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Bloomsbury Publishing Share Discussion Threads
Showing 1401 to 1417 of 1425 messages
|Known for publishing the Harry Potter series in the UK, Bloomsbury is struggling.
The shares are 26% since 2002!
Valuing the company at £120m. JK Rowling is worth eight times more at £950m.
What is wrong?
Since 2012, Total Assets are up 170%, but earnings grew by 17%
Revenue rose 80% helped by trade receivables of 180%.
But, management is respectful by halving total pay.
Read more: http://bit.ly/BloomsburyPublishing|
|This should be going upppp , revenue from overseas in fgn ccy while most costs are at home in gbp , results have been healthy and brexit should not hurt them at all ....|
|They warned of a 2mm hit to the income statement next year from investment in new digital strategy with a 4 year payback.|
|Can't quite see what the market doesn't like.|
|Lots of shares changing hands over the last two days. No RNS notifications on holdings, so maybe we will see a holdings notification in due course...|
|I decided to buy a small amount yesterday, with the view to building up a long term position. ( looking for the future dips ). Waterstones led by James Daunt is starting to gain ground against Amazon, HP has further activity - and with that activity the further promotion of the HP catalogue. It strikes me that Harry Potter is as powerful a consumer brand as PG Tips or any other well known trusted household product! So this point might be as good as any to invest, even though JKR retains her digital rights.
The move to digital beyond trade publishing - and into "education" feels like a smaller publisher will feel the positive effects of this in the market more quickly than people like PSON ( who I watch closely, as I do US publisher Mifflin Harcourt - better "looking" than PSON right now? ) - digital should and will become fantastic for the publisher bottom line over the years. Physical books are holding up well.
Concerns - using the cash from HP wisely on acquisition and expansion, in a true sense probably not efficiently, BMY is set up to be a cultural rather than cash machine, India is a very long term play ( although wisden and HP holding rights in India feels a good fit, but the retail prices in India won't mean much for the BMY bank balance, but maybe book rights acquired and exported out of India could come good ) USA is a tough market to operate in and I worry they may remain subscale.
I'm interested in other holders thoughts and observations, as I intend to be here for a very long time now I've discerned a moment to invest, in the short term I believe the share price could go either way, but more likely up in a good "channel" but if the 2H disappoints then I'll have the chance to start topping up more quickly. GLA.|
|Good luck with your purchase Topvest. Have had BMY on my w/list for a while but not bought in yet. What was our buy in price out of interest?|
|Decided to buy into these. Solid company with a good record and a 93 StockRank on Stockopedia with increasing EPS estimates over the last year and a good dividend. Milton are a big fan of this company. Digital risk is out there, but is also an opportunity for them. The illustrated Harry Potter books look like they are here to stay for another 6 years as well.|
|Had a few.
Some trades going through ISDX.
|BMY has a massive H2 bias so H1 isn't necessarily that indicative of full year performance. I'd hope to see continuity of the 13% (5%LFL) revenue improvement seen in the 1st qtr and a cautiously optimistic outlook statement.|
|Interim day has been set for tomorrow. Should be a good announcement. They should have had success in selling the Churchill papers on line to all the colleges etc. They have also terminated there agreement with publishing technology and are doing all the digital selling themselves. It should soon be time for another book by Khaled Hosseini which would really put the icing on the cake.|
|Interims due Tuesday|