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.

Tipped yesterday evening aswell....

19.07.2007 - Zoom in on Smartfocus.

Its not often you find a company whose profits rocketed from a mere 33,000 to 920,000 last year, is on course to more than double this again to 2 million this year and likely to achieve 4 million in 2008. In other words, 3 years of 100 % p.a. compound growth with who knows what thereafter.

No, were not talking about the latest whizz-bang oil or mining stock but a relatively unknown small company down in Bristol called SMARTFOCUS.

If youre a marketing manager in a large corporate in todays cut-throat world, you need all the help you can get. This applies particularly in the modern digital environment where marketeers are expected to use every tool at their disposal such as e-mail, mobile messages and the web. We all know that expenditure on digital advertising is going through the roof , particularly on the Net, and Smartfocus have spent several years perfecting state of the art software to maximise the efficacy of such efforts. The beauty of this type of software tool is that clients can immediately gauge the improvement in response rates and the return on marketing spend.

In its first few years in existence, Smartfocus has already built up a roster of 300 major clients in 17 different countries. These include Lloyds TSB, Hilton Hotels, AOL, Avis, Carphone Warehouse and Societe Generale. The reason profits are racing ahead at such breakneck speed is because most of the capital investment in developing software is upfront and now out of the way. Additionally, around a third of turnover is derived from ongoing recurring income. This means that, once a sale is done, the company keeps on earning year after year.

Although a relative minnow, Smartfocus is addressing a worldwide market and already has offices serving Europe and North America with South East Asia next on the list. The company has a modest payroll of under a hundred and yet is easily scaleable to cope with this rapid expansion. Clearly, its track record in profit terms is very short but this reflects the heavy upfront development costs it has incurred largely with the financial backing of a Venture Capital Trust who still hold nearly 30 % of the shares. With the directors owning another large chunk, there is less than 10 million worth of stock in general circulation which makes it very difficult for larger institutions to gain a foothold.

This presents an excellent opportunity for the smaller investor to get in on the early stages of what could be a remarkable growth story at a very reasonable price. After creeping steadily month by month up to 19 p, the shares sell at 26 times last years earnings but the one broker who follows this one is forecasting earnings per share of 1.4 p this year and 2.8 next year. With the company continually bolting on small, complementary businesses, even these bullish forecasts could be surpassed. Even so, a price earnings ratio of 13.5 for this year and a paltry 6.8 for 2008 leaves plenty to go for.

As we have already said, this is a relatively short growth story so far but the potential is extremely exciting especially being underpinned by quality recurring income. Provided the ambitious forecasts are met, we can see this one at least trebling over the next 2 years. You can read more about the company at www.smartfocus.com.

Starting to get buyers interested.

Trebling in two years time as per the tip would do me just fine.

All buys up to date.

A bit more information,

SmartFocus launches NA beta program for 64 bit data server
By Melissa Campanelli
June 21st, 2007

NEW YORK SmartFocus has launched the North American Beta Program for its 64 bit Analysis Data Server at DM Days here.

The ADS is smartFOCUSs high-speed, high-volume data server optimized for marketing data analytics. Designed to deliver performance and data capacity, it is able to run complex and ad hoc queries across hundreds to billions of rows of data in seconds. The ADS powers the smartFOCUS marketing analysis software solutions and is a core component of the smartFOCUS Intelligent Marketing Application Suite.
With the new 64 bit ADS, smartFOCUS has removed the traditional server memory and processor limitations found in the 32 bit world, to offer high levels of scalability and performance in marketing data analytics.

Through its underlying multithreaded, multiprocessor architecture, the ADS enables marketers to take advantage of the unlimited resources offered by 64 bit computing by using a single data analysis solution to analyze the massive volumes of data being generated by multichannel marketing, especially through online and digital channels.

The creation and use of insight held in an ADS, or across multiple ADSs, can now be shared by a much larger community of concurrent users and the extended customer-centric organization. This supports more informed, more timely decision making; greater marketing efficiency and productivity; and so further improves marketing performance while reducing the cost of applying analysis across multiple channels.

Marketing service providers in North America can now participate in the smartFOCUS 64 bit ADS Beta Program to assess the potential cost savings of the new ADS.

Savings arise, for example, from running multiple large volume analysis databases on a single or consolidated server platform, rather than on one server per database per client, without compromising service performance or the user experience.

Additional ADS enhancements scheduled as part of the Beta Program take advantage of improved data load speeds and faster incremental data updates to further reduce database refresh times and better fit within the overall operational window MSPs are challenged to meet, as marketing moves toward real time.
Deputy Editor Melissa Campanelli covers postal news, CRM and database marketing for DM News and DMNews.com

Solid update from STF today.

Broker upgrades sshould show this is far far too cheap.....

smartFOCUS Group PLC
23 July 2007



FOR IMMEDIATE RELEASE 23 JULY 2007

smartFOCUS Group plc
Trading Update

At its annual general meeting to be held later today, John Charles, the Chairman
of smartFOCUS Group plc ('smartFOCUS', the 'Company' or the 'Group'), the international
marketing provider of high performance marketing software, will provide the
following update on trading for the first half of 2007.

smartFOCUS has continued to make good progress with a substantial increase in
revenue and EBITDA in the first half of 2007 compared to the same period in 2006.
The Company continues to invest year-on-year in additional sales resources
while managing overall operational expenses so that they were below expectations.
Cash is 0.2m higher than at the same point last year after taking into account
the repayment of all outstanding long term debt (1.0m) in the first half.
The Company has achieved its historic first half revenue weighting which was in
line with expectations and the Board remains confident about continuing to deliver
sustained growth in 2007.

The business is benefiting from greater geographic reach and more competitive
solutions as demonstrated by its fast growing client base, partner model and on-line
marketing business. The Directors continue to see new projects for its
solutions as clients adopt more integrated approaches to marketing, combining
traditional off-line with on-line digital channels to market. This demand for
multi channel marketing solutions is represented by a strong and growing pipeline
across all parts of the Group through both its direct sales operation in the UK
and international partner network of marketing services providers.

The Company's email and on-line marketing software company, Email Reaction,
increased market share in the period with revenue growth of over 100% achieved
through new customer acquisitions and increasing demand for on-line marketing.
The Directors believe that growth in on-line marketing will continue to be very
strong in the UK and they continue to review opportunities to extend the Group's
on-line marketing technology and presence internationally.

The Company's international partner network continues to grow strongly, especially
in North America. A new Asia Pacific operation has been established with Singapore
based Smart Software Pte Limited, trading as smartFOCUS Asia Pacific,
which further increases international distribution in a new and fast growing market
for the Company.

In the period, the Company increased the number of new clients, directly and through
partners, by over 50 and signed two new major partners, Cendris in Europe and Barton
Cotton in North America. Looking forward, the Board of smartFOCUS retains a very
positive outlook for continued growth in demand for its solutions in the marketplace.


smartFOCUS recognises the increased consolidation in its market. However as
stated in its strategy, the Company continues, to seek to complement its organic
growth with further earnings enhancing acquisitions that exploit its market
position and take advantage of strong market growth forecasts for marketing
software and on-line marketing solutions. The Directors are encouraged by the
Company's trading prospects for the remainder of this financial year and,
consequently, the Board views the Company's future with confidence.

smartFOCUS anticipates announcing its interim results for the six months ended 30
June 2007 in late September 2007.

Chris Underhill, CEO of smartFOCUS, commented: 'The Company has made good
progress so far this year across all parts of the Group especially in our
on-line marketing business which underlines the opportunity this market
represents going forward. Both our UK direct and International partner business
continue to perform well with especially good growth through partners supporting
our strong recurring revenue.


We are delighted to be working with an experienced team focused on the Asia
Pacific territory and anticipate good growth in this new market. Overall we see
positive demand for multi channel marketing solutions and, in the UK, our direct
sales model combined with our ability to implement solutions in this territory
continues to serve us well competitively and deliver high value clients.'

smartFOCUS Group plc
Chris Underhill, Chief Executive
Neil Thomas, Finance Director Tel: +44 (0)117 943 5800

Buchanan Communications
Lisa Baderoon / James Strong Tel: +44 (0)20 7466 5000

Arbuthnot Securities
Tom Griffiths Tel: +44 (0) 20 7012 2000




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

All buys this morning and a nudge up.

All buys this morning and a nudge up.

SmartFOCUS acquired Email Reaction in May 2006 and now

Email Reaction Ltd says we are recruiting.

There is a tour and lots of information on the website.

http://www2.emailreaction.com/product_tour.asp

http://www2.emailreaction.com/index.asp

Have you found any difficulty in trading this stock, GF?
Have been watching it for a while, but trades are slim & selling when the time comes may be a worry.

Not yet HC and this may make a difference, RNS just out.

it appears we are going upmarket, I d watch out for more purchases from this lot aswell.......

smartFOCUS Group PLC
26 July 2007


For Immediate Release 26 July 2007

smartFOCUS Group PLC

New Significant Investor


smartFOCUS Group plc ('smartFOCUS' or the 'Company'), the international
marketing provider of high performance marketing software, is pleased to
announce that it has been notified today that FORUM Venture Capital GmbH
('Forum') yesterday purchased 18,000,000 ordinary shares of 1p each ('Ordinary
Shares'), representing approximately 19.4 per cent of the Company's issued share
capital.

smartFOCUS also announces that it has been notified today of the following
disposals of Ordinary Shares on 25 July 2007, in order to facilitate Forum's
acquisition of a significant stake in the Company:

Number of Resultant Resultant % of
Ordinary Shares Ordinary issued share
Shareholder sold Shareholding capital

Trivest VCT PLC 8,014,643 - -
Foresight
Technology VCT
PLC 5,263,158 14,629,127 15.8
Jonothon
Butters 3,157,894 3,531,065 3.8


Enquiries: -
smartFOCUS Group plc
Chris Underhill, Chief Executive
Neil Thomas, Finance Director Tel: +44 (0)117 943 5800

Buchanan Communications
Lisa Baderoon Tel: +44 (0)20 7466 5000

Arbuthnot Securities Limited
Tom Griffiths Tel: +44 (0) 20 7012 2000


ENDS

Nice little nudge up as usual.

Just tried to buy some of these online but Selftrade won't play ball. Phone to dealer only. Is this just a friday afternoon condition or the only way to trade this stock, GF?

I got these on line yesterday but today I tried to buy Greatland Gold online and got a message to say I was in a queue I could send my order but I may not get them at the current price. So I had to buy them over the phone. Even then I had to wait while the broker checked with the market.

Hi HC, nope Ive bought all mine online and had no problems.

Might be just the last 2 days where the brokers are overun.

Ive certainly got this one at the very head of my favs just behind Myhomes.

I think it could go on and double this next 12 (excluding market meltdown etc)months and you dont get me usually forecasting like that as Im a real cagey devil and play chances down 99% of the time.

Best of luck with your purchase and remember it as a low beta so it wont fly overnight.

Contract win....

smartFOCUS Group PLC
30 July 2007


For Immediate Release 30 July 2007

smartFOCUS Group plc


smartFOCUS Selected By Cendris


smartANALYZER, smartCAMPAIGNER and smartREPORTER applications enable Cendris to
increase customer campaign effectiveness and response


Bristol, UK, 25 April 2007 30 July 2007 - smartFOCUS, (AIM: STF) ('smartFOCUS'
or the 'Company'), the international marketing software and services group today
announced that it has been selected by Cendris, part of the TNT.NV Group to
provide software to help with its marketing services and data management
offering to its clients.

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

The Intelligent Marketing Application Suite including smartANALYZER,
smartCAMPAIGNER and smartREPORTER applications, will allow Cendris to offer its
clients a wide range of new services, including:


better identification of target recipients

improved understanding of customer behaviour

strengthened links with loyal clients

enhanced multi-channel management and distribution of information


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

Curt Bloom, International Managing Director, smartFOCUS commented:

'The Cendris contract is another example of the broad International appeal of
smartFOCUS solutions providing a comprehensive overview of marketing activity
with direct access to information and reporting which are critical for today's
multi-channel marketers.'

Kees Groenewoud, director Campaign Management from Cendris said:

'Thanks to smartFOCUS, Cendris is becoming a Marketing Service Provider that can
deliver all the end-to-end processes of a marketing campaign, from the
operational delivery right through to enhanced analytics and customer insight'


- Ends -



Enquiries:

smartFOCUS Group plc Tel: +44 (0)117 943 5800

Chris Underhill, Chief Executive

Buchanan Communications

A corker of a day.

The smart ones are already in but plenty of room left for anybody who wants a solid growth story in the making and it could be big very big.

Hi gf,

I bought and sold STF looking at the latest news it seems prematurely! I certainly feel there is huge potential in the Smartfocus marketing software and you just have to look at their impressive client list which you cant ask much more endorsement wise. I know some PI's may have their reservations in investing in Chinese listed stocks but I feel Sinosoft (SFT) another software house which I have invested in has immense potential in the long term. I would advise you to take a look if you havent already done so and let me know what you think?

p.s. good luck with this one not that I think you will need it long term :))

Cheers,

Ian

Ian thanks for that and will have a look at sinsoft when back from holiday monday i think.

Just a few light posts or otherwise her indoors will collar me.

Added a few more yesterday on the fall.

Far too cheap and can see these being 30p come xmas as long as general markets stand up.