Tinopolis Share Discussion Threads

[robsy2] 30/1/2008 17:43

There should be plenty of organic growth in 2008 + lots more cost savings coming through and of course they have the money to buy back shares and a firm commitment to buy up businesses that they feel would benefit from being part of the Tinopolis stable and earnings enhancing.
All good positives for the share price in 2008 and there is always the possibility of some big new commissions.

[igdavies] 30/1/2008 13:23

Acquisitions

There has been considerable corporate activity in the television production
sector during the year and we have been offered or approached a number of
companies that could have been useful additions to the group. However, we are
committed to building shareholder value and will not damage this fundamental
principle by buying at values we regard as inflated. Our strategy of acquiring
companies that complement our own businesses continues and during the year we
acquired Video Arts Group Limited ("Video Arts") and APP Broadcasting Limited ("APP").

Would be interesting to see if there are any acquisitions in the pipeline - statement certainly hinted at it? However further acquisitions like the 2 made in '07 will not impact the share price that much. Maybe the UK market is overinflated - so what's next?

[igdavies] 30/1/2008 13:10

would be interesting to see if there are any acquisitions in the pipeline - statement certainly hinted at it?

[ludlow3] 30/1/2008 11:23

just back from spain delayed .

[ludlow3] 30/1/2008 11:22

buy.wasi correct.target 55p.

[michaelmouse] 29/1/2008 18:46

Perhaps the market is waking up to this sector sooner than I thought. :).
Decent set of results and outlook.

Michael.

[bookbroker] 29/1/2008 18:21

You got to remember the cash is really to support the contracts they have.

[torquayturk] 29/1/2008 17:42

Good to see the company doing better than the rugby team!

[robsy2] 29/1/2008 17:33

good volume today as well
29-Jan-2008 28.50p 26.50p 28.50p 26.50p 504,616

[bookbroker] 29/1/2008 14:28

The only thing holding this share back is Mentorn, make it profitable and this co. will reward shareholders.

[robsy2] 29/1/2008 08:54

Good stuff.The results are bang on the button and things are progressing well, Great cash generation,cost savings coming through, upbeat trading statement, new businesses delivering. Strong order book, lots of cash to spend propping up the sp, (if they were happy buying at 39p they ought to be thrilled to buy at these levels).
Disciplined approach to takeovers and more of all the above to come in 2008.
If they cancelled another 10% of share capital and got Menthorn rocking then I reckon EPS of 5p a share in 2008 is not out of the question. The long mentioned 50p share price may become a reality.HOLD
R

[robsy2] 28/1/2008 17:44

Bit more trading volume of late;394,681 shares traded today, compared to none on 22nd and 23rd

28-Jan-2008 25.00p 24.00p 25.00p 22.50p 394,681
25-Jan-2008 24.00p 24.00p 24.00p 22.50p 188,850
24-Jan-2008 24.00p 23.00p 24.00p 23.00p 433,990
23-Jan-2008 23.00p 23.50p 23.50p 23.00p 717,739
22-Jan-2008 23.50p 23.50p 23.50p 22.50p 0
21-Jan-2008 23.50p 23.50p 23.50p 22.50p 0

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

[ludlow3] 26/1/2008 09:48

buy.buy.good news coming.

[robsy2] 25/1/2008 12:49

Have you bought ?
My understanding is that things are going pretty well down at TIn.New contracts are always being negotiated but the balance is that we might expect more pleasant surprises than shocks.Could be that the share price has some catching up to do in 2008.

[robsy2] 24/1/2008 17:50

Michael Mouse
I've had a look at the ones you mentioned and they all look a bit bombed out as well, which is attractive. I like the idea of a media company as a cash generator for the shareholders rather than a mealticket for employed media darlings and see Tin as most likey to do that.
So having had a look Ive leapt back in to TIN.
Here is why.
Tin has a solid cash generating business already making progs for the welsh and have bought two more businesses this last year that will generate another million a year.
They have bought a couple of big name businesses which should be cleaned up and turned around by now.....
Thier revenue is of the ploddy type so I see that as being solid . They could also hit the jackpot with a wildly succesful programme as well one day, anything is possible...
They have pots of money which they have to return to the shareholders at some time.I mean pots, maybe 50% of the present market cap.
EPS looks pretty good for this year and should go well next year.
I think these guys know what they are doing.
They may even get some compensation from the Beb over the Jam fiasco.
There is a lot of upside here , no chance of it falling over and it is bombed out so I'm having a punt on it for the 3rd time. at the moment its 1:1 , one win , one loss!

[igdavies] 24/1/2008 12:45

What, How... What do you know?

17p target!

[ludlow3] 24/1/2008 10:10

WE MIGHT BE GETTING BETTER NEWS FROM THIS COMPANY THAN I THOUGHT BUY.

[michaelmouse] 19/1/2008 21:03

igdavies - I am not an investor in TIN but if you take a look at RDF, SHDP and DCD which are all AIM listed TV production companies they are all priced at five year lows. Personally I'm invested in DCD and haven't researched TIN, RDF or SHDP. It is clearly an unloved sector at the moment and when you throw in the recent market jitters it appears to have created unbelievable bargains.
Over the long term the market will warm to these cash generators and market sentiment will recover. When this happens I fully expect these companies to be trading at SPs many multiples above current levels. Good luck with your investment!!

Cheers.
Michael.

[igdavies] 19/1/2008 18:54

From what I read when the TV Corp deal went through RJ looked at a 3 year turnaround i.e. before Mentorn (the loss making, but biggest subsidiery) was profit-making. The outlook was that by the end of 2008 turnover would be circa £100m with profit of £5-8m. Now ad in any proposed acquisitions (although none look forthcoming at present) then the share price should look quite healthy.

Last year with 8 months of the old TV Corp's turnover included, Tinopolis's turnover was £47m with a profit of around £1m. Now 1 year on with a full 12 months turnover of the old TV Corp co. plus increased profitability then ?turnover of £75 - £80m with a profit of £3m+.

Panmure Gordon said last Jan that it expected teh share to top 50p (it reached 42p), so surely there is a big scope for improvement. I say a buy at 25p with good results, could be looking at doubling the investment in a couple of months - or is that me dreaming. Either way we need to see an improvemnt - I bought at 35p and thought that these would be circa £1 by end of 2008 early 2009. Who knows I may well be proved correct

[robsy2] 19/1/2008 18:29

I won't bother then , they won't say anything anyway if they are in their close period,. Is that right that the results are out next week? Imagine waht could happen to the share price if either;
the results are reasonable , and who is to say they won't be more than reasonable if they have sorted out the loss making bits?
or they decide to return some capital to the shareholders?
or a combination of both?
They have already said that they don't need all the capital that they have and they don't seem to be buying any shares so maybe thye will because , thinking out loud , that suits Ron Jones so he can pay for some of his hobbies eg The Local Rugby Club.....
I am out but am tempted to go in .If I was already in I'd certainly hold for a few more weeks.
So When are the results due? and Please keep your eyes open for any big buys in the lead up.
There is also the possibility of a bid ....
Quite a lot of potential upside when you think about it and absolutely no chance of it going bust or anything. The chart says basketcase but the facts and probable outcome says Strong Buy.
I'll reflect over the weekend and make a decision ( probably the wrong one )Monday am!!
Over to you guys for guidance.

[igdavies] 19/1/2008 11:14

think this share price reflects a poor year in general for the media sector. I the results next week are strong, (which I expect them to be following the previous trading statement) - but will this be reflected in the share price!

[bookbroker] 18/1/2008 14:58

Robsy, I spoke to them three months ago, the chairmans fairly amenable, tryin g talking to Rees, he's meant to be the man running the show, I'm already down 5 figures.

[bookbroker] 18/1/2008 14:57

Robsy, I spoke to them three months ago, the chairmans fairly amenable, tryin g talking to Rees, he's meant to be the man running the show, I'm already down 5 figures.