Datatec Share Discussion Threads

[johnmp] 16/1/2006 11:56

IJ,

holding DTC does that to you?

John

[investorjon] 16/1/2006 09:56

John: Is that speaking from experience? It's a hard life isn't it!

[johnmp] 16/1/2006 08:59

he must have stood on an ant sometime, should file for that. Difficult to get anal penetration on an ant though?

[investorjon] 16/1/2006 08:42

On that one you just have to feel sorry for MJ. he might be a weirdo, but failing that I'm thinking about a lawsuit as I'm sure he did the cat!

[davidcod] 16/1/2006 08:27

re post 163.

what is the world coming to? stinks of desperation and highly laughable too.

[garysmith7] 15/1/2006 18:46

I can't understand why ITV has not shown the Michael Jackson Documentary. You would have though they would wanted to capitalise on his popularity before it faded.

Just checked out yahoo top searches of 2005 and not surprisingly MJ featured highly.

Number 1 celebrity search in Australia

Number 8 in the UK

number 3 news search in the US

[garysmith7] 14/1/2006 12:15

I.J. I agree that now seems to be a better time to buy than at any point in the last two years.

The shape of the company has changed and CH % shareholding and influence has been reduced significantly so he is no longer the dominant shareholder.
The strategy is coming together, the market for content is exploding and the influx of heavyweight talent especially one of the biggest media figures in David Elstein means I expect DTC will start to deliver....soon :)

[investorjon] 14/1/2006 12:02

Gary: First rate and quality productions....One thing is holding DTC back....it's past failure to deliver.

Mind you, when is the best place to buy shares...when it has delivered or when you think it is going to.

I'm purchasing more, straight into the sipp

post 86 of 160 shows that the code is in operation now.

[garysmith7] 14/1/2006 11:55

The staff at Box seem to have impressive CV's (and are locked in for 3 years)

For instance Gub Neal co created Cracker as well as casting Robbie Coltrain and producing the first episodes.

[inkitin] 14/1/2006 11:53

Gary

This is also interesting

[garysmith7] 14/1/2006 11:50

If you are bored here's a long piece on the BBC's code and how it assigns rights.

This bit seems relevant

"3.3 All commercial exploitation rights will be retained by the independent producer."

3.4 The BBC expects to share in the net revenue arising from this exploitation on an agreed basis through individual negotiation in order to deliver value back to the licence fee payer and as an acknowledgement of the added value that the BBC makes to the programme.

[investorjon] 14/1/2006 09:13

Michael: Yes that's what I thought. The only problem with Sweeney Todd though is it appears the DVD belongs to the BBC, as its being distributed by Woolworths joint venture with the BBC 2Entertain. Mind you this DOES NOT indicate that DTC are getting nothing from it, as it may mean DTC get royalties, but I just don't know that and no doubt someone will tell us eventually.

I came to a similar conclusion though about the lack of profitability of BoxTV, as the profits may have been non existent because of work in hand, but in any event I like what I see on the production front.

In general I like what I see happening at DTC now with some exceptions I have already mentioned, but where I'm surprised we don't get more feedback on, i.e. performance of MusicSuite.

You may get the impression that I am more bullish (that's BULLISH not talking something that sounds similar), and you would be totally right.

Also note that some people on this board were pleased at the lock in of the new shareholders from the acquisition, which may be OK at first sight. Personally, I'm pleased we have two new Directors that have no real affiliation to any one person, and where if it all goes well, I'd like to think that by then they would have no need to think about disposing of their shares, recognising they could do much better on the long term hold, making their penny shares worth millions and then being Directors of a thriving multi million pound profitable company, where dividends yearly for the future could be worth more than the current share price and rise yearly!

[michaelmouse] 14/1/2006 08:56

IJ - Interesting comment about the revenues from 'Sweeney Todd' and 'Wind in the Willows'. Since Box t.v's turnover and profit were singularly unimpressive last year I suspect that revenues from these productions will show up during the current financial year i.e. on DTC's accounts. The purchase price of Box would then make far more sense and CH's assertion that the acquistions would be earnings enhancing in their first full year then makes perfect sense.

[investorjon] 13/1/2006 22:41

POKER: It was delayed because of a lack of sponsors and players. Just hope it doesn't cost DTC too much. It wasn't profit though it was turnover, and where DTC would never have owned it. What will be interesting is to see if there are any Board changes soon, as I do think that if you have an accident prone CEO (and not just the poker, which after all is his 'baby' ownership and all) that underperforms then sooner or later you have a different CEO. Mind you I don't think I can be accused of not making warnings about it and the manner of its being. I just hope that DTC don't cough up as sponsors just to get it going! I'd rather see it as a wake up call to encourage CH if he is allowed to stay to concentrate on DTC proper, but even his production skills are not quite as crucial now, with Box TV, but we've been there before, so when I seem unworried by the poker situation its because I never believed it would deliver and didn't like the way it was set up to deliver in the first place. It's no secret that I feel that DTC would be better without CH and especially so now and not many people could see the decline of a company over a five year period and still stay in the job, still get paid, and it's only the last few months with DE's influence that things are picking up. The difference is that at one time if CH had left, the share price would have plummmeted, with a void to be filled, whereas now I think the share price would rise and BoxTV proves there is talent for the production. I've exhausted my comments on that one and I'm not going to be distracted by the really good stuff happening at DTC which I believe will make the poker problem pale into insignificance, but where delays must have cost DTC, but perhaps a valuable lesson.

What's the score with Wind in the Willows, do we actually get the money for that one, as I know people have commented that perhaps DTC don't get payments for the Sweeney Todd program, but looking at the contractual situation with people like the Beeb there must be something in it for DTC, and in any event with productions like 'Sweeney Todd' it does with respect leave some of the other ongoing productions in its wake and will, I am certain lead to even more prestigious programs and awards and PROFITS.

Think it does show the value of the acquisitions in a better light now with regards to what we paid, but where their true worth is greater than the sums paid for what looked like expensive purchases in isolation.

Looking at the AIM market, I think michael is right though. A lot of the AIM market is too expensive for the hope value that exists in the share price I can't say that of DTC. After the acquisitions I have never felt as confident as I do now that the shares are undervalued, and could really be the best investment out there. I rate them as a very strong buy.

Take a look at the market, there are AIM shares where prices don't reflect value, but I think DTC is bumping around on the bottom, but based on the premise of yesterday's DTC and it isn't it's a radically different and better company that with the proper hand on the rudder will produce stunning performance and where there is the definite sign of another's influence at the helm. We might see exploration stocks strik oil becoming 10x bagger's, but it would never surprise me now for DTC to be in the same league.

[garysmith7] 13/1/2006 19:14

Digital classic distribution has a stand at Midem (as you would expect)


You can see where it is on the interactive floor plan. Looks a good spot infront of the main entrance.

[garysmith7] 13/1/2006 19:11

Sorry jabber not been about today, thanks ink for posting the link.

[inkitin] 13/1/2006 18:54

jabberstocky

[investorjon] 13/1/2006 14:35

Seems to be a worldpokermasters.com site that claims copyright on the terms worldpokermasters. It's a gambling site, but whoever runs it hasn't a clue about copyright law, because they just state that sight owners have the copyright under the copyright legislation, but you have to actually state who owns the copyright, it can't be non specific.

Wonder who owns it, as it doesn't appear to be a poker competition. I'm not really worried too much if the competition is delayed or not, as it may deter CH from outside projects, as I'm sure now with the acquisitions it should be full steam ahead for DTC.

[jabberstocky] 13/1/2006 09:57

Gary - I can't remember the WPM site address, which doesn't appear on my google searches and rather than plough through thousands of posts on the old thread would you mind posting it again. Thanks.

[inkitin] 13/1/2006 00:23

Gary

Lack of players I suspect. The player list hasn't been added to since September.

I'm not sure I'd hold my breath for an RNS.

I wonder what Discovery Channel thinks of a second postponement?

[garysmith7] 12/1/2006 21:36

I see by the WPM site the tournement has been postponed again.
No reason given maybe we will get an RNS.

[one for the money] 12/1/2006 09:51

It may have been all arranged before DTC involvement

cheers
john

[investorjon] 12/1/2006 09:15

Strange though that the DVD is released by 2Entertain, as that is owned by Woolworths and the BBC which was set up to take advantage of BBC material. Mind you it guarantees a pretty big turnover as Woolworths are also distributors for Tesco and Asda so hopefuly there will be a share for DTC and possibly another award on its way?

Either way it raises DTC's profile.