Shed Media Share Discussion Threads

[nickb] 24/8/2006 23:47

Yes but they have lost 2 major progs, Footballers Wives and now Bad Girls, that is a major blow for revenue.

[grigor] 24/8/2006 23:23

Nothing lasts for ever, especially TV Programs - There's more to SHDP than one program. Have to keep making them.

Footballers Wives is doing well in the USA and can still be sold around the world for years to come.

[nickb] 24/8/2006 22:34

ITV to axe Bad girls, rumour has it

[grigor] 19/8/2006 02:14

Talking to myself!

John de Mol is again increasing his stake in RDF Media - Catalyst for a merger?

[grigor] 18/8/2006 10:30

De Mol buys more Shed shares

Leigh Holmwood
Thursday August 17, 2006
MediaGuardian.co.uk

John de Mol has raised his stake in Shed Productions.

Dutch Big Brother creator John de Mol has bought a further 300,000 shares in Shed Productions, the firm behind ITV1's Bad Girls, raising his stake to 6.3%.
Mr de Mol made the purchase yesterday through his investment vehicle Talpa Beheer. It takes his total number of Shed shares to 3,775,548.

The television executive has been steadily buying up shares in the Aim-listed production company, which also made ITV1's Footballers' Wives, buying 2,235,548 shares between July 27 and August 7, before his latest purchase yesterday.

Mr De Mol also upped his stake earlier this month in fellow Aim-listed production company RDF Media, maker of Channel 4's Wife Swap, taking his interest to 5,550,653 shares and 15% of the company.
He made his fortune in 2000 when he sold his Dutch production company, Endemol, to Spanish telecoms giant Telefónica.

Since leaving Endemol, which he co-founded in 1994, Mr de Mol also bought a stake in UK producer The Television Corporation, which he later swapped for shares in new owner Tinopolis.

He has also backed a new Dutch television channel, Talpa TV, which launched last year.

[grigor] 03/8/2006 19:40

The Times August 03, 2006
Endemol founder turns to Shed as investment
By Amanda Andrews

JOHN DE MOL, the founder of Endemol, producer of Channel 4's Big Brother, has taken a 3.1 per cent stake in Shed Productions, the AIM- listed production company behind Footballers' Wives and Bad Girls.
The Dutch media investor bought just over 1.8 million Shed shares, which were trading at 121p on AIM yesterday morning, through his investment company Talpa Beheer.

The move comes after Mr de Mol's gradual acquisition of a 14.6 per cent holding in RDF Media, the AIM-listed producer of Wife Swap. In February Mr de Mol had a stake of just 4 per cent in RDF.

Since leaving Endemol, which he co-founded in 1994, Mr de Mol has bought stakes in the British producers Television Corporation - which he swapped later for shares in its new owner, Tinopolis - RDF and now Shed. He has also backed Talpa TV, a new Dutch television channel, which was launched last year.

Mr de Mol has also been linked recently with Endemol in a possible move to buy back the Amsterdam-listed production group behind Big Brother.

Mediaset, the television group owned by Silvio Berlusconi, the former Italian Prime Minister, is understood to have held discussions with Mr de Mol about a possible joint bid.

Twenty-five per cent of Endemol was floated a year ago by its owner, the Spanish telecoms group Telefónica, and the group is understood to be keen to dispose of the other 75 per cent. Mr de Mol sold Endemol to Telefónica in 2000.

The acquisition of the stake in Shed comes after Mr de Mol's probable failure to buy Who Wants to Be a Millionaire?, the hit ITV show owned by Celador. The owner of the show said last week that it was in talks with the Dutch interactive television group 2waytraffic.

[grigor] 02/8/2006 20:04

Quietly drifting lower over the summer

Talpa Beheer BV, the investment vehicle of billionaire Dutch TV mogul John de Mol have appeared with a 3.1% shareholding.

[nickb] 03/5/2006 13:13

Footballers Wives has been axed by ITV !

[greenslug] 10/4/2006 18:40

why fall in tv production co's today?

[grigor] 08/4/2006 01:32

All3Media to go public - The largest independent producer - More attention for this sector



"All3Media, which has also produced Midsomer Murders and Hollyoaks, has appointed investment bank UBS to advise it on its strategic options. "

[grigor] 15/3/2006 18:16

Quietly rising wc

[wormcatcher] 14/3/2006 10:45

Looking good Grigor.

[grigor] 13/3/2006 21:51

More Footballers' Wives for BBC America

NEW YORK, March 13: BBC America has reached a deal with Target Entertainment for season five of the ITV1 soap Footballers Wives along with the spinoff Footballers Wives: Overtime.

Shed Productions' fifth season of the prime-time soap features 2 90-minute and 6 hour-long episodes. Footballers Wives: Overtime (known in the U.K. as Footballers Wives: Extra Time on ITV2) consists of 30 half-hour episodes.

BBC America's GM, Kathryn Mitchell, said of the deal, "We're glad that the viewers and critics alike are having as much fun with Footballers Wives as we are. And it's great to see that the show was BBC America's highest rated series among young adult viewers (18-34) in 2005."

[grigor] 13/3/2006 21:50

Shed Productions (Bad Girls, Footballers' Wives) hit the ground at pace with Waterloo Road, a new drama set amid the cartoon chaos of a failing inner-city comprehensive in the North. After a statutory opening scene of rowdy playground japes, we found hard-bitten head Jack Rimmer down the pub recruiting Oxbridge-posh Mr Treneman, who was raring to give the school's oiksome youth the kind of old-fashioned elite education he had benefited from himself.

Undeterred by mocking laughter and a smack in the mouth from an irate parent, wide-eyed Mr T got on with the job of ridding classrooms of paper aeroplanes and turning the school into Brideshead, while elsewhere a love triangle was establishing itself between colleagues Tom, Izzy and Lorna. Unfanciable Steph fancied Jack, fanciable Kim fancied Mr T (you could tell by the way she kept telling him off), and the school tearaway - Donte! - drove cackling into the night in his villainous dad's white stretch limo.

You could have opened a book on the time it took one of the wearied characters to say: 'I've got some marking to do', but it looked like a hit to me.

[grigor] 07/3/2006 18:47

A good example is Shed Productions (LSE: SHDP), a leading player in the booming independent television production sector. When I recommended Shed to members of the Champion Shares service, the P/E was 12-13 yet earnings were predicted to grow by 15% per annum. Given the sub-market P/E and such above-average growth prospects, I thought it would only be a matter of time before the shares started to outperform. Indeed, less than four months after my initial recommendation, Shed's shares have jumped 40%. The market in the meantime is up 11%.

[grigor] 17/1/2006 19:35

Tip from TMF



To give you some idea of the Champion Shares investment process, let me summarise why I recommended Shed Productions, an independent producer of television programmes and the company behind Bad Girls and Footballers' Wives:

1. New 'growth' story: The rules concerning independent television productions have recently changed. To cut a long story short, new legislation now allows the likes of Shed to cut more profitable deals with major broadcasters. I reckon these new rules should be a boon to Shed and its sector.

2. Impressive track record: Shed has a solid track record. Since formation in 1998, turnover has risen every year and profits have been consistently reported. Following its flotation early last year, maiden results came in ahead of expectations and an unexpected dividend was declared.

3. Solid financials: Shed's accounts have supported the progress. In particular, operating margins are high (at 20%), the balance sheet has regularly showed net cash and there are no pension deficit issues.

4. Talented management: The group's four founders remain as executives and, at the time of recommendation, owned shares worth £26m. Importantly in this type of industry, all four have hands-on experience in developing and producing shows. Overall, I liked the board's entrepreneurial nature and financial commitment.

5. Attractive valuation: I saw Shed as a 'Growth at a Reasonable Price' investment. At the time of the recommendation, new programme commissions supported forecasts of 15% annual earnings growth for 2006 and 2007. However, a prospective price to earnings ratio of around 12.5 looked too low given the superior growth prospects.

Sure, the Shed recommendation did not come without risks. Probably the greatest danger for me was Shed relying on two key shows -- Bad Girls and Footballers' Wives. But following my recommendation for Champion Shares, the purchase of another programme group has since broadened Shed's output.

[grigor] 11/1/2006 19:02

Nigel Pickard (ITV Director of Programmes) has joined RDF Media - good news for the independent TV production sector

[azalea] 10/1/2006 14:20

3 sizeable 'sells' today with negligible 'buys', at this rate the share price is almost bound to turn downwards.

[grigor] 09/1/2006 21:38

Shed Productions (LSE: SHDP), which was established in 1998, is one of Britain's largest independent television production companies. It specialises in contemporary drama and owns the intellectual rights to Footballers Wives and Bad Girls. At 142p, shares in Shed are valued at 15 times forecast earnings. Shed has demonstrated a record of delivering compelling programmes, which should stand it in good stead as demand for more television content grows.

Tip from The Motley Fool - Probably on a par with the Investors Chronicle

[grigor] 04/1/2006 19:22

Joan Collins is to join Footballers' Wives as Eva de Wolffe (sic).



Eileen Gallagher

Footballers' Wives burst on to our television screens in 2002 and its maker, Shed Productions, strode on to AIM in 2005.

Next year will, hopefully, see the company break into America. Chief executive Gallagher (who started her TV career in Scottish Television's Press office) has recently signed two deals with Fox. One is to create an original drama for the Murdoch channel and the other is to adapt Bad Girls for a US audience. More deals will follow and Gallagher, 46, is clearly a consolidator in a fragmented independent TV production market.

[grigor] 29/12/2005 18:51

Ending the year on a high

[grigor] 18/12/2005 23:09

Another independent producer is floating or up for sale with a possible market cap of £250m



ALL3MEDIA, the television production company behind teen soap Hollyoaks and Channel 4 chat show Richard & Judy, has appointed investment bankers to advise on a prospective £250m sale or flotation.

[303hound] 09/12/2005 18:06

more reasonable today