Vision Media Share Discussion Threads

[wolterix] 15/3/2008 11:30

yes, yes £220 million, believe it?

[bronking] 15/3/2008 11:27

bottom line



But if we were to take, for the sake of argument...

22 Malls
16 Digital Panels Per Mall (i.e 8 x double sided Iconic Pods)
Fully Loaded 6 Advertisers Per Panel (unlikely early days but do'able later)
26 week Billing Period
Average Panel sale of UK PDS 400
That works out at something like a UK PDS 22 Million annual income (STG 21,964,800) from the VMG network based on its size now - again, please note - albeit fully loaded with advertisers from day one!!

That revenue of course would be shared (somehow - we are not privy to the percentages) between Clear Channel, VMG and the Mall operators / landlords / property groups.

Over the 10 year length of the contract that is not an insignificant amount!!!!

[bronking] 15/3/2008 11:23

see the other thread on dailydooh's number crunch of the 10yr clear channel contract

[wolterix] 15/3/2008 11:08

read somwhere that they themselves were expecting a turnover of £10mill this year with a profit of 25%, need to do some proper figure crunching to include net assets, cash at bank etc to try and see what they're actually worth on paper

and then it's wait and see, see if they can grow this 2.5mill profit year on year, times it by a figure (PE is it?) 3, 4, 5, 10? divide it by the number of shares....

could be completely wrong about all of this of course!

[dealy] 15/3/2008 10:40

well, not only did they raise money, but they did it at a 48% premium to the share price. This is contrary to what all London brokers will tell you (you have to raise money at a discount to the already massively discounted share price).

I cannot see why the shares are not 10p already. I bought a few yesterday to average down and now have an average of about 25p. With 70m shares outstanding the market cap will have to rise to about £18m for me to break even.

What are the chances of this company being worth £18m? The old SFX had about £15m of capital put into it and I don't know about the other company that they just bought (any ideas anyone?).

[uumode] 14/3/2008 19:01

Ivor that piece of general news information is to comfort shorters?
This share is going up, and will again when fresh RNS are issued regarding expansion overseas.

DOOH is growing and with Google Ad words moving into the arena as a publisher, the main networks VMG and ASG will surely be vehicles for Google Ad words where it is easy to push new views compared to the printed ads which Google are also targeting.

[bronking] 14/3/2008 18:15

ive left the trainfx banner out as i think it's been sold

[trewinney] 14/3/2008 17:54

Bronking.
Thankyou,Trewinney.

[bronking] 14/3/2008 16:59

hope you guys don't mind, ive created this thread so we can see charts easier and links to website

[dorset64] 14/3/2008 16:19

And still it rises. looking good going into next wk with hopefully a little press over the w/end

Dorset

[ivor whopper] 14/3/2008 14:57

Stocks Fall Sharply on Credit Fears




NEW YORK (AP) - Stocks plunged early Friday as investors worried that a
plan to ease a liquidity crisis at Bear Stearns Cos. indicates how severe credit
troubles have become. Each of the major indexes lost more than 1 percent; the
Dow Jones industrials fell about 140 points.
Investors were busy examining the plan from JPMorgan Chase & Co. and the New
York Federal Reserve to provide secured funding to Bear Stearns for an initial
period of 28 days. The move offers Bear Stearns relief from a sudden liquidity
crunch.
Bear Stearns shares fell sharply, dragging down other financial companies.
Bear skidded $24.50, or 43 percent, to $32.50.
Stocks showed moderate gains in the early going after a Labor Department
report showed the Consumer Price Index remained flat for February. Wall Street
has been expecting inflation would show an increase.
But the gains quickly disappeared after investors learned more about how
close Bear Stearns appeared to have come to financial implosion.
"The Bear Stearns news reversed the early positive sentiment from the
inflation data," said Peter Cardillo, chief market economist at Avalon Partners.
"There had been nervousness about Bear Stearns for some time and now the
market's concerns about the company have been proven true."
In midmorning trading, the Dow Jones industrial average fell 146.05, or 1.20
percent, to 11,999.69 after having fallen as much as 300 points.
Broader stock indicators also declined. The Standard & Poor's 500 index fell
19.88, or 1.51 percent, to 1,295.60, and the Nasdaq composite index fell 29.60,
or 1.31 percent, to 2,234.01.
Bond prices jumped as stocks retreated. The yield on the benchmark 10-year
Treasury note, which moves opposite its price, fell to 3.42 percent from 3.54
percent late Thursday.
Investors' nervousness was obvious Friday. The Chicago Board Options
Exchange's volatility index, known as the VIX, and often referred to as the
"fear index," jumped 9.56 percent.
Declining issues outnumbered advancers by nearly 5 to 1 on the New York
Stock Exchange, where volume came to 419.6 million shares.
Friday's stock market pullback comes a day after an anxious stock market
rebounded from an early plunge after Standard & Poor's predicted financial
companies are nearing the end of the massive asset write-downs that have
pummeled the stock and credit markets for months. The S&P projection had given
investors some hope that the seemingly unrelenting losses from the mortgage and
credit crisis could have been bottoming out.
But the Bear Stearns news rekindled investors' nervousness about the
troubles in the financial sector and raised concerns over whether other banks
might soon face similar liquidity stresses.
Stock market investors Friday were also eyeing the dwindling dollar and
events in the soaring commodities market. Gold prices touched another fresh
record Friday.
Light, sweet crude, which set a fresh record Thursday, recently rose 26
cents to $110.59 per barrel on the New York Mercantile Exchange.
The Russell 2000 index of smaller companies fell 9.19, or 1.35 percent, to
670.52.
Overseas, Japan's Nikkei stock average fell 1.54 percent. In afternoon
trading, Britain's FTSE 100 fell 1.05 percent, Germany's DAX index fell 1.08
percent, and France's CAC-40 fell 0.96 percent.


Copyright 2007 Associated Press. All rights reserved. This material may not be
published, broadcast, rewritten, or redistributed.

[dorset64] 14/3/2008 14:41

Of course, I forgot ivor, you know and are party to far more information than any stupid instituion, stupid me. Numpty.

Dorset

[ivor whopper] 14/3/2008 14:31

they needed money because they are clueless, hows that
and the revenue figures being spurned out have no truth behind them, and any revenue will be shared with other parties......

hello wolterix

[wolterix] 14/3/2008 13:31

helo Ifor, Dorset - look where I'm at now...

[ivor whopper] 14/3/2008 13:28

not that good actually.

[dealy] 14/3/2008 13:11

well they just raised cash at 10p and you can buy shares at 8.5p. Makes sense to buy shares, right?

Market cap at 10p is now about £7m but you've got to believe that they are financed now and that they are going to be successful. Anybody got any idea what the business will look like going forward in terms of revenue and ebit?

[uumode] 14/3/2008 12:53

Dealy

Loads of very positive news at the moment - launch pad IMHO

Clear Channel deal estimate


International expansion

Very definitely we think that VMG International (Dubai) Inc and VMG International (India) Inc are going to be on the horizon shortly.

news

[ljsquash] 14/3/2008 12:31

dealy
See post 10 above!

[dealy] 14/3/2008 08:30

where did you see that it was worth £22m a year?

[uumode] 14/3/2008 07:50

Looking very good now!

- funding sorted
- a lucrative estimated £22m a year Clear Channel deal, sealed for 10 years.
Expansion overseas with
- set up of VMG India (on horizon)
- set up of VMG Dubai (on horizon)

[jonnyfro] 13/3/2008 16:50

RNS out

Vision Media says to raise about 800,000 stg via placing




LONDON (Thomson Financial) - Vision Media Group (Intl) PLC said it will
raise about 800,000 stg via a placing to existing institutional and other
shareholders at 10 pence per share.
The outdoor media contractor, previously known as Screen FX, said further
details regarding the placing will be announced on March 14.
The company also said it has applied to AIM for the issue of a total of
about 17.50 mln new shares at 10 pence per share, and added that the new shares
will be admitted to trading on AIM on March 14.
The company said about 16.97 mln shares are being issued with regards to the
deferred consideration for the completion of the acquisition of Screen Media
Networks Ltd and the successful completion of the closing of the ten year Clear
Channel Outdoor UK agreement.
A further 562,037 shares are being issued for the payment of fees, the
company said.
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