Bloomsbury Publishing Share Discussion Threads

[summer 18] 27/10/2012 15:17

In my view the results were poor, but why did the stock only go down a tad.??

Reason 1; the 2nd half is going to be good [not what i read in the results]

Reason 2: a bid may be on the way.??

See other bid action in the sector.

[ammons] 27/10/2012 12:55

Paul "paulipilot" Scott doesn't seem too impressed right now.



"......Interims from Bloomsbury Publishing (BMY) looked unexciting, with basic EPS down from 3.3p to 2.2p. It's an H2 weighted business, and it strikes me that the outlook statement lacked conviction, so think this could be vulnerable to more disappointments, hence am avoiding it......."

[shopper21544] 25/10/2012 08:20

These figures have SELL written all over them. The warning is there in black and white "Our outcome for the second half of the financial year depends on the success of these books." Well, it looks a pretty thin list for Christmas to me.

Basically almost every key metric is down, so they use every weasel word in the English language (well, they do publish fiction) to maintain that long term growth trends are positive. And then offer a puny increase in the interim dividend to kick the criticism into touch for another 6 months.

The business has burned through £26m of cash in 18 months - so all these acquisitions had better start coming good.

[wjccghcc] 25/10/2012 07:21

The academic LFL is disappointing. The children's LFL expected after HP. Not sure of the value here either.

[shanklin] 25/10/2012 07:16

That's one hell of a bounce after the initial sells in which I was involved.

At this point, I am unclear on the value here.

On a separate tack, this article may be of interest...

[spooky] 25/10/2012 06:59

Looks like a management team empire building and not paying a lot of attention to shareholder value to me,but i will take another look at it later.

[bookbroker] 25/10/2012 06:56

Makes this stock even more vulnerable to setbacks, when onus is so much on the second half!

[wjccghcc] 25/10/2012 06:55

It's increasingly H2 weighted. Last year 75% profits were in H2 and more so this year because of the increased academic sales so perhaps not that meaningful.

[bookbroker] 25/10/2012 06:54

Yes, way overvalued on account of those results, ebooks may well show exponential growth but where is the margin on this product, practically non-existent.

[spooky] 25/10/2012 06:37

Are those figures as bad as they look ?

[rainmaker] 16/10/2012 23:52

I know P-she can now afford her own personal trainer, lol. Sorry that's very unfair.....you could have afforded it last year when she won. Booker or no Booker, we're still trading on an abysmal, no growth rating of just 10 times whilst enjoying huge growth coming from e-book sales.

regards

[philanderer] 16/10/2012 22:40

Booker Winner Hilary Mantel 'Bring up the Bodies ..published by Harper Collins in the United Kingdom and by Henry Holt and Co. in the United States

[rainmaker] 16/10/2012 15:23

Bloomsbury Publishing (BMY)climbing nicely now 137p bid, 139p offered and interims should be released in a week or two with news of a 1p dividend perhaps, payable at the end of November.

regards

[rainmaker] 15/10/2012 22:30

When Bloomsbury's Howard Jacobson won in 2010 the Author had sold just 8,500 copies prior to the announcement yet when it won Bloomsbury announced an immediate print run of 155,000.

regards

[rainmaker] 15/10/2012 21:48

Will Self, a firm favourite to scoop the Booker prize according to William Hill-






Graham Sharpe at William Hill agreed that Wolf Hall had been the heaviest backed Booker winner ever, but said that "the hefty bets which poured in for Wolf Hall have not yet been replicated – maybe people think that being such a recent winner could work against her". If Self was to take the Booker for the first time, it "would be an expensive result", admitted Sharpe, "with many literary punters believing he is overdue the accolade of being a winner of this prize".

"Personally, I really enjoyed Harold Fry and I think The Lighthouse shouldn't be under-estimated, but I expect the shrewd money to talk, and it is telling me Will Self will win this time round," said Sharpe.


regards

[rainmaker] 12/10/2012 12:24

I think there's a few recent buyers that have realised that Bloomsbury have a good chance of scooping the Mann Booker prize next tuesday and securing seven figures book sales in the process. IMHO a win would see a 15/20p short term rise but if they don't then the share price stays pretty much where it is at the moment.It's great risk to reward ratio ie little risk but big potential upside short term. With the Mann Booker,it's a very much all or nothing-first is first and second is nowhere, as they say.I personally think they will win because Will Self has exactly the right profile for a winner of this prize but then I'm not a judge.

regards

[philanderer] 03/10/2012 15:47

low volume day UT @ 136p

[philanderer] 02/10/2012 15:42

Couple of buys @ 135.5p today .... better volume

[philanderer] 02/10/2012 10:57

That did the trick , a few buys in now :-)

133p - 135p

[philanderer] 02/10/2012 09:21

Not a single trade today so far ?

[philanderer] 29/9/2012 22:22

Kobo readers, get 30% of Bloomsbury's biggest new titles this weekend

[smicker] 29/9/2012 20:09

Thanks Philanderer,
I had hoped there might have been a gentleman's agreement of sorts but obviously not

[philanderer] 29/9/2012 19:54

Evening RM, I don`t usually follow KG-J so haven`t a clue apart from that BMY quote.

-------------------------

'India Calling'

The publishing house that made Harry Potter a phenomenon is now bringing its magic to India. Founded in 1986, on the principle of publishing books of the highest quality, Bloomsbury Publishing Plc has launched its India division on the same traditions. Continuing its penchant for fiction, non-fiction, academic, business and education with both Indian and international authors, Bloomsbury India will distribute both U.K. and U.S. imprints, including the critically acclaimed and popular Arden Shakespeare.

At the launch of Bloomsbury India, Nigel Newton, Bloomsbury Publishing Plc's Founder and Chief Executive said, "India represents an enticing place for an international publisher with its huge and highly educated population of English readers; probably more of the book buying demographic than that of the U.K., the U.S. and Canada combined."

full article: