goldfinger
- 20 Jan 2005 12:12
The Business Model.
The mutual.net plc, the AIM quoted on-line reward company has developed a website to act as a portal for its members to access around 500 online shopping sites. Themutual.net incentivises shoppers by rewarding them with shares in the Company or with points which are redeemable for cash. themutual.net now has over 1.15 million registered members. This Xmas as seen an explosion in online shopping and all indications are that this one as done very well.
Highlights From Last Interim Results 31st Oct 2004.
Membership grown to over 1.15 million
Over 1 million visitors sent per month to advertisers' websites
Share consolidation completed, cash rewards introduced and share buy-back
programme initiated
Increased revenue by 94% to 1.53 million (6 months to 31 Oct 2003: 0.79m)
Doubled EBITDA to 0.68 million (2003: 0.34 m)
75% increase in pre-tax profit to 0.38 million (2003: 0.22m)
Cash at bank increased to 1.225 million (against 0.919m at April year end 2004.
Director Speak.
Mark Smith, CEO, said: 'This has been a period of good progress for
themutual.net, which saw the company consolidate its position as a major
facilitator of email marketing and online shopping. We are delighted with the
strong growth in our website and email marketing revenues, which has flowed
through to enhance our profitability and balance sheet. With the development of
MutualShop and the substantial continued growth in the online advertising
market, we look forward to the future with confidence.'
Activity During The Period.
During this period we implemented a number of strategies to deal with the
challenges that email marketing faces now and, potentially, in the future.
These included:
* Working closely with ISP's to improve understanding and cooperation with
regard to email delivery;
* Double opt-in registration to ensure the validity and quality of new
members;
* Collection and use of increased targeting data to assist in delivering
mails that are both relevant and effective to our members and our clients;
and
* The introduction of an eCRM program to educate new members and further
encourage existing members to utilise our services.
Outlook Statement From The Chairman.
From our website activity, themutual.net now generates in excess of 1,500,000
of online sales for our website partners each month. We anticipate this will be
greatly enhanced by the introduction of the MutualShop, our new shopping portal
which is due for `soft' launch shortly before Xmas, with a final launch to
include price-comparison shopping and full functionality by the financial year
end. This is the largest overhaul of the website that the company has
undertaken, including a full redesign, and will be further supported by adding
user functionality, allowing better control of their membership and the number
of emails received.
To have managed such internal change while the company continued its
substantial growth in revenue and profitability is a strong achievement and
testament to the scalability of our business model and operations.
We have also begun exploratory analysis of launching a similar product into
France and Germany. We will report on this further at the year end.
Fundies.
In their note of 29th November 2004, Durlacher has forecast 2.2p a share in earnings for 2006, which means that TMN is on a forward PE of just over 14.
The average multiple for the sector is 26, and then there is ASOS on a 2006 PE of around 27. Clearly there is a good argument for TMN to be re-rated.
I notice that Growth Company Investor tipped TMN recently at 30p. Hopefully the next few months will ensure the re-rating will get underway for themutual.net.
Dyor.
cheers Gf.
doughboy66
- 19 Jul 2006 14:08
- 66 of 88
The growth of online shopping looks like it will continue.
UK 'Europe's top online shopper'
Shoppers are increasingly happy to miss out on the High Street
The UK has become Europe's biggest online shopping market, overtaking Germany, research firm Mintel has said.
UK shoppers spent 9.79bn euros (6.7bn; $12.2bn) online in 2005, compared with 9.71bn euros in Germany, Mintel said.
Competition between internet providers has lowered the cost of fast broadband services, making it easier for consumers to shop online.
Total internet sales in Europe rose by 51% to 40.2bn euros in 2005. Mintel expects that figure to triple by 2010.
"Mintel is confident that online sales of goods will grow strongly over the next few years as this channel matures," said senior retail analyst Neil Mason.
Mintel said there was plenty of room for growth in online spending, with sales made over the internet making up 2% of total European retail sales.
Companies are expected to benefit as online security becomes tighter and consumers become more comfortable with shopping over the internet. Last month, search giant Google launched an online payments system which aims to compete with auction giant eBay.
doughboy66
- 16 Nov 2006 19:29
- 67 of 88
Starting to move up again and should break clear of 70p in the run up to interim results which are due 7th Dec.
themutual.net says H1 in line; sees further mkt research ops growth in H2
LONDON (AFX) - Themutual.net PLC said its sees growth in its market research
division ID Factor to continue into the second half as it posted first half
group performance in line with its expectations.
The online direct marketing company said its online division TMN Media has
seen strong organic growth in the first half with significant further growth
potential within the current lists.
Themutual.net said revenue in its market research unit, ID Factor, has more
than doubled since its acquisition in Dec 2005, and further growth is expected
in the second half.
The company added its advertising agency is also growing ahead of its
expectations.
To better reflect the divisional structure, permission will be requested
from shareholders at the next AGM to change the company's name to TMN Group PLC.
Themutual.net plans to report interim results on Dec 7.
newsdesk@afxnews.com
tfn-ban-tsk/lam
goldfinger
- 17 Nov 2006 00:17
- 68 of 88
Where have you been DB all the lads have been asking?.
doughboy66
- 17 Nov 2006 12:15
- 69 of 88
Hi GF good to hear from you,i have really taken a back seat with share dealing.I have invested mainly in aim shares and although the footsie 100 and 250 have performed well aim shares have been a bit of a dog especially the ones i`m in !!
I suppose i`m disillusioned with the market at the moment as i don`t believe the small private investor gets to play on a level playing field.Hopefully my confidence in the market will return and i will be able to make some money for the family rather than lose it.
It has been a bit of decent start to the day with a couple of my shares going up namely VML and UNG.
Take care and hopefully speak to you again in the not to distant future.
DB66
doughboy66
- 04 Dec 2006 16:48
- 70 of 88
Ticking up slowly but surely,results due Thursday.
maestro
- 04 Dec 2006 17:03
- 71 of 88
bought in today...lots more merchants signed up,over 700 now.....Tesco has several sections
doughboy66
- 05 Dec 2006 19:40
- 72 of 88
Nice to see someone else on this thread for a change.No fireworks before results but a nice gradual tick up again today.I`m sure as usual with most stocks this could fall back a little after results,time will tell.
doughboy66
- 07 Dec 2006 10:23
- 73 of 88
Good set of results but still not being noticed for some reason?
Date: 07 December 2006
On behalf of: TMN Group plc ("TMN" or "the Company")
TMN Group plc
* Interim Results
The Board of TMN Group plc (AIM: TMN), the UK's premier online direct marketing
group, is pleased to announce its interim results for the six months ended 31
October 2006. The highlights are:
Financial
* Revenue up 350% to 8.0m (2005: 1.8m)
* Operating Profit up 190% to 1.4m (2005: 0.5m)
* Headline earnings per share up 185% to 2.4p (2005: 0.8p)
Operational
* Acquisitions of EDR and ID Factor now fully integrated
* Key client wins for EDR, in finance, automotive and retail sectors
* 41 supply partnership gains across the globe for ID Factor
* New technology and product launches, including new lead generation system
www.plum-offers.com
* Change of company name from themutual.net to TMN Group plc, to better
reflect the divisional structure of the group
Commenting on the results, Mark Smith, CEO said:
"Both the ongoing growth of the internet advertising market and the increased
usage by consumers of the internet are key drivers in our continuing success."
"We have experienced solid growth all round, very much in line with our
expectations, while we are equally delighted with the progress of our new
products, notably our lead generation technology, "Lead It", seen via
www.plum-offers.com."
"With further launches on the horizon along with continued strong growth for
our core divisions, we remain extremely upbeat about the prospects for the full
year."
- ends -
doughboy66
- 07 Dec 2006 16:37
- 74 of 88
Tmn Transaction in Own Shares
TMN Group plc
7 December 2006
TMN Group plc ("the Company")
TMN Group plc announces that the 1,169,498 shares of 0.01p each in TMN Group
plc arising from fractional entitlements under the consolidation of the
Company's issued share capital have been purchased by the Company for
cancellation at a price of 73p per share.
Following the cancellation, TMN Group plc will have 49,732,694 ordinary shares
of 0.01p each in issue.
Enquiries:
Peter Coveney
Financial Director
020 7440 9312
maestro
- 07 Dec 2006 17:07
- 75 of 88
should move up tomoro when the broker boys wake up
doughboy66
- 08 Dec 2006 14:02
- 76 of 88
A nice 10% holding now
Tmn Holding(s) in Company
NOTIFICATION OF MAJOR INTERESTS IN SHARES
1. Name of listed company
TMN Group plc
2. Name of shareholder with a major interest
Merrill Lynch & Co., Inc
3. Please state whether notification indicates that it is regarding the 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
As above
4. Name of the registered holder(s) and, if more than one holder, the number of
shares held by each of them
Merrill Lynch & Co., Inc 2,042,900
BlackRock Inc. (an asset management company in which Merrill 2,880,882
Lynch & Co., Inc owns 49.8% of the common stock)
4,923,782
Aggregated total
5. Number of shares / amount of stock acquired
N/A
6. Percentage of issued class (any treasury shares held by the listed company
should not be taken into account when calculating percentage)
N/A
7. Number of shares / amount of stock disposed
N/A
8. Percentage of issued class (any treasury shares held by the listed company
should not be taken into account when calculating percentage)
N/A
9. Class of security
Ordinary shares of 0.01p
10. Date of transaction
N/A
11. Date listed company informed
7 December 2006
12. Total holding following this notification
4,923,782
13. Total percentage holding of issued class following this notification (any
treasury shares held by the listed company should not be taken into account
when calculating percentage)
10%
14. Any additional information
15. Name of contact and telephone number for queries
Peter Coveney
020 7440 9310
doughboy66
- 11 Dec 2006 12:40
- 77 of 88
Breaking out today to new highs.
I`m amazed at the lack of interest this gets given its performance over the last year?
maestro
- 11 Dec 2006 20:23
- 78 of 88
yes people seem oblivious to this share...right little internet gem
doughboy66
- 13 Dec 2006 16:55
- 79 of 88
Another financial institution taking a stake in TMN.
NOTIFICATION OF MAJOR INTERESTS IN SHARES
1. Name of listed company
TMN Group plc
2. Name of shareholder with a major interest
Man Financial Limited
3. Please state whether notification indicates that it is regarding the 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
As above
4. Name of the registered holder(s) and, if more than one holder, the number of
shares held by each of them
Man Financial Limited 1,997,995
5. Number of shares / amount of stock acquired
N/A
6. Percentage of issued class (any treasury shares held by the listed company
should not be taken into account when calculating percentage)
N/A
7. Number of shares / amount of stock disposed
N/A
8. Percentage of issued class (any treasury shares held by the listed company
should not be taken into account when calculating percentage)
N/A
9. Class of security
Ordinary shares of 0.01p
10. Date of transaction
N/A
11. Date listed company informed
12 December 2006
12. Total holding following this notification
1,997,995
13. Total percentage holding of issued class following this notification (any
treasury shares held by the listed company should not be taken into account
when calculating percentage)
4.02%
14. Any additional information
doughboy66
- 03 Jan 2007 09:24
- 80 of 88
Happy New Year to anyone that reads this thread especially goldfinger who started this thread.
A very good start to the year! Going on fundementals i would of thought this is almost fully valued at present but you never can tell with stocks.
doughboy66
- 18 Jan 2007 10:24
- 81 of 88
doughboy66
- 18 Jan 2007 10:24
- 82 of 88
Got something right for a change!
doughboy66
- 22 Jan 2007 14:34
- 83 of 88
Tmn Holding(s) in Company
TMN Group plc ("the Company")Notification of major interests in sharesTMN Group plc announces that it received notification from Schroder Investment
Management Ltd that, as at 20 January 2007, it had a notifiable interest in
2,499,992 Ordinary Shares of 0.01p each in the Company, representing
approximately 5.03% of the issued Ordinary Share Capital. The shares are held
in portfolios managed by Schroder Investment Management Limited on a
discretionary basis for clients under investment management agreements.
Enquiries:Peter CoveneyFinancial Director020 7440 9312END
doughboy66
- 17 Jul 2007 10:48
- 84 of 88
Good results.
Tmn Final Results
Date: 17 July 2007On behalf of: TMN Group plc ("TMN" or "the Company")Embargoed until: 0700hrsTMN Group plc * Preliminary Results
TMN Group plc (AIM: TMN), the UK's premier online direct marketing group, is
pleased to announce its preliminary results for the year ended 30 April 2007.The highlights are:Financial * Revenue increased by 79% to 16.1 million (2006: 9.0 million)
* Operating profit increased by 93% to 3.27 million (2006: 1.69 million)
* Headline earnings per share rose 104% to 5.5 pence (2006: 2.7 pence)
* Net cash at the year end was 1.55 million (2006: 1.2 million)
Operational * Increased synergies between TMN Media and EDR have resulted in greater than
expected inter-group sales
* New technology and product launches, including new lead generation systems
Plum-Offers and Pure Lead, already generating material revenues
* Change of company name from themutual.net to TMN Group plc, to better
reflect the divisional structure of the group
* As previously announced Peter Coveney (CFO) is to retire in August 2007 and
his replacement, Craig Dixon, has now joined the Group
Commenting on the results, Mark Smith, CEO said:"This year has seen another strong performance by the Group, with significant
increases in both turnover and profit. The new product launches targeted at
improving lead generation are attracting interest from a range of customers,
both new and existing, and are already having a positive impact on revenues.These products, with further launches in the pipeline, enable us to offer a
full service and strengthen our position as the UK's premier online direct
marketing services group.
"The internet advertising market continues to grow rapidly, with over 2
billion spent in 2006. TMN is well positioned, with its three core divisions
and further new product launches, to continue to strengthen its position in the
online direct marketing and research sectors in the UK."- ends -Enquiries to:TMN
doughboy66
- 17 Jul 2007 10:50
- 85 of 88
And there is this positive statement at the end of the results,so more to come!
The Group remains financially strong, with excellent cash-conversion, and
remains perfectly positioned to succeed further in what is undoubtedly the most
exciting media sector that we have seen for many years. We remain excited about
the Group's prospects for the current year and beyond.
Mark SmithCEO