looks like a few short termers are out this morning, good.

cheers GF.

May top up at this point GF, but just waiting to see how much support we have.

Well the price is getting better although not back at evens.

cheers GF.

Could get another tick up today.

This could account for some of the recent drop in price.

Deal Group Media PLC
09 February 2005


9 February 2005



Deal Group Media plc ('the Company')

Holding in Company


The Company received notification on 8 February 2005 from Marshall Wace LLP that
The Eureka Interactive Fund Limited no longer holds a notifiable interest in the
issued share capital of the Company.

Enquiries:

Jonathan Lines

Deal Group Media plc 020 7691 1880


This information is provided by RNS
The company news service from the London Stock Exchange

Looks like we are on the way back up again.

Yup moving on up now.

cheers GF.

Finally bought into this stock, although I seem to have been watching it rise for about 3 months. Just hope I haven't missed too much of the party!

rgrds
gk

Shares mag may have some news on it thursday morning.

cheers GF.

GF. Did you get into Stanelco over the past few months? Its been an amazing performer, tripling in 3 months, beating even DGM. It only came to my attention about a month ago and I am always dubious about coming late to stocks that have doubled in such a short space of time. Just wondered if you had been lucky enough to get in. It was tipped again in Shares mag today.

Hi chad, last week out of that 50% shares mag portfolio stanelco stood out as the best pick. I was rather impressed.

Anyway nice to see DGM moving up slowly but surely.

cheers GF.

For those who were asking last month (re Malcolm Stacey monthly interview) when the next interview was taking place, its tonight guys.

Below is the breakdown of Malc's four companies referred to (not named!) on 12th January 2005 when interviewed on BBC Radio South. Malc's original 1,000 investment (250 in each), would today be worth 1,245.73 which is a 24.6% profit in just under a month. Not bad!

Malcolm will be interviewed again tonight on the same programme to review his picks.

Deal Group Media PLC (DGM.L)
Purchase price (12/01/05) = 15.25p
Price now (10/02/05) = 23p
No. of shares purchased for 250 = 1,639
Value now = 376.97
Percentage Gain = 50.8%

Invensys PLC (ISYS.L)
Purchase price (12/01/05) = 18.00p
Price now (10/02/05) = 20.5p
No. of shares purchased for 250 = 1,388
Value now = 284.54
Percentage Gain = 13.9%

New Millennium Resources PLC (NML.L)
Purchase price (12/01/05) = 4.75p
Price now (10/02/05) = 5.125p
No. of shares purchased for 250 = 5,263
Value now = 269.72
Percentage Gain = 7.9%

Straight Group PLC (STT.L)
Purchase price (12/01/05) = 147.00p
Price now (10/02/05) = 185p
No. of shares purchased for 250 = 170
Value now = 314.50
Percentage Gain = 25.9%

Total Valuation:
Initial Investment = 1,000
Now Worth = 1,245.73
Total Percentage Gain = 24.6%

For info.


cheers GF.

Hopefully Malcom Staceys interview should push a few more buyers the way of this one.

cheers GF.

Dont forget tonight, BBC Radio South.

cheers GF.

What time please, GF?

Just found out it was 8.30pm, anyway theres another one next month and for the rest of the year, where he reviews the same 4 shares progress.

cheers GF.

Off to a flying start.

cheers GF.

Nice to see this break even on the day.

cheers GF.

Looking to a strong start tomorrow.

Same here Hlyeo98, fingers crossed.

cheers GF.

Quiet start for this one.

cheers GF.

Disappointed in DGM at the moment :(

Looked very positive a couple of weeks back and topped up but now thinking that the funds could be better invested elsewhere. For example, MMG in preparation for tomorrows presentations - don't think it can hurt to have more MMG tonight/tomorrow and they have moved off an earlier high to where I think they will finish the day.

Loathed to let go of DGM when I think there is so much potential.

Decisions, decisions ...

Stuart

MMG is a good one to get into stuart. However I would'nt dump DGM. Although it has gone quiet I would hang on in. Get into both if you can, patience will reward you.

LOL

MS

Patience is a virtue. LOL.

cheers GF.

Not normally as impatient but with limited funds and several stocks I'd really like to get into I'm having to consider trade-offs that I really don't want to :(

My main reason for considering reducing on DGM is that it is a while until any significant news is expected. MMG, for example, has potential for some short term action on the back of tomorrows presentation to brokers and over the coming weeks with increased press coverage - looks as though 150p is a cert.

Unless I have missed any news on DGM or have got the date for results wrong ??

I feel there is scope to jump out and back in before the action hots up.

Feel free to comment and tell me I'm insane ;)

Cheers,
Stuart

Right, although I really should be working (but that is just too boring!!), I have spent time manipulating my cash to allow me to get into MMG (in a small way) while retaining DGM. Have put DGM on a bit of a tight stop order with a view to get back in later as I totally expect it to be a huge performer this year.

Sorry for my on-the-board ramblings! Your comments were appreciated.

Cheers,
Stuart

Thats fine stuart. DGM is just marking time at the moment. Im sure we will hear something very soon with the new management team in place.

cheers GF

I agree with GF stuart. You made the right decision. The MM's are experts at getting us to sell that's their job after all. Patience is what it's all about.

LOL

MS

LOLOLOL

Might be of interest to you boys in DGM...

Internet Business Group has lived to fight another day

Published: February 2005
By Joanne Wallen, Associate Editor

Unlike most of the industry we never quite wrote off Internet Business Group; the business that has emerged in results today is both different and stronger than anyone might have guessed, and anyone that has backed Deal Group Media should take a look.

The one-time web designer, e-commerce software provider and new business incubator has, through necessity as much as design, transformed itself into two distinct businesses, one with particularly interesting growth potential.

Having seen a major decline in the number of businesses that wanted to buy its e-commerce software in 2001, Internet Business Group (IBG) decided to turn itself into a specialist web retailer, using its own IT skills and the retail skills of one of its incubator companies, to sell specialist sports gear and goods not otherwise easy to find on the high street.

The company has three major product groups, specialist tennis and squash equipment, table games such as football and pool, and unbranded MP3 players, in other words a Chinese-sourced alternative to the Apple iPod.

This business is now profitable, and contributed to the companys move to operational profitability in 2004. Turnover for the year to October grew to 2.9 million from 2.6 million, with profits before interest, tax, depreciation and amortisation of 58,000 against losses last time of 194,000 and pre-tax losses of just 23,000 against 333,000 last time.

More importantly, broker Hoodless Brennan has forecasts in the market today for the first time, and is looking for turnover to rise to 4.5 million in 2005 and 6.6 million in 2006, with profits of 191,000 and 729,000 respectively and earnings per share of 0.3p rising to 1.2p.

After an early surge the shares dipped a penny to 14p.

According to chief executive Maziar Darvish, IBGs competitive advantage in the retailing business lies in the strength of its back-end technology systems, which enable it to bring the cost per transaction right down by automating as much of the order to fulfilment process as possible. This enables the company either to sell at the same price as competitors but make better margins, or to pass on its savings to customers thereby undercutting the competition.

There are plans to grow this business by introducing new, complementary lines such as squash equipment.

However the real excitement is around IBGs performance-related advertising business, AffiliateFuture.com. This business is basically exactly the same in concept to that of publicly-listed Deal Group Media , a Citywire tip. Darvish says IBG had already got its affiliate network up and running before Deal Group entered the business through acquisition.

The company has a network of approaching 400 customers and several thousand internet-based publishers or owners of websites with advertising space to sell. IBG acts as the principal in a deal that sees the advertiser pay only on actual business booked online or leads generated via the IBG publisher. IBG takes a fixed margin fee on the deal and passes the rest on to the publisher. For example, Virgin Airlines is a customer.

Cheapflights is a publisher that directs customers through to the Virgin website to book flights. Virgin will pay, say 13 per customer generated, of which Cheapflights gets 10 and IBG gets 3. IBG can track each lead generated, and has a 30-day window, during which the customer, even if he or she does not book the flight immediately, is deemed to have come through the affiliate network. So if within 30 days the customer returns directly to Virgin to book the flight, having first done his research on Cheapflights, IBG can track this (provided the same computer is used both times) and charges Virgin on behalf of Cheapflights.

Darvish says the business is highly scalable and very automated. The growth potential is very large, he says, because firstly, online advertising growing strongly and yet still represents only around 3%-3.5% of the advertising cake. Secondly, performance-related advertising within that is probably outgrowing the market, and at some point could well become the de-facto standard for Internet advertising.

Maziar reckons there are strong barriers to entry not only because of the sophisticated technology, but also because of the chicken and egg situation in building both the customer and the publisher network. This business represented 60% of revenues last year and is likely to grow far faster than the e-commerce business over the next few years. Ultimately, the e-commerce business could be sold off, or the model changed to licensing the technology to other retailers, but for now Maziar is happy that it is generating profits.

As to the advertising business, Maziar accepts that the UK business cannot keep growing at the 200-300% a year level it has been doing so far, and for this reason he is making forays into Europe, specifically France and the Netherlands, as well as the US.

Having gone from a 20-man band in 1999 to a peak of around 76 people in 2000, IBG is now back to around 25 people, and Maziar reckons it does not need to grow this significantly to achieve his ambitious growth plans due to the amount of automation inherent in the business.

The company has cleaned up its balance sheet, has no debt and has been self-funding since it floated in 2000, raising 3.8 million net of costs.

Shares are currently down 1p at 14p, valuing the business at less than 10 million.

Citywire Verdict:
If Hoodless Brennan is to be believed, the price to earnings ratio on these shares drops to just 11.6 times 2006 earnings.

With a market cap of less than 1 million, it is clear that the City has written IBG off and forgotten it even still exists. But in April 2001, having exclusively revealed an internal email that showed just how bad things had got at the company, and with shares at just 4.5p, we did say: It is likely that in a reduced form, the company will manage to stay in business.

Well it is definitely still in business, and not in a reduced form but in a very different form, and it is all power to the tenacity and vision of the management.

It is by no means certain that the company will achieve its growth ambitions, but having overcome so much hardship to date, there is every reason to believe that it might.

Worth a punt for the high risk lover.http://www.citywire.co.uk/News/NewsArticlePrint.aspx?VersionID=72057

The problem with the above company is that it as to many fingers in too many pies. Its balance sheet aswell is no where near as strong as DGM who are going after growth acquisitions.

I beleive Internet busines Group is turning itself around, but the fact is its tiny compared to DGM on the actual online advertising front.

DGM by sticking to its core business will outstrip any competition.

cheers GF. Ps, that doesnt mean I wouldnt rule out investing in Internet Business Group.

Any pull backs give a chance to new investors or topper uppers of this stock, now on a P/E of 22.

cheers GF

goldfinger,

I agree that DGM certainly has the edge on IBG at the mo, been in and out of both shares over the last few months. Both sp has rocketed and news from either company can have an effect on each others sp, so might be one you wanna stick on your watch list. Also i believe IBG are looking to expand into other countries so plenty of scope for growth.

Good luck to all holders and thanks for the insightful posts

IBG on the watch list, but its seeing early profit taking and as moved down.

On the other hand DGM all buys so far, Nice.

cheers GF.

Watched this one for a number of months, nearly bought at 10p December time, but topped up on NLR instead. Now just taken some profit on NLR . Now thinking of taking a holding in DGM. Can someone help me, is all the price factored into this one or is there still significant upside here? I think March figures will be good, is this the next jump? Help appreciated.

Hi UGEZ,

I cant see the company having put a new team and high profile board members together not moving forward from here. The management have said that they are on the look out for highly rated acquisitions and wont just buy any mediocre outfits.

cheers GF.

Been a few people asking me if its time to take profits here and I have said no as for reasons I outline above and also we should have a good run up to the results that arent that far off now. If you must take profits why not just take a wedge of the top?. Dont forget it will cost you a lot to get back in.

cheers GF.

Well I dipped my toe in today. I will see where this goes over next 3 months before commiting more funds.

Welcome aboard ugez.

cheers GF.

I am going to rename my portfolio Swings and Roundabouts. Having watched in depair as SEO and BPRG go south I see now that DGM is now heading north. Long may it continue.

B2B

yup, its a nice feeling to see it on the up again.

cheers GF.

Especially good news IMHO when you get the 5% rise on the back of NO news

Looking good again, interested to see if we can break the 24p barrier!

small piece in Shares mag today

Any chance of posting the details from the shares mag coverage?

Nice to see it up. Its still my pick for the year and you caN all put the boot in.

Lets see whos right or wrong.

cheers GF.

>> Shmag just makes the point that the internet now attracts 3.4% of total advertising spend in the UK, after a 52% year on year increase in 2004. Of this the fastest growth area is search engine marketing which accounts for 32% of online ad spend. DGM and IBG are the two companies in this area mentioned as buys.

rgrds
gk

Thanks gallick, I was busy last night and only had paper mag. I was going to type article later today!

Smokin today !!!

Back to form.

cheers GF.

Topped up yesterday.

MS

Looking very strong.

cheers GF.

gf, who would put the boot in, you don't appear to get many wrong. Bought in at 19.25p a few weeks ago and very happy. Did you get in on SEO which was one of my of three tips on your tips for 2005 thread, the others being MMG/IDS?
I have discarded my only "dog-share" this week (buried amongst a good run), any recommendations? thought about CBF but hadn't kept up recently, drat!!
Anyway, this is about DGM and it is strongly positioned to take advantage of the cultural switch to on-line purchasing and therefore online advertising.

Great news as on-line purchasing is peaking every month

Hp andy, no drat I missed SEO but felt it to be the strongest tip on that Shares list. Will have to wait and see.

cheers GF.

Thought this one had held up very well yesterday compared with all my other red shares so decided to add some more to the pot. So far so good. Anyone got any new news about DGM?

Cheers

B2B

Shares mag 'Play of the week' early November. They 'Chris Bourke' reckond these would double within 6 months. At that time the price was 10.37p so he's well ahead of his play. Read Shares 4-10 Nov issue 45 tells you all about them.

MS

Many thanks for that MS. Will do.

B2B

DGM featured favourably in this week's Shares Mag.

as did IBG :O)

I came in on this at 11p and am amazed at the speed it has risen. Shares Mag gives a small write-up, again favourable, commenting that Turnover in Q4 for the current year is up 232% v. last year. I'm hanging in longer - it seems there is no negative news on this and it's closer to results, so I don't think it warrants a sell, IMHO. Having said that there were some big "sells" today of 500,000 x2 (I appreciate there may be a margin of error in there). Good luck to all holding.....

On-line advertising growing as very fast rate, plently more to come from DGM. If all goes to plan I'll take my stake out at 40p and sit back and watch what happens to the rest. Companies with the right product at the start of culture changes should do well.

Hang in there guys, If I can at an entry point of just over 6p I am sure you can. Remember new top brass on board, money to spend, and a fantastic growth area. The results not far off will give us the chance to see this one far cheaper and new investors flocking in.

cheers GF.

Do you mean this will make it look cheap GF, or it will fall on results?

No im basicaly saying the growth in earnings per share will bring down the P/E and the forward P/E.

cheers GF.

andysmith

you hit it right on the nail with your comments regarding culture change. Saw martin sorrell of WPP being interviewed this morning about the challenges facing them and he mentioned on-line ads on and the need for WPP to adapt to changing needs. The message is obviously sinking in even among the big boys.

Could make DGM a bid target. Always thought that they might be.

cheers GF.

GF

Who do you think would make a move on them.?

MS

Any of the big ad companies - WPP, Aegis or the French one , Havas (?). If your clients are losing share by sticking with conventional but declining media such as newpapers or TV ads then you have got to offer something else.

Im with Jim here but I think WPP will have their eyes on DGM.

cheers GF.

1 million sell after hours?!?!

Hope it goes up further tomorrow

Thats a new high for the year surely?.

cheers GF

results out march 29th.

ugez009

Any idea what they might look like.


MS

Press Release 20 January 2005:


"Trading conditions for the year ended 31 December 2004 continued to be very

strong and the Board expects the Preliminary Results to be in line with the

uplifted market expectations as stated in the second quarter of 2004.

Trading for the last quarter reflected a growing demand among Christmas shoppers

to buy online with Group turnover increasing to 4.45 million for Q4 2004

representing 232 per cent. of the equivalent period for 2003."



I think management comments on future trading environment in 05 will be important if we want to see a good sp increase following results.

Any reason for the drop today or just a correction?

I am thinking just profit taking, I am not aware of any news that is affecting SP. Could be an opportunity to top up. I am hanging on into the results come out at end of month.

Just profit taking guys.

cheers GF.

A bit disturbing that it has broken through 20DMA. Unless there is a bounce tomorrow/ soon I think I may head for the exit for the time being.

rgrds
gk

What when result are coming up?
cheers GF.

gallick

if you want to use mumbo jumbo to exit, that's fine. I prefer to look at the company and its longer term potential and in that respect DGM has a lot more to offer.

Morning folks,

What do you regard as a good support level for this, I have a spreadbet and I would definitely like to keep my position open, but the sp is nuzzling quite cosily upto my stoploss .. 19p safe enough?

Gf, what is happening here then???

A few holders getting impatient and bailing out, nothing more. Once we get the results I think we will see further upward momentum.

cheers GF.

I wonder if there is something going on behind the scenes and in a few days they announce a major aquisition which might cause dilution in the sp for a while. I love DGM and think they have a huge distance to go - However these co's are aquisitive and the recent movement maybe more than profit taking. Why take profits now? Next 3-5 days may have more news for us...

I do hope you're wrong Poverty, I don't need a repeat of Yoomedia!!
Having got in at 19p it's looking a little worrying now having looked so good last week!!

If anything is going on it's more likely to be a take over.

Deciding whether or hold or sell at small profit and see what happens?

I think DGM are a good hold unless there is something kicking off next week - but who knows. I am going to hang on. I think DGM are in takeover mood rather than being taken over - but there again - who knows!

POOMedia - Yes I still have the scars on my wallet!!

what's up with you people - a small drop in price and the panick sets in. Look at what DGM offers - it has only just started and the big boys are yet to take real notice. I have said before that I think DGM will be taken over in the medium term. We'll see what happens (if anything ) next week. More likely the drop is due to the MMs being short of stock and trying to shake some free. There will be a time to sell DGM, but not yet.

Jim, agreed but in the past I've thought tricks by mm's and ended up in a loss situation having been in profit. Have to admit to getting out this afternoon with only 11% profit. Reason, I'm away on business early next week and two more days like the last one and I'd be red. Took my profit and can buy in again when it settles. Last year I kept taking losses on the chin and ended up with a portfolio 10% down, not this year though and 80% up and thats the way I like to keep it. I hope mm's still short next week, drop it further and then the rise that gives me confidence to get back in again and make more profits with DGM.If I had been in at 10-15p I'd be more relaxed but this did have a big rise before I got in at 19.25p.

LOL, please sell by all means and the more the better, it gives me an opportunity to load up on the cheap again. Now if I was a person of ill repute etc, I could add to the rumours and really get them very cheap. Jims right you know, but if you want to sell please do, I will take the slack up lovingly.

cheers GF.

Please go on guys knock them down to 18p or less, please make my year.

gf, took my profit on this one and admit I may have been hasty but if people are profit taking ahead of results combined with mm's playing tricks it could go back into the teens and I will buy again. For once I've taken a gamble of locking in profits with the hope of buying even more if it falls again next week. Might have called it wrong, the chance you take I suppose. I still think you're right and this will be a money spinner.

DGM will rise rather than fall

andysmith

like you i have no problems taking short term gains when appropriate. Its just that I think that with DGM (and the whole digital media advertising bit)the story is just starting. Part of the problem is lack of decent news flow and we need a good positive update.

jim, totally agree and the cash is there waiting to be re-invested. Another 2-3 weeks before results? So many times I've had these small companies, sat and watched them fall after meteoric rise and then once in a loss position don't buy to average down but wait for the rise again which sometimes doesn't happen.
I too believe this will bounce and fly but I've taken the gamble this time of taking profits, hoping for a continued fall next week and buying in again but with more at a lower price. Big gamble I know but I was in that kind of mood!!!

Im staying put and firm.

cheers GF. Lets wait for the results.

Deal Group Media PLC
07 March 2005

7 March 2005



Deal Group Media plc

Issue of equity



Deal Group Media plc announces that it has applied to the London Stock Exchange
for admission to trading on AIM of 966,041 new ordinary shares of 1 pence each
('New Ordinary Shares'). The New Ordinary Shares will rank pari passu with the
existing shares in issue, and it is expected that admission will become
effective on 10 March 2005.


The 996,041 New Ordinary Shares are being issued following the exercise of
options by employees as follows:


550,000 New Ordinary Shares at an exercise price of 3.565 pence
201,041 New Ordinary Shares at an exercise price of 1.2468 pence
100,000 New Ordinary Shares at an exercise price of 6.63 pence
60,000 New Ordinary Shares at an exercise price of 3.80 pence
30,000 New Ordinary Shares at an exercise price of 5.10 pence
25,000 New Ordinary Shares at an exercise price of 6.50 pence





END



Enquiries:

Andrew Dickson, Chief Financial Officer
Deal Group Media plc
020 7691 1880


This information is provided by RNS
The company news service from the London Stock Exchange

GF, what effect do you think this might have on the SP

Nothing really, small dilution of shares, results not far away now.

cheers GF.

GF

Do you know the date the results are out.

MS

Last year they were 21st of April. No date out so far.

cheers GF.

The company say "mid-March" but a poster on a d f nv says 29 March.

From ADVFN. May account for drop today.

10 March 2005

dealgroupmedia launches new service offer with rebrand to dgm

dealgroupmedia, the full service online marketing group, today launches a new service offering with the rebrand of the company as 'dgm.'

The rebrand re-inforces dgm services that focus on three of the biggest growth areas in online marketing: search engine marketing, online advertising and affiliate marketing. The services will be marketed through the newly branded dgmSearchLab, dgmAdNetwork and dgmPerformance network.

The strategy reflects the company's ability to offer clients teams of specialist online marketers in each of the areas vital to a successful online marketing strategy. Clients will now enjoy increased, targeted resources, while the dgm business benefits from an even stronger focus on the growth sectors in online marketing.

The rebrand follows a Q4 2004 period when half of the UK population shopped online and internet retail sales outperformed high street retail with a 20% rise in November and December 2004 year on year (Interactive Advertising Bureau). dgm's performance even outstripped this with a doubling of final quarter turnover from 1.88m in 2003 to 4.45m in 2004.

dgm's growth comes in a climate of increased online customer usage and on the back of a host of new client acquisitions including Oxfam, Standard Life Healthcare, Alliance & Leicester and ING Direct.

Jonathan Lines, Chief Marketing Officer of dgm said:

"dgm is famous for its market leading position in affiliate marketing. What most people don't know is that most of our 250 clients benefit from a range of dgm's services in search, online advertising and affiliate marketing. This is a new dgm, once an expert in one sector, now a specialist in three complimentary areas of online marketing.

"It is fantastic that dgm outstripped the market's growth during the Christmas season. These figures have been achieved by improving the Company's sales mix and consistently driving terrific ROI for our clients. The change to dgm will re-inforce this strategy."


MS

Nice one Mickey was getting twitchey again!

I still am a bit. It would appear the markets don't like the news. Or are they using it to drive down and shake out?

MS

Time to move on Mickey? LOL

Maybe. I'll wait untill the lead up to the results, then I'll decide.

MS

when are the results due

From an early post.

The company say "mid-March" but a poster on a d f nv says 29 March.

Last year GF said the were out end of April.

MS

I wouldnt worry over the short term weakness, several reports on other boards about results containing good news, who can say as I never really beleive in anything until its in writing.

cheers GF. PS forgot aswell Malcolm Stacey to do his radio piece on these before results on radio BBC south.

Given the positive tone of the update towards the end of January I can't believe that the results will contain anything other than good news. I expect any surprises to be on the upside.

Press Release 14 March 2005




Deal Group Media plc


Preliminary Results - Tuesday 29 March 2004

Deal Group Media plc, the full service online marketing group, will announce its
Preliminary Results for the year ended 31 December 2004 on Tuesday 29 March
2005.


An analyst meeting will be held at Abchurch Communications Limited, 5th Floor,
100 Cannon Street, EC4N 6EU at 9:30 am on 29 March 2005.



- Ends -


cheers GF.

we may start to see some buying now, on the run in to the results.

good volume building and lots of buys

Yes its nice to see these getting strength back Jim.

cheers GF.

Surprised not to see anymore action on this one as results are out on tuesday, any thoughts/expectations on these GF?

I sold yesterday and got into MMG. What a good move that was.

MS

Press Release 29 March 2005


Deal Group Media plc

('Deal Group Media' or 'the Group')

Final Results

Deal Group Media plc, the online marketing group whose activities include
performance-based advertising and search engine marketing, today announces its
Final Results for the year ended 31 December 2004.

Highlights

Turnover increased to 14,802,000 (9 months in 2003: 2,965,000)
EBITDA increased to 1,652,000 (9 months in 2003: Loss 926,000)
Pre-tax profit up to 219,000 (9 months in 2003: Loss 1,832,000)
Diluted earnings per share up to 0.50p (9 months in 2003: Diluted loss per
share of 1.15p)
300,000 invested in reporting systems and technology in last quarter of
2004 in anticipation of future growth

Commenting on the results, Adrian Moss, Chief Executive, said: 'The Group
underwent a complete transformation from 2003 to 2004, from being loss making to
a profitable Group with three distinct products sold through the UK trading name
'dgm'. Our expansion has been fuelled by significant growth in the online
marketing sector, that in turn has been driven by broadband penetration and an
increased consumers' propensity to spend online. The outlook for the Group
continues to be extremely positive.'

From the following, the overall results hide the degree of profitability within the company!

On an EBITDA basis, the Group generated 1,652,000 in 2004 (9 months in 2003:
Loss 926,000). The Group generated operating cash flow of 1,450,000 which led
to an overall increase in cash during the year of 1,376,000.

Performance in the final quarter of 2004 when compared to that of 2003 on a like
for like basis shows that turnover has increased 170% and the Group has moved
from an operating loss of 662,000 to an operating profit of 965,000 for that
period.

Excelent results. Looking forward to Broker upgrades.

cheers GF.

Broker upgrades should be very positive given the growth in all areas, especially the cash flow figures and the fact that the company is net cash positive. I wonder what the forward profit expectations will be given the results. Does anyone know if there are any broker presentations today?

Not sure LO, might be worth a look on their site.

cheers GF.

According to DGM's "notice of results" issued on 14 March there was an analysts meeting held this morning at 0930. I am sure we'll see some very positive comment during the next few weeks.

Can't really believe that given the results that DGM stayed neutral, until you look at the indices, AIM down nearly 1.7%! This is starting to hurt even the best companies and it's painful!

Recommended in Citywire today.

Cheers Madison

DURLACHER LIMITED
Moorgate Hall, 155 Moorgate
London EC2M 6XB

DEAL GROUP MEDIA DGM
MARKET AIM
52-WEEK HIGH/LOW 24.75p/6.0p
MARKET CAPITALISATION 81.0m
SHARES IN ISSUE 372.5m
NET DEBT / CASH 2.7m
GEARING n/a
INTEREST COVER n/a
ROCE 36%

ANALYST
Nick Ward 020 7458 5504 nick.ward@durlacher.com
Miranda Carr 020 7459 3675 miranda.carr@durlacher.com
SALES 020 7458 5537


Deal Group Media
Final Results
KEY DATA
Year End Dec (000) 12/03A 12/04A 12/05E 12/06E
Turnover 2,965 14,884 25,580 38,370
Gross Profit 927 5,757 8,546 12,819
EBITDA (926) 1,652 3,436 7,457
Operating profit (1,045) 1,369 3,136 7,144
Adjusted PBT (1,067) 1,368 3,134 7,144
Taxation 0 (547)* (940) (2,143)
EPS (p) (0.7) 0.2 0.6 1.3
PER (x) n/a 94.9 36.9 16.2
EV/EBITDA (x) n/a 45.0 21.6 10.0
Yield (%)
Durlacher is nominated adviser and broker to Deal Group Media
*Notional tax charge of 30% applied – the P&L shows a deferred tax credit of 1.7m
Expectations met, further high growth to
come…
„ DGM’s final results show a pre-tax figure of 1.37m and earnings of
0.2p on a normalised tax charge of 30%, ahead of our April 2004
pre-tax estimate of 1.34m.
„ Our original estimates do not reflect a 300K investment in staff
and software in Q4 2004.
„ Internet advertising grew 76% H1 2004 and, according to
ZenithOptimedia estimates, 84% for the full year. DGM’s core
business more than matched this with 117% growth in gross profit
at its dgmPerformance division.
„ UK internet adspend has, according to ZenithOptimedia, more than
doubled from 2.2% to around 5% since the note we published in
April 2004. This remains well behind average weekly media time of
around 12% devoted to the internet in connected homes.
„ DGM has beefed up its management team with the appointment of
Andrew Dickson as Finance Director and Andrew Stone as non-exec
chairman.
„ The sales team was expanded as part of the Q4 2004 investment
which we expect to benefit 2005.
„ We expect DGM to continue to reflect the high growth of the online
marketing space.
„ The management has made clear its intention to seek earnings
enhancing acquisitions in Europe.
„ On 16X prospective 2006 profits and with, according to our
estimates, the business more than doubling at the EBITDA and PTP
level in 2005 and 2006, DGM remains undervalued.


Citywire

Tip Update: Deal Group set for a sparkling year

Published: March 2005
By Joanne Wallen, Associate Editor

Citywire tip Deal Group Media could have done even better last year were it not gearing up for substantial growth this year.

The performance-related internet advertising group beat upwardly-revised forecasts for the year to December even after expensing some 300,000 of IT investment in the fourth quarter, which chief executive Adrian Moss said was ‘to prepare for growth in 2005’.

Shares are up 0.5p at 22.25p, valuing the business at 82.5 million. We tipped them in December 2003 at just 3.625p.

Figures for last year reflect a very different company to the one reporting in 2003 (prior to the reverse takeover of The Deal Group by IBNet), so comparisons are not particularly helpful. Nevertheless turnover for the year to December was 14.8 million up from 2.9 million for nine months in 2003. Ebitda (earnings before interest, tax, depreciation and amortisation) was 1.7 million against losses of 926,000 in the previous nine months and pre-tax profit was 219,000 against losses of 1.8 million. Earnings per share were 0.5p.

Moss told Citywire that the company has ‘done lots of work for 05/06’, including putting in a new senior management team. This includes the appointment of Lord Stone of Blackheath (Andrew Stone), a former joint managing director of Marks & Spencer as chairman, Andrew Dickson as finance director, Mark Hopwood as chief technical officer, and Jonathan Lines as chief marketing officer.

The company has also increased its sales force three-fold, led by the former head of agency sales at Yahoo.

Around 90% of Deal Group’s business currently comes from its dgmperformance service, which enables advertisers to pay only on results. Deal Group has a network of several thousand small online media owners and entrepreneurs, and its technology enables the tracking of exactly where an online purchase, or other predetermined action such as requesting a quotation or brochure, has come from. Advertisers pay only on results, and Deal Group receives a revenue share from the advertisers for every action that is taken.

However the company also offers two other services, which is what Moss claims makes it unique, and it hopes to drive growth by cross-selling these other services to advertisers as well as from the generally increasing spend on internet advertising.

The other two services are dgmAdNetwork and dgmSearchLab. AdNetwork offers low cost advertising on a variety of large portals and content websites. dgm acquires inventory at a low cost from various media owners which is bundled and sold to advertisers at a discounted rate. Although most of these larger portals require money up front, Deal Group can still track actions taken and therefore help customers work out where they are getting their best return on advertising investment.

SearchLab, focuses on two areas of search engine marketing. The first is the fine tuning of clients' websites to allow superior listings on search engines. Revenues are based on fixed fees and on improved listings on search engines.

The second area involves the management of clients 'pay for performance' search
engine campaigns. Deal Group bids on behalf of advertisers for listings on specific 'keyword' search terms. The advertiser is listed as a 'Sponsored Link'. Deal Group gets its revenue from fees for the management of campaigns and commission from the search engines on the media spend.

Customers such as Amex, Dialaphone and Comet already take all three services, and the aim is to entice customers in with the performance service and then cross sell the two additional services.

The online advertising market has been very strong in the past year and now accounts of 2.4% of total advertising spend. The company says this is fuelled by the increase in online consumer spending (forecast by IMRG and Forrester to grow from 28 billion in 2004 to 72 billion in 2007) and the penetration of broadband.

Moss believes that performance-based advertising offering the greatest return on investment for advertisers, is the way forward for all internet advertising, which lends itself so well to the tracking of actual results.

House broker Durlacher said today that with the shares on a prospective price to earnings ratio of 16 times 2006 profits ‘and with, according to our estimates, the business more than doubling at the ebitda and ptp [pre-tax profit] level in 2005 and 2006, DGM remains undervalued.’

Citywire Verdict:

The company has the bit between its teeth now and seems set for a strong few years ahead.

Internet advertising is the ideal medium for offering advertisers fees based on results, and this form of payment is likely to become ever more popular, particularly for smaller web sites with lower traffic or no track record. Deal Group is very well placed to benefit from the general growth expected in online advertising. Worth continuing to accumulate.

A red day in general, but a horrible day today for DGM. -7% as I write this.

Can anyone suggest a reason that it is taken such a hit today?

Cheers,
Stuart

People are selling their stock to pile into diamond miners, NML and CDG

I think smallcaps are taking a battering today Stuart. I'm in DGM and the future is rosey, however for the immediate time being it'll probably yoyo the 19-25p level in psynch with the market.

Agree that the future seems rosy - information posted above provides encouragement each time I read it!

Just wondered though if I was missing some news item or some rumour as although small caps are getting it today, 8% seems significant.

Cheers for response.

Not that I've heard, IC rated them as fairly priced on Friday which may cause some slip in the SP, other than that I can't see much to worry about for the time being I expect it will recover. All IMO DYOR

Given the results, the drop is quite exasperating as they were really good and even the brokers note puts them as a buy, I guess this is just the traders moving out but it leaves them as oversold at the moment, IMO!

Some very large buys going through today, including MM and B trades. Should see another tick up by close. Looking positive today for DGM.

Yes certainly looks back on track.

cheers GF.

Hope the below makes sense, I always read a mid price trade at a specified time as a buy unless the share is rising very fast so my guess is that someone has just built up a fair size stake this morning for approximately 400k, not peanuts by any chance!

07/04/05 08:50 21.0 1,100,000 O 20.75 21.25 ? 1,550,000
07/04/05 09:25 21.0 500,000 O 20.75 21.25 ? 1,282,440
07/04/05 08:51 21.0 500,000 O 20.75 21.25 ? 1,236,541
07/04/05 09:19 21.0 250,000 B 20.75 21.0 Buy 1,015,195
07/04/05 08:58 20.875 250,000 T 20.75 21.0 ? 560,395

Shares has written a plays update indicating that it belives that DGM is undervalued based on a prospective PE of 16 and the house brokers (Durlacher) forecasting business more than doubling at EBITDA and pre-tax profit levels in 05 and 06.

Makes a good read on a Friday.

Cheers,
Stuart

dgm sp up for the fifth day running NICE

DGM will be a share to buy. Will reach 30p by June.

Looking good guys, NICE.

Hey stop knicking my catchphrase LOL. NICE.

cheers GF.

gf do you still follow CRA?

Hi All,

Can anyone attend the meetings? I am quite new to this board, but like to dabble
in shares. I seem to pick good shares, but have not quite got the knack of gettign out at the right time. possibly due to work commitments so can not watch the shares.

I would like to come a long to the next meeting, as I do find this board is very good compared to others.

Colly

049, yes I do and its moved up nicely of late.

I have three portfolios, long term, medium term where Corac is now and my traders. I tend to concentrate on the traders to give them a push. My appologies for not going for the others, but please keep the board informed and I will help.

cheers GF.

I see that Yahoo have announced a big rise in profits due to "a surge in on-line advertising". Good news for DGM.

Yes certainly had a knock on effect.

cheers GF.

GF do you still hold these? I got out a while ago when they started to drift and can't make up my mind if it's worth getting in again.

MS

Yup still in with my original tranches. Not commited to making any other purchases yet until we get an acquisition or two to push up EPS. Management say they are commited to taking on board quality players. Fairly priced at the moment but no room for any slip ups.

cheers GF.

O.K. thanks for that GF.

MS

Good start for this one MS.

cheers GF.

Yet another company (Google) reporting sharply higher profits driven by a surge in "targeted on-line advertising".

Good morning all. What a lovely start to the day .... inside and outside. DGM up over 8%. Keep it going.

Cheers

B2B

Any idea why the spike in SP ? Can't find any tips or articles to account for it.

Something good is brewing...

Yes nice to see this one looking strong again. Just wish we could get a bolt on deal to lower the P/E.

cheers Gf.

Over 10 million trades so far today , 9 to 1 in favour of buys, some of them very big ones, one 5 million plus and the other over 3.Is there something going on that we don't know about ?

Took my profits a while back--now I wish I had some spare cash to get back in!!

If you go into the individual buys it looks like an institution as been buying since yesterday afternoon.

cheers GF.

All - I don't normally read this thread but I noticed the activity this week.

I haven't had chance to pull it off the web but when I departed the Eurostar last night I picked up a copy of the European version of the FT - sadly only the Companies and Markets sections though as Deal Group Media was referenced within the "Fund Management" supplement. I'm sure someone will be able to get hold of this off the web and will no doubt shed some light on the recent buys!!! I hope this helps!!! If it is good news keep me posted and I might be back in with you all!

Cheers

It has all gone a little quiet here has anyone any views on what is happening. Did gingerjimmo find the article in the FT?

sjtee, recent speculation, albiet in The Guardian, suggests a takeover bid going on in the background. Its not much but here is the clip from Thursday's paper:
'some traders reckon IBG coud be a takeover target for rival Deal Group Media, 1p higher at 21.75p.'

tau thanks for info. Sorry for seemingly ignoring you having trouble with on line access

After a quiet period, significant increase in volume over the past few days.

Could this be due to the IBG speculation? Any other explanation?

Cheers.
Stuart

Any reasons for DGM going the wrong way in recent days?

Interesting to see the speculation in the guardian that DGM will take-over IBG. As far as I'm aware these are the only companies on the LSE that are in the affiliate marketing business. Looking at the IBG board on the other site and saw that there is a nice write-up on the business. I wonder if the share price of DGM is going down in anticipation of a take-over (price usually drops when a company is about to take another one over, only to rise once the deal is done and positive results are seen). Is it time to take a dabble in IBG, or stock-up on DGM, or both?



"the analyst - 12 Jul'05
WH-Ireland initiate coverage with a BUY note:
http://www.ibg.co.uk/Investors/Research/IBG15june05.pdf
Hoodless Brennan forecast strong growth:
http://www.ibg.co.uk/Investors/IBG%20Research%20Note.pdf

Internet Business Group (IBG) has three divisions:

1 - Online Advertising
IBGs main business, Affiliatefuture, a rapidly expanding and profitable performance-based affiliate advertising network. Affiliatefuture bring together merchants (e-commerce sites) with affiliates (web site owners that display banner ads for the e-commerce sites), earning revenue from taking a percentage of all sales made after a customer clicks through a banner advert. Revenues for affiliatefuture during H1 2005 were 1.5m, up 250% over H1 2004.

2 - E-commerce
IBGs e-commerce sites are sweatband.com, gadgethub.co.uk and mp3playerdeals.co.uk. The e-commerce division has recently shown an increase in sales and profit, reaching record turnover levels in H1 05 at 906k, up 45% on the comparable period of 2004.

3 - Web Hosting and Services
Once central to overall business, web hosting and services are no longer a main focus for IBG.

The rapid growth of Affiliatefuture has been evident for some time in terms of clients. The network has a strong reputation in the field. This performance is now being realised in terms of both revenue and profit. Increase in revenues at Affiliatefuture comes from compound growth due to: 1/the general overall increase in e-commerce spending, 2/growth in number of new merchants within the network and 3/the increase in numbers of affiliates advertising the e-commerce sites. Growth of clients has risen remarkably from a few in 2002, to 200 in 2003, 350 in 2004 and currently over 440 clients. Of particular note is the expansion into the US that is gaining momentum with 5-10 new merchants being added each month. Importantly, the costs associated with this oversees expansion are very low. The company predicts it will take 2 years to build up the US to levels on par with their current UK offering. Affiliatefuture are also expanding into mainland Europe and this expansion should help contribute to maintaining the rapid increase in revenue currently being observed:

Growth in revenue at Affiliatefuture:
H1/03 - 60k
H2/03 - 210k
H1/04 - 420k
H2/04 - 630k
H1/05 - 1,496k

The IBG e-commerce operations made a strong, profitable contribution to H1/05, expanding revenue 45% over last year. Moving forward, the Company is adopting a new strategy of bringing in 'exclusive' products where IBG will be the sole UK distributor, initially through Sweatband.com, where IBG state they already has a substantial customer base.

In terms of profit, IBG became profitable in H1/05. They are forecast to make 171-270k in 2005 and 610-729k in 2006. The overall market is strong, with DGM, the other performance-based affiliate network listed on the LSE, making 580k in 2003 and 1.6m in 2005, with forecast profit of 3.1m in the current year and 7.1m in 2006. The market in e-commerce is also strong. WH-Ireland compare the e-commerce activities to ASC, the online clothing retailer that made 625k in 2004, 1.1m in 2005 and an expected profit of 2.2m in 2006."

IBG would certainly make a good fit for DGM. The on-line market is only in its infancy and we can expect big growth over the next few years as retailers try to target specific groups of people rather than blanket ads such as radio and TV.

Deal Group Media plc

Interim Results - Tuesday 6 September 2005





Deal Group Media plc, the full service online marketing group, will announce its
Unaudited Interim Results for the six months ended 30 June 2005 on Tuesday 6
September 2005.

Aegis, one of the big boys in the ad world is buying Glue one of the smaller online advertisers. IMHO I think we will see more consolodation in this area as the big companies try to bolster their online presence.

Good solid interims, plenty of optimism and confirmation of the sort of growth we can expect in the on-line ad market in coming years. I would expect DGM to start moving again once we get newsflow from them and the media in general during the run up to Christmas.

Does anyone know why DGM is going down and not up after results?

I have the same problem prom. Why the sudden drop?

B2B

A lot of people buy on the run-up to results and then sell - I can't see anything bad in the results, quite the opposite in fact and DGM's busiest months are still ahead. I'm holding.

On a downward slide. Anyone know if it's time to bail out?

Only you can decide that one prom. I got out a while ago.

MS

DGM is sliding downhill fast...sell down to 10p

Investor Chronicle 16 September 2005

Considering the growth prospects in online advertising, and an undemanding rating of 15 for 2006, the shares are good value

I agree les. But it would seem the marker sentiment is not here. Besides not a lot of news coming out.

LOL

MS

21 September 2005
Deal Group Media plc ('the Company')
Holding in Company

The Company received notification today from Fidelity International Limited
that, following a disposal of shares on 20 September 2005, they no longer hold a
notifiable interest in the issued share capital of the Company.

This is likely to be the reason for the fall in the share price.
Hopefull it will now recover.

Deal Group Media PLC
23 September 2005


Press Release 23 September 2005





Deal Group Media plc



('dgm' or 'the Company')



Trading statement





The Company expects that its profit before tax for the year to 31 December 2005
will show no increase on the same period last year and will therefore fall
significantly short of market expectations.



The primary reason for this is that there has been a fundamental change in the
terms of trade with a major long-standing client in response to external factors
within its own industry. This particular client accounted for some 30% of high
margin gross profit. The Company was informed of this change of terms at a
meeting yesterday afternoon, 22 September 2005. The impact is exacerbated by
the seasonality of the client's business which is weighted towards Christmas
sales.



The key change in terms of trade relates to the methodology that the client uses
to recognise a sale introduced by dgm's affiliate network. dgm continues to
trade with the client, albeit on a much reduced basis, and will be less reliant
on any single client for revenues or profit going forward.



Two other issues contributed marginally to the shortfall indicated above. A
supplier of advertising space has decided to market directly to advertisers and,
secondly, the conversion time of new leads to sales across the Company is
slightly behind expectations.



Adrian Moss, Chief Executive, said: 'It is very disappointing to lose revenue
and contribution to profit, but the cause is client specific rather than a flaw
in the overall business model, which remains robust and cash generative.
Excluding this specific revenue loss, sales continue to grow.



'The Company has augmented the management team recently with additional high
calibre executives and the business continues to be driven forward. The
implementation of dgmPro, the Company's new proprietary tracking technology,
remains on target and is an extremely important step forward for the Company.



'We are confident of maintaining our position as the UK's leading online
marketing group in a marketplace that is seeing year-on-year growth.'



- Ends -





For further information, please contact:



Media enquiries:
Abchurch Communications
Ariane Comstive / Julian Bosdet Tel: +44 (0) 20 7398 7700

ariane.comstive@abchurch-group.com

www.abchurch-group.com




Enquiries:
Deal Group Media plc
Adrian Moss, Chief Executive Tel: + 44 (0) 20 7691 1880
Andrew Dickson, Finance Director
www.dealgroupmediaplc.com



Panmure Gordon & Co
Richard Swindells Tel: +44 (0) 20 7459 3600

richard.swindells@panmure.com

www.panmure.com

Now we know what it was all about

As I predicted, it is below 10p now.

The timing of fidelity off-loading their stake seems extremely fishy, the FSA should be looking into that..........I fancy a small flutter on this one this week if it goes down any more I'm in for a bounce!

Although I sold out prior to fall (and rise for that matter), have been keeping tabs on this one. Other boards share your sentiment regarding information being made available to Fidelity and other major stake holders prior to the information being made available to small investors. The FSA has been mentioned in numerous posts by very unhappy investors.

I think this is one of many advertising/media firms both on and offline that are going to have to face very difficult conditions over the next 2 years or more. Whats the first thing a company does when its up against it, slash the advertising budget first of all.

I think there were warning signs with this one going back a few months ago now based on the macro rather than company specific problems. I got out just under the top but it gives me no great satisfaction to hear of holders being hit and complaining about large funds being forwarned.

Thats always happened and Im sure it will always be the case even though its obviously illegal. I certainly wouldnt buy for a bounce back given the macro economic outlook for the economy over the next few years.

If you still hold get shot I say.

cheers GF.

That's very nice of you goldfinger given that you started this
thread and were extremely bullish at the time.

If things are difficult for DGM then i do believe it's well priced in
now as the stock has gone from 20p bid to 7.25p bid in less than
a few weeks and the falls are always extended by the predictable
overhangs created by the institutions that sell out on bad news at
any price.

Seems to be plenty of support and when the sellers get cleared i
think a slight correction to 9-10p is on the cards but DYOR.

"Adrian Moss, Chief Executive, said: 'It is very disappointing to lose revenue
and contribution to profit, but the cause is client specific rather than a flaw
in the overall business model, which remains robust and cash generative.
Excluding this specific revenue loss, sales continue to grow"

Like i said i think the drop is well priced in now, so long as the business keeps
generating cash then there should be a limit to how far the shares can fall.

746k protected sale so another seller cleared.

A million cross trade too so plenty of buyers to take the
stock off the sellers.

Deal Group Media PLC
26 September 2005

26 September 2005

Deal Group Media plc ('Deal Group' or 'the Company'



Holding in Company

Deal Group received notification today that, following a purchase of 7,000,000
shares on 22 and 23 September 2005, J O Hambro Capital Management Limited
('JOHAM') is currently interested in 35,335,000 Ordinary Shares of 1p each in the
Company, representing 9.32% of the total issued share capital.

"22 and 23"....they must have paid around 14p for their stock !

I bet they are not too happy but it may well cause a ripple of
buying by the smaller punter seeing as the price is half of what
they paid.

Mackem,

your right I was extremely bullish at the time I posted my recommendation on the board but I wasnt to know that Oil prices for several reasons were going to go to new highs and probably stay there now for years to come pricing inflation into the economic world business climate.

Having worked in the employment of some of Britains biggest blue chip companies in various positions in accountancy/ finance I can with confidence say that the advertising and media sector is going to come under tremendous pressure over the next 24 months and probably more.

Its certainly a sector I would be short of if I were prone to sell positions.

I wish you the best luck with your investment.

cheers Gf.

IC curses!!

Yup they should have known better. When you see a price fall like this one did for no apparent reason at the time, you just know the market or elements of it know something before a RNS is published.

cheers Gf.

Very pleased to see a lot of protected trades, the more that show
the more stock the sellers have sold, cannot see them having much
or any left by tomorrow if they continue to clear as much as they
have today so i still believe there's a good bounce on the cards short term.

I reckon there will be a decent bounce tomorrow after all those
large protected trades late on today and some of those will be
buys as well, combined with huge small support i will be surprised
if 7.5p offer lasts long if indeed it's 7.5p offer at all at the open.
Going to be a very hectic day, just remember Yoomedia recently
when they had protected sellers at 3p, once they cleared the stock
rebounded to 10p, i think DGM has the potential to bounce back to
10-12p in the next week or so.

Looks like you were right Mackem, well done a good call but overall I remain bearish of the sector.

cheers Gf.

Short term there's much more to come imho.

But because of the overhangs hundreds of punters were
allowed to buy in sub 7.5p so there will be many that will
take any small profit hence it will take a few days to get
above 9p, lots of day traders out at 8p bid but i think that
will be available before the close.

Got to be some holding news later for sure.

Here we go....director ADRIAN MARTYN MOSS buys 500k.

Shows this could be a bottom for the stock after heavy falls.

Another 14 million shares changing hands, dont know where
the mm gets the stock from but it dropped to 8p offer late on
and they got hammered again with some massive buys.
Like yesterday evening i'll will again be surprised if the price does
not rebound again, yes there's protected sellers getting out but
they must be running out of stock at this rate and 1.6 million was
bought after the close and all at a premium so i think it will get
marked up a touch in the morning or it will move up before 8.15am
once the non pro's return home and see the director 500k buy and
place some buy orders etc etc.

Sorry wrong thread.

mm's must be printing shares again today because
it's another day of sustained buying with only minimal rises.
When will they get short of stock ?

Another director buys 100k at 8.25p to treble their modest holding.

And another 550k cleared from the protected seller, if these sellers
are under 3% then they should sell up completely soon.

Another million protected sale at 8p !

I think these are Fidelity who went under 3% recently, say
they had 2% left, that would be 7.2 million shares, well in
the last few days there has been a lot of protected trades,
not all will be Fidelity but you have to think that they have
almost sold up by now, 7.2 mil is not that much to clear in
current high volumes.
Fustrating for holders to watch all this buying with very little
movement, all trades at 8.1-8.25p were buys today so dont
be deceived by the trade data, almost all buys today which
let clear over 1.5 mil from the seller(s)

Quiet day despite another small director buy, many traders ran
out of patience and sold to trade elsewhere.

Very low volume day for .5p drop.

goldfinger - 26 Sep 2005 11:01 - 363 of 383

I think this is one of many advertising/media firms both on and offline that are going to have to face very difficult conditions over the next 2 years or more. Whats the first thing a company does when its up against it, slash the advertising budget first of all.

I think there were warning signs with this one going back a few months ago now based on the macro rather than company specific problems. I got out just under the top but it gives me no great satisfaction to hear of holders being hit and complaining about large funds being forwarned.

Not the first goldfinger thread on which this has happened.

these people are stuffed

LOL, Zscrooge. Nobody gets everything right and I can tell you Im not going to hold your hand through thick and thin through the day in day out trading on the stock market. I gave you a warning as ever DYOR.

If you cant be assed thats your fault. MY record is 9 right 1 wrong out of 10 in over 20 years of stock market Investing. Not even the greats like Peter Lynch or Antony Bolton can boast that.

Act like a lttle baby and go and cry but you know as I do that you are responsible for your own investment actions.

GF.

Looks like the two above posters are a set up anyway when you click on their names.

GF.

I've made money from your tips GF, NLR, SOCO, GMC,BISI,MMG, HMY etc and I did my own research. You may not have started all the threads but you certainly supported them. I got out when I thought it right and in most cases too early. It's down to individuals to time their own exit. I was also in DGM and got out just below the top, more luck than judgment. Keep up the excellent tips.

MS

You live by your own decisions, follow your own investment criteria and don't blame GF for you losing money nobody asks you purchase shares if your so risk averse and clearly incapable of making your own decisions put your money in grandmothers saving account!

GF has helped point out a number of good stocks for me and I have evaluated them on my own before making a purchase and a number of them I have left after making a tidy profit but don't blame GF for your own mistakes it bloody obvious the economy is stuttering and the first thing to go is advertising expenditure to protect the current bottom line!

Same here chaps,, GF has come up with some great tips ..

Well said guys. If it's good enought for GF it's good enough for me. GF will you marry me.

LOL

MS

Many thanks indeed for the support Guys. Its a two way process though and Ive learnt and had help from you guys, long may it continue.

cheers GF.

LOL Who's crying? I haven't lost any money. And I always do my own research. Just pointing out that GF and others on these boards are keen to ramp up certain stocks and reveal much later that they have sold out at the top.

mickeyskint - you got in around 20 and sold for what, 21.5? LOL

I have never owned this share.

It's a new era for investing in penny shares and some totally
different rules as well for the novice investor.

Such as :

Never hold for results as 90% of penny shares seem to drop on
them even when some are actually good results.

Forget director buying, in the old days multiple or large director buying
was always a catalyst for a good rise, forget that, it's now a indication
for further drops in the share price.

Welcome to rip off Britain, we pay more for everything, we get taxed more
for everything and trying to make money trading shares, balls to that because
our British mm's are also in the market to rip u off and make sure you lose.

I dont speak for myself, i speak for all my friends that trade shares and i mean
quite a few, nobody is making money, many have had enough of the way the
market makers take the mick and the ridiculous spreads they operate, in the US
you'd be lucky to find a stock with a 5% spread let alone a 10-20% one.

Back to DGM, well multiple director purchases were a total waste of time for
shareholders and for the directors themselves as the price has quickly gone
a lot lower, if the mm's want it down then you have got no chance to stop them.

Mackem you sound extremely annoyed! The director buys are so small its hard to view it as a recommendation to jump on! Its actually more likely some sort of have assed attempt to sucker a few punters in. I want to invest in this company at some stage as online advertising is a good long term bet but its just not prudent at the minute with the economy stuttering to pay for advertising!

I agree the MMs are certainly not going without food the money they make........

Best thing to do is go for companies that have issued results above expectations so the market has not taken it into account try RCG, ACC, and MTT thats what im overweight in

cheers

Not annoyed blackbelt, quite relaxed but feel i needed to post
how it is for the current penny share market, i see that i have
to go guns blazing to get a response on this bb :-))

You mention that iyho the director buys are too small, in that case
have a look at Touch (Tou) and look at how many times their chairman
has bought stock in the last year when the price has dropped and still
the stock goes down and down and he bought another 2 million last week.

you make some interesting points mackem.
i would also add for way of advice to novice investors (i'm a semi novice) don't be suckered into investing because of continous ramping on some bulliton boards. i have lost heavily in the past. just group,bioprogress and recently yoo to a certain extent come to mind.
as for dyor what exactly does this hackneyed phrase really mean? in my opinion there's a lot of guesswork involved.

1.5 million buy at 6.5p yet you can still buy 250k at 6.35p, might
be a good price to make a quick 10%....maybe....this market however
is for losing money not making it.

What do the directors of this company have to do to get this price
to move up, another 1.5 mil buy from Adrian Moss.

It's has to have a decent bounce sooner or later.

That's got the punters buying and now the mm is having a go.
If this mm at 6.5p offer has the last of the seller that has caused
the price to get this low then good because at least this time it should
clear out all the institutions that have been selling.

Can you buy shares in companies that make printing presses
for market makers because what does it take to make this
stock move, where do they get the stock from to hold it back ?

1.5 mil director buy and 2 mill ordinary buys and not even a .25p
rise, fustrating again is the word for all holders.

This is unbelievable...3 x 250k mm buys in a few minutes and it's
still not moved...a million in mm buys in total.

Looks like another overhang was cleared today.

Some late delayed blocks of trades also but hopefully
this time it can at least hold at 7p and start to move
higher, i think todays buy has sent a messge to the market
that if the price keeps falling Mr Moss will keep buying vast
amounts of stock like today, just under 0.4% is a big purchase
to top up on previous buys he has done.

What a depressing stock, despite numerous and large directors
buying the price is still falling, current online quotes are dire, sell
15k but buy 250k at 5.35p, i still believe there's some real money to be
made catching this one but where is the bottom ?

Jeezus...now 5.1p to buy for 250k !

mackem

Falling knives and all that. Timing is everything believe me I know as I usually get it wrong.

LOL

MS

Maybe that was the bottom mickey ?

Nobody managed to get that 5.1p and looking at those big
trades the seller that must have been depressing the price
has got out at 5p, still dont fancy the chase but it should
be over 6p surely.

I binned my cryastal ball long ago mackem. Who knows mms are a law unto them selves.

LOL

MS

Somebody sneeked a 500k in to take out the mm on the brief 5.25p offer.

Just as Google are talking of a 'sea change' among advertisers which has propelled their revenues for on-line advertising and their share price to record highs, DGM has come up on my radar as a recovery stock and I have been browsing their website. But no sign that I can find there of any enthusiasm for on-line advertising from the company or from their customers. I think the website has a tired, neglected feel about it with none of the dynamism that is often to be found among media companies. If others think likewise, possibly this accounts for the depressed sp and if I were a shareholder, I think I would be suggesting to the company that they brighten up their image.
Meanwhile, I think there is massive potential out there, so I'm continuing to look for a company in this field. Any suggestions?

Take a look at GMC - a Google of gambling search engines. Earlier this year they acquired gambling.com for 10 mil. It is a No. 1 search engine for gaming sites. Most of their revenue (60% according to Arthbutnot Securities come from advertising- pay per click). Last week upgraded to STRONG BUY by the same broker. Bottomed out with the rest of the sector on Thursday, bounced from support on Friday. Lots of upside! DYOR!

britshare: Thanks for the info about GMC's advertising activities; they look to me a better bet than DGM, so are now on my watch list. I am posting also on the GMC thread in case others are unaware of their versatility.

Some good news at last with a major shareholder buying 2.75mil,
the sinking ship seems to have steadied at last and with most of
the mm's on the 5.5p bid can this be the recovery ?

DEAL GROUP MEDIA PLC

2. Name of shareholder having a major interest

I-SPIRE CORPORATION LIMITED

3. Please state whether notification indicates that it is in respect of holding
of the shareholder named in 2 above or in respect of a non-beneficial interest
or in the case of an individual holder if it is a holding of that person's
spouse or children under the age of 18

HELD BY 2 ABOVE

4. Name of the registered holder(s) and, if more than one holder, the number of
shares held by each of them

I-SPIRE CORPORATION LIMITED

5. Number of shares / amount of stock acquired

2,750,000

RNS also state I-Spire now hold 18.14%. Obviously building a large stake in the company - bid possible?

Price is solid now and now without any sellers the mm's are gradually
moving higher, it's 3 bid 1 offer at 5.75-6p so next move could be a
break back above 6p, wish i had bought some at that 5.1p now.

Might be a few bob in this. Speculative though.

cheers GF.

A lot of activity today - might just have bottomed out

I have put my toe in the water

baza

Now can anyone explain that 10m "sell" ? - please - x trade

Baza

That trade is very good for the share price !

Somebody had 10 million share to sell and found a buyer without
having to dump on the market and cause a very big overhang, because
it was 10 million shares the seller was happy to let them go at a slight
discount to the current bid price of 7p, had they tried to dump them on
the open market the price would have retraced back to the 5p levels, the
buyers perk is to get their hands on a big block of stock for a cheap price
without having to buy them on the open market which would have caused
the price to rise, hence both parties very happy with the deal.

Thank you Mackem

More stock building on this one its looking rather tempting after the pull back

Is the header appropriate? Cue sycophants.....

Not a shareholder here but thought it may interest you to know that there is an interview with Adrian Moss on CNBC - Thursday 29/12 at 12.45 CET

Thought it may interest you that there is today, (29/12), an interview with Adrian Moss on CNBC at 12.45 CET.

Didn't see this interview. Could you please summarise what it said?

In my post No 410 of 22nd October, I said that despite the massive potential for on-line advertising, I wouldn't invest in DGM, because they had a ghastly website that looked as though it would drive any potential customers away. But recently, all that has changed. They now have a bright new website that really suggests they are in the forefront of the media business and should attract new business, and there are hints there that it's already working with new customers aboard. So, I'm now thinking of joining them as an investor at a time when the sp may have bottomed.

just out its received 'more than 1 approach' nice,big upside potential on a bid battle.

Oh damn, I'd only bought 100K after my last post.

Deal Group Media PLC
13 February 2006

Deal Group Media PLC
13 February 2006


Rule 2.10 announcement - Relevant Securities in Issue

In accordance with Rule 2.10 of the City Code on Takeovers and Mergers, Deal
Group Media plc confirms that it has 380,048,385 ordinary shares of 1p each in
issue. (ISIN GB0002180858).

Contacts:

Deal Group Media plc
Andrew Dickson
Tel: +44 (0)20 7691 1880

Panmure Gordon & Co
(Financial adviser to Deal Group)
Grant Harrison
Katherine Roe
Tel: +44 (0) 20 7459 3600


This information is provided by RNS
The company news service from the London Stock Exchange

Anyone got any thoughts on whether a deal looks more likely following yesterdays RNS ?

Deal Group Media drops into red in H1
AFX


LONDON (AFX) - Deal Group Media PLC, the full service online marketing group, dropped into a loss in the first half of 2006 but said it is confident of winning new customers despite the competitive market.

On turnover of 12.8 mln stg, up from 10.2 mln, the group incurred a pretax loss of 1.5 mln stg, down from a profit of 65,000 stg.

In the half-year the group incurred costs of 718,000 stg in relation to the restructuring of the business which it said should not recur.

Chief executive Andrew Dickson said the group is now seeing an increase in demand for its services and remains confident that despite competitive market conditions the group can continue to win new customers with existing and innovative new products.

newsdesk@afxnews.com

Management have confidence by offering the loan up which is a good sign.