View Future GrowthNext 15 Group 過去の業績過去 基準チェック /06Next 15 Groupは45.6%の年平均成長率で業績を伸ばしているが、Media業界はdecliningで3.3%毎年増加している。売上は成長しており、年平均11.9%の割合である。主要情報45.56%収益成長率45.92%EPS成長率Media 業界の成長-2.36%収益成長率11.93%株主資本利益率-11.27%ネット・マージン-2.48%次回の業績アップデート22 Sep 2026最近の業績更新Reported Earnings • May 24Full year 2026 earnings released: UK£0.15 loss per share (vs UK£0.20 profit in FY 2025)Full year 2026 results: UK£0.15 loss per share (down from UK£0.20 profit in FY 2025). Revenue: UK£617.3m (down 3.4% from FY 2025). Net loss: UK£15.3m (down 174% from profit in FY 2025). Revenue is expected to decline by 8.0% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 3.7%. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.お知らせ • May 23Next 15 Group plc to Report First Half, 2027 Results on Sep 22, 2026Next 15 Group plc announced that they will report first half, 2027 results on Sep 22, 2026お知らせ • Jul 07Next 15 Group plc to Report First Half, 2026 Results on Sep 23, 2025Next 15 Group plc announced that they will report first half, 2026 results on Sep 23, 2025Reported Earnings • Sep 22First half 2025 earnings released: EPS: UK£0.22 (vs UK£0.14 in 1H 2024)First half 2025 results: EPS: UK£0.22 (up from UK£0.14 in 1H 2024). Revenue: UK£364.1m (flat on 1H 2024). Net income: UK£22.1m (up 55% from 1H 2024). Profit margin: 6.1% (up from 3.9% in 1H 2024). Revenue is expected to decline by 10% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 17Full year 2024 earnings released: EPS: UK£0.53 (vs UK£0.017 in FY 2023)Full year 2024 results: EPS: UK£0.53 (up from UK£0.017 in FY 2023). Revenue: UK£734.7m (up 2.0% from FY 2023). Net income: UK£52.9m (up UK£51.3m from FY 2023). Profit margin: 7.2% (up from 0.2% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is expected to decline by 3.3% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.0%. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 24Next 15 Group plc to Report Fiscal Year 2024 Results on Apr 16, 2024Next 15 Group plc announced that they will report fiscal year 2024 results on Apr 16, 2024すべての更新を表示Recent updatesReported Earnings • May 24Full year 2026 earnings released: UK£0.15 loss per share (vs UK£0.20 profit in FY 2025)Full year 2026 results: UK£0.15 loss per share (down from UK£0.20 profit in FY 2025). Revenue: UK£617.3m (down 3.4% from FY 2025). Net loss: UK£15.3m (down 174% from profit in FY 2025). Revenue is expected to decline by 8.0% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 3.7%. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.お知らせ • May 23Next 15 Group plc to Report First Half, 2027 Results on Sep 22, 2026Next 15 Group plc announced that they will report first half, 2027 results on Sep 22, 2026お知らせ • May 22Next 15 Group plc, Annual General Meeting, Jul 08, 2026Next 15 Group plc, Annual General Meeting, Jul 08, 2026. Location: 60 great portland street, w1w 7rt, london United KingdomDeclared Dividend • May 20Final dividend of UK£0.11 announcedShareholders will receive a dividend of UK£0.11. Ex-date: 2nd July 2026 Payment date: 7th August 2026 Dividend yield will be 4.9%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (37% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • Jul 07Next 15 Group plc to Report First Half, 2026 Results on Sep 23, 2025Next 15 Group plc announced that they will report first half, 2026 results on Sep 23, 2025お知らせ • May 07Next 15 Group plc, Annual General Meeting, Jun 26, 2025Next 15 Group plc, Annual General Meeting, Jun 26, 2025. Location: 60 great portland street, w1w 7rt, london United Kingdomお知らせ • Apr 16Next 15 Group plc Appoints Samantha Wren as Senior Independent Non-Executive Director, Effective 1 June 2025Schroder Japan Trust plc has been informed that Samantha Wren, non-executive director and Chair of the Audit and Risk Committee, has been appointed as a senior independent non-executive director of Next 15 Group plc, effective from 1 June 2025.Upcoming Dividend • Oct 11Upcoming dividend of UK£0.048 per shareEligible shareholders must have bought the stock before 17 October 2024. Payment date: 22 November 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.8%).Reported Earnings • Sep 22First half 2025 earnings released: EPS: UK£0.22 (vs UK£0.14 in 1H 2024)First half 2025 results: EPS: UK£0.22 (up from UK£0.14 in 1H 2024). Revenue: UK£364.1m (flat on 1H 2024). Net income: UK£22.1m (up 55% from 1H 2024). Profit margin: 6.1% (up from 3.9% in 1H 2024). Revenue is expected to decline by 10% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.Declared Dividend • Sep 19First half dividend of UK£0.048 announcedShareholders will receive a dividend of UK£0.048. Ex-date: 17th October 2024 Payment date: 22nd November 2024 Dividend yield will be 3.3%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 49% over the next 3 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 44%After last week's 44% share price decline to €5.55, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Media industry in Germany. Total loss to shareholders of 55% over the past three years.New Risk • Sep 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings are forecast to decline by an average of 7.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.New Risk • Sep 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 14% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.お知らせ • May 05+ 1 more updateNext 15 Group plc, Annual General Meeting, Jun 27, 2024Next 15 Group plc, Annual General Meeting, Jun 27, 2024, at 08:30 Coordinated Universal Time. Location: 60 Great Portland Street, London United Kingdom Agenda: To receive the Company’s Annual Report and Accounts for the financial year ended 31 January 2024, together with the reports of the Directors and Auditor; To receive and approve the Directors’ Remuneration Report, as set out on pages 87 to 105 of the Company’s Annual Report and Accounts for the financial year ended 31 January 2024; To declare a final dividend for the financial year ended 31 January 2024 of 10.6p per Ordinary Share payable on 9 August 2024 to shareholders whose names appear on the register of members at the close of business on 5 July 2024.Reported Earnings • Apr 17Full year 2024 earnings released: EPS: UK£0.53 (vs UK£0.017 in FY 2023)Full year 2024 results: EPS: UK£0.53 (up from UK£0.017 in FY 2023). Revenue: UK£734.7m (up 2.0% from FY 2023). Net income: UK£52.9m (up UK£51.3m from FY 2023). Profit margin: 7.2% (up from 0.2% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is expected to decline by 3.3% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.0%. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €10.30, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Media industry in Europe. Total returns to shareholders of 57% over the past three years.お知らせ • Jan 24Next 15 Group plc to Report Fiscal Year 2024 Results on Apr 16, 2024Next 15 Group plc announced that they will report fiscal year 2024 results on Apr 16, 2024Reported Earnings • Sep 27First half 2024 earnings released: EPS: UK£0.14 (vs UK£0.11 loss in 1H 2023)First half 2024 results: EPS: UK£0.14 (up from UK£0.11 loss in 1H 2023). Revenue: UK£364.9m (up 6.9% from 1H 2023). Net income: UK£14.3m (up UK£24.6m from 1H 2023). Profit margin: 3.9% (up from net loss in 1H 2023). Revenue is expected to decline by 3.0% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.7%.お知らせ • Sep 01Next 15 Group plc to Report First Half, 2024 Results on Sep 26, 2023Next 15 Group plc announced that they will report first half, 2024 results on Sep 26, 2023New Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (dividend per share is over 8x earnings per share). Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results.お知らせ • Jul 07Next 15 Group plc Approves Final DividendNext 15 Group plc approved final dividend of 10.1 pence per ordinary share at its Annual General Meeting held on 6 July 2023.Upcoming Dividend • Jun 29Upcoming dividend of UK£0.10 per share at 2.1% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 11 August 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (6.4%).お知らせ • May 17Next 15 Group plc, Annual General Meeting, Jul 06, 2023Next 15 Group plc, Annual General Meeting, Jul 06, 2023, at 10:00 Coordinated Universal Time. Location: 60 Great Portland Street, London United Kingdom Agenda: To receive the Company's Annual Report and Accounts for the financial year ended 31 January 2023, together with the reports of the Directors and Auditor; to receive and approve the Directors' Remuneration Report, as set out on pages 86 to 104 of the Company's Annual Report and Accounts for the financial year ended January 31, 2023; to declare a final dividend for the financial year ended January 31, 2023 of 10.1p per Ordinary Share payable on August 11, 2023 to shareholders whose names appear on the register of members at the close of business on July 7, 2023; and to consider other matters.Reported Earnings • Apr 26Full year 2023 earnings released: EPS: UK£0.017 (vs UK£0.75 loss in FY 2022)Full year 2023 results: EPS: UK£0.017 (up from UK£0.75 loss in FY 2022). Revenue: UK£720.5m (up 53% from FY 2022). Net income: UK£1.62m (up UK£70.8m from FY 2022). Profit margin: 0.2% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.2% growth forecast for the Media industry in Germany.Recent Insider Transactions • Feb 03CEO & Executive Director recently sold €3.6m worth of stockOn the 27th of January, Timothy John Dyson sold around 300k shares on-market at roughly €11.98 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Timothy John's only on-market trade for the last 12 months.Board Change • Feb 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Brown Perriss was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 18Next Fifteen Communications Group plc to Report Fiscal Year 2023 Results on Apr 25, 2023Next Fifteen Communications Group plc announced that they will report fiscal year 2023 results on Apr 25, 2023Board Change • Dec 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Brown Perriss was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Nov 17Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Brown Perriss was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Oct 20Upcoming dividend of UK£0.045 per shareEligible shareholders must have bought the stock before 27 October 2022. Payment date: 25 November 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (9.3%).Reported Earnings • Sep 27First half 2023 earnings released: UK£0.11 loss per share (vs UK£0.031 loss in 1H 2022)First half 2023 results: UK£0.11 loss per share (further deteriorated from UK£0.031 loss in 1H 2022). Revenue: UK£341.2m (up 64% from 1H 2022). Net loss: UK£10.3m (loss widened 263% from 1H 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany.お知らせ • Sep 27Next Fifteen Communications Group plc Announces Interim Dividend for the Six Months Ended July 31, 2022, Payable on 25 November 2022Next Fifteen Communications Group plc announced interim dividend of 4.5p per share as compared to 3.6p per share for the six months ended July 31, 2022. The dividend will be paid on 25 November 2022 to shareholders listed on the register of members on 28 October 2022. Shares will go ex-dividend on 27 October 2022. The last date for DRIP elections to be returned to the registrar is 4 November 2022.お知らせ • Jul 16+ 1 more updateNext Fifteen Communications Group plc to Report Fiscal Year 2023 Results on May 18, 2023Next Fifteen Communications Group plc announced that they will report fiscal year 2023 results on May 18, 2023Board Change • Jul 15Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Brown Perriss was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jun 30Upcoming dividend of UK£0.084 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 12 August 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (7.8%).お知らせ • Jun 25Next Fifteen Communications Group plc Approves Final DividendNext Fifteen Communications Group plc approved final dividend of 8.4 pence per ordinary share.お知らせ • Jun 24Next Fifteen Communications Group plc Appoints Paul E. Butler as Non-Executive DirectorNext Fifteen Communications Group plc announced that Paul E. Butler has been appointed as a Non-Executive Director with immediate effect. Paul’s appointment adds further US experience and complementary skills to the Board. Paul is an expert in business development, strategy, and operations, with more than 20 years of experience in the media, entertainment, and consulting industries. He is currently President & Chief Transformation Officer at New America, a U.S.-based think tank founded in 1999. Before this, he was Chief Operating Officer at sparks & honey, the Omnicom-owned cultural intelligence consultancy.お知らせ • May 21Next Fifteen Communications Group plc (AIM:NFC) made an offer to acquire M&C Saatchi plc (AIM:SAA) from AdvancedAdvT Limited (LSE:ADVT), Independent Directors and others approximately £300 million.Next Fifteen Communications Group plc (AIM:NFC) signed an agreement to acquire M&C Saatchi plc (AIM:SAA) from AdvancedAdvT Limited (LSE:ADVT), Independent Directors and others for approximately £300 million on May 20, 2022. Under the terms, Next Fifteen will issue 0.1637 of New Next Fifteen Share for each M&C Saatchi Share and will pay £0.4 in cash, values M&C Saatchi at approximately £310.1 million on a fully diluted basis. The deal will be effected by means of a court sanctioned scheme of arrangement. Following completion of the Acquisition, M&C Saatchi Shareholders will own approximately 17.3% of the Enlarged Group on a fully diluted basis. M&C Saatchi into the Enlarged Group, led by an integration team comprised of key Next Fifteen and M&C Saatchi personnel. The Enlarged Group would provide further opportunities for M&C Saatchi and Next Fifteen to continue to hire and retain the best talent. The M&C Saatchi Independent Directors are recommending the terms of the Acquisition and consider it superior to the terms of the AdvancedAdvT Limited Offer which they have unanimously rejected. Accordingly the M&C Saatchi Independent Directors urge M&C Saatchi Shareholders to take no action in respect of the ADV Offer. M&C Saatchi Independent Directors intend unanimously to recommend that M&C Saatchi Shareholders vote in favor of the Scheme at the M&C Saatchi Court Meeting and the resolutions relating to the Acquisition. The Next Fifteen Directors consider the Acquisition to be in the best interests of Next Fifteen and the Next Fifteen Shareholders as a whole and intend unanimously to recommend that Next Fifteen Shareholders vote in favor of the resolution. Therefore, the acquisition is subject to conditions, including the approval of the Scheme by the Scheme Shareholders, the sanction of the Scheme by the Court, the approval of Next Fifteen Shareholders, UK Competition and Markets Authority, merger control approval, regulatory approvals under the UK National Security and Investment Act 2021, Committee on Foreign Investment in the United States regime, the Australian foreign investment regulatory framework, applicable requirements of the Takeover Code, the Panel, the London Stock Exchange and the Financial Conduct Authority. The Scheme is expected to become effective in the second half of 2022. The transaction is expected to be an earnings accretive. John Craven, Jonathan Coddington and Douglas Gilmour of Smith Square Partners LLP and Mark Lander and Hugo Rubinstein of Numis Securities Limited acted as financial advisors to Next Fifteen. Stuart Ord, Nick Westlake, Iqra Amin and Gary Barford of Numis Securities Limited and Neil Patel, Tim Medak, Mark Harrison, and Benjamin Cryer of Liberum Capital Limited acted as financial advisors and BDO LLP acted as accountant to M&C Saatchi. Ashurst LLP and CMS Cameron McKenna Nabarro Olswang LLP acted as legal advisors to Next Fifteen and M&C Saatchi, respectively. Link Group acted as registrar to Next Fifteen. Computershare Investor Services PLC acted as registrar to M&C Saatchi.Board Change • May 04Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Brown Perriss was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 07Less than half of directors are independentFollowing COO & Director Jonathan Peachey's arrival on 01 April 2022, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Brown Perriss was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 06Full year 2022 earnings released: UK£0.75 loss per share (vs UK£0.055 loss in FY 2021)Full year 2022 results: UK£0.75 loss per share (down from UK£0.055 loss in FY 2021). Revenue: UK£470.1m (up 45% from FY 2021). Net loss: UK£69.2m (loss widened UK£64.3m from FY 2021). Over the next year, revenue is forecast to grow 12%, compared to a 8.4% growth forecast for the industry in Germany.お知らせ • Mar 29Next Fifteen Communications Group plc Announces Directorate ChangeNext Fifteen Communications Group plc announced that it has appointed Dianna Jones as a Non-Executive Director with effective April 6, 2022. In addition, Jonathan Peachey, Next Fifteen’s Chief Operating Officer, will also be joining the Board from the same date.お知らせ • Mar 05Next Fifteen Communications Group plc (AIM:NFC) agreed to acquire Engine Group Ltd for an enterprise value of £77.5 million.Next Fifteen Communications Group plc (AIM:NFC) agreed to acquire Engine Group Ltd for an enterprise value of £77.5 million on March 3, 2022.Buying Opportunity • Feb 24Now 22% undervaluedOver the last 90 days, the stock is up 4.8%. The fair value is estimated to be UK£16.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. The company became loss making over the last 3 years.お知らせ • Feb 22Next Fifteen Confirms Talks to Buy Engine Group's UK OperationsNext Fifteen Communications Group plc (AIM:NFC) said on February 21, 2022 it was in advanced talks to buy rival Engine Group, Inc.’s British operations. Next Fifteen did not provide any further details. Sky News reporter Mark Kleinman had tweeted on February 20, 2022 about the talks over a potential deal, and said Next Fifteen planned to partly fund the acquisition by selling new shares.お知らせ • Feb 21Next Fifteen Reportedly in Advanced Talks to Acquire Engine Group's British OperationsDigital marketing group Next Fifteen Communications Group plc (AIM:NFC) is in advanced talks to acquire rival Engine Group, Inc.'s British operations, Sky News reporter Mark Kleinman tweeted. Next Fifteen Communications plans to partly fund the deal by selling new shares, Kleinman’s tweet added.お知らせ • Feb 01+ 1 more updateNext Fifteen Communications Group plc Provides Group Revenue Guidance for the Three Month and Year Ended January 31, 2022Next Fifteen Communications Group plc provided group revenue guidance for the three month and year ended January 31, 2022. For the three-month period to 31 January 2022, the Group’s total revenues are expected to be up by approximately 34% compared with the same period last year, with organic revenue growth of 24%.This will result in revenues for the year to 31 January 2022 being up 34% in total, with organic revenue growth of 24%.Buying Opportunity • Jan 25Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be UK£16.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. The company became loss making over the last 3 years.Upcoming Dividend • Oct 21Upcoming dividend of UK£0.036 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 26 November 2021. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.9%).Recent Insider Transactions • Oct 16CEO & Executive Director recently sold €1.0m worth of stockOn the 14th of October, Timothy John Dyson sold around 78k shares on-market at roughly €13.40 per share. This was the largest sale by an insider in the last 3 months. This was Timothy John's only on-market trade for the last 12 months.Reported Earnings • Sep 30First half 2022 earnings released: UK£0.031 loss per share (vs UK£0.038 loss in 1H 2021)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2022 results: Revenue: UK£208.8m (up 36% from 1H 2021). Net loss: UK£2.84m (loss narrowed 15% from 1H 2021).Reported Earnings • May 04Full year 2021 earnings released: UK£0.055 loss per share (vs UK£0.027 profit in FY 2020)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: UK£323.7m (up 7.6% from FY 2020). Net loss: UK£4.94m (down 318% from profit in FY 2020).Reported Earnings • Apr 15Full year 2021 earnings released: UK£0.055 loss per share (vs UK£0.027 profit in FY 2020)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: UK£323.7m (up 7.6% from FY 2020). Net loss: UK£4.94m (down 318% from profit in FY 2020).収支内訳Next 15 Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:8LS 収益、費用、利益 ( )GBP Millions日付収益収益G+A経費研究開発費31 Jan 26617-150031 Jul 25690160030 Apr 25710280031 Jan 25639210031 Oct 24732500031 Jul 24734610030 Apr 24734570031 Jan 24735530031 Oct 23739400031 Jul 23744260030 Apr 23732140031 Jan 2372120031 Oct 22662-380031 Jul 22603-770030 Apr 22536-730031 Jan 22470-690031 Oct 21425-370031 Jul 21379-40030 Apr 21351-50031 Jan 21324-50031 Oct 20316-40031 Jul 20309-20030 Apr 2030500031 Jan 2030120031 Oct 1929550031 Jul 1929070030 Apr 19281110031 Jan 19272140031 Oct 18263130031 Jul 18253130030 Apr 18244110031 Jan 1823490031 Oct 1721650031 Jul 1719920030 Apr 1718520031 Jan 1717110031 Oct 1616020031 Jul 1614840030 Apr 1613940031 Jan 1613040031 Jul 15115800質の高い収益: 8LSは現在利益が出ていません。利益率の向上: 8LSは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 8LSは利益を出していないが、過去 5 年間で年間45.6%の割合で損失を削減してきた。成長の加速: 8LSの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: 8LSは利益が出ていないため、過去 1 年間の収益成長をMedia業界 ( -10.9% ) と比較することは困難です。株主資本利益率高いROE: 8LSは現在利益が出ていないため、自己資本利益率 ( -11.27% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMedia 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/27 09:26終値2026/05/27 00:00収益2026/01/31年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Next 15 Group plc 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関William LarwoodBerenbergIain DalyCanaccord GenuityCaspar James ErskineCGS International7 その他のアナリストを表示
Reported Earnings • May 24Full year 2026 earnings released: UK£0.15 loss per share (vs UK£0.20 profit in FY 2025)Full year 2026 results: UK£0.15 loss per share (down from UK£0.20 profit in FY 2025). Revenue: UK£617.3m (down 3.4% from FY 2025). Net loss: UK£15.3m (down 174% from profit in FY 2025). Revenue is expected to decline by 8.0% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 3.7%. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
お知らせ • May 23Next 15 Group plc to Report First Half, 2027 Results on Sep 22, 2026Next 15 Group plc announced that they will report first half, 2027 results on Sep 22, 2026
お知らせ • Jul 07Next 15 Group plc to Report First Half, 2026 Results on Sep 23, 2025Next 15 Group plc announced that they will report first half, 2026 results on Sep 23, 2025
Reported Earnings • Sep 22First half 2025 earnings released: EPS: UK£0.22 (vs UK£0.14 in 1H 2024)First half 2025 results: EPS: UK£0.22 (up from UK£0.14 in 1H 2024). Revenue: UK£364.1m (flat on 1H 2024). Net income: UK£22.1m (up 55% from 1H 2024). Profit margin: 6.1% (up from 3.9% in 1H 2024). Revenue is expected to decline by 10% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 17Full year 2024 earnings released: EPS: UK£0.53 (vs UK£0.017 in FY 2023)Full year 2024 results: EPS: UK£0.53 (up from UK£0.017 in FY 2023). Revenue: UK£734.7m (up 2.0% from FY 2023). Net income: UK£52.9m (up UK£51.3m from FY 2023). Profit margin: 7.2% (up from 0.2% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is expected to decline by 3.3% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.0%. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 24Next 15 Group plc to Report Fiscal Year 2024 Results on Apr 16, 2024Next 15 Group plc announced that they will report fiscal year 2024 results on Apr 16, 2024
Reported Earnings • May 24Full year 2026 earnings released: UK£0.15 loss per share (vs UK£0.20 profit in FY 2025)Full year 2026 results: UK£0.15 loss per share (down from UK£0.20 profit in FY 2025). Revenue: UK£617.3m (down 3.4% from FY 2025). Net loss: UK£15.3m (down 174% from profit in FY 2025). Revenue is expected to decline by 8.0% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 3.7%. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
お知らせ • May 23Next 15 Group plc to Report First Half, 2027 Results on Sep 22, 2026Next 15 Group plc announced that they will report first half, 2027 results on Sep 22, 2026
お知らせ • May 22Next 15 Group plc, Annual General Meeting, Jul 08, 2026Next 15 Group plc, Annual General Meeting, Jul 08, 2026. Location: 60 great portland street, w1w 7rt, london United Kingdom
Declared Dividend • May 20Final dividend of UK£0.11 announcedShareholders will receive a dividend of UK£0.11. Ex-date: 2nd July 2026 Payment date: 7th August 2026 Dividend yield will be 4.9%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (37% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • Jul 07Next 15 Group plc to Report First Half, 2026 Results on Sep 23, 2025Next 15 Group plc announced that they will report first half, 2026 results on Sep 23, 2025
お知らせ • May 07Next 15 Group plc, Annual General Meeting, Jun 26, 2025Next 15 Group plc, Annual General Meeting, Jun 26, 2025. Location: 60 great portland street, w1w 7rt, london United Kingdom
お知らせ • Apr 16Next 15 Group plc Appoints Samantha Wren as Senior Independent Non-Executive Director, Effective 1 June 2025Schroder Japan Trust plc has been informed that Samantha Wren, non-executive director and Chair of the Audit and Risk Committee, has been appointed as a senior independent non-executive director of Next 15 Group plc, effective from 1 June 2025.
Upcoming Dividend • Oct 11Upcoming dividend of UK£0.048 per shareEligible shareholders must have bought the stock before 17 October 2024. Payment date: 22 November 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.8%).
Reported Earnings • Sep 22First half 2025 earnings released: EPS: UK£0.22 (vs UK£0.14 in 1H 2024)First half 2025 results: EPS: UK£0.22 (up from UK£0.14 in 1H 2024). Revenue: UK£364.1m (flat on 1H 2024). Net income: UK£22.1m (up 55% from 1H 2024). Profit margin: 6.1% (up from 3.9% in 1H 2024). Revenue is expected to decline by 10% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
Declared Dividend • Sep 19First half dividend of UK£0.048 announcedShareholders will receive a dividend of UK£0.048. Ex-date: 17th October 2024 Payment date: 22nd November 2024 Dividend yield will be 3.3%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 49% over the next 3 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 44%After last week's 44% share price decline to €5.55, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Media industry in Germany. Total loss to shareholders of 55% over the past three years.
New Risk • Sep 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings are forecast to decline by an average of 7.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
New Risk • Sep 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 14% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
お知らせ • May 05+ 1 more updateNext 15 Group plc, Annual General Meeting, Jun 27, 2024Next 15 Group plc, Annual General Meeting, Jun 27, 2024, at 08:30 Coordinated Universal Time. Location: 60 Great Portland Street, London United Kingdom Agenda: To receive the Company’s Annual Report and Accounts for the financial year ended 31 January 2024, together with the reports of the Directors and Auditor; To receive and approve the Directors’ Remuneration Report, as set out on pages 87 to 105 of the Company’s Annual Report and Accounts for the financial year ended 31 January 2024; To declare a final dividend for the financial year ended 31 January 2024 of 10.6p per Ordinary Share payable on 9 August 2024 to shareholders whose names appear on the register of members at the close of business on 5 July 2024.
Reported Earnings • Apr 17Full year 2024 earnings released: EPS: UK£0.53 (vs UK£0.017 in FY 2023)Full year 2024 results: EPS: UK£0.53 (up from UK£0.017 in FY 2023). Revenue: UK£734.7m (up 2.0% from FY 2023). Net income: UK£52.9m (up UK£51.3m from FY 2023). Profit margin: 7.2% (up from 0.2% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is expected to decline by 3.3% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.0%. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €10.30, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Media industry in Europe. Total returns to shareholders of 57% over the past three years.
お知らせ • Jan 24Next 15 Group plc to Report Fiscal Year 2024 Results on Apr 16, 2024Next 15 Group plc announced that they will report fiscal year 2024 results on Apr 16, 2024
Reported Earnings • Sep 27First half 2024 earnings released: EPS: UK£0.14 (vs UK£0.11 loss in 1H 2023)First half 2024 results: EPS: UK£0.14 (up from UK£0.11 loss in 1H 2023). Revenue: UK£364.9m (up 6.9% from 1H 2023). Net income: UK£14.3m (up UK£24.6m from 1H 2023). Profit margin: 3.9% (up from net loss in 1H 2023). Revenue is expected to decline by 3.0% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.7%.
お知らせ • Sep 01Next 15 Group plc to Report First Half, 2024 Results on Sep 26, 2023Next 15 Group plc announced that they will report first half, 2024 results on Sep 26, 2023
New Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (dividend per share is over 8x earnings per share). Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results.
お知らせ • Jul 07Next 15 Group plc Approves Final DividendNext 15 Group plc approved final dividend of 10.1 pence per ordinary share at its Annual General Meeting held on 6 July 2023.
Upcoming Dividend • Jun 29Upcoming dividend of UK£0.10 per share at 2.1% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 11 August 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (6.4%).
お知らせ • May 17Next 15 Group plc, Annual General Meeting, Jul 06, 2023Next 15 Group plc, Annual General Meeting, Jul 06, 2023, at 10:00 Coordinated Universal Time. Location: 60 Great Portland Street, London United Kingdom Agenda: To receive the Company's Annual Report and Accounts for the financial year ended 31 January 2023, together with the reports of the Directors and Auditor; to receive and approve the Directors' Remuneration Report, as set out on pages 86 to 104 of the Company's Annual Report and Accounts for the financial year ended January 31, 2023; to declare a final dividend for the financial year ended January 31, 2023 of 10.1p per Ordinary Share payable on August 11, 2023 to shareholders whose names appear on the register of members at the close of business on July 7, 2023; and to consider other matters.
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: UK£0.017 (vs UK£0.75 loss in FY 2022)Full year 2023 results: EPS: UK£0.017 (up from UK£0.75 loss in FY 2022). Revenue: UK£720.5m (up 53% from FY 2022). Net income: UK£1.62m (up UK£70.8m from FY 2022). Profit margin: 0.2% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.2% growth forecast for the Media industry in Germany.
Recent Insider Transactions • Feb 03CEO & Executive Director recently sold €3.6m worth of stockOn the 27th of January, Timothy John Dyson sold around 300k shares on-market at roughly €11.98 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Timothy John's only on-market trade for the last 12 months.
Board Change • Feb 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Brown Perriss was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 18Next Fifteen Communications Group plc to Report Fiscal Year 2023 Results on Apr 25, 2023Next Fifteen Communications Group plc announced that they will report fiscal year 2023 results on Apr 25, 2023
Board Change • Dec 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Brown Perriss was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Nov 17Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Brown Perriss was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Oct 20Upcoming dividend of UK£0.045 per shareEligible shareholders must have bought the stock before 27 October 2022. Payment date: 25 November 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (9.3%).
Reported Earnings • Sep 27First half 2023 earnings released: UK£0.11 loss per share (vs UK£0.031 loss in 1H 2022)First half 2023 results: UK£0.11 loss per share (further deteriorated from UK£0.031 loss in 1H 2022). Revenue: UK£341.2m (up 64% from 1H 2022). Net loss: UK£10.3m (loss widened 263% from 1H 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany.
お知らせ • Sep 27Next Fifteen Communications Group plc Announces Interim Dividend for the Six Months Ended July 31, 2022, Payable on 25 November 2022Next Fifteen Communications Group plc announced interim dividend of 4.5p per share as compared to 3.6p per share for the six months ended July 31, 2022. The dividend will be paid on 25 November 2022 to shareholders listed on the register of members on 28 October 2022. Shares will go ex-dividend on 27 October 2022. The last date for DRIP elections to be returned to the registrar is 4 November 2022.
お知らせ • Jul 16+ 1 more updateNext Fifteen Communications Group plc to Report Fiscal Year 2023 Results on May 18, 2023Next Fifteen Communications Group plc announced that they will report fiscal year 2023 results on May 18, 2023
Board Change • Jul 15Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Brown Perriss was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jun 30Upcoming dividend of UK£0.084 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 12 August 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (7.8%).
お知らせ • Jun 25Next Fifteen Communications Group plc Approves Final DividendNext Fifteen Communications Group plc approved final dividend of 8.4 pence per ordinary share.
お知らせ • Jun 24Next Fifteen Communications Group plc Appoints Paul E. Butler as Non-Executive DirectorNext Fifteen Communications Group plc announced that Paul E. Butler has been appointed as a Non-Executive Director with immediate effect. Paul’s appointment adds further US experience and complementary skills to the Board. Paul is an expert in business development, strategy, and operations, with more than 20 years of experience in the media, entertainment, and consulting industries. He is currently President & Chief Transformation Officer at New America, a U.S.-based think tank founded in 1999. Before this, he was Chief Operating Officer at sparks & honey, the Omnicom-owned cultural intelligence consultancy.
お知らせ • May 21Next Fifteen Communications Group plc (AIM:NFC) made an offer to acquire M&C Saatchi plc (AIM:SAA) from AdvancedAdvT Limited (LSE:ADVT), Independent Directors and others approximately £300 million.Next Fifteen Communications Group plc (AIM:NFC) signed an agreement to acquire M&C Saatchi plc (AIM:SAA) from AdvancedAdvT Limited (LSE:ADVT), Independent Directors and others for approximately £300 million on May 20, 2022. Under the terms, Next Fifteen will issue 0.1637 of New Next Fifteen Share for each M&C Saatchi Share and will pay £0.4 in cash, values M&C Saatchi at approximately £310.1 million on a fully diluted basis. The deal will be effected by means of a court sanctioned scheme of arrangement. Following completion of the Acquisition, M&C Saatchi Shareholders will own approximately 17.3% of the Enlarged Group on a fully diluted basis. M&C Saatchi into the Enlarged Group, led by an integration team comprised of key Next Fifteen and M&C Saatchi personnel. The Enlarged Group would provide further opportunities for M&C Saatchi and Next Fifteen to continue to hire and retain the best talent. The M&C Saatchi Independent Directors are recommending the terms of the Acquisition and consider it superior to the terms of the AdvancedAdvT Limited Offer which they have unanimously rejected. Accordingly the M&C Saatchi Independent Directors urge M&C Saatchi Shareholders to take no action in respect of the ADV Offer. M&C Saatchi Independent Directors intend unanimously to recommend that M&C Saatchi Shareholders vote in favor of the Scheme at the M&C Saatchi Court Meeting and the resolutions relating to the Acquisition. The Next Fifteen Directors consider the Acquisition to be in the best interests of Next Fifteen and the Next Fifteen Shareholders as a whole and intend unanimously to recommend that Next Fifteen Shareholders vote in favor of the resolution. Therefore, the acquisition is subject to conditions, including the approval of the Scheme by the Scheme Shareholders, the sanction of the Scheme by the Court, the approval of Next Fifteen Shareholders, UK Competition and Markets Authority, merger control approval, regulatory approvals under the UK National Security and Investment Act 2021, Committee on Foreign Investment in the United States regime, the Australian foreign investment regulatory framework, applicable requirements of the Takeover Code, the Panel, the London Stock Exchange and the Financial Conduct Authority. The Scheme is expected to become effective in the second half of 2022. The transaction is expected to be an earnings accretive. John Craven, Jonathan Coddington and Douglas Gilmour of Smith Square Partners LLP and Mark Lander and Hugo Rubinstein of Numis Securities Limited acted as financial advisors to Next Fifteen. Stuart Ord, Nick Westlake, Iqra Amin and Gary Barford of Numis Securities Limited and Neil Patel, Tim Medak, Mark Harrison, and Benjamin Cryer of Liberum Capital Limited acted as financial advisors and BDO LLP acted as accountant to M&C Saatchi. Ashurst LLP and CMS Cameron McKenna Nabarro Olswang LLP acted as legal advisors to Next Fifteen and M&C Saatchi, respectively. Link Group acted as registrar to Next Fifteen. Computershare Investor Services PLC acted as registrar to M&C Saatchi.
Board Change • May 04Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Brown Perriss was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 07Less than half of directors are independentFollowing COO & Director Jonathan Peachey's arrival on 01 April 2022, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Brown Perriss was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 06Full year 2022 earnings released: UK£0.75 loss per share (vs UK£0.055 loss in FY 2021)Full year 2022 results: UK£0.75 loss per share (down from UK£0.055 loss in FY 2021). Revenue: UK£470.1m (up 45% from FY 2021). Net loss: UK£69.2m (loss widened UK£64.3m from FY 2021). Over the next year, revenue is forecast to grow 12%, compared to a 8.4% growth forecast for the industry in Germany.
お知らせ • Mar 29Next Fifteen Communications Group plc Announces Directorate ChangeNext Fifteen Communications Group plc announced that it has appointed Dianna Jones as a Non-Executive Director with effective April 6, 2022. In addition, Jonathan Peachey, Next Fifteen’s Chief Operating Officer, will also be joining the Board from the same date.
お知らせ • Mar 05Next Fifteen Communications Group plc (AIM:NFC) agreed to acquire Engine Group Ltd for an enterprise value of £77.5 million.Next Fifteen Communications Group plc (AIM:NFC) agreed to acquire Engine Group Ltd for an enterprise value of £77.5 million on March 3, 2022.
Buying Opportunity • Feb 24Now 22% undervaluedOver the last 90 days, the stock is up 4.8%. The fair value is estimated to be UK£16.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. The company became loss making over the last 3 years.
お知らせ • Feb 22Next Fifteen Confirms Talks to Buy Engine Group's UK OperationsNext Fifteen Communications Group plc (AIM:NFC) said on February 21, 2022 it was in advanced talks to buy rival Engine Group, Inc.’s British operations. Next Fifteen did not provide any further details. Sky News reporter Mark Kleinman had tweeted on February 20, 2022 about the talks over a potential deal, and said Next Fifteen planned to partly fund the acquisition by selling new shares.
お知らせ • Feb 21Next Fifteen Reportedly in Advanced Talks to Acquire Engine Group's British OperationsDigital marketing group Next Fifteen Communications Group plc (AIM:NFC) is in advanced talks to acquire rival Engine Group, Inc.'s British operations, Sky News reporter Mark Kleinman tweeted. Next Fifteen Communications plans to partly fund the deal by selling new shares, Kleinman’s tweet added.
お知らせ • Feb 01+ 1 more updateNext Fifteen Communications Group plc Provides Group Revenue Guidance for the Three Month and Year Ended January 31, 2022Next Fifteen Communications Group plc provided group revenue guidance for the three month and year ended January 31, 2022. For the three-month period to 31 January 2022, the Group’s total revenues are expected to be up by approximately 34% compared with the same period last year, with organic revenue growth of 24%.This will result in revenues for the year to 31 January 2022 being up 34% in total, with organic revenue growth of 24%.
Buying Opportunity • Jan 25Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be UK£16.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. The company became loss making over the last 3 years.
Upcoming Dividend • Oct 21Upcoming dividend of UK£0.036 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 26 November 2021. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.9%).
Recent Insider Transactions • Oct 16CEO & Executive Director recently sold €1.0m worth of stockOn the 14th of October, Timothy John Dyson sold around 78k shares on-market at roughly €13.40 per share. This was the largest sale by an insider in the last 3 months. This was Timothy John's only on-market trade for the last 12 months.
Reported Earnings • Sep 30First half 2022 earnings released: UK£0.031 loss per share (vs UK£0.038 loss in 1H 2021)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2022 results: Revenue: UK£208.8m (up 36% from 1H 2021). Net loss: UK£2.84m (loss narrowed 15% from 1H 2021).
Reported Earnings • May 04Full year 2021 earnings released: UK£0.055 loss per share (vs UK£0.027 profit in FY 2020)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: UK£323.7m (up 7.6% from FY 2020). Net loss: UK£4.94m (down 318% from profit in FY 2020).
Reported Earnings • Apr 15Full year 2021 earnings released: UK£0.055 loss per share (vs UK£0.027 profit in FY 2020)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: UK£323.7m (up 7.6% from FY 2020). Net loss: UK£4.94m (down 318% from profit in FY 2020).