For Communisis (CMS), business is all about delivering the message, whether that be a utility bill or Facebook campaign for Tesco. In the first half, the message was all about growth. Underlying revenue jumped more than a quarter to £116m, with adjusted earnings per share up 18 per cent to 1.75p. Broker Cenkos expects 5p for the full year, up from 4.2p in 2013.
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The growth is being driven by a big new 10-year contract with Lloyds Bank and rapid international expansion. Overseas revenues now make up almost a fifth of the group total, up from almost nothing a few years ago.