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Mediasurface - one to watch?? (MSR)     

Clementine76 - 31 Mar 2005 13:36

Haven't seen anything about this great little company here yet, but its all the rage over on iii and advfn.

They've just sent out an RNS to announce another deal with the Home office (http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNewsPopup.aspx?id=977869&source=RNS), which comes on top of several high profiles wins this ytear alone (http://www.mediasurface.com/news/pressreleases/?view=Standard) - Interconti hotels, AEGON, SSA Global.

Trades are moving fast now.

Thoughts?

Clementine

moneyplus - 31 Mar 2005 15:27 - 2 of 26

Great little company you say---tell us a bit more about it I'm interested. cheers MP

GEOFFREY.R - 31 Mar 2005 17:05 - 3 of 26

Moneyplus look at my thread for Aug 04 it will tell you a bit about this company. I bought the shares when they first floated on the AIM.

moneyplus - 31 Mar 2005 18:08 - 4 of 26

Thanks Geoffrey.

Clementine76 - 01 Apr 2005 10:57 - 5 of 26

Moneyplus

See the iii message boards, its been redhot over there...
http://www.iii.co.uk/investment/detail/?display=discussion&code=cotn%3AMSR.L&submitted=1&it=le

Clementine

Clementine76 - 01 Apr 2005 10:58 - 6 of 26

Oh, and advfn too...

http://www.advfn.com/cmn/fbb/thread.php3?id=7116633

Clementine

Clementine76 - 01 Apr 2005 14:58 - 7 of 26

And just seen this win as well - thats about 3-4 in as many days!!
------------------
RNS Number:4988K
Mediasurface PLC
01 April 2005


Mediasurface plc

Contract Win

Mediasurface plc (the "Company"), the leading AIM listed content management
provider, announces that the Company has won a new contract with Citigroup for
an intranet solution for their Corporate and Investment Banking group across
EMEA. The deal includes Mediasurface Content Management software, support and
our innovative Morello product.

The deal, worth in excess of 500,000 will contribute over 400,000 in this
financial year. This represents a major win for the Company and has considerable
future potential.

1st April 2005

moneyplus - 01 Apr 2005 15:21 - 8 of 26

Thanks Clementine am now following this one. Didn't like the iii board at all--much prefer money am.

Clementine76 - 01 Apr 2005 15:25 - 9 of 26

Hi moneyplus

Glad to help. Have you seen their website too - lotsof info there: http://www.mediasurface.com/news/pressreleases/?view=Standard

Clementine

GEOFFREY.R - 03 Apr 2005 14:49 - 10 of 26

Thought they might have been something in the weekend newspapers about this share, Has anyone seen anything?

Clementine76 - 07 Apr 2005 09:40 - 11 of 26

Geoffrey and all:

Seen this?

Mediasurface Bites the Bullet and Snaps Up SMB Vendor
Thu, 7 Apr 2005

7th April 2005, Newbury, UK: Mediasurface plc, the leading AIM listed content management provider, today announced the acquisition of Class-Act Bv, the Netherlands-based supplier of the Silverbullet content management system. The deal, for the intellectual property of the Silverbullet product and services of its authors, is worth 400,000 euros, made up of part cash and equity.
Silverbullet is a low-cost ASP solution with numerous customers and profitable revenue streams. The company reported revenues of 480,000 euros for the year ending December 04. Based on proven Microsoft technology including a SQL Server database and using .NET technology, Silverbullet allows small to medium-sized organisations to set up a website quickly, at a very low cost, taking advantage of predefined layouts and styles that can be tailored to reflect corporate branding and individual customers' preferences.

This deal allows Mediasurface to cover the full range of customers seeking content management solutions: from low-end to high-end, both through the Silverbullet product and Mediasurface Morello. It also offers Silverbullet customers continuity, enhanced support and infrastructure as well as a clear upgrade path said Stefan van der Horst, Class-Acts CEO.

Lawrence Flynn, CEO of Mediasurface said: This is a proven product in the SMB (Small and Medium Business) space and enables us to penetrate a new marketplace and expand geographically and be profit enhancing. The hosted route is one we have been contemplating for some time now. None of our competitors and no-one else at the high end has yet gone down this route to market. We are an innovative, progressive thinking company and have been first to market with many solutions this is just another example

He continued: There is no conflict of interest between our Morello product and Silverbullet. Cost is the issue that has in the past prevented SMBs from benefiting from reliable content management solutions from the big name vendors. A low priced SMB solution is not something we could have offered based on our current model.

Continued product development of Silverbullet is assured in line with the needs of the marketplace it addresses. Silverbullet, which is likely to be re-named in line with the Mediasurface brand, will be available as a rental solution only, whilst Mediasurface and Morello will only be offered as licensed products.

For full financial details of the deal, please click here (http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNewsPopup.aspx?id=982371&source=RNS)

Clementine

soul traders - 14 Mar 2006 18:25 - 12 of 26

Up 1.5p on turnover of 274,000 shares. Any hints/rumours???

soul traders - 16 Mar 2006 14:04 - 13 of 26

Aha, some good news!

Mediasurface PLC - Re Contract
RNS Number:9137Z
Mediasurface PLC 16 March 2006
Mediasurface plc Re : Contract Win

Mediasurface plc, the leading AIM listed content management provider, announces that the Office of the Deputy Prime Minister (ODPM) has bought Mediasurface v5.3.5. The organisation-wide licence includes Mediasurface Content Management software including Morello, consulting and support. The deal, worth approximately #750,000 in this financial year is the most recent in a number of significant central Government signings and further establishes Mediasurface as key supplier to the Government Sector. The ODPM purchase coincides with the announcement of a new customer, The Immigration and Nationality Directorate and a further licence commitment from the Environment Agency collectively worth #425,000.

16th March 2006

soul traders - 08 Apr 2006 16:11 - 14 of 26

Sold out my tiny holding of MSR this week - not because I have doubts about their future but rather because I have rather good feelings about small-cap oil co's at the moment. Have invested in BLR. I'll be keeping an eye on this one, though.

MaxInvestor - 14 May 2006 20:05 - 15 of 26

This little share is about to breakout IMHO. The market has been waiting for the launch of pepperio to the SME market.

Max

stockdog - 16 Jan 2007 09:00 - 16 of 26

Time to revive this thread - MSR is about to break out it looks like after great annual results and a lot further to go in 2007 - some say profits to double this year. Recently recommended by Tom Bulford on RHPS.

I bought in this morning, but does not yet seem to be showing.

sd

stockdog - 21 Mar 2007 18:18 - 17 of 26

Looks like Gartmore topped up from 8% top 8.838% on Monday.

http://focus.selftrade.co.uk/focus/marketfocus/watchlists/index.html

Or have I read that impossible form wrong?

Why no interest in this stock on here? Stocks up another 18% since last post above.

EWRobson - 19 Apr 2007 20:14 - 18 of 26

sd I wondered where you had been hiding - access method was to find a juicy bone and see who was chewing it. Bought in for my daughter's portfolio but timing not great - I expect some profit taking with (relative) dearth of news. But I understand the sector from my own earlier involvement and I like their customer base, the nature of their contracts, the sell on potential and the software maintenanance revenue. They seem to have a very nice niche with good US potential. I think that they will be seen to have been very much undervalued in a year's time, partly because the nature of the company and cumulative revenues is not properly understood.

Eric

EWRobson - 09 May 2007 13:22 - 19 of 26

Good to see Gartmore adding another 2% to their holding taking them above 10%. They are obviously really positive about the growth pattern. They do seem to have leadership in a significant niche. This could allow continuous long-term growth. a la Sage, or make them a tempting takeover target.

Eric

stockdog - 10 May 2007 10:02 - 20 of 26

How ya keepin', Eric?

Used to be fun on these boards a while back, but don't see so many of the old faces around. Partly my fault for migrating to the other place which takes (wastes!) so much of my time.

Found some interesting stocks over the year, not all of which have been successful, but sloooowwwwlly, I think I am starting to get the hang of what suits my investing personality.
Still in ASC, COH, DGT(!), DEBT(!!) and SEO(!!!) but also in LUP, MYH, MSR, RCG, WNG. Looking for an exit point for my oils which I really do not understand. Very happy with my mines EUM and KMR both due to come on stream this year and looking positive.

If only I could bring myself to operate my stop losses as set, I'd be a lot wealthier by now!

All the best,
sd

EWRobson - 10 May 2007 20:36 - 21 of 26

Hi, my doggy friend - man's best friend, the dog! Don't think Tony Blair has a dog. Queen has lots of dogs.

Not like the old days, is it? The SEO thread still amongst the most active, despite its relative demise. I like this one; still in DGT and ASC plus AZM (of course), BNH and JR. Not so active as little free funds - outgoings tend to exceed income in retirement. Never believed in stop losses anyway; my observation is that the automatic ones kick in at the wrong time and the personally operated ones tend to get over-ridden by 'logic'.

Good piece in Shares today about MSR. Agree thoroughly. The FO example hits the nail on the head: mega licence fees which go straight to the bottom line; significant fees involvement then on-going maintenance and enhancement. At the moment they appear to have a corner of the market and I am not aware of effective competition. They also appear to be very active in product development which will make it very difficult for new entrants. I don't see why the upward trend should persist for some time.

Eric
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