Johnston Press Share Discussion Threads

[mister md] 15/2/2017 16:20

very interesting volumes today ;)

[nick rubens] 15/2/2017 15:58

It's been too cheap to long. Payback time hopefully.

[netcurtains] 15/2/2017 15:47

Brando69: The readers love Dogs! (I also own PVG - its a vet company for dogs and cats)

[philjeans] 15/2/2017 15:41

News coming - good buying

[harleymaxwell] 15/2/2017 15:39

Nice little rise

[brando69] 15/2/2017 10:39

the readers want dogs?

the readers of this board certainly got no shortage on that front

[netcurtains] 15/2/2017 10:35

I like the idea that the "i" is now trying to create a "corporate" identity for the whole news group via such summary titles as this:

"
The Johnston Press investigation is one of the largest news investigations into the future of the NHS ever undertaken
"

Back the investigations, buy the shares!

[netcurtains] 14/2/2017 22:18

karlos88514 Feb '17 - 21:34 - 7517 of 7518
this mornings guardian had a big story on the TOP TEN DOG breads - that type of story actually brings in a great deal of readers - I was really interested.

This mornings "i" went on about the NHS - snore - nothing more boring or more important than hospitals. That is the problem. The readers want dogs but the journos want to write about "STUFF".....

(ps what is good about the I - give them credit - the paper starts with a AUDIO MESSAGE before the text comes in - that is quite good)

Lets get JPR up into the high 20s before we start with the "worthy" articles about the NHS.... Give me DOGS! Lots of them.

judge for yourself:

or:

[stdyeddy] 14/2/2017 22:12

Matt, thanks for posting this a couple of days back - I completely missed it in amongst all the recent noise.



So that was round three! The man from del monte, he say NO! Presumably AH and DK rocked up at Rich B's place, laid out their plans and got a figurative punch in the face. And now it looks like we know Rich B's plan finally - debt for equity swap with the bondholders.

The bonds haven't moved at all since this came out! Bondholders are evidently a relaxed bunch. If that was the share side of the equation the share price would be instantly on the floor at the market open after an article like this.

Terrible picture of Rich B btw. He looks like he's just got up from behind that brown leather chair having slept on the floor of that darkened room after a heavy all-night session. For god's sake man, have a shave, get a shirt that fits and give the journalist a proper picture instead of something snapped on an i-phone. All that money and success...

Am guessing the next step will be a shareholders' meeting to begin the change of directors (I see that's what you and brando were thinking of when you were discussing shareholder backing). Or a big about-face from Camilla. Or both. My money's on a shareholders' meeting. And they're bound to support CA - debt for equity swap will be a lot less painful than a rights issue; potentially even completely painless. Has CA pulled this off before?

I think we might be about to see some share price action very soon in response to events. Hopefully it'll be positive action.

[karlos885] 14/2/2017 21:34

Lord C.5 Feb '17 - 12:51 - 7449 of 7516

Two points i completely disagree with in your post

* It's not the number of ads that matter - it's the page yield, I would not want to see ad rates go down. Discounting, tempting as it is to get volume, is the road to ruin.

The number of ads matter massively in the classified side, volume of classifieds bring the page rate up in the end. Motors and property and can be suitably discounted for bulk amount of advertising which then in turn bring regular advertising that a newspaper might not other wise get. For example 8 pages at £150 a page actually yields equivalent of £300 per page if news editorial is not included. You can do this with both property and motors.

Volume of ads is good if you have serious volume otherwise yes no point discounting the road to ruin if there is no strategy.

* New design. Survey after survey indicate readers do not like/want change. A dangerous game - ask The Guardian. Leave well alone unless in the last chance saloon (which the I isn't ).

This is a load of tripe, spoken like a true editor at the helm for the last 50 years resisting change. Newspapers need to evolve. Change is good if the design is fresh and appealing and will bring new readers whilst keeping the old robin reliants. Your comment reminds of why local newspaper web sites tend to be useless, as the companies don't understand their audience.

Evolving design is important as reader habits are changing all the time. Newspapers have got used to doing the same old thing year after year this has to change to keep the readers on their toes.

Perhaps Orbis were a forced seller, and had no takers at the current price?! Hence why they dropped the price so quickly after the consolidation.

[netcurtains] 13/2/2017 22:10

karlos885: Yep - if you look back on this thread I've always said I love reading the "Surrey Advertiser" and I still do (a TNI classic)..
I'm sure the Yorkshire Post is just as good! Come on JPR - pull your finger out and get this share price moving!

[karlos885] 13/2/2017 21:53

Curtains I said about tni, luckily i got some of TNI too, results due and potentially some good news on cost savings too :)

[karlos885] 13/2/2017 21:50

hmmmm nice i hear they are looking at more suitable premises for the digital age:)

[thevaluehunter] 13/2/2017 19:14

I wonder what they will get for the star HQ it's over 100k sq ft in the centre of Sheffield.

hxxps://rapleys.com/york-street-sheffield/

[netcurtains] 13/2/2017 15:45

TNI nearly 4% up... Come on Johnston - get cracking son!
(If you speak to a share via typing, it does help it grow, they are like plants. The price responds to good wishes)

[netcurtains] 13/2/2017 13:11

TNI today, JPR tomorrow

[netcurtains] 13/2/2017 06:54

This Fridays close price? I'd go for 17.75
(bound to be right one Friday)
Net!

[dazzaa] 12/2/2017 20:44

I'm on it eddy it's trying to throw me off.

[brando69] 12/2/2017 20:01

Seems Ray expects his son to step up.

[stdyeddy] 12/2/2017 19:59

Is it that kind of 'sentimental' feeling that causes the room to spin round dazz? I've known it myself and many a time thought; the next time that bed comes round, I'm on it.

[dazzaa] 12/2/2017 19:18

Mattab
Of course your right in what you say and it will change but not as you perceive, we will not see an outright read instant change of direction from the major shareholders more subtle certainly, if Camilla Rhodes does remain a director I do fear that AH will grow an even thicker skin, now having played her hand in pleasuring AH with complements she will be a formidable ally.

The new Chairman will be the catalyst here.


Brando69
Perhaps Owen Tindle(his son)may step up and become an ally in change, maybe LC has a view on him as he (LC) knows more about publishing than probably all of us put together.

eddy
I've just finished the last brown ale and getting too sentimental.

[brando69] 12/2/2017 19:04

Ray tindles continued presence is surely a sign that potential for recovery is palpable

[karlos885] 12/2/2017 19:02

Curtains your theoretical maths are good if the local advertising market finds a bottom soon and JPR remove AH (That alone could bring about a reasonable rise). The price I had in mind today would be 50p currently, the likes of trinity and gannett are investing in the market now, as if and when the up turn begins these local publications still surviving will have looked cheap.

[netcurtains] 12/2/2017 16:55

...surely its quite possible to look at JPR via a set of accounts and come up with a reasonable figure its worth or not worth.
Eg adding debt and losses on one side
and assets and profits on the other.

Its not rocket science.

Currently the market thinks JPR is worth: £17.5M

JPR makes about £20M a year and has net debt of £200M
JPR has about £300M worth of assets (including property that can be sold and rented back)...

Theoretically JPR could be worth £100M .... or a FIVE BAGGER.... (assets + profits - debts)

[brando69] 12/2/2017 12:50

Tindle must be many 10s of millions down on his investment in JPR. At 90 he will surely want to see those losses recouped.

Does he still have faith in current board?