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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Sci Ent.Grp. | SEG | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
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|---|---|---|---|---|
| 0.00 | 0.00% | 19.00 | 01:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 19.00 |
| Top Posts |
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Posted at 24/10/2008 21:47 by bethany3 eric76.....you are right - previous management overpriced the company even when there were delays in the bringing the popular games out in time for last X'mas. Before open offer Infogrammes' indicative offer of between 90-120p was turned down because there were too many conditions attached and too disruptive as SEG was in the process of restructuring and refinancing. And now SEG are in a much better position ie with games coming onto the market in time for X'mas. |
Posted at 24/10/2008 08:30 by togglebrush UBIsoft press release, when downloaded in PDF format from their Corporate Web site, has some interesting sales data and forecast attached.Sales forecasts for UBIsoft are roughly £800 million. Those for SEG are roughly £200 million (which is well above LY). i.e. UBI are 4 times as big as SEG. They seem to be targeting the same platforms and customer profiles. This can be seen in the titles released by UBI and those on Game.co.uk for SEG. Number of New Releases for UBI third quarter Oct Dec 08 v those for SEG in similar period (+ are those for rescheduled games with No release date) UBIsoft_____________ 38_Nintendo DS_____________7+1 _9_PC_______________ _3_PlayStation®2____ _6_PLAYSTATION®3____ _3_PSP_____________ 16_Wii ____________________ _7_XBOX 360 _______________8+1 |
Posted at 24/10/2008 07:07 by togglebrush UBIsoft has a similar, but larger, selection of games to the new SEG selection for the full range of platforms for hard-core to casual gamers. I posted the report on this from their August press release. Below are extracts from their recent, 23rd October, press releases and the link ", buoyed by the increase in the installed base for consoles coupled with the steady influx of new consumers. At the same time, we believe that thanks to the diversity and quality of Ubisoft's games line-up which caters to both hard-core and casual gamers we are ideally positioned to continue to win market share in the coming years." − Solid sales turned in by casual games including new titles such as Imagine® Teacher, My Secret World by Imagine and PlayZone Sports Party. Outlook Increase expected for first-half current operating income Based on currently available information, ... This rise mainly reflects the leverage effect on structure costs related to the strong increase in sales, as well as the favorable impact of the "Games for Everyone" range which requires a low level of R&D expenditure. As can be seen from the header SEG have doubled their "Games for Everyone" range this year and have a large selection of games for the holiday season including 4 NEW games out TODAY. |
Posted at 21/10/2008 22:29 by bethany3 TW's recent purchase is good news to SEG even though it's only 5m - word was that they were beaten to the remainder by institutional investors who knew TW was after them. Also, the immediate resignation of the TW executive added fuel to the theory that TW was running a slide rule over SEG. If true TW won't have it all their own way - I'm sure Infogrames would enter the frame as well. Today's slight slide in share price is mainly down to profit taking - share price is still way below open offer share price and with Tomb Raider release imminent watch out for fireworks! |
Posted at 13/10/2008 10:42 by queeny2 don't be confused re cfd's, just ignore them. If you think of it as Tchenguiz owning 22% (from memory) of SEG, financed by the Icelanders. he can either pay them the margin he owes them, ie the losses, and ask for the shares, or the administrator seizes them. the only complication is that his financier is bust, which is complicated, but the CFD adds not much complication in reality for our purposes.For example, Olivant owned 2% of UBS, financed by lehman, and no-one knows where the shares are because lehman is bust. Whether they had lehman as custodian and financing part or all of the stake, or via cfd, is largely immaterial when thinking about SEG. SEG, like SBRY, are trying to find the shares too, somewhere in a hole in Reykjavik, so their advisers can have some input into where they go next. My personal view is that TW are no more likely to buy the company now than in March, except for the fact that the price will be even lower and if they can get Tch stake they are home and dry, which they couldn't then. they might buy the company, but i don't think it's a reason to own the shares, you need to continue to believe in the fundamentals, ie TRU. |
Posted at 09/10/2008 08:15 by the crypt only idiots are selling and taking losses. Tzchengeeeese didn't want his holding sold, he had no choice, whoever gets them will get a bargain or a good stake in SEG. It may be a competitor that wants to take over SEG, you don't knbow, it could be a massive oppotunity to see SEG recover. |
Posted at 01/10/2008 19:07 by rawli Hi DarrenHope you are well. Can't believe you are back in SEG again, I might have to have a look again now ;-) . The Buzz is ok with TRU but then again there is not much Buzz about anything this year from the Public just the publishers who all think they have games that will sell in bucketloads! I am hearing it looks stunning but its the control & gameplay not the looks that will sell the game IMO. Last week showed what could happen Saleswise as Brothers in Arms , De Blob & Samba de Amigo did relativly poor sales compared to their expected sales figures! They were all extensivly TV Advertised as well . I also think SEG need to keep their nerve with the Trade prices they are going to charge as even Microsoft are now doing deals with their 1st Party titles as Supermarkets & nationals are playing hardball with a lot of titles even refusing to stock or giving minimal shelf space to titles. They need to keep the margins up as like you so its almost certainly an all eggs in one basket gamble where I am standing by SEG on TRU. I will get better Idea middle to end of October when they start doing presells to the Indie Market where it is upto and what is forecast by SEG as well. Eidos are also still chucking out lots of small titles which are doing hardly anything at retail. I haven't heard anything recently about the film although I do recall them being very close to getting Angelina Jolie to aggree to a third movie before she became pregnant. If it was to happen it should be a nice little earner for SEG. Hope that helps Andy |
Posted at 16/9/2008 13:45 by togglebrush DarrenS you are like a one eyed man playing an old gramophone repeating the same tune because the needle is stuck.The games market is changing. From the recent final results I quote "Our industry is growing through a broadening demographic appeal of games, increasing spend among gamers, longer product cycles and new online opportunities." There is the need to continue to appeal to the core gamer. But a new larger market is opening up. In the past year I have noticed Chemist shops, Supermarkets, Stationers, Book shops selling consoles (mainly Wii and DS with some Sony) and games. This month I have seen; at an English Wedding pre school age boys played with a DS in church: at a Swedish restaurant pre teenage girls playing on a pink DS: and at a Mediterranean marina there was a squabble between various pre teenage children over video games: in airport lounges passengers of all ages were amusing themselves with video games. In the last results 60% of unit sales were from none AAA games. These units cost roughly the same as AAA games but appear to cost less to produce. Results also show sales in Europe as the largest geographical sector. Prices in Europe and UK are much higher than North America and I would suspect have higher margins (Tomb Raider Underworld: PS3 £39.99 v $59.99 DS £24.99 v $29.99). Earlier I compared the projected games of UBI and SEG. They covered the same consoles and in proportion SEG was forecasting more games (if they can deliver them). SEG is covering same markets as other publishers. The £200 m revenue figure for 0809 has been around for some time and I have posted forecasts based on it. Earlier I have suggested that Tomb Raider may account for up to 40% of that figure. It is an established franchise, that usually do well, and is on a full range of consoles. It should make a major contribution BUT IT IS NOT A ONE PRODUCT COMPANY. Management The old Battersea team were a smaller company that had the fortune to take over a much larger EIDOS. Phil Rogers comes from a senior position at EA, one of the biggest in the business (Phil was Vice President, Corporate Development at Electronic Arts Inc). His handling of the Open Offer and Placing was a business school classic (see earlier postings). Jurgen Goeldner, COO (non Board), has 25 years experience in the worldwide video games market having held senior executive roles in a number of organisations including Funsoft and THQ. Robert Brent brings extensive knowledge of SCi through his 5 years of researching and analysing our business and the video gaming sector as a whole. He had eight years experience at KBC Peel Hunt. I think your continuing personal attacks on them are unwarranted. Share Price The two big money investors are into this company at a price of 120p to 150p (depending on how you do the numbers). Robert Tchenguiz is known to play the markets and he may have reduced his price a little. Valentines Day 2009 and we may have a better view of the share price. |
Posted at 04/9/2008 11:56 by dope007 Good post Darren and whilst reading it the the memories flood back.Carmageddon 2 if it succeeds SEG survive and move on TIJ if it succeeds SEG survive and move on Then came CDS success was needed but it was bigger than anyone imagined Then came Hitman and TRL after the takeover. And here we are now and it is all on one game again. It really shows how wrong things have gone that so much money and success through Eidos and SEG books has ended up here!!!! |
Posted at 02/8/2008 15:12 by togglebrush Extracts from UBISofts Press Release 24th July 08They show European Video Game company having increased sales 26% roughly in proportion to US reports. They also show an increasing attention to DS sales. Extracts from their press release are shown below. Ubisoft reports first-quarter 2008-09 sales Sales Sales for the first quarter of 2008-09 came to 169 million, up 25.8%, or 33.0% at constant exchange rates, compared with the 134 million recorded for the same period of 2007-08. Guidance raised for 2008-09 full-year sales Ubisoft is raising its guidance for full-year 2008-09 sales to approximately 1.02 billion from the previously-announced 1 billion as a result of the following factors: favorable market conditions for the video games industry, the Group's solid first-quarter sales performance (particularly by the Games For Everyone range), and the positive reception given to the games resented at E3. Sales by Platform for Q1 0809________________ 37%_Nintendo DS_______16% 14%_PC______________ _3%_PlayStation®2___ 21%_PLAYSTATION®3___ _4%_PSP____________ 11%_Wii____________ _9%_XBOX 360__________17% _____Other__________ For Comparison with SCi Entertainment Using exchange rate 1.00 = £0.80 Quarterly earnings for UBIsoft were circa £135m v estimated £30m for SEG. SEG game new release program was at the end of the period. My estimate for SEG in this quarter is £40m and Oct to Dec £80m. The release pattern, allowing for different sizes of companies, is similar. That is they are targeting similar customers New Releases for second quarter July Sept 08 v those for SEG in similar period UBIsoft_____________ 16_Nintendo DS_____________7 _6_PC_______________ ___PlayStation®2____ _3_PLAYSTATION®3____ _1_PSP_____________ _5_Wii ____________________ _3_XBOX 360 _______________2 Edit:- SEG are in a GROWTH market using the sales figures for 3 US and 1 European. The new SEG releases are on the GROWTH platforms using UBIsoft data. SEG appears to be on the path for GROWTH. |
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