Bloomsbury Publishing Share Discussion Threads

[duncan doughnut] 18/4/2016 09:46

hxxp://www.thebookseller.com/news/uk-children-s-book-market-7-327130

[duncan doughnut] 18/4/2016 09:43

hxxp://www.lrb.co.uk/blog/2016/04/06/alice-spawls/the-rise-of-the-non-book-book/

[bdroop] 15/4/2016 10:42

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...

[bdroop] 12/3/2016 06:25

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.

[imranawan] 29/12/2015 09:44

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?

[topvest] 23/12/2015 18:07

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.

[elmfield] 26/10/2015 14:07

Warming feel.

[bamboo2] 26/10/2015 13:25

Had a few.
Some trades going through ISDX.

[cockerhoop] 26/10/2015 13:12

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.

[poacher45] 26/10/2015 11:38

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.

[cockerhoop] 25/10/2015 19:33

Interims due Tuesday

[bamboo2] 25/10/2015 17:26

Interesting looking, unconfirmed Symmetrical Triangle, with potential targets,

[elmfield] 19/5/2015 07:24

Needs a bit more of that potter magic.

[18bt] 19/3/2015 18:48

ST update tip in IC online today: "Drilling through the numbers, I estimate that Bloomsbury has increased its second half pre-tax profits by 7 per cent to around £10.4m to edge up full-year profits to £12.1m. On this basis, analysts expect flat full-year EPS of 13.3p and a 6 per cent higher dividend of 6.1p a share."

[18bt] 18/3/2015 07:25

That's the shortest trading statement ever. It's good, but its not keeping shareholders informed. BOD you can do better - it's why the share price is so low.

[shopper21544] 28/1/2015 14:14

Their investor relations site still suggests they will publish in January.

hxxp://www.bloomsbury-ir.co.uk/html/investor/i_dates.html

If they choose not to, I would interpret that negatively. The company is as near to being a retailer as makes no difference and shareholders deserve to know how Christmas trading has gone.

[cwa1] 28/1/2015 13:42

Afternoon All

Just bought a few at 145 FWIW. Hoping it is a little oversold and has had a decent Christmas selling period.

Wonder if their will be an IMS(16/1 the previous 2 years) now that it is no longer a requirement?

[shopper21544] 23/1/2015 09:36

Taking their time over Christmas trading statement. Maybe because directors' share sales last week were ill-timed?

[boonkoh] 23/10/2014 09:16

Squeaky bum time as second half is underway.