Johnston Press Share Discussion Threads

[karlos885] 06/3/2017 22:05

Don't panic curtains they are just shaking all the weak coconuts out of the tree, before the results!:)

The price stalls to allow any weak holders to sell, once the sellers have finished we should see 30p again soon.

mali your a bit late for the short m8 this went from near 200p odd to 8p.

[netcurtains] 06/3/2017 19:58

lets wind back the clock to a week or so ago.

A) suddenly the price went up to about 30p due to significant buying from unknown sources.
B) No rns was issued so we do not have a clue as to why this buying occurred.
C) The price is still in the 20s so we can assume many (if not all) of these people are still in JPR.
(the sellers were people like me (who got in under 15p)...

So supposition is a group of people thought they knew something was about to happen but they were wrong OR they were right.

So if they were right, how long do you think we have to wait? And what is it that they expected to happen?
And who were these people?

[mali7] 06/3/2017 10:55

Hmm said back to 10-15p again when we hit 30p see post above and not supriced at all, direction correct. Shorts are still working as scalps👍

[karlos885] 05/3/2017 12:39

brando691 Mar '17 - 22:23 - 7688 of 7696 1 0
Karlos: TRIN is massively undervalued - oil producer - turnaround story.

Thanks for the pointer on TRIN brando, seems trin still definitely has alot of potential upside given the recent suspension and previous price history highs of £6.50 !

[stdyeddy] 04/3/2017 15:15

Just out dazz. Ready to take my place in society once more.

Been glancing occasionally at the squeaks and squeals of indignation here while the price predictably drifts down again. Not an awful lot to be said about it day-to-day.

Seems we're still in the phoney war. No discernible moves from Rich B or jpr. The bonds remain unmoved, though with a very slightly wider published spread. I hope that behind the scenes, people are getting their chess-pieces in place but until there's a shareholders' meeting or a board announcement on appointments, am not expecting much to happen.

Interesting to see someone blamable for the websites leaving the business. But still not seeing any qualitative changes - almost never seeing a jpr-written story hitting the google news-listing (I delete all cookies etc so the listing is as non-personalised as I can make it). Direction of travel for the industry seems to be depressingly reliable; ever downward. No picture at all on the front of the i the other day - I hope that doesn't become a habit.

One interesting thing that I'm seeing regarding the industry generally rather than jpr specifically; the beginnings of a reassessment of the role and validity of news reporting. Fake news is being recognised as a widespread news-industry tactic and there's a lot of it. Especially if you take the entertainment industry and celebrity-worship into account. The news aggregators are beginning to see their allegedly neutral editorial role questioned. Convergence seems almost inevitable - if one of the news aggregators were to buy or link with a genuine boots-on-the-ground news business, there could be a big re-evaluation of the practice and value of newspaper-type businesses. Don't know when it might happen - could be years away - but at the moment I've got a feeling it's a question of when rather than if. Am not honestly expecting it to be part of the jpr story though.

Btw, if Murdoch succeeds with the sky bid, (I think sky still has a few million jpr shares and one of their people, Stephen van Rooyen is on the jpr board according to FT director listing) there'll probably be divestment, maybe to be snapped up by CA, but imagine if they choose the opposite and decide to take a genuine interest in regional news with a new management team and a wipe-out of the debt mountain. If Rich B can help that happen, I'll take back everything I said about his stupid beard.

[dazzaa] 04/3/2017 09:31

Eddy are you out of rehab yet?

[netcurtains] 04/3/2017 07:27

reasonably good pro-independence article in the Scotsman

[karlos885] 03/3/2017 14:14

I would say its probably thats in line with the rest of industry, they are unlikely to get a payrise else where, so they pretty much have little or no choice.

I've just dipped my toe back into Trinity at 103.75 for another short term flirt, got a good feeling the express deal might go through and the dropback after results was to flush out the weak holders!

Thanks Brando I'll take a look, although I'm not sure about oil stocks right now if interest rates are going up I think oil will come back down at some stage. Although long term I guess oil has to rise again, unless they find a mass alternative in the next 5 years or wipe out half the world population!ha

[netcurtains] 02/3/2017 15:57

not sure if good news or bad...

[brando69] 02/3/2017 14:06

anything under 25p is getting bought up quickly

[mister md] 02/3/2017 11:14

re: head-of-websites-leaves-johnston-press/

wow, so leaving a struggling company to join an even more struggling company (Countrywide plc) ?

[netcurtains] 02/3/2017 06:45

Glad to see you're still in, will look at TRIN too

[brando69] 02/3/2017 00:06

hxxps://www.prolificnorth.co.uk/2017/03/head-of-websites-leaves-johnston-press/

[brando69] 01/3/2017 22:23

Karlos: TRIN is massively undervalued - oil producer - turnaround story.

[karlos885] 01/3/2017 00:34

Curtains wise move, at the moment JPR is the flavour of the day. TNI are focusing heavily on online revenues if this strategy does not come off, which i'm sure many hedge funds are betting on, then TNI will need to be asset stripped. There are many hurdles to overcome to prove the current share price is justifiable, the market is pricing in the future not the current profits. At some point there will be no more cost savings to be made, at that point profits will need to be growing.

Like you I don't truly know where to put my money for long term growth. I don't think there are many safe havens left!

[luckymouse] 28/2/2017 17:26

free stock charts from uk.advfn.com

[netcurtains] 28/2/2017 13:38

well timed!

[samdb] 28/2/2017 11:48

That was handy, had a little top up at 22p.

[netcurtains] 28/2/2017 08:54

Karlos885: With Brexit just round the corner and hard nosed bargaining for a year or two I expect some wild swings in the stock market. So larger UK based companies such as TNI are probably not worth being in until the dust settles.... Have pile of cash to buy on the swings ...
Smaller companies such as JPR are also at risk of Brexit effect (obviously if we all get poorer there will be an awful lot less small investors investing - its a self evident truth).

I really have no idea what to do at present. I still have some JPR but have been selling all my larger positions in nearly everything. B-Day approaches.

[karlos885] 27/2/2017 23:17

Curtains just to let you know I sold my holding in TNI the day before results luckily saved myself around £2500. Seen it to many times shares rising before the results only to be pumped then dumped. I personally will be looking to add to my JPR holding probably aroun these levels just waiting for the selling to finish.

Dazaa, the pension deficit is a big problem for TNI bigger than advfn board shareholders like to think. Unfortunately interest rate rises in this instance are going to do more harm than good imho. The U.S will start raising interest rates soon as a signal to the rest of the world it is still uno numero, we are certainly going to see what their economy is really made off. As we know what happens in the U.S is most certainly going to affect the U.K.

[dazzaa] 27/2/2017 10:08

Trinitys results

Oh to have net debt at just £30m !

And to have a Chairman with shareholders in mind.

Part of my role as your Chairman is to ensure that your Board has
the necessary skills, knowledge and experience to make informed
judgements that are in the best interests of all the stakeholders in
your Company.

[netcurtains] 26/2/2017 22:16

hyper-weird no news what so ever.
Its like a news black out.
Need to know basis only..

What is going on

[thevaluehunter] 24/2/2017 14:26

Hi brando69, Trinity mirror are up 76% because they have may web titles with nil comparatives i.e they are newly setup websites e.g Hull Daily Mail, Bristol Post, Nottingham Post etc. Below is the link:

hxxp://www.pressgazette.co.uk/abcs-regional-press-website-growth-offsets-print-decline-as-manchester-evening-news-beats-standard/



In terms of JPR I believe that they have been focused on launching and growing inews.co.uk. Here is their statement from August 16 which is pretty good page views for 4 months in.

"The inews.co.uk website, which launched in April to complement the layout and culture of the i newspaper in print, also saw record traffic in the last week of June, breaking through the 1m page views per week barrier for the first time during this six month period, reaching 1.65m page views."

hxxp://www.johnstonpress.co.uk/media/product-news/johnston-press-delivers-record-digital-growth-across-its-newsbrands

[brando69] 24/2/2017 14:04

look at the volumes behind this fall compared to the volumes behind the recent rise.

[netcurtains] 24/2/2017 13:52

I must admit I have mixed feelings now.
I want it to fall so can buy back cheaper.
I want it to rise so my 50% left can make an extra profit.

I'm sanguine either way, I guess.