picked this one up on my stock screener a couple of days ago and immediately bought the stock as the fundies point to a compelling explosion of earnings growth over the next 24 months and beyond. I believe broker Arbuthnot Securities have released a recent Broker note.

Profile

SMARTFOCUS provides software and services that enables companies to manage and co- ordinate marketing across multiple channels, including email, telemarketing, direct mail and display advertising. The company provides a complete portfolio of data integration, analysis, modelling, campaign planning and management, with integrated budgeting and finance solutions. The result is 'Intelligent Marketing', driven by a single view of the customer's activities across all channels. Marketers can target their communications more accurately, cutting wastage, increasing conversion rates and achieving a better understanding of the customer base.

Users of smartFOCUS' enterprise marketing management software include, AAA, ABN AMRO, ATOS, EMI, Fig Leaves, Harrods, Hilton International, NSPCC, SocieteGenerale and T-Mobile.

Highlights Latest Results 12 Month Ending 31/Dec/2006

Strong revenue growth, up 52% to 9.2m (2005 : 6.0m)
Profit before tax increased to 0.9m (2005 : restated 0.0m)
Diluted EPS of 0.66p per share (2005: restated 0.06p)
Net cash of 0.8m (2005 : 0.6m)
Successful integration of Email Reaction, the email and on-line
marketing software company acquired in May 2006 for 1.6m
.Revenue growth year on year up 64% to 1.1m (2005: 0.7m)
Recurring revenue grew 52% to 3.6m
More than 60 new clients, partners and customer licenses were added:
.UK direct model success continues to build leadership position with 41
new clients added including: WH Smith, Harrods, Money Supermarket, and
RIAS

International success continues through the indirect partner model
with 6 new partners and 17 new customer licenses added including:
Genesis Direct, I-Centrix, USA Today, Athenahealth and Washington
Mutual
The launch of smartREACTION creating a fully integrated online marketing
solution: Significantly increases market opportunity, up and cross-sell
potential
Directors encouraged by the performance of both the UK direct and
international indirect partner model
High quality new projects in pipeline support a positive outlook for
2007

CEO Comment

Commenting on summary & outlook, Chris Underhill, CEO of smartFOCUS said:

"smartFOCUS continues to make good progress, delivering strong year on year
revenue and profit growth. Significant opportunities exist for future growth
from both our established UK operation and increasing international partner
presence. Going into 2007, we have greater geographic reach and more competitive solutions through the growth of our partners and addition of email and on-line marketing software. The Board remains positive about the year ahead based on a strong and broadening pipeline, fast growing client base and access to new and growing markets."

Outlook

The Board is encouraged by the number of current opportunities in its pipeline across all geographic markets. We expect to deliver growth in 2007 from having a more complete offering and further extending our marketing efforts to new partner territories. We have seen proof of the partner focused strategy in North America although we acknowledge that we are reliant on the partners selling additional customer licenses in new geographies. With a strong UK presence and the evolving nature of the partner model, the Company believes that it can service a wider marketplace in 2007 and beyond. In parallel to our organic growth effort, smartFOCUS will continue to look for further appropriate acquisitions that can strengthen our solution offering and accelerate growthwithin our core markets.

Two Directors bought stock at 16.25p 2/May/2007


Fundies

Market Cap- 17.63 million

ROCE- 46.20%

Historic P/E- 26.8

Prospective P/E to 31/Dec/2007 13.5 PEG 0.1 EPS Growth 98%

Prospective P/E to 31/Dec/2008 6.7 PEG 0.1 EPS Growth 100%

Cash 1,851,000 at 31/Dec/2007

TA

Website

http://www.smartfocus.com/

DYOR.

17.50-18.75 MM widened the spread discouraging buyers?

http://www.marketingservicestalk.com/news/sma/sma100.html

29 August 2007

Cendris picks smartFOCUS to aid campaign targeting

SmartFOCUS, an international vendor of enterprise marketing software, has been selected by Cendris to provide software to help with its marketing services and data management offer

Cendris is the leading provider of complete and integrated business solutions for the management, printing and retrieval of documents and helps organisations to efficiently build sustainable customer relations by optimising their data quality, list management and document processes. The company will use the smartFOCUS Intelligent Marketing Application Suite to help its customers create a global overview of their marketing activity and gain deeper customer insight.


With smartANALYZER, smartCAMPAIGNER and smartREPORTER, Cendris can offer its clients a wide range of new services, including better identification of target recipients, improved understanding of customer behaviour, strengthened links with loyal clients and enhanced multichannel management and distribution of information.

In addition, all smartFOCUS software solutions enable more efficient and cost-effective management of data and marketing campaigns with reporting.

Kees Groenewoud, director Campaign Management from Cendris, said: 'Thanks to smartFOCUS, Cendris is becoming a marketing service provider that can deliver all the end-to-end processes of a marketing campaign, from the operational delivery right through to enhanced analytics and customer insight'.

The Intelligent Marketing Application Suite offers efficient campaign management tools designed to enable sharing of information within organizations and between users.

SmartFOCUS customers achieve insight into the status of actions to be executed, a capability that is built into the core smartFOCUS software, both at campaign level and at action level.

'Providing a comprehensive overview of marketing activity with direct access to information and reporting are critical for today's multichannel marketers, and it is with those key ideas that we developed our smartFOCUS solutions,' said Curt Bloom, International Managing Director, smartFOCUS.

SmartFOCUS is a leading international marketing software company that empowers marketers with the intelligence to drive high performance multichannel campaigns and more valuable customer relationships.

Its Intelligent Marketing solutions integrate off-line and online data, analysis, campaign and performance management to deliver better targeted more timely and relevant communications that increase campaign conversion rates and improve customer's insight.

smartFOCUS now has over 300 customers worldwide using its marketing software including AAA, ABN AMRO, ATOS, Centreparcs, EMI, Fig Leaves, Harrods, Hilton International, NSPCC, Societe Generale and QVC.

In 2006 smartFOCUS experienced revenue growth of 52 per cent to $18M (GBP9m).

The organisation is headquartered in the UK, with offices in the US, continental Europe and Asia Pacific.

All buys today, 1 MM ticked up.

Well, its ticking up nicely, now 2 v 1 @ 19/20.


Results tomorrow :)

Yes - it's good to see it wake up!

The directors of Biocompatibles (LSE: BII), Silence Therapeutics (AIM: SLN), Renovo Group Plc (LSE: RNVO) and smartFOCUS Group (AIM: STF) will be presenting:
Thursday the 9th September 2010, Chesterfield Mayfair Hotel, 35 Charles Street, Mayfair, W1J 5EB

The presentations will start at 6:00pm and finish at approx 8:00pm. After the presentations are complete the directors will also be available to take questions during a free canapand wine reception. Details on the presenting companies can be found below.

This event is suitable for the following:
Sophisticated & private investors, private client brokers, fund managers, financial institutions, hedge funds, buy & sell side analysts and journalists.

Register here - http://www.proactiveinvestors.co.uk/register/event_details/87

If you have any problems registering or queries please email events@proactiveinvestors.com.