Dori Media Share Discussion Threads

[nickcduk] 04/9/2007 10:11

Here is a link to a bullish interview with the CEO of DMG. Seems as though there is an awful lot of growth potential left in the company and the market as a whole.

[silverfern] 04/9/2007 08:21

So I understand. As I have posted above, I think H2 is going to be a cracker and then we can look forward to an extra $20m a year yielding 18-20%; admittedly their current business is more profit generative, but this new business is coming on top of that, and will only raise their profile.

[simon14] 01/9/2007 12:48

Hey Silver, You see we had a writeup in IC Friday, With a Buy reco.

[papalpower] 01/9/2007 02:23

Thanks for that GI.

20p earnings in 2008, sounds delicious :)

[greek islander] 31/8/2007 17:22

Shearlocks Small Caps Stock Picks today -

"Dori set for lift-off in 2008

Following the recent figures, Hardman & Co has lifted its 2008 forecast for Dori Media Group (DMG), the telenovela producer. It now expects the company to generate a profit of $10.5 million for earnings of 40 cents a share. That puts the shares on a multiple of just 8.1 times earnings a year out.

Hardman says DMG's valuation remains 'a long way below' the sector average. The media sector is trading on 24 times prospective earnings. DMG shares sell for under 11.5 times anticipated 2007 earnings. If you bought on my recommendation here in March at 180p, continue to hold at the current 170p.

[papalpower] 31/8/2007 13:59

Tipped in the IC as a buy, seems to have helped things firm a little.

[silverfern] 24/8/2007 08:17

It's $22.5m each year

[silverfern] 24/8/2007 08:17

GCI quote mentions $22.5m revenue from HOT over three years - it's not; its up to $22.5m each year

[papalpower] 24/8/2007 01:58

Thanks for that GI.

[greek islander] 24/8/2007 00:41

Dori in a blitz of new moves

TV soaps specialist Dori Media lifted first-half profits by $300,000 (£150,000) to $2.4 million and says it is comfortable with market expectations. The Indonesian start-up is still in loss but is expected to break even in 2008.
Growth Company Investor today:


"Recent months have seen a string of new business wins that bode well for the future. Dori Media Spike has won the right to produce and operate premium film and series channels for Israeli cable service HOT in a deal worth upwards of $22.5 million over three years. The new channels will be launched in January next year. A new telenovela, Laiola, has been launched in Argentina and has already been sold to ten broadcasters around the world. It will begin to make an impact on the figures in the second half of the current year. Finally, Dori has launched the first online telenovela channels in partnership with Google's YouTube.

Tipped here in March this year at 180p, Dori shares are currently 168.5p, but look well worth persevering with."

[greek islander] 24/8/2007 00:39

From Growth Company Investor tips

Dori in a blitz of new moves

TV soaps specialist Dori Media lifted first-half profits by $300,000 (£150,000) to $2.4 million and says it is comfortable with market expectations. The Indonesian start-up is still in loss but is expected to break even in 2008.

"Recent months have seen a string of new business wins that bode well for the future. Dori Media Spike has won the right to produce and operate premium film and series channels for Israeli cable service HOT in a deal worth upwards of $22.5 million over three years. The new channels will be launched in January next year. A new telenovela, Laiola, has been launched in Argentina and has already been sold to ten broadcasters around the world. It will begin to make an impact on the figures in the second half of the current year. Finally, Dori has launched the first online telenovela channels in partnership with Google's YouTube.

Tipped here in March this year at 180p, Dori shares are currently 168.5p, but look well worth persevering with."

[simon14] 22/8/2007 09:23

Now for a push through 180 and on to 210

[papalpower] 22/8/2007 09:12

A bit more positive today, thankfully.

[papalpower] 22/8/2007 07:42

ridgeback, not at the moment.

It is outstanding value imo, however, there is still some talk of "risk" and that the mine will not be allowed to produce due to local opposition. I am sure the management can handle this, however, whilst the rumours fly around by those trying to cause trouble, it will keep the rating down imv.

I am looking for buy back in, however, given that mining is due on line in H2 2008, I shall hold off for the moment.

[ridgeback] 22/8/2007 07:16

Sorry OT.

Papalpower do you still own AUR?

[papalpower] 22/8/2007 01:35

silverfern, its the nature of illiquid stocks, on the one hand they will shoot upwards on buying volume, the flip side is as today, a small amount of selling and they will collapse fast too.

Its already covered as a buy tip by Peter Shearlock of GCI, both through the GCI site and through his own "Shearlock Small Cap Stock Picks".

Its not a ramp, its a statement of opinion, do you not think this would shoot upwards through 200p IF it was......... A ramp has to be based on pure tosh, something that is a statement of fact but something that is false.

EG, something along the lines of "I heard DMG is going to sign up with Fox Networks in a few weeks in a hundred million dollar deal"........."I hear the rumour this Fox deal is going to happen"......."These will be 200p within two weeks"..........etc.........now these would all class as ramps.
An opinion, when defined as such, is nothing more than that

[silverfern] 21/8/2007 18:46

Yes it might, but it does come over like a lot of charlotte (Ramping) you know. I appreciate the collection of data above, not the ramp. Anyway you forget the most important point : Dori media is named after the first three notes in the octave. And it leads us back to........dough!

[papalpower] 21/8/2007 15:54

Wild moves on small trades.

If this one got a mainstream buy tip I think we would shoot through 200p in minutes.......

[silverfern] 21/8/2007 11:29

It will match the pattern of H1/H2 of '06 imho - the impact of Cannes comes in H2, and they state as much. Happy with these results, and the three very positive recent announcements

[nickcduk] 21/8/2007 09:56

I guess the fast money that moved in pre-results has exited just as quickly today. Revenue recognition has meant the second half will be considerably stronger than H1. Unless you have access to Daniel Stewarts comments you would be under the impression that the company has gone ex-growth in terms of EPS, which is definitely not the case. That aligned to the fact that everyone seems to be on their holidays means buyers are very scarce and that DMG is at best likely to tread water for a while. Im still happy enough to hold though until market realises how strong growth over the coming years is likely to be.