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Johnston Press Share Discussion Threads
Showing 7526 to 7550 of 7550 messages
|Ah it's on isdx just had some more which never showed up on monitor|
|I bought a few times too, went out at 14p bid, come back and it's 12.5-13.25p but hardly any selling to warrant the fall back.
Chart turning, looking for 18-20p target price|
|Thanks Mr Md. got a bit lucky there!|
|VLK doubled in value in 24 hours on news of asset sale. It's mkt value now exceeds JPR. lol
Imagine JPR when news lands of asset sales and bond re-purchase/restructure or any other news of significance.|
|good timing, Jackbal. The shareprice had retreated way too far|
|Just bought again today. Feel this is a very good entry level from short term trading perspective.|
|Indeed dazz. The research indicates that newspaper readers also look online but that the vast bulk of the revenue is derived from print. jpr makes useful revenue from digital but arguably at the expense of its print operations; a determined shift in focus away from print resulting in a drop in quality and an acceleration in print decline. The thrust of the report is that the local news industry in the US has found digital to be a dead-end with meagre revenue growth over the last decade. A similar thing has happened with ebooks I believe; initial high growth and then slow growth followed by a resurgence in print.|
|Then eddy we must have mercurial mixture of digprint an amalgam where on relies on the other forever or at least for profit until that formula can be improved like maybe putting icing on a cadburys egg or not.|
|Apparently it doesn't dazz. This is from last year:
From the article:
Mr. Narisetti (VP at NewsCorp) said of digital-only publishers:
"The entire business model is based on advertising -- just because you're born in the digital era and you don't have legacy print costs doesn't mean you're going to go against the larger ad trends: CPMs continue to fall because supply is infinite and becoming more and more infinite. So I worry about models that are simply following legacy media and saying we're nimbler and cost less but we'll make money in the same way you guys make money, when it seems like the ad model is constantly going away from us."
My favourite line here is about 'supply being infinite and becoming more and more infinite...' The meaning of common words just seems to be a mystery to media people.|
|Just a quick general question how does the Huffington post make a profit ?|
|One way or another there's light at the end of the tunnel for AH. Regarding the i's profitability; am not too surprised at the random hat number accounting method dazz, but I think we can take some comfort from overall profitability for news which seems to show that the cover price broadly covers distribution and the profit comes from the advertising. Please step forward anyone with a more precise formula which might give us an insight on the i's profits. My finger in the air guess (I'm not wearing a hat just at the moment) is around £7m-£8m annually. Hopefully we'll get a steer on this in a fortnight.|
|Eddy some i nput there, like it too, will respond soon.
On a different matter the profit the i independently made prior to it's sell off to JPR was literately picked from a hat with no real accounting to verify.
They have (Accountants) a special formula and a special name for (determining the unaccountable) perhaps some Accountant might might like to respond, for plucking figures out of a hat.
That said it seems presciently a real good buy, Ok AH reconsider leaving us !|
|Insomnia dazz, that's all it is. Good evening to both of you. Was trying to use the message section of this site earlier but it was making my browser crash repeatedly so I gave up.
Anyway, a few things to discuss; I'm seeing the circulation figures story in the grauniad and bloomberg but it's a bit vague on figures for the i. Where have you seen it reported with more detail?
mrsx; btw brilliant intelligence i have to say - dazz, I hope you're keeping up with her latest.
CA was probably buying last time from around 10p through to perhaps 20p although there are new names on the major shareholders listing who may have added to the momentum so not entirely sure of CA's cost; my guess is that their holding is now averaging somewhere between 27-30p. Am waiting for the new PI buyers here to get bored and sell; expecting the price to drift down a touch until either something newsworthy happens or CA decides to add. I don't think we'll get to 8p again though. We should be seeing an interim statement within a fortnight which might create direction.
dazz/mrsx, please take a look at roy greenslade's latest summary of someone else's news story:
It's an interesting assessment of the news industry's universal failure to achieve online revenue growth, based on an academic study. If you want the actual research report it's here:
The central conclusion as far as I can see is that online will NEVER generate sufficient revenue to justify the resources currently being committed and that print is very much alive despite the consistent decline and that print has proven to be the BEST sustainable revenue generator despite exhaustive online efforts.
Unfortunately this last paragraph from me is almost certain to rouse Lord C from his coffin, to assail us with apoplectic splutterings on how he's been telling us this for years on this forum. The study makes him right.
The i is a case in point - keeping its readership while almost all others are declining, through a unique format. The Times might have benefited from the independent's print closure but it's also a great paper and I imagine that's what keeps people buying.
So if we accept this as right; it seems that jpr was right to buy the i and we should be paying more attention to what AH's team is doing and achieving with print - the online tipping point for revenue is NOT COMING ANYTIME SOON. There seem to be a lot of jpr vacancies for advertising sales staff - am assuming this is a good sign.|
|He'll be on night shift I'll check at 3 am|
|Stdeddy may know CA's average... at a rough guess 30p.|
|Yes a good year mrx, oh to achieve 500000 (sales) next year but isn't it surprising the amount negative sales on major titles there are. Pleasing !
What may be less so will be the markets reaction to the never ending loss of regional sales and no statement on asset sales.
C.A it seems are idling in neutral, I may have asked before do we know their average buying price?|
|Another month of year on year growth for i paper, up 4.6% in September.|
|Looks to me like a buy worth about £17,400 Simon; no downward movement on the price.|
|Looks like someone is desperate to dump some stock this morning 142K just gone through at 12.25p. Hopefully whoever it is will come to regret it.|
|Do you know their averaged price?Certainly around 12 ish is good to buy for CA, I can't remember seeing the share price much below that recently and if I were them I'd buy shed loads but will they?|
|No news is the default position from jpr dazz, punctuated by occasional bad news. Am looking at the price and wondering what level it needs to get to for CA to pounce again.|
|Well eddy another average week adverts holding up reasonably so no news is good ?...........|
|EasyJet priced the issue of €500m bonds maturing in October 2023 at a coupon of 1.125%. Cantor Fitzgerald said the low coupon rate was attractive.
Ok i appreciate jpr isn't rated as highly as easyjet, but what a difference; 8.625% for the jpr bond coupon. I would really like to hear Rich Bernstein's plan for reducing the interest payouts for jpr.
Whenever jpr gets cash dazz, I'd like to see it spent on buying back the bonds, especially if they can get them at the 38.5% discount quoted today.|
|About seven pages ish today so too bad not for mid week any way. I would dearly like to contemplate the thought of Jpr resurrecting itself to godly heights without the intervention, distraction of a t/o which though stimulating the price would never allow the main holders to achieve the HolyGrail of a dividend, why sell at 60p or thereabouts to chrystalise their substantial losses. If anyone purports a higher take out price feel free to offer.If Jpr has turned the corner then we will start to see the results as said starting after the next trading update or ....... not!But oh to have an RNS stating they have sold all unloved titles and want shareholders to write in with their ideas on how to spend.|
|Interesting re the bonds and sterling stdyeddy, interesting indeed, that is some drop. In regard Gannett/Newsquest these kind of things seem to happen when you least expect them to... my opinion has not changed in this regard, it would make an almost perfect fit and be considerably EPS earnings enhancing to fit.
Going back to sterling though that you brought up... we are already starting to see takeover targets by foreign investors due to sterling... take for example ARM and Bond International Software, Poundland, etc etc... and then there are the other ones that were rejected initially such as William Hill.
Foreign M&A deals are at a record high...