Bloomsbury Publishing Share Discussion Threads

[sharpedge7] 12/12/2024 19:06

There was an article today in The Telegraph on the “Fairy Porn” phenonomen of SJM.

[gswredland] 12/12/2024 15:32

Thanks panache
Explains the current rise!

[ricky46] 12/12/2024 14:56

It would be good to get the book scan figures, these have got to be well ahead based on the last update

[panache1] 12/12/2024 14:45

Any day now I believe based on last years date

[gswredland] 12/12/2024 14:42

Do we have a date for a TU guys please?

[ricky46] 03/12/2024 10:07

must be having bumper sales surely

[piwood] 29/11/2024 11:57

Rowan video available on Bloomsbury presentations today

[riverman77] 28/11/2024 09:53

An interesting discussion on the radio this morning about the death of the cookbook - more and more people now using online videos rather than shelling out £30 for glossy cookbook that just lies on the shelf. Cookbooks seem to feature quite a lot in BMY's top sellers so could be something to keep an eye on.

[shanklin] 27/11/2024 14:49

I imagine BMY financials would currently look completely different without SJM. At least we know these windfall profits will be invested to create long term growth as was with the case with JKR.

No position currently

[sharpedge7] 27/11/2024 13:58

This one fell back quite a bit after all time high north of 750 and I’d be very surprised if it didn’t trace back up there. Seems every woman I know (young or old) is reading SJM.
I’d buy some more but probably have too many!
DYOR etc

[ricky46] 26/11/2024 17:21

I'm not surprised, these must be trading well ahead of broker forecasts, the forecasts are too low.

[panache1] 26/11/2024 14:32

Director buy today?

[nfs] 14/11/2024 17:26

The tea slurping was a classic! Definitely the most impressive back drop to a presentation I have ever seen too.Agree with the above comments. They like to be conservative with forecasts and that holds the share back until the results beat( hopefully) They are still looking at acquisitions, it was mentioned but the last deal was a big one so it's going to take time to bed down thus I don't think any acquisitions will be happening soon

[alter ego] 13/11/2024 23:03

Thank you again jean_michel33 very useful info.

[jean_michel33] 13/11/2024 22:24

I thought the presentation was very good apart from Nigel not muting his mic whilst slurping his cup of tea! The Rowman and Littlefield comments about the high value of educational publishing in the US was interesting. That's the long term value opportunity that will keep on delivering long after SJM is replaced by someone new. I also thought the new Harry Potter TV series sounded v promising for a nice boost in sales for another decade or so.Bloomsbury's UK weekly sales for the current period are up 26% YOY and we're about to get into the crucial Christmas weeks which will make all the difference to year end. They've got some going Xmas offerings riding high in the charts - Gino's Air Frier book, the Gillian Anderson erotic anthology, and the Harry Potter gift editions are all going well - so it's definitely not just SJM. Still happy to hold for the medium term.

[eggy toast] 13/11/2024 15:56

Why the dip?

[ricky46] 13/11/2024 09:45

I see these have a presentation today

[sharpedge7] 01/11/2024 11:01

It’s a fair point re SJM but consider the longevity of Potter revenues.
Also the same was said about BMY and JKR.
They must also be towards first choice for aspiring writers.

[shanklin] 01/11/2024 09:13

Hi Jimmy,

I held shares in BMY from Aug-21 through to last week and certainly am amenable to buying them again. I am just not sure how to value the business currently given one person seems so critical to the business.

At least they can use the windfall to invest elsewhere in the business

[jimmywilson612] 01/11/2024 09:01

Shanklin,

Being a long term investor in Bloomsbury - I've heard it was JK Rowling and popularity of the harry potter books that was the risk. Its good to see other Authors becoming popular.

Sarah J. Mass has written 3 books, with another 4 books under contract.

Its a good call out and I too would be interested to see the breakdown. Certainly the revenue growth is primarily driven by Sarah J Mass.

[shanklin] 01/11/2024 07:28

BMY now seems to comprise the massively profitable SJM books with a less high quality publishing business attached. Not that we will be ever be told, but it would be very interesting to see the sales/accounts for the rest of the business.

Investors here now seem to be taking a massive punt that SJM doesn't fall under a bus and that the SJM/BMY relationship stays as strong as is currently the case; obviously to date this has all done exceptionally well

If anybody has access to those ex-SJM sales/accounts, please do let us know.

N.B. Sold at 736p after the interim results. Still not sure whether that was a good idea but I wanted to add to W7L and ANP where the SPs were weak.

[panache1] 31/10/2024 10:23

Ex div tmrw I think ?